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Post by nadathing on Jun 13, 2017 6:16:10 GMT -5
SNY was right: Afrezza is not commercially viable in the USA. People can blame SNY day in and day out for sandbagging Afrezza, but they came to the conclusion Afrezza was not commercially viable and they pulled the plug. A contract sales force failed to sell Afrezza and the companies sales force cannot sell it. I believe the market is juvenile T1's and overseas. The question is, will we make to and through pediatric trials or ever see a dime of revenue from overseas distribution. I'm beginning to think not. I'm going to take a wild guess and say you will be benefit financially if MNKD does not succeed....just a hunch..still not sure what is going to happen cause I have been wrong every step of the way..and loaded up way too early.. very expensive lesson so far..but to come on here and just shoot EVERY possible positive scenario down, as a "shareholder " just doesn't make logical sense....unless..😉 Your hunch is wrong. You, like many on the amateur boards, assume someone is a short because they are critical of the company they invested heavily in. I wish people would grow up. Facts. You may not like facts, but you can't change them.
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Post by sportsrancho on Jun 13, 2017 6:24:31 GMT -5
Nadiathing is probably one of the many who come to the board to watch the train wreck of Mannkind. I only have 20 shares long currently, but I had thousands of dollars invested in 2016 leaps and shares in 14/15. It still keeps me around this board. Just my humble opinion, MNKD reminds me of those few months before the Iphone launch and the rumors of sapphire glass for Iphones. All of the shills who were pumping GSAT and the sapphire glass for Apple Iphones. I am not short and hardly long, I day trade but might pick up some puts before August's earnings report. I don't believe there will be a nickel coming from an overseas deal.. I see this going to bankruptcy in Augurst or November. Afrezza has the potential to be a ilfe saving drug without the right sales and management team to sell Insurance and the medical community this will never be viable. I hope Afrezza is put in the right hands after liquidation or company reorginization since just like in 2014, I believe in the drug, just not to invest in this company. traderdennis, I don't know you or your motivation. But I did look at a decent number of your 141 posts that you've made since Jan of 2015 and they've pretty much all look like you want Mannkind to do poorly. Maybe that isn't the case but that makes me suspicious. Regardless... good luck to you and your 20 shares. Let's save these posts so we can look back and laugh at the people that were waiting for a train wreck. There are many:-) GL
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Post by falconquest on Jun 13, 2017 6:34:01 GMT -5
traderdennis, I don't know you or your motivation. But I did look at a decent number of your 141 posts that you've made since Jan of 2015 and they've pretty much all look like you want Mannkind to do poorly. Maybe that isn't the case but that makes me suspicious. Regardless... good luck to you and your 20 shares. Let's save these posts so we can look back and laugh at the people that were waiting for a train wreck. There are many:-) GL Hmmm, ok. I'm not saying that Mannkind will fail but the track record thus far has been pretty dismal. I prefer that it succeeds. There is a tendency for some on this board to ignore the facts of the situation and only appreciate a positive outlook. Just because someone sheds light on the facts does not make them short or to have a negative agenda. That is what nada was pointing out.
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Post by traderdennis on Jun 13, 2017 7:51:20 GMT -5
Nadiathing is probably one of the many who come to the board to watch the train wreck of Mannkind. I only have 20 shares long currently, but I had thousands of dollars invested in 2016 leaps and shares in 14/15. It still keeps me around this board. Just my humble opinion, MNKD reminds me of those few months before the Iphone launch and the rumors of sapphire glass for Iphones. All of the shills who were pumping GSAT and the sapphire glass for Apple Iphones. I am not short and hardly long, I day trade but might pick up some puts before August's earnings report. I don't believe there will be a nickel coming from an overseas deal.. I see this going to bankruptcy in Augurst or November. Afrezza has the potential to be a ilfe saving drug without the right sales and management team to sell Insurance and the medical community this will never be viable. I hope Afrezza is put in the right hands after liquidation or company reorginization since just like in 2014, I believe in the drug, just not to invest in this company. traderdennis, I don't know you or your motivation. But I did look at a decent number of your 141 posts that you've made since Jan of 2015 and they've pretty much all look like you want Mannkind to do poorly. Maybe that isn't the case but that makes me suspicious. Regardless... good luck to you and your 20 shares. I've lost close to $10,000 investing in MNKD so I am pretty bitter. Look at my posts around Jan 2015, when I went to my Endocronologist. I posted that he and his whole department was vehimately opposed to ever using Afrezza. I was attacked by a number of posters for posting that they were concerned about the black box lung issues. Many of those who attacked me were purged from these boards. I do hope I am wrong with my assessment.
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Post by deaner3 on Jun 13, 2017 7:54:06 GMT -5
I saw all most of your posts. I'm not meaning to be argumentative. Just noticing that there imo seems to be an agenda. I believe that to be discouraging people from buying or holding on tho their shares. Maybe I'm wrong though. I've been wrong before
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Post by mnkdfann on Jun 13, 2017 8:00:30 GMT -5
Maybe we need a new thread in which all kind and well meaning true longs can identify evil witches, I mean, shorts.
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Post by saxcmann on Jun 13, 2017 8:44:40 GMT -5
here is the truth... bp is heavily entrenched in diabetes market/endos for years. Afrezza is commercially viable in the US but they need big Pharma to promote drug...at some point theyll need bp for blockbuster sales. Promotion from leading endos is a must for success. They also need bp cash and sales force to spread understanding of dosing along with strong dtc advertising. mnkd is moving in the right direction but things will move slow. Label change coming end of sept and better trials will improve sales. Mike says they have enough cash to make this happen. At this point I gotta believe him.
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Post by agedhippie on Jun 13, 2017 9:19:00 GMT -5
here is the truth... bp is heavily entrenched in diabetes market/endos for years. Afrezza is commercially viable in the US but they need big Pharma to promote drug...at some point theyll need bp for blockbuster sales. Promotion from leading endos is a must for success. They also need bp cash and sales force to spread understanding of dosing along with strong dtc advertising. mnkd is moving in the right direction but things will move slow. Label change coming end of sept and better trials will improve sales. Mike says they have enough cash to make this happen. At this point I gotta believe him. The problem is that Mannkind have a product in Afrezza that requires them to educate the market (the medical world) before it gets accepted. That takes time and money which a big company can afford but is more of an issue for Mannkind.
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Post by matt on Jun 13, 2017 9:37:11 GMT -5
Afrezza is commercially viable in the US but they need big Pharma to promote drug...at some point theyll need bp for blockbuster sales. Promotion from leading endos is a must for success. They also need bp cash and sales force to spread understanding of dosing . . . All true, but it is not obvious that there is enough economic incentive for a big pharma to want to play the game. Not all pharmas have a sales force that can effectively detail endos, indeed it may be a very short list consisting of Lilly, Novo, and Sanofi. If a sales force is pushing Afrezza, they are not pushing other drugs in the portfolio and every unit of Afrezza sold costs the partner lost profits on the insulin product prescribed now. When all is considered, taking on Afrezza may be a net losing proposition for Lilly or Novo. Part of the problem with Sanofi is that they tried to keep pricing high, and that might have had a lot to do with the economic dynamics I just described. While cannibalizing your own product before somebody else does it for you is often a good idea, it may not be a good idea if you only stand to reap 65% of the net profits from the new line. I don't think it was Sanofi being stupid; they knew Lantus was hitting the patent cliff and were looking to protect their margins. I wouldn't expect Lilly or Novo to behave any differently.
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Post by sportsrancho on Jun 13, 2017 9:59:19 GMT -5
Let's save these posts so we can look back and laugh at the people that were waiting for a train wreck. There are many:-) GL Hmmm, ok. I'm not saying that Mannkind will fail but the track record thus far has been pretty dismal. I prefer that it succeeds. There is a tendency for some on this board to ignore the facts of the situation and only appreciate a positive outlook. Just because someone sheds light on the facts does not make them short or to have a negative agenda. That is what nada was pointing out. I was not thinking about nada. ( should have made that clear:-) And wasn't talking about shorts at the time. Just the people that come to watch the train wreck. I don't personally know any longs that are ignoring any facts. Some do tend to talk about those facts privately. And agree about the track record!
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Post by saxcmann on Jun 13, 2017 10:03:27 GMT -5
Afrezza is commercially viable in the US but they need big Pharma to promote drug...at some point theyll need bp for blockbuster sales. Promotion from leading endos is a must for success. They also need bp cash and sales force to spread understanding of dosing . . . All true, but it is not obvious that there is enough economic incentive for a big pharma to want to play the game. Not all pharmas have a sales force that can effectively detail endos, indeed it may be a very short list consisting of Lilly, Novo, and Sanofi. If a sales force is pushing Afrezza, they are not pushing other drugs in the portfolio and every unit of Afrezza sold costs the partner lost profits on the insulin product prescribed now. When all is considered, taking on Afrezza may be a net losing proposition for Lilly or Novo. Part of the problem with Sanofi is that they tried to keep pricing high, and that might have had a lot to do with the economic dynamics I just described. While cannibalizing your own product before somebody else does it for you is often a good idea, it may not be a good idea if you only stand to reap 65% of the net profits from the new line. I don't think it was Sanofi being stupid; they knew Lantus was hitting the patent cliff and were looking to protect their margins. I wouldn't expect Lilly or Novo to behave any differently. All valid points Matt. Agree mannkind has it's hands full. Its not going to be easy in US. Maybe that's why Mike is deciding to focus on international partner(s) now. As sales improve slowly with label change in US, he'll hit international markets at the same time. Possibly getting enough funding this way to increase US runway...
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Post by kball on Jun 13, 2017 10:13:48 GMT -5
I was just into my GP for annual physical. He said he knew about Afrezza but the price for insurance was a factor. I didn't argue that with him, he is much more smart than me and rattled off a list of treatments cheaper (side effects though? ). However, he did point out that Viagra was priced significantly less than it is now when it came out and blamed that on people being willing to pay for sex. I was not sure if I should believe that though. ;-) I knew a man that paid 400 dollars for 6 or 8 tablets, we laughed.
Of more importance, how were those 6 or 8 get togethers, Peppy?
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Post by peppy on Jun 13, 2017 10:26:59 GMT -5
I knew a man that paid 400 dollars for 6 or 8 tablets, we laughed.
Of more importance, how were those 6 or 8 get togethers, Peppy? heh, I may never know. we did laugh, that the cost = hooker.
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Post by kball on Jun 13, 2017 10:27:34 GMT -5
traderdennis, I don't know you or your motivation. But I did look at a decent number of your 141 posts that you've made since Jan of 2015 and they've pretty much all look like you want Mannkind to do poorly. Maybe that isn't the case but that makes me suspicious. Regardless... good luck to you and your 20 shares. Let's save these posts so we can look back and laugh at the people that were waiting for a train wreck. There are many:-) GL "Waiting for a train wreck???" What the hell have people been watching up to now? Gentle rain with songbirds singing?
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Post by sluggobear on Jun 13, 2017 12:25:44 GMT -5
Gentle people, IMO there is a high probability that we will lose our investments. Sorry. When did reality become so hard to accept? Maybe if MNKD mgmt had been honest with themselves and us a year ago, they might have accepted that the barrier of Insurance coverage was going to kill potential Afrezza market penetration. Mike's recent video (pharmacist oriented) describes the problems with the US for-profit Insurance system. They knew but went forward against all odds. I'm going to be out over $60k so I hardly have a nefarious agenda. If you believe I'm just being "negative" - not going to argue that.
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