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Post by dreamboatcruise on May 16, 2018 16:08:09 GMT -5
You know it was no coincidence. Just tiring - orchestrated and obnoxious. Nothing will stop it - just freedom of speech, no matter how ignorant or arrogant some of us find it. IMO, it would help to have someone on the 'bull' side of things respond to these constant daggers. At least, someone on the opposite side or more in the middle would certainly be refreshing. Who knows, maybe that will happen soon. If you're even a marginally good writer I don't think it takes that much to get something "published" on SA... though likely needing to be an argument for Mannkind rather than simply a personal attack against one of their existing "writers". If someone were to create a script growth model, similar to SO, but with a much more aggressive ramp from here and the data actually matches that model going forward... I bet you'd quickly become the go to SA expert on MNKD. Nothing garners attention like success.
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Post by dreamboatcruise on May 16, 2018 15:55:22 GMT -5
Any talk about when they anticipate to break even or ex US revenue? Brazil is most advanced in international pipeline. They've said possibly approved before end of year but likely very early next year.
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Post by dreamboatcruise on May 16, 2018 15:52:57 GMT -5
Kendal is as good as we hoped. The ADA is requesting mtgs with him, not the other way around. There is zero chance mnkd will die. Smart shorts might as well cover and move on. I'm not ready to buy more shares because they still need to raise money. But I might buy more once the financial picture improves. Your last line is almost countering your previous. You seem to be saying there is still at least reasonable chance price goes down further. When lots of short covering will happen is likely when the prospect of further dilution is behind us. I've nibbled a bit recently buying shares below $2, but like you unlikely to dive in again until scope of additional dilution is more predictable.
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Post by dreamboatcruise on May 16, 2018 15:38:40 GMT -5
Super meeting where Dr K said he has found “veins of gold” in the data. Lots of good stuff happening with more to follow... Hopefully he didn't say he is embarrassed by how much gold there is... sometimes MNKD management has gotten flustered by all the potential
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Post by dreamboatcruise on May 16, 2018 14:28:26 GMT -5
It was not published in the past but I am sure you always bring some folks with you. They are probably not in SR. MGMT rolls. Though the lead person on Trulicity I would think would be a Director level position... though different industries do use different hierarchy naming for management.
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Post by dreamboatcruise on May 16, 2018 13:57:46 GMT -5
Did everything on the agenda pass?
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Post by dreamboatcruise on May 16, 2018 12:18:14 GMT -5
I guess if I were a MNKD blogger trying to attract clicks, whichever position being taken on MNKD, it would make sense to piggyback on the ASM as people likely searching for info. So no, doesn't seem like mere coincidence.
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Post by dreamboatcruise on May 16, 2018 12:04:33 GMT -5
FYI, a fair amount of them are...and believe wholeheartedly in the product they are selling. It flies in the face of those that question their (the sales force) commitment and longevity with the company. If that's true, then Mannkind should boast about it. The more I think about it, the more appealing I find the idea of diabetics selling to diabetics. Mannkind going out of its way to find diabetic sales reps and management candidates would make for a worthy promotion that could also boost the drug's presence in the diabetic community. Granted there may be some doctors that have diabetes, but pharma reps don't actually sell to the patients. Actually they are less sales reps than marketing reps.
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Post by dreamboatcruise on May 14, 2018 9:18:08 GMT -5
"Is MNKD going to sell off Afrezza?"...IMO, this isn't a consideration at all considering management has said they are going alone, are obtaining independent international partnerships and have stated they want to build value before any such consideration. They have recently increased insurance coverage for Afrezza. Additionally, we are currently five weeks prior to the STAT study results being announced at the ADA and the subsequent response becomes known. Mike has said doctors aren't going to believe the results so this could get interesting quickly. I choose to take management at their word and actions and suggest the answer is, no way. Just to play the other side...what you have pointed out makes Afrezza that much more attractive to a suitor, no? Increased partnerships, increased insurance coverage, STAT study results, etc. makes it more attractive then last year at this time. Increased insurance coverage, to the extent there is, would be beneficial certainly. International licensing partnerships, however, would discourage some large pharmas that would want rights to be theirs world wide.
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Post by dreamboatcruise on May 14, 2018 9:13:13 GMT -5
Once the STAT study results are released and Dr. Kendall can share with his peers how fast Afrezza works and more importantly, why it should immediately become the standard of care, industry leaders should finally start taking notice of the huge difference between Afrezza and all other options. Speed of action has been right there in the label since Fall.
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Post by dreamboatcruise on May 14, 2018 8:48:33 GMT -5
There is no proof that an a1c of 5 is better than an a1c of 6. I'm not sure there is proof that a TIR of 90% is better than 70%. Everyone agrees that severe lows are very bad. This could be the most important thing to measure and the biggest advantage of afrezza. The link provided at bottom of first post is relatively new data showing post prandial BG spikes are a risk factor for cardiovascular disease separable from A1c. It's not directly in terms of TIR, but if one avoids severe lows due to obvious risk and minimizes spikes... that's improved TIR.
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Post by dreamboatcruise on May 14, 2018 8:41:44 GMT -5
There is no proof that an a1c of 5 is better than an a1c of 6. I'm not sure there is proof that a TIR of 90% is better than 70%. Everyone agrees that severe lows are very bad. This could be the most important thing to measure and the biggest advantage of afrezza. 5.6 is non diabetic and 5.7 is pre diabetic. The proof is..... with a 5.6 A1c, 90% TIR, and no severe lows, means YOU DON’T HAVE DIABETES!! How’s that for proof? Nothing other than Afrezza can accomplish this, I’ve seen it! If you're taking insulin to achieve those numbers... doctors still call that diabetes. 5.6 is great, but Afrezza isn't a cure. Just the next best thing.
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Post by dreamboatcruise on May 12, 2018 21:11:42 GMT -5
Why are we always trying to make this more difficult than it is? DIabetes use to be difficult but no more. DBC you say "One person's opinion but definitely seems to be saying the type of TIR we've seen in social media with Afrezza would require lifestyle changes that those on RAAs would find difficult to do." The lifestyle change is use the CGM and take afrezza. Sounds pretty easy to me. As Al Mann said afrezza really does make things that easy. I know guys like Richard Bernstein did not believe Al and got into a few discussions with Al that afrezza could not be that easy but after 3 years of clinical experience Al was right and Bernstein was wrong. If you were a doctor and saw every patient with diabetes, I guess everything would be great for MNKD. Sadly it's a huge group of people whose views need to be changed... a meaningful portion of the medical community that treats PWDs. Just saying Al Mann believed it isn't enough. Most wouldn't even know who he was I'm sure. I know no doc I've talked to about Afrezza and MNKD knew who he was until I explained it.
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Post by dreamboatcruise on May 12, 2018 21:01:08 GMT -5
I cannot see him going anywhere because at this point I suspect he is fascinated to see if he can call this correctly. You bet he is! But he’s also smart enough to get ahead of things, get around them, and that’s where his readers and his followers will end up being very surprised. My opinion is that he will end up on the positive side of the story as the story changes. And I hope nobody forgets as this all plays out...#natewassoright😎 Well, if he uses his models, recognizes a change in trajectory and calls a good entry point for investors before MNKD has a sustained recovery... I agree with you we shouldn't forget this because that would make him pretty darn good... better than Nate by far on MNKD... IF he has that change at the right time by looking at the realities. Good investing isn't being noble while losing money... and not only losing money, but losing it while the rest of the market has soared. #natewassoright about some things but it's possible there will be someone else that will have given much more lucrative advice by the time this is over. If SO gets MNKD right, I may start following him for other advice.
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Post by dreamboatcruise on May 12, 2018 20:51:18 GMT -5
Dilution in that three years, if everything is counted including warrants, debt conversion rights, etc. has basically equaled that 51% and MNKD got (will get) far, far less than $500M. So you may have laughed at it, but if one is objective it looks pretty darn good in hindsight. Yes, it was giving up control, but what that would have meant one can never know... perhaps we would have gotten Mike on board even sooner. At that time the Mann Group had controlling interest. Its not clear to me who does today but what I do know is given the 51% it allowed them to take the company private and there would be no Mannkind today. The deal looks worse today than it did then as we now know the FUD was FUD with 3 years of clinical results. Plus, Dr. Kendall has the lost studies in hand and has joined the team. If they had wanted to take it private they would have simply made a bid for the entire thing. As for clinical trial data, other than one larger clamp study that basically reiterated a prior clamp study there hasn't been any. You may have been confused by FUD back then but many of us believed then the same thing that we believe now about Afrezza's effectiveness. But the bottom line is we've ended up with far less money while giving away half the company the way it was done over those 3 years.
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