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Post by mnkdfann on Feb 9, 2020 2:49:06 GMT -5
those were the exact words my endo used to explain why he no longer gives the spirometry test in his office. I didn't research his statement. I do know that some doctors get kickback money for promoting certain pharmaceuticals. I live in southern california. I'd really like to exit this conversation now. Am interesred in other Afrezza users in this group who would like to talk about what they have experienced and possibly part of their own learning curve. WYMI: "I would very much like to be excluded from this narrative."
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Post by mnkdfann on Feb 8, 2020 0:05:38 GMT -5
In the real world ... people who deal with sales watch their inventory very closely. And in this case where it takes a while for the shipment to arrive, you keep an emergency supply on hand. But, that's mytakeonit How long do you think it takes? I doubt it takes all that long.
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Post by mnkdfann on Feb 7, 2020 17:04:23 GMT -5
To neil's post, the questions still remain: how long will this first shipment last, when will they reorder and how large will that order be? Is it fair to expect some transparency from MC on these questions at our CC? I'm not sure it is fair to expect MC to know any of this (*). I imagine he is waiting to hear about Biomm's experience with selling Afrezza, just as we are. (*) Unless, of course, Biomm sells out and reorders before the CC. In which case, MC will probably mention it a dozen times.
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Post by mnkdfann on Feb 7, 2020 13:13:09 GMT -5
The good news is that the Lilly and Novo products aren't covered by insurance either so it will truly be a head to head competitor on price versus patient benefits. Anything you can tell us about the sales / success / popularity of the Lilly and Novo products in Brazil?
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Post by mnkdfann on Feb 6, 2020 0:41:29 GMT -5
UTHR is sure doing well these days. Some weird action this week. It falls a lot on Monday when one of its drugs failed in a cancer trial. Then today it jumps big. No idea why. The only news I can find that might explain that (something about a court case UTHR is involved in) seems to have broken after UTHR was already up. Perhaps news leaked out, or some of the media was just slow in reporting?
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Post by mnkdfann on Feb 5, 2020 13:45:29 GMT -5
These are the quarterly filings for the end of December period. Blackrock filed all their SC 13G/A forms today. Because of their tracker ETFs they own over 5% in a ton of companies (I gave up after the first 400). Rising sales of trackers drives rising holdings. As an example Novo Nordisk was 3.03% at the end of September and is now 5.8%. So, you don't think Blackrock is the institutional money Kovacocy said he was luring to the table?
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Post by mnkdfann on Feb 5, 2020 13:42:20 GMT -5
Thanks sports, So went from owning 6.4% to 7.2% is an increase of .6% of MNKD. (.6 / 6.4 ) = they increased their holdings by 9.3% almost 10% It is an increase of 0.8. And 0.8 / 6.4 = 12.5.
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Post by mnkdfann on Feb 3, 2020 16:44:14 GMT -5
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Post by mnkdfann on Feb 3, 2020 16:00:50 GMT -5
Spam, don't click the link! You either have a strange definition of spam, or (IMO) are a little too paranoid. Smh.
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Post by mnkdfann on Feb 3, 2020 15:56:05 GMT -5
Wait, what, it's not: mannkind.comHow long has that second site been around? Probably old news and I just forgot about it.
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Post by mnkdfann on Jan 31, 2020 23:12:59 GMT -5
If I read that correctly, and assuming the person plans to hold until expiry, he paid $1.19 to gamble that the MNKD SP will be at least $2.69 in JAN 2021. Anything less than $2.69, and he loses. It doesn't seem like a good trade to my way of thinking, but I guess it comes down to risk averseness. And if he bought those options a few months ago as he says, he could've bought shares at the time for about $1.30, and not worry about expiry. It seems like an odd trade to me. Maybe I’m way off here but I thought he paid that price for the calls and the puts combined. I have those calls and I got them for under $.50. So I would need $2 by January 2021. Just three days ago they were trading for .75 so I could’ve sold them for a profit. I agree, the $1.19 is for both the calls and the puts. He might be able to sell the calls early at a profit, but if so he is losing on the puts. To profit overall (assuming he waits until expiry), he needs the $2.69 SP. You said you only needed $2 to break even on expiry. He needs more than you do, because he also has the premium he paid on the puts to make back.
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Post by mnkdfann on Jan 31, 2020 13:49:40 GMT -5
A poster on SeekingAlpha “Best way I have found to play low priced stocks like this, if available, is with Option Leap Strangles. Few months ago bought JAN 2021 1.50 Call and JAN 2021 1 Put for roughly 1.19. If stock goes to zero out .19. Sky is the limit on the upside with some luck. Ultimate risk 1.19 if stock stays between 1 and 1.50 at expiration. Have had good success with past trades using same strategy. New to Seeking Alpha this week.” If I read that correctly, and assuming the person plans to hold until expiry, he paid $1.19 to gamble that the MNKD SP will be at least $2.69 in JAN 2021. Anything less than $2.69, and he loses. It doesn't seem like a good trade to my way of thinking, but I guess it comes down to risk averseness. And if he bought those options a few months ago as he says, he could've bought shares at the time for about $1.30, and not worry about expiry. It seems like an odd trade to me.
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Post by mnkdfann on Jan 29, 2020 9:47:07 GMT -5
nylefty, awesomo, and mnkdfann are in a huddle right now. Wonder what they will say to you? But, that's mytakeonit ?
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Post by mnkdfann on Jan 29, 2020 1:11:54 GMT -5
Hooper is on six different corporate boards, so keep that in mind when people try to paint him as our savior. Where is that blurb from? I wonder whether it is factually correct (of if the author was a little confused). Specifically, Tony may be on 6 or more boards but I wonder whether they are all 'companies'. His LinkedIn profile is vague on the subject, but does say: "Tony is a board member of the American Institute of Stuttering and Impact Young Lives Foundation. He is a past executive board member of the American Heart Association (AHA)."
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Post by mnkdfann on Jan 28, 2020 23:10:26 GMT -5
The precison and degree of accuracy is absolutely fascinating when thinking back to the novo paid assessment tasked w articulating the threat Afrezza might put on the prandial market, in the event it was approved(which it was not at the time - 8 years later this pre comprehensive and highly analytical call has been perfect - though it characterized the product as a highly effective game changer from an efficacy standpoint, it went onto predict that Afrezza, if approved, would fail to capture even 1pct of the market, if it until an "event" transpired. Before my time, I guess. Where can one find this assessment?
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