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Post by joeypotsandpans on May 12, 2019 13:15:20 GMT -5
1 big disagreement with the previous poster. A niche drug is one that everyone knows about but only a few people need. And some niche drugs still make a lot of money. Afrezza isn't a niche drug, it is an unknown drug. We are using different definitions... not a big deal. I’d consider 5% of the mealtime insulin market niche. Management called Afrezza a “premium” product on the last call. That’s probably referring to the price of Afrezza. Sometimes niche products can be highly profitable, but not this time... I’m going to bang my head against “if only Afrezza had price parity” forever in how we got to this point. ............ Definition “A niche market is the subset of the market on which a specific product is focused. The market niche defines the product features aimed at satisfying specific market needs, as well as the price range, production quality and the demographics that it is intended to target. It is also a small market segment.” By the very definition you posted it tells you Afrezza is not a "niche product"....the approval for the entire market of PWD is not a small market segment, it is intended for all demographics (peds to follow) and it's for all mealtime needs and then some. It is not intended nor focused on any subset of the market rather the entire market which it was intended to serve and that is all PWD. My daily use of it is far from a "niche" product, it is a life saving product of which living without is unthinkable for me at this point. Those ignorant such as certain SA individuals use the term "niche", that in and of itself told me all I needed to know about those individuals. If you thought a 9 million dollar for 1 quarter TV ad campaign was going to solve the insulin cartels war on this company you are very naive. What you should have stated is that when/if you invested in this company you severely underestimated the ruthless forces to keep/delay this company from eventual success. I stated previous to the ads, that you can have all the advertising you want, until the company was able to overcome the current formulary structure and kickback situation along with the label they were originally saddled with, the ads wouldn't push the needle much if at all.
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Post by joeypotsandpans on May 2, 2019 20:49:55 GMT -5
Joey, it seems you are overlooking a basic dynamic at play here. Many long time holders who you characterize as insane and "bitching year after year and continue to hold" - these long time holders believe in the phenomenal and unprecedented efficacy of Afrezza. And that belief grounds their investment. Why would they sell now as you suggest, with the share price in the tank? To the contrary, it is their right to continue holding, expecting the market to eventually figure it out. That does not mean they shouldn't be allowed to voice concerns in the way the company is being run. You don't have to agree with those concerns, it's a message board and so inherently everyone won't agree with each other. You're not the only one who does it Joey, but it isn't right for folks who post facts or opinions that aren't rosy and bubbly to be automatically labelled trolls or shorts. It's inaccurate and does this message board a disservice. I think you are overlooking the simplicity in my statement, If one understands the hand that was dealt to Al and the company, it could be any CEO and they wouldn't/couldn't be much more effective...all I am saying is that if you understand the situation you wouldn't be blaming it on MC or anyone else that was willing to take on the challenge that came with accepting the task. There are a lot of armchair quarterbacks on here that would be a lot better off changing the channel to another game. I fought tooth and nail to get my Afrezza, I know first hand the challenges I encountered...they were not because of the company, past management or current management, they were because of a criminal homicidal bitch that headed the FDA and her husband with no soul, the ruthless healthcare system we currently have, and some physicians/physician assistants that were either too lazy or inept to care. This current management did care and was instrumental in helping me get Afrezza, I'm not so sure another would have been, that is why I made the statement be careful what you wish for Most long term holders know who the trolls are on here, personally I think they have way too much time on their hands and should be using it for more productive things but hey that's their problem. I'm far less concerned about selfish shareholders and far more concerned about folks who should be getting a better treatment for their disease, I believe current management is of the same mindset.
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Post by joeypotsandpans on May 2, 2019 11:17:00 GMT -5
LOL!! Great thread for the trolls Lot of insane folks here, bitching year after year and continue to hold or speak like their holders etc. and for the sour ones that continue to hold, be careful what you wish for...you can have all the CEO's you can possibly dream of but at the end of the day it doesn't change the hand the company was dealt. Afrezza is phenomenal, will continue to be phenomenal and as stated before why torture yourselves month in and month out...sell and move on. I believe if you don't have someone managing your funds for you and you're doing it yourself than Caveat Emptor applies to buying into your companies via purchasing stock. Don't blame anyone and everyone else and accept responsibility for your own due diligence. No one held a gun to anyone's head to push the buy button...and you're free to push the sell button at anytime as well...or you can just continue to feed the trolls You may not care for what I'm writing but it's the simple truth. If you don't like or approve of the CEO, vote with your shares either annually or by unloading them...so mytakeonit and others can continue to accumulate ca·ve·at emp·tor /ˌkavēˌät ˈem(p)ˌtôr/ noun the principle that the buyer alone is responsible for checking the quality and suitability of goods before a purchase is made. "caveat emptor still applies when you are buying your house"
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Post by joeypotsandpans on Apr 12, 2019 11:50:54 GMT -5
I am not advocating for either the sale of Afrezza or the company. And for the record, I never thought TV ads would be the answer. They are necessary to a degree for reasons I have previously posted. And you statement is really apples to oranges when you compare the past Sanofi rights payments for a then new Afrezza to the valuation of the whole company today. Nonetheless, in answer to your question a lot has changed since Sanofi bought and then terminated their deal with mnkd. Consider the following has happened since mnkd received back the rights to Afrezza: 1. Rev has increased over Sanofi peak many times over on less marketing spend 2. ADA/SOC has become slightly more positive towards Afrezza 3. The Stat Study proves the benefits of Afrezza 4. Tresiba was launched and when paired with Afrezza appears to give significantly better than normal results 5. CGM's have become much more main stream with much more room for growth, showing the beneifts of Afrezza in real time and for TIR 6. The Facebook page and other social media adopters are growing 7. The tritation issues and lung test issues are no longer issues 8. Vdex has emerged to support what everyone knows about Afrezza's effectiveness. 9. Peds study is well underway 10. Dr. K was hired 11. JDRF, diatribe and other major diabetes orgs have come out in support of Afrezza, no longer in doubt by them 12. One drop partnership 13. People on Afrezza have dropped the pump in favor of a cgm As for the company: 1. Debt has been significantly reduced 2. Company now has a sales force (effectiveness is up for debate to be candid) 3. Uthr deal with first milestone validating TS and the deal itself 4. UTHR has said Trep T will replace current Tyvaso 5. RLS is progressing 6. Second Uthr moecule on the horizon 7. Hundreds of patents good into the 2030's 8. State of the art production facility Am sure there is more but all more than enough to justify moving forward with either Afrezza and/or the company. I personally would like to wait on judgement about Afrezza until after approved and on the market for peds to see the reaction on sales 12 months out from that. The "great" Steve Balmer (I say great with my tounge firmly planted in my cheek) once said about the iPhone upon its introduction, "No one will ever want or buy one of those." And so we go with Afrezza, early adopters continue to use it while new adopters continue to on board.... GLTAL's!!! Excellent reply MM, the problem is you're thinking on a logical macro level, some investors personally cannot wait and need their returns sooner than later so they are looking for the "quick fix" solution rather than continue to have patience with their investment. I've said it many times, if one has a personal situation whereby they cannot wait for fruit to ripen they should part ways, in the meantime as you have so eloquently laid it out, let the CEO continue to execute his game plan. Going it alone against the insulin cartel and those behind them was never going to an easy endeavor, that wall has to be taken down brick by brick. I look at the longer term view, just like a fine wine over the years...and as stated before the anecdotal evidence from new testimonials everyday only reinforces that mindset
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Post by joeypotsandpans on Mar 29, 2019 17:57:51 GMT -5
You all realize you could hit the sell button any moment of any day, this comes with investing in biotechs and why the shorts love to short them...and lol to those "sympathizers"...most of you should be invested in T or VZ or PFE and be happy with moderate growth and a dividend, you will sleep a lot better at night at least that's what Nate says anyhow. If you still have no confidence in current mgmt. than you should be invested elsewhere JMHO
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Post by joeypotsandpans on Mar 20, 2019 17:28:47 GMT -5
took for ever for volume to come in. relatively, for the volumes MNKD has been trading it finally came in. 700,000 now real time in 35 mins, it would be nice to trade one million real time shares in an hour. MNKD share price nut to crack is $2.38 the warrant price that needs to be exercised by April 9th. chart wise hard resistance here as $2.38 was a 2017/2018 swing low. through $2.38, $2.50, $2.80 next target/resistance. www.nasdaq.com/symbol/mnkd/real-timePeppito, when was the last time the 50d crossed the 200d to the upside 😉, will it be deja vu all over again? Guess we're about to find out soon enough
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Post by joeypotsandpans on Mar 14, 2019 10:01:47 GMT -5
here we go peppy, what numbers am I looking for? $2.30 $2.36. the next resistance through 2.19. there is a 25 cent triangle perhaps setting up on the 15 min chart. price still like like it is going strong. What are you all seeing? I see a battle being fought with a huge line in the sand and a clock ticking toward 4/9....will they or won't they?
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Post by joeypotsandpans on Mar 13, 2019 23:22:24 GMT -5
I am right in assuming 9,10,11 and 17 are 4 mnkd products? Can anyone make out the name for 17? I believe it is Winilin
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Post by joeypotsandpans on Mar 13, 2019 23:00:21 GMT -5
My question is since ADCIRCA is designated for PAH and there are other indications (ED & BPH) will MNKD have to talk to ELI LILY or can they go to straight to FDA and get approval since Tadalafil is in generic form? Maybe Eli Lily can beg MNKD to partner with them for an inhalable cialis. Maybe Eli Lilly now understands why their distinguished former expert on Diabetes and Global Medical Affairs left for the small blip in the pharma/biotech arena called MNKD. More importantly that HE understood the science and technology behind the company that came calling Two molecules validated, a third about to be for superior pharmacokinetics/pharmacodynamics....tips of the "T" Iceberg, goes with surface area "the size of half a tennis court" - Kendall David M. Kendall Vice President-Global Medical Affairs, Eli Lilly & Co. Dr. David M. Kendall, MD, is was Vice President-Global Medical Affairs at Eli Lilly & Co. Dr. Kendall was previously employed as Chief Scientific & Medical Affairs Officer by American Diabetes Association. He also served on the board at Park Nicollet Health Services, Inc. He received his undergraduate degree from St. Olaf College and a doctorate degree from the University of Minnesota. investor.lilly.com/news-releases/news-release-details/david-m-kendall-md-named-distinguished-medical-fellow-lillywww.ashp.org/-/media/store%20files/p2418-sample-chapter-1.pdf
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Post by joeypotsandpans on Mar 12, 2019 11:54:56 GMT -5
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Post by joeypotsandpans on Mar 12, 2019 10:53:59 GMT -5
I don't understand how technosphere can help that much for a once a day medication. Speed of action wouldn't seem to matter that much. uvula, think outside "the box", tadalafil...speed of action matters, that's what she said
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Post by joeypotsandpans on Mar 5, 2019 20:13:10 GMT -5
New fancy initiatives and ideas are not the solution to Afrezza. Patients have to start titrating, and tolerating Afrezza. Without refills this thing doesn’t work. Patients aren’t staying on this drug Then whose fault is that? The physician's for not understanding and conveying the proper titration for each of their individual patients, the rep for not correctly educating the physicians about the product, or the patients not following directions properly or being voluntarily non-compliant. I'm not what I would consider the "ideal" patient but I still say it's so easy a caveman can do it. If refills aren't being renewed I would say that more than likely it's an insurance issue rather than any of the other reasons I mentioned.
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Post by joeypotsandpans on Mar 5, 2019 14:32:06 GMT -5
Some folks just will never get it, from my endo visit thread in case my friend who is still in the cost vs. increase in scripts didn't understand the concept of investing in building and retaining a loyal customer base: He mentioned the strategy behind the $15 monthly co-pay which also made a lot of sense to me. It illustrated the company's confidence in the superior results of using Afrezza in building and retaining "customers for life". Read more: mnkd.proboards.com/thread/11024/endo-visit-yesterday#ixzz5hKL7HxCiThere is a very logical and plausible basis behind this strategy, we all can see the retention and growth in refills, the Nrx undoubtedly needed to gain traction, the $15 co-pay plan is an integral part of that and according to my endo at least (and I respect his first hand experience and opinion far more than others) it's working.
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Post by joeypotsandpans on Feb 28, 2019 16:40:06 GMT -5
Harry you're truly relentless and I'm grateful of your consistently making others aware, the fact that you reached out to her with the FB post, I mean who does that...Harry that's who!!! = Relentless!! You're the best my friend 😉👍🏻
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Post by joeypotsandpans on Feb 27, 2019 16:40:13 GMT -5
My endo is very proactive and again I highly recommend for anyone in the southern Nevada proximity (Las Vegas Endocrinology). My last visit was just prior to my vacation in Thailand on 1/3, upon leaving that visit I was scheduled for my return visit in early April, however, I received a call two weeks ago stating the doctor wanted me to come in for an update and status check which was scheduled for yesterday. Sorry Pep, that is where I was when you tagged me in the volume thread . 4 things were checked when called in, weight, BP, oxygen level, and my libre download. I then went and waited in one of the patient rooms for Dr. Nguyen. As usual, the doc came in with an intern on rotation...he loves teaching which is huge because he is a staunch advocate of Afrezza and having them see first hand the actual great results is always eye opening and welcomed. He asked me how things went on my trip regarding titration, etc. and had a chuckle when I said I had a drink in one hand and my inhaler in the other. I did state however, that I didn't feel the 4u cartridges were that beneficial to me personally so he adjusted my script to the 90/8u and 90/12u boxes instead of the 60/60/60. the reason for this is and he agreed btw, if needing 3 4u cartridges (due to remaining inventory available) to use in place of 1 12u cartridge I believe the net effect is better with the 12u cartridge as their is less net effective residual loss left with the 12u as opposed to 3 separate cartridges. I can usually just titrate with two 8u, an 8 and 12u, or two 12u and be fine without any worry of hypo based on my results over the past year. I know the previous rep that had Las Vegas was re-assigned to Southern Cal. so asked if she was replaced. I was pleasantly surprised to learn that yes she was and the new rep jumped from Tandem to Mannkind. Doc told me that it was an easy transition for this rep because of his knowledge with the device and technology area of the disease. I joked with him and felt I have a good enough rapport with him to inquire if he (doc) was invested in MNKD to which he just smiled and again to my surprise said about a particular writer that we know, "I wouldn't pay too much attention to so and so". We both had a good laugh and wrapped up the visit. Oh, almost forgot, my A1c has dropped 4.6pts from the start of use, my weight has remained within +/- 2lbs, BP 120/72, no change in oxygen level. Peppy, it looks to me as though the fundamentals are now aligning with the technicals and the so-called tipping point is getting relatively close compared to where this has been since Afrezza was re-acquired. The anecdotal evidence whether if be FB, twitter, and more importantly my personal exchange directly with my endo leads me to believe not only are we getting closer to significant script growth but that the company is in the right hands and by that I mean the risk of this getting put to bed by another BP is greatly reduced with MC at the helm. He mentioned the strategy behind the $15 monthly co-pay which also made a lot of sense to me. It illustrated the company's confidence in the superior results of using Afrezza in building and retaining "customers for life". A lot of layers of resistance here in this 1.89 to 2.00 area to work through. Will the tailwinds be sustained and strong enough to continue to work through them? I've placed my bets accordingly and continue to do so. It was an informative visit to his office yesterday and lets just say I left walking to my car with a very confident smile
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