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Post by joeypotsandpans on Feb 24, 2019 15:42:29 GMT -5
With 70% of diabetics not reaching their A1c goal with current "barbaric" injectible drugs and standards of care, is it possible that T2's finally have an easily manageable disease and can "almost" live a normal non-diabetic life with Afrezza and One Drop. BPs and the ADA do not seem to have any answers for this. IMO, the ADA will have no choice but to improve the SOC. One BP will recognize the inevitable and buy Afrezza or possibly Mannkind. Tick tock. Let’s ask Spiro or Hillard...😊 I'll answer for both of them including myself, the answer is NO, reason being we can do it with Afrezza and CGM alone, really don't need one drop and I don't believe any of us use one drop. At least I know Spiro and I don't (use one drop) and can't remember Hillard or any others that use Afrezza that have posted for that matter that use them. That's not saying anything negative about them rather it's fairly rudimentary and easy to use once you get it "down" (implementing Afrezza) that even a caveman could do it (was not paid by Geico)😉. My opinion of course but there have been numerous testimonials and postings of same since it's inception.
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Post by joeypotsandpans on Feb 14, 2019 14:55:02 GMT -5
New: Cvi Holdings, Llc: 10,716,080 Company Overview Heights Capital Management, Inc. is a private equity and venture capital arm of Susquehanna International Group, LLP specializing in private investments in public equity in emerging growth companies. The firm typically invests in all the sectors with a particular focus on healthcare and technology companies. Heights Capital Management, Inc. was founded in 1996 and is based in San Francisco, California with an additional office in Bala Cynwyd, Pennsylvania The only reason I posted this was because of the emphasis of the key words, investments, emerging growth, particular focus on healthcare and technology. I do read much into that, let's see if the holdings are there after the quarter ending 3/31, I tend to favor they will be
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Post by joeypotsandpans on Feb 10, 2019 15:32:29 GMT -5
I made him and his cousins promise that they can’t sell the MNKD shares I gave them until it reaches it’s full potential, probably many years in the future. The recent commercial blast has made all of them take notice but none of them has actually witnessed anyone using Afrezza, nor have I. Hopefully we will soon. There have been many that have witnessed my dosing, quite a few in the poker tournament I played in yesterday while I grabbed a bite by the table 😉
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Post by joeypotsandpans on Feb 8, 2019 18:50:10 GMT -5
Unfortunately, this endo is actually up-to-date when s/he states that Afrezza delivers less control than a pump. Why? Because there have been ZERO publications by MannKind in major medical journals to dispute what this endocrinologist has learned about inhaled insulin. The STAT results were published in by Kartish Garg MD in his diabetes journal, which has a smaller readership than Lancet, AMA or NEJM. This lack of current and available medical information is kicking MannKind in the rear end, IMO. For all the money being spent on DTC ads for Afrezza, what good will it do if the doctors refuse to prescribe it? Where are the new publications that Castagna/Kendall stated would soon be released? I believe the statement about upcoming medical publications was made at either the Cantor Fitzgerald Global Healthcare Conference on Oct 2, 2018 or the Rodman & Renshaw 20th Annual Global Investment Conference on Sept 5, 2018. There are two mindsets, status quo and progressive. One is the "safe" way forward and the other is more "proactive". If you recall, I had seen a couple of primary care physicians NP's and PA's both had no real clue about Afrezza, the primary care I currently have was much more open minded and good in setting up a referral to my current endo, visited two in the beginning so great comparison. While the one through Southwest Medical (tied in with UHC arm Optum) was interested in my story and results with Afrezza, UHC was a no go. Enter my current and ongoing endo, and for any of those in the Las Vegas area Las Vegas Endocrinology, specifically Dr.Nguyen has been on board since the early days of Sanofi. The original SNY rep I use to refer in my posts had informed me that he was a huge advocate and believer in the product and science behind it. So hence, requested my new primary for the referral and the rest was history. What's also really progressive with him is he is a teaching practice and has quite a few students rotating through his practice. So it's nice to know he's teaching them the advantages and benefits of Afrezza. Just thought I'd mention this as all hope is not lost, unfortunately he's probably in the minority of those that are more proactive in understanding the disease and how best to care for his patients...he really is a rare type of physician IMO. I am lucky to have gotten in with him
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Post by joeypotsandpans on Feb 4, 2019 5:03:37 GMT -5
Sports - hang in there. It has taken a really long time but the medical community is now just starting to feel the pressure of seeing BG numbers in real time. We all know there are only two ways to treat the post meal sugar spike; not eat the food; take the afrezza. Afrezza will have its day. It won't be in 6 months but Mike is making progress and so is Dave Kendall. At the same time CGM technology adoption is rapidly growing and costs are within reach of most even with no insurance. For $4 a day for the afrezza and $2.80 a day for a Libre sensor we are now under the price Kevin Johnson is selling a cup of coffee and a doughnut. In the mean time maybe Kevin with give us news on RLS to extend the runway. From someone with clinical experience, I don't fully agree with your post. I do agree that we're heading in that direction, but it will still likely be at least a couple years out. There are simply too many patients that cannot afford $7/day for insulin related expenses. Diabetes type 2 is significantly skewed towards those with less education and lower income levels. Also keep in mind that people with uncontrolled diabetes are not just on insulin. They are also at least on blood pressure, statins, and neuropathy pain meds. While none of those others are terribly expensive, it is not a cheap disease. Things will not change quickly unless/until Medicare and Medicaid programs start to accept Afrezza and it gets more accepted as the standard of care. Should be intuitive, but just in case it's not, the older you are, the higher chance you'll develop the disease. Medicare needs to jump on board and coverage for Afrezza is abysmal to non-existent. Medicare is covering CGMs, but it will likely take a couple years of seeing that injected insulin is still inadequate before looking for the solution. Your opinion vs mine, but from everything I've seen, pending some unforeseen circumstances, it will be another couple years minimum before I see traction really starting to change. MNKD still hasn't even fixed the awareness or perception of inhaled insulin yet. They're making strides, but without a mega budget to push it, it's not going to change soon. Expect a continually gradual slope like we've been seeing with a slightly steeper slope now that they're finally fueling the marketing machine. There are still too many barriers that need to be lifted. I don't know how much progress Mike has made with insurance companies, but after listening to his recent podcast, he didn't sound too optimistic about the changes. The TLDR version: it would be inappropriate to recommend MNKD as an investment based on Afrezza alone unless you want to put faith in a behind the scenes miracle... It's up to anyone to judge the risk/reward aspect for themselves, but for those expecting Afrezza to pave the way into the near future, I think they're going to be disappointed. stevil were your clinical rotations part of a city or county hospital and/or their outpatient clinics?
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Post by joeypotsandpans on Feb 2, 2019 16:09:24 GMT -5
Last time we heard a "last post from me" title was LFD and we see where that went lol...you speak in terms of "our investment" and then give the ad nauseam cliche of defining insanity, well if you still own the stock after 11yrs. I guess by your own definition you're insane . Falconquest, last I remember you said you sold your position and were waiting to re-enter when you felt it was a better situation but yet you also speak in "our investment" terms... Got to love the half dozen or so "advisors" looking out for everyone's interest, don't recall meeting any of you at the last SH meetings... For whatever reasons folks originally or recently invested THEIR money into this founder/company they always had a choice...put their cash with a managed account advisor or via their own due diligence make an investment in something they personally believe in. Pretty sure most if not all are adults on here and think independently and that most if not all recognize the risk/reward scenarios involved with investing in upstart biotech companies. If not then by all means they've gotten the education of a lifetime. So where we have a group of financial advisors and Monday morning and/or armchair quarterbacks on here and you all know who you are, I think most longs here understand the current situation and can make their own decisions if they wish to continue to remain with their investment thesis or cut bait, but hey thanks for stopping by and as someone near and dear use to say...don't let the door slap you on the way out
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Post by joeypotsandpans on Feb 1, 2019 15:57:16 GMT -5
Good catch Joey... one and the same? Who knows, either way it's hilarious..."the consortium" that is. Typically good for a chuckle a day
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Post by joeypotsandpans on Feb 1, 2019 15:31:16 GMT -5
longtimerhere - I think you've made your point (endlessly). It's time for you to move on. Looks like you hit a sore spot with someone, coincidence? Maybe, maybe not lol, from stocktwits: DictatorsaurusFeb 1st, 8:31 am $MNKD If u say anything even remotely critical about this investment liane the evil witch at proboards will pound you with her broom stick
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Post by joeypotsandpans on Jan 31, 2019 14:40:27 GMT -5
Imagine Calmness: Afrezza gone. Weekly script numbers gone. Cash drain gone. The need for new sales manager (every six-months) gone. Missing revenue estimates gone. Bankruptcy rumors gone. My high stress level gone. Afrezza in summary is one disappointment after another (CRLs, AF bashing, Sanofi debacle, Big Phrama pressures, Insurance issues, etc., etc. etc) Enough!!! Yes, imagine calmness. Do that... you can also pull out of this company and not pay any more attention to this stock, MannKind or Afrezza. But then again, learning that this company may one day eventually overcome all obstacles and become successful despite its current situation will probably continue to skyrocket your stress level. Just like you venting your frustrations about how disappointing this current situation is, I'm venting about how negativity like yours continue to stick around knowing whats going on. So what's really the point? Carry on. This makes too much sense Kite, it ceases to amaze me why someone who says this stock causes them stress continues to hold it. Here's what causes me stress, the thought of a competitor acquiring this to bury it ala SNY/NVO/LLY... As a grateful user among many others who appreciate this life changing product and also appreciate what Al's last noble mission in life was...to improve the health and in turn the quality of life for those afflicted with this pandemic disease, I sleep better knowing it remains in MNKD's hands continuing to pursue Al's hard fought quest. You cannot underestimate enough the feeling of relief which overcomes those using the product when they receive their next refill of Afrezza. Until that refill is filled, that is true stress...those that own shares can eliminate any associated stress by simply entering a sell order and moving on with their lives...not so for the users of the product. I hope that puts the proper perspective into light coming from both a user and investor in the product/company Adding, some may see this as a selfish point of view, but no more selfish than those who have languished for years posting and direct messaging their two cents to shareholders to sell for their own selfish ulterior immoral motives
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Post by joeypotsandpans on Jan 26, 2019 8:09:42 GMT -5
You hit the nail on the head Liane! Just back from vacation in Thailand...managing BS couldn't be any easier than with Afrezza. Where it really came into play and stood out like a champion were the days of having cocktails, I have to get better at connect 4, those cocktail waitresses really kicked my butt and if I didn't carry the best in class insulin with me at all times my BS would have kicked my butt as well 🤣😉👍 Joey - can you test it out for us and post the CGM graphs? sayhey24 not sure what you want me to test out, I generally take 2 boluses like Liane mentioned but that also may be due to the fact that I take a proton pump inhibitor (Nexium) which greatly reduces my stomach acid and slows digestion accordingly. If you are really interested in seeing my graphs I can send them to you directly if you PM the best email for you. Typically my endo downloads the data off my libre when I have my quarterly visit, I'm really looking forward to my next one as I suspect my results to be pretty close if not non-diabetic numbers, I have this dialed in pretty well now mnholdem, correct what happens in Thailand, stays in Thailand....I have the best wife/life partner in the world, this was a "guy trip" she told me to go have a blast "just don't bring anything back", that is how you stay married for 35yrs. when you have a partner like that . There were 18 of us staying at my buddy's hotel. 8 of the guys were a group from MN. they got back and one of them texted to the group chat he was snowmachining in 20 below at Crosslake lol, he so wants to go back to Thailand. The best part about the trip was not seeing any BS from any of the US networks, we watched the playoffs at 3am. and 6am. great time but it was made so by the convenience of having my Afrezza and meter on me at all times whether at the beach, pool, visiting the tiger and elephant sanctuaries...out on a boat all day visiting the Phi Phi islands, etc. For those that have never been I highly recommend it, great food, people, beaches, massages, nightlife. It will be an annual mainstay for sure.
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Post by joeypotsandpans on Jan 23, 2019 16:41:51 GMT -5
I'm not sure taking a larger dose of the fast-acting Afrezza is better than taking 2 boluses spaced by some time. Insulin has a very short 1/2 life in the blood stream (4-6 min) before proteolytic enzymes start breaking it down. If glucose continues to enter the blood stream from a slowly digested meal, the entire large bolus of insulin could be gone before all the glucose is taken up by the cells. But two smaller doses might better cover the glucose load. You hit the nail on the head Liane! Just back from vacation in Thailand...managing BS couldn't be any easier than with Afrezza. Where it really came into play and stood out like a champion were the days of having cocktails, I have to get better at connect 4, those cocktail waitresses really kicked my butt and if I didn't carry the best in class insulin with me at all times my BS would have kicked my butt as well 🤣😉👍
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Post by joeypotsandpans on Jan 15, 2019 4:36:32 GMT -5
Shoot galileo, tell us who you are, how you know him, and tell us in detail these facts you say you know about Mike before he was with MNKD and while he has been with MNKD To Liane and other MC Cheerleaders, ................. I’ve spoken to 5 executives who’ve worked with Mike.......
I was going to take an over/under bet after 12/29 when this puppy was birthed.....I would have lost because it went over 1 week, as another wonder likes to say "oh my" that quote alone was hysterical . I can honestly say I met a dozen folks that met Mike and are either the most gullible naive folks I've met in a long time or were fairly objective individuals that have made a 180 degree assessment. Where do they land from is my question, same place as Socrates, Plato, and Aristotle I suppose....right in line with that rainbow unicorn that stopped by, remember that one lol.
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Post by joeypotsandpans on Jan 4, 2019 13:01:27 GMT -5
They needed to get away Rick - Ya know all the stress of not performing to their salary levels - It's hard on them I remain very bullish slug, but it’s hard not to look at the combination of pre Holiday dilution, and a fully paid trip to Hawaii on our dime, as a very careless and thoughtless event. I mean who woke up that day and decided,,,,,, hey, I think I’ll dilute the Shareholders and take a few Employees to Hawaii for the Holidays. They really should save Company paid Vacations until after we reach break even. Its really a hard one to justify, for me anyway. I hope 2019 is our year. ✌🏻😎 Rick, love ya like a brotha from another mother but since you're a musician and I've been in sales for decades let me help emphasize that a trip to Hawaii for the top few sales producers who are most likely less than 10% of the sales team producing 90% of the scripts is a RELATIVELY inexpensive and prudent way of rewarding those we want/need to retain in a very competitive business environment...so not as big a deal as those making it out to be IMHO. I get recruiting calls and Linkedin inmails on a DAILY basis because of how competitive it is for producing sales people, the company takes good care of me to keep me loyal, far less costly and expensive for them as opposed to having replace me. Hope that makes sense, wouldn't pay much heed to SO's using an anonymous rejects post from cafe pharma, was actually very surprised he used that, thought he was at least a bit above that but guess not. Adding, my regional just texted me last week diagnosed now as a T2, asked me about both Afrezza and the Libre, labeled me as his personal "sherpa" to help him navigate through this new journey of his
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Post by joeypotsandpans on Jan 4, 2019 0:52:28 GMT -5
By far the most oft used website/app used by the doctors I rotate with is UpToDate. Next is AAFP because their articles are succinct and easy to read, then DynaMed, although there are a lot of other good ones. What’s so great about UpToDate is inherent in its name- it spends a considerable amount of resources making sure it has the most current information as more “trustworthy” articles get published. It’ll still make mention of the lesser-powered studies for consideration, but it does all the grunt work for doctors by collating all of the best studies in one place to provide the most current and complete information to make educated recommendations. There is no lack of information to learn in medicine and as much as some posters on here want to criticize doctors for not staying current, they need to direct their anger at the ones responsible for not putting convincing information in the locations doctors actually look to become informed. You can’t learn about what isn’t there. The previous post gets to the heart of why I’m maybe too aggressive with some posters on here when they say anything other than strong studies and insurance is the reason for lackluster script growth. It has nothing to do with FUD or laziness by physicians. There simply isn’t any good data for doctors to consider once they hear about Afrezza. The process goes like this: 1. Patient asks doctor if they’ve heard about a certain medication 2. Doctor says no, but I’ll do some research on it and get back to you 3. Doctor goes to UpToDate and sees nothing worthwhile about it. Few doctors will allow their patients to prescribe carte blanche for themselves. I certainly haven’t come across any, unless it was a one time fill for the patient either for addiction or to get them through until an appointment with the specialist managing their care. But they definitely wouldn’t prescribe a new medication they weren’t familiar about without doing some research. If they do, they likely won’t have their license very long. My point is, even if a patient thinks Afrezza is the greatest thing in the world, it’s not a guarantee that they’ll be handed a prescription for it. Between all the wives tales and Web MDs out there, doctors usually don’t believe a word their patients tell them, especially if the patient is aggressive and makes demands. If there is strong rapport and a healthy relationship, I think you’d see a lot more scripts get written, but even then, what would most likely happen is strong pushback because the relationship is healthy enough for the doc to try to convince their patient to do what they think is in their best interest by avoiding Afrezza. I presented about Afrezza in front of residents and attendings on my rotation last month and was stuck explaining the science and why it “should” work because I didn’t have enough data to prove that it “did”. It was quite eye-opening to say the least. I’ve become so familiar with Afrezza that I haven’t been doing any further research on it to see what information is actually out there. It was disappointing to say the least... I had my endo appointment today, this endo has been prescribing Afrezza since the beginning from the first SNY rep. When I asked him about it the first visit, his words not mine "it's a game changer". What do you suppose differentiates him from most others? At my visit today before the doc came in I was visited by a student on his current rotation, he recognized me from when he was doing his rotation back in April and said hey aren't you the "Afrezza guy" (he distinctly remembered our conversation back in April and it obviously stuck with him), he won't need to see any publication as he is seeing live patients first hand that are having the incredible results and are consistently compliant. I think that will carry quite a bit of weight when he is entering practice if he is going clinical and internal med/family/endo. This particular practice has the Afrezza posters in all the patient rooms as well as the entry area where they do the routine weigh in, bp, and sticks for onsite Hba1c checks. I actually sent a pic to Sports from the room I was in today. At the end of the visit, doc told me how happy he was with my graph readings from the Libre download and my numbers, said "I'll see you in 3 mos. and enjoy Thailand" (heading back to Phuket this coming Tues. armed with Afrezza and my sensors Hang in there Stevil, my oldest is in 2nd H of his HEME-ONC fellowship, know how tough the hours and lack of sleep can be
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Post by joeypotsandpans on Jan 3, 2019 14:46:03 GMT -5
In his recent MNKD "update" SO uses an analogy as follows: Author’s (SO) reply » Jason....
"Whether a product is good or not does not mean an investment is good or not.
Most Americans drive cars from Ford, Chevy, and Toyota. They do not drive a Mercedes, BMW, or Lexus. Further, Americans are actually quite frugal when it comes to out of pocket costs related to Health Care.
Let's assume Afrezza is a 10 on a scale of 1 to 10, and a more standard treatment is a 7. There are many more people that will take the 7 and less cost than take the 10 and more cost. That is simply how things work."
Now let's take a look at this from what I would consider a better analogy which he should have used IMO. Rather than compare Ford, Chevy, and Toyota to the others he mentions I would have used comparing them to Tesla instead. The products he compares them to really give the consumer little benefit other than they are upgraded luxury autos ie., Lexus is an upgraded Toyota, essentially the same as Novolog to Fiasp in my view as a T2. However, the comparison of Ford, Chevy, and Toyota vs. Tesla, well now you're talking as Tesla is in a different class unto itself, same as Afrezza is in a class unto itself as far as those who rely on it would claim. Tesla is not just about autos, it's also about the technology, in fact those who invest in it are not investing in it so much as an auto company rather they look at it as a tech stock....sound familiar? So lets get to the cost issue as he mentions the consumers and in this case the patients "frugality" issue. With Tesla the cost is prohibitive for most consumers although with the newer model it is becoming far more affordable. If Afrezza was more affordable the demand for the product would be similar to the relative demand for a Tesla at an affordable price. Why? Because it's human nature to want the best in class if possible. So it goes back to the insurance issue and the current cost of production of Afrezza based on current economies of scale and current demand. In essence, the deals with Brazil and India etc. may not bring much in the way of upfront cash BUT they will go a long way in improving the production efficiencies and helping drive cost down (again sound familiar ie. Tesla), that in turn should continue to help improve with insurance. There are far more similarities between Afrezza/MNKD with Tesla (the more innovative and superior product) than the analogy that SO used in his attempt to drive his point home. JMHO fwiw
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