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Post by careful2invest on Feb 27, 2018 2:03:07 GMT -5
It actually sounded very plausible until the very last sentence... 😊 Thats the only reason that I did not give that post a thumbs up. But who knows? Aside from Mike C and team. Aside from them, it's as good a guess as any! GLTA!
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Post by careful2invest on Feb 27, 2018 1:47:44 GMT -5
And again a flood of high expectations and even some 'celebrity' news. Every CC this board gets overexcited as if the new IPhone has arrived only to find that they misinterpreted or anticipated events sadly did not materialize. I newer shorted a stock but MNKD evangelists would be the perfect flock. I only know about another stock, PLUG, which has such enthusiastic investors. The business model of Plug was to sell events to retailers as they praised every single unit sale (below costs) as the start of a big revolution only to sell more shares some days later. They are still not profitable but survived with this strategy allowing the board to make a lot of money. There's been no flood of high expectations or over excitement. Most have been here too long for false expectations. Only newbies might be overexcited. True longs will simply take this cc in stride. Let's see what happens! I believe that I qualify as a "true long" (8 years and too much money) and yes, historically, cc's became a consistent letdown, and it got to where one could take them in stride as they lacked luster. But I am going to go out on a limb and predict that this one will be different. Maybe I am hitting the hopium pipe a bit too much, but a lot has changed in the past year, recent months and weeks. and imho, this one has the unique potential to be very good due to these recent changes. Or not...and a later announcement will have to suffice. As I have previously stated (like many of us on this mb) my average of correct predictions with MNKD over the years is very low. Either way, I am still holding on until Alfred Manns dream becomes reality! And Dr. Kendall's aspiration to make Afrezza "the standard of care for Diabetes" If Mike Castagna, now combined with Dr. Kendall's prominance in the Diabetes market cannot get it done, Afrezza is done! But I dont think that they're going to let that happen! To success!! GLTA!
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Post by careful2invest on Feb 26, 2018 10:47:35 GMT -5
I bought into this company years ago for no needles wanted to see a simple ad campaign -- "No needles -- No Pain" and some user girl or guy smiling not hambugers fallimg from trees viewers want a simple pain free message well, it turns out, we have, "stop the spike, afrezza keeps your glucose from going high in the first place, no needles." burgers from the stars is just a plus. I am not sure how big of a "plus" burgers falling from the sky is toward the successful promotion of inhaleable insulin. I realize that many loved it, but I have never been a huge fan of the Afrezza commercial. I have noticed that there are several drug commercials filmed in that same park like setting. Think about that. Anyone else notice this? It looks like the same advertising agency is behind many of them with the mindset that outdoor park like settings sell drugs. I am not in the advertising business, but as a consumer, I personally am not moved by this approach. Looking forward to a professional, proficient and steady advertising campaign showing up in the near future. Still hoping for good news this Tuesday, with more good news after that as well. GLTA!
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Post by careful2invest on Feb 25, 2018 15:29:16 GMT -5
Do you want an answer? For whatever reason he wants MNKD to go bankrupt and for afrezza never to be seen again. Much of his copy and paste is out of context and therefore wrong but he is right about one thing - to date afrezza has not sold. As good a product as afrezza is, it has not sold. To date it is one of the greatest marketing failures in history. That's reality. There is no sugar coating it. Do we like it, no. Has Mike been able to sell product to date, no. Two years later and less than 500 boxes a week and no big deals signed to date. Is it because afrezza is not as good as we think it is, NO. afrezza really is that good and should replace every antiglycemic. The one HUGE success Mike has had to date is getting Dr. David Kendall. By him joining MNKD he has validated that afrezza really is as good as we all know and that it should be the standard of care for T1s but more importantly for the T2s. But let me set expectations, its going to take a lot of work and time to make this happen. Lets hope in the mean time Mike really has put a deal together. Lets hope on Tuesday he has great news out of left field. But hope springs external and does not pay the bills. It will take Dr. Kendall 2 years to make afrezza the super blockbuster it should be. Be prepared for more selling of stock if Mike can not sell product and we can't blame Riskingskeptic for this. If his job has been to help spread FUD about afrezza he has done a superb job. Sayhey, I knew the answer before I asked the obvious, facetious question. I thought that I made that clear pointing out the fact that Rising was/is relentlessly bashing MNKD and Afrezza on EVERY post that he writes. It just proves that SA is behind the spreading of fud too! I have written quite a few rebuttles to the copy and paste crap that rising posts and that Spencer often writes. I follow the "rules" of the SA board, and my posts that are factual and some even contain links, mysteriously, they just never show up to print! Other times, out of frustration, I may get a little s hitty with a comment or two, and sometimes (but not all times) SA will respond with how my post did not follow their rules. Other times, those posts just disappear as well. And yet they post a silly, already cearly evidently answered question that I facetiously wrote to the bashing poster named risingskept. SA has lost ALL credibility! BTW, I agree wholeheartedly with your above words. I hope that we hear some good news sooner than later. It's been a long, long wait, but I'm in it for the long haul! GLTA!
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Post by careful2invest on Feb 25, 2018 8:42:35 GMT -5
Maybe I have too much time on my hands, but I have tried a few times to get SA to post my legitimate rebuttal to Risingskept and Spencer in the comment section, and they never post what I write. So, I thought that I would go the other direction and ask an obviously stupid question and sure enough...THEY POSTED IT. Cut and pasted below...
Careful2invest Comments (75) |+ Follow Rising, just to be sure that I understand your position, Do you think an investment in MNKD is a good idea or a bad idea? Thanks in advance! 25 Feb 2018, 02:54 AM Edit/Delete Reply 0 Like
For those that have not read SA or the comment section, Risingskept is a poster that will post several times (8 or more) in the comment section bashing MNKD and Afrezza on a regular basis on any article written about MNKD and Afrezza. It has been said that he is employed by Afrezza's potential competition. It seems quite obvious that he is. What a bs publication!
GLTA!
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Post by careful2invest on Feb 19, 2018 15:34:45 GMT -5
I am usually wrong with this company, but I don't think they sold TS. These positions are pretty fluid, based on what a company needs at any given time. Kendall fills the present need for the foreseeable future, so his hire makes sense. Historically speaking, My average of correctly predicting what is going on with MNKD is low too, unfortunately real low...😳 Add to that, I am also reluctant to go against Sports as well, but with the potential that Technosphere has, selling it entirely does not make sense. However, taking on a partner with Technosphere that can grow it, does because Technosphere's potential is infinite. I have not read, nor do I see the hiring of Dr. Kendall having anything linked to a sale of Technosphere One of the many pluses with Dr. Kendall was that his position with Lilly had him promoting Lilly and their products Worldwide. The connections that he made overseas are still in place for him to now introduce and promote Afrezza. In any case, it seems clear, that good things are ahead for MNKD!
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Post by careful2invest on Feb 18, 2018 10:10:03 GMT -5
Thanks and the study is quite telling but I'm not sure I understand your last statement "So we are supposed to believe the people that run these companies are not stupid?" Can you enlighten my slow brain? no Now that's funny!! GLTA!
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Post by careful2invest on Feb 15, 2018 14:36:11 GMT -5
Summary "This is planned as my final article about MannKind." reply: we know this individual is capable of lying, I hope he is telling the truth. Diogenes; Adios, Arrivederci, Ciao, Au Revoir, Bon Voyage, Sayonara. see ya, wouldn't want to be ya. I just wrote in the comment section that this may be his last "bashing" article because with the endorsement of Dr. Kendall, he is realizing that he can no longer bash AFREZZA/MNKD and it's time for him to go Long MNKD! We'll see if they let it come to print or if it will be deleted... It would not surprise me if, out of the blue, there is magically a "new" author for SA that endorses Afrezza/MNKD that will be writing his first article on MNKD/Afrezza in the days and weeks to come! Could that be you, LFD?? We'll see... GLTA!
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Post by careful2invest on Feb 13, 2018 12:31:27 GMT -5
Mike's timing of this shot across the bow, seems to be more than ironic that it occurred after the hiring of Dave. It helps when you have a person with such a large footprint in the world of diabetes all of sudden right behind your backKendall gave Mike a spine? What you wrote sort of reads that way. I really think you are reading too much into this. Mike has consistently and long spoken out against high priced drugs and unethical pharma practices. And in his tweet, he was merely responding to an article as countless others did before and since. I did not read celo's post like you did mnkdfann. Mike C has already proven that he has a spine and balls, and a brain for that matter! Fortunately for MNKD and we investors, he now has the endorsement of one of, if not the best, individual that he could possibly have in his corner fighting the same fight! GLTA!
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Post by careful2invest on Feb 13, 2018 2:48:37 GMT -5
Has Anyone gotten to CBS 60 Minutes with all the drama involved here. Everything from Shkreli, to Al's life and legacy, to the PBMs payola, to the fact that this is probably one of the top life changing treatments to come along in the last 20 years. Its made for TV. Someone must have some in's to get this to the desk there. Big Pharma is the only advertising CBS (news) has left. the old, don't bite the hand that feeds you.... The 💩 is about to hit the fan. FBI probes exposing corruption... News of corruption at Aetna is just the beginning of more corruption with other carriers to be exposed... We need a cleansing, across the board! Looks like we're about to get one! GLTA!!
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Post by careful2invest on Feb 13, 2018 2:21:06 GMT -5
I know the penchant for nicknames here, but at best that is a carb heavy bland breakfast cereal and probably more known by many below a certain age as the street name for an illicit drug. So it does sound like a drug pusher name, just not of a legal drug. You're right! " Special K is the street name for the drug ketamine hydrochloride, also known as ketalar, ketaject, vitamin K, and super K. Ketamine is a legal prescription anesthetic for both people and animals, but some people use it recreationally in powder (commonly snorted, melted to inject, or taken orally) or pill (taken orally)." If thats not enough reason to not call Dr. Kendall that... Any long time listeners of the Howard Stern Show will remember that Special K was a crazy porn star that was often on his show. Dr. Kendall certainly deserves more respect than that! "Dr. Kendall" has a nice ring to it! Why not just call him that? GLTA!
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Post by careful2invest on Feb 11, 2018 18:57:06 GMT -5
The really funny thing is RisingSKEPTIC is reading all of this:-))) Yeah, Rising is another one...
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Post by careful2invest on Feb 11, 2018 18:10:04 GMT -5
"Do you think if you show your endo what Big Dave has said they might prescribe you a box or are they still saying it causes lungs to explode?" Wow! Exploding lungs? That must have been one of the less subtle bashes that I somehow missed. Great post Sayhey!
GO MNKD!! THE SKY IS THE LIMIT!
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Post by careful2invest on Feb 11, 2018 17:41:49 GMT -5
Leave it to you to minimize the reality that Dr. Kendall chose to leave Lilly for Mannkind for good reason! Do you really think that no other options were available to him? "All the other big diabetes pharmas had CMO' s already or non competes" WTF! OR,
Could it be that he recognizes that Afrezza is actually ground breaking in the Diabetes industry that he devoted his life to, and could be the biggest success in pharma history, and he wanted to be a part of it? Nah, couldn't be that! No, you're probably right, this CMO position with the dying company MNKD was the ONLY thing left for this well accomplished Doctor! A last resort of sorts! Sometimes your bashing is blatant, sometimes subtle, but I have to call you out on this one! GLTA! You think that he didn't have non-competes in his contract at the Lilly job? And I am curious why you think MNKD is dying because I see no evidence! I think he left because he wanted to get away from advocacy and back to research. Where can he go? The two big diabetes players left are Sanofi and Novo Nordisk, but Lilly would invoke his non-compete in a heart beat if he tried that. So he needs a small pharma - there are a limited number in the diabetes field and one of them is looking for a CMO. The stars aligned and everyone got what they wanted. Aged, Quite often, I'll read a post without looking at the author, and more times than not, I can tell if it is you. There are two other posters on here that fall under that same category. I had to call you out! Non compete clauses and CMO positions already filled had ZERO to do with his coming to MNKD! The bottom line is Dr. Kendall did not need to go anywhere! Right? Absolutely there were non compete clauses in his contract, but why leave a solid company to go work for a company with money issues that many claim will never make it. Unless you knew that you could make a difference, and that their product (Afrezza) can make a difference. Add to that, I would think that he had known Alfred Mann and believed in his brilliance as well. Also, I don't think that MNKD is dying. To my other point...One could sum up that they have very little chance of making it if they only read your posts. Safe to say that his position at Eli Lilly was not being phased out and paid very well in accordance with his title of VP! For Mike Castagna to be able to put a deal together to land a man with the credentials of Dr. Kendall is HUGE! Dr. Kendalls taking this position with MNKD is an endorsement of Afrezza that can and will move mountains in the Diabetes industry. A true game changer! GLTA!
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Post by careful2invest on Feb 11, 2018 16:35:34 GMT -5
I think most likely that David Kendell wanted to get back into the trenches. Everyone has noted his role at the ADA, and then Lilly hired him because of the profile that role gave him to perform advocacy for Lilly. I suspect he has reached the point where he want to get back to medicine rather than PR. Why Mannkind rather than somewhere else? All the big diabetes pharmas (a) had CMOs already, and (b) were covered by non-competes. Everyone gets a good result out of this. Leave it to you to minimize the reality that Dr. Kendall chose to leave Lilly for Mannkind for good reason! Do you really think that no other options were available to him? "All the other big diabetes pharmas had CMO' s already or non competes" WTF! OR,
Could it be that he recognizes that Afrezza is actually ground breaking in the Diabetes industry that he devoted his life to, and could be the biggest success in pharma history, and he wanted to be a part of it? Nah, couldn't be that! No, you're probably right, this CMO position with the dying company MNKD was the ONLY thing left for this well accomplished Doctor! A last resort of sorts! Sometimes your bashing is blatant, sometimes subtle, but I have to call you out on this one! GLTA!
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