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Post by mnkdfann on May 2, 2019 22:28:54 GMT -5
Maybe a thread could be created just for the paranoid to discuss the conspiring cabal lurking on proboards? It would be more amusing as an ongoing discussion of its own. Paranoid or logical? Logical to paranoids?  |
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Post by mnkdfann on May 2, 2019 22:13:47 GMT -5
Seriously? I worked as a news editor at CBS twice (before and after NBC) and can testify that it doesn't take bribes to run stories. And at this point I don't see the Afrezza story being of interest to 60 Minutes. It might be if Afrezza was cheaper than the alternatives - but it isn't. Blockbuster ratings booster? Dream on. I remember a film guy posted on this message board some years ago, he was interviewing Afrezza users and going to make a blockbuster documentary about the Mannkind story. I forget the details, but I'm pretty sure it never worked out. I just did a quick search, and found the old thread easily enough: mnkd.proboards.com/thread/5805/afrezza-documentary-coming |
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Post by mnkdfann on Apr 30, 2019 23:30:28 GMT -5
I could be mistaken, but I think Eagle has added some new options: www.eaglepharmacy.com/drug/afrezza-rThe price you pay: $150 for a quantity of 90 cartridges (1 month supply) of Afrezza through MannKind's Afrezza Patient Direct program $250 for a quantity of 180 cartridges (1 month supply) of Afrezza through MannKind's Afrezza Patient Direct program $299 for a quantity of 90 cartridges (3 month supply) of Afrezza through MannKind's Afrezza Patient Direct program $599 for a quantity of 180 cartridges (3 month supply) of Afrezza through MannKind's Afrezza Patient Direct program |
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Post by mnkdfann on Apr 30, 2019 17:35:58 GMT -5
even with a 1:10 reverse split Tandem Diabetes had a 1:10 reverse split? Ouch. How do you figure 'ouch'? It seems it did a reverse split right. Tandem reorganised its capital structure, and it paid off like crazy. Shares have exploded up in value since the split occurred in October of 2017. |
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Post by mnkdfann on Apr 30, 2019 16:30:46 GMT -5
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Post by mnkdfann on Apr 30, 2019 8:24:02 GMT -5
Three days earlier than planned... Are you saying Mannkind previously announced this would be three days later? If it did, I missed it. Or is the announced date just different from what some people were expecting / predicting? |
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Post by mnkdfann on Apr 30, 2019 7:54:01 GMT -5
60% of Type 1 diabetics use an insulin pump, and of those 32% use a pump and sensor. It would be reasonable to expect that group to move to an AP since they are already on a pump, the pump and sensor group would be a near certainty since they are already using most of the technology. Moving to an AP would simplify their lives as they would no longer need to manage the settings, set a temporary basal for events, or watch for lows or highs - it would all be automated. Your numbers are off by a significant margin. How far off? This paper seems to support aged's numbers: care.diabetesjournals.org/content/41/8/1579This paper from 2018 (using data from 2017) says 30–40% of patients with type 1 diabetes ... using pump and sensor technology (aged said 32%), and a report from the T1D Exchange Clinic Registry (data from circa 2013) indicated that 60% of the 16,061 adult and pediatric patients with T1D in that cohort used an insulin pump (the same percentage aged said). |
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Post by mnkdfann on Apr 29, 2019 9:57:23 GMT -5
"three Cs: cost, convenience and complexity"
Perhaps AL was correct, at least back in 2014 when he talked about those being big problems. But I think a lot of new tech has similarly been criticised, only to take off like gang-busters down the road.
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Post by mnkdfann on Apr 24, 2019 9:00:42 GMT -5
They don’t have enough room on the stabilizer fin for all the fine print the FDA would have required if they printed the name Afrezza. Did the FDA change the rules since Mark Martin drove the Viagra car? No fine print then. images.app.goo.gl/1BBbovTJ2Nf6EBPS6Different situation, type of ad. I believe the Viagra would be considered a reminder ad, so it does not need to list the risks. Advertising on Conor's car (if it mentioned Afrezza specifically) would not be, for several reasons. See below. www.fda.gov/drugs/resourcesforyou/consumers/prescriptiondrugadvertising/ucm072077.htmReminder Advertisements Reminder ads give the name of a drug, but not the drug's uses. These ads assume that the audience already knows the drug's use. A reminder ad does not have to contain risk information about the drug because the ad does not say what the drug does or how well it works. Unlike product claim ads, reminder ads cannot suggest, in either words or pictures, anything about the drug's benefits or risks. For example, a reminder ad for a drug that helps treat asthma should not include a drawing of a pair of lungs, because this implies what the drug does. Reminder ads are not allowed for certain prescription drugs with serious risks. Drugs with serious risks have a special warning, often called a "boxed warning," in the drug's FDA-approved prescribing information. Because of their seriousness, the risks must be included in all ads for these drugs. |
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Post by mnkdfann on Apr 18, 2019 16:35:06 GMT -5
Afrezza may simply rest in what is described in the business literature as "The No Profit Zone"; there are lots of examples across all industries. Afrezza has its charms, no doubt, but it comes at a very high price relative to other options and managed care companies do not seem inclined to pay up for the additional value-added features, and physicians do not seem to convinced enough in the incremental benefits of Afrezza to fight the battle either. Afrezza has a high manufacturing cost relative to competitors, and even at higher production volume the cost disparity will remain, and the competition has started to retreat on recent price increases in face of public and Congressional criticism. When entrenched competitors have an absolute cost advantage and are rolling back pricing to earlier levels, the opportunity to ever make money on Afrezza may well be unachievable. That leaves the pipeline. Any drug that comes out of the pipeline effort will have the same manufacturing cost disadvantage as Afrezza, but inhaled delivery is a bigger deal for some drugs than for others. If MNKD carefully targets indications where inhalation provides a significant therapeutic advantage, there might be a workable strategy to turn the company around. If MNKD pursues formulations for any generic medication without regard to the increase in therapeutic benefit, they will likely not be successful. TreT is a good example of a drug where the increase in therapeutic benefit may outweigh the additional cost of production, epinephrine is not. You're not taking into account the back-end savings from using Afrezza. A reduction in diabetes related maladies. Imagine how much could be saved when folks don't have to go through amputations, are stopped from going blind, etc. Do insurance companies pay a little more up front to save much more on the back end?
We may never see the fruits of this drug because of a concerted effort to kill it but don't sell it short (which I presume you already have LOL).
Wait, so matt is the one who retired early? (I was going to put matt all in caps for emphasis, but then I thought better of it as I figured someone would then accuse me of being SO based on comments made in another thread. LOL.) |
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Post by mnkdfann on Apr 18, 2019 16:12:20 GMT -5
My friend lojo wants to post an example of an ad that I think is brilliant but doesn't know how to post photo to message board any help would be greatly appreciated. Thanks. Assuming the photo of the ad is already on the web, start by just hitting quote or reply to any post on this forum. Then you will see many small buttons at the top of the edit window, one is for 'insert image'. Click that button, and post the link to the image. Save and submit and that should do you. |
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Post by mnkdfann on Apr 17, 2019 19:05:02 GMT -5
I believe MNKD recognition is still a main goal, Brazil may not bring the great money, but the usage and proof of acceptance will be greatly inhanaced. That is a very big plus for company and investors. Outside of Rodizios, bikinis, and bikini waxes, has social usage and proof of acceptance of something in Brazil ever driven much adoption of that something elsewhere in the world? |
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Post by mnkdfann on Apr 16, 2019 19:35:30 GMT -5
Point taken, but he wrote about satellite radio on a blog - he didn't have a radio show. SPENCER OSBORNE (WRITER)
After investing the satellite radio sector Spencer became a fan of the service and has been hooked ever since. As satellite radio grew he found himself seeking more and more information about Sirius and XM as well as the companies that do business with them. After realizing that the information he truly needed was not readily available, Spencer began to write about satellite radio in 2006 and has never looked back.
siriusbuzz.com/aboutI noticed that Spencer addressed some comments made in this thread, and explained what radio shows he did in the past. See this comment and the ones below it: seekingalpha.com/article/4254348-mannkind-afrezza-sales-start-q2-fizzle#comment-81532227I wasn't aware of his activities back then, so I don't pretend to know all the facts. I guess we can take him at his word, or not. |
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Post by mnkdfann on Apr 16, 2019 18:20:59 GMT -5
I suppose anyone could email the author to verify if she meant what she wrote, or made an error.
Also, as Liane's earlier post mentioned, the author may have been (whether intentionally or not) confusing PK and PD effects.
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Post by mnkdfann on Apr 16, 2019 14:50:51 GMT -5
It has been discussed here before, probably most people forgot or missed it at the time, but SO already had a long track record of covering stocks long before he ever wrote about MNKD. He has over 1800 articles at SA. He has been contributing there since 2007. He had (still has?) an investor related radio show. IIRC, he was an early investor in Sirius. (clipped) Spencer has never had a radio show. He did do a one-episode podcast ten months ago on a site that's essentially the equivalent of a vanity book publisher. Most of the people who use that site pay for the privilege, but it did have a free trial offer, so presumably Spencer didn't have to pay to reach the few people who actually listened to his 31 minute Internet show. At the time of that particular podcast some said that Spencer had done other podcasts on at least one other platform, but apparently those were years ago I know he did the podcast, but that is not what I was talking about. I was talking about his Siriusbuzz SIRIUS XM SATELLITE RADIO NEWS site. Perhaps those were all written articles about radio, and I'm confused in thinking they were broadcasts so to speak. "Spencer Osborne is founder of Satellite Standard Group [SSG], and a partner of Sirius Buzz (http://siriusbuzz.com/). Sirius Buzz covers the satellite radio industry as well as companies that do business in this sector. Sirius Buzz provides information and opinion to readers with an interest in the sector from an investment, as well as consumer perspective." Maybe Sirius Buzz was never anything much, I don't really know. But my original point was really more that the guy has been around writing / talking about a variety of stocks much longer than most (most, certainly not all) here have been invested in MNKD. |
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