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Post by careful2invest on Jan 13, 2018 16:06:21 GMT -5
I went down to the comment section and wrote what I copied and pasted below.
To my surprise, it got posted. It probably will not be up for long.
S.O. always closes with this disclosure, so I added the next sentence that is not in quotations which may or not be the truth.
Careful2invest
Comments (71) |+ Follow
Disclosure:" I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours."
But did I forget to mention that my wife and the rest of my family and friends as well as my employer are all shorting MNKD.
Have a nice day!
S.O.
13 Jan 2018, 03:47 PM Edit/Delete Reply 0 Like
Okay, I admit, I regressed!
But for some reason, I enjoyed getting away with it, even if only for a few minutes.
GLTA!
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Post by careful2invest on Jan 14, 2018 1:39:35 GMT -5
Well folks, I just read an email from SA stating that as of 12:47 am Sunday, my post was deleted.
However, I must say, while it was able to be viewed in the comment section at the end of S.O. 's article, it received more than a few likes!
GLTA!
Unless you are short MNKD, that is!
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Post by mango on Jan 14, 2018 1:52:06 GMT -5
Shorting MannKind means you do not want to try to help make the world a better place. You are shorting hope.
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Post by Deleted on Jan 14, 2018 7:05:28 GMT -5
If one is a trader, I understand how his articles could be useful to make $. If you are an investor, holding more than a few years, his articles probably are not useful.
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Post by agedhippie on Jan 14, 2018 10:43:54 GMT -5
Shorting MannKind means you do not want to try to help make the world a better place. You are shorting hope. It's a market! If you want to make the world a better place then flat out give your money or make an interest free loan to Mannkind. |
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Post by dreamboatcruise on Jan 14, 2018 15:03:22 GMT -5
Shorting MannKind means you do not want to try to help make the world a better place. You are shorting hope. That's what the shorts have been counting on... that they are shorting nothing but hope. Hopefully they will at some point be proven wrong. |
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Post by sportsrancho on Jan 15, 2018 5:57:30 GMT -5
More from the comments: A little humor from "cafepharma": bit.ly/2r58TiuSounds authentic, but still take it for what its worth from "anonymous" in response to someone asking, "Is Mannkind a good place to work?": "Let's see. Our leadership team tells us how valued we are and our CEO announces to the world at the conclusion of each quarter that we are outperforming Sanofi and their 500 rep sales force but none of us received a raise for 2018! Our resources have been slashed. No patient teaches, no CDEs, severely reduced number of speaker programs. We are losing our car allowance which helps us pay for the cars that we purchased when we started with this company. We are paying more for our health insurance and will have to pay for the new cars that the company will be providing. Do you think Mike Castagna will be driving one of the new Subaru Legacys or does he still get a car allowance? Now here is the big one! Regardless of previous performance, if you have one bad quarter, you are placed on a PIP [performance improvement] program! ————- No way to know if that’s true or not, but if it is, it’s a lot nicer place to work then golds gym who had 20 sales people, when I worked there years ago, and were fired if they didn’t live up to the sale requirements after one quarter. Comments from Doctorgreenback: Medicare CGM coverage is the real 2018 catalyst because it focuses on ‘time in range’ which plays to Afrezza’s Rapid acting strength. Note that MNKD has yet to play the ‘convenience’ card. Afrezza utilization is just plain easier when you’re on the go carrying the whistle in your pocket. 3 years out and NOBODY knows this drug. The North Philly market is 100% covered by Health Partners for both Medicare and Medicaid. Hundreds of thousands of diabetics with NO prior auth or Step requirements. Something is very fishy here. Mnkd could double RX in no time with some Spanish language material dropped off at Maria de los santos clinic and Episcopal hospital( look it up) and a convenience billboard or two with the phrase ‘no mas agujas de insulina cuando comes’. Spend $1m in North Philly and you double sales. I’m sure other locales around the country are no different. Marketing that is targeting population groups that have 100% coverage will build the base. There is no question in my mind that Afrezza is commercially viable. Let’s say that there is nothing fishy going on and that it took 3 years to get coverage and identify these target groups. Ok. Now you have 140m shares available combined with marketing data. Market cap is not meshing with 3 years of safety, growth in coverage, identification of marketing targets, available financing. Rapid acting and CGM is the 10-15 year future of diabetes management. It will come down to one question. Will I inject or will I inhale? MNKD has been pushing expensive insulin for 3 yrs. It took this long to get modest coverage but those 100% regions are now substantial enough to be able to target spending on reps/advertising. There will be thousands of cgm patients in the coming months and hundreds of thousands then millions in the coming years. CGM changes everything for MNKD. Medicare coverage for dexcom and abbott. Patients controlling their mealtime spikes on the go and NOTHING is more convenient than afrezza. |
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Post by careful2invest on Jan 15, 2018 9:24:02 GMT -5
Sports, your prefacing of the cafepharma article is on point! As anyone can write anything on there with no accountability. For that reason, I generally take most of what is posted on that site with less than a grain of salt. But that's just me! However, Doctorgreenback raises some very valid points. Number one being that nothing works better at controlling BG spikes and "nothing is more convenient than Afrezza" MNKD needs to be putting Afrezza in place to be the "go to" insulin for patients using the CGM. If they are not working on that or inking a deal as I type, I will be surprised! If MNKD misses this opportunity, it could be a fatal misstep/mistake. Hopefully, we hear something big from management either this month or soon after addressing this. IMHO, This is paramount! |
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Post by agedhippie on Jan 15, 2018 10:38:28 GMT -5
Sports, your prefacing of the cafepharma article is on point! As anyone can write anything on there with no accountability. For that reason, I generally take most of what is posted on that site with less than a grain of salt. But that's just me! However, Doctorgreenback raises some very valid points. Number one being that nothing works better at controlling BG spikes and "nothing is more convenient than Afrezza" MNKD needs to be putting Afrezza in place to be the "go to" insulin for patients using the CGM.If they are not working on that or inking a deal as I type, I will be surprised! If MNKD misses this opportunity, it could be a fatal misstep/mistake. Hopefully, we hear something big from management either this month or soon after addressing this. IMHO, This is paramount! How do you achieve that, I am genuinely curious? |
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Post by sayhey24 on Jan 15, 2018 12:07:41 GMT -5
Sports, your prefacing of the cafepharma article is on point! As anyone can write anything on there with no accountability. For that reason, I generally take most of what is posted on that site with less than a grain of salt. But that's just me! However, Doctorgreenback raises some very valid points. Number one being that nothing works better at controlling BG spikes and "nothing is more convenient than Afrezza" MNKD needs to be putting Afrezza in place to be the "go to" insulin for patients using the CGM.If they are not working on that or inking a deal as I type, I will be surprised! If MNKD misses this opportunity, it could be a fatal misstep/mistake. Hopefully, we hear something big from management either this month or soon after addressing this. IMHO, This is paramount! How do you achieve that, I am genuinely curious? In the reps pocket they have two things; the study which changed the label; and the STAT results. All the doctors are starting to use the AGP with Dexcom and Libre. The discussion is pretty easy. All they have to ask the doc is do they want to fix their PWDs? If they do they need to stop the spike after every meal on the AGP. The only thing which does that is afrezza. If you stop the spike you can reach non-diabetic time in range and you can significantly reduce the risk of heart disease. afrezza can really do what Jardiance can not, stop the spike and signficantly reduce the 4x higher chance of heart disease. |
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Post by babaoriley on Jan 15, 2018 13:49:56 GMT -5
Shorting MannKind means you do not want to try to help make the world a better place. You are shorting hope. That's the kind of thinking and emotional response which gets a lot of people in trouble with biotech. |
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Post by akemp3000 on Jan 15, 2018 14:00:19 GMT -5
"STOP THE SPIKE" is a really good slogan that all new and current diabetics could easily understand. Even if it's not a phrase that the FDA and competing BPs would like to see (because they're not addressing it), it could quickly catch on in social media. All it takes is for everyone associated with Afrezza, CGMs and ancillary technologies to begin using it in every conversation. This could accelerate the paradigm shift. An image of a volleyball player stopping a spike would be memorable?
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Post by careful2invest on Jan 15, 2018 14:20:00 GMT -5
Shorting MannKind means you do not want to try to help make the world a better place. You are shorting hope. That's the kind of thinking and emotional response which gets a lot of people in trouble with biotech. Yeah, Having a heart for humanity is such a detriment in todays world!... WTF... ...All jokes aside... I get your point Baba! Having a heart can bite you in biotech! Although, I personally, could not try to beat down a company that has the potential to help so many, by shorting it! But again, Thats just me! And it looks like Mango feels the same. IMHO, if you want to play the short side of the market, there are plenty of other companies to short! |
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Post by dreamboatcruise on Jan 15, 2018 14:24:49 GMT -5
Sports, your prefacing of the cafepharma article is on point! As anyone can write anything on there with no accountability. For that reason, I generally take most of what is posted on that site with less than a grain of salt. But that's just me! However, Doctorgreenback raises some very valid points. Number one being that nothing works better at controlling BG spikes and "nothing is more convenient than Afrezza" MNKD needs to be putting Afrezza in place to be the "go to" insulin for patients using the CGM.
If they are not working on that or inking a deal as I type, I will be surprised!If MNKD misses this opportunity, it could be a fatal misstep/mistake. Hopefully, we hear something big from management either this month or soon after addressing this. IMHO, This is paramount! Decisions about what insulin to use are made by individual physicians. There is no way to strike a deal that would make any insulin a "go to" insulin for CGMs, as it requires education to convince large numbers of doctors. |
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Post by careful2invest on Jan 15, 2018 14:53:34 GMT -5
Decisions about what insulin to use are made by individual physicians. There is no way to strike a deal that would make any insulin a "go to" insulin for CGMs, as it requires education to convince large numbers of doctors. DBC, Educating Doctors then, might be a good start. Which I believe MNKD is doing, just not a rate that will turn the tide in Afrezza's direction. And once the word is out, Afrezza can quite possibly become the "go to" for Diabetics. Similar to how Lipitor took over for cholesterol. Afrezza has that potential, but the question is, will it ever meet it's potential? And to Agedhippie's question...Lets hope that MNKD has it dialed in on the best way to go about that componet by now. And if not right now, sooner than later! Time will tell... GLTA! |
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