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Post by careful2invest on Mar 28, 2017 18:01:20 GMT -5
Hi. Was there a URL for the announcement, google is not being my friend for a change on this which Im interested to look at. With about a further 10pc decline today alone, any light reading to distract my focus on the price would be welcome... Matt said it in a conference call several months ago. Just never heard anything at all pertaining to that since. Still strange that my thread about this topic was deleted today. Reminiscent of YMB.
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Post by careful2invest on Mar 28, 2017 16:56:42 GMT -5
I posted a new thread today mentioning the announcement several months ago by Matt P when he said that either they (MNKD) or RLS was going to be announcing a "new drug using the Technosphere platform every six months" Not only did it never materialize, there was never a follow up comment or message stating what happened.
One person responded to my post as well as "liked" my thread and then it was deleted. I sent a message to Lianne to see if she deleted it or knew what happened and have yet to get a response. Strange...
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Post by careful2invest on Mar 27, 2017 22:59:26 GMT -5
Hold them accountable. If GoodRx has descriptions of drugs that cost more than $50 but don't include the word "expensive" in the description, the statement posted by GoodRx, while not a public falsehood per se, is very misleading. For example, Humira is listed with a retail price of $5,500 but the word "expensive" doesn't appear in the description. GoodRx also uses the term "short-acting" in the descriptions for Humalog and Apridra, but doesn't mention the insulin classification for the other prandial insulin brands Novolog or Afrezza. But let's regard these omissions of drug classification, for a moment. The bigger concern is that by choosing to selectively use the word "expensive" in the diabetes drug description, GoodRx appears to portray themselves as champions of cheaper insulin treatments. That's unfortunate because, in the long term, a cheap treatment like metformin may inflict more harm to the patient AND more lifetime costs for drug treatments and surgery to a patient with diabetes mellitus. The GoodRx folks apparently have not read the published studies that short-term intensive insulin treatment, if administered early enough (before the pancreas is irreparably damaged) has been proven to result in repairing the pancreas and the complete drug-free remission of diabetes mellitus for nearly 50% of the patients (meta-data from than 3,200 trial patients) for up to two years. No drugs for two years after STII therapy! It's been proven true and yet the American public continues to be subjected to this misleading, short-sighted information about insulin being "expensive". IMO, GoodRx should stick to price comparisons and using the official drug descriptions instead of injecting what many will consider their spurious opinions. The disclaimer at the GoodRx website reads, "GoodRx is not offering advice, recommending or endorsing any specific prescription drug, pharmacy or other information on the site." Using subjective words like "expensive" in such a narrow context of retail cost alone certainly seems to be an endorsement of "cheaper" diabetes drugs, that have proven to be disastrously expensive to the long-term health, and even life, of the patient. Hopefully, one solution is to provide links to the latest clinical studies and FDA data to information centers like GoodRx. That would likely be more effective than an ugly public-relations expose. How many times is this going to happen before MNKD grows a pair to contest the misleading reports written about AFREZZA? How many times does this make? Blatant or subtle... It happened before approval, causing two CRL's and yet nearly three years later, it continues to happen, further hurting the brand, might even bury it!! And all that we heard all along is that their "hands are tied" or in a "silent period". Or not allowed to say this or that. Even the SEC is turning a blind eye to what is going on. And I, like many, have lost a strong 6 figures! While I was told about an "embarrassment of riches". I guess that is only if I would have shorted MNKD 7 years ago instead of going long! I must have missed the disclaimer! There are many options to promote AFREZZA! Yes, some are expensive, but some are not! A smart, outgoing spokesperson, trained extensively about Diabetes, AFREZZA etc. to go on a nationwide talk show tour. Radio, Attend EVERY Diabetes Convention with force! MNKD could take advantage of Bernie Sanders fight against the big three with the pricing of Insulin, and come in at a lower price, with a Revolutionary, paradigm changing, life changing treatment for Diabetes and look like saviors while gaining the exposure that AFREZZA needs and deserves to finally become a success. Still no one has heard of AFREZZA, and many of those that have, have only heard the negative reports! And here we are...3 years later...Still trying to figure out the best method of titration?...Really?... and still getting bashed in the media and on Wall Street! I have not given up, I cannot afford to, but it's getting hard to stomach! If MNKD does not turn this around, I'll have no choice but to change my screen name to Careless2haveinvested! Come on Matt, Mike, show us something "epic"! I hope that you can do it!!
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Post by careful2invest on Mar 21, 2017 20:37:08 GMT -5
That is the most upbeat Motley Fool article I have ever seen on Mannkind. Their past articles have all been imminent doom and gloom - stay away from this stock. Humph? Makes ya wonder. I found that link on stocktwits earlier today. As I read the article, I had a sense of relief, things are coming into alignment. We need scripts to climb and articles like this one and even better articles will follow! AFREZZA works and works very well! We know this! Finally more people are realizing it too! It's just a matter of time! GLTA TRUE LONGS!
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Post by careful2invest on Mar 14, 2017 21:43:36 GMT -5
aged knows more about insulin and diabetes than I ever will. Thank the universe! I believe we are focusing on the wrong thing here. That he may Peppy, but that does not mean that he is not "soft-bashing"! My main point that initiated this thread was that we finally heard from MNKD directly, about AFREZZA's role in conjunction with the use of a CGM (either made by Dexcom or Abbot) as well as the mention of GOOGLE'S involvement in Diabetes.
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Post by careful2invest on Mar 14, 2017 13:55:09 GMT -5
I just watched a commercial for Januvia, It starts out, "If you are a type 2 Diabetic (I then said to my son, "I would be so happy if this was a commercial for AFREZZA") But of course, two plus years after FDA Approval, still non existent. But back to my point... Have you noticed the warnings of possible side effects of Januvia? Kidney problems, (some needing Dialysis) severe pain in your abdomen, vomiting, possible rash, hives, swelling of the face, lips, tongue and throat. Hypoglycemia, a possible blood test prior to and while using Januvia to check Kidney function, with the most common side effects being upper respiratory tract infections, stuffy or runny nose, sore throat and headache. And last but not least... Pancreatitus, which could lead to Death!Yet AFREZZA has a black box warning that in two plus years, MNKD has been unable to get revised? And take a look at the warnings for Toujeo, Metformin, etc etc. We need a more agressive approach to rectifying the many issues that are hurting AFREZZA'S market acceptance! And yes, of course, Advertising AFREZZA will not hurt the brand either...(I still do not get that) But the FDA warnings for AFREZZA need to be re evaluated asap! Why they have not made the necessary changes as yet just does not make sense! Still hoping, Still praying, Still waiting for MNKD to show some chutzpah! Have a nice Sunday! And then I watch a commercial for Victoza. In it, they claim that" Victoza outperfomed Januvia" But goes onto say that "more people on Victoza experienced nasua, diarrhea, and vomiting." Sounds great huh? Yet Victoza and Januvia continue to advertise and continue to sell their product! However, Matt did say the promotions of AFREZZA are on their way in the last webcast. In this case, Seeing is believing!!
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Post by careful2invest on Mar 14, 2017 13:36:17 GMT -5
So Mr Hippie- why do you spend so much time on this board ? Not implying anything, but just really want to know. Please tell To what I posted... That was a quote from Matt P from the webcast. And might I add something to the skepticism about mr hippie, I can almost expect a negative from mr. Hippie every time I or almost anyone else writes or posts anything positive about AFREZZA or MNKD! Look back at his post history if you doubt my word. Enough said!
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Post by careful2invest on Mar 14, 2017 12:55:32 GMT -5
But like the commercial about credit monitoring, Dexcom can only monitor.
It takes AFREZZA to address the task at hand!
I am starting to feel a little better about our position folks! Might be toking a little hopium, but the puzzle pieces fit, and MNKD has the key piece! AFREZZA!
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Post by careful2invest on Mar 14, 2017 12:24:43 GMT -5
From the webcast...
"Continuous glucose monitoring is becoming more and more predominant, more and more common. Dexcom recently got approval to have their meters used in Medicare, which is a big step. But it’s become better known that if you really want to know what’s going on with your blood glucose unless you’re really like pricking yourselves and taking your readings very, very frequently, CGM or continuous glucose monitoring, is the way to go. So it’s becoming more and more prevalent with new innovations coming along. Abbott has a new system that’s going to be much cheaper, probably better suited for the type-2 market than type-1. But you’re seeing these new innovations come along and you’ll often read about things and so many entities like Google and so forth are experimenting with new ways to do this and it’s getting better and better.
That all plays very nicely in the hands of Afrezza because now you have something you can actually react to the information you’re getting. Obviously you’re too high with the traditional injected insulin, if you try to correct a too high also find yourself chasing the curve. So by the time the insulin starts working, there are things down again then you crash. With Afrezza, it’s so fast-in and so fast-out, you can make corrections on fly like that and really do something with the information you’re getting with your CGM. So it’s a very nice partnering, watch my hands gestures [ph]."
That just lit up a little hopium that MNKD is actually on the case... Google?
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Post by careful2invest on Mar 12, 2017 15:38:52 GMT -5
Dreamboat wrote..."Do you really think this black box is at the crux of lack of Afrezza sales? What do you think the FDA would be justified in changing? "
Are you serious?? The issues are many, some have been overcome to a degree, (insurance coverage, etc..) But This portion of the lable as well as the lack of the "Ultra fast acting" classification on the lable are just part of the problem. You have been around long enough to know this is not "at the crux of lack of AFREZZA sales" A minimal amout of DD would answer that. There are many issues as to why AFREZZA is not selling! Advertising is IMHO, the biggest obstacle at this point. Not to mention the crookedness of BP!
And yes, my point was that Death is not a side effect of using AFREZZA, nor the other warnings, yet Januvia is advertising and selling, And here we sit after a 5-1 reverse split at under $2.00. It just does not make sense!
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Post by careful2invest on Mar 12, 2017 14:36:43 GMT -5
I just watched a commercial for Januvia, It starts out, "If you are a type 2 Diabetic (I then said to my son, "I would be so happy if this was a commercial for AFREZZA") But of course, two plus years after FDA Approval, still non existent.
But back to my point... Have you noticed the warnings of possible side effects of Januvia? Kidney problems, (some needing Dialysis) severe pain in your abdomen, vomiting, possible rash, hives, swelling of the face, lips, tongue and throat. Hypoglycemia, a possible blood test prior to and while using Januvia to check Kidney function, with the most common side effects being upper respiratory tract infections, stuffy or runny nose, sore throat and headache. And last but not least... Pancreatitus, which could lead to Death! Yet AFREZZA has a black box warning that in two plus years, MNKD has been unable to get revised?
And take a look at the warnings for Toujeo, Metformin, etc etc. We need a more agressive approach to rectifying the many issues that are hurting AFREZZA'S market acceptance! And yes, of course, Advertising AFREZZA will not hurt the brand either...(I still do not get that) But the FDA warnings for AFREZZA need to be re evaluated asap! Why they have not made the necessary changes as yet just does not make sense! Still hoping, Still praying, Still waiting for MNKD to show some chutzpah! Have a nice Sunday!
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Post by careful2invest on Mar 10, 2017 21:31:49 GMT -5
4Q16 ER is purposely on Thurs 3/16 after mkt close which will mark 10 consecutive trading days that Mnkd Pps is above $1 thereby preventing delisting. This will allow Matt to positively earn some grace from investors, then update new devs from a "position of strength". This prevents potential partners from low balling .... That's a joke right? You think shareholders are going to congratulate Matt on a job well done for a R/S that ended up eroding yet another 25% of the PPS, after he himself stated that the R/S wasn't something they were actively considering only two months prior, then trying to sell it as a positive development? Really? He should be apologizing, not expecting a pat on the back. There is no "position of strength" and any effort to sell it as such will only further destroy the claimant's credibility, what little of it remains for both Matt or anyone on this board trying to do the same. Look at the anemic script numbers every week and tell me that's strength. Please.... Does anyone remember that we were just over $11 per share just after approval of a Revolutionary treatment for Diabetes. At that moment and since that moment it was Mannkind's managements job to see AFREZZA to fruition. MNKD Management has made blunder after blunder to get us to where we are now. Not certain if they can turn things around and pull it out, but marketing process and concepts must change! My reservoir of hopium is running dangerously low!
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Post by careful2invest on Mar 10, 2017 19:03:11 GMT -5
Nice. "Inhalable insulin becoming more mainstream"............when? Mainstream... sidelined... those two words are easily confused. Words are no longer meant to be taken literally. It's 2017. Could be another case of alternative facts...
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Post by careful2invest on Mar 9, 2017 22:16:14 GMT -5
I just listened to about half of it - Very nice. Thanks for posting Nice conversation, and any exposure is a positive thing, but I naturally critique what MNKD does, so here goes... I am curious as to why Mike did not mention that MNKD is working in conjunction with the JDRF for pediatric use, as well as the bold and positive comment of the head of the JDRF (an actual user of AFREZZA) of how AFREZZA has changed his life. That is one powerful endorsement that should be expressed for multiple reasons. Or that AFREZZA is the only treatment for Diabetes that actually mimics the function of a healthy human pancreas, etc...pk profile, etc. Or about the lable to try to obtain ULTRA RAPID ACTING clasification, and the progress of that etc... Mike is clearly a very intelligent man, and made many positive points, and I am not implying that he did a bad job in this interview, but IMHO, what we as investors and MNKD needs as well to turn this ship around is an enthusiastic front man/woman to conduct interviews such as this. Exhausting and explaining every atribute of AFREZZA. Maybe even stating goals of the marketing plan, goals for the patient, etc, or the plans for international launch (that is, if one exists) with enthusiasm. I even find myself being extremely enthusiastic when talking about AFREZZA to others. My kids are actually tired of hearing me tell people about it. And it is not only that I am so very heavily invested, AFREZZA is a revolutionary game changer, life changer, for Diabetics! That's why I invested so heavily to begin with! Bottom line is MNKD needs to do more in promotion of AFREZZA. Let's hope that they are able to pull it off! But this was a good interview nonetheless. Thanks for posting it Sports. GLTA!
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Post by careful2invest on Mar 7, 2017 19:01:03 GMT -5
Running an ad that says "ultra rapid" still isn't the same as connecting it to something that the patients know they have a problem with... A1c, hypos, etc.
"Running an ad..."?? Running an ad period, could do some really amazing things...Like actually sell your product! Or at minimum, get people talking about AFREZZA! Realizing that AFREZZA really does exist and actually works! That alone would be a refreshing concept for MNKD to finally adopt! As for MNKD's MO... It just does not make sense!
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