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Post by seanismorris on Feb 12, 2017 13:19:48 GMT -5
Owning the stock is not a criteria for posting. There are many owners of MNKD that have exited their positions and are waiting for a re-entry point. There are many people that have never owned stock, but are interested in if inhaled insulin will gain traction (potential investors).
There are also people (like me) that are down huge in MNKD and are wondering if their thesis in Afrezza was wrong and it's a niche product rather than a blockbuster that would practically sell itself.
There are also people here that are Short MannKind and are looking to influence public (of investor) opinion. That's ridiculous in my opinion, the people that can move the stock price aren't on this board. Though Shorts may try anyways...
It's interesting that there are so many people here that attack the people that are Short or negative about Afrezza's prospects. The Short story must be compelling, to be so threatening to so many people...
I welcome the arguments of both Longs and Short, as long as they contribute to the sum of the knowledge. Unless posters post completely false information...and sometimes even then, I welcome the discussions.
I'd like to note that if the bears (Shorts) were more prevalent and had well reasoned arguments a few years ago, I wouldn't be so overextended in MNKD. Unfortunately, I still don't understand why Afrezza has been such a failure (to date) and I haven't seen a bear argument that explains it.
What is going on: Is it, Afrezza is targeting a niche market? Is MannKind's Management completely unqualified to bring Afrezza to market? Are they just collecting a paycheck, and putting on a show until the end? Is Afrezza just taking longer than expected to gain traction and acceptance?
All I know, is that for every task for Management, they've failed in its execution (since launch). Every projection I've made, from script counts to things MannKind needs to get done, have ended in disappointment. If you go back to all the conference calls from launch, MannKind just isn't getting done what they say they're going to do.
Do you remember when management first said they were working with the FDA to improve the Label? ...it was either when the Sanofi partnership was announced, or the next CC after. When's the first time you saw or heard about the Pediatric trial? It should have been completed many many months ago.
You can't really blame people for being negative. We are all hoping that everything is 'just taking longer than expected', but the situation is more like 'fool me once, fool me twice, fool me etc...'
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Post by falconquest on Feb 12, 2017 13:47:22 GMT -5
Owning the stock is not a criteria for posting. There are many owners of MNKD that have exited their positions and are waiting for a re-entry point. There are many people that have never owned stock, but are interested in if inhaled insulin will gain traction (potential investors). There are also people (like me) that are down huge in MNKD and are wondering if their thesis in Afrezza was wrong and it's a niche product rather than a blockbuster that would practically sell itself. There are also people here that are Short MannKind and are looking to influence public (of investor) opinion. That's ridiculous in my opinion, the people that can move the stock price aren't on this board. Though Shorts may try anyways... It's interesting that there are so many people here that attack the people that are Short or negative about Afrezza's prospects. The Short story must be compelling, to be so threatening to so many people... I welcome the arguments of both Longs and Short, as long as they contribute to the sum of the knowledge. Unless posters post completely false information...and sometimes even then, I welcome the discussions. I'd like to note that if the bears (Shorts) were more prevalent and had well reasoned arguments a few years ago, I wouldn't be so overextended in MNKD. Unfortunately, I still don't understand why Afrezza has been such a failure (to date) and I haven't seen a bear argument that explains it. What is going on: Is it, Afrezza is targeting a niche market? Is MannKind's Management completely unqualified to bring Afrezza to market? Are they just collecting a paycheck, and putting on a show until the end? Is Afrezza just taking longer than expected to gain traction and acceptance? All I know, is that for every task for Management, they've failed in its execution (since launch). Every projection I've made, from script counts to things MannKind needs to get done, have ended in disappointment. If you go back to all the conference calls from launch, MannKind just isn't getting done what they say they're going to do. Do you remember when management first said they were working with the FDA to improve the Label? ...it was either when the Sanofi partnership was announced, or the next CC after. When's the first time you saw or heard about the Pediatric trial? It should have been completed many many months ago. You can't really blame people for being negative. We are all hoping that everything is 'just taking longer than expected', but the situation is more like 'fool me once, fool me twice, fool me etc...' I couldn't have summed it up better. The product is such a no-brainer but selling it.......not so much.
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Post by dreamboatcruise on Feb 12, 2017 13:48:54 GMT -5
Long term here and holding as you all know . Wondering what is holding it at .52 today after going down all week Not that i want it to go down , already in the red big time. Is someone buying it , why , there are no news and its not like the script count this morning was any better. Shorts buying before a R/S does not make sense. as a long , I wondered if I should buy more today , just to continue averaging down , but then i did not as it seems to me that people that are on this board and I respect , have said that buying now is not a good strategy . So I am really puzzled , Help please A word to the wise, not everyone on this board is honest.. You know there are many shorts on this board that are undercover and pretending to be longs. Beware of intentional negativity to try to obtain your shares for there evil greedy interest. I would say everyone's financial situation is different if you can average down here and be able to do it again encase it does drop more and you can afford it my opinion is this price is a bargain.. You always have the right to confront someone if you can show they are presenting false facts. There certainly are individuals here that I know to be long term investors in MNKD that now have serious concern over the level of negative cash flow vs cash available... and the cash flow situation is verifiable as factual. As for averaging down, if one has relatively unlimited funds that certainly could work. Even if the worst (bankruptcy) happens, one could then still invest in a restructured MNKD. I do feel Afrezza will eventually be a blockbuster status drug. Most people don't have unlimited funds. Otherwise one can always go to Vegas and play roulette, doubling down on every loss... eventually you win more than your accumulated losses and come out ahead... but the eventuality is only true if you have infinite money to bet.
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Post by dreamboatcruise on Feb 12, 2017 14:07:50 GMT -5
I'd like to note that if the bears (Shorts) were more prevalent and had well reasoned arguments a few years ago, I wouldn't be so overextended in MNKD. Unfortunately, I still don't understand why Afrezza has been such a failure (to date) and I haven't seen a bear argument that explains it. Don't consider myself a bear, but to me it seems the explanation for lack of sales to date would run something like this... - SNY had change in leadership that resulted in not being committed to Afrezza and therefore delayed/halted needed commercialization activities. - Endo's are conservative bunch of doctors and taking wait and see approach. - Clinical trials were not designed to show superiority, which would make it much easier to get attention of endos. - Afrezza initially had poor payer coverage so that a majority of patients simply could not get it or required having doctor fight with insurance for authorization. When few patients could get it easily that would disincentivize doctors to spend effort to learn about Afrezza and prescribe it. - After split with SNY, Mannkind has been cash constrained which has meant they have had to be strategic about the necessary activities to address the above roadblocks... trials for superiority, outreach to doctors, negotiations with payers, advertising. If they were well funded I suspect there could have been much more aggressive push on all these fronts in parallel with less concern about laying the groundwork in one area before launching activities in other areas.
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Post by sportsrancho on Feb 12, 2017 14:08:37 GMT -5
All I know, is that for every task for Management, they've failed in its execution (since launch). Every projection I've made, from script counts to things MannKind needs to get done, have ended in disappointment. If you go back to all the conference calls from launch, MannKind just isn't getting done what they say they're going to do.
I think we have waisted a lot of time by not advertising Afrezza at the same time Mike was working on insurance. Telling the Endo's has not worked for SNY or for us. Although SNY didn't make it to any doctors that I know.
Awareness, insurance and dosing. The Endo's do need to be told we are not off the market. But advertising would do that too. IMO they may just recomend Afrezza if the patient isn't happy. ( If we're lucky )
Tell the patients and it will open up a new word of freedom for them and they will spread the word among themselves.
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Post by careful2invest on Feb 12, 2017 14:22:27 GMT -5
All I know, is that for every task for Management, they've failed in its execution (since launch). Every projection I've made, from script counts to things MannKind needs to get done, have ended in disappointment. If you go back to all the conference calls from launch, MannKind just isn't getting done what they say they're going to do. I think we have waisted a lot of time by not advertising Afrezza at the same time Mike was working on insurance. Telling the Endo's has not worked for SNY or for us. Although SNY didn't make it to any doctors that I know. Awareness, insurance and dosing. The Endo's do need to be told we are not off the market. But advertising would do that too. IMO they may just recomend Afrezza if the patient isn't happy. ( If we're lucky ) Tell the patients and it will open up a new word of freedom for them and they will spread the word among themselves. MNKD Management, Alfred Manns own words... “take care of the patients and everything else will take care of itself”. 1)How can you take care of patients if the patients have never heard of AFREZZA? 2)How can you take care of patients if the patients doctors have never heard of AFREZZA? 3)How can the patients doctors be assured that AFREZZA is (even here) let alone here to stay? ONE WORD... ADVERTISING!!!
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Post by dreamboatcruise on Feb 12, 2017 14:27:19 GMT -5
All I know, is that for every task for Management, they've failed in its execution (since launch). Every projection I've made, from script counts to things MannKind needs to get done, have ended in disappointment. If you go back to all the conference calls from launch, MannKind just isn't getting done what they say they're going to do. I think we have waisted a lot of time by not advertising Afrezza at the same time Mike was working on insurance. Telling the Endo's has not worked for SNY or for us. Although SNY didn't make it to any doctors that I know. Awareness, insurance and dosing. The Endo's do need to be told we are not off the market. But advertising would do that too. IMO they may just recomend Afrezza if the patient isn't happy. ( If we're lucky ) Tell the patients and it will open up a new word of freedom for them and they will spread the word among themselves. I agree the time has come for advertising, though I think a regional approach would be best, starting with states/regions where payer coverage is highest. That would make it easier for MNKD to work with doctors to convince them to prescribe.
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Post by bradleysbest on Feb 12, 2017 14:59:27 GMT -5
The ADA conferences appear to have had little effect on doctors....😢
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Post by sluggobear on Feb 12, 2017 15:58:45 GMT -5
Ah hindsight! They should have raised much more money 3 to 4y ago for DTC advertising. Even though it's a disruptive product with great potential for benefits to diabetics, they didn't have the label to fairly characterize those benefits. Without this superiority in labeling, Afrezza is just another very expensive insulin, along with new unknown potential risks of being inhaled.
They should have realized lack of INSURANCE coverage would be a huge barrier thus recognition and awareness from endos and patients would be minimal... assuming the traditional insurance path and a premium price... especially w/out any DTC advertising.
I've stated this many times. They might have tried undercutting the prandial insulin market and made a big deal out of providing cheaper insulin in a pharma market considered corrupt by a majority of Americans. Maybe it's too late for that now, maybe not.
Personally I think we'll be put in BK in 6 months following the "new improved" 3.0 plan. I've been holding MNKD for 3y now and like others my outlook has taken a 180. I got 2 friends to buy the stock; I know I'm not the only one who did that either. Good luck to all. But instead of luck I'd rather see real courage in execution.
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Post by careful2invest on Feb 12, 2017 16:02:16 GMT -5
All I know, is that for every task for Management, they've failed in its execution (since launch). Every projection I've made, from script counts to things MannKind needs to get done, have ended in disappointment. If you go back to all the conference calls from launch, MannKind just isn't getting done what they say they're going to do. I think we have waisted a lot of time by not advertising Afrezza at the same time Mike was working on insurance. Telling the Endo's has not worked for SNY or for us. Although SNY didn't make it to any doctors that I know. Awareness, insurance and dosing. The Endo's do need to be told we are not off the market. But advertising would do that too. IMO they may just recomend Afrezza if the patient isn't happy. ( If we're lucky ) Tell the patients and it will open up a new word of freedom for them and they will spread the word among themselves. I agree the time has come for advertising, though I think a regional approach would be best, starting with states/regions where payer coverage is highest. That would make it easier for MNKD to work with doctors to convince them to prescribe. There you have it! We can start with a regional approach. We just have to start somewhere! My 95 year old mother (who also invested in MNKD bc of me) was telling one of her friends about AFREZZA. To no ones surprise, her friend had never heard of it. My mother then asked me why, after so long, have there not been any advertisements for AFREZZA? I do not have a good answer for that question. I think to those that do not know what MNKD has gone through since FDA approval,It sounds questionable as to why a company that has (such a great product) and they have never advertised it in almost three years. That alone adds to the skepticism, which does a new brand no favors! It's time to advertise! GLTA TRUE LONGS!
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Post by sportsrancho on Feb 12, 2017 17:03:55 GMT -5
A word to the wise, not everyone on this board is honest.. You know there are many shorts on this board that are undercover and pretending to be longs. Beware of intentional negativity to try to obtain your shares for there evil greedy interest. I would say everyone's financial situation is different if you can average down here and be able to do it again encase it does drop more and you can afford it my opinion is this price is a bargain.. And not everyone on this board is living in reality Really? Seems to me everyone is living in reality:-) We have all been to math class. This is dead money right now and the best thing to do is to make some money in other stocks. Reality is the bulls will win, or the bears will. You place your bets on one side of the fence or the other. Then hope runs eternal. I think I'll go with Al.. Image from lh3.googleusercontent.com/-LH8L5TloeJ0/WG9udvbr0EI/AAAAAAAACEQ/ypy_9v47aWQz8I7NGpFW7ZhO0FBmzaFWQCJoC/w940-h788/No%2Bpessimist%2Bever%2Bdiscovered_Stop_Headache_Migraine.png.
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Post by falconquest on Feb 12, 2017 17:30:14 GMT -5
Wow Sports, really? That is the point I have been trying to make without stating it so bluntly. Perhaps I should have. I felt that if I were too blunt I would get kicked off the board or something. That has been my whole point, move on to something else, make some money and then get back in once Afrezza has proven itself. If anyone knows a better strategy I'm all ears.
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Post by peppy on Feb 12, 2017 17:38:57 GMT -5
Wow Sports, really? That is the point I have been trying to make without stating it so bluntly. Perhaps I should have. I felt that if I were too blunt I would get kicked off the board or something. That has been my whole point, move on to something else, make some money and then get back in once Afrezza has proven itself. If anyone knows a better strategy I'm all ears. Quote: Wow Sports, really? That is the point I have been trying to make without stating it so bluntly.
Reply: We know and yet you will not go away. stated bluntly.
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Post by tarheelblue004 on Feb 12, 2017 17:42:49 GMT -5
My reason for being long MNKD right now instead of looking for gains elsewhere and investing when the company is in a more stable situation is what I perceive to be the oversized upside at this level. If this drug is as amazing as us long she think it is, our well-educated and well-incentivized sales force is able to gain traction with increased scripts, the new titration packs increase patient loyalty and retention, the increased web prescence begins to reach a widening and relevant audience, the upcoming and cost-effective advertising does the same - there is a lot of potential in here.
We're talking about the potential to get over $1.00 in the next few months (or weeks if we're lucky). That's nearly a 100% gain. If it gets to $2, that's 300% Where else can I get that?
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Post by rockstarrick on Feb 12, 2017 17:46:01 GMT -5
I just saved a ton of money on my Insurance by switching to Geico.
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