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Post by joeypotsandpans on May 11, 2018 11:11:48 GMT -5
Aged, I have been in business over 35yrs. and have learned over that period of time there are some employees/individuals/customers that you just "can't fix" so forgive me if I carried that over but it is the same thought process regarding not just one particular individual but many that fall into the same "arena". Maybe I feel it's stupid to have to respond on another medium because the one that is selectively biased causes me to do so, would you agree that is pretty childish, amateur, and stupid? You are choosing/assuming to apply to one individual, but it is a general statement regarding not just one individual but a whole wrath of ridiculous sentiment that surrounds that situation, ie., stupid/lazy physicians, pharmacies, competing sales reps, you can pick who you want to fall under the label of that which cannot be "fixed" but I am speaking from direct experience of having to deal with same in all the examples I mentioned above. Again, the frustration is more so from a satisfied user of the product that I believe should be in more PWD arsenal towards fighting the disease but isn't because of "stupid" barriers to entry they have been saddled with. I get that you are happy and content to stick yourself, but as Liane pointed out, that is a personal choice/perspective that cannot be assumed that a majority of others share. Wishing you the best, going forward -J
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Post by joeypotsandpans on May 11, 2018 10:40:08 GMT -5
I understand why BD locked the previous thread so posters please refrain from the name calling as I get my points across, thank you! From this am, and Bob Stert once again please post the full response and do not take out of context, (DBC please try to follow along, I am the dark blue from yesterday's response to SO, and the light blue is my response today): Bobstert Comments (192) |+ Follow |Send Message | What potsie wrote: Q2 net revenue with your thesis on STAT _Q2 will most likely not feel any direct effect as the quarter will be basically over by then so given we are just about halfway through it _4.2M____ Q2 net revenue without your thesis __4.2M______ Q3 with __6.2M______ Q3 without __4.5M_____ Q4 with ____8.5M_____ Q4 without ___5.5M______ 11 May 2018, 12:21 AM Report Abuse Reply0Like Bob, you left out quite a bit, so let's put into the proper full context, again please do not selectively edit, because the way you edited it, Spencer replied that I was calling for a miss which couldn't be further from the truth, thank you "potsie"
SO: Tell me....what are your projections? Have the courage to put them down, AND put down what they would be without STAT, etc. Are you courageous enough to put numbers on the table? I HIGHLY DOUBT IT. What will you say when your numbers are not being met. I bet you will offer any number of excuses.
"Potsie": I don't make excuses, no need to, but if you go back a couple of years or so I was one of the first to state that until the insurance issue got taken care of scripts would never get off the ground...I didn't need to write two years of articles to foresee that as I was one of the first denied frustrated patients who was in touch with the then rep that was as equally frustrated, they left SNY and are now with DEXCOM btw. So let me patronize you and appease your egocentric modeling for the purposes of entertaining you:
I will make it easy. Fill In The Blanks
Q2 net revenue with your thesis on STAT _Q2 will most likely not feel any direct effect as the quarter will be basically over by then so given we are just about halfway through it _4.2M____
Q2 net revenue without your thesis __4.2M______
Q3 with __6.2M______
Q3 without __4.5M_____
Q4 with ____8.5M_____
Q4 without ___5.5M______
Now the bigger question to you: Where do you think the SI will be by the end of Q4, and what do you think the sp will be if your projection is correct or if mine is? I do believe that the company will meet the lower end of its guidance between net rev and other rev., I know you do not forecast that in your models.
Read more: mnkd.proboards.com/thread/9946/fix-stupid?page=3#ixzz5FCs8iTNd
Spencer Osborne, Contributor Comments (14443) |+ Follow |Send Message | Author’s reply » Since guidance is $25m in net afrezza sales he is calling for a miss
No Spence, again your messenger only brought you a selected part of the context, see above and it would be nice if you could respond to my question to you regarding SI and sp
11 May 2018, 07:51 AM Report Abuse Reply0Like Matt_PK Comments (381) |+ Follow |Send Message | With respect to STAT and other limited scope studies, investors need to learn how levels of evidence are used in medical practice. Physicians are now well-trained on relying on Level I evidence and to be skeptical, but open minded, to Level II evidence. STAT is Level III evidence. In order to be Level I the evidence must have been developed in a randomized controlled trial. Level II evidence is from a controlled trial without randomization, cohort study from multiple centers, or multiple time series. Since STAT only tests post-prandial adjustments using a single agent, Afrezza, it is not a controlled study. Think about it. What STAT does is equivalent to a marksmanship contest where the competitors shoot from 100 feet. After the initial shot, the contestant is allowed to see the target and if he missed the bulls-eye he is allowed to try again, this time from a closer distance. If he gets closer to the bulls-eye on the second try, that is a "success".Thank you Matt, because if you asked the physicians which marksman they would put their money on to hit the bulls-eye every time in the end, which one do you think they would bet on ?
STAT measures post-prandial glucose. If it is not in range, the subject gets to try and adjust it with a spray of Afrezza. Would it be surprising that more patients hit the target range after an adjusting dose? Indeed, it would be shocking if 100% of the patients did not get an improved result. When the outcome is known before the trial starts, the success is not going to be very convincing and for that reason it is not going to be very persuasive for marketing purposes. We know the outcome, it is very questionable whether those in attendance know the outcome for if they did we would absolutely have higher scripts, why wouldn't we if they knew they could get their patients in range "100% of the time" as you stated. You're answering the question of why the STAT study combined with the lower incidence of hypo risk WILL make a difference, so thank you for that
11 May 2018, 08:25 AM Report Abuse Reply1Like Spencer Osborne, Contributor Comments (14443) |+ Follow |Send Message | Author’s reply » Matt.... Thank You. You hit the nail on the head. Yes he certainly did, you just can't see the forest through the trees but then again that would be asking me to compare you to the former global affairs scientist for Lilly diabetes and well that just wouldn't be fair for an aspiring journalist would it?
The data will appear good because there is essentially no way that it cant. The trail was small (60 people if my memory serves) and fast (a matter of months). Is it positive? yes. Will it become a driver of sales? Not really in my opinion. Again, if I were the physician and saw the difference, I would put my money on the marksman that will hit the bulls-eye 100% of the time, wouldn't you Spence? (Thanks again Matt for pointing that out) 11 May 2018, 10:50 AM Report Abuse Reply0Like
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Post by joeypotsandpans on May 10, 2018 20:54:09 GMT -5
I am saying, Joey, Winston, golfeverydays' son. 519 TRX high. 277 NRX has been new script high twice. refills holding well into the 200's, 242 the high. Joey just got a refill. better insurance reimbursement. Sorry Pep, not to burst your bubble but Joey got 6 refills in one shot in his last shipment from Express Scripts....Joey is a very happy camper every day he sees his inventory
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Post by joeypotsandpans on May 10, 2018 20:50:14 GMT -5
Aged there is a great amount of responsibility that goes along with managing diabetes correctly, I would rather give the patients the benefit of the doubt/ but it seems you are insinuating there is a certain demographic or class of patients who will not comply ! Should those numbers be build into revenue numbers ... lowering patient population and market share Non compliance is a big issue in diabetes. That's not merely insinuation, it's observed by clinicians and discussed widely. An open question is whether compliance with Afrezza might be better than it is with RAA. Aged seems to think not (reading between the lines). Others believe it might have that potential. and that's a BINGO!! for those that are defensive of SO and are upset that we may be hurting his feelings, one simple response: HE BRINGS IT ON HIMSELF with ridiculous statements such as below: Spencer Osborne, Contributor Comments (14438) |+ Follow |Send Message | Author’s reply » and so it continues..... "How can they pay the price when 98% of the PWD population still aren't aware of it?" Do you really believe that? Really? Yes absolutely, not only do I believe it I think you should try asking some when you run into them, it might just open your eyes and way of thinking. Think about this. MannKind has had this product back for TWO YEARS and in that time management has been unable to increase awareness? Well if the providers aren't telling them about it then why would you find it hard to believe, certainly you don't think that the DTC in certain test regions did the trick do you? Wait a minute, you actually believe that the increase in scripts was a direct correlation to the DTC advertising...lol, you think the short time frame that it aired without a corresponding increase in insurance coverage would have any meaningful impact? I give no credit to the DTC advertising for any coincidental increase in scripts NADA. Sure it may have raised a few questions in practitioners offices but that is most likely where it started and ended. Something is very wrong with that picture. This is the most accurate statement you've made and yes something is very wrong with the picture but then again there are many things wrong with the overall history of this picture."As for the Endo's that haven't joined the bandwagon yet, MC: We believe the complete dataset when you look at the hypoglycemia plus STAT plus the history of the safety and efficacy of this product across the 65 trials, we start to educate the physicians on all the data we have, and they're very responsive." Wishful thinking and $3.50 will get you a cup of coffee at Starbucks. Ok we shall see how that plays out"(again, why the STAT combined with the superiority regarding hypo's along with the rest of what MC states carries much more weight than what the ignorant one thinks). " OK wise man.....Lets put you on the spot. DEFINE MUCH MORE WEIGHT. What will net revenue be at the end of Q2? Q3? Q4? I could hypothesize on that but at any given time something from left field may happen to massively change it, for all I know maybe Jeff Bezos nephew gets diagnosed as a T1 and comes across Afrezza and brings it to his uncles attention, and maybe he is underage and has to get it off label, let me ask you, how would that change your projections. (This is absolutely an extreme example of something that could drastically affect the current landscape) but the point is that models are all well and good until they are not. "Oh ok, guess when the company sells "at the market" if doesn't help them and it isn't funding the company?" Did you buy those? Indirectly I bought the option to at lower prices. Do most investors buy those? NOPE....Look up the meaning of the word MOST "Your own words and inference/thesis is that is going to be a funding vehicle for them going forward to deal with cash needs. Obviously those shares are getting "soaked up"" Those shares get soaked up, and you as an investor get diluted. Are you helping diabetoics? NOPE AS MANY AS I CAN... "yes, and the short position remains close to record levels." The short position is where it is for many reasons. Think about how Wall Street works. Those player that soak up the ATM offerings short the stock. Ok we've been down this road before, if that were the case then why wouldn't they cover at close to zero? Still have yet to get a well thought out reasonable answer (I suspect because there isn't one They must be anti-diabetic right? ? Most likely with the exception of possibly those the likes of a David Kliff type"Your opinion, and fyi there are many institutional funds that invest with "moral compass" and therefore never would invest in tobacco companies, companies revolving around the porn industry, gaming, spirits, etc. and on the contrary would invest in a company that can be a disrupter in a space that will absolutely save limbs, organs, and lives and have enjoyed great success in doing so" NOT INVESTING are key words. They do not invest, therefore they have NO WORRY. Not sure what this is referencing as it makes no sense regarding my statement about the institutions investing with a moral compassWhatever you, me, or anyone feels about Afrezza does not matter from an investment standpoint. The drama of "saving lives limbs and organs is just that....drama. If someone want to "help", then perhaps they should consider selling their shares, and simply taking that money and cutting a check to MannKind so they can spend that money spreading the word. Somehow I highly doubt these "moral investors" would do that. "Again drama to you but quality of life for others and you can believe that there is a contingent of investors that are users and believers in the product, and they are buying the shares that are sold from the company into the market, so indirectly they are "cutting their checks" to MNKD" and some of them are their own worst enemy on the investment., yours and your lemmings opinion's They are simply to blind to realize it. No they are trying to keep from going blind They are not cutting checks to MannKind. Not directly but indirectly they certainly are Think about that. 200 million shares a year trade. Do you really believe these are all funding MannKind. Absolutely not, most of those are pitch and catch between trading desks, c'mon Spence you should know that You need a serious market lesson. You need a moral compass lesson and thanks but I am quite happy with my market experience(s)
"What it means to the equity is directly a result of what it means to the providers, insurers, PBM's and obviously one very prominent KOL is presenting with that in mind, you can think he joined the company for sh*ts and giggles and some type of masquerade only to make a "not so meaningful difference with his presentation" but most logical unbiased minds would have to question your line of "thinking"" Tell me....what are your projections? Have the courage to put them down, AND put down what they would be without STAT, etc. Are you courageous enough to put numbers on the table? I HIGHLY DOUBT IT. What will you say when your numbers are not being met. I bet you will offer any number of excuses. I don't make excuses, no need to, but if you go back a couple of years or so I was one of the first to state that until the insurance issue got taken care of scripts would never get off the ground...I didn't need to write two years of articles to foresee that as I was one of the first denied frustrated patients who was in touch with the then rep that was as equally frustrated, they left SNY and are now with DEXCOM btw. So let me patronize you and appease your egocentric modeling for the purposes of entertaining you:
I will make it easy. Fill In The Blanks Q2 net revenue with your thesis on STAT _ Q2 will most likely not feel any direct effect as the quarter will be basically over by then so given we are just about halfway through it _ 4.2M____ Q2 net revenue without your thesis __ 4.2M______ Q3 with __ 6.2M______ Q3 without __ 4.5M_____ Q4 with ____ 8.5M_____ Q4 without ___ 5.5M______ Now the bigger question to you: Where do you think the SI will be by the end of Q4, and what do you think the sp will be if your projection is correct or if mine is? I do believe that the company will meet the lower end of its guidance between net rev and other rev., I know you do not forecast that in your models.
10 May 2018, 07:09 PM Report Abuse Reply0Like
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Post by joeypotsandpans on May 10, 2018 19:30:39 GMT -5
MNKD weekly sales could break out tomorrow. Are you saying we are going to have the proverbial (lopsided) cup and handle breakout? ;P
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Post by joeypotsandpans on May 10, 2018 15:04:00 GMT -5
The latest this am. deadaim Comments (1881) |+ Follow |Send Message | Mike Castagna.. "...we had an ADA late-breaking poster accepted around hypoglycemia and really demonstrating the differences of Afrezza versus other meal time insulin options. We believe the complete dataset when you look at the hypoglycemia plus STAT plus the history of the safety and efficacy of this product across the 65 trials, we start to educate the physicians on all the data we have, and they're very responsive." Great Innovation and science always wins!
10 May 2018, 09:12 AM Report Abuse Reply1Like Spencer Osborne, Contributor Comments (14436) |+ Follow |Send Message | Author’s reply » Deadaim.... The weight that people are placing on the STAT trial is misguided in my opinion. It is a very small and simple trial that has very predictable results.... simply by looking at the design.
If you adjust after your meal, you will be in range more often. It is really that simple. Investors keying in on this is reminiscent of investors keying in on the label change. Umm, DUH!! The fact that THIS INSULIN allows you to adjust after your meal to maintain better control and time in range with much reduced incident of hypo IS THE DIFFERENCE and the point of the STAT study. If they did that with the current Raa's they may have killed some folks along the way. Maybe that is what is needed to drill it into some people's gray matter, as the thread is titled "you can't fix stupid" ....let's compare Kendall or Osborne, nevermind I wouldn't even disrespect Kendall in that manner. Go ahead pigeon's fly this one over to your ignorant friend, maybe he wants to risk doing a controlled study stacking Raa's vs. Afrezza post dosing, better have some paramedics around, and again if you're going to quote me please quote the entire post, not selected segments. Thank you -J Tell him to give stacking a try after almost every meal with the other RAA’s, then write about his experience. He would have to understand what stacking is first , the only stacking he understands is stacking articles centered around one company, only recently has he really started any real meaningful mix of articles surrounding other companies....and Dennis I would preach to the "SA choir" if allowed but we know what that situation is don't we
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Post by joeypotsandpans on May 10, 2018 14:54:57 GMT -5
This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. So far people have not paid the price of Afrezza, not has the general community of Endocronologists have joined the bandwagon yet. Yes I look at this as an investment, I would invest long term in MNKD if it would go through a chapter 11 reorganization and get rid of the the toxic balance sheet items. Until then this is a bad investment. How can they pay the price when 98% of the PWD population still aren't aware of it? As for the Endo's that haven't joined the bandwagon yet, MC: We believe the complete dataset when you look at the hypoglycemia plus STAT plus the history of the safety and efficacy of this product across the 65 trials, we start to educate the physicians on all the data we have, and they're very responsive." (again, why the STAT combined with the superiority regarding hypo's along with the rest of what MC states carries much more weight than what the ignorant one thinks). Speaking of the ignorant one, he makes it too easy to dismiss his take, in his own words: Investing in MNKD is not about "helping diabetics". In fact, most shares people buy are not funding the company, but instead funding the pockets of the investor that sold the stock. If someone thinks they are "helping diabetics" by buying the stock, not selling the stock, or holding the stock, they are unfortunately misguided.
Oh ok, guess when the company sells "at the market" if doesn't help them and it isn't funding the company? Your own words and inference/thesis is that is going to be a funding vehicle for them going forward to deal with cash needs. Obviously those shares are getting "soaked up"
Dilution has been happening. After the reverse split there were 95 million shares outstanding. Today that number is 140 million... yes, and the short position remains close to record levels. Savvy investors grasp the rules of the game on the street. If you want to invest with some form of "moral compass", that is fine...As long as you grasp that the bulk of investors do not use a moral compass with regard to their investment. Investing with a moral compass puts you at a disadvantage against the masses that do not share your belief or have less convection about it as you.
Your opinion, and fyi there are many institutional funds that invest with "moral compass" and therefore never would invest in tobacco companies, companies revolving around the porn industry, gaming, spirits, etc. and on the contrary would invest in a company that can be a disrupter in a space that will absolutely save limbs, organs, and lives and have enjoyed great success in doing so.
Whatever you, me, or anyone feels about Afrezza does not matter from an investment standpoint. The drama of "saving lives limbs and organs is just that....drama. If someone want to "help", then perhaps they should consider selling their shares, and simply taking that money and cutting a check to MannKind so they can spend that money spreading the word. Somehow I highly doubt these "moral investors" would do that.
Again drama to you but quality of life for others and you can believe that there is a contingent of investors that are users and believers in the product, and they are buying the shares that are sold from the company into the market, so indirectly they are "cutting their checks" to MNKD
My statement about the STAT trial is based on what it means to the equity. As I stated, it is a small trial that will deliver predictable results. I am not saying the results are bad. I am simply saying that they will not move the needle on the equity by much.
10 May 2018, 02:25 PWhat it means to the equity is directly a result of what it means to the providers, insurers, PBM's and obviously one very prominent KOL is presenting with that in mind, you can think he joined the company for sh*ts and giggles and some type of masquerade only to make a "not so meaningful difference with his presentation" but most logical unbiased minds would have to question your line of "thinking"
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Post by joeypotsandpans on May 10, 2018 12:05:38 GMT -5
Okay, for anyone here that wishes to duplicate what I did. Here is the picture from the front page of afrezza.com. Copy it into your, for example, Windows Paint application. Make sure the image is selected and you see the resizing handles on the sides of the image. Drag either the right- or left-center handle to resize the image smaller horizontally. If you do it side-by-side with the article image, you can easily get it to look identical. Oh, kinda like those mirrors at the amusement park? (meant for baba )
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Post by joeypotsandpans on May 10, 2018 12:02:39 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months. This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time.
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Post by joeypotsandpans on May 10, 2018 11:44:31 GMT -5
Porkini, you may be right. I don't see anything like it here.... or here .....
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Post by joeypotsandpans on May 10, 2018 10:53:07 GMT -5
The latest this am. deadaim Comments (1881) |+ Follow |Send Message | Mike Castagna.. "...we had an ADA late-breaking poster accepted around hypoglycemia and really demonstrating the differences of Afrezza versus other meal time insulin options. We believe the complete dataset when you look at the hypoglycemia plus STAT plus the history of the safety and efficacy of this product across the 65 trials, we start to educate the physicians on all the data we have, and they're very responsive." Great Innovation and science always wins!
10 May 2018, 09:12 AM Report Abuse Reply1Like Spencer Osborne, Contributor Comments (14436) |+ Follow |Send Message | Author’s reply » Deadaim.... The weight that people are placing on the STAT trial is misguided in my opinion. It is a very small and simple trial that has very predictable results.... simply by looking at the design.
If you adjust after your meal, you will be in range more often. It is really that simple. Investors keying in on this is reminiscent of investors keying in on the label change. Umm, DUH!! The fact that THIS INSULIN allows you to adjust after your meal to maintain better control and time in range with much reduced incident of hypo IS THE DIFFERENCE and the point of the STAT study. If they did that with the current Raa's they may have killed some folks along the way. Maybe that is what is needed to drill it into some people's gray matter, as the thread is titled "you can't fix stupid" ....let's compare Kendall or Osborne, nevermind I wouldn't even disrespect Kendall in that manner. Go ahead pigeon's fly this one over to your ignorant friend, maybe he wants to risk doing a controlled study stacking Raa's vs. Afrezza post dosing, better have some paramedics around, and again if you're going to quote me please quote the entire post, not selected segments. Thank you -J
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Post by joeypotsandpans on May 9, 2018 22:59:21 GMT -5
Peppy that’s awesome!! I do hear great stories like yours and am finally hearing more and more. However my prior post is reality vs a motivated investor trying Afrezza. Again, awesome to hear your experience. This drug truly will change your life. PG, Peppy was quoting Winston from the "went to doctor" thread not from her own experience, however, your comment is spot on regarding most likely your first hand experience as a sales rep. From a patient's perspective regarding what I observed and from my conversation with my endo(s) I can easily see that happening with the average patient in the beginning. As Pat mentioned and as one could easily see in the skew charts regarding the increase in 12u cartridge use/sales there are a lot of T2's that will need and see much better titration success as the learning curve broadens. That is also why the topic of less hypo's at ADA is important because it will help reduce the fear of both the writer and the patient in taking more accurate doses to stay in range post prandial with respect to your mention of the follow up dosing. So what it comes down to is when the majority of providers understand that it is far better to have both the T1 & T2 population walking around with more compliance and time in range with the use of Afrezza, it will justify the "standard of care" viewpoint that Kendall fortunately refers to
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Post by joeypotsandpans on Apr 29, 2018 17:09:07 GMT -5
Exactly Joey!! Right on:-)) and you’re right your post is not there. And did you see that other guy walk right in to what I said, and started bitching about me posting stuff on PB... :-) That was nice what that J Harlan said... at least he could see that the numbers made sense. 800 calls is a lot. But there’s also a long way to expiration. Should’ve sold half on the spiked over $5. That was a mistake. I keep asking myself why I did not, I guess it was just pure greed:-) but on the other hand maybe I’ll be glad I held them all. The other thing is I went in with $50,000 at two dollars before the run up to the third approval and then sold half at eight so I had that extra money to add later. Two things, first, yes next time when you're riding on house money and the volatility causes the premiums to take off like that, at least take out your initial and then you can ladder up a strike or two further out for same amount of contracts with the remaining profit if you believe the thesis is still intact. Second, lets not distract from Winston's thread and get back on topic, speaking of which, if the one's that made the ignorant comments about Proboard's would do more reading of threads like Winston's they might get "it"
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Post by joeypotsandpans on Apr 29, 2018 16:01:13 GMT -5
This is just the greatest post for so many reasons, the truth about Afrezza has been buried for way too long. Miss information spread all over the blogs by the shorts. I’ve never seen so much anger coming from the other side. Why are they pissed, they’ve been winning, and why are the longs that sold even here... bitching and moaning and literally obsessed with what other longs are doing! You will never see this reply to your post regarding same that you posted elsewhere so figured I would let you know The best part of the responses to your comment about the breaking even and the ignorance that was displayed in SO's response and how he lays out "the reasons it would be hard to believe" not even mentioning hedges and the use of options against ones long positions. It didn't take much or long when the last move into the 6's caused tremendous premiums on the calls to be had. The funny part about it is, when I asked why the large short contingent didn't cash out at practically 100% gain, his response was "you don't know how they had it hedged" and then he responded to you like that type of strategy didn't exist for prudent longs. He be a funny dude that SO, sportsrancho Comments (6) |+ Follow |Send Message | Actually some of us are around break even and feel like the bad news is baked in. And feel like there may be more good news coming then bad. What amazes me is how obsessed you guys are about thinking about us. 28 Apr 2018, 09:08 PM Report Abuse Reply4Like smokenmirrors × Reply To Comment: "What amazes me is how obsessed you guys are about thinking about us." True that, obsessed is very appropriate for both the "carrier pigeons" as well as their "pigeoneer"
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Post by joeypotsandpans on Apr 29, 2018 13:09:18 GMT -5
This is just the greatest post for so many reasons, the truth about Afrezza has been buried for way too long. Miss information spread all over the blogs by the shorts. I’ve never seen so much anger coming from the other side. Why are they pissed, they’ve been winning, and why are the longs that sold even here... bitching and moaning and literally obsessed with what other longs are doing! I wouldn't have expected Winston to experience anything less than he has, just as I would expect if he tried to express his positive results etc. and educate on certain SA comment sections he would end up getting selectively edited .....the more patients/customers that get addicted to the freedom and healthier results that Afrezza brings to the table (pun intended) the more likely you would start a revolution if you tried to take it away from them Short term paper losses on investments are one thing, long term loss of freedom is a whole different animal all together, that's what has given rise to historic revolutions
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