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Post by ktim on Jul 25, 2019 17:27:36 GMT -5
What do you expect when reality has been mostly negative? Self fulfilling prophecies occur from those who promulgate the most; especially from promulgations that are negative and create fear. I'd be willing to bet if you asked doctors if SO's articles are the reason they aren't prescribing Afrezza, 99.98% would say "who in the heck is that". And if anyone has really needed SO to "prophesize" that a company needs money to pay their bills, lord help our investing population. He's mainly just been stating the obvious and posting in nice table format the financial obligations of MNKD in one place so people don't need to dig through SEC filings. Him promulgating that table has spared me the need to do it on my own. Obviously anyone with a sizable stake in MNKD stock should be tracking that info. If you'd prefer going through filings and doing it yourself, I'm sure SO isn't going to feel ignored. |
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Post by awesomo on Jul 25, 2019 17:33:23 GMT -5
You can go ahead and change that to 100%.
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Post by prcgorman2 on Jul 25, 2019 21:09:28 GMT -5
awesomo - I respectfully disagree. I think the fact that Mannkind even exists is somewhat of a miracle. I really felt like Dr. Mann and team had hit it out of the park with the Sanofi deal. What better confirmation of your work on an insulin product can you get than a $1B+ worldwide marketing deal with one of the top 3 and which if they had not renegged would have assured Mannkind of significant milestone payments and royalties to fund TS pipeline development? That was the foundation and should have been a good one. The fact that Mannkind has exceeded sales of Afrezza with a fraction of the staff and a single product is proof in my mind that Sanofi sandbagged. Regardless, here we are 4 years later with ~$1M a week in sales clawing our way towards $2M a week, with at least one internaional partner which will expand sales this year. And beyond Afrezza we’re making real measuarble progress on the TS pipeline. So I think on balance things have been positive since the “epic” Sanofi diaster.
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Post by wgreystone on Jul 25, 2019 21:54:16 GMT -5
awesomo - I respectfully disagree. I think the fact that Mannkind even exists is somewhat of a miracle. I really felt like Dr. Mann and team had hit it out of the park with the Sanofi deal. What better confirmation of your work on an insulin product can you get than a $1B+ worldwide marketing deal with one of the top 3 and which if they had not renegged would have assured Mannkind of significant milestone payments and royalties to fund TS pipeline development? That was the foundation and should have been a good one. The fact that Mannkind has exceeded sales of Afrezza with a fraction of the staff and a single product is proof in my mind that Sanofi sandbagged. Regardless, here we are 4 years later with ~$1M a week in sales clawing our way towards $2M a week, with at least one internaional partner which will expand sales this year. And beyond Afrezza we’re making real measuarble progress on the TS pipeline. So I think on balance things have been positive since the “epic” Sanofi diaster. MNKD has a superior drug with addressable market in the order of billions dollars. It could do better and we should push the company to do better. |
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Post by brotherm1 on Jul 26, 2019 11:00:35 GMT -5
Self fulfilling prophecies occur from those who promulgate the most; especially from promulgations that are negative and create fear. This would be true if Castagna was writing these pieces. Spencer has zero influence over decision making and the direction of the company. Not true. He has a great deal of influence over MNKD’s direction and directly from the NASDAQ website free of charge to potential new investors. It’s obvious MNKD being cash strapped can do very little against big pharma. SO has been bashing MNKD stock for years, keeping investors away that would otherwise help the company raise funds with less dilution. Funds that would help the company with studies and greater marketing. He’s been adding fuel to the death spiral that MNKD struggles to overcome. It doesn’t take a genius to know MNKD’s greatest issue is lack of cash and without it growth will be slow. I’m sure he’s glad you follow and support him. |
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Post by awesomo on Jul 26, 2019 11:16:03 GMT -5
This would be true if Castagna was writing these pieces. Spencer has zero influence over decision making and the direction of the company. Not true. He has a great deal of influence over MNKD’s direction and directly from the NASDAQ website free of charge to potential new investors. It’s obvious MNKD being cash strapped can do very little against big pharma. SO has been bashing MNKD stock for years, keeping investors away that would otherwise help the company raise funds with less dilution. Funds that would help the company with studies and greater marketing. He’s been adding fuel to the death spiral that MNKD struggles to overcome. It doesn’t take a genius to know MNKD’s greatest issue is lack of cash and without it growth will be slow. I’m sure he’s glad you follow and support him. He has no influence over anything other than random talking points on investor forums. No serious investor/fund is going to influenced by a random person on Seeking Alpha. Retail investors don't matter. He's basically the news guy reporting on what the story is. Management is a billion times more responsible for dilution/death spiral/lack of cash than Spencer Osborne. |
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Post by peppy on Jul 26, 2019 11:31:15 GMT -5
Not true. He has a great deal of influence over MNKD’s direction and directly from the NASDAQ website free of charge to potential new investors. It’s obvious MNKD being cash strapped can do very little against big pharma. SO has been bashing MNKD stock for years, keeping investors away that would otherwise help the company raise funds with less dilution. Funds that would help the company with studies and greater marketing. He’s been adding fuel to the death spiral that MNKD struggles to overcome. It doesn’t take a genius to know MNKD’s greatest issue is lack of cash and without it growth will be slow. I’m sure he’s glad you follow and support him. He has no influence over anything other than random talking points on investor forums. No serious investor/fund is going to influenced by a random person on Seeking Alpha. Retail investors don't matter. He's basically the news guy reporting on what the story is. Management is a billion times more responsible for dilution/death spiral/lack of cash than Spencer Osborne. I think it is the system (health insurance) that is responsible. A system that says prove it and ignores what we see with our own eyeballs. Also, dosing Afrezza insulin is different than dosing subq insulin. Change, change, change. it doesn't seem to be only the medical system that debates what we see with our eyeballs. additionally, I think Afrezza is under attack by catch and kill.  |
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Post by awesomo on Jul 26, 2019 11:38:37 GMT -5
I agree, there are other factors in play. But to say that somehow Spencer Osborne has major influence in the downfall of the company is a big stretch.
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Post by brotherm1 on Jul 26, 2019 11:56:18 GMT -5
Not true. He has a great deal of influence over MNKD’s direction and directly from the NASDAQ website free of charge to potential new investors. It’s obvious MNKD being cash strapped can do very little against big pharma. SO has been bashing MNKD stock for years, keeping investors away that would otherwise help the company raise funds with less dilution. Funds that would help the company with studies and greater marketing. He’s been adding fuel to the death spiral that MNKD struggles to overcome. It doesn’t take a genius to know MNKD’s greatest issue is lack of cash and without it growth will be slow. I’m sure he’s glad you follow and support him. He has no influence over anything other than random talking points on investor forums. No serious investor/fund is going to influenced by a random person on Seeking Alpha. Retail investors don't matter. He's basically the news guy reporting on what the story is. Management is a billion times more responsible for dilution/death spiral/lack of cash than Spencer Osborne. Retail does not matter? NASDAQ shows 26% owned by institutions. Just guessing but I think the Mann Group might own far less than 10%, and perhaps Deerfield 5%. Who owns the remainder? |
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Post by wgreystone on Jul 26, 2019 12:15:12 GMT -5
He has no influence over anything other than random talking points on investor forums. No serious investor/fund is going to influenced by a random person on Seeking Alpha. Retail investors don't matter. He's basically the news guy reporting on what the story is. Management is a billion times more responsible for dilution/death spiral/lack of cash than Spencer Osborne. Retail does not matter? NASDAQ shows 26% owned by institutions. Just guessing but I think the Mann Group might own far less than 10%, and perhaps Deerfield 5%. Who owns the remainder? I used to blame shorts also, but think about it. This company had $4B market cap after FDA approval. It still had $1B market cap even after Sanofi handed Afrezza back to Mannkind. What happened from then to now? |
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Post by brotherm1 on Jul 26, 2019 12:28:21 GMT -5
lack of cash and lack of cash. and shorts and more shorts. but that does not answer my question
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Post by sportsrancho on Jul 29, 2019 19:02:29 GMT -5
This is from Steve ( Vdex ) an answer to some questions on one of the threads.
LeAnne,
We found that Tresiba was too good!
Almost as soon as we labeled the combo of Tresiba/Afrezza the “Holy Grail”, we were forced to change our thinking.
The 40hr action of Tresiba proved to be too much and ultimately caused hypos. We found that using a 24 Lantus was far safer with greater time in range.
Simply... Tresiba lasts too long and is the cause of hypos.
Also found the same with 36hr Toujeo.
The longest acting that works well is 24hr Lantus
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Post by rtmd on Jul 29, 2019 23:46:46 GMT -5
This is from Steve ( Vdex ) an answer to some questions on one of the threads. LeAnne, We found that Tresiba was too good! Almost as soon as we labeled the combo of Tresiba/Afrezza the “Holy Grail”, we were forced to change our thinking. The 40hr action of Tresiba proved to be too much and ultimately caused hypos. We found that using a 24 Lantus was far safer with greater time in range. Simply... Tresiba lasts too long and is the cause of hypos. Also found the same with 36hr Toujeo. The longest acting that works well is 24hr Lantus That makes no sense to me. Why would tresiba lasting 40 hours cause more hypos? It seems like all you would need is to just adjust the dose to cause less hypos. |
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Post by tingtongtung on Jul 30, 2019 1:32:17 GMT -5
This is from Steve ( Vdex ) an answer to some questions on one of the threads. LeAnne, We found that Tresiba was too good! Almost as soon as we labeled the combo of Tresiba/Afrezza the “Holy Grail”, we were forced to change our thinking. The 40hr action of Tresiba proved to be too much and ultimately caused hypos. We found that using a 24 Lantus was far safer with greater time in range. Simply... Tresiba lasts too long and is the cause of hypos. Also found the same with 36hr Toujeo. The longest acting that works well is 24hr Lantus That makes no sense to me. Why would tresiba lasting 40 hours cause more hypos? It seems like all you would need is to just adjust the dose to cause less hypos. I agree with you. I think MNKD should have run some tests to establish a clear dosing suggestion, and also another set of tests to figure out what combination (of Afrezza and existing drugs) is best for treating type 1/2. Now, every one has an opinion. Science requires proof and repeatability. It doesn't care about anyone's opinion. Al Mann (I have the highest respect for him, and he is the reason for my MNKD investment) may have done a lot of studies. I dont know if there is any detailed information on what he was actually measuring. Kendall said a lot of things - veins of gold, found a lot of unpublished tests, etc, etc. But, so far nothing concrete has come out of him. He is a big disappointment IMO. If he hasn't said any hyperbole earlier, I would have been fine with him. But, lack of results after all those loose talk looks bad. We have a lot of people here expressing their own opinion. It's value is worth a big zero - IMHO. Until MNKD runs tests to prove any of those theories, they remain what they are right now - just worthless opinions. I'm sorry, if I offended any one. But, the strategy of MNKD has been bad. Sanofi made us lose the initial momentum, and from then MNKD never recovered. MattP created 1 or 2 chances, MC got us a chance, UTHR saved us once or twice. But, MNKD BoD/management has never looked at their direction objectively, and asked itself if it can do better. I dont know if MC will do something different now after Deerfield is paid off, as many are saying. I do sincerely hope so. All the foreign deals are IMO worthless as of now. IMO they could: * Create clear and easy directions to prescribe for doctors. * Train doctors and nurses. * Run tests to show Afrezza superiority. Should have done 2/3 years back. (I though they did run some?) I know it costs money, but Afrezza is good, but we need more data. * With that data, work with insurance. * Create a better ad, and run it in small geographical markets. Please take 2 states (CA and CT), and saturate it. * If MNKD doesn't clean up its act, the paediatrics test will come and go, with Afrezza going no where (just like STAT). Also, dont let crazy entities (who? :-)) drag them through mud! I'm not a doctor. This is just opinion, and it's worth nothing :-) But, I hope the people running MNKD start doing better. MNKD can just dump Afrezza and become a "convert drugs to inhale" company. That would be very unfair to the diabetes patients. I hope MNKD gets a lucky break soon. |
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Post by sportsrancho on Jul 30, 2019 6:07:38 GMT -5
This is from Steve ( Vdex ) an answer to some questions on one of the threads. LeAnne, We found that Tresiba was too good! Almost as soon as we labeled the combo of Tresiba/Afrezza the “Holy Grail”, we were forced to change our thinking. The 40hr action of Tresiba proved to be too much and ultimately caused hypos. We found that using a 24 Lantus was far safer with greater time in range. Simply... Tresiba lasts too long and is the cause of hypos. Also found the same with 36hr Toujeo. The longest acting that works well is 24hr Lantus That makes no sense to me. Why would tresiba lasting 40 hours cause more hypos? It seems like all you would need is to just adjust the dose to cause less hypos. How would you adjust any size dose to last 24 hours instead of 40? |
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