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Post by joeypotsandpans on Oct 25, 2017 14:52:03 GMT -5
Actually it's the Wainwright fella but, passed the edit window  ... you get the idea |
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Post by joeypotsandpans on Oct 25, 2017 13:25:02 GMT -5
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Post by joeypotsandpans on Oct 24, 2017 19:38:14 GMT -5
When it come to insulin, all insulins should be covered by every company that is going to set up shop and claim to be a health insurance company, collect money from people, and regulate coverage on medicines for a human. Something required by the body, such as insulin, shouldn't be up for debate. This goes for all insulins that are FDA approved, IMO. How would you feel if someone preferred brand only drugs and not generics? Would you similarly acquiesce simply based on preference? Or would you tell them to take the generic since it is essentially the same thing and for a much cheaper price? The problem is that with a pandemic disease like diabetes, you cannot give the option to everyone and keep prices low for everyone else. This is the unfortunate part of insurance. Everyone wants the best care but wants to pay the least for it. Good care is expensive. No one is stopping anyone from accessing Afrezza. They simply do not want to pay the premium for it. They want to share the cost of a better drug with other people- people who may not want to pay that added premium for their care. I think what you're failing to see is the other side of the same coin of your argument. Your argument boils down to "I shouldn't have to pay extra money for something that I need" whereas I would rebut, "neither should I" I shouldn't have to pay for the privilege of you getting better care than what is necessary for your health. You would live a long and fruitful life on the other insulins that are available. If you would like to have a better quality of life, that is your prerogative. But you should have to pay for it, not me. At the end of the day, coverage depends on the contracted rate that MNKD agrees to do business with PBMs. More favorable contracts earn lower copays. Insurance companies would much rather spend $10 for a medication than spend $40 for one that will produce fairly similar results. That is not unethical. It is good business. As much as it pains me to say it, insurance companies must think with a business mind, not a compassionate mind. There needs to be far more black and white than gray because there are simply too many exceptions to make with gray and you would waste far more resources creating that gray space than keeping black and white more affordable for everyone else. Let's not conflate arguing points here 1. Afrezza is superior to other RAAs 2. The FDA views Afrezza as similar to RAAs. You and I both believe Afrezza to be a superior product. The FDA has allowed for more separation, but for the metrics that currently matter most (A1c), it still appears to be equal. I'm not going to get into an argument with you that Afrezza and injectables are similar. They are not. However, their effect (A1c) has yet to be distinguished in the FDA's eyes. This is not unique to Afrezza. There are many, many, many drugs that have terrible coverage because there are a number of cheaper alternatives that provide similar results. And, I think if you're honest, you would not want to pay a premium for someone else's medicine just because they wanted it when they would have similar therapeutic effects on a much cheaper medication. I have said this so many times, but for whatever reason the same arguments perpetuate- The onus for superiority is on the drug manufacturer. It is not the FDA's fault, per say, that Afrezza has crappy insurance coverage. It is MNKD's fault for not conducting trials that show superiority. Like it or not, medicine is evidence based and conservative. That much will not change as long as there is a governing body over medications. While I agree in general with your argument about alternative treatments that keep costs reduced in this particular case your argument is flawed, you will be paying more because of lesser compliance when telling the patient to take the alternative insulin....they will lie to their physician that they are jabbing themselves and poking their fingers X amount of times a day to check their BG. Some T2's may be masochistic but most will lie to themselves and their physicians about being compliant and in the end you will be paying more for kidney failures/dialysis, neuropathy treatments, increased cardio complications, among a vast array of other issues from the progression of the disease. While the true benefit of Afrezza is the next best thing to a healthy pancreas, there are a large amount of advanced T2's which will suffer more damage because they will not keep to a regimen of sticking themselves on a regular basis. Truth be told, I could see a much reduced cost to the insurance companies with them supplying a freestyle and afrezza...if you watch the you tube videos on those that shared their experiences (mostly in the UK that I saw) with the freestyle they said because of the ease and features they actually had to keep themselves from checking their BG too frequently....and they weren't even in the freedom zone yet of having the benefit of using Afrezza. I could easily see myself checking my BG at will with a freestyle and challenging myself to maintain in range everyday dosing with Afrezza....that is the type of compliance that would actually reduce the total overall costs to insurers in the end with a much healthier diabetic population Think compliance compliance compliance....you need to see it from the patients standpoint because in this case it is ultimately the biggest effect on the insurers bottom line regarding reducing theirs and in turn your costs. |
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Post by joeypotsandpans on Oct 23, 2017 19:06:15 GMT -5
Okay Joey etc, let's put this discussion to rest: First, my post on Jan 7, 2014, simply stated the de Stephano may have right on ORMP as the pps jumped signicantly w/o any trial results, but simply acceptance by Israel and Australia, while MNKD barely moved the needle with good trial results. Nothing about buying selling, nothing about prices etc! I suggest you look it up and read it. Second, my perceived negativity is in response to the overly optimistic posts, the last was when the pps was over $6.00 and suddenly talk of $125.00 shows up. I am not short on this stock and take issue with those who lend shares to short sellers who in turn drive the price down. I take the product seriously as I have several members of family who are diabetics...one in Scotland and on a pump, therefore I hope like hell this product succeeds and is distributed worldwide. I would normally say I' m sorry for offending your sensibilies, but the would be somewhat disingenuous of me. Hopefully we'll hear no more of this Orlon guy talk and stick to the product. Appreciate the feedback and honesty, actually earlier you said you hit a sore spot and I thought about that statement and indirectly it is a sore spot with me that you mention the script numbers or lack thereof and there are those like myself that are frustrated we received a script and it ends up not being covered and in turn a non refill as well. Regarding the "overly optimistic" posts I would imagine those are in response to the overly pessimistic ones that preached the company would be non-existent by now. Btw, from what I understand only dead people can't dream BOL to you and the family, that is definitely something we can agree on |
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Post by joeypotsandpans on Oct 23, 2017 17:33:18 GMT -5
His first post on ORMP was with it being at it's peak, it was pretty much all downhill from there regarding their share price (albeit off the lows but still a far cry from the peak), that was my point....he was referencing/bringing up a company and someone that was critical of MNKD (De Stefano), my point was where have they been and where are they now? when he brought them up the price was approx $29/sh and currently sitting between $10-$11/sh. Regarding threads, there are those that are creatures of habit/lazy on both sides of the coin starting threads whether positive or negative...but when one says the same thing repetitively on one subject (which btw everyone both long and short know already regarding scripts/sales) it gets redundant. But hey thanks for checking up on this as someone that is just "hanging around" as you stated: 10 million share stock offering Oct 11, 2017 at 11:18am afrezzamiracle likes this Quote like Post Options Post by mnkdfann on Oct 11, 2017 at 11:18am One of my investments is MU. I've no MNKD shares presently, but I obviously follow it.
Last night both MNKD and MU announced share offerings. It is interesting how the corresponding (especially retail) investor groups viewed the offerings. MU investors were outraged, predicted a massive hit in MU's share price today. MNKD investors (judging from most comments here) were pleased as punch and predicting a restless night for, and the quick demise, of shorts. I found the different perspectives interesting, and funny (not in the humorous sense) how things turn out (MU is doing fine, and just might hit another 52-week high today). Full disclosure. Since that old Oct 11 post of mine you quoted (and why you bothered to do so is hard to figure, unless you were throwing shade) I did purchase shares in MNKD. With hindsight, I wish I had not done so. But the perma-pumpers with their always sunny scenarios sucked me in. Thankfully, mine was a small investment.  In hindsight we all could say we wish we bought lower on various investments at one time or another, also you should never just blindly follow what you term as the "perma-pumpers". I take it from that statement that you're fairly young for two reasons first one is you purchased shares in a company very recent and already have "second" thoughts (pun intended) and secondly, you followed and didn't necessarily do your due diligence at which point had you done so you may still be comfortable with the shares you purchased. I bought AGEN today at $4.49 which was a price I was comfortable with and still am, I saw the pre-market action and decided to look at the chart to see where the high was on the previous day it traded and dropped it a couple of pennies. It got filled, and after the news of their approval along with their pipeline I was happy to fill at that price and start a position. Sure I could have gotten it lower but then again it's not so much where I started but where I finish. Btw, AGEN has only an 11% short interest lol so I guess I get to have fun with the same anti-biotech breed, especially with their recent mixed shelf registration ($250M), sincerely wish you the BOL going forward! |
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Post by joeypotsandpans on Oct 23, 2017 15:21:22 GMT -5
Reality check, you don't need to start new threads every other day with the same messages and FUD, you can keep one thread and just repeat your sentiment.... you came on here in Jan 2014 with your first post on ORMP when it was at its peak and where is that now compared to then? FWIW, that's not actually true. Orlon might be perpetually negative and maybe even a MNKD short, but his first posts were in 2013 and were not about ORMP. His 2014 post about ORMP was just acknowledging that an analyst / blogger who covered both ORMP and MNKD had just made a good call at the time, contrary to what orlon's expectations were. But, really, why harp on orlon anyway when a majority of the posters here do the same thing (new threads with basically the same perpetually sunny scenarios). His first post on ORMP was with it being at it's peak, it was pretty much all downhill from there regarding their share price (albeit off the lows but still a far cry from the peak), that was my point....he was referencing/bringing up a company and someone that was critical of MNKD (De Stefano), my point was where have they been and where are they now? when he brought them up the price was approx $29/sh and currently sitting between $10-$11/sh. Regarding threads, there are those that are creatures of habit/lazy on both sides of the coin starting threads whether positive or negative...but when one says the same thing repetitively on one subject (which btw everyone both long and short know already regarding scripts/sales) it gets redundant. But hey thanks for checking up on this as someone that is just "hanging around" as you stated: 10 million share stock offering Oct 11, 2017 at 11:18am afrezzamiracle likes this Quote like Post Options Post by mnkdfann on Oct 11, 2017 at 11:18am One of my investments is MU. I've no MNKD shares presently, but I obviously follow it.
Last night both MNKD and MU announced share offerings. It is interesting how the corresponding (especially retail) investor groups viewed the offerings. MU investors were outraged, predicted a massive hit in MU's share price today. MNKD investors (judging from most comments here) were pleased as punch and predicting a restless night for, and the quick demise, of shorts. I found the different perspectives interesting, and funny (not in the humorous sense) how things turn out (MU is doing fine, and just might hit another 52-week high today). Read more: mnkd.proboards.com/user/2050/recent#ixzz4wMXTgGIbBottom line, we ALL know that scripts/sales need to increase at some point in time but looking at it from a relative standpoint/angle....with an improved label and potential improved coverage most are looking forward rather than in the rear view mirror as everyone that has been following have known the biggest obstacles since initial approval...fortunately depending on how you view it, the former administration and their corrupt appointments are gone from the current landscape and the new administration and FDA seems to be sector friendlier regarding speed to approval and getting things that may help individuals health faster to market. So I don't find it difficult to understand the recent optimism regarding the potential corresponding improvements in sales/scripts with the new capitalization and label, along with the further studies. So again, thanks for bringing it up again since I believe it was important this time to respond as normally I would just ignore and move on. As I mentioned in another thread where MR. HOLDEM felt everyone should ignore the SA pieces, sometimes it's better to stop and take the time to help educate the new followers/longs on what was then and where it is now. I know of fellow longs that have friends that tell them they should "sell" and "it's never going to go anywhere" without those individuals knowing one thing about the company or its history....after all we're just labeled as "the blinded MNKD cult" but I like to think a well informed one at that . |
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Post by joeypotsandpans on Oct 23, 2017 11:04:05 GMT -5
Actually Joey, Spiro might have agreed with this guy Orion a couple of weeks ago. But things have made a drastic turn for MNKD and the company actually has a decent shot to turn things around big time. It's total nonsense to think otherwise. But of course as always, it will take an extremely competent business plan by MNKD management to get the job done. Spiro has always been optimistic, because he personally knows how great Afrezza works when used properly. With Mike C. at the helm and with the recent progress made by MNKD, things feel a little different this time around. Spiro here, We shall see? Yes, you fortunately know the benefits (mallomars?) as you are one of the lucky ones to have coverage....those who aren't/haven't been as lucky are very envious but hopefully the landscape is changing sooner rather than later....see you soon my friend and hopefully at that time we can toast with inhalers lol |
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Post by joeypotsandpans on Oct 23, 2017 10:37:53 GMT -5
Wow Joey...seems I hit a sore spot. LOL, I just find it funny that you continue to consistently harp on the "need sales theme" and you touted a company over 3 yrs. ago that still has yet to have any sales let alone an approved drug....yeah you hit a sore spot... too funny |
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Post by joeypotsandpans on Oct 23, 2017 10:19:50 GMT -5
Reality check, you don't need to start new threads every other day with the same messages and FUD, you can keep one thread and just repeat your sentiment....you came on here in Jan 2014 with your first post on ORMP when it was at its peak and where is that now compared to then? Please don't be so obvious you seem to hold the record for locked threads Previously you wrote: I love such hope and optimism. But the reality is SALES. Scripts need to rise dramatically, endos need to get on board with label change. There may be some short covering today, but I fear the stock price will return to the price last Friday. Do you have anything new to add perhaps?: Read more: mnkd.proboards.com/user/46/recent#ixzz4wLOlXbLB, and pg.3 of the others: Recent Threads Search... Select Actions « Prev123Next » Status Subject Created By Replies Views Last Post Thread Reality check orlon 2 82 by xanet 1 minute ago Thread Falling like a rock Pages: 12345 orlon 69 6,059 by mnholdem Oct 20, 2017 at 5:12am Thread Label change. Pages: 123456..10 orlon 140 13,502 by drman7 Oct 3, 2017 at 10:26am Thread PDUFA Pages: 123 orlon 32 4,862 by kimi Oct 1, 2017 at 2:04pm Thread Back below $2.00 soon? Pages: 12 orlon 25 2,665 by mnkdfann Sep 20, 2017 at 6:22pm Thread Ten years ago today.... Pages: 12 orlon 17 1,498 by orlon Aug 30, 2017 at 12:03pm Thread Locked Locked It still all comes down to this: orlon 2 748 by orlon Aug 25, 2017 at 3:49pm Thread Surprise on August 7. Pages: 1234567 orlon 102 8,957 by orlon Aug 7, 2017 at 12:57pm Thread Confidence Pages: 1234 orlon 53 4,377 by straightly Jul 11, 2017 at 6:09pm Thread Locked Locked The latest excuse... orlon 1 612 by orlon Jul 3, 2017 at 9:06am Thread The point... orlon 6 680 by mango Jun 14, 2017 at 3:24pm Thread DTC and advertising Pages: 1234 orlon 51 3,512 by tmann May 12, 2017 at 2:14pm Thread Locked Locked The excitement orlon 10 1,317 by mnholdem May 9, 2017 at 4:52pm Thread .66c-.70c/PPS Pages: 123 orlon 34 3,248 by gamblerjag May 7, 2017 at 9:31pm Thread The only good thing... orlon 3 554 by kc Apr 26, 2017 at 11:48am Thread Heading below $1.00 (again) Pages: 12 orlon 17 2,693 by mnkdfann Apr 21, 2017 at 7:57am Thread What optimism! orlon 0 321 by orlon Apr 19, 2017 at 9:32am Thread Short selers orlon 11 1,033 by dreamboatcruise Apr 7, 2017 at 9:36am Thread Can someone explain to me.... Pages: 123456789 Read more: mnkd.proboards.com/user/46/recent_threads#ixzz4wLPZaJVY |
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Post by joeypotsandpans on Oct 23, 2017 9:41:36 GMT -5
Off 4% when the restructure and Brazil news should send this puppy up, up, up. I'm absolutely dumbfounded and pretty pissed as well. What do we gotta do here? Could be worse, AGEN had some very nice news today on their joint approval with GSK on their shingles vaccine approval, pre-market was up huge and pulled all the way back to close the gap at $4.34, I just picked up a token position on the pullback....I used a little bit of the powder that I was going to use if we closed that tiny gap at $3.59 which is still questionable but possible. Seems that the biotechs are taking a back seat to the other sectors the last couple of days as there has been selling on good news across the biotech sector while the other earnings have had the headlines....with some BP earnings coming out this week should be interesting LLY and MRK (both up today) report this week. |
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Post by joeypotsandpans on Oct 23, 2017 9:22:10 GMT -5
Mike C's road map from Slide 18 at the Cantor conference:
Near Term Milestones and Key Events
1. Growth Trajectory Continues for Afrezza (accomplishing)
2. FDA Label Change (achieved)
3. Recapitalization (freed up 8.4MM shares, placed $60MM, moved 28MM due 8/18 to 10/21, likely converting this years 10MM with shares)
4. International Expansion Announcements (BIOMM filing)
5. Receptor Life Sciences (Mike C @ Cantor "There’s a Receptor Life Sciences collaboration, which we haven’t talked about much in the 18 months. It was announced in January 2016. We’ll have some updates on that collaboration, that’s focused on the cannabinoid market. And so we’ll be talking about that in near future")
6. One Drop Collaboration
7. Expansion of Payor Coverage (CVS/Caremark? Mike C said they were ready to sign with a large PBM in Jan 18)
8. Completion of STAT Trial (Mike C @ Cantor "Our STAT trial, which is really looking at Afrezza plus Dexcom will be – we’ll get those results in late fall and they’ll be presented next year")
9. IND Filing for Treprostinil
Mike keeps checking his boxes off. Hopefully more to share by the q3 earnings call.
You can check off #6 as well |
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Post by joeypotsandpans on Oct 23, 2017 3:41:49 GMT -5
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Post by joeypotsandpans on Oct 23, 2017 0:29:56 GMT -5
I can't locate anything else on it and I didn't see anything on the corporate website about it:
MannKind Company Marketing Scheduled By Oppenheimer for Oct. 24
2017-10-17 06:30:19.910 GMT
By Bloomberg Automation
(Bloomberg) -- Oppenheimer is hosting a corporate access
company marketing event for MannKind Corp. in San Francisco on
Oct. 24.
WeConvene provided the following details:
==============================================
Title: MannKind Corporation (MNKD) - Company Marketing
Summary: Oppenheimer is pleased to bring you a meeting with
the management of MannKind Corporation on October 24 in San
Francisco.
Host Contacts:
* Corporate Access, OpcoCorpAccess@Opco.com
==============================================
* Analyst price targets for MannKind range from $7 to $7, with a
consensus average of $7.
* MannKind has 2 buy recommendations, 0 holds and 0 sells.
* Market cap - $623 million.
* Short interest - 23.7 million shares, representing 24.6% of
the total float and 8.3 days average trading volume as of the
latest data.
* The Relative Strength Index (RSI) indicates the company is
overbought.
* Shares of the company rose 2.7% in the last session to $5.42
and are up 70.3% this year.
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Post by joeypotsandpans on Oct 20, 2017 17:45:49 GMT -5
I think most of us waffle a bit as we learn more because of our discussions. Gaining a broader perspective is one of the things I value most about ProBoards-MNKD. OneDrop is not married to MannKind. They are also collaborating with Sanofi on a study, according to a recent press release. Likewise, these CGM companies don't need to take a one-or-none approach with working with BP. They're free to set up any number of agreements. The big question is whether all the BPs who market insulin would want real-time data. Not all RAA insulin brands are the same and they've done a masterful job of hiding their deficiencies for many years while throwing a big blanket over the 800lb gorilla in the room. MN I had to edit this and take the rest of the words out of your mouth (I was being kind with how you put it also), somehow you got cutoff |
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Post by joeypotsandpans on Oct 20, 2017 16:03:03 GMT -5
Well, I did something I had never done .I bought calls on the money bought calls 01/2019 at a strike price of 3 , right at opening bell. I paid 1.82 for them , so given current at 4.35 , not that far from being on the money and i have till 2019 thanks for everyone who responded Well they closed with last trade @ $2.00 so I would say you did great Charles and you're in company as those are the one's I rolled into from the Feb '18 1 strikes that I owned Now you've got some time to see how things play out and at some point in the future have the option to hopefully cash out with a decent gain while rolling out the same leverage into the 2020 strikes at a lower time premium. Should they get a nice BO or BI offer or some other nice binary event you're in great shape. Have a great weekend! |
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... you get the idea
