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Post by joeypotsandpans on Apr 16, 2018 17:44:26 GMT -5
So here is SO's response and my suggestion as he insinuates that I avoided an invitation that I never did see: SO's reponse: He reposted my post and then stated: There is the FULL CONTEXT. As usual, you cast aspersions that simply do not feel with REALITY. You think you can "eat my lunch"......Nope. Not even close. From afar? Come meet me. Hec k, I put an invitation out a few weeks ago. I heard ZIP from you. Go figure. EOM I never saw the invitation (please direct me to where I might find it), although I actually thought of taking you up on the offer you made to Kevinmik though regarding the charity bet etc. with him recently. So with regard to your accusation of me lying or "hyperbole" as you put it with respect to the four physicians that didn't require any spirometry test from me let alone even mention it, here is my offer, I will put up the funds in a neutral spot for you to fly out to Las Vegas on my next visits with any 3 of my physicians (2 endos, 1 primary the other primary is no longer with the group provider). Why not just speak to them and the rep first hand rather than give any credit to 2nd and 3rd hand comments from Cafe Pharma. If anything I stated regarding the physicians or the rep is a lie or "hyperbole" you make the same contribution you mentioned to the following organizations, 75% to JDRF and 25% to ADA on Mannkind's behalf, I'm sure Al would have appreciated the philanthropic gesture Oh yeah btw, if Harlan, User, RS, and any of the others in the SO fan club wish to match it, well then the offer gets extended to them as well, you can have a "bro" weekend in Vegas...not sure I would be able to get all of you in to the patients room but I'm confident they would take your word for it. Again it's unfortunate that this is how I have to communicate with you but important enough that the truth and facts be available regarding your assertion about the MNKD reps.
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Post by joeypotsandpans on Apr 16, 2018 11:45:32 GMT -5
So I waited to post this response to see if the "SA moderators" as (SO claims he has no influence on them) would see that this was a direct response on topic regarding SO's assertion about the MNKD sales reps being uninspired and not motivated as follows:The rep I know came from Dexcom and stated "this reminds me of the early stages of Dexcom years ago, we would only see very few CGM's go out the door on a daily basis, it took a while but look at them now, I'm not going anywhere".
In my conversations she is convinced that Afrezza is the best insulin currently on the market and those using it continue to reinforce her conviction....so "your opinion" that the sales team is not inspired or motivated is very suspect, subjective and at the very least irresponsible from a journalistic standpoint....it is those kind of non validated statements that get readers frustrated not the insinuations of the company heading for failure. I would imagine that most shareholders at this point are well aware of the risks involved with this equity. I doubt this will get posted along with every other one I have recently submitted. None of what is written here in this response is in bad faith but nevertheless unfortunately the truth will most likely get swept under the rug again.And so when Kastanes questions SO about that very statement regarding the sales reps, what does SO bring up as his single source: CAFE PHARMA!! AYFKM lmao! The most recent text I rec'd from the rep was a response to an inquiry about whether or not they were able to get into the previous endo office I was going to that was part of the UHC/OPTUM group, they stated the following: "No luck yet! I need my old doctor to send over my vaccination list to get approved to even get in the door (Provider name intentionally left blank) is tough when it comes to off formulary drugs. I'll keep trying though! Other than that I am seeing more and more writers ". This hardly sounds like as SO states "It is looking tough. The sales team is not inspired or motivated in my opinion." ...again what's his source? What a joke! I'm sure when his "birdies" take this one to him he will again take everything out of context as I wouldn't expect anything else from him as he counters me cowardly from afar. I say cowardly because he knows I would eat his lunch if given the opportunity to not be selectively edited. If he chose he could ask the "SA moderators" to allow my comments to be seen, after all they're his articles, however, he continues to run rather than confront facts that contradict his thesis. Again this isn't to get into a pisssing match, rather I felt it was important to let the readers see a first hand encounter with one of the reps, rather than what he states as his second or third hand source being anonymous posters on Cafe Pharma LOL!!
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Post by joeypotsandpans on Apr 12, 2018 19:10:46 GMT -5
| Q1 | Q2 | Q3 | Q4 | 1 | Hired new national sales director | New commercial stretety | Deal 2 announcement (China?) | Brazil approval | 2 | Reshuffled sales force | New market campaign | Publish existing trial data | A-One trial results | 3 | Revamped incentives policies | Add Afrezza earlier to treatments | One drop (app support + cash program)? | Levin trial results | 4 | Announced CVS contract | Publish existing trial data | Improve insurance coverage | File in Mexico? | 5 | Weekly TRX reached 519 | STAT data announcement at ADA | Negotiate other international deals | Improve insurance coverage | 6 | HIRED RENOWNED CMO | Deal 1 announcement (India?) | treprostinil phase 1 trial results | Publish existing trial data | 7 |
| Improve insurance coverage |
| Negotiate other international deals | 8 |
| Raised cash ($28 million) |
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| 9 |
| Phase out legacy Sanofi packaging |
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| 10 |
| Revamped Affreza.com website |
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Compound, you left out the single most important catalyst in 2018 IMO I put number 6 down and actually it should be numero uno, reading this interview will hands down illustrate the most important addition to the company and Afrezza in 2018. One cannot underestimate the value and credibility that Dr. Kendall adds/brings to the battles those being the war on Diabetes and the war on the dark side IMO. For those that haven't seen it or just need a reminder www.healthline.com/diabetesmine/david-kendall-from-lilly-to-Afrezza-inhaled-insulin#1
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Post by joeypotsandpans on Apr 12, 2018 14:17:38 GMT -5
So many great responses from the board. I appreciate them all and will review them a few times to let them sink in. The libre sounds like the logical answer in understanding the patterns and cycles that are taking place. Seriously you guys are amazing. Thanks so much. Yes, please look into the Libre, there is nothing like being able to read your BG seamlessly anytime you wish to gauge/confirm where you are at and trending. I am only using Afrezza currently, I dropped the Metformin and constantly monitor with my daily Afrezza dosing, so far so good best of luck to you Winston!
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Post by joeypotsandpans on Apr 11, 2018 7:33:07 GMT -5
Unlikely it can be stopped, but the positive side of the double edged reality of twitter posts about Afrezza (i.e. very few patients or medical professionals see this stuff) is that his posts are likely to have no effect on success of Afrezza. I think it mostly the warring MNKD stock longs and shorts that are looking for #afrezza stuff on twitter. I realize it has no effect on the stock, it hurts me for these people, their lives have enough stress! I hate to see it, I hate to see Sam harassed and the new people called liars ...they’re not familiar with shorts, they don’t know that it’s about the stock! Just hurts my heart. I would imagine that those who even read anything from him/her do so from a humor standpoint along with others in the same modus operandi....Sports, even SO accused me of lying or as he used his euphemism "hyperbole" regarding the four physicians not even mentioning anything regarding a spirometry to me in the last two years. One doesn't take ignorance personally rather interprets it as it confirms either desperation, defensiveness, stupidity or a combination of all three
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Post by joeypotsandpans on Apr 10, 2018 20:25:10 GMT -5
All of my shares returned two days ago were loaned out this morning. Rate paid has dropped again, now 27.50%. Would you expect anything else? We call them "musical shares" one day the music will stop...will there be enough "shares" , lets see where the 3/31 SI balance is, if lower than I would imagine ATM used, otherwise I would expect it to be another record deficit number...
www.usdebtclock.org/
www.youtube.com/watch?v=umrp1tIBY8QAnd the beat goes on....another record SI, will be interesting to see how much of the shorted shares from the direct offering got absorbed at the next SI reading as of 4/15....ironic as that's time to pay the tax man day
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Post by joeypotsandpans on Apr 6, 2018 15:03:02 GMT -5
Script count highest since the last 2 years is still positive going to Monaco with an extra 26 mil and change can’t hurt. 🤞 🤞 Those Monaco hotel suites and yacht harbour cruises won't pay for themselves. Are you a current shareholder? If so why? If not then that explains that comment, same question for those others that keep whining and complaining....free market, same as always, if you're not happy don't let the door slap you in the ......don't blame others for your decisions, unless of course you were in a blind trust and it wasn't your decision . Side note, was at the endo yesterday, he was very pleased with my results, his intern that is currently doing his rotations with him got quite the education I must say
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Post by joeypotsandpans on Apr 4, 2018 13:30:47 GMT -5
I had a large number of shares returned in two accounts today. Rate paid also dropped to 28.375%. All of my shares returned two days ago were loaned out this morning. Rate paid has dropped again, now 27.50%. Would you expect anything else? We call them "musical shares" one day the music will stop...will there be enough "shares" , lets see where the 3/31 SI balance is, if lower than I would imagine ATM used, otherwise I would expect it to be another record deficit number... www.usdebtclock.org/www.youtube.com/watch?v=umrp1tIBY8Q
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Post by joeypotsandpans on Apr 4, 2018 10:24:19 GMT -5
Is someone going to consolidate these and send them to Mike in advance so he can address the ones that he may not have planned on? I nominate Sports or Sla to be board secretary/representative at the meeting....I would have included Peppy but have visions of her getting escorted out while hearing people mumbling WOW she was NASTY LOL!!
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Post by joeypotsandpans on Apr 3, 2018 19:01:42 GMT -5
I'd like to know their favorite lunch spots and bars in the Westlake Village area. That way, I'm going to get an answer that might be accurate and useful. Many of you think I'm kidding. I really don't want to hear much about what they plan on doing (a brief update over what they have already told us would be fine). I'd much rather hear about what they have done over the past few months that we might not otherwise know. That's it drinks are on Baba, thanks Baba!! I'll bring a few extra units now
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Post by joeypotsandpans on Mar 31, 2018 2:58:45 GMT -5
Joey, Did you see where Spencer said he was planning his own meeting with his followers after the shareholder meeting to discuss.. but now that it’s out here instead CT he wants to have it in Massachusetts. Maybe they can have it at AF's favorite watering hole hangout, I forget the name of it (the one where he drowned his sorrows when he lost probably his only friend, his dog) but they (SO and AF) deserve one another....two peas in a pod .....they have one HUGE thing in common, so enamored with a company they're not invested in, write for a hobby, yet want to discuss it with "their followers". If you also noticed, he (SO) stated that "volume on the selling dried up" and he believes that it put a trading bottom at $2.20....I'll use his own words..."it doesn't take a rocket scientist"...to see how oversold the stock is currently, actually maybe he's learning from Peppy's volume threads or at the very least "his birdies" are relaying the message For those that keep posting in his defense of what he said regarding the HUGE problem being the link and not the spirometry itself what he took issue is with the title of this thread, unfortunately when you are inputting the title for the thread it only allows a certain number of characters...what they didn't continue to see is that I referred to his talking about the link not working and being the HUGE problem...but either way that wasn't my point, my point was that four out of four physicians that I met with did not bring up spirometry at all....so either it was a coincidence that they all just didn't pay attention to the label OR they weren't concerned about it being an issue....take your pick, instead he insinuated that I was creating "hyperbole" as from his following statement: "I suspect his "3-of-4" comment is hyperbole and wishful thinking rather than reality." So he's accusing me of lying and questioning my credibility, hmmm when I did that with him he got extremely defensive and hit the eject button by running from the confrontation and censoring my posts. Go figure, lol. That's the type of individual you are dealing with here, for me it's just the opposite...I'll laugh at the reply basically calling me a liar and rather than get defensive just shrug my shoulders and let the pied piper continue to lead the rats down the sewer....like I said, they all pretty much deserve each other's company
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Post by joeypotsandpans on Mar 30, 2018 19:57:40 GMT -5
So as expected (and you tell me if there is anything derogatory inferred in the paragraph about the spirometry issue being overrated) they did not post my response. Did SA not post it, or did you post it and then SA deleted it? AFAIK, posts on SA show up immediately. If it didn't show up at all (never got posted), maybe there is something wrong with your SA account? Selective journalism, without me going into a whole history he does not like getting called out for conflict of interest as he omitted his conflict with MNKD and his ownership in ARNA with both working on a new treatment for PAH. SA did not post it, it was submitted as all my comments are and supposedly the "moderators" supposedly decide if it is not offensive to the author or something like that WTFKNOWS anymore, it's a joke....his last statement in his comment was: "For that reader.....Kindly show me where what I said even remotely relates to me saying that the spiro test is the HUGE problem."... I replied "How can I reply and show you when you have my posts deleted, too funny....you're a hoot Spence doubt you will see that reply as well. ..it's a one sided conversation now with him, or it's a 3 way as his cronies or "birdie's" or he acts in third person again WTFKNOWS anymore send him my replies that I copy and post here where respectful free speech is thankfully allowed. The only thing wrong with my SA account is that it is censored. I really stopped paying any attention but was curious to see what his weekly drivel would be in response to last weeks pick up in the "estimated" scripts....as usual I get entertained by his responses in the comments section and when I came across the ridiculous regurgitation of the spirometry issue I couldn't help myself respond due to the reasons I gave about not even having that come up at my last four visits with all four different practitioners. WTFKNOWS maybe they tried hitting the link and got frustrated and said well his lung function must be ok, he's got an O2 saturation of 96-98 and he is a non-smoker
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Post by joeypotsandpans on Mar 30, 2018 18:40:12 GMT -5
So as expected (and you tell me if there is anything derogatory inferred in the paragraph about the spirometry issue being overrated) they did not post my response. However, my post here was responded to by SO as one of his cronies or as he referred to "a little birdie" lol questioning my credibility regarding my experiences referenced in the post along with him claiming he did not write it was a HUGE issue regarding the spirometry link which he unequivocally did but you can read the comments section and honestly for all I know he edited it out if it is not there anymore who knows anymore and who really cares...the point I was making was regarding the bringing back the old scary spirometry warning was a bit ridiculous and overrated IMO. Here was my response to his (which you can read at your own peril if you so choose). Liane I know you wanted to limit the SO references but I felt this was on topic and all about MNKD with respect to the aforementioned spirometry topic. My response which is in response to his which he opens as "educating a reader" Educating an author.... First of all it was all 4 that didn't even bring up the spirometry not 3 of 4. I have mentioned in the past that I am way more concerned about the effects from diabetes if not treated properly than the statistically insignificant numbers and unproven effects inhaling insulin may cause after 20yrs. or so. Second, you wouldn't need "birdies" dropping comments off from a message board if you didn't selectively edit your reader's responses. Third, when you to go the office visits it is part of the routine check for BP, Oxygen levels, and weight and pulse. When the oxygen readings consistently show 96-98 without any drop off and you've been taking the inhaled treatment for a few months it's quite possible they are not worried about any COPD, asthma, or other bronchial/lung function issues, especially after you've filled out the patient questionnaire's regarding history. Lastly, you stated it was a HUGE problem that the link to read more about the spirometry was not functioning properly for the physicians to be able to gain access to...I countered that it was questionable how many physicians were really concerned about the spirometry tests from my direct experience of the most recent four I have visited, thus stating it was overrated IMO. We're all entitled to our opinions, mine just happened to be based off of recent (since Nov.) first hand experiences. I think the wishful thinking on your part may be the other way around, that it was hyperbole and not contradictory to your thesis Oh yeah, you may want to shoot the messenger as your "birdie" left out that I did indeed state the HUGE problem you mentioned was in fact with the link, Happy Easter!
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Post by joeypotsandpans on Mar 30, 2018 13:19:47 GMT -5
In SO's recent article (comments section) he mentions that MNKD has a "HUGE" problem with the link for physicians to obtain more info regarding the black label Spirometry requirement. I responded with the following in case it doesn't get posted on SA but feel it is important enough for everyone to understand what I have experienced with what he considers a "HUGE" problem The spirometry issue is way overrated, I have been with 4 different physicians (old primary new primary, old endo, new endo, due to insurance election change in Nov.) the only spirometry test I took was 2 yrs ago and that was when coverage was denied from UHC. Since Nov. I have had my scripts filled and refilled and have not had to take a spirometry test. If it was one out of the four physicians I would say ok it's an aberration but all four lends me to believe the other way now. In fact, at my last four office visits I can't recall them even asking about any issues with the inhaling part of the process, perhaps they were too impressed/distracted with the 2.9 drop in my A1c numbers after 2.5 mos. to worry about it. Also, Express Scripts is sending 3 month supply at a time to my doorstep. Avg. cost is $33/mo ($100 for 3 mos.). They will not reimburse me if I go through CVS but why would I even want to when it gets dropped off at my doorstep lol. So far my biggest issue and trust me it's a nice issue is making room for storage in the refrigerator....actually have a second refrigerator in the garage I removed from a rental property I sold to buy more shares with last year so it all works .... "HUGE" problem LOL!! He's such a pistol
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Post by joeypotsandpans on Mar 29, 2018 15:28:57 GMT -5
I don’t disagree that there might be dilution ahead. However, each time there has been dilution, I was thinking that the shorts would cover and get out of Mnkd and move on to their next victim. But they haven’t left. In fact, the short interest right now is 35,500,000. The highest or nearly highest its ever been. This doesn’t appear like they are waiting for the next dilution to get out. They are convinced Mnkd is going out of business. Obviously I think they are wrong and that is why I’m in this till the bitter end, success or failure. With all of the small dilution over the last 12 months, even if the short share count is at 35.5 million, it is a smaller percentage of the total float than in previous years. Also since the Al Mann Trust has reduced the number of shares that were most likely not borrowable, the total borrowable shares has significantly increased. SI as of 3/15/2017 was 19,793,968 SI as of 3/15/2018 was 35,523,152 Now I may not be the sharpest tool in the shed but even just a simple eyeballing it looks to me like SI has just about doubled from 12 mos. ago and I don't recall the outstanding share count coming close to doubling over the last 12 mos.....so if 1+1 = 3 here then there must be a new math I'm not aware of. I could be wrong but I believe the percentage of SI to float is at record levels for this equity....even with the additional shares added over the last 12 mos. If anyone cares to add up the shares issued into market over the last 12 mos. and then look out over the last few years at the percentage of SI, I would venture to say that we are at the highest percentage over that period.
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