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Post by mikesmilitaria on Dec 21, 2016 12:38:53 GMT -5
Who knows this? Your DD tells you who knows this....right? So we are supposed to believe that the fix for diabetes exists and Afrezza has no value? NOVO should have jumped on this but they have not. WHY? In my opinion they can't.....Afrezza is spoken for. Don' think for a moment that all the world class, innovative tech platforms at MNKD are just stagnating. The powers that be are constructing their market presentation/entry, without hurdles, without potholes, without a stone over turned to provide complete one stop shopping diabetes care to perfection is coming; it will be EPIC..... like our patient wait.
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Post by MnkdWASmyRtrmntPlan on Dec 21, 2016 12:52:52 GMT -5
So, clue us in, Mike. Who is this mysterious "powers that be" who speak for Afrezza, and are planning on stealing our treasured product and taking it to market themselves? (if I understand what you are saying correctly)
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Post by nylefty on Dec 21, 2016 13:03:01 GMT -5
So, clue us in, Mike. Who is this mysterious "powers that be" who speak for Afrezza, and are planning on stealing our treasured product and taking it to market themselves? (if I understand what you are saying correctly) The title of the thread is Afrezza + Lantus + CGM, so Mike must be referring to Sanofi, which makes no sense to me.
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Post by akemp3000 on Dec 21, 2016 13:05:14 GMT -5
I'm with you Mike. The real world efficacy of Afrezza is not a secret. All the big players know this. They also know Afrezza isn't going to just gradually fade away. Add to this the fact that Matt and Mike have thus far shown no signs of concern about cash flow, runway or any other significant obstacles. Their public face is to keep plodding along making inroads here and there. Clearly none of us know for sure what might be going on behind the scenes but there sure appears to be a lot of hints that something significant is in store for 2017. We've been hoping this for years but this time, the perfect storm seems to finally be coming together...IMHO
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Post by Deleted on Dec 21, 2016 13:07:36 GMT -5
there are few posters here who fantasize and post their fantasies, delusions..and they all sound the same.. If i had the privilege, I could deactivate them as they contribute nothing
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Post by mikesmilitaria on Dec 21, 2016 13:09:57 GMT -5
The powers that be are right in front of you: Afrezza Lantus Victory over dextrose = Vdex and Vdex = you should know.
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Post by mikesmilitaria on Dec 21, 2016 13:20:42 GMT -5
How many times have you seen signs saying: "Repent, the end of time is at hand" Everyone laughs it off but the ONLY thing uncertain with "Repent, the end of time is a hand" is timing ....the belief is a certainty. This applies to business as well. The timing suggested by many like Kevinmik and yes, myself too may have been premature but the belief remains a certainty. That is why Kevinmik and I have over six figures invested....we put our cash into our beliefs and hope for the timing. Delusions...no, fantasies...no.....belief fostered by years of DD...yes.
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Post by dreamboatcruise on Dec 21, 2016 13:34:57 GMT -5
I'm with you Mike. The real world efficacy of Afrezza is not a secret. All the big players know this. They also know Afrezza isn't going to just gradually fade away. Add to this the fact that Matt and Mike have thus far shown no signs of concern about cash flow, runway or any other significant obstacles. Their public face is to keep plodding along making inroads here and there. Clearly none of us know for sure what might be going on behind the scenes but there sure appears to be a lot of hints that something significant is in store for 2017. We've been hoping this for years but this time, the perfect storm seems to finally be coming together...IMHO Like management showing no concern over SNY dumping Afrezza? You must not have a lot of investing track record if you haven't many times over encountered companies with upbeat conference calls even when bankruptcy was right around the corner. Not saying that is going to happen with MNKD, but if I had to bet on a storm one way or the other, I'd bet a bad storm not a good one. The positive scenarios likely don't involve some transformative storm, but rather the hard work of slowly developing market acceptance for Afrezza.
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Post by mikesmilitaria on Dec 21, 2016 14:07:31 GMT -5
It is IMPOSSIBLE to get a successful consumer product launch without advertising. Doctors will not create the demand for Afrezza; the demand has to be created by the consumer. MNKD knows this. Advertising on today's media would create instant, high volume interest which would in turn translate into consumer to doctor interaction and demand. MNKD wants the RXs right where they are which in turn keeps the pps right where it is. They are waiting for their milestones to materialize while keeping the golden egg on life support.
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Post by mikesmilitaria on Dec 21, 2016 14:55:40 GMT -5
No, I spent 40 years with a Fortune 500 company in management and slept thru most of it.
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Post by Deleted on Dec 21, 2016 16:04:17 GMT -5
there are few posters here who fantasize and post their fantasies, delusions..and they all sound the same.. If i had the privilege, I could deactivate them as they contribute nothing lol awesome
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Post by saxcmann on Dec 21, 2016 16:07:49 GMT -5
It is IMPOSSIBLE to get a successful consumer product launch without advertising. Doctors will not create the demand for Afrezza; the demand has to be created by the consumer. MNKD knows this. Advertising on today's media would create instant, high volume interest which would in turn translate into consumer to doctor interaction and demand. I agree with you on this post Mike! Alteast the part above...
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Post by falconquest on Dec 21, 2016 17:44:31 GMT -5
No, I spent 40 years with a Fortune 500 company in management and slept thru most of it. Yep, I can buy that. That's why you're so insightful right? You must learn through osmosis.
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Post by brotherm1 on Dec 21, 2016 17:54:58 GMT -5
I'm with you Mike. The real world efficacy of Afrezza is not a secret. All the big players know this. They also know Afrezza isn't going to just gradually fade away. Add to this the fact that Matt and Mike have thus far shown no signs of concern about cash flow, runway or any other significant obstacles. Their public face is to keep plodding along making inroads here and there. Clearly none of us know for sure what might be going on behind the scenes but there sure appears to be a lot of hints that something significant is in store for 2017. We've been hoping this for years but this time, the perfect storm seems to finally be coming together...IMHO Like management showing no concern over SNY dumping Afrezza? You must not have a lot of investing track record if you haven't many times over encountered companies with upbeat conference calls even when bankruptcy was right around the corner. Not saying that is going to happen with MNKD, but if I had to bet on a storm one way or the other, I'd bet a bad storm not a good one. The positive scenarios likely don't involve some transformative storm, but rather the hard work of slowly developing market acceptance for Afrezza. So how do you know for certain that SNY "dumped" Afrezza? How do you know that SNY did not say to MNKD that before they could sell it successfully that the endos would need educated and that the insurance would need improved and that the rescources for SNY to educate the endos and work on the insurance were not provided for in the contract? How do you know that SNY did not say the label needs improved? How do you know that SNY did not say to MNKD, "We'll give it back to you for now, you work on these issues and perhaps we'll work with you in the future, and perhaps more so when we have CGM's ready to market?"
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Post by goyocafe on Dec 21, 2016 18:13:02 GMT -5
Like management showing no concern over SNY dumping Afrezza? You must not have a lot of investing track record if you haven't many times over encountered companies with upbeat conference calls even when bankruptcy was right around the corner. Not saying that is going to happen with MNKD, but if I had to bet on a storm one way or the other, I'd bet a bad storm not a good one. The positive scenarios likely don't involve some transformative storm, but rather the hard work of slowly developing market acceptance for Afrezza. So how do you know for certain that SNY "dumped" Afrezza? How do you know that SNY did not say to MNKD that before they could sell it successfully that the endos would need educated and that the insurance would need improved and that the rescources for SNY to educate the endos and work on the insurance were not provided for in the contract? How do you know that SNY did not say the label needs improved? How do you know that SNY did not say to MNKD, "We'll give it back to you for now, you work on these issues and perhaps we'll work with you in the future, and perhaps more so when we have CGM's ready to market?" I suppose if I was MNKD and was handed that load of carp and now owned the drug outright and overcame all the obstacles you just pointed out, I would be hard pressed to ever look at them again as a potential "partner" for anything, let alone give away 65% of a blockbuster drug so they can mop up at the end of a hard game.
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