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Post by kc on Feb 1, 2017 16:54:00 GMT -5
Chuck commented on my golden years and going "all in" You made me giggle with your sensitive description of my age. How did you figured this out that I am and old fart of 71. You must be good at math. I am all in with the amount of money my wife "allows"me to play with. I was in 20 different stock and now I am in one. Let's talk about math and logic. Affrezza and cancer is a total nonsense created by corrupted FDA which works the same way Standart &Poors, Moody's and A.M. Best were working for Banks and wall street firms and AIG till the last minutes before 2008 catastrophe. Here is the the trouth about anty smoking hysteria which is directly applied to the Afrezza label. By the way this label is total scandal and should be dismissed and disregard and I am sure that at least 50% of doctors are intelligent enough to see why FDA put there under influence of big farma and M. Skherli. 80% of people today dying from lung cancer are not smokers. The remaining 20% were smokers but we do not know if smoking caused the cancer. As you noticed I lived in Poland till I was 35 and never met anybody who even knew anybody with lung cancer. In Poland between 1945 till 1979 when I lived there almost every man was a smoker of a pack or more a day. But let's do the math; typical room 10m long, 5m wide and 3m high. 10x5x3=150m cubic. 1m cubic has 100x100x100=1.000,000 cm cubic. If you puff a cigarette that could be about 3cm cubic of "deadly toxins" in your mouth which you inhale and then exhale less than half of it bc lungs are like sponge. So if second hand smoking can shorten my life by 10 y - one puff should kill me instantly!!!! This take care of a label. You "smoke" afrezza only one or maybe two puffs before a meal for gods sake…..!!!!! And is a human hormon not a txic smoke. The best part of the link to the history of FETCO
Even though I was only at FETCO for three or so years I brought them into the 21st century. I helped them retain their only real customer, Starbucks, with a leap forward in professional support. The leap made FETCO a modern equipment supplier with national support. Other customers released their reservations and started buying in ever larger numbers. FETCO didn't appear to be a back woods company anymore. Sales even purchased a real booth for trade shows giving up the table and skirts. And a huge copier was purchased for publishing. I even introduced them to and lobbied for the hire of the current head of Sales Carolyn Mork. I knew Carolyn from her time at American Metal Ware and believed she was the missing link to unprecedented sales success. It was a hard sell to her. FETCO had a reputation. Without the changes I made, she would not have considered the move. When she accepted, I felt Fetco's success was cast in stone. She helped me get onto the Technical Standards Committee of the Specialty Coffee Association of America (SCAA). Then the promise to become FETCO owner in some fashion was withdrawn. They had half a dozen computers, double the sales force, a web site, wall to wall documentation, and a new service manager I hired, when I left as Director of Equipment and Training. The new and first director of Marketing and I left to form my company, BMG Holdings LLC
Read the bold Print above and pretend we are talking about MannKind January 2016. Think about the distance we have traveled since that time. The Key personal that have been hired. All the steps to get the FDA changed back to MannKind, then the building of a sales team even knowing it was a rented sales team. The steps taken to get onto various formulary plans., potential label changes in the future, Now a real MannKind sales team moving forward in February 2017. We have traveled a long and winding road with a Management team that started with nothing 12 months earlier. Thanks to Intrinsicbullish for grounding and reaffirming my views in MannKind.
We don't know what his role was in FETCO but his comments led us to the story of a startup bootstrapped company which is exactly what MannKind is today. A startup Pharma company. We will survive.
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Post by kc on Feb 1, 2017 13:36:00 GMT -5
Big imbalance on the Level II bid / ask today. would not surprise me to see a big hidden now EOD number at the close.
somebody trying to buy 202,000 share at .68 39,600 at .69
Forces trying to buy below the market.
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Post by kc on Feb 1, 2017 11:06:40 GMT -5
Just a friendly FYI - a few paragraph breaks would make your post easier on the eyes.  I was thinking the same thing. he could go back and edit it quickly.
But when you read his message its a good one. So please take the time to read it. His last line was the best one regarding his plans on when to sell his MannKind shares.
". Buy as much as you can and never sell anything to the shorting scum. In case of MNKD I am planning to sell when it hits $50.00"
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Post by kc on Feb 1, 2017 11:04:06 GMT -5
Ron I think is the in house attorney? perhaps not?
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Post by kc on Feb 1, 2017 10:21:02 GMT -5
As expected nothing new since the JPMorgan conference. No buyout, no partners, no R/S. but why release the stock vesting schedules today ahead of the call. This could have been done 6 months ago? Needed be on record as if the company is purchased by another company then the options to buy the shares vesting become AUTOMATIC at closing of the sale. Maybe there is nothing more than dealing with the regulator issues of reporting or there is something brewing. Who knows? Only Matt and the Board. |
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Post by kc on Feb 1, 2017 10:10:55 GMT -5
Looks to me like it's just the documentation from officers getting their stock options back in May, 1016. But why file them today? They could have been filed six months ago? There is a reason. If the company is sold they get AUTOMATIC vesting of their options. Something is up. BLOOD IN THE WATER. The vesting schedule is over 36 months but if the company is sold its AUTOMATIC upon closing of the deal.
Why were there no filings for Matt & Mike?
Filing shannon james samuel 02/01/17
nordhoff henry l 02/01/17
maccallum david 02/01/17
kresa kent 02/01/17
friedman michael a 02/01/17
consiglio ronald j 02/01/17
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Post by kc on Jan 31, 2017 21:02:34 GMT -5
I have a bottle of 25 year old scotch to crack open the moment we go over $1.00 again. Get me to $10.00 then we really have a big celebration.
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Post by kc on Jan 31, 2017 20:48:39 GMT -5
I have never been censored a single time on this site. The moderators have always been fair and balanced. Actually they are the hardest working and most under paid moderators covering Mannkind. No issue from this frequent poster. J
one final thought is they lock this thread down. Enough said.
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Post by kc on Jan 31, 2017 18:02:16 GMT -5
an article in today's New York times.
Drug Makers Accused of Fixing Prices on Insulin
www.nytimes.com/2017/01/30/health/drugmakers-lawsuit-insulin-drugs.html
A lawsuit filed Monday accused three makers of insulin of conspiring to drive up the prices of their lifesaving drugs, harming patients who were being asked to pay for a growing share of their drug bills.
The price of insulin has skyrocketed in recent years, with the three manufacturers — Sanofi, Novo Nordisk and Eli Lilly — raising the list prices of their products in near lock step, prompting outcry from patient groups and doctors who have pointed out that the rising prices appear to have little to do with increased production costs.
I wish that MannKind had the guts to really price Afrezza at 50% of the market price to get some volume sales. Or just do that for the Medicare, Medicaid, Tri-Care markets. We need to get Afrezza known by the Diabetic community. Reading the article its heartbreaking what diabetics have to deal with to get life saving insulin at a fair or reasonable price.
I wish the price would be lowered as to make it available to everyone.... Because the price of any insulin is so high many part D plans have lowered ALL insulin to tier 3 and tier 4... and only cover certain insulins.... some part D insurers cover humolog....... some cover novolog.... but usually not both ... and as far as I can see there are only a couple of part D insurers who cover Afrezza... Afrezza is still more expensive than any other insulin on the market and genetic or biosimilar insulins will be coming... the cost of insulin has skyrocketed in the past year.. Even though our seniors have paid into medicare all of their lives in the hope and trust that they would be cared for in their old age... they have ended up having to buy supplement insurances which amounts to aprox. 300$ per person per month(which will go up).... and a senior with type 1 diabetes pays out aprox 2 to 300$ a month for insulin not to mention their other meds... Even though seniors have saved money all of their lives for reitirement .... with the cost of insurance supplements and medicines, not to mention the large increases in cost of living.... it doesn't leave them very much to live a quality life... Is it ethical?? I don't think it is.... Even a modest decrease in price would help patients be able to afford it... I would think that this would not only help patients but also the company.
I don't believe that the very best care is readily available to most seniors on medicare .. and to me that is sad.. We will all be seniors some day...
When you read the counts or pleadings on the Class action suit you will see that many diabetics have the Medicare issue of the high cost putting them in the DONUT HOLE situation. Which I learned in the last 12 months of working with my elderly parents is very expensive. Once they go over $3,000 per year in cost then the next $1,800 is completely on the person on Medicare. If a husband and wife are on limited funds they the have to decide to skip meal or whatever it takes. Some take partial dosages of meds go without. If you get the time to read they lawsuit you will see what plaintiffs attorneys are pushing. This will be a very interesting case to watch as the impact is not only diabetes but all insured patients paying the high cost of drugs in the same class where they have raised the prices together in collusion with each other. True anti-trust violations, violations of the RICO act too. |
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Post by kc on Jan 31, 2017 16:07:55 GMT -5
It was a race to the finish line but the EOD total at 16:00:00 was at a high point for perhaps the last 6 months. The Closing of 284,057 share are normally shares that are purchased at AVG points during the day for a Dark Pool or a TUTE. I call them collection shares. You normally see them at the opening bell and Closing bell. Who is buying them? nobody knows. Perhaps multiple parties. So what does it mean? nothing that you or I can figure out. But always good to see a big number if the shares close up.
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Post by kc on Jan 31, 2017 5:14:08 GMT -5
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Post by kc on Jan 30, 2017 18:13:36 GMT -5
Much as I would welcome that, I believe Phillip Frost of OPCO owns a small inhaled platform located in Israel. Dr. Frost is or was on the TEVA Board, so my bet would be that is the tie in. I would prefer to lose this bet. Teva, .....Israel.....
Teva could take over the fast acting insulin market with afrezza.
Teva, other inhaler uses? 
I like TEVA too. but I guess they don't like MannKind. I wrote this statement last January (2016) in a TEVA thread about how they could capture the Insulin market. Teva buy's MannKind and sells branded Afrezza and then sells generic Lantus for the injection side of the business. It's a knockout punch. Teva also knows the WORLD market and how to sell and market drugs. But I guess that the Board of Directors of both companies didn't take my thread seriously.
Jan 2016 posting:
Seems that big Pharma really has a monopoly on product and pricing. It would be great to underprice them and deliver a better product. We got screwed by Sanofi. They knew that the could kill Afrezza by over pricing the product in the market. MannKind needs to find a way to get back into the market with a good company and a distribution network and sell it as cheaply as the can. perhaps even pricing if the can close to generic pens. Put the pressure on the big boys. I hope they figure how to get engaged with a company that understands that market. Like Teva or Perigo. There are others in that space. Mannkind can't go it alone. They have to be part of something bigger to survive at this point. The Company needs to be sold. Sadly if it does not get sold than we all lose our investment. So hopefully smarter people are working hard to get a Teva interested. It would be great to have a named brand product Afrezza priced close to what a Generic pen sells for to the consumer. It won't happen unless they take the lumps and make a deal with somebody quickly.
Read more: mnkd.proboards.com/thread/4722/teva#ixzz4XHw6EfQY
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Post by kc on Jan 30, 2017 16:23:42 GMT -5
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Post by kc on Jan 30, 2017 16:05:57 GMT -5
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Post by kc on Jan 30, 2017 15:40:28 GMT -5
The last couple of days I heard advertising for Takeda. It was not for their diabetes drugs but still advertising where they had not before. the ad's were more of a marketing approach. I think it was either on Fox News or CNBC.
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