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Post by slugworth008 on May 20, 2018 23:16:51 GMT -5
We are the little engine that could. Where would we be in this world if people gave up on their visions? Al had the vision, Mike grabbed the torch. And with his confidence created the team. Bill did the same with Vdex. It’s amazing how many people who say they have no position in the stock spend so much time every day talking about us longs. And then the longs who have let paranoia, “shorts” and wishy-washiness set in and get into their psyche. It’s time to ignore the noise and keep your eyes on the track:-) youtu.be/UuDK0xIZFToI see one difference in the little engine that could, if I remember it correctly. I don't think the little engine that could ever got to the very top of the hill, looked down the other side, and then slid back down the hill, ending in a heap.  But, after some major repairs, our little engine is climbing that hill again. I believe the little engine popped into the shop for a 5/1 reverse engine overhaul and then continued painfully up the hill. At least that's the story I remember. |
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Post by slugworth008 on May 20, 2018 23:18:35 GMT -5
We are the little engine that could. Where would we be in this world if people gave up on their visions? Al had the vision, Mike grabbed the torch. And with his confidence created the team. Bill did the same with Vdex. It’s amazing how many people who say they have no position in the stock spend so much time every day talking about us longs. And then the longs who have let paranoia, “shorts” and wishy-washiness set in and get into their psyche. It’s time to ignore the noise and keep your eyes on the track:-) youtu.be/UuDK0xIZFToSports, as many here know, I am one of those people who have no position in this stock. I am NOT one of those people who "spend so much time everyday talking about us longs" as a matter of fact, I post very little here but do read quite a bit. While I do respect the optimism expressed by those who continue to hang on to their shares the truth is that an investment in Mannkind has been an unmitigated disaster for nearly every investor other than those who were short. BTW, for the record I have never shorted a stock in my life.
The fact is, most investors in this company are so far down they have no choice but to hold on and hope Mike can pull it all together. I guess I'm confused by these "feel good" posts. They have a certain "Stockholm Syndrome" feel to them. I am not completely negative however. I do believe that Mike has assembled probably the best team that Mannkind has ever had. Let's not forget that it was Al's goal to sell the company. I believe that he genuinely believed that big pharma would beat a path to his door not only for Afrezza but for Technosphere once approved. He was wrong and we are now attempting to salvage the company before funding dries up completely.
I am cautiously optimistic about the outcome of the ADA Conference and sincerely hope that Dr. Kendall can have a positive impact on the script count but until that happens the share price will continue to languish. I believe there is a middle ground between unbridled enthusiasm and outright negativity which is a realistic approach. That is the one I espouse. I may just have to become an investor again if they can really get things moving but until then I will remain on the sidelines. Good luck to all, I wish you the best.
You are spot on with this post. IMO |
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Post by brotherm1 on May 20, 2018 23:20:09 GMT -5
CMO David Kendall MD recently made a statement to the effect that Technosphere Insulin (Afrezza) is ten years ahead of today's diabetes treatments. Alfred E Mann believed that to be true, as do many who invested in the company he founded. TI is the only insulin in the world whose PK/PD profile nearly matches that of a healthy pancreas and medical science has only recently begun to unravel the complexity of functions and signaling that are executed by a healthy human pancreas. Some think that merely injecting RAA insulin earlier will duplicate the first phase insulin release that Afrezza but it doesn't come close. Also, a healthy pancreas doesn't leave excess insulin in the bloodstream beyond what's needed. There is other indigenous signaling involved, such as glycogen release to bring blood sugars back into balance after first and second phase insulin release. Failure to achieve first phase can throw signaling out of whack. Again, simulating a healthy pancreas has benefits that the medical community is only beginning to understand.
Dr. Kendall also stated that the ADA has recently initiated contact with MannKind. Normally, it's the other way around. Remember, MannKind's new CMO was the former Chief Scientific and Medical Officer for the American Diabetes Association. In addition, the former President of the American Diabetes Association, John E. Anderson MD, currently is a member of MannKind's newly formed Scientific Advisory Board. Dr. Kendall recently stated that he believes that Technosphere Insulin (Afrezza) will become the Standard of Care for treating both Type 1 and Type 2 diabetes.
Powerful words by someone who has powerful friends in the medical community.
I have strongly believed in the science behind Technosphere Insulin since I first researched it many years ago, when I first recognized that what Alfred Mann said was true. Afrezza can revolutionize diabetes treatment in many ways. If used in early intensive insulin therapy, it can result in remission of the disease. Many clinical studies have validated this. It's not a theory. Several of the authors of those studies that have been published over the years have lamented the fact that subcutaneous injections of insulin are simply too slow and also the idea of insulin injections is resisted by patients diagnosed with early stage diabetes.
Technosphere delivers ultra fast acting insulin using pulmonary administration via an inert, harmless particle that is the exact size needed to reach the alveoli and transport immediately into the blood stream, within one minute of the speed at which a healthy pancreas does the same thing. Technosphere Insulin is a shining example of what is termed a "disruptive" technology - innovations that are often so different from conventional wisdom that physicians simply don't believe it at first. However, with the support and council of a remarkable Chief Medical Officer, Scientific Advisory Board and a CEO who is driven to fulfill Alfred Mann's vision, I think that MannKind Corporation will soon be making believers in Technosphere Insulin out of the healthcare professionals within the diabetes treatment industry.
Today the science and understanding of diabetes is advancing at a rapidly accelerated rate, thanks largely to CGM and other modern marvels. The ADA and AACE have been paying attention, even to the point that the ADA recently announced that it will be updating the Diabetes Standards of Care more frequently than once a year. They've acknowledged that the advancements are accelerating so fast that it's become essential for them to keep pace.
I have never sold a share of MNKD and I continue to accumulate. I do this because I believe that the science will prevail. Naysayers will continue to ridicule and lambast MannKind Corporation, much like the scientific community did in regard to Galileo's revelations.
Good fortune all. 
Totally well said Minnesota Holdem. Thanks for posting that. That’s beautiful. |
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Post by mango on May 21, 2018 8:10:02 GMT -5
Sports, as many here know, I am one of those people who have no position in this stock. I am NOT one of those people who "spend so much time everyday talking about us longs" as a matter of fact, I post very little here but do read quite a bit. While I do respect the optimism expressed by those who continue to hang on to their shares the truth is that an investment in Mannkind has been an unmitigated disaster for nearly every investor other than those who were short. BTW, for the record I have never shorted a stock in my life. The fact is, most investors in this company are so far down they have no choice but to hold on and hope Mike can pull it all together. I guess I'm confused by these "feel good" posts. They have a certain "Stockholm Syndrome" feel to them. I am not completely negative however. I do believe that Mike has assembled probably the best team that Mannkind has ever had. Let's not forget that it was Al's goal to sell the company. I believe that he genuinely believed that big pharma would beat a path to his door not only for Afrezza but for Technosphere once approved. He was wrong and we are now attempting to salvage the company before funding dries up completely.
I am cautiously optimistic about the outcome of the ADA Conference and sincerely hope that Dr. Kendall can have a positive impact on the script count but until that happens the share price will continue to languish. I believe there is a middle ground between unbridled enthusiasm and outright negativity which is a realistic approach. That is the one I espouse. I may just have to become an investor again if they can really get things moving but until then I will remain on the sidelines. Good luck to all, I wish you the best.
Stockholm Syndrome? Give me a break. In the first place I know you’re not one of those people, far from it. But I just met Dr. Kendall. My client and his son got to spend a good amount of time with Mike, and Jake took Afrezza at the shareholder dinner. Along with Joey and Denise. You weren’t there, you didn’t hear what Dr. Kendall said about Afrezza compared to other barbaric insulin's. In addition to that I’m not all that much underwater so I don’t see why it’s so hard to understand. (And I’m very aware Al wanted to sell the company). When you have friends on Afrezza you’re rooting for the company to do well:-) Bottom line is diversification in your portfolio keeps you sane while you’re waiting for the laggards to catch up. I feel good about the company, I feel good about the people that work at the company. I have just as much right to feel good as other people have to feel bad... it’s just my personality to be a diehard. I don’t give up, and from what I can tell nobody at Mannkind is about to give up either! If sports ever gave up I would be absolutely devastated. But I know that will never happen & I'm grateful we're friends. And you're always so respectful, even in this situation. I really should take notes. And for the doubters, Kendall described the preliminary data from the Lost 65 Studies as veins of gold. Who in history has ever described medical data using such profound imagery? Maybe these veins of gold will lead to a sea of gold? |
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Post by mango on May 21, 2018 9:53:05 GMT -5
CMO David Kendall MD recently made a statement to the effect that Technosphere Insulin (Afrezza) is ten years ahead of today's diabetes treatments. Alfred E Mann believed that to be true, as do many who invested in the company he founded. TI is the only insulin in the world whose PK/PD profile nearly matches that of a healthy pancreas and medical science has only recently begun to unravel the complexity of functions and signaling that are executed by a healthy human pancreas. Some think that merely injecting RAA insulin earlier will duplicate the first phase insulin release that Afrezza but it doesn't come close. Also, a healthy pancreas doesn't leave excess insulin in the bloodstream beyond what's needed. There is other indigenous signaling involved, such as glycogen release to bring blood sugars back into balance after first and second phase insulin release. Failure to achieve first phase can throw signaling out of whack. Again, simulating a healthy pancreas has benefits that the medical community is only beginning to understand.
Dr. Kendall also stated that the ADA has recently initiated contact with MannKind. Normally, it's the other way around. Remember, MannKind's new CMO was the former Chief Scientific and Medical Officer for the American Diabetes Association. In addition, the former President of the American Diabetes Association, John E. Anderson MD, currently is a member of MannKind's newly formed Scientific Advisory Board. Dr. Kendall recently stated that he believes that Technosphere Insulin (Afrezza) will become the Standard of Care for treating both Type 1 and Type 2 diabetes.
Powerful words by someone who has powerful friends in the medical community.
I have strongly believed in the science behind Technosphere Insulin since I first researched it many years ago, when I first recognized that what Alfred Mann said was true. Afrezza can revolutionize diabetes treatment in many ways. If used in early intensive insulin therapy, it can result in remission of the disease. Many clinical studies have validated this. It's not a theory. Several of the authors of those studies that have been published over the years have lamented the fact that subcutaneous injections of insulin are simply too slow and also the idea of insulin injections is resisted by patients diagnosed with early stage diabetes.
Technosphere delivers ultra fast acting insulin using pulmonary administration via an inert, harmless particle that is the exact size needed to reach the alveoli and transport immediately into the blood stream, within one minute of the speed at which a healthy pancreas does the same thing. Technosphere Insulin is a shining example of what is termed a "disruptive" technology - innovations that are often so different from conventional wisdom that physicians simply don't believe it at first. However, with the support and council of a remarkable Chief Medical Officer, Scientific Advisory Board and a CEO who is driven to fulfill Alfred Mann's vision, I think that MannKind Corporation will soon be making believers in Technosphere Insulin out of the healthcare professionals within the diabetes treatment industry.
Today the science and understanding of diabetes is advancing at a rapidly accelerated rate, thanks largely to CGM and other modern marvels. The ADA and AACE have been paying attention, even to the point that the ADA recently announced that it will be updating the Diabetes Standards of Care more frequently than once a year. They've acknowledged that the advancements are accelerating so fast that it's become essential for them to keep pace.
I have never sold a share of MNKD and I continue to accumulate. I do this because I believe that the science will prevail. Naysayers will continue to ridicule and lambast MannKind Corporation, much like the scientific community did in regard to Galileo's revelations.
Good fortune all.
I love this. And the science has really already prevailed. Afrezza has been life changing for so many people that it's awe inspiring and there's no giving up on that. |
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Post by hammer on May 21, 2018 11:50:32 GMT -5
It feels as if I have been harping on this for 10 years, perhaps because it has actually been longer than that. It all comes down to morbidity vs mortality and where Afrezza fits with other meal time insulins. It all comes down to time in range. To the patient perhaps, Mortality is the most important issue with Morbidity secondary. To the insurance company its the exact opposite when it comes to dollars and cents. The insurers impetus unfortunately is based upon dollars spent. If they provide you with an injectable insulin that in itself manages hyperglycemia albeit inferior they have done there job. If mortality ensues their cost actually are controlled.
Perhaps the STAT study will provide better data or get the attention of potential suitors willing to partner with Mannkind. In the mean time as we look at early adopters of Afrezza and others successful in its use we are seeing nothing but extraordinary decreases in A1C. Keep in mind each 1% decrease decreases micro-vascular morbidity by as much as 45%. This should be extremely important to insurers since cost related to morbidity with diabetes are astronomical. If Afrezza increases time in range while decreasing A1c its not just a miracle for the patient its a miracle for the insurance company even if treatment cost for the drug itself is steeper than injectable.
I apologize for preaching to the choir on this one. Mannkind marketing does not hit the morbidity issue as well as they could IMHO. They talk about outsulin, the talk about how fast it works but they are only implying the effect on morbidity and mortality. Hopefully future studies or the mountain of studies that Kendall has in hand a paper could be written in the language insurers understand which correlates Afrezza A1c reduction, increase time in range to medical cost savings over the lifetime of a diabetic type1 or type2.
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Post by ilovekauai on May 21, 2018 11:58:50 GMT -5
IMO, it's important not to lose sight of the fact that the STAT was with only 60 participants. Even Kendall alluded to this at the ASM last week and that caught my ear and stayed with me. However, he did qualify his statement by stating many good things will sprout from the study regardless. To me at least, Kendall was saying to temper early expectations from the STAT presentation next month at the ADA. I liked that he was honest and forthcoming, a plus in my playbook. Cheers.
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Post by dreamboatcruise on May 21, 2018 12:31:31 GMT -5
Stockholm Syndrome? Give me a break. In the first place I know you’re not one of those people, far from it. But I just met Dr. Kendall. My client and his son got to spend a good amount of time with Mike, and Jake took Afrezza at the shareholder dinner. Along with Joey and Denise. You weren’t there, you didn’t hear what Dr. Kendall said about Afrezza compared to other barbaric insulin's. In addition to that I’m not all that much underwater so I don’t see why it’s so hard to understand. (And I’m very aware Al wanted to sell the company). When you have friends on Afrezza you’re rooting for the company to do well:-) Bottom line is diversification in your portfolio keeps you sane while you’re waiting for the laggards to catch up. I feel good about the company, I feel good about the people that work at the company. I have just as much right to feel good as other people have to feel bad... it’s just my personality to be a diehard. I don’t give up, and from what I can tell nobody at Mannkind is about to give up either! If sports ever gave up I would be absolutely devastated. But I know that will never happen & I'm grateful we're friends. And you're always so respectful, even in this situation. I really should take notes. And for the doubters, Kendall described the preliminary data from the Lost 65 Studies as veins of gold. Who in history has ever described medical data using such profound imagery? Maybe these veins of gold will lead to a sea of gold? "Embarrassment of riches" doesn't count? |
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Post by cretin11 on May 21, 2018 13:58:38 GMT -5
The embarrassment part came true at least. Now we have veins of gold. Hopefully if only half of that comes true it’s the “gold” part.
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Post by agedhippie on May 21, 2018 14:13:23 GMT -5
IMO, it's important not to lose sight of the fact that the STAT was with only 60 participants. Even Kendall alluded to this at the ASM last week and that caught my ear and stayed with me. However, he did qualify his statement by stating many good things will sprout from the study regardless. To me at least, Kendall was saying to temper early expectations from the STAT presentation next month at the ADA. I liked that he was honest and forthcoming, a plus in my playbook. Cheers. I don't see the short term impact of STAT as that significant, however it has great potential long term impact. What I think that will be is the justify to spend the money on STAT-2 which would be a far bigger and longer study that really would move the needle. I suspect some of the data mining Dr Kendall is doing is finding leads for future studies to build a solid case for Afrezza. |
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Post by mnholdem on May 21, 2018 15:24:03 GMT -5
You could be right about STAT but the word is that MannKind's late-breaking poster at ADA2018 will show a significant reduction of severe hypo events. That would mean less of those costly EMT and emergency room visits. That has direct and short-term cost benefits to insurers and would capture their attention, IMHO.
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Post by Deleted on May 21, 2018 15:43:31 GMT -5
Sports, as many here know, I am one of those people who have no position in this stock. I am NOT one of those people who "spend so much time everyday talking about us longs" as a matter of fact, I post very little here but do read quite a bit. While I do respect the optimism expressed by those who continue to hang on to their shares the truth is that an investment in Mannkind has been an unmitigated disaster for nearly every investor other than those who were short. BTW, for the record I have never shorted a stock in my life.
The fact is, most investors in this company are so far down they have no choice but to hold on and hope Mike can pull it all together. I guess I'm confused by these "feel good" posts. They have a certain "Stockholm Syndrome" feel to them. I am not completely negative however. I do believe that Mike has assembled probably the best team that Mannkind has ever had. Let's not forget that it was Al's goal to sell the company. I believe that he genuinely believed that big pharma would beat a path to his door not only for Afrezza but for Technosphere once approved. He was wrong and we are now attempting to salvage the company before funding dries up completely.
I am cautiously optimistic about the outcome of the ADA Conference and sincerely hope that Dr. Kendall can have a positive impact on the script count but until that happens the share price will continue to languish. I believe there is a middle ground between unbridled enthusiasm and outright negativity which is a realistic approach. That is the one I espouse. I may just have to become an investor again if they can really get things moving but until then I will remain on the sidelines. Good luck to all, I wish you the best.
Stockholm Syndrome? Give me a break. In the first place I know you’re not one of those people, far from it. But I just met Dr. Kendall. My client and his son got to spend a good amount of time with Mike, and Jake took Afrezza at the shareholder dinner. Along with Joey and Denise. You weren’t there, you didn’t hear what Dr. Kendall said about Afrezza compared to other barbaric insulin's. In addition to that I’m not all that much underwater so I don’t see why it’s so hard to understand. (And I’m very aware Al wanted to sell the company). When you have friends on Afrezza you’re rooting for the company to do well:-) Bottom line is diversification in your portfolio keeps you sane while you’re waiting for the laggards to catch up. I feel good about the company, I feel good about the people that work at the company. I have just as much right to feel good as other people have to feel bad... it’s just my personality to be a diehard. I don’t give up, and from what I can tell nobody at Mannkind is about to give up either! Sports, my contention is that the next 6-9 months is where if there is going to be significant revenue growth, this time frame will be it. Thoughts & comments appreciated. |
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Post by sportsrancho on May 21, 2018 17:13:33 GMT -5
That’s what the word on the street is...I’m hearing second half of the year. ( 2H )
What mnholdem posted right above you is also the word on the street!
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Post by mango on May 21, 2018 17:22:52 GMT -5
If sports ever gave up I would be absolutely devastated. But I know that will never happen & I'm grateful we're friends. And you're always so respectful, even in this situation. I really should take notes. And for the doubters, Kendall described the preliminary data from the Lost 65 Studies as veins of gold. Who in history has ever described medical data using such profound imagery? Maybe these veins of gold will lead to a sea of gold? "Embarrassment of riches" doesn't count? Mangos to applles. |
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Post by sportsrancho on May 21, 2018 17:23:56 GMT -5
"Embarrassment of riches" doesn't count? Mangos to applles. LMAO! |
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But, after some major repairs, our little engine is climbing that hill again. 
