|
Post by mannmade on Aug 26, 2016 20:30:29 GMT -5
mnkdismyretirmntplan, not you at all... was referring to Op 2778. Call my investment what you like... but I still call it a very educated and calculated risk decision based on the upside potential. No pain/no gain... and ty for your kind words...
|
|
|
Post by mannmade on Aug 26, 2016 20:23:38 GMT -5
BK is a possibility but I do not think it is imminent... We have at least one more round of financing/dilution that will likely be the next step before a bankruptcy. And likely a sale before BK, imho. As painful as dilution may be in the short term I do think if scripts go according to plan then in the LONG run longs will prevail...
So with other options still viable, BK imho is 0% for now. That could change tomorrow, but based on a "snapshot" of MannKind's current situation, I think it is more realistic than 95% by a long shot...
|
|
|
Post by mannmade on Aug 26, 2016 19:33:17 GMT -5
Please do not misconstrue my words... They were meant to be tongue in cheek as I still feel very good about the end game even if is taking a bit longer than I thought it might...
|
|
|
Post by mannmade on Aug 26, 2016 18:54:39 GMT -5
Freedom!
|
|
|
Post by mannmade on Aug 26, 2016 17:31:24 GMT -5
Thanks gambler, I never considered myself much of a gambler as have always thought of myself more as a person willing to take educated risks... And having done my DD on Mnkd it fit the bill for me. That was a ways back and the fact that I am still here as a dedicated long... I guess makes me a gambler and perhaps one who is a bit addicted at this point, at least to the belief that good must ultimately prevail and the science is brilliant...
Yes I do agree actually about October and personally do think Sept was a tad optimistic... Nonetheless I will be happy if we get close by the end of the year...
|
|
|
Post by mannmade on Aug 26, 2016 17:15:41 GMT -5
Good afternoon, I too am a MannKind addict... I also own way too much for a rational and smart investor with some experience. However, unlike some "others" on this board I am allowing my emotions and feelings to be a part of my decision making. I made this investment for the returns of course... but it is much more than that to me. I have a brother who has been a T1 since he was 8. Diabetes ruined his life as some of you know from my previous postings. As kids my parents would not let him out of their sight, let alone go camping in the Grand Canyon as his two other brothers did at the ages of 12 and 15. In college we used to get constant calls from his roommate that he was found unconscious in a pool of vomit in his room and was now at the hospital. Cut to today and at the age of 58 he has been having his eyes cauterized, is on dialysis and is waiting for a kidney/pancreas transplant. Not to mention the psychological affects it has had on him over the years. And then there is knowing Al Mann to a limited degree... He devoted much of his life and personal fortune to helping people. I have always personally desired to give back and I do so in many simple ways daily (giving an extra tip, picking up litter, being kind to a stranger) and on a more eventful level such as adopting dogs and even my son... (Hope he forgives my using him like this). However, I have always wanted to do something or be a part of something bigger and more global and I think I found it with MannKind. It resonates with me in all the right ways, including with the struggle we face. As odd as it may sound to some I honestly believe that most things worthwhile do not come easy and require a certain amount of time or period of struggle in which we are forced to deal with uncertainly, emotional distress, and often digging deep into our personal psyche and also our pocketbooks or other resources to stay alive when most would otherwise give up. "It is always darkest before the dawn," could have been originally said at the last S/H meeting... But with MannKind we each have the chance to be a part of something that is much bigger than each of us individually. This is something that could literally change not just the way diabetes is treated but the healthcare system itself. It could save millions from suffering and it could save billions in healthcare costs over the first decade of its use. With my stock I place my vote and put my money where my mouth is in support of Al Mann and all that he stood for. Look at most great accomplishments... One main reason the are considered great in hindsight is the epic battle it took to see it to the end when most would have quit long ago... This was Al Mann... And so I/we carry on for him in our small way.
|
|
|
Post by mannmade on Aug 26, 2016 16:49:35 GMT -5
A lot of points, actually. Short selling is a drag on the share price, to a degree, but not the reason the PPS is where it is today. That's pretty much all about how Afrezza has fared in the market so far and Mannkind's financial position. Fix those things and the shorting will vanish. Meanwhile, lending share is a way to make money on the stock until there are gains to be cashed in. It's like owning a high-yielding dividend stock. I have to agree... And let's not forget that many of those who loaned their shares used the profits to buy more shares. Including myself. Even at 9% (today's rate with Fidelity) you cannot find a better return with such liquidity and relative stability from a high yield perspective. I too used to be against this but then realized all the money I was passing up and that I was losing value in the shares I held. Also it is my understanding that the retail portion of this program is an ant on an elephant's arse as the real volume comes from the institutions that loan their shares. So as a responsible investor and one who does have a conscious I feel it was the prudent thing to due under this set of circumstances. If someone wants to disagree I am fine with that as we live with our choices. But perhaps, with all due respect, they should consider that with where Mnkd is at the moment it is not the right choice for them to invest in. Might be worth a hiatus until things sort themselves out and either the shorts are gone or mnkd is gone. Either way they won't have to be concerned over who loans out their shares...
|
|
|
Post by mannmade on Aug 26, 2016 14:26:46 GMT -5
Back on July 15th I started this thread and thought it might be time for me to personally revisit the comments. I don't know if it will play out the way I described in the initial post, but given what is going on at the moment with MannKind it sure feels like it is doing just that. I am taking the time to write this current comment not to say I was right at all... because a.) it is really too early to say that... and b.) it's not about that at all! It's about being part of a collective conversation on this board and a shared experience. An experience that is very tough on all of us no matter our experience as an investor, past success', financial status or ability to control our emotions... So what I want to say with the reposting of this thread is to remind people that we are still in the early part of the MannKind 2.0 and think imo that we still have about 3 weeks or more until we can begin to understand the future with a bit more clarity... Until then... As the American History buffs on the board know from the quotes underneath my avatar... Now is not the time to panic nor the time to give up...
|
|
|
Post by mannmade on Aug 26, 2016 13:41:24 GMT -5
And if I remember correctly there is strong anecdotal evidence that AFREZZA reduces insulin resistance in T2's. So therefor just another reason to skip Metformin with T2's and start right away with AFREZZA.
Diabetes, insulin resistance adversely affect LV function August 26, 2016 Diabetes, insulin resistance adversely affect LV function (HealthDay)—Early exposure to diabetes mellitus (DM) or higher insulin resistance (IR) has an adverse effect on left ventricular (LV) remodeling and function, according to research published online Aug. 17 in JACC: Cardiovascular Imaging.
Satoru Kishi, M.D., from Johns Hopkins University in Baltimore, and colleagues describe the correlations for glycemic abnormalities and exposure to trajectories of IR over 25 years with LV remodeling and function. A total of 3,179 participants aged 43 to 55 years from the CARDIA Year-25 examination with information on glucose metabolism were identified and stratified into four groups: normal glucose tolerance (NGT), impaired glucose tolerance (IGT) or impaired fasting glucose (IFG), late DM (diagnosed at year 15 or later), and early DM (diagnosed at year 0 to 15). The researchers found that, compared with the NGT group, the early DM group had less favorable LV mass, LV ejection fraction, longitudinal systolic strain, and early diastolic strain rate. The odds of having systolic dysfunction were independently increased with being in the early DM group and having high glycated hemoglobin, compared with the NGT group. Depending on obesity level, high IR correlated with worse relative wall thickness, as well as worse longitudinal systolic strain and early diastolic strain rate. "Cumulative exposure to DM or higher IR beginning in early adulthood adversely impacts LV remodeling and function at middle age," the authors write. One author disclosed financial ties to Novo Nordisk.
|
|
|
Post by mannmade on Aug 25, 2016 15:46:25 GMT -5
Spiro here, It sure seems that MNKD is getting it's act together Such a welcome change from those dismal Sanofi days. I'm more than a little encouraged. And I am more than a little impressed! Sanofi who?
|
|
|
Post by mannmade on Aug 25, 2016 12:33:48 GMT -5
Be nice to know the individual or individuals from Mannkind that caused the plaintiffs to believe that a case could be made for misrepresentation. I'm sure MNKD's defense cost precious monies that could have been used to lengthen our runway. Hopefully, the ordeal can be used as a tutorial for the future against exaggeration. The cost of the defense likely came from an insurance policy for such issues.
|
|
|
Post by mannmade on Aug 25, 2016 10:12:27 GMT -5
Yes think he said they had 30 cartridges but I could be mistaken. He was also aware of titration packs with script.
|
|
|
Post by mannmade on Aug 25, 2016 10:06:41 GMT -5
I was speaking with a doctor friend of mine who was a high prescriber of AFREZZA. He had stopped prescribing for a while until things sorted out. He told me he just recd sample boxes in the mail of AFREZZA this week and will be trying it with a T2 this week that he has an appt with.
|
|
|
Post by mannmade on Aug 24, 2016 14:30:12 GMT -5
Home Diabetes August 23, 2016 Metformin linked to increased risk of acute dialysis in T2DM August 23, 2016 Metformin linked to increased risk of acute dialysis in T2DM (HealthDay)—For patients with type 2 diabetes, metformin is associated with about a 50 percent increase in the risk of acute dialysis compared to sulfonylureas, according to a study published online Aug. 18 in Diabetes, Obesity and Metabolism.
Nicholas Carlson, M.D., from Copenhagen University in Denmark, and colleagues conducted a retrospective nationwide cohort study involving 168,443 drug-naive patients with type 2 diabetes aged 50 years and older. Participants initiated treatment with metformin or sulfonylurea between 2000 and 2012 (70.7 percent initiated treatment with metformin). The researchers found that the one-year risk for acute dialysis was 92.4 per 100,000 for sulfonylurea and 142.7 per 100,000 for metformin. The one-year risk of acute dialysis associated with metformin was increased by 50.3 per 100,000 (risk ratio, 1.53; number needed to harm, 1,988). "In a retrospective nationwide cohort study on the risk of acute dialysis associated with initiation of metformin in patients with type 2 diabetes, treatment with metformin was associated with a 50 percent increase in risk of acute dialysis compared with sulfonylurea," the authors write. Several authors disclosed financial ties to the pharmaceutical industry. Explore further: Sulfonylureas up cardio events versus metformin More information: Abstract Full Text (subscription or payment may be required)
|
|
|
Post by mannmade on Aug 24, 2016 14:24:27 GMT -5
Home Diabetes August 24, 2016 Insulin pill could make diabetes treatment 'ouchless' August 24, 2016 Every day, millions of Americans with diabetes have to inject themselves with insulin to manage their blood-sugar levels. But less painful alternatives are emerging. Scientists are developing a new way of administering the medicine orally with tiny vesicles that can deliver insulin where it needs to go without a shot. Today, they share their in vivo testing results.
The researchers are presenting their work at the 252nd National Meeting & Exposition of the American Chemical Society (ACS). "We have developed a new technology called a CholestosomeTM," says Mary McCourt, Ph.D., a leader of the research team. "A Cholestosome is a neutral, lipid-based particle that is capable of doing some very interesting things." The biggest obstacle to delivering insulin orally is ushering it through the stomach intact. Proteins such as insulin are no match for the harsh, highly acidic environment of the stomach. They degrade before they get a chance to move into the intestines and then the bloodstream where they're needed. Some efforts have been made to overcome or sidestep this barrier. One approach packages insulin inside a protective polymer coating to shield the protein from stomach acids and is being tested in clinical trials. Another company developed and marketed inhalable insulin, but despite rave reviews from some patients, sales were a flop. Now its future is uncertain. McCourt, Lawrence Mielnicki, Ph.D., and undergraduate student Jamie Catalano—all from Niagara University—have a new tactic. Using the patented Cholestosomes developed in the McCourt/Mielnicki lab, the researchers have successfully encapsulated insulin. The novel vesicles are made of naturally occurring lipid molecules, which are normal building blocks of fats. But the researchers say that they are unlike other lipid-based drug carriers, called liposomes. "Most liposomes need to be packaged in a polymer coating for protection," says Mielnicki. "Here, we're just using simple lipid esters to make vesicles with the drug molecules inside." Computer modeling showed that once the lipids are assembled into spheres, they form neutral particles resistant to attack from stomach acids. Drugs can be loaded inside, and the tiny packages can pass through the stomach without degrading. When Cholestosomes reach the intestines, the body recognizes them as something to be absorbed. The vesicles pass through the intestines, into the bloodstream, and then cells take them in and break them apart, releasing insulin. The team has delivered multiple molecules with these vesicles into cells in the lab. To pack the most insulin into the Cholestosomes, the researchers determined the optimal pH and ionic strength of the drug-containing solution. They then moved the most promising candidates on to animal testing. Studies with rats showed that certain formulations of Cholestosomes loaded with insulin have high bioavailability, which means the vesicles travel into the bloodstream where the insulin needs to be. Next, the team plans to further optimize the formulations, conduct more animal testing and develop new partnerships to move forward into human trials. Explore further: Toward a new oral delivery system for insulin using nanoshell shields More information: Formulation of insulin for oral dosing, 252nd National Meeting & Exposition of the American Chemical Society (ACS). Abstract Diabetes is a chronic condition that causes high blood sugar levels that are potentially fatal if left unmanaged. Type 1 diabetes requires treatment with daily insulin hormone injections, while Type 2 diabetes usually requires treatment with insulin as the disease progresses. Injection of insulin is therefore the primary treatment against this disease. Unfortunately a daily intramuscular injection regimen can be painful and tedious while daily subcutaneous injection, manually or via a pump, is a less efficient delivery mode. Orally available insulin would be a positive development in the treatment of diabetes. However orally dosed insulin has not been developed yet due to insulin's inabilities to survive both the acidic environment of the stomach, as well as be absorbed through the intestinal membrane. Work from this laboratory describes the development of a neutral lipid based vesicle (the CholestosomeTM), that uses naturally occurring lipids, for delivery of problematic therapeutics. In this formulation, insulin dose is limited by solubility in the aqueous buffer prior to encapsulation. The present study was undertaken to develop higher dose insulin formulations for CholestosomeTM encapsulation by examination of parameters affecting solubility of insulin. Parameters of pH and ionic strength were systematically tested for effects on encapsulation efficiency in order to optimize insulin dose. Formulations were encapsulated and characterized for size, insulin and lipid content. These formulations have been tested in rats and the data has shown oral availability of insulin.
|
|