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Post by careful2invest on Jan 11, 2016 2:23:55 GMT -5
still waiting some good news within q1 from TS ? May be a new product coming up ? Do You all believe, at this point, that the declaration from Hakan is to consider waste ? Just curious ..... I am a newbie on this board, but far from a newbie in the market! Also, I invested in MNKD over 6 years ago. And Believe it or not, I called MNKD last Tuesday after 6:00 EST. and Matt actually answered. Surprised the hell out of me! He said, among many other things, that they were "wrapping up some details on a TS drug to hopefully announce at the Health Conference on the 13th" That, along with Mr. DeSisto coming out with a new and solid plan for AFREZZA and MNKD will be the catalyst to finally move the trajectory of this stocks pps in a positive direction! GLTA!
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Post by careful2invest on Jan 10, 2016 4:01:30 GMT -5
Unfortunately, I cannot take credit for being the creator of this genious plan, (Lorcan from ymb) but I can forward it to the masses adding as I saw fit. It really makes sense!
The new approach to marketing Afrezza...
I think a huge mistake was made marketing it as an inhaled insulin. The marketing needs to be changed to say that it is the one and only monomer insulin available, oh and it's also inhalable so you don't have to stab needles in through your skin. Exubera was marketed as inhalable because that was the only difference. Afrezza's monomer properties are what really differentiate it.
Here's a tagline for a better ad campaign:
"There are only two ways to get monomer insulin. A healthy pancreas or a prescription for Afrezza. Either way, you won't be needing any needles."
If a professional advertising company were to impliment this concept into a new plan of promoting Afrezza (especially to MD's at first) It would lessen the automatic (negative) connection to Exhubera, and place the emphasis on how AFREZZA performs, which is unlike any other insulin ever produced by man! That alone says it all!! Afrezza is worthy of blockbuster status! Promoting Afrezza properly is key! Hopefully, Mr. DeSisto is prepared for this task! GLTA
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Post by careful2invest on Jan 2, 2016 21:59:00 GMT -5
$15 or $0.15. I'm sure I could rationalize any of those based on potential outcomes and how little info we have to judge their probabilities. Read more: mnkd.proboards.com/thread/4644/price-mnkd-trading-year-today?page=3#ixzz3w98I9vpHDo not overlook the combination of the number 1 and the number 5 being $51 After owning and watching this stock for six years, I must say that ANYTHING can happen! But in all honesty, when it is all said and done, The value of AFREZZA will exceed the equivalent of $51 pps. It may just not be owned by MNKD! GLTA TRUE LONGS!!
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Post by careful2invest on Dec 31, 2015 1:27:35 GMT -5
If you want to hear and get an idea of DeSisto's diabetes thought process and speaking style, click this link to "Medtech legends and leaders on the state of medical device innovation" and select the first podcast. Duane is the first speaker, talking about the advantages Insulet had over a giant like Medtronics.
Link: www.massdevice.com/podcast-medtech-legends-and-leaders-state-medical-device-innovation/ I love how he says, "If Medtronics still only had 75 people, we'd kick their ass..."
After you’ve listened to Duane talk about the startup of Insulet, go to the 14.14 minute mark into the podcast :
Moderator: “Duane, how far away are we from a true cutting edge artificial pancreas?”
Duane: “Umm, I don’t think anyone in this room will live long enough to see it… CGM sensing is not accurate enough to deliver insulin by itself.”
“If you’re really going to do this you’re going to need insulin that, basically, reacts more like your body, so it goes in almost instantaneously and has a very low tail. And if all that gets resolved, here’s the question. How does it know that you’re eating a pound of pasta because you’re going to run the Boston Marathon? It doesn’t! So it’s going to basically load you up with insulin and, by mile two, you’re going to look like me running… ”
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This July 2014 podcast, in my opinion, will help you understand why Duane DeSisto was hired.
Thanks MN, the podcast is well worth giving a listen. At the end he states, "It takes 50% longer and twice as much money as any business plan we put together. You have to be smarter than you were, 5-6-7-8 years ago, you want to do your homework, you want to go down and meet with the FDA and understand the regulatory path, assuming they can pinpoint it." Describing the opportunity costs and timelines - "Whatever you come up with, just double it". I like this - seasoned reality. I hope this is the same attitude and approach to communicating the state of the business that we hear from him on CC's. I don't want pie in the sky predictions. I want to hear how he/they will navigate the next 2 years. Afrezza is still new and even unknown in some corners. Assuming it is the only revenue driver and it takes 2 years to get sales traction and significant market penetration - they may need to take drastic measures at MNKD. I know everyone is primed for some "big news" event but it's possible there is nothing really tee'd up for the next TS app. If that is the case, then I assume he will make sure they survive until Afrezza is generating revenues. "It takes 50% longer and twice as much money" When I heard that, I immediately thought of Alfred Mann's comment in an interview about launching a new drug, Al said that you need three things, first thing is money, second thing is money, and the third thing is MORE money! I believe that Duane has either had Al as a mentor or possibly he has enough experience in his own right to have this knowledge! Either scenario is a good thing! GLTA TRUE LONGS!!
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Post by careful2invest on Dec 28, 2015 17:40:00 GMT -5
2. MannKind Corp. Things didn't look much better for MannKind (NASDAQ:MNKD) in 2015. Shares of the biotech sank just over 70% due to a series of disappointing sales results for its inhaled insulin treatment, Afrezza. Sales for Afrezza started out slowly after MannKind and partner Sanofi launched the product in February. Unfortunately, the situation only worsened from that point. Shipments of Afrezza declined each quarter. By late November, MannKind CEO Hakan Edstrom was gone. That left 90-year-old founder Al Mann at the helm once again. Despite Mann's personal popularity, the change didn't leave investors feeling warm and fuzzy. The stock continued to fall in December, landing MannKind on the list of the year's worst-performing biotechs. www.fool.com/investing/general/2015/12/28/the-worst-biotech-stocks-in-2015.aspxMNKD got ranked on the list of the worst biotechs of 2015. Unfortunately, I can understand why. But please look for MNKD at the end of 2016, and my bet is that it will rate in the top ten best performing biotechs of 2016! Time will tell! But please report
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Post by careful2invest on Dec 28, 2015 3:55:08 GMT -5
The surface has barely been scratched on this deal...the SEC / FBI have a GOLDEN OPPORTUNITY here How can they do this when they already issued their indictment and none of the counts have to do with Mannkind? I believe that they can still indict him on additional charges that may or may not include MNKD. While reading that article, I found what I was reading was more than eerily familiar to what we have witnessed while owning MNKD for the last six years. This IS a Golden Opportunity for the SEC/FBI. If more indictments are not issued, it will prove to be a case of the fox guarding the chicken coop, and that the corruption runs VERY deep! I hate to believe that there could be such a huge conspiracy, but I believe that members of the SEC had to be aware of it! Jim Cramer and Adam Feurstein should be sweating right now because they are probably next! Not to mention Goldman Sachs!
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Post by careful2invest on Dec 28, 2015 3:11:09 GMT -5
The arrogance of the shorts and the illusion of control over the share price is at an all time high. I have owned this stock (MNKD) for over six years. it appears to me that it is much more than an illusion that shorts have controlled the pps. IMHO, Shorts have absolutely controlled the the price of this stock all along, and yes they are arrogant! However, I believe that their reign is nearing an end. The technology behind AFREZZA/TECHNOSPHERE is too solid for them to hold down forever. GLTA TRUE LONGS!
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Post by careful2invest on Oct 27, 2015 5:53:07 GMT -5
Lakers, Does your post indicate that SNY can now promote AFREZZA with Ultra Rapid Acting Insulin on the label and in their advertisements in the US?
I am also wondering if SNY can use this "Ultra Rapid Acting Insulin" claim in Israel upon launch in that country?
I tried to post this question on Yahoo mb, but it keeps getting deleted.
Thank you in advance.
GLTA TRUE LONGS!
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