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Post by itellthefuture777 on Nov 6, 2017 18:25:50 GMT -5
Receptor Life Sciences is one of the check boxes not checked off..yet. Filing for new pipe drug not checked off yet. Brazil not approved yet EU, China, others..not submitted yet
Merck sales reps laid off not known how many emailed in their CV or were hired of the 1800 yet Sanofi sales reps laid off not known how many of them applied or were hired yet Sanofi getting crushed in the diabetes space have a new diabetes head task with growing their diabetes division..hasn't happened..yet One Drop study in motion no results yet Uncontrolled diabetic trial in motion no results yet Stat study completed..no information yet Pediatric trials in motion no information yet Company financed Nation wide Cox Reversed launched Afrezza new label sales reps trained..possibly training a lot more sales reps Afrezza commercials probably happen nationwide on Cox during Reversed Diabetes Network Damon Dash spreading the word Potential partners (speculating) Pfizer, Merck. Possible buyout Sanofi (maybe to early but they are in a squeeze) Afrezza remains the worlds only inhaled monomeric inhaled insulin. Receptor are they solving an opioid crisis? dunno making inhaled coffee dunno making inhaled vaccines? dunno..dunno..dunno... Python Mike..flexed..thing shot to $7..he has the power his focus is the "patients first" and he did say in his last talk..about shedding light on Receptor "for our shareholders" Let's see tomorrow..it's a new day
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Post by babaoriley on Nov 6, 2017 18:40:08 GMT -5
Baba, It tough for us longs to be giddy. Why, because we seemingly have not had a great conference call since the approval of afrezza.Mike C, finally gave guidance and now I'm greatly concerned about a miss which will lead to our PPS tanking. The good part is that the guidance was for 2nd half of 2017 which still leads us to a future "stay tuned" comment from mgmt which will also force downward pressure on PPS. am I nervous, not so much! Why? Because I know there is a chance we could go to zero.....break out the hopium. But at least we are NOT going down w/ out a fight. How in the F**k Mike C got our stock price up to $7 in order to dilute at 6 is beside me (perhaps not knowing is best lol). I'm buckled up for tomorrow are you? Hey, rose, that great point you made certainly hasn't been an impediment in the past!
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Post by sportsrancho on Nov 6, 2017 18:43:12 GMT -5
IF he misses guidance, I'm sure he will explain his reasoning for missing very well. I believe in the product. Sales growth is continuing at a sustainable pace and will most likely eventually perform well enough to be profitable. It is all about getting the word out to as many diabetics as possible. We shall see tomorrow. Maybe the sales growth from the label change takes more time than he anticipated. Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race Joey, I can’t imagine someone not worried about their credibility, but what you just said makes a lot of sense. And you’re thinking like a CEO
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Post by peppy on Nov 6, 2017 18:52:46 GMT -5
IF he misses guidance, I'm sure he will explain his reasoning for missing very well. I believe in the product. Sales growth is continuing at a sustainable pace and will most likely eventually perform well enough to be profitable. It is all about getting the word out to as many diabetics as possible. We shall see tomorrow. Maybe the sales growth from the label change takes more time than he anticipated. Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race I want to lay some rubber.
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Post by cjc04 on Nov 6, 2017 18:53:05 GMT -5
IF he misses guidance, I'm sure he will explain his reasoning for missing very well. I believe in the product. Sales growth is continuing at a sustainable pace and will most likely eventually perform well enough to be profitable. It is all about getting the word out to as many diabetics as possible. We shall see tomorrow. Maybe the sales growth from the label change takes more time than he anticipated. Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race hey Joey, maybe I missed it, but did we ever hear exactly who the investors were at $6? Over the past 18 months I remember thinking “what if” there were some big pockets, loyal to Al, who wanted to help save MNKD and not let it chocked out by all the evil doers.... throw $100mil at it for 10%...... but of course that would value MNKD at $1B or roughly $10/sh.... hard to justify when it’s been trading at $2, give or take, for the past year,,, and how could they possibly bump the sp up that much that quickly? Well,,,,, I feel like I just saw it happen...... I really don’t care who the new investors are, I just hope it wasn’t a total charity case and that we’re not heading straight back down to depend solely on script numbers.
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Post by celo on Nov 6, 2017 18:53:49 GMT -5
IF he misses guidance, I'm sure he will explain his reasoning for missing very well. I believe in the product. Sales growth is continuing at a sustainable pace and will most likely eventually perform well enough to be profitable. It is all about getting the word out to as many diabetics as possible. We shall see tomorrow. Maybe the sales growth from the label change takes more time than he anticipated. Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race Just make the low end lower of the guidance for the second half of the year. Maintain credibility. So when you got something very important to say, more people will listen and you are not pigeon holed as one of those CEOs or that company. Let's move forward in a positive way with our great product. Let's just wait for tomorrow. Lets be wrong about them probably missing guidance. From examining Mike's actions so far, we probably are.
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Post by joeypotsandpans on Nov 6, 2017 19:00:32 GMT -5
Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race Joey, I can’t imagine someone not worried about their credibility, but what you just said makes a lot of sense. And you’re thinking like a CEO Sports, his credibility, resume, and level of education speak volumes already to get to where we are now compared to 1 yr. ago and the so called analysts whose education and backgrounds pale in comparison. He's not worried about the short term jabs rather the longer term success PWD can enjoy with the benefits of Afrezza. Btw, I'm thinking more like a pissed off T2 that has waited two years to get his script filled.
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Post by peppy on Nov 6, 2017 19:19:10 GMT -5
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Post by mango on Nov 6, 2017 19:58:38 GMT -5
I'm gonna post something irrelevant.
Do ya'll know what MannKind's position of strength is?
1) They put the patients first
2) They have some of the brightest minds working for them and in collaboration with them
3) They dedicate a ridiculous amount of time and energy into fully understanding underlying disease processes, perfecting their formulations
4) They only care about what they are doing, they care not about being flashy or talking a bunch of BS on their website or trying to sue other companies left and right or infringe on someone else's patents. They are the best at what they do and the only company that understands what health is.
5) MannKind's first and only product is perhaps the greatest advancement I will ever see in my lifetime. They developed an insulin that restores glucose homeostasis. This insulin literally replaces what is loss in people with diabetes, the first phase insulin response which is required in order for the body to properly regulate postprandial glucose.
6) If we go by what the the ADA defines type 2 diabetes as, and if someone uses Afrezza and restores the first-phase insulin response which is loss or impaired, then they will also restore glucose homeostasis, and would thus no longer be a type 2 diabetic, based on the ADA's definition of T2D.
The ADA says type 2 diabetics body's cannot use insulin properly. This is a lie. The people that use Afrezza will restore the first-phase insulin response which is what was loss in the first place, and restore glucose homeostasis. In my mind that would mean T2D do indeed properly use insulin in their body and that is why they have tight regulation of their blood sugar. Something that would be impossible to acheive based on the ADA's definition. So when a T2D restores/replaces the first-phase insulin response, resulting in postprandial glucose homeostasis, their body had to properly use the insulin to achieve that. According to the ADA, a T2D cannot use their insulin properly. Seems to me, they have no idea what they are talking about. 7) MannKind was founded by someone that dedicated his life to helping others til the day he died. That passion and inspiration is something extremely rare and still lives on today with MannKind. No other company has that, they were founded to make money not help people.
I don't know why anyone would want to give Cramer, Spencer Osbourne, Adam whatever, or anyone else the attention they are trying to get. It's a waste of time. They are negative people that care or no one. Focus should be on making sure people know what diabetes actually is and why Afrezza is literally needed for their health. The ADA and the Endo Consensus, along with BP have instilled so much deliberate disinformation and turned so many blind eyes that people are suffering because of their lunacy. Cramer and SO will go away the day everyone stops giving the attention and start giving people with diabetes attention, start emailing the FDA and ADA, AACE, state reps, etc and asking why in the hell are these people still in charge of others health and why isn't the medical community not realizing that when you restore the early-phase insulin response, you are literally fixing an issue that was also causing other processes involved in glucose homeostasis to be impaired and dysfunctional.
A T2D does not have glucose homeostasis because the first-phase insulin response is loss. It is not because their body cannot use insulin properly. If you take Afrezza and restore that, you are no longer a diabetic. You're just a person that takes exogenous insulin to maintain the same regulation of blood sugar like the person that uses endogenous insulin. There's no difference once the balance is restored. And the ADA thinks the body of a T2D cannot properly use insulin—they can if they restore the first-phase insulin response which is either completely loss or impaired in T2D.
Simple as Afrezza.
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Post by akemp3000 on Nov 6, 2017 20:10:07 GMT -5
Referencing Joey's comments, the bigger picture certainly looks good now that Mike's at the helm but really is a dramatically different picture from the daily street view that seems volatile and risky. This explains why SO, Cramer, AF and others that focus on the daily street view continue to criticize while Nate Pile, Kovacocy and those that focus on the big picture recommend a buy. Guess it just depends on your investing strategy and which picture you believe. As a big picture investor, I look forward to the day that everything turns and suddenly SO, Cramer and AF become brilliant and recommend a buy...after the fact. GLTA
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Post by tw12 on Nov 6, 2017 20:40:08 GMT -5
Mango,
Thanks for that passionate and timely post. Your thought that resonates most:
"7) MannKind was founded by someone that dedicated his life to helping others til the day he died. That passion and inspiration is something extremely rare and still lives on today with MannKind..."
For my money, MannKind is totally dedicated to Al's vision, to curing patients, and it will remain so - upsetting the BP applecart in many ways. Not least, profit and ethics both drive the company, with equal intensity. This is but one element that makes this story so unusual and intriguing.
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Post by brewguy on Nov 6, 2017 21:19:01 GMT -5
I'm gonna post something irrelevant. Do ya'll know what MannKind's position of strength is? 1) They put the patients first 2) They have some of the brightest minds working for them and in collaboration with them 3) They dedicate a ridiculous amount of time and energy into fully understanding underlying disease processes, perfecting their formulations 4) They only care about what they are doing, they care not about being flashy or talking a bunch of BS on their website or trying to sue other companies left and right or infringe on someone else's patents. They are the best at what they do and the only company that understands what health is. 5) MannKind's first and only product is perhaps the greatest advancement I will ever see in my lifetime. They developed an insulin that restores glucose homeostasis. This insulin literally replaces what is loss in people with diabetes, the first phase insulin response which is required in order for the body to properly regulate postprandial glucose. 6) If we go by what the the ADA defines type 2 diabetes as, and if someone uses Afrezza and restores the first-phase insulin response which is loss or impaired, then they will also restore glucose homeostasis, and would thus no longer be a type 2 diabetic, based on the ADA's definition of T2D. The ADA says type 2 diabetics body's cannot use insulin properly. This is a lie. The people that use Afrezza will restore the first-phase insulin response which is what was loss in the first place, and restore glucose homeostasis. In my mind that would mean T2D do indeed properly use insulin in their body and that is why they have tight regulation of their blood sugar. Something that would be impossible to acheive based on the ADA's definition. So when a T2D restores/replaces the first-phase insulin response, resulting in postprandial glucose homeostasis, their body had to properly use the insulin to achieve that. According to the ADA, a T2D cannot use their insulin properly. Seems to me, they have no idea what they are talking about. 7) MannKind was founded by someone that dedicated his life to helping others til the day he died. That passion and inspiration is something extremely rare and still lives on today with MannKind. No other company has that, they were founded to make money not help people. I don't know why anyone would want to give Cramer, Spencer Osbourne, Adam whatever, or anyone else the attention they are trying to get. It's a waste of time. They are negative people that care or no one. Focus should be on making sure people know what diabetes actually is and why Afrezza is literally needed for their health. The ADA and the Endo Consensus, along with BP have instilled so much deliberate disinformation and turned so many blind eyes that people are suffering because of their lunacy. Cramer and SO will go away the day everyone stops giving the attention and start giving people with diabetes attention, start emailing the FDA and ADA, AACE, state reps, etc and asking why in the hell are these people still in charge of others health and why isn't the medical community not realizing that when you restore the early-phase insulin response, you are literally fixing an issue that was also causing other processes involved in glucose homeostasis to be impaired and dysfunctional. A T2D does not have glucose homeostasis because the first-phase insulin response is loss. It is not because their body cannot use insulin properly. If you take Afrezza and restore that, you are no longer a diabetic. You're just a person that takes exogenous insulin to maintain the same regulation of blood sugar like the person that uses endogenous insulin. There's no difference once the balance is restored. And the ADA thinks the body of a T2D cannot properly use insulin—they can if they restore the first-phase insulin response which is either completely loss or impaired in T2D. Simple as Afrezza. I have to respectfully disagree: 1. How so? Every pharma gives out free samples to hook patients. What does MNKD do above and beyond? 2. No they don’t. They have a rookie CEO. Their CMO left at a critical time and have yet to replace him. Al Mann is no longer there. 3. How so more than any other biopharm? 4. That’s because they don’t have money to do so. 5. But who was artificial pancrease or countless other medical breakthroughs and 1 minute of google search reveals? Afrezza is just another tool in a diabetics tool box. By no means replaces anything in a disruptive way. Heck, only a small % of diabetics even need prandial insulin. 6. This can be achieved in a majority of people with tight diet (I talking strict diet) and exercise. But hey, Americans rather have a magic pill to solve their issues. 7. Fair enough. Your analysis is plagued with bias
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Post by bones1026 on Nov 6, 2017 22:01:02 GMT -5
Mike c would be a fool to piss off any analyst. Mannkind may need another offering maybe from them. And the stock needs attention for better or worse. So you’re saying Jason will be on the call? I think he already pissed off Jason. When it comes to tomorrow’s CC, I don’t give a rats ass if Jason from Maxim is invited, and as a “fellow long”, whether Mike pissed off Jason, is a ridiculous concern as this point.
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Post by bones1026 on Nov 6, 2017 22:21:04 GMT -5
I'm gonna post something irrelevant. Do ya'll know what MannKind's position of strength is? 1) They put the patients first 2) They have some of the brightest minds working for them and in collaboration with them 3) They dedicate a ridiculous amount of time and energy into fully understanding underlying disease processes, perfecting their formulations 4) They only care about what they are doing, they care not about being flashy or talking a bunch of BS on their website or trying to sue other companies left and right or infringe on someone else's patents. They are the best at what they do and the only company that understands what health is. 5) MannKind's first and only product is perhaps the greatest advancement I will ever see in my lifetime. They developed an insulin that restores glucose homeostasis. This insulin literally replaces what is loss in people with diabetes, the first phase insulin response which is required in order for the body to properly regulate postprandial glucose. 6) If we go by what the the ADA defines type 2 diabetes as, and if someone uses Afrezza and restores the first-phase insulin response which is loss or impaired, then they will also restore glucose homeostasis, and would thus no longer be a type 2 diabetic, based on the ADA's definition of T2D. The ADA says type 2 diabetics body's cannot use insulin properly. This is a lie. The people that use Afrezza will restore the first-phase insulin response which is what was loss in the first place, and restore glucose homeostasis. In my mind that would mean T2D do indeed properly use insulin in their body and that is why they have tight regulation of their blood sugar. Something that would be impossible to acheive based on the ADA's definition. So when a T2D restores/replaces the first-phase insulin response, resulting in postprandial glucose homeostasis, their body had to properly use the insulin to achieve that. According to the ADA, a T2D cannot use their insulin properly. Seems to me, they have no idea what they are talking about. 7) MannKind was founded by someone that dedicated his life to helping others til the day he died. That passion and inspiration is something extremely rare and still lives on today with MannKind. No other company has that, they were founded to make money not help people. I don't know why anyone would want to give Cramer, Spencer Osbourne, Adam whatever, or anyone else the attention they are trying to get. It's a waste of time. They are negative people that care or no one. Focus should be on making sure people know what diabetes actually is and why Afrezza is literally needed for their health. The ADA and the Endo Consensus, along with BP have instilled so much deliberate disinformation and turned so many blind eyes that people are suffering because of their lunacy. Cramer and SO will go away the day everyone stops giving the attention and start giving people with diabetes attention, start emailing the FDA and ADA, AACE, state reps, etc and asking why in the hell are these people still in charge of others health and why isn't the medical community not realizing that when you restore the early-phase insulin response, you are literally fixing an issue that was also causing other processes involved in glucose homeostasis to be impaired and dysfunctional. A T2D does not have glucose homeostasis because the first-phase insulin response is loss. It is not because their body cannot use insulin properly. If you take Afrezza and restore that, you are no longer a diabetic. You're just a person that takes exogenous insulin to maintain the same regulation of blood sugar like the person that uses endogenous insulin. There's no difference once the balance is restored. And the ADA thinks the body of a T2D cannot properly use insulin—they can if they restore the first-phase insulin response which is either completely loss or impaired in T2D. Simple as Afrezza. I have to respectfully disagree: 1. How so? Every pharma gives out free samples to hook patients. What does MNKD do above and beyond? 2. No they don’t. They have a rookie CEO. Their CMO left at a critical time and have yet to replace him. Al Mann is no longer there. 3. How so more than any other biopharm? 4. That’s because they don’t have money to do so. 5. But who was artificial pancrease or countless other medical breakthroughs and 1 minute of google search reveals? Afrezza is just another tool in a diabetics tool box. By no means replaces anything in a disruptive way. Heck, only a small % of diabetics even need prandial insulin. 6. This can be achieved in a majority of people with tight diet (I talking strict diet) and exercise. But hey, Americans rather have a magic pill to solve their issues. 7. Fair enough. Your analysis is plagued with bias Your motive is plagued with undeniable selfishness and greed
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Post by dejude42 on Nov 6, 2017 22:28:20 GMT -5
Alfred E. Mann was born on November 6, 1925 in Portland, Oregon, USA as Alfred Eugene Mann. He was married to Claude Girault, Susan Gail Kendall, Linda J. Miller and Beverly. He died on February 25, 2016 in Las Vegas, Nevada, USA. Maybe tomorrow will be his shared present to investors.
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