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Post by joeypotsandpans on Sept 13, 2018 14:46:21 GMT -5
Yep, all scientific evidence from an FDA approved clinical trial. What will docs say when they see 30% less hypo and superior PPG control? Will it then become a liability to prescribe insulin apart? What happens if a patient is hospitalized from insulin apart and the clinician knew of this data but ignored it? Medical negligence? This was not a particularly well-designed trial which is why it will not create any physician liability. The protocol required both injectable and Afrezza patients to take their prandial dose and monitor with a CGM, but only the Afrezza patients were allowed to adjust dosing, twice, in response to the CGM reading while injectable patients could not adjust their dose. Should it be a surprise to anybody that patients who have the ability to act multiple times on an out-of-bounds reading on their CGM get better results than those who don't? Wouldn't a better comparison be insulin aspart vs Afrezza where both groups had a chance to adjust dosing. Heck, you could even do it with insulin aspart adjusted with Afrezza puffs. The point is that when you tie the hands of the comparator arm in a trial, physicians are not going to embrace the results. And no, this was not an FDA approved trial. Medical case studies using already approved medications within the scope of their label don't need further regulatory approval. Most hospitals will have an ethics committee / IRB approval the trial, but that is not an FDA requirement. Perhaps you just fell off the boat, but if you "OD"/hypo on aspart from a trial it would be akin to manslaughter, that's the whole point, you can't get correction with aspart as quickly without putting the participant in jeopardy. Afrezza allows you to take those corrective doses to achieve and maintain TIR much quicker and more accurately in a comparative study highlighting/comparing the pharmacokinetic advantages of subject compared to aspart phar·ma·co·ki·net·ics ˌfärməkōkəˈnediks/Submit noun the branch of pharmacology concerned with the MOVEMENT of drugs within the body.
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Loan Rate
Sept 13, 2018 13:34:50 GMT -5
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Post by joeypotsandpans on Sept 13, 2018 13:34:50 GMT -5
If this (continued shorting from last Wed. 9/5 high holds and continues through close tomorrow), can't imagine the SI wouldn't take a significant jump when reported for first two weeks of the month...we could end up seeing a repeat of last Oct. this Oct...but with legs youtu.be/WAzTO8GMZhkI actually have a feeling many of the new shorts on 9/5 have closed their positions for quick gaines. The more I think about it short interest will go up by a few million shares. I'm thinking we're on the way back to the 35m area if this keeps up, especially if they don't walk it back up. Couple of links one from today, the other from a couple of years ago but relevant if this continues IMO, especially with regard to his comments on MNKD, history repeating as share supply gets accumulated without the oft forecasted dilution yet to take place. feedproxy.google.com/~r/typepad/RyNm/~3/kWMYhJYXjrw/www.fool.com/investing/2016/06/11/if-you-arent-careful-this-brokerage-fee-could-wipe.aspx
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Post by joeypotsandpans on Sept 13, 2018 11:39:05 GMT -5
Schwab rate went from 4% to 5.75% this morning If this (continued shorting from last Wed. 9/5 high holds and continues through close tomorrow), can't imagine the SI wouldn't take a significant jump when reported for first two weeks of the month...we could end up seeing a repeat of last Oct. this Oct...but with legs youtu.be/WAzTO8GMZhk
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Post by joeypotsandpans on Sept 13, 2018 10:21:08 GMT -5
Unfortunately for us, no that will not be considered medical negligence. I'm not so sure about that..medical negligence becomes medical malpractice when undo injury emerges from negligent treatment and makes the condition worse, causes unreasonable and unexpected complications or requires additional medical treatment, etc...legal causation and damage. How about mitigating the damages from denied insurance even after prior authorization???
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Post by joeypotsandpans on Sept 13, 2018 9:55:49 GMT -5
Do I understand this correctly? Now, our sales reps can tell this info to doctors. In the past, our reps were restricted to the label, and they could not talk about superiority. Now they can. So, this would indeed be a big deal. Per Dr. Kendall: "The completion of this proof-of-concept trial and peer-reviewed publication allows for broad sharing of these data with diabetes healthcare professionals.” "BINGO"!!
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Post by joeypotsandpans on Sept 13, 2018 9:49:14 GMT -5
Fidelity upped the rate paid to 6.0% on Tuesday, 9/11. IB showing only 650k sh. available to short, here we grow again ...fair amt. of gunpowder used this am.
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Post by joeypotsandpans on Sept 12, 2018 18:47:11 GMT -5
An excerpt of an exchange of comments, anyone see anything wrong with this picture or line of thinking?
user 37738526 Comments121 | + Follow Spence, I don't truly think warrants or the current script or even financial condition matters at all. What I think truly matters is if an idea is better, it will replace the one that isn't as good. This may seem foolish, but for MANY YEARS I fought cordless headphones, because I didn't like charging them. Yet, I now have cordless headphones on my head. Why? Cordless is better. All I know is if inhaling is better than injecting, inhaling will sooner or later replace injecting. 12 Sep 2018, 02:01 PM Reply0Like Spencer Osborne, Contributor Comments14888 | + Follow Author’s reply » User... Betamax vs VHS Brita vs zero Blue ray vs hd DVD Hardie vs vinyl Rhino vs paint. Aluminum truck body vs steel Solar vs turbine Fiber mesh vs welded wire mesh Epoxy floor vs sheet rubber The list can keep going. Another factor is cost. Cost has to be right 12 Sep 2018, 02:41 PM Reply0Like user 37738526 Comments121 | + Follow When I invested into NFLX back in 2008-2009, I was told the same thing. 12 Sep 2018, 03:05 PM Reply0Like Spencer Osborne, Contributor Comments14888 | + Follow Author’s reply » Mnkd is not netflix 12 Sep 2018, 03:45 PM Reply0Like user 37738526 Comments121 | + Follow I never said NFLX was MNKD. Yet, I was told by a friend that NFLX didn't have any money back then and that CSTR did. He invested into CSTR, I invested into NFLX. I am now a multi-millionaire and he is still a broke doctor in debt to his eye balls. 12 Sep 2018, 05:45 PM Reply
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Post by joeypotsandpans on Sept 12, 2018 17:13:35 GMT -5
So my other half on this trade asked me this morning if we should buy back the calls @.03 with about 17 trading hours left on the strike, I felt greedy saying no let them expire....what do you think the chances are of getting those 20K shares called away by close of trade on friday....essentially would mean closing above $2.05, looks like we're "hedged" roughly at 10% of the open interest....in other words, so expect this s/p be over $2 by friday afternoon lol . Are the shares held in a taxable account or a tax deferred account? If the shares get called, would you have a tax coniquense and would you care? If they got called, do you think you could purchase 20k shares for less than $2.21 (plus commission)? I had covered calls on Apple shares that I played too close to expiration and they got called. I regretted not closing out the calls two days earlier. If there is some additional news this week, you know we could pop over $2. It's in a friends trading account, he's essentially tailing me, I originally said 10K shares and he put the order in for 20K, he will send me a 1099 in January for overall total (it's always nice to have to pay taxes) as stated previously this is strictly a trading block that will trade from the buy side going forward, this time we decided to sell those calls on the run up Monday, we will consider all options going forward....if they get called away we can always re-enter a new position on any pull backs IMO it is time to trade from the long side....the long core position I hold is totally separate.
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Post by joeypotsandpans on Sept 12, 2018 14:21:41 GMT -5
For those of you that remember "my pizza guy" here in Vegas, he called me yesterday to tell me he was watching an old episode of M.A.S.H. Monday night and saw the ad come on, yes he was excited to see it, and yes not only has he been holding, he added recently in the mid 1's.
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Post by joeypotsandpans on Sept 12, 2018 14:15:32 GMT -5
Just updating, we sold 200 sep 14 2 calls @ .21 about 10 min ago bringing cost basis down to 1.50, or locking in .50 on those trading shares if called away, remember these are outside our core long position So my other half on this trade asked me this morning if we should buy back the calls @.03 with about 17 trading hours left on the strike, I felt greedy saying no let them expire....what do you think the chances are of getting those 20K shares called away by close of trade on friday....essentially would mean closing above $2.05, looks like we're "hedged" roughly at 10% of the open interest....in other words, so expect this s/p be over $2 by friday afternoon lol .
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Post by joeypotsandpans on Sept 11, 2018 19:45:27 GMT -5
joeypotsandpans Am thinking about EXAS these days as well. EXAS currently has a market cap of around $9B. There is nothing there to prevent Mannkind from attaining a similar market cap once the real move starts. That is a 40-50 pps depending on the number of outstanding shares we have at that point of time. The difference between EXAS and MNKD right now, is that EXAS can acquire new patients at a cost less than incremental revenue. They are able to scale their media. MNKD, no matter how you calculate,their cost per new prescription is many times higher than the expected revenue stream. Q4 media spend was 5Million dollars. Taking every new prescription in the next 13 weeks, puts their cost per new acquisition of over $2000. Gross rev is at 1100, MNKD makes 550, so every new script would need to renew 4 times to break even. We know that renewals are not even close. We know that the 5 million dollar media campaign was targeted to only 7 DMA's. I would believe the true cost per acquisition is well over 10K when you factor in the DMA penetration. Scaling is light years away with Afrezza. I have been invested with EXAS since November 2016 with shares in the $17 dollar cost range. Dennis, Right now EXAS is the one trick pony BUT their science has been validated by that one product, UTHR on the other hand further validated Technosphere (albeit early regarding PAH treatment using Technosphere) so that the point I was making using the term "The UTHR put" was I believe that sealed the deal and fate for the rest of Mannkind (pun intended). There were a lot of doubters and negatives that came out early regarding EXAS and if I remember it was shorted heavily as well in its earlier stages. So in essence you could say when comparing the companies (not the current products) that MNKD actually might have more potential than EXAS, not to take anything away from EXAS as I believe their product and it's potential is excellent. My point in the comparison was not with the products per se but rather once validation came to fruition with EXAS, that is when there was no looking behind, we could be reaching that point soon with MNKD IMO. I used EXAS as one example, I remember the same with NFLX, PCLN, REGN, and countless others....the point of no return that is www.youtube.com/watch?v=o-R8gHj_7v8
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Post by joeypotsandpans on Sept 11, 2018 16:18:24 GMT -5
MNKD Nasdaq real time volume, 2,780,750 shares. MNKD Nasdaq summary volume, 4,744,116 shares. MNKD $1.80 -0.17. -8.63% www.nasdaq.com/symbol/mnkddisappointing price action. Hopefully the floor. Normal consolidation of the breakout move, the 50 and 100 will turn up and head towards the 200 (feel like that poster who had the handle "I see the future" lol)...the UTHR put is in place, dips are solid buys, seen this movie many a time with other equities...EXAS is the one that comes to mind in the Feb '16 to May '16 timeframe, they gave you a gift in May '16 when it retested the lows, then there was one more shot at end of Dec '16 before it was lights out for the kiddies
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Post by joeypotsandpans on Sept 10, 2018 19:47:26 GMT -5
I don't know if it means anything but in recent SA articles Rising Skeptic seems to have gone silent. No he just changed his handle to Sinking Ship 😉
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Post by joeypotsandpans on Sept 10, 2018 18:25:17 GMT -5
Lol, UTHR (would have the anti-trust issue if any) and certainly hasn't been hanging by a thread, and actually I said that it could be something the doubters bring up for FUD purposes....regarding your last sentence, after the FDA fiasco and circus show 4-5yrs ago your point is well taken 😉 If there's any validity to the concept, then we could expect a little bump in the share price once this clears. If we're thinking it, so may be others. True that, and one domino begets another as in getting the warrants out of the way, etc. Excuse me I have to put on the sunglasses as the clouds are really parting way
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Post by joeypotsandpans on Sept 10, 2018 18:14:52 GMT -5
Remember the term "the Bernanke Put" well that was to put a floor on the market and give investors the confidence to re-enter the markets and clearly gave a buy signal to the fund managers etc. The UTHR Put as I will refer to it is essentially the same idea regarding the buy side of this equity. IMO a "floor" has been established and solidified with Tuesday's announcement regarding the cash injection and potential cash inflows from the remaining milestones and royalties. Although I already have a fairly large core position, I purchased 20K (with trading partner so really 10K each) trading shares this morning at 1.71 which will be used to buy on any dips. I believe with the UTHR announcement that any dips will now be bought and the existing short shares will compete with new buyers looking to establish long positions. IMO this should be a buy the dip and sell the rip equity for a buy side bias going forward for trading shares only. If you are not trading any shares and have a core long position then you know what the longer term positives are for the company at this point. One caveat to the UTHR situation is that I believe there is the potential for LQDA to add a possible objection into the FTC mix, after all they are left standing alone at the alter now with what looks to be an inferior product, at worst I would expect that UTHR might have to divest some of their stranglehold on the PAH market if it is deemed there is an anti-trust issue. I am expecting/suspect that FUD to come into play while the 30 day period is in effect. In the end however, UTHR married with the right partner and it should be a win-win for both parties going forward. Could it have been a better deal had the company been in a different position, absolutely, but the more important aspect is the overwhelming vote of confidence UTHR displayed in Technosphere with the additional research request. Enjoy your weekends From hanging on by a thread to an anti-trust target? Hmmm, I don't see that, Joey! But good of you to bring it up, cuz who knows who the shorts may have in their deep pockets at the FTC! Lol, UTHR (would have the anti-trust issue if any) and certainly hasn't been hanging by a thread, and actually I said that it could be something the doubters bring up for FUD purposes....regarding your last sentence, after the FDA fiasco and circus show 4-5yrs ago your point is well taken 😉
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