Deleted
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Post by Deleted on Mar 30, 2017 7:21:24 GMT -5
Five T2s and one T1. Again 6 of 6 doctors knew of Afrezza, that is empirical data not opinions.
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Post by peppy on Mar 30, 2017 7:45:10 GMT -5
Five T2s and one T1. Again 6 of 6 doctors knew of Afrezza, that is empirical data not opinions. puts a different spin, on,
"Tin soldiers and Nixon coming,
We're finally on our own.
This summer I hear the drumming,"
It is hard to change the world. I should have invested in coffee shops.
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Post by agedhippie on Mar 30, 2017 9:16:54 GMT -5
People love a good conspiracy theory, they are by nature unprovable and they let you think you are in on a great secret - what's not to like? For the most part they are just about using fantasy instead of evidence.  Doctors do not prescribe Afrezza because the data says it is worse than the existing treatment and the trials that would support Afrezza have not been done. Don't blame the doctor if they stick with what the evidence says is a lower risk solution they are familiar with - that's just good risk management. Meanwhile - I blame the unicorns.  |
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Post by agedhippie on Mar 30, 2017 9:20:37 GMT -5
I should look at the manufactures of the SGLT2 inhibitors. I watch the news. SGLT2 inhibitor advertisements hit the news hour. It's not just that. They are doing trials now to replace mealtime insulin with SGLT2 for Type 2. The results are actually very good. This is what label improvement is all about and what Mannkind should have been doing in parallel while Sanofi had Afrezza. |
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Post by zuegirdor on Mar 30, 2017 11:11:31 GMT -5
People love a good conspiracy theory, they are by nature unprovable and they let you think you are in on a great secret - what's not to like? For the most part they are just about using fantasy instead of evidence. Doctors do not prescribe Afrezza because the data says it is worse than the existing treatment and the trials that would support Afrezza have not been done. Don't blame the doctor if they stick with what the evidence says is a lower risk solution they are familiar with - that's just good risk management. Meanwhile - I blame the unicorns. When you say "what the evidence says is a lower risk solution", do you mean Real World Afrezza User reports of fewer hypos and lowered HgA1c on physician ordered and reported tests; or do you mean the highly flawed FDA trial data in which Afrezza patients had to dose according to injected RAA protocols that favored the RAA PK/PD? Those trial protocols should have been rejected except, as everyone now knows, so many roadblocks had already been thrown up against Afrezza that MNKD had little choice but to go along with the unicorn charade at the FDA and Wall Street. I suppose it is immature and pointless to blame anyone. Its a hard world to get a break in and getting harder by the minute. But if we believe in progress, we must fight against the forces that seek to profit by holding us back. Sometimes a little blame escapes into the atmosphere as we try to name the problem. Sometimes we just give up and live with the complications. |
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Post by derek2 on Mar 30, 2017 12:34:12 GMT -5
People love a good conspiracy theory, they are by nature unprovable and they let you think you are in on a great secret - what's not to like? For the most part they are just about using fantasy instead of evidence. Doctors do not prescribe Afrezza because the data says it is worse than the existing treatment and the trials that would support Afrezza have not been done. Don't blame the doctor if they stick with what the evidence says is a lower risk solution they are familiar with - that's just good risk management. Meanwhile - I blame the unicorns. When you say "what the evidence says is a lower risk solution", do you mean Real World Afrezza User reports of fewer hypos and lowered HgA1c on physician ordered and reported tests; or do you mean the highly flawed FDA trial data in which Afrezza patients had to dose according to injected RAA protocols that favored the RAA PK/PD? Those trial protocols should have been rejected except, as everyone now knows, so many roadblocks had already been thrown up against Afrezza that MNKD had little choice but to go along with the unicorn charade at the FDA and Wall Street. I suppose it is immature and pointless to blame anyone. Its a hard world to get a break in and getting harder by the minute. But if we believe in progress, we must fight against the forces that seek to profit by holding us back. Sometimes a little blame escapes into the atmosphere as we try to name the problem. Sometimes we just give up and live with the complications. Note: I use "you" in a very general sense as in "the investing public" I think the more important point is that nobody in the marketplace is the least bit interested in the Afrezza narrative, other than what it can do, at what cost, and at what risk. Nobody in the marketplace cares about how Al Mann invented a great inhalation platform (he didn't - he bought it from Sol Steiner), got stabbed by Martin Shkreli just before approval (he didn't, Shkrelli was a lucky bystander who had no effect) as evidenced by FDA Chemist Cheng Yi Liang who was discovered when he lost money betting on MNKD since he knew it would be approved but the FDA moved at the last minute to issue a CRL (Liang checked 3 weeks before the CRL was issued and sold his position in MNKD, avoiding a loss. He was discovered for other reasons. There was no last minute change). Etc., etc., with the inside baseball drama which I am both a consumer and conduit of. This board has 2779 members, with about 300 active registered readers and a few thousand guests. This is the community that knows the story, "knows" the misunderstandings, and hangs on every word from MNKD management, either to bolster their worldview or to criticize management. I fall within this group for sure, blathering on (as I'm doing now) to a group of folks who will be unmoved by anything I say about a drug and company that will be unaffected by anything I (or we) say. No analysts have had a single question for the past two quarterly calls. The company says nothing (no PR, no advertising) the industry asks nothing. I'm getting ready to (once again) stop posting for a while. Work's too busy (engineering lead for this:) so I figure I'll put a bit of money where my mouth is one more time. I bought some (very few) August $1.50 puts on Monday and will run them to expiry. Given that means now having an investment thesis linked to a lower share price, and with money on the line, I don't want a bias to creep into my posts. Bearish is one thing, talking yourself into a point of view is another. So - time to mute myself, even if I'll still lurk here. If anything changes like an inflection (I mean a 10X - 30X inflection) in TRx or a sugar daddy investor / buyout, I'll be back since there will be some interesting stuff to talk about. My puts aside, good luck everybody. Thanks to @liane and mnholdem & the rest of the mods. |
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Post by mnkdfann on Mar 30, 2017 12:44:06 GMT -5
I'm getting ready to (once again) stop posting for a while. Work's too busy (engineering lead for this:) ... Until looking at that site's 'About Us' pages just now, I always assumed your avatar picture was a fake (as so many are).  |
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Post by zuegirdor on Mar 30, 2017 12:54:49 GMT -5
When you say "what the evidence says is a lower risk solution", do you mean Real World Afrezza User reports of fewer hypos and lowered HgA1c on physician ordered and reported tests; or do you mean the highly flawed FDA trial data in which Afrezza patients had to dose according to injected RAA protocols that favored the RAA PK/PD? Those trial protocols should have been rejected except, as everyone now knows, so many roadblocks had already been thrown up against Afrezza that MNKD had little choice but to go along with the unicorn charade at the FDA and Wall Street. I suppose it is immature and pointless to blame anyone. Its a hard world to get a break in and getting harder by the minute. But if we believe in progress, we must fight against the forces that seek to profit by holding us back. Sometimes a little blame escapes into the atmosphere as we try to name the problem. Sometimes we just give up and live with the complications. Note: I use "you" in a very general sense as in "the investing public" I think the more important point is that nobody in the marketplace is the least bit interested in the Afrezza narrative, other than what it can do, at what cost, and at what risk. Nobody in the marketplace cares about how Al Mann invented a great inhalation platform (he didn't - he bought it from Sol Steiner), got stabbed by Martin Shkreli just before approval (he didn't, Shkrelli was a lucky bystander who had no effect) as evidenced by FDA Chemist Cheng Yi Liang who was discovered when he lost money betting on MNKD since he knew it would be approved but the FDA moved at the last minute to issue a CRL (Liang checked 3 weeks before the CRL was issued and sold his position in MNKD, avoiding a loss. He was discovered for other reasons. There was no last minute change). Etc., etc., with the inside baseball drama which I am both a consumer and conduit of. This board has 2779 members, with about 300 active registered readers and a few thousand guests. This is the community that knows the story, "knows" the misunderstandings, and hangs on every word from MNKD management, either to bolster their worldview or to criticize management. I fall within this group for sure, blathering on (as I'm doing now) to a group of folks who will be unmoved by anything I say about a drug and company that will be unaffected by anything I (or we) say. No analysts have had a single question for the past two quarterly calls. The company says nothing (no PR, no advertising) the industry asks nothing. I'm getting ready to (once again) stop posting for a while. Work's too busy (engineering lead for this:) so I figure I'll put a bit of money where my mouth is one more time. I bought some (very few) August $1.50 puts on Monday and will run them to expiry. Given that means now having an investment thesis linked to a lower share price, and with money on the line, I don't want a bias to creep into my posts. Bearish is one thing, talking yourself into a point of view is another. So - time to mute myself, even if I'll still lurk here. If anything changes like an inflection (I mean a 10X - 30X inflection) in TRx or a sugar daddy investor / buyout, I'll be back since there will be some interesting stuff to talk about. My puts aside, good luck everybody. Thanks to @liane and mnholdem & the rest of the mods. What they say about repeating history...you don't mind the Middle Ages? If its just a game, then I gotta agree with you. Laugh, live fast, & die young could be a workable strategy, given a choice. Its the part about not having a choice that grates. Most enjoy the privilege of choice as a result of a chain of fortunate choice or privilege or both- in other words, the Middle Ages. Maybe we should think of living fast and dying young as "taking the short position on your longevity stock". I beleive the appropriate closure would be "Worst of luck to you!" (?) |
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Post by sportsrancho on Mar 30, 2017 13:47:50 GMT -5
I don't want a bias to creep into my posts.
Please!
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Deleted
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Post by Deleted on Mar 30, 2017 14:07:52 GMT -5
I'm not sure if they had any idea it would take off with kids the way it has. At first I think they were thinking it would be excepted by the T2's that were just about to need meal time shots. ( But I could be way off on that). I think the needle phobia for seniors and T2's made a lot of sense but they seriously misjudged how many PWD dont care about managing it. |
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Post by derek2 on Mar 30, 2017 14:15:01 GMT -5
I'm getting ready to (once again) stop posting for a while. Work's too busy (engineering lead for this:) ... Until looking at that site's 'About Us' pages just now, I always assumed your avatar picture was a fake (as so many are). My photo is real, but you may be getting me mixed up with Eric. I would dotted-line report to him. (Just answering so poor Eric doesn't get tarred with my rep.) I've always put my real ID out there since I figure it keeps me (relatively) civil and I can never be outed. |
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Post by mnkdfann on Mar 30, 2017 14:39:45 GMT -5
You're correct, I was looking at Erick. To me, the two of you look similar. (Full disclosure, I am not great at facial recognition.)
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Post by agedhippie on Mar 30, 2017 16:23:05 GMT -5
People love a good conspiracy theory, they are by nature unprovable and they let you think you are in on a great secret - what's not to like? For the most part they are just about using fantasy instead of evidence. Doctors do not prescribe Afrezza because the data says it is worse than the existing treatment and the trials that would support Afrezza have not been done. Don't blame the doctor if they stick with what the evidence says is a lower risk solution they are familiar with - that's just good risk management. Meanwhile - I blame the unicorns. When you say "what the evidence says is a lower risk solution", do you mean Real World Afrezza User reports of fewer hypos and lowered HgA1c on physician ordered and reported tests; or do you mean the highly flawed FDA trial data in which Afrezza patients had to dose according to injected RAA protocols that favored the RAA PK/PD? Those trial protocols should have been rejected except, as everyone now knows, so many roadblocks had already been thrown up against Afrezza that MNKD had little choice but to go along with the unicorn charade at the FDA and Wall Street. I suppose it is immature and pointless to blame anyone. Its a hard world to get a break in and getting harder by the minute. But if we believe in progress, we must fight against the forces that seek to profit by holding us back. Sometimes a little blame escapes into the atmosphere as we try to name the problem. Sometimes we just give up and live with the complications. I mean in the sense of the FDA trial data. In the wider medical world trial data matters and anecdotal evidence doesn't, but experience beats all. If doctors use it and get good results then they will continue. However if patients are dropping out then they will likely not continue (why would you set your patients up to fail?) There is no need for any grand conspiracy, the refill rate says it all alone - you can get people to try, you cannot get them to stay. |
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Post by agedhippie on Mar 30, 2017 16:26:14 GMT -5
I'm not sure if they had any idea it would take off with kids the way it has. At first I think they were thinking it would be excepted by the T2's that were just about to need meal time shots. ( But I could be way off on that). That would have been where I thought the market was as well - in the new Type 2 meal time insulin users. After the event I can make a case why it wasn't going to be so, but that was my original premise. |
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