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Post by careful2invest on Jan 21, 2018 21:24:40 GMT -5
The flag on the upper right is the state flag of New Mexico, where Vdex has posted at least one job opening. The flag on the lower left is the state flag of Ohio, where a Vdex office is "coming." The flag on the lower right is the state flag of Missouri, so it looks like Vdex will be there soon. Lefty, Do you, or anyone here, know what city in Ohio is chosen to get the new Vdex office? And when? Thanks! GLTA!
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Post by careful2invest on Jan 18, 2018 18:20:02 GMT -5
Peppy it was not this Toujeo commercial. I don’t think i have ever seen this one before and it was 1:30 so I know that was not the one I saw on Tucker Carlson They one you embedded is a crappy commercial in my view. this is the Toujeo commercial I see here several times a day. multiple times a day today, morning Joe, nightly news and I have two flat screens in my view, sometimes the commercial runs at the same time on two channels. Yes, that Toujeo commercial is annoying! How they got Earth Wind and Fire to allow one of their largest hits to be connected to some goofy guy trying to dance around is way beyond me! One thing is true though, The song gets your attention, and now, here we are discussing it (whether good or bad) talking about their product. People discussing your product is the goal of any commercial! So, the bottom line is that their commercial worked! Whether we like it or not! GLTA!
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Post by careful2invest on Jan 15, 2018 14:53:34 GMT -5
Decisions about what insulin to use are made by individual physicians. There is no way to strike a deal that would make any insulin a "go to" insulin for CGMs, as it requires education to convince large numbers of doctors. DBC, Educating Doctors then, might be a good start. Which I believe MNKD is doing, just not a rate that will turn the tide in Afrezza's direction. And once the word is out, Afrezza can quite possibly become the "go to" for Diabetics. Similar to how Lipitor took over for cholesterol. Afrezza has that potential, but the question is, will it ever meet it's potential? And to Agedhippie's question...Lets hope that MNKD has it dialed in on the best way to go about that componet by now. And if not right now, sooner than later! Time will tell... GLTA!
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Post by careful2invest on Jan 15, 2018 14:20:00 GMT -5
Shorting MannKind means you do not want to try to help make the world a better place. You are shorting hope. That's the kind of thinking and emotional response which gets a lot of people in trouble with biotech. Yeah, Having a heart for humanity is such a detriment in todays world!... WTF... ...All jokes aside... I get your point Baba! Having a heart can bite you in biotech! Although, I personally, could not try to beat down a company that has the potential to help so many, by shorting it! But again, Thats just me! And it looks like Mango feels the same. IMHO, if you want to play the short side of the market, there are plenty of other companies to short!
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Post by careful2invest on Jan 15, 2018 9:24:02 GMT -5
Sports, your prefacing of the cafepharma article is on point! As anyone can write anything on there with no accountability. For that reason, I generally take most of what is posted on that site with less than a grain of salt. But that's just me! However, Doctorgreenback raises some very valid points. Number one being that nothing works better at controlling BG spikes and "nothing is more convenient than Afrezza" MNKD needs to be putting Afrezza in place to be the "go to" insulin for patients using the CGM. If they are not working on that or inking a deal as I type, I will be surprised! If MNKD misses this opportunity, it could be a fatal misstep/mistake. Hopefully, we hear something big from management either this month or soon after addressing this. IMHO, This is paramount!
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Post by careful2invest on Jan 15, 2018 3:33:55 GMT -5
You're close to zero WOW! You da man!!! I'm loaded up also ... but, not even close to zero. BUT ... at this point ... when the pps flies ... it all becomes meaningless. That is ... unless you're a short. Aaaarrrggghhh!!! Just to be clear, I was referring to my accuracy, or lack thereof, in predicting what MNKD will do, or not do next, or what the pps will be and so on... My percentage of accuracy is close to zero on all of the above. I am hopeful however, that MNKD will get a "partner" of sorts to market Afrezza thoroughly and effectively throughout the USA and abroad! GLTA!
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Post by careful2invest on Jan 14, 2018 22:46:26 GMT -5
Sports, you seem to very close to VDEX. And if what they say is true, this might not be our year after all. My question to you, are you still buying at these levels? And, do you see major catalyst on the horizon? Personally, I believe that VDEX has got something. I have had a feeling that sales in the US would be most difficult so to various insures and its high cost. Therefore, we should look overseas, Japan, China, etc.b I’m not buying anymore right now, I might sell some calls if we get a pump/jump, then I plan on going in heavy at the beginning of the last half of the year, third-quarter. ( Buying more 2020 calls.) I see the second half of the year being are best for a variety of reasons. I’m also worried about a market correction the second half of the year so I think it would be safer to be in MNKD at that point. I feel we should absolutely look overseas, a catalyst could be the filing for the hypertension drug. Mike’s guidance for when we break even. And continual expansion of the Vdex model. I totally respect your plan Sports, as well as all of the predictions. But news of a heavy hitter or BP buying into Afrezza at any time would change all of that instantly! I'm not predicting that to happen, but who can assure anyone that it will not happen! I gave up predicting anything about this company since I am averaging uncomfortably close to zero thus far! At any rate, whenever it does blow up for the good, I will still be here (Lord willing) because I am not selling! GLTA!
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Post by careful2invest on Jan 14, 2018 1:39:35 GMT -5
Well folks, I just read an email from SA stating that as of 12:47 am Sunday, my post was deleted. However, I must say, while it was able to be viewed in the comment section at the end of S.O. 's article, it received more than a few likes!
GLTA! Unless you are short MNKD, that is!
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Post by careful2invest on Jan 13, 2018 16:06:21 GMT -5
I went down to the comment section and wrote what I copied and pasted below. To my surprise, it got posted. It probably will not be up for long. S.O. always closes with this disclosure, so I added the next sentence that is not in quotations which may or not be the truth.
Careful2invest Comments (71) |+ Follow Disclosure:" I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours." But did I forget to mention that my wife and the rest of my family and friends as well as my employer are all shorting MNKD. Have a nice day! S.O. 13 Jan 2018, 03:47 PM Edit/Delete Reply 0 Like
Okay, I admit, I regressed! But for some reason, I enjoyed getting away with it, even if only for a few minutes. GLTA!
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Post by careful2invest on Jan 13, 2018 14:24:35 GMT -5
There are researchers trying to develop a BG activated insulin. You might not call it prandial since it would be something that would likely not be dosed with each meal, but if feasible it could replace prandial and basal. I have no real insight into when or even if that could come to reality, other than know it isn't soon. Merck aquired SmartCells, Inc. in 2010 to pursue a "smart insulin" or glucose-responsive insulin and they completed a three part clinical trial back in 2016 that involved only 74 participants. No study results have been published since the trial's completion. It obviously was a flunk. Others have developed adhesive "micro-needle" patches that have over 100 needles on them that are suppose to be responsive to blood glucose levels, one in particular uses glucose-sensing enzymes. On the other hand, we have Afrezza which is non-invasive and mimics the endogenous secretion of prandial insulin like that of a healthy, non-diabetic pancreas and restores the first-phase insulin response that is loss in PWD, which also in turn restores glucose homeostasis. Can't get any better than that my friend. 😉 And there you have it Mango! It can't get any better than that! So why is it that BP and the rest of the medical community still fail to see the obvious and apparent benefits of Afrezza? Afrezza should be what every Endo and Diabetic are talking about. And here we sit, under .50 pre split. A brutal beating!
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Post by careful2invest on Jan 13, 2018 0:05:15 GMT -5
While walking out of my Doctors office today, I saw a professional looking gentleman walk out of the Endocronologists office across the hall. I saw him again in the lobby downstairs and had to ask, I said, "are you an Endo or a patient?" He replied, neither, I am a pharmaceutical rep. I asked if he knew about Afrezza, He had, so I asked if sales are increasing from his perspective. Unfortunately, he said no. In his opinion, the spirometry test was the biggest impediment, explaining how the Doctors schedules are always full and they just dont want to add anything more to it. I replied with how simple the test is, how they can charge for it, etc, and he said that he realized that, and went on to say that it was not just the time constraints, unfortunately, the doctors are also reluctant to change. I realize that this is not groundbreaking news to any of us, and I am sharing this encounter because I am wondering if MNKD is able to, or if they are already working with the FDA to get that test eliminated. Or if that is even possible?I realize that insurance coverage is improving, ads have begun, and progress is being made, albeit slowly, but the spirometry testing may be hurting sales more than calculated. We spoke for awhile and he commented on how passionate and knowledgable I was about AFREZZA. He jokingly said that I should get a job with MNKD promoting it. I guess 8 years of owning stock in MNKD, having almost $300,000.00 invested, to say that MNKD has my focus would be an understatement! I sure hope we get to fruition! And clearly, I am not alone! Sorry such a long post, just trying to be thorough. GLTA! Well, While I've enjoyed all of your responses, The main reason for this post was more than just sharing an experience with all of you. My questions (now in bold print ) remain unanswered. Does anybody have any information about this? Thanks! GLTA
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Post by careful2invest on Jan 12, 2018 23:50:26 GMT -5
Well if he is a phamaceutical rep he would not say Afrezza sales are not increasing if he works for MNkD. And since he came out of the endo office I would say there’s a very good chance he works for a competitor. He definitly was not an employee of MNKD. As I knew more about Afrezza than he did. He was definitely a sales rep. For whom...IDK.
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Post by careful2invest on Jan 12, 2018 23:26:39 GMT -5
Mango, You and I , along with most on this mb realize how simple the test actually is, I am just letting you all know what was said. In addition, we have heard his point from others. And yes, Laziness is the problem, and in most of the docs eyes (that are unopen to new technology) they seem to go with and stick to "what already works" Although, unbeknownst to them, Afrezza is far superior. As far as who he worked for, I was already at my car door when I thought to ask. He did say that he was with a company that supplies/sells, (not verbatim) Afrezza, but I neglected to get the name of which one. What city or part of the country was this? Is it an area MNkD has reps or is advertising in? I'm in Ohio. And yes, the Afrezza commercials are seen on our major networks quite often, even during primetime. And I recently created a thread noting that Dexcom is now being advertised on tv in my area promoting that their CGM is now covered by Medicare. Hopefully, we start seeing an increase in sales very soon! I still hold hope for a large BP to partner with us to promote in the USA and take Afrezza to international markets. Mike recently tweeted that he will be making an announcement "before March". One can only hope! GLTA!
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Post by careful2invest on Jan 12, 2018 23:05:03 GMT -5
While walking out of my Doctors office today, I saw a professional looking gentleman walk out of the Endocronologists office across the hall. I saw him again in the lobby downstairs and had to ask, I said, "are you an Endo or a patient?" He replied, neither, I am a pharmaceutical rep. I asked if he knew about Afrezza, He had, so I asked if sales are increasing from his perspective. Unfortunately, he said no. In his opinion, the spirometry test was the biggest impediment, explaining how the Doctors schedules are always full and they just dont want to add anything more to it. I replied with how simple the test is, how they can charge for it, etc, and he said that he realized that, and went on to say that it was not just the time constraints, unfortunately, the doctors are also reluctant to change. I realize that this is not groundbreaking news to any of us, and I am sharing this encounter because I am wondering if MNKD is able to, or if they already are working with the FDA to get that test eliminated. Or if that is even possible? I realize that insurance coverage is improving, ads have begun, and progress is being made, albeit slowly, but the spirometry testing may be hurting sales more than calculated. We spoke for awhile and he commented on how passionate and knowledgable I was about AFREZZA. He jokingly said that I should get a job with MNKD promoting it. I guess 8 years of owning stock in MNKD, having almost $300,000.00 invested, to say that MNKD has my focus would be an understatement! I sure hope we get to fruition! And clearly, I am not alone! Sorry such a long post, just trying to be thorough. GLTA! I'm in deeper than u so do not feel like the Lone Ranger. Great job promoting, u may rise to Rooks level some day! Bob, I appreciate the compliment, and I'm sorry that you are down by that much $$. I realize that I am not alone with how far I am in the red on this one, but it still has left a mark! A mark that I still hold hope, will soon become just a memory. As far as making it to Sports level, That will never happen! She is on a level of her own! And that is not to minimize the value of so many that post on this mb, merely a compliment to Sports! I appreciate the time and the invaluable information shared by all of you... Well...Most of you... (Just kidding on that last part) I couldn't resist! GLTA!
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Post by careful2invest on Jan 12, 2018 22:54:33 GMT -5
The bedside spirometry test would be done by the nurse not the doctor and would take less than 5 minutes to complete. It is rather routinely performed at family med clinics nationwide. It is not a burden on the patient nor on the staff's time. Laziness. Mango, You and I , along with most on this mb realize how simple the test actually is, I am just letting you all know what was said. In addition, we have heard his point from others. And yes, Laziness is the problem, and in most of the docs eyes (that are unopen to new technology) they seem to go with and stick to "what already works" Although, unbeknownst to them, Afrezza is far superior. As far as who he worked for, I was already at my car door when I thought to ask. He did say that he was with a company that supplies/sells, (not verbatim) Afrezza, but I neglected to get the name of which one.
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