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Post by kc on Jun 6, 2014 15:12:30 GMT -5
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Post by mrhaigs on Jun 6, 2014 15:45:40 GMT -5
No it's not flattering, but the author obviously doesn't know a thing about afrezza other than that it's inhaled. I've decided that any article that references a comparison to exubera should be immediately thrown out the window. They've discussed the price point multiple times already and said it will be the same of the insulin pen.
If he wanted to bring up insurance, costs, etc then as a good journalist he should have countered himself with that article we all saw months ago where insurance companies WANTED diabetics on insulin earlier than most were starting since it cuts back their long term patient costs.
It seems like anyone can write an article and seem intelligent and knowledgeable these days. It's up to the smartest guy in the room to know better though (that's us).
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Post by spiro on Jun 6, 2014 15:54:22 GMT -5
Another total nonsense article by WSJ. The author Ed Silverman apparently doesn't know how to research his topic very well. It looks like he wrote the entire article based on what David Kliff of Diabetic investor thinks. You guys remember David Kliff, who is good pal of Adam Feuerstein. LOL. One would think a legitimate writer would try to find a few more respectable people, maybe like one of the endocrinologists who testified at the AdCom meeting. it sure looks like Ed Silverman doesn't even know that there is another side of the Afrezza argument. This article is for the garbage can, the one with dead fish in it. JMHO
Spiro
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Post by esstan2001 on Jun 6, 2014 16:03:10 GMT -5
This Pharmalot guy (Ed Silverman) penned some other articles for SA of the same 'well what if this doesn't happen' vein; and he only cites David
Cliff, who has been one of the most negative opinion people that Adam F could ever find... there is no other side presented in this 'article'.
I am surprised that this found it's way into the WSJ; journalistic standards must be eroding there too now.
I would not be surprised if this is another favor (along with the bulk of the recent press) to help the shorts cover some positions.
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Post by brentie on Jun 6, 2014 16:09:25 GMT -5
Another total nonsense article by WSJ. The author Ed Silverman apparently doesn't know how to research his topic very well. It looks like he wrote the entire article was based on what David Kliff of Diabetic investor thinks. You guys remember David Kliff, who is good pal of Adam Feuerstein. LOL. One would think a legitimate writer would try to find a few more respectable people, maybe like one of the endocrinologists who testified at the AdCom meeting. it sure looks like Ed Silverman doesn't even know that there is another side of the Afrezza argument. This article is for the garbage can, the one with dead fish in it. JMHO Spiro Spiro, I remember that yahoo well, he's been Adam's go to guy to bash MNKD for years. Here's one of his gems. www.thestreet.com/story/11888089/1/biotech-stock-mailbag-mannkind-ariad-oncolytics-biotech.html |
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Post by jimo on Jun 6, 2014 16:11:26 GMT -5
Hi Board - I've been lurking as a guest for a while enjoying your posts. Ed used to be independent with pharmalot.com and wrote some good stuff in the past when I was in DNDN from 2007-2010. He's much smarter than this but it's now clear he's writing on behalf of others with an agenda to keep the price down. Same story as AF, probably gets approved but the road to commercialization is blah blah blah... Just painting a negative picture to create FUD. Good luck everyone!
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Post by alcc on Jun 6, 2014 16:18:13 GMT -5
A very smart friend of mine once asked me, rhetorically: have you noticed how, every time you read something that you actually know something about, the media always gets it wrong? Looking back all these years, I have to say my friend is right 90% of the time. And it matters very little whether or not the media outlet in question has credibility or "stature" (ok, I am not talking about on-line sites and blogs, which are another level of deliberate garbage altogether). I remember once reading a profile article in the Economist (yes, the Economist!) about our industry. The writer never bothered to talk to us. And we were the industry leader!
What's scary imo about this phenomenon is: what am I supposed to make of stuff I read that I do not know that much about?
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Post by savzak on Jun 6, 2014 16:57:47 GMT -5
Face it fellow longs...this is nothing if not expected. And I expect more if it...a steady stream in fact.
I'll put a silver lining on this one; so long as these tired talking points are the best they can do, I'll be very happy. I don't expect them to stop, but I do expect them to become more inventive, particularly if/when our market cap goes up both before and after approval.
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Post by kc on Jun 6, 2014 17:16:59 GMT -5
Everyone's comments are right on target. Almost like these are paid shills for the shorts. I watched the shareholders meeting and it made me more bullish about the future. Glad you all agreed with my posting of this WSJ article.
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Post by noonen on Jun 7, 2014 1:34:01 GMT -5
The article made me smile. I continuously seek a valid negative argument to temper my enthusiasm for this product and investment, but all these articles are really just way off. If someone said all of a sudden the supply chain for production lines takes 3 years to get in place, all the insulin in their inventory is bad, something along those lines, I'd be worried. all this other stuff is crapp. (of course all assuming we get good news july 15th).
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Post by greyhawkone on Jun 8, 2014 3:59:33 GMT -5
I figure I have one more chance left to bet on the right horse. Millions are helped and I am wealthy beyond my dreams. I saw Alfred Mann in an interview and had a very good feeling about him. After years of toe dipping, I am, as they say, "all in". I feel much calmer than I should. I think these convenient articles and comparisons are being pushed by the shorts, who are becoming concerned. Hang in there! Might be better to stop watching the daily ticker. This could be the one most wait for and never catch! Go with your gut on this one.
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Post by ezrasfund on Jun 8, 2014 9:44:43 GMT -5
David Kliff of Diabetic Investor was also the primary source quoted in a NY Times article on the costs of treating diabetes, also with a viewpoint that he himself summarized as “Diabetes is not just a disease state; it’s a huge business, too.”
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