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Post by joeypotsandpans on Apr 19, 2018 11:38:49 GMT -5
Guess you slept through the VGK SWEEP!! , maybe next year Baba....ok onto the Sharks, continues to be an unbelievable story, at least the Wild won a game right MN? and just to keep this on topic, yes nice volume with the price action today, maybe some didn't have to pay as much in taxes as they thought (that's a joke SO, lol) HEY. I believe I typed out one sentence. Pep, if it were me it would be a simple response: Baba it's quite simple, if you don't like the charts or the thread and think it's taken too seriously, it's quite simple...well then JUST DON'T READ IT, have a nice day!
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Post by peppy on Apr 19, 2018 11:47:05 GMT -5
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Post by peppy on Apr 19, 2018 12:22:51 GMT -5
The ADA meeting is two months away. can we expect buyers into the ADA, and shorts will cover on the way up? todays volume has me thinking about the possibility.
A bit like the run up to the Sanofi/MNKD ADA presentation in was it 2015? I hope so.
(Additionally, the overall stock market is still acting like a change of trend)
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Post by peppy on Apr 19, 2018 12:43:49 GMT -5
Through $1.82, $2.00 the next target, then the gap. (2.20- 2.00)
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Post by kc on Apr 19, 2018 13:08:07 GMT -5
69 blocks over 10,000 shares have traded so far today. That is highly unusual for MannKind.
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Post by mannmade on Apr 19, 2018 13:20:05 GMT -5
I think the new ADA guidelines for soc could become a very big deal for Mannkind especially w/ cgm technology pushing it. Now it is no longer annual updates. The stat study just became that much more important imho... this is where Dr K becomes so special for Mannkind.
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Post by goyocafe on Apr 19, 2018 13:26:31 GMT -5
I think the new ADA guidelines for soc could become a very big deal for Mannkind especially w/ cgm technology pushing it. Now it is no longer annual updates. The stat study just became that much more important imho... this is where Dr K becomes so special for Mannkind. Been thinking the same thing since Lakers posted the link late last night. Just trying to imagine what change might actually take place and what the net effect is on MNKD valuation.
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Post by babaoriley on Apr 19, 2018 13:29:32 GMT -5
Lefty, what do I need to do to get you to love me (is the answer "stop posting?)? (Really, had no idea how to punctuate that last sentence.) I've lost mytakeonit forever, and apparently Peppy, also (she takes her charting too seriously for my taste, and I guess I've hinted at that a bit too transparently ), but I have learned to live with those losses, bitter as they may be; but a New Yorker, geez. This board is an incredible place where some very sharp people post and some others post, too. And such volume of posts, and such awful, awful stock performance over the years. What is it that keeps us all here, most of us long, a few of us short? Come to the Annual Meeting, Sports will be there, and so will her beautiful sister ( the one who she uses her for her Avatars). This darn stock is so moribund lately, that I stare at the chart just before hitting the sack. Less than a month away, the excitement is building for the Annual Meeting. I would trade that excitement for an ever so slight build (and hold) in the share price. Hey, Sports, why don't you ask Mike or the new CMO to the dinner? Just tell 'em you're going to be in town alone, other than your faithful award-winning dog, with nothing to do - perfectly believable story. Oh, I haven't gotten back to you yet on the best off ramp for you and Beazer to hang out on - lot of the good ones are already taken, but there a few left where you'll be able to make a few bucks. LA folk are very giving. And how about the mysterious VDEX-man, he might well grace out table, I'm sure someone here can reach out to him. That would boost interest in coming to the meeting. Or the globetrotting Affrezauser, what a coup that would be! I think Spiro already missed his Greyhound, and his bus, too. I'm just hoping the Kings don't have a home playoff game that evening, cuz I may have to pass... what's that you say, Holdem? Guess you slept through the VGK SWEEP!! , maybe next year Baba....ok onto the Sharks, continues to be an unbelievable story, at least the Wild won a game right MN? and just to keep this on topic, yes nice volume with the price action today, maybe some didn't have to pay as much in taxes as they thought (btw,that's a joke SO, lol) Joey, I have been impressed with VGK since about the third week of the season, when I decided it was no fluke! The silver lining for me, was that the Ducks kept losing right along with us! So from rooting heartily for the Sharks, who I hate, just not as much as I hate the Ducks, I now can root wholeheartedly for the GK's! And I hope it's Knight v Blue Jackets in the finals!
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Post by peppy on Apr 19, 2018 13:32:51 GMT -5
I think the new ADA guidelines for soc could become a very big deal for Mannkind especially w/ cgm technology pushing it. Now it is no longer annual updates. The stat study just became that much more important imho... this is where Dr K becomes so special for Mannkind. Been thinking the same thing since Lakers posted the link late last night. Just trying to imagine what change might actually take place and what the net effect is on MNKD valuation. Ditto. The guidelines can be updated during the year. MN posted that HbA1c is discussed. "Second, a consensus report on clinically meaningful outcome measures beyond A1C for type 1 diabetes representing a consensus from the diabetes community (including the ADA) was published in the December issue of Diabetes Care (5), again too late to be incorporated into the Standards of Care by the PPC." Read more: mnkd.proboards.com/thread/9687/stat-study-results-accepted-presentation?page=6#ixzz5D91Zewm4
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Post by goyocafe on Apr 19, 2018 13:43:51 GMT -5
Been thinking the same thing since Lakers posted the link late last night. Just trying to imagine what change might actually take place and what the net effect is on MNKD valuation. Ditto. The guidelines can be updated during the year. MN posted that HbA1c is discussed. "Second, a consensus report on clinically meaningful outcome measures beyond A1C for type 1 diabetes representing a consensus from the diabetes community (including the ADA) was published in the December issue of Diabetes Care (5), again too late to be incorporated into the Standards of Care by the PPC." Read more: mnkd.proboards.com/thread/9687/stat-study-results-accepted-presentation?page=6#ixzz5D91Zewm4Let them update the guidelines before ADA and then see what peg fits the hole!
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Post by mannmade on Apr 19, 2018 13:49:04 GMT -5
This is actually setting up pretty well for Mannkind as the cgm companies now can take the lead on data for beyond a1c as the new soc.
Mnkd should already have enough studies to step in and show Best in class for beyond a1c needs. Especially if ADA is now willing to consider the 60 or so studies recently “unearthed.”
May be a little early still but shorts really do need to start thinking about how to get out as this ship is starting to turn. The stars may finally be aligning in our favor. Not say will happen overnight but imho this is the starting point for real change of opinion Re AFREZZA.
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Post by dreamboatcruise on Apr 19, 2018 14:04:28 GMT -5
This is actually setting up pretty well for Mannkind as the cgm companies now can take the lead on data for beyond a1c as the new soc. Mnkd should already have enough studies to step in and show Best in class for beyond a1c needs. Especially if ADA is now willing to consider the 60 or so studies recently “unearthed.” May be a little early still but shorts really do need to start thinking about how to get out as this ship is starting to turn. The stars may finally be aligning in our favor. Not say will happen overnight but imho this is the starting point for real change of opinion Re AFREZZA. None of MNKDs studies provide the link from these "beyond A1c" metrics to clinical outcomes that would prompt major change to standard of care... i.e. cardiovascular and other long term complications. The ADA has now defined these new metrics and relevant thresholds (target range, level 1, 2, 3 hypoglycemia, etc.), but there is still work to be done to determine relevance to treatment regimes... e.g. changing the progression through the stages of treatment protocol based on time in range rather than A1c. There is also the complication that only a small portion of patient population has CGMs to facilitate collection of time in range data. Even with T1 population that has much higher rates of CGM use, it is not universal. If they do start considering replacing A1c with time in range or some variant, how will they accommodate the reality of CGM availability? Just wondering what people are reasonably expecting we might see from ADA over the next year or two. Seems the ship has been turning for years according to some. Perhaps that was the problem... we ended up sailing in circles. Maybe we need to straighten the course out.
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Post by mannmade on Apr 19, 2018 14:08:46 GMT -5
You may be right however I also think that since we can show more time in range equals a lower HbA1c with less risk for hypo it may also have bearing on use.
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Post by mnholdem on Apr 19, 2018 14:13:21 GMT -5
Several members have posted information about potential conflicts of interest at the ADA over the past several years. I think that it may have been mango who once posted a breakdown of the $millions paid (in 2015?) by big pharma companies to several doctors who sit on the board that amends the ADA Standard of Care. The $millions that BP pays each year for research papers and similar activities must be disclosed.
I really don't know how much clout David Kendall, MD has with the ADA but I would think that the board would be careful not to brush important information under the rug. While CGM technology is front and center in diabetes treatment - especially for Type 1 - who knows if MannKind is even on the committee's radar? STAT might change that and Kendall may be the reason why.
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Post by peppy on Apr 19, 2018 14:19:48 GMT -5
This is actually setting up pretty well for Mannkind as the cgm companies now can take the lead on data for beyond a1c as the new soc. Mnkd should already have enough studies to step in and show Best in class for beyond a1c needs. Especially if ADA is now willing to consider the 60 or so studies recently “unearthed.” May be a little early still but shorts really do need to start thinking about how to get out as this ship is starting to turn. The stars may finally be aligning in our favor. Not say will happen overnight but imho this is the starting point for real change of opinion Re AFREZZA. None of MNKDs studies provide the link from these "beyond A1c" metrics to clinical outcomes that would prompt major change to standard of care... i.e. cardiovascular and other long term complications. The ADA has now defined these new metrics and relevant thresholds (target range, level 1, 2, 3 hypoglycemia, etc.), but there is still work to be done to determine relevance to treatment regimes... e.g. changing the progression through the stages of treatment protocol based on time in range rather than A1c. There is also the complication that only a small portion of patient population has CGMs to facilitate collection of time in range data. Even with T1 population that has much higher rates of CGM use, it is not universal. If they do start considering replacing A1c with time in range or some variant, how will they accommodate the reality of CGM availability? Just wondering what people are reasonably expecting we might see from ADA over the next year or two. Seems the ship has been turning for years according to some. Perhaps that was the problem... we ended up sailing in circles. Maybe we need to straighten the course out. level 1, 2, 3 hypoglycemia, That is new. (?) what level do we have here? Or does the fact she had a seizure make it level 3? The chit the physicians are pushing is dangerous. however, she can not live with out it.
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