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Post by dreamboatcruise on Feb 15, 2018 16:51:11 GMT -5
Let’s say the UAE chip is under the left hand and the RLS chip is under the right, which one would you pick? Or perhaps like three cups, UAE is under one, RLS under another... but no matter how closely we watch the slight of hand we keep picking the cup with nothing under it
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Post by slugworth008 on Feb 15, 2018 16:58:05 GMT -5
I saw that typo and changed it. Lol AH yes, the mythical UAE shipment. LOL Maybe someday.
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Post by sportsrancho on Feb 15, 2018 16:58:56 GMT -5
Let’s say the UAE chip is under the left hand and the RLS chip is under the right, which one would you pick? Or perhaps like three cups, UAE is under one, RLS under another... but no matter how closely we watch the slight of hand we keep picking the cup with nothing under it For some reason that reminds me of this poem ....”For of all sad words of tongue or pen, The saddest are these: 'It might have been!'" Anyway, pick right or left, you only have two choices:-)
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Post by falconquest on Feb 15, 2018 18:37:33 GMT -5
At least two reasons. 10 years ago the incretin drugs showed huge promise. In fact Ralph DeFronzo is having great success in his ongoing Qatar Study at stopping the progression of T2. Given the choice seven years ago of getting the huge office, huge salary and bragging rights going to work at Lilly, I probably would have done the same thing. However there is more. At the same time Pfizer came to market with Exubera but was seeing afrezza in the rear view mirror as a far superior product on the verge of approval. The chief scientist on the Exubera project told me they knew everything about afrezza and Pfizer knew it would take the market. Pfizer made the decision to not make the market for afrezza but rather pull Exubera and poison the market with the cancer FUD. What reasonable diabetes expert who is not emotionally attached to afrezza is going to go out on a limb and take a job with MNKD when Lilly is offering a HUGE deal? Not me and not Kendall. Take the time and go back to the ADCOM videos. The two big question; why not a huge change in A1c; and whats the long term lung impacts. The first is easy to answer but the second would take time.Now its 2018 and the first afrezza trials started 10 years ago. There are still some using afrezza for that period and no issues. In fact I think one lady tracked Mike down not long ago and said how its changed her life and guess what, no lung issues. We have had three years since product approval and guess what, in general no lung issues. At the same time 10 years later and the incretins have turned out exactly like Al Mann predicted, causing bigger issues than they are solving. I have no idea what Dr. Kendall has seen at Lilly with Trulicity. What I do know is as bad as Byetta and the rest are Trulicity may be even worse, if thats possible. It already comes with an FDA ‘black box’ warning about its risks of medullary thyroid cancer and other thyroid tumours. It was approved on the basis of just five small clinical trials (less than is usual for this kind of drug). The FDA has required the Eli Lilly to carry out five ‘post-marketing studies’, including an assessment of cardiovascular risks in people with type 2 diabetes as there is concern it may cause heart attacks too. Would I want to be associated with that??? With Dr. Kendall at this point in his career I don't think its about the money. I think he wants to do good for PWDs of the world. I think he is more of the cut of Al Mann and many here on Proboards. Would we like MNKD stock to go to $500, sure. But as Al said take care of the PWD and the rest will come. I would say Dr. David Kendall has now become a full-fledged member of the afrezza club. Excellent summary sayhey, thanks! As most of us recall the additional FDA testing was not really designed to show off Afrezza's true capabilities and we really weren't in a position to argue with the FDA following two CRL's. You're right about the long term implications but I believe we are getting to the point where that concern is potentially beginning to diminish. I really hope Dr. Kendall has a positive impact at Mannkind. I have a lot of money to recoup!
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Post by longstocking on Feb 16, 2018 0:38:57 GMT -5
Will it be a pump or the real thing? I guess if it’s a planned sale like last October then it’s a planned pump and I hopefully would be smart enough to sell. Then rebuy after the dump. I won't be selling stock. I'll be writing ATM covered calls at the next bump, placing the cash from the premiums into AMPE, OMER or AMD, then back into MNKD after the "dust settles". Just my two cents. BTW - I am still pondering my theory from last year that AMZN is actually a shell corp for RLS and they're going to get funded by Bezos via partnership or buy-out both MNKD and OMER. Take a look - OMER's GCPR's and MNKD's TS would provide AMZN and their new insurance company with plenty of FDA fast-tracked generics. Okay, bash away. Tell me why I'm crazy. After this many years and a few hundred thousand in MNKD stock I've an open mind to other theories. (AMGN, LLY, etc.) On the other hand, if Mike C wants to tell them all to piss off and we'll go it alone, I'm all in for that too. Obviously from my stock picks I'm a fan of underdogs.
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Post by silentknight on Feb 16, 2018 7:21:50 GMT -5
I'm concerned with the worst case scenario; Mnkd files chapter 11 and hands the company over to Deerfield as debtor in possession. This really wasn't on my mind until I read Deerfield and possibly the Mannkind Foundation sold all of their shares. What I can't understand is why the stock price is moving up. I pray Mike has something up his sleve. No worries. If this had any possibility at all, Mike C would have disclosed this to Dr. Kendall and he would have NEVER left Lilly. Dr. Kendall joining Mannkind is "almost" proof that Mike has something up his sleeve. These arguments have been made for every hire MNKD has made in the last two years. "Something" has always been on the horizon, yet nothing ever comes out. People claimed that Matt had to have something up his sleeve when he hired Mike. Then Mike had to have something up his sleeve when he hired the Chief Commercial Officer and the Chief People Officer. It's an argument that is pure speculation and has proven to be incorrect time and time again. We won't know why he came over, just like we haven't been told why Patrick McCauley or Stuart Tross came to MNKD but it certainly doesn't mean there's something in the works. People have been claiming that something has been up the sleeve of MNKD for years now without a lot to show for it. Perhaps there's nothing up there after all and what you see is what you get.
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Post by dreamboatcruise on Feb 16, 2018 9:01:57 GMT -5
No worries. If this had any possibility at all, Mike C would have disclosed this to Dr. Kendall and he would have NEVER left Lilly. Dr. Kendall joining Mannkind is "almost" proof that Mike has something up his sleeve. These arguments have been made for every hire MNKD has made in the last two years. "Something" has always been on the horizon, yet nothing ever comes out. People claimed that Matt had to have something up his sleeve when he hired Mike. Then Mike had to have something up his sleeve when he hired the Chief Commercial Officer and the Chief People Officer. It's an argument that is pure speculation and has proven to be incorrect time and time again. We won't know why he came over, just like we haven't been told why Patrick McCauley or Stuart Tross came to MNKD but it certainly doesn't mean there's something in the works. People have been claiming that something has been up the sleeve of MNKD for years now without a lot to show for it. Perhaps there's nothing up there after all and what you see is what you get. That's heresy in the church of MNKD. Here we believe one must always forget the past to have the future turn out different. Granted it goes against wisdom passed down through the ages, but heck... this is a cult, not a school of philosophy. Now get in line, or it's off to reeducation for you. Though in all seriousness, I think Dr. Kendall coming on board means something. Perhaps there is outside chance he was motivated strictly by getting away from a previous situation and simply looking for any paycheck, but I think that unlikely. I would assume he signed an NDA and given some additional insight into the business than we have, and he was convinced MNKD has a descent chance at succeeding with Afrezza. Though the calculation of success may be very different for an exec vs for a shareholder. We throw money at purchasing to average down as dilution occurs, whereas an exec gets a big paycheck each month from the company and likely gets free stock options over time giving them an equity stake safe from dilution. Very different risk profile.
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Post by sayhey24 on Feb 16, 2018 10:02:18 GMT -5
DBC - I am with you. I also think Dr. Kendall coming on board means something. I don't think I ever commented on another hire but Kendall is the real deal. IMO, the best news since afrezza approval.
With Al's failing health I knew the community was starting to dismiss him and along with that came Mannkind's credibility. IMO, not only does Kendall restores it but raises it to a new level.
We have three studies should should be available soon. I expect afrezza will do very well in two. I don't know what to expect from the One Drop study. I would think Kendal had seen preliminary results prior to joining.
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Post by peppy on Feb 16, 2018 10:05:26 GMT -5
DBC - I am with you. I also think Dr. Kendall coming on board means something. I don't think I ever commented on another hire but Kendall is the real deal. IMO, the best news since afrezza approval. With Al's failing health I knew the community was starting to dismiss him and along with that came Mannkind's credibility. IMO, not only does Kendall restores it but raises it to a new level. We have three studies should should be available soon. I expect afrezza will do very well in two. I don't know what to expect from the One Drop study. I would think Kendal had seen preliminary results prior to joining. I think Kendall saw the stat study. He has seen the writing on the wall. JUNE!
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Post by sportsrancho on Feb 16, 2018 13:31:15 GMT -5
DBC - I am with you. I also think Dr. Kendall coming on board means something. I don't think I ever commented on another hire but Kendall is the real deal. IMO, the best news since afrezza approval. With Al's failing health I knew the community was starting to dismiss him and along with that came Mannkind's credibility. IMO, not only does Kendall restores it but raises it to a new level. We have three studies should should be available soon. I expect afrezza will do very well in two. I don't know what to expect from the One Drop study. I would think Kendal had seen preliminary results prior to joining. I think Kendall saw the stat study. He has seen the writing on the wall. JUNE! Exactly, people can spin it anyway they want but that’s the bottom line!
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Post by kc on Feb 16, 2018 13:32:52 GMT -5
Like to get on a peleton and spin away my day.
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Post by dreamboatcruise on Feb 16, 2018 14:44:54 GMT -5
I think Kendall saw the stat study. He has seen the writing on the wall. JUNE! Exactly, people can spin it anyway they want but that’s the bottom line! Hopefully the writing said "Hit the ground running, and start getting some traction. Keep your nose to the grindstone, it's going to be a tough battle against entrenched interests".
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Post by akemp3000 on Feb 17, 2018 8:06:59 GMT -5
This is a VERY interesting period. On the downside, we're not seeing or hearing much about TV commercials. Scripts haven't started rising. Cash is low. We hear Deerfield and The Mann Trust are out. On the other hand, good study results are expected. Mannkind just hired one of the world's leading diabetes experts away from a global giant. The sales force is being expanded. Other positions are also being hired. If you connect the dots, you get a pretzel. IMO something significant MUST be going on behind the scenes but no one seems to have a clue as to what it might be. This really isn't surprising since most MNKD announcements come without any advance hints whatsoever, i.e. One Drop, Locust Walk, Biomm... My guess and hope is that we learn what's really going on sooner rather than later meaning this quarter.
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Post by falconquest on Feb 17, 2018 9:34:14 GMT -5
This is a VERY interesting period. On the downside, we're not seeing or hearing much about TV commercials. Scripts haven't started rising. Cash is low. We hear Deerfield and The Mann Trust are out. On the other hand, good study results are expected. Mannkind just hired one of the world's leading diabetes experts away from a global giant. The sales force is being expanded. Other positions are also being hired. If you connect the dots, you get a pretzel. IMO something significant MUST be going on behind the scenes but no one seems to have a clue as to what it might be. This really isn't surprising since most MNKD announcements come without any advance hints whatsoever, i.e. One Drop, Locust Walk, Biomm... My guess and hope is that we learn what's really going on sooner rather than later meaning this quarter. .....and hopefully something happens this time around. As you mention, One Drop, Locust Walk, Biomm, Damon Dash & nothing has moved the needle. It's about time to make something happen that actually moves the share price.....and product!
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Post by brotherm1 on Feb 17, 2018 10:42:52 GMT -5
Hellooooo? Sales are up 250-300% in the past 12 months. Share price is up 447% from it’s low in just the past 8 months. What needle are you referring to?
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