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Post by esstan2001 on May 20, 2015 15:57:37 GMT -5
Hello All, I really enjoy this board. I am not sure what to think about MNKD and Afrezza. I am long and in the green. I have bought stock and CALL options that expire in 2017. I have some questions about NFIT - Needle Free Injection Technology. I read the post about (wish i could afford the report for 2 grand) this at it got me thinking.. Why would anyone want to inhale medication (risk lungs) when they can have NFIT. It looks like other companies are moving forward with this tech. Can anyone comment on it. These 6 companies are moving into this space. Why is Afrezza or inhaler delivery a better choice. I guess I am just worried that this might never pan out (gain traction )as there are better ways to deliver insulin. I hope I am wrong. What would happen if one of these NFIT hits the market and it works as well as needle insulin...will inhale able insulin go to the waste side. • Antares Pharma • Zogenix • 3M • BD • PharmaJet • Bioject Medical Technologies in addition to the issues with commercial viability of some of these systems, there is likely no more elegant method of delivery than the pulmonary route considering the tennis court sized surface area, the low dose density per unit area, and the fast direct route into the bloodstream. This is key to the ultra rapid glucose level response. Inject a pool of enough insulin hormone for the whole body in one localized site- that to me is more fraught with concern than the lungs which are equipped to deal with all sorts of foreign chemicals and particulates and keep us living, and then that dose has to distribute through the entire system. No, I'll place my bet here any day, and there is one hell of a deep moat that will take a long while to cross.
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Post by esstan2001 on May 19, 2015 13:31:48 GMT -5
We know that our "Diabetic Investor" will never inhale. One thing I wonder about is if he is/was a smoker. Sour Grapes? Oops, that's Kliff not Karp. I guess I can't keep good track of all the naysayers. ... and has anyone noticed how all those recent naysayers have vanished like rats on a sinking short ship? Nice to have the board back. Now we can correlate absentia with high rates of FUD posting to ID the Tourbillion / GS paid employees :-)
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Post by esstan2001 on May 19, 2015 8:09:59 GMT -5
Golden Slacks probably feels great since it appears they more than tripled their position in Mannkind per the 3/31 Nasdaq insti report. Downgrade & buy. Thieves extraordinaire.
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Post by esstan2001 on May 19, 2015 7:57:05 GMT -5
I think the reason most docs don't have them is maintenance - I believe they have to be cleaned after every other use. Obviously due to all the salivating Mannkind investors slobbering into it (past the replaceable mouthpiece) at the thought of our potential successes!
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Post by esstan2001 on May 18, 2015 7:57:27 GMT -5
Didn't MNKD buy a mountain of Human Insulin from Phizer at one time... ...Unless it's 100% safe to use that old stuff, I'd prefer they burn it and go with just the fresher stuff. Last thing we want to do is shoot ourselves in the foot.
tkogiyam- wouldn't shooting it require a needle? and baba, how come you did not come up with this 'whitty' retort ? :-)
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Post by esstan2001 on May 15, 2015 10:49:55 GMT -5
to elaborate, Sanofi Afrezza production would be a long range cost savings measure once serious volumes are demonstrated. And that is a good point to add pediatrics to the label. From what I've gathered on this board, a pediatric indication is not worth the investment at this early stage because docs will just prescribe off label if they are comfortable with Afrezza, and if things go as many here expect, that should kick off as we approach a year give or take.
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Post by esstan2001 on May 15, 2015 10:43:40 GMT -5
Why would opening a new Afrezza production facility cause a delay the pediatric trials? I don't think the dad misunderstood. Correct me if I'm wrong, but aren't trial patents given Afrezza free of charge? Could the purpose of this delay be that Sanofi wants to hold down the costs of the trials?
May be make use Sanofi's insulin in the trials so it serves two purposes? just a guess I think that before the FDA permits any public use of the Sanofi insulin, they must test to show bio-equivalence just like Mannkind had to do for thier new lines to get green-lighted in the same factory.
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Post by esstan2001 on May 13, 2015 8:37:01 GMT -5
you mean like... BetaMAX? :-)
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Post by esstan2001 on May 13, 2015 7:55:16 GMT -5
Afrezza results seem to be unbelievable, but that is not necessarily a good thing. Doctors as well as patients seem to "know" that it impossible to dramatically lower HbA1c without the risk of dangerous lows. Here is Brian Sharp interviewed by Afrezzauser about his recent endo appointment. - - My Dr.’s reaction was mixed. She was blown away that I had a A1c that low, but was also concerned that I could be going low. I however went to the appointment prepared and showed her my CGM results. They clearly show that I don’t get any significant lows using Afrezza. This is why the upfront detailing to physicians is so important. The data, along with the explanation of rapid uptake effects and quick insulin clearing can mitigate this; yet another reason the slow launch makes sense.
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Post by esstan2001 on May 12, 2015 15:20:29 GMT -5
Hakan and Matt should have anticipated what the analysts' questions would be and have prepared statements to address them in a manner that is both reassuring and professional. Clearly, presentation has always been a weak point in these officers' skill sets. I believe it would be in MannKind Corporation's best interest to hire a seasoned Investor Relations professional who will not only understand how to communicate orally without fear of legal ramifications (i.e. shareholder lawsuits) but who can and will update their pathetic website & coordinate all information, including presentations whether they be investor conferences or earnings calls. In addition, this person should have scripts prepared for Hakan and Matt - forget Al, he wouldn't accept one - even if at times it's a boilerplate answer, but an answer that conveys reassurance that MannKind and Sanofi are executing a plan. In fact, I see no reason why a representative from Sanofi was not on hand to answer sales & marketing related questions. They really need to hire a pro. I emailed Matt to this effect after that conf. call (except for the part about a representative from Sanofi). All these issues were easily anticipated and hell, an 'obviously scripted' response would even have been better sans the two words 'hope' and 'surprised'; 2 words to be excised from any Chief Officer's vocabulary.
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Post by esstan2001 on May 12, 2015 15:13:42 GMT -5
More power to you- it is great that we get to benefit from you writing all your thoughts and points on this board.
This investment is my diamond in the rough. Gotta cut through a lot to obtain the ultimate value within. It is the cutting & grinding process we are going through right now. Can't wait for the polishing. The best part. That will be 2017.
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Post by esstan2001 on May 12, 2015 13:50:17 GMT -5
While they started off okay in terms of scripts...but the trend is pretty much flat when taken into bigger consideration (the bigger picture). Why? How can that be? ..., it's still data that makes no sense even if t they are off by half. So, where I'm going with this is that the script data, if you look at it this way, might actually support what SNY and MNKD are saying - they truly are doing a controlled launch,... - - - However, (yeah, of course I have a "however"), I'll just say I (probably like everyone else at this point) will be looking closely to make sure we haven't made up our own narrative to fit poor sales. If SNY comes out guns-a-blazen by august with DTC, a motivated and ready to sell sales force, and a full court press marketing campaign, and solutions to the bottlenecks (spiro issue and insurance), then I'll be a believer in what we've been told. Right now I consider myself a hopeful optimist while I wait for the proof to become evident. Of course, as an investor, waiting till it becomes obvious typically results in missing the trade (at least the type of trade I live for). "I'm not sure why Matt couldn't have made at least some of these defensive and explanatory statements without legal concerns such as stating during the CC that while sales are slow, we anticipated that, it's the plan, it's all going to plan, or something clear and concise that basically says they know what they are doing and they have it under control." Since their last shareholder class action, they are probably gun shy about saying anything that shareholders can later use against them if it should fail to materialize... As for the rest of your post, you laid out all the concerns and all the potential answers. That's a lot of Angst you (and the rest :-) of us) are carrying around!
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Post by esstan2001 on May 12, 2015 8:22:50 GMT -5
Outstanding! That's great publicity and a really good find. Thanks for posting.
The reporter makes a big mistake concerning the use of insulin generally but it has no effect on the piece from the standpoint of Afrezza. I wish they'd have mentioned it by name though. well on the bright side, if someone goes running into their Dr.'s office asking for inhaled insulin, we sure know they will not be prescribing Exubera !
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Post by esstan2001 on May 11, 2015 14:47:21 GMT -5
On this board there are accounts of patients who's doctors knew about and have prescribed them Afrezza. Any one interested can go back and find them. Playing devil's advocate to myself this probably isn't the best place to hear those accounts. People with diabetes on this forum are probably investors first and PWD 2nd. I guess I'm just surprised at how every story I've personally read (even on trudiabetes forum) were from people following the story for years and requesting it from their Doctor. Maybe I shouldn't be surprised this early into the launch. Maybe I should. I'm sure those accounts do exist. Unfortuantely, finding things on this board isn't quite as easy as you make it sound nugjuice, you were actually in the middle of an exchange where dmb47's brand new endo did not require any convincing to prescribe Afrezza: So I went in to a brand new endo prepared to beg for Afrezza, but I didn't have to. He said it was a great fit for me, and that an insulin pump might be an even better fit, but we could try this first for sure to see how it works for me. Basically he was on board from the get go. I was shocked! I kept trying to convince him, but he was already convinced lol. Eventually I just shut my mouth and realized he was cool with it. Read more: mnkd.proboards.com/thread/1881/got-afrezza-rx-today#ixzz3ZrQbZ8d0...and nugjuice, your response to him: Good luck DMB! Thanks for sharing. Wishing you good health and hoping to hear more about your experience as one of the very early adopters Read more: mnkd.proboards.com/thread/1881/got-afrezza-rx-today#ixzz3ZrQL0hcg
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Post by esstan2001 on May 11, 2015 14:16:22 GMT -5
On this board there are accounts of patients who's doctors knew about and have prescribed them Afrezza. Any one interested can go back and find them. Yes you are right, but still the accounts of those who do not know about it or will not prescribe it are a lot more. In any case is the later ones that management and, probably we as investors, should be worrying about. And yes, you too are right; it is now a matter of time to see whether the marketing to Endos / PCP's / and DTC efforts begin to address this in a meaningful manner here, 90ish days after launch. Let us hope (not a word to EVER be used by the CEO) that the mystery marketing expenditures made ($35M ish) on the JV's behalf start to impact this.
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