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Post by mnholdem on Apr 2, 2018 10:12:43 GMT -5
Pep -
You might try contacting them to see if it's a formatting issue. Of course, they might have kicked it for being unclear (us mods aren't always the brightest). Preface your graphs with a statement like, "Here are the FDA's labels comparing Onset of Action between FIASP and Afrezza."
I don't know if your speculation about integrity is accurate or not. Seeking Alpha staff may have thousands of replies to deal with on a daily basis since they cover such a broad range of stocks. For them, it may be a case of "if in doubt, toss it out."
Here at ProBoards we have a volunteer staff to deal with hundreds of posts rather than thousands of reader replies PLUS we're focused on a single stock about which we have pretty good knowledge. I'm not defending or endorsing SA (in fact I seldom use them except to obtain conference transcripts). I'm merely pointing out that they are much bigger than our forum and may have a tendency to pull the trigger on contrarian replies.
Where they might delete a reply that states "you're wrong" they might allow another that says "here is more recent data than what you used in your analysis..."
That's about all I care to say about that forum. I'm more interested in working with staff to help make ProBoards-MNKD the best investment forum for getting balanced information about MannKind Corporation.
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Post by sportsrancho on Apr 2, 2018 10:16:18 GMT -5
Peppy, Spencer answered you in his comment section.
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Post by peppy on Apr 2, 2018 10:38:08 GMT -5
Pep -
You might try contacting them to see if it's a formatting issue. Of course, they might have kicked it for being unclear (us mods aren't always the brightest). Preface your graphs with a statement like, "Here are the FDA's labels comparing Onset of Action between FIASP and Afrezza."
I don't know if your speculation about integrity is accurate or not. Seeking Alpha staff may have thousands of replies to deal with on a daily basis since they cover such a broad range of stocks. For them, it may be a case of "if in doubt, toss it out."
Here at ProBoards we have a volunteer staff to deal with hundreds of posts rather than thousands of reader replies PLUS we're focused on a single stock about which we have pretty good knowledge. I'm not defending or endorsing SA (in fact I seldom use them except to obtain conference transcripts). I'm merely pointing out that they are much bigger than our forum and may have a tendency to pull the trigger on contrarian replies.
Where they might delete a reply that states "you're wrong" they might allow another that says "here is more recent data than what you used in your analysis..."
That's about all I care to say about that forum. I'm more interested in working with staff to help make ProBoards-MNKD the best investment forum for getting balanced information about MannKind Corporation.
Thank you MN. I do not care enough about seeking alpha to try. Purposely, I do not read them as I seem to be into boycotting businesses that do not reflect my values. Does Spencer talk about how insurance works and why afrezza isn't covered? does Spencer ever say, although afrezza is not covered much by insurance the user real world blood glucose levels when using afrezza are much improved? Does Spencer talk about the real world improvements in HbA1c for users? love ya sports, thank you.
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Post by sweedee79 on Apr 2, 2018 12:51:03 GMT -5
It's not the Spiro test that is causing low sales... it is the lack of awareness ...
it is also because docs are used to what they are doing and don't want to change... they don't realize the benefits
It is also due to the standard of care.. an A1C of 7 is considered good.. if patients are getting that A1C doctors won't see why they should change.. tight control scares doctors due to risks of hypo.. no one wants to be sued..
Also there is the shadow of Exubera looming... or used as an excuse
AND as long as insurance can get by without paying for something more expensive they will...
IF patients fight for it.. they may get it... if they can prove that it's better... but it's a heck of fight in many cases... and docs may very well prescribe Afrezza inappropriately because they fear hypo etc.. due to the standard of care.. etc.. Afrezza seems to require more units to control blood sugar..
It's a whole bunch of things.. we have to prove to the medical community and to insurance that Afrezza is superior.. and also make Afrezza the standard of care.. no one will be able to argue then..
Mike said 3 years
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Post by brotherm1 on Apr 2, 2018 13:35:12 GMT -5
Mike said three years? Oh my. Now I see why our share price is getting clubbed.
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Post by brotherm1 on Apr 3, 2018 6:30:08 GMT -5
It's not the Spiro test that is causing low sales... it is the lack of awareness ... it is also because docs are used to what they are doing and don't want to change... they don't realize the benefits It is also due to the standard of care.. an A1C of 7 is considered good.. if patients are getting that A1C doctors won't see why they should change.. tight control scares doctors due to risks of hypo.. no one wants to be sued.. Also there is the shadow of Exubera looming... or used as an excuse AND as long as insurance can get by without paying for something more expensive they will... IF patients fight for it.. they may get it... if they can prove that it's better... but it's a heck of fight in many cases... and docs may very well prescribe Afrezza inappropriately because they fear hypo etc.. due to the standard of care.. etc.. Afrezza seems to require more units to control blood sugar.. It's a whole bunch of things.. we have to prove to the medical community and to insurance that Afrezza is superior.. and also make Afrezza the standard of care.. no one will be able to argue then.. Mike said 3 years I must have missed his three year statement Sweedee. Did he say it at the Oppenheimer conference? Did he say three years until it becomes the standard of care?
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Post by peppy on Apr 3, 2018 7:00:16 GMT -5
It's not the Spiro test that is causing low sales... it is the lack of awareness ... it is also because docs are used to what they are doing and don't want to change... they don't realize the benefits It is also due to the standard of care.. an A1C of 7 is considered good.. if patients are getting that A1C doctors won't see why they should change.. tight control scares doctors due to risks of hypo.. no one wants to be sued.. Also there is the shadow of Exubera looming... or used as an excuse AND as long as insurance can get by without paying for something more expensive they will... IF patients fight for it.. they may get it... if they can prove that it's better... but it's a heck of fight in many cases... and docs may very well prescribe Afrezza inappropriately because they fear hypo etc.. due to the standard of care.. etc.. Afrezza seems to require more units to control blood sugar.. It's a whole bunch of things.. we have to prove to the medical community and to insurance that Afrezza is superior.. and also make Afrezza the standard of care.. no one will be able to argue then.. Mike said 3 years I must have missed his three year statement Sweedee. Did he say it at the Oppenheimer conference? Did he say three years until it becomes the standard of care? www.nasdaq.com/symbol/mnkd/call-transcriptsBrotherm; I am trying to recall. I believe Mike said from when MNKD got afrezza back. Year three is now.
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Post by akemp3000 on Apr 3, 2018 7:13:35 GMT -5
In sales and in life, the most difficult challenge is to change inertia or habits. It's human nature to want to keep doing things the same way to keep life simple. Doctors are probably the most stubborn and difficult to change. I agree with Sweedee that it's a whole bunch of things. IMO Mannkind is now on the right path since Mike took over less than a year ago. He's made many changes and hired Dr. Kendall. The company now seems to be well focused on attacking all of the challenges. IMO we'll likely see a continuing evolution of changes and improved marketing especially following the pending partnership announcements and the release of the STAT study results. GL
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Post by sweedee79 on Apr 3, 2018 10:21:10 GMT -5
It was at NobleCon 2018 where Mike gave us a 3 year window to make Afrezza successful That is what I recall or have in my mind. I believe Dr. Kendall said something about making Afrezza the standard of care..
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Post by peppy on Apr 3, 2018 10:33:02 GMT -5
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Post by sweedee79 on Apr 3, 2018 10:46:53 GMT -5
I just listened to the webcast again.. He said we need a good 3 year window to bring this company to success... It was a point that stuck with me when I initially listened to the webcast.
The webcast is listed on the mnkd website.
There were so many points made in that webcast that addressed my concerns.. Things I saw when my dad was on Afrezza.. such as dosing.. can't wait for the Stat study to come out at ADA..
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Post by boca1girl on Apr 3, 2018 11:46:56 GMT -5
I just listened to the webcast again.. He said we need a good 3 year window to bring this company to success... It was a point that stuck with me when I initially listened to the webcast. The webcast is listed on the mnkd website. There were so many points made in that webcast that addressed my concerns.. Things I saw when my dad was on Afrezza.. such as dosing.. can't wait for the Stat study to come out at ADA.. I remembered something about that 3 year time line because I have 2020 strike 5 options. I remembered thinking to myself where the price might be Jan 2020 after the 3 year comment. It didn’t make me feel confortable with regards to those options.
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Post by brotherm1 on Apr 3, 2018 12:11:56 GMT -5
I just listened to the webcast again.. He said we need a good 3 year window to bring this company to success... It was a point that stuck with me when I initially listened to the webcast. The webcast is listed on the mnkd website. There were so many points made in that webcast that addressed my concerns.. Things I saw when my dad was on Afrezza.. such as dosing.. can't wait for the Stat study to come out at ADA.. Should we assume by success in his mind he is referring to MNKD being merely profitable or does he mean success in his mind where Aftezza is accepted into tier one by most insurance companies, paid for by Medicare, label is changed, is accepted as standard of care by the ADA, when TrepT is given the green light by the FDA, other goals he has in mind, and MNKD is very profitable and the share price is back to post Afrezza FDA approval ?
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Post by sweedee79 on Apr 3, 2018 12:38:34 GMT -5
brotherm1 .. IMO they are seeking that Afrezza be the standard of care.. And I believe that is what they are going for. This is why Dr. Kendall came on board. Mike has done a lot to straighten out the mess since he came to the company. When I look back it's really too bad these things weren't addressed early on. I'm not sure what the previous management was thinking, considering there were no proper dosing instructions etc. As well as Afrezza being so different in the current market. I believe they are trying to right the ship.. And it will take 3 years.. IF we can accomplish that how can the company not be a success given what we know about Afrezza? Mike has made tremendous gains already in a short amount of time. I guess it's how you interpret it.. but that is how I understood it given the context of the entire webcast.
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Post by sweedee79 on Apr 3, 2018 12:44:42 GMT -5
Also, I'm not sure what tier insulin is on in mainstream formularies.. but with medicare ALL insulin has been moved to tiers 3 and 4.. insurance companies don't want to pay for diabetes care at all.. whether that be Afrezza or any other mealtime insulin.
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