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Post by joeypotsandpans on Sept 13, 2017 9:14:38 GMT -5
Mike stated that this week's rx numbers will be higher. Could we finally break through 400? Also. Could anyone explain how Mike's measure of individual units being more important than actual rxs numbers are considered desirable as a measure of sales? individual units, there is a price per unit. also, enough units being prescribed. as a side note, type two's require way more units.
From the CC, Mike C We continued with commercial improvement in our insurance coverage. As I previously announced, we had Anthem on April 1, we renewed the VA contract and we’re now working on reducing high authorization burdens.
For example, we know contract that continue to have Novolog as preferred exclusive agent. Those contracts and the terms within those prior authorizations typically will say something to the nature of in order to get Afrezza you must sale insulin and have physical and invisible disabilities. And we don't believe it's fair that healthy patients who desire better health should have to fail every aspect of your life before they get access to Afrezza. seekingalpha.com/symbol/MNKD/earnings/transcripts
Mikey vs. Goliath ......Mikey has the slingshot  www.youtube.com/watch?v=k3TEe5Dh7Zg |
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Post by joeypotsandpans on Sept 13, 2017 7:36:54 GMT -5
There is a lot of gray area right now. But sitting on the fence to long gets you no where:-) Charts for me, tell me when to buy and hold. Or sell and wait for a better entry. Look at the 10 year chart. That tells me where we are going....which looks to be $28. Drawing a trend line. (We could never hold the spikes) To get beyond that we need another drug in the pipeline and a partner with 300+ reps to help us sell Afrezza. We need the money issue to be cleared up. And 3 quarters of sales projections under the belt that beat. And we could be valued at 2-3b again. So funny you mention "gray area".....I was about to write there are those that are fine with watching things play out in black and white, and those that prefer to watch in color  . Some take an investment and buy and hold, some trade, and some do both and some that find a picture is worth a thousand words or as I mentioned in another thread with the pics of the person in range on a regular basis using Afrezza, a picture may help save millions of lives. Perspective vs. reality and possibly both at the same time...in MNKD's particular case some may find TA fascinating with regards to how it trades over a long term basis and using the charts as a smoothing mechanism pre & post split on a visual basis. Speaking of smoothing mechanisms what I was watching yesterday was that we were trading up to and "negotiating/testing" the 200 day EMA at the $2.20 area....the exponential moving avg. is used by some as more indicative of recent price trend action as it is more weighted to recent moves, again goes back to everyone is looking at different things from their own perspectives okay now that I got that off my chest, let me grab another cup of coffee |
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Post by joeypotsandpans on Sept 11, 2017 16:43:12 GMT -5
Outside day that held support usually bodes well....the last two hours looks as though they used some bullets to keep the 2.10 from breaking, price action is acting very well...nice consolidation at this juncture. |
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Post by joeypotsandpans on Sept 11, 2017 16:24:43 GMT -5
That actually would be my oldest son as well, he is very passionate about his specialty, not so much from the clinical side but absolutely from the research side...he spent a year at NIH working with the very physicians that are in this documentary: clinicalcenter.nih.gov/ocmr/firstinhuman/index.html ...it is a very deep rooted and compassionate network of physicians when it comes to oncology especially with children. They are very very dedicated doctors, where they are far less concerned about the $$$ they will make compared to the progress they will make against the diseases. I can fully understand if that was truly Ray's motive. Joey, if Ray resigned based on his own motives, I believe one factor was he wanted out from the Mike regime. Mike may well be exactly what we need at MNKD, but Mike is such a strong personality, especially in contrast to the types that had been at MNKD, well, I can understand Ray wanting a change of scenery and a change in curriculum. I continue to believe Ray's departure was at least two-sided, if not precipitated by Mike. No problem for me, Ray may be smart, but smart is not all that we need. A big time endo taking his place would be a huge coup (or is that "coupe?"). A guy who has a name and even some respect among endo's and other docs that deal with lots of diabetics. I pretty much agree with every word with the exception of one I would change the word personality and swap it with LEADER....we may have had nice guys in the past under Al's leadership but Mike is the first one that I believe is grabbing the bull by the horns!! I do believe it was a mutual decision to diverge paths, I'm giving Ray the benefit of the doubt that he truly is committed to the oncology arena. |
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Post by joeypotsandpans on Sept 11, 2017 15:57:25 GMT -5
Castagna mentioned significant reductions in trial durations and costs. You don't need to be flashy to be good. Urbanski knew his way around the FDA process. I think Mikey likes it!! www.youtube.com/watch?v=CLQ0LZSnJFE love his look afterwards lol |
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Post by joeypotsandpans on Sept 11, 2017 15:34:43 GMT -5
SEC filing today: Urbanski resigned! On September 8, 2017, Raymond W. Urbanski, M.D., Ph.D., our Corporate Vice President, Chief Medical Officer, informed us of his decision to resign his employment with MannKind Corporation, effective September 29, 2017, in order to pursue his passion for oncology at another company. Quote: in order to pursue his passion for oncology at another company. reply: I do not know what there is to be passionate about in oncology.
That actually would be my oldest son as well, he is very passionate about his specialty, not so much from the clinical side but absolutely from the research side...he spent a year at NIH working with the very physicians that are in this documentary: clinicalcenter.nih.gov/ocmr/firstinhuman/index.html ...it is a very deep rooted and compassionate network of physicians when it comes to oncology especially with children. They are very very dedicated doctors, where they are far less concerned about the $$$ they will make compared to the progress they will make against the diseases. I can fully understand if that was truly Ray's motive. |
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Post by joeypotsandpans on Sept 11, 2017 14:20:35 GMT -5
I have had a script for two years, how many others do you think are in the same boat that have UHC/OPTUM or some other ignorant ins. co. as their insurer. I would say there are quite a few especially the ones that "supposedly didn't renew for other reasons" as some would have you believe. When the dam dam (from Chevy Chase Vegas Vacation, one of the best scenes in the movie btw) wall breaks lets see where the script numbers go. It's (my script) up for renewal btw, have my appt. scheduled....I want insulin (monomeric), my kidney's are not big fans of metformin maybe UHC/OPTUM would prefer to start paying for dialysis if they want me to use the metformin option....hey whatever happened to the Cali nurses on this board, Lynn and Coco...hope they're doing well |
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Post by joeypotsandpans on Sept 11, 2017 13:39:05 GMT -5
That would be great to get a label designation that no other Insulin has. But you can expect that the Big Pharma boys will lobby the FDA to try and prevent that from happening. This is a war and they are in it to destroy the little company MannKind. No one should know the FDA leanings in this matter until the decision is made (wishful thinking). That said, letters can obviously be sent in anticipation one way or the other by anyone (e.g. Skreli) I know we've all wanted to know for a while, and Mike clarified the requested changes during the last quarter call. This was a double edged sword since it gave anyone interested in writing a letter fodder for their lobbying efforts. We'll know soon enough. PWD can write letters too especially those that have had life changing experiences, same as Sam and the others did in person at the ADCOM, it was very compelling if you never saw it. That is why I posted this in the other (Dash Interesting) thread. Here it is in case you missed it: yesterday at 2:53am sportsrancho said: Some women on a diabetic form asked, can I drink and use Afrezza? Well just ask Laura K:-) The people I know personally on Afrezza either were or are under 18. Or smoke and use Afrezza. Or drink everyday. I don't know what was said because the video stops on me, but it's all a eye roller! ....Just try it, get a sample. It might make your whole life easier! You won't have to think about everything you put in your mouth! Camp with it. Keep it in your car. It doesn't go bad! Take it sitting at restaurant. No more hiding. Un-plug! Put a Dreamboat in your pocket:-) A unit is not the same as a unit. Take more. Don't make it so complicated. Kids pick it up right away because they don't over think it. "The new generation"!! Simple When you put it like that you know, you almost make it sound too good to be true. I was thinking the other day that an open letter to Scott Gottlieb detailing the history of what has taken place between the poorly set-up trials and CRL's that came about from his corrupt predecessor along with Sam possibly setting up something on his website with respect to validated testimonials from those that have been using it and how it has changed/improved their lives. It might just be considered when review of the label change takes place. Lord knows it couldn't hurt, rather may even be brought to light to the current admin. further reflecting the prior corrupt regime, they make talking to the Russians seem like a day in the park compared to the number of lives they have taken and continue to do so. Read more: mnkd.proboards.com/thread/8546/dash-interesting?page=1#ixzz4sOeRAJAsWhen you're in a war with the dark side, some truth and proven results in testimonials would be refreshing. I would hope that there were some already handed over when Mike and co. submitted but the open letter from those afflicted with the disease could have a decent wake up and smell the coffee effect |
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Post by joeypotsandpans on Sept 11, 2017 12:03:43 GMT -5
Interesting indeed, especially if one considers that Shrek played a role in MNKD and KBIO. He claimed making a ton shorting MNKD. He could stand to make a ton on another counter-strike manipulation play [LONG] against the remaining shorts, or so could any wise whale, not that Shrek is qualified as either wise or a whale, certainly not wisdom, but perhaps a wiseguy... At any time any whale should be able to easily see the potential of what's at stake here, obviously it would take one that understands what entity has kept the foot on the neck of the company to this point. However, a family member or close friend that discovers the merits of Afrezza and shares with that whale is what will be eye opening. It doesn't take much buying pressure currently to move the needle, that's why I remembered the KBIO situation whilst posing the short covering question on the most recent SA piece. I would expect it to be much more of a sustainable situation as opposed to the MS manipulative play with the aforementioned. I would prefer the current PharmD explaining/having that discussion with the whale as opposed to Matt P. (no offense Matt just prefer the knowledge of a PharmD coming from the best ever performing biotech company (AMGN) in history) |
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Post by joeypotsandpans on Sept 11, 2017 11:44:30 GMT -5
We are sitting on a rocket..$168 million dollar factory owned by mnkd exceeds the market cap... You do realize that the factory is security for the Deerfield loans so it cannot be sold until Deerfield is paid off don't you? In other words we have already spent the money. You do realize that Deerfield continues to work with restructuring covenants and terms and collateral can be financed to help restructure one's finances if the creditor is willing? They have shown/demonstrated they are willing to work with the company. So if Mike is pointing in that direction my bet would be he has already had discussions regarding same, especially if it improves the financial condition of the company improving the s/p of which Deerfield does hold a position. |
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Post by joeypotsandpans on Sept 11, 2017 11:14:19 GMT -5
Some women on a diabetic form asked, can I drink and use Afrezza? Well just ask Laura K:-) The people I know personally on Afrezza either were or are under 18. Or smoke and use Afrezza. Or drink everyday. I don't know what was said because the video stops on me, but it's all a eye roller! ....Just try it, get a sample. It might make your whole life easier! You won't have to think about everything you put in your mouth! Camp with it. Keep it in your car. It doesn't go bad! Take it sitting at restaurant. No more hiding. Un-plug! Put a Dreamboat in your pocket:-) A unit is not the same as a unit. Take more. Don't make it so complicated. Kids pick it up right away because they don't over think it. "The new generation"!! Simple I agree with everything said. I'm using Afrezza for 30 months tomorrow. A1C 5.2❤️❤️ Hi Hillsave, If you don't mind me asking, are you T1 or T2 and what was your A1C prior to using Afrezza also what were you using for prandial before switching to Afrezza? Thanks in advance |
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Post by joeypotsandpans on Sept 11, 2017 10:35:25 GMT -5
We have an FDA approved drug that needs a label change... superiority studies completed... money to reeducate doctors because of the initial label restrictions ... dtc advertising lots of time.. lots of money .. and after that it will take more time for docs to embrace the change that Afrezza represents .. we are in trouble .. and Matt being appointed CEO today concerns me a great deal .. Fast forward 20 mos. later and a lot of the above quoted factors seem to have gone away....I searched this thread as having been in RVW mode for awhile was curious as to if there were any KBIO references previously....when I read most of the comments on it and everyone talking about being happy with $5 pre-split made me think that would be equivalent to $25 post split....that would be a KBIO type squeeze at this point lol. The other reason I thought about it was the response I rec'd in the SA thread from Bobstert with reference to my question on why wouldn't the short position cover at 13 cents/sh. and then I remembered the Joe Campbell story within the following link for those that don't remember.... www.investopedia.com/articles/investing/112315/did-martin-shkreli-intentionally-burn-kalobios-shorts.asp ....not saying it's going to happen just funny looking back at what s/p would appease some and then the factors that Sweedee brought up and where we are today. Gotta love Mike C. |
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Post by joeypotsandpans on Sept 11, 2017 10:09:59 GMT -5
Evidentally, Mr. Market gave a big yawn to the news and is moving on to bigger an better things Best of luck Ray, thanks for your time and efforts, out with the old and in with the new as they say |
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Post by joeypotsandpans on Sept 10, 2017 21:22:23 GMT -5
Some women on a diabetic form asked, can I drink and use Afrezza? Well just ask Laura K:-) The people I know personally on Afrezza either were or are under 18. Or smoke and use Afrezza. Or drink everyday. I don't know what was said because the video stops on me, but it's all a eye roller! ... .Just try it, get a sample. It might make your whole life easier! You won't have to think about everything you put in your mouth! Camp with it. Keep it in your car. It doesn't go bad! Take it sitting at restaurant. No more hiding. Un-plug! Put a Dreamboat in your pocket:-) A unit is not the same as a unit. Take more. Don't make it so complicated. Kids pick it up right away because they don't over think it. "The new generation"!! Simple When you put it like that you know, you almost make it sound too good to be true. I was thinking the other day that an open letter to Scott Gottlieb detailing the history of what has taken place between the poorly set-up trials and CRL's that came about from his corrupt predecessor along with Sam possibly setting up something on his website with respect to validated testimonials from those that have been using it and how it has changed/improved their lives. It might just be considered when review of the label change takes place. Lord knows it couldn't hurt, rather may even be brought to light to the current admin. further reflecting the prior corrupt regime, they make talking to the Russians seem like a day in the park compared to the number of lives they have taken and continue to do so. |
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Post by joeypotsandpans on Sept 10, 2017 4:59:28 GMT -5
Evidently he took offense to the alter ego comment so I deleted the previously posted comment here, it will be edited without the alter ego comment and re-posted on SA Spencer is on this forum? Or you mean he took offense to it posted on sa? What did the comment say? It was deleted because it was inferred his usual minions were possibly alter egos....so that part was edited and it now sits in the comments section as comment from smokenmirrors. You should look at it with the responses that follow, the pennies that the clicks get are insignificant compared to the points that he gets called out on. As far as I'm concerned if you read the blog from the link I posted with regard to manipulation above in the thread, one can understand how the timing of his persistent innuendo's regarding the end of the runway for MNKD that he's been spouting on a regular basis for quite some time correlates with the article. It is evident that if a short position isn't closed out when it has little to no profit left, there is something very nefarious behind it, as is referred to in the same article. If you read the comments that follow the blog article from Hudson, you essentially see over 80 comments that concur how common the practice is, especially on smaller cap biotech stocks. In MNKD's case it has the blatant distinction of getting mislabeled by the FDA which with Hamburg and her husbands track record as seen in the other article regarding her protecting a bad label for Levaquin ended up profiting either directly or indirectly, in MNKD's case one of the biggest holdings in his hedge fund was NOVO which is the one that continues to buy off the insurance companies. In the case with Levaquin, his holdings in Johnson & Johnson as alleged in the article benefited for a period of time when the label didn't have the appropriate warnings causing much harm to the individuals using it. That is why those who have been following this story regard the upcoming FDA decision as a make or break vindication of essentially repealing the mark she left on it. Those are just two examples of her conflict of interest with holdings that they had interest in. The suit with Levaquin actually had them facing RICO: Larry Klayman, an attorney who developed a reputation for cases with a political aspect, filed the suit on behalf of Levaquin users, arguing the FDA failed to aggressively and accurately label Levaquin, while Hamburg and Brown benefited. He said Hamburg’s “husband profited enormously from as much as half a billion dollars in Johnson & Johnson stock.” He added that, while patients developed medical conditions from the drug, the couple “reaped large financial gains.” “The entire sad episode is an example of how some in private industry are alleged to conspire and act with Washington, D.C. public officials to greedily line their own pockets,” Klayman said. Here's more: www.federalcharges.com/news/2016-04-25-former-fda-commissioner-named-in-massive-conspiracy-and-rackeetering-lawsuit/Lastly the chart of his hedge funds holdings as of 3/31/2015 (in poison pill link that I posted), the one that glaringly stands out the most and makes the J&J holdings pale in comparison is the outrageous size of the NOVO holdings....a 10 yr. old could put this one together, it can't be any more blatant and their hubris while with complete disregard for life is beyond criminal especially with the trust she was given in her position. She was about as hypocritical to the hippocratic oath as one could get (I am assuming she took it at Harvard Medical School) ....also in the article from the link just above "federal charges" there was this: Another interesting aspect in the lawsuit is that Hamburg bribed her way into into her FDA commissioner role because she made financial contributions to Hillary Clinton and Barack Obama....ok let's not get political but the whole thing is part of a huge cesspool, speaking of which let's get back to the original topic of SA & SO Now should I tell you how I really feel |
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www.youtube.com/watch?v=k3TEe5Dh7Zg
. Some take an investment and buy and hold, some trade, and some do both and some that find a picture is worth a thousand words or as I mentioned in another thread with the pics of the person in range on a regular basis using Afrezza, a picture may help save millions of lives. Perspective vs. reality and possibly both at the same time...in MNKD's particular case some may find TA fascinating with regards to how it trades over a long term basis and using the charts as a smoothing mechanism pre & post split on a visual basis. Speaking of smoothing mechanisms what I was watching yesterday was that we were trading up to and "negotiating/testing" the 200 day EMA at the $2.20 area....the exponential moving avg. is used by some as more indicative of recent price trend action as it is more weighted to recent moves, again goes back to everyone is looking at different things from their own perspectives 
