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Post by jpg on Feb 13, 2015 9:59:15 GMT -5
Pretty mild for AF, main argument is market cap, which I believe is our biggest vulnerability. I guess pounding the table on poor Rx numbers at this time was even too dumb for AF to attack. Not certain why he obsesses with the balance sheet? It's not that bad. As for the market cap the bears are currently doing a pretty good job of making it much more reasonable.... |
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Post by alethea on Feb 13, 2015 11:16:26 GMT -5
Pretty mild for AF, main argument is market cap, which I believe is our biggest vulnerability. I guess pounding the table on poor Rx numbers at this time was even too dumb for AF to attack.
$MNKD $SNY announce Afrezza launch today. Product has been available in pharmacies for at least a week. Last week’s Rx: 1. Go team!
Silent Bob's reposting of Awipe Fraudstein's latest hit piece left out the funniest part. "Last week’s Rx: 1. Go team!" Forgive me but I despise that man.
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Post by otherottawaguy on Feb 13, 2015 12:04:04 GMT -5
Here's to him being short enough shares that he can't get out from under the rock that he occasionally emerges...
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Post by shortslaver on Feb 13, 2015 12:11:40 GMT -5
Pretty mild for AF, main argument is market cap, which I believe is our biggest vulnerability. I guess pounding the table on poor Rx numbers at this time was even too dumb for AF to attack. Not certain why he obsesses with the balance sheet? It's not that bad. As for the market cap the bears are currently doing a pretty good job of making it much more reasonable.... .6 ratio is the problem to him. He doesn't consider the money coming from SNY though. |
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Post by dreamboatcruise on Feb 13, 2015 12:17:09 GMT -5
I know some investors have been wanting to be proactive with regard to Afrezza launch. One thing that does need to be done is to update the Wikipedia page for "inhalable insulin". It says Afrezza is FDA approved but only says it "may" become available. It also doesn't discuss Afrezza dosing vs the problems of Exubera dosing they cite as one of its downfalls. No mention of improved PK or Afrezza's potential as early intervention.
According to wikipedia's policies, updating the page is something Sanofi cannot do themselves. I guess actually having an investor do it is gray area at best with respect to conflict of interest... but heck, how will they know. To do it right one should include references to statements from M.D.s with regard to things like potential for early intervention benefits.
I'd do it myself but for two things... 1) short on time and 2) for some strange reason I'm in a block of IP addresses with my home provider that has been blocked from editing wikipedia pages.
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Post by jpg on Feb 13, 2015 12:53:31 GMT -5
Not certain why he obsesses with the balance sheet? It's not that bad. As for the market cap the bears are currently doing a pretty good job of making it much more reasonable.... .6 ratio is the problem to him. He doesn't consider the money coming from SNY though. He has previously stated he thinks Dance Pharma's inhaled insulin is a better choice because of the balance sheet. How's that working out for him? The Street throws anything it has hoping something will stick. Strange they comment so often and always timed with a bear raid... Hmmm. |
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Post by brentie on Feb 13, 2015 12:57:30 GMT -5
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Post by liane on Feb 13, 2015 13:00:05 GMT -5
brentie - what a great cat - he brushes himself!
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Post by cubonwallstreet on Feb 13, 2015 14:11:17 GMT -5
Gotta love Seeking Alpha.
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Post by brentie on Feb 13, 2015 14:42:41 GMT -5
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Post by savzak on Feb 13, 2015 15:06:10 GMT -5
Good commercial for Subway too. The healthy fast food choice. That little girl is an angel. I remember having daughters that age. What a wonderful time. |
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Post by Chris-C on Feb 13, 2015 15:48:32 GMT -5
Good commercial for Subway too. The healthy fast food choice. That little girl is an angel. I remember having daughters that age. What a wonderful time. Savzak: Thanks for sharing and nicely put about daughters of a certain age. They grow up all too quickly, retaining the magical power to "influence" their dads with a cute smile. They also remain on the payroll longer than I had anticipated when they were younger. But...as they say...it's all good! GLTA Chris-C |
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Post by brentie on Feb 13, 2015 17:31:16 GMT -5
I thought I remembered Layla from an earlier video...
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Post by cubonwallstreet on Feb 13, 2015 17:41:24 GMT -5
Reading different platforms (reddit, mostly, among other forums), it seems many people are skeptical of Afrezza (Mannkind) and its legitimacy. I wonder if these same people would think differently about it if they knew Mannkind's Al Mann has a very long, successful history in the diabetes field and was very important in bringing the insulin pump to the market. Anyways, a good week, nonetheless. Everyone have a good weekend and good luck to all-- except the shorties  |
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Post by kc on Feb 14, 2015 0:05:40 GMT -5
Al Mann needs to be on a 60 minute interview talking about his life and his inventions including the insulin pump, cochlear ear implant and Afrezza
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