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Post by joeypotsandpans on Jun 21, 2018 15:01:28 GMT -5
Regarding SA, rule #1, don't feed the troll. You really think any institutional investors rely on SA for insight into any company, seriously? Joey, I don't mean to demean but don't waster your time with him. He says he writes for fun and if true, he gets his dopamine hit from everyone that either praises him or tries to challenge him. Makes him feel important, special and nothing gained by you engaging him regardless of outcome. Side note, Afrezzauser had posted that many on Afrezza don't realize the need / benefit of follow up dosing and he felt that's why the refill rate is not as high as it should be. Feel free to debate this, I am just the messenger whether you agree or disagree. Remember all, A1C is simply an average blood glucose level over time. A1C does NOT speak to volatility of blood glucose levels. Two people can have an average BG level of 100 and patient # 1 has an 80 and a 120 while patient 2 has a 50 and 150. Its the peaks and valleys in blood glucose levels that cause the long term health complications. DexCom's deal with Verily (Google) has the latter capturing patient data and storing / analyzing it. A1C was for some time the best measuring stick available, times and technology have changed. Props to DexCom, its taken a lot of hard work and money to get where they are. Their first products were not nearly as good as their stuff today but the engineering and software was a work in process. LOL, he most likely feels I'm the one trolling him and in answer to your question no I know the institutional investors do not rely on his take for insight....if that were the case the institutional holdings would not be going/trending north. You wouldn't be demeaning me, rather the opposite as I get my dopamine release when I see my 6 boxes (3ea. in two sealed styrofoam coolers with ice packs) delivered to my doorstep and think of his "guidance" drivel. I humored him with a guidance response to his question and he went to town on it, I was lmao every time I would read his response to my guidance post. Seriously, if this were a mature (mature being the key word as opposed to one that is still in its relative infancy) company with ongoing years of operations I would agree with the "wall street looking at guidance" emphasis he likes to state. I prefer the Nate take on the numbers with respect to a Celgene then and now approach, especially now having been a user of the product. Regarding your side note, I agree with Sam and have stated many times in the past that along with the insurance issues were the single biggest factors in sub par refills up until now....I fully expect those numbers to start trending up in conjunction with the NRx for a nice combination into the end of the year and forward. That along with the increased SKU's should go a long way to having the company meet its guidance and exceed it into next year as this does become #newSOC in mealtime/prandial insulin. Appreciate the post and your intentions
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Post by joeypotsandpans on Jun 21, 2018 14:42:31 GMT -5
SO: One hope of this study was that it would provide a compelling argument for using time in range as a new standard of assessing diabetes treatment. It seems like DexCom's (NASDAQ:DXCM) continuous glucose monitors used in the study may have better selling points from these results than MannKind. Read more: mnkd.proboards.com/thread/10125/fix-stupid-iii?page=1#ixzz5J5bvXGL1So let me get this straight. The CGM can take credit for TIR results more than the drug that causes the excellent TIR results? I can't even get my head around that one. I guess SO thinks that DexCom can put out a new ad that says "want better TIR use our CGM!" Help me out here. See title of thread....it is there for a reason, don't even try to make any sense out of it....as a person using Afrezza he is telling me that my $33/month for 180 cartridges totaling 1440 units of monomer insulin is costing me more than if I used aspart....he is also trying to say if I used the aspart that I would be just as healthy as taking my Afrezza while staying dialed in AND that the second it takes to swipe my Libre past my sensor that if I have to do it 9 times a day it is extremely cumbersome as opposed to guessing if I am in TIR. Bottomline: Kendall and current management many times >>> than SO and ALL the other FUDsters for that matter, quite frankly all you need is common sense to understand that and why he (Kendall) would jump to a company that "they" profess is speculative at best. #newSOC
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Post by joeypotsandpans on Jun 21, 2018 13:24:22 GMT -5
Btw, I sure wish I could have posted this response on SA, but we know how that goes lol
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Post by joeypotsandpans on Jun 21, 2018 12:56:01 GMT -5
Spencer's counter article to the Stat Study Results His attempt to be both an author and physician at the same time is very entertaining. I must have missed where SO earned his medical degree with a research pathway in Endocrinology, he obviously didn't receive a degree in Mathematics as 3X4u is the same as 1X12u and 9X4u is the same as 3X12u...this might help him www.montereyinstitute.org/courses/DevelopmentalMath/COURSE_TEXT2_RESOURCE/U09_L3_T1_text_container.html . I don't even know where to begin in response (and thought about not even bothering just because with so little merit to his arguments regarding the study it's almost not worth it). However, it also makes it easy to show why in fact the study will not only lead to Afrezza's ultimate success but accentuate it. Here is the first "intelligent" statement and these are not in any particular chronological order from the article rather as I randomly choose to address: SO: Being "in range" 61-62% of the time is great, but how much better is it than being in range 55% of the time with less dosing, less monitoring, and less cost?
Perhaps SO rather than lead with a question of UNCERTAINTY you tell your readers what is statistically significant about the difference in those percentages when it comes to the damage being done to those with the lower TIR compared to those that with those with the higher TIR? Again, and correct me if I am wrong but other than being a writer "for traders" how do you make that statement without knowing the differences? Perhaps the one with the proper and appropriate background will address this at the ADA to those who will understand the statistical significance of the differences.SO: One hope of this study was that it would provide a compelling argument for using time in range as a new standard of assessing diabetes treatment. It seems like DexCom's (NASDAQ:DXCM) continuous glucose monitors used in the study may have better selling points from these results than MannKind.
If you understand the importance of TIR (which is questionable based on your statement questioning how much better it is to be in range 7% more of the time) and why the CGM would use that as better selling points than it is the very same compelling reason of the better selling points of Afrezza compared to Aspart based on the study. Here is your disclaimer, SO: From a scientific standpoint, the data may be significant enough to warrant further studies that are more detailed, longer, and with more patients. That is all well and good if MannKind had the cash reserves to embark on such a journey. Some like to say the science will prevail, but in this case, the science seems to not show the chasm of difference that some investors hoped to see.The science is prevailing, the PWD who have dialed in their titration are consistently showing their improved TIR and in turn their corresponding spectacularly lower A1c's. As published from US National Library of Medicine National Institutes of Health just last month:www.ncbi.nlm.nih.gov/pubmed/29718785/ Prior to the availability of degludec and regular human insulin inhalation powder in the type 1 diabetic patient glycemic control with subcutaneous insulin injections was difficult to obtain due to nocturnal, pre-prandial and often severe hypoglycemia as well as post-prandial hyperglycemia and hypoglycemia due to 'stacking' of insulin. A 62-year-old female with type 1 diabetes for 56 years who could not be controlled with continuous subcutaneous insulin aspart infusion obtained glycemic control without significant hypoglycemia or increased post-prandial glycemic excursions utilizing degludec insulin for basal needs and technosphere before meals and between meals if needed. The availability of degludec and technosphere insulin improved the management of brittle type 1 diabetes. Regarding the proper dosing and titration leads me to your following statement: SO: Let's assess what this means using the lowest dose of Afrezza at 4 units. The directions essentially tell a consumer to use three doses for each meal. That is 9 cartridges a day. The four unit script has 90 cartridges. That means it will take three scripts a month to treat as directed. That would be great if the masses were willing to buy Afrezza in such volume, but reality and history show us that getting folks to stay on Afrezza is difficult at best You are living in the past with this statement, as you have written in your previous litany of articles you admit that the revenue numbers increased significantly and in your words are "peaking/stabilizing due to the change in SKU's and packaging". So the consumer is not using three doses of 4u at a time, the only time I would take three 4 unit cartridges at a time would be if I ran out of the single 12 unit cartridges. Those that require higher doses based on where they are in the progression of the disease and their respective needs are more likely getting the 180 ct. boxes in their scripts. The consumers that are getting the 90 unit boxes either only require one 4u cartridge at a time or are being mis-prescribed by their physicians, obviously why the STAT study with the follow up correcting doses is significant. All I have time for right now but it is just the tip of the iceberg regarding his latest. SMH.
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Post by joeypotsandpans on Jun 18, 2018 14:15:03 GMT -5
I just had to thank him, in case SA decides to selectively edit here it is : Thank you for the article, as a very satisfied user of Afrezza you inspired me to add another 5K shares today, knowing that you are severely misinformed and misjudging it's benefits and superiority to current rapid acting insulins you convinced me I should add to my already current significant position, I hope you continue to write your thesis about Afrezza and the company behind it, thanks again! BOT 5,000 MNKD 1.898 USD IBKRATS + 1 09:22:54 OptTrader 25.00 BOT 250 MNKD 1.8984 USD IBKRATS 09:22:54 OptTrader 1.25 BOT 900 MNKD 1.8965 USD DARK 09:22:54 OptTrader 4.50 BOT 200 MNKD 1.90 USD DARK 09:22:54 OptTrader 1.00 BOT 800 MNKD 1.8975 USD DARK 09:22:54 OptTrader 4.00 BOT 2,600 MNKD 1.8984 USD IBKRATS 09:22:54 OptTrader 13.00 BOT 250 MNKD 1.8984 USD IBKRATS 09:22:54 OptTrader 1.25
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Post by joeypotsandpans on Jun 16, 2018 11:26:06 GMT -5
Certainty, a 29 million share sponge waiting to absorb potential dilution or if cash raised via non-dilutive fashion then fuel supportive of s/p
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Post by joeypotsandpans on Jun 14, 2018 18:45:18 GMT -5
Glad to see that management is putting skin into the game. For such a long time there was anemic holdings by anybody on the management team. Regardless if the shares were gifted or purchased this indication is that positive things are ahead for MannKind. The seeds have been planted now we just have to wait for them to sprout from the ground. They weren't seeds, they were magic beans, and we know who the giant is and how the story ends....#newSOC
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Post by joeypotsandpans on Jun 11, 2018 9:10:35 GMT -5
It's so comforting we have so many experts here to question the company's financial restructuring moves! I mean, several people on this thread and others are pointing out things that Mike, our CFO, inside counsel, and outside counsel missed. If those people were as savvy as many here, we probably would have had the entire debt forgiven by now. What are we paying our management for, anyway? This is a relatively minor tweak in the whole financing fabric; we got something and so did Deerfield. Is that so surprising? Do not look for the layers of meaning here, not much of anything, and would be difficult to draw any legitimate conclusions about the impact on the stock price or the company in general. Unless the conclusion you draw is this is no big deal and whoever says it is and means the share price won't go anywhere is full of it. You need to stop posting reasonable stuff - immediately! Let them continue to think that the debt payments will magically just go away with the snap of a finger 😉
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Post by joeypotsandpans on Jun 10, 2018 19:12:58 GMT -5
Always nice to get someone that has been on the other side....held some key positions with NVO and will be able to exploit the weaknesses of the barbaric side of NVO, so now we have two from the each of the barbaric, obsolete (my word) and unpredictable Raa's to lead the way with networks galore. From her time at NVO: Novo Nordisk Pharmaceuticals Senior Director, Managed Markets Strategy & Health Economic Outcomes Novo Nordisk Pharmaceuticals January 2006 – January 2012 (6 years 1 month) Novo Nordisk A/S Executive Director Health Economics & Outcomes Research Novo Nordisk A/S January 2006 – January 2012 (6 years 1 month) Novo Nordisk AVP, Managed Markets Strategy & Operations Novo Nordisk 2006 – January 2012 (6 years) Read more: mnkd.proboards.com/thread/10088/castagna-welcome-garrett-mannkind-family?page=1#ixzz5I2v7Sz7q Joey, "the other side"? The other side of the Raa insulin spectrum, like getting a free agent from the rival team....they know where their former team's strengths and weaknesses lie.....more importantly they also have the connections with the same key people at the insurance levels that the other companies leveraged with "health economic outcomes" (as stated per her resume). To have one individual the capacity of Dr. Kendall from LLY and ADA and another in the marketing arena from NVO and also having been with BMY and SNY along with some time at Dexcom are vastly different than having previous management learning via trial and error as they went. This is furthering the transformation of MNKD evolving into a highly respectable pharmaceutical entity. So all other competing companies become "the other side" from which we can attract key talent that see the young up and coming future champion. It reminds me of when the Miami Heat brought in Lebron and Chris Bosh to join Wade and win back to back championships in 2012 and '13. Players of that caliber don't go to the "other sides" unless they're pretty confident they can get the "trophy" or "ring", again this company is putting together its own team of all stars
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Post by joeypotsandpans on Jun 10, 2018 12:56:24 GMT -5
Always nice to get someone that has been on the other side....held some key positions with NVO and will be able to exploit the weaknesses of the barbaric side of NVO, so now we have two from the each of the barbaric, obsolete (my word) and unpredictable Raa's to lead the way with networks galore. From her time at NVO: Novo Nordisk Pharmaceuticals Senior Director, Managed Markets Strategy & Health Economic Outcomes Novo Nordisk Pharmaceuticals January 2006 – January 2012 (6 years 1 month) Novo Nordisk A/S Executive Director Health Economics & Outcomes Research Novo Nordisk A/S January 2006 – January 2012 (6 years 1 month) Novo Nordisk AVP, Managed Markets Strategy & Operations Novo Nordisk 2006 – January 2012 (6 years) Read more: mnkd.proboards.com/thread/10088/castagna-welcome-garrett-mannkind-family?page=1#ixzz5I2v7Sz7q
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Post by joeypotsandpans on Jun 8, 2018 6:18:05 GMT -5
More importantly, it looks like they have taken a page from our illustrious leader (btw, don't take that too seriously NY Lefty, however, chameleon you can take the analogy serious ) about not telegraphing and using a little bit of the surprise factor, even good ole Spence was caught off guard, which is what I've mentioned before about those darn catalysts that come from left field and aren't or can never really be part of his "modeling". It's happened before and suspect it will happen many more times in the future. Biggest game of the year tonight Baba, win this one and the pressure gets a tad heavier on those red jersey's back in DC. (I would have use the VGK color font in bold but was put in the corner with 20 lashes for overdoing it previously but one can use your imagination, insert pic of hockey stick here Joey, I was rooting for your Knights, but when they lost that second game and were denied that tying goal in the last minute or so by the miracle save, I have to tell you I flashed right back to the 2003 Finals, Kings losing 4 straight to Montreal after stickgate. (Last Canadian team to win the Cup). I can't say I hate the Capitals, it was great that they won after so many years (I know about that!), but the season and the playoff run for the Knights was magical and I'm sure all Vegas fans appreciated the treat their team gave them all season long! Since we're in the same division, I'm sure I'll get to dislike the Knights, but not for now! As I told people when they beat the Kings, the Kings played really well in that series, and still the Knights overcame that with excellent, excellent defense. That was so impressive for a team that I felt was mainly great on offense, but so so on defense. The Caps were able to take their space away, much the way the Knights usually do to their opponents. Hats off to them, no one else was able to do that! So, congrats on a truly fantastic season, may MNKD be so tenacious and gallant! The Capitals power play was very impressive, I expect Dr. Kendall's power play to be as equally impressive at the ADA 😉 Hats off to the Capitals, they very much deserved to hoist the cup...and yes Peppy, the Afrezza hockey stick remains very much in play. Currently on a layover with the Mrs.in Red Wings town heading to our son's graduation from his medical residency, very proud parents, feel so blessed, between my family, friends, and the fruit of Al's perserverance. Enjoy your weekend's everyone...good times ahead 😉👍
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Post by joeypotsandpans on Jun 7, 2018 16:23:46 GMT -5
Hey joey ... how did you get your name? Did you start out as a dish washer? It used to be joeysnapandstop
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Post by joeypotsandpans on Jun 7, 2018 15:37:13 GMT -5
MNKD Nasdaq real time volume, 1,095,482 shares. MNKD $2 +0.06. +3.09% MNKD Nasdaq summary volume, 1,422,735 shares. www.nasdaq.com/symbol/mnkdPrice popped the downtrend line. first target, the same target, the gap. Star alignment, technicals....MACD crossed zero line, rising RSI, shorter term MA's crossing longer term MA's, and of course volume picking up. Fundamentals tend to follow technicals, should end week with nice set up going into next couple of weeks. Here is the key, many traders talking about run up and sell, maybe...maybe not, but with most talking about one thing then usually other things happen than what's "expected". If you're trading good luck with that, if invested picture is shaping up nicely Peppy wake up and update the damn chart!! , we love da Pep! Adding lol, you were reading my mind haha
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Post by joeypotsandpans on Jun 7, 2018 13:47:00 GMT -5
Oh, perhaps you weren't aware that Mike and David recruited a bunch of test subjects at the Annual Meeting - shareholders were falling over each other to volunteer! More importantly, it looks like they have taken a page from our illustrious leader (btw, don't take that too seriously NY Lefty, however, chameleon you can take the analogy serious ) about not telegraphing and using a little bit of the surprise factor, even good ole Spence was caught off guard, which is what I've mentioned before about those darn catalysts that come from left field and aren't or can never really be part of his "modeling". It's happened before and suspect it will happen many more times in the future. Biggest game of the year tonight Baba, win this one and the pressure gets a tad heavier on those red jersey's back in DC. (I would have use the VGK color font in bold but was put in the corner with 20 lashes for overdoing it previously but one can use your imagination, insert pic of hockey stick here
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Post by joeypotsandpans on Jun 7, 2018 12:52:12 GMT -5
The usual suspects of trash are all over the comment section already. I see the street sweeper coming to whisk away the garbage on the street(s)
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