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Post by dreamboatcruise on Apr 25, 2018 17:57:52 GMT -5
Folklore has it Mike found the lost studies and was referred to Dr. Kendall to review. Dr. Kendall's response was Holy S*** do you know what you have here? Mike asked if he would like to help and the rest is history. I can't swear the above is completely factual buts its probably pretty close. "We’ll then leverage our robust, existing research data set. More than 60 studies have been executed with Technosphere and Afrezza, and execute a comprehensive scientific disclosure plan to share data that can help inform the clinical and patient communities on meal-time insulin control with Afrezza." Folklore has it Dr. Kendall once wrestled a grizzly bear with one hand tied behind his back while dictating an abstract for an ADA presentation. That one is just too crazy to not be true
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Post by dreamboatcruise on Apr 25, 2018 16:39:39 GMT -5
Will be interesting if we pick up any analyst coverage this year. I would assume we wouldn't get any new ones unless it were a buy rating. Wonder if anyone is following MNKD unofficially waiting for something to fall into place to give them confidence to say "buy". Will Q1 financials make guidance look probable or out of reach... or something in between.
Just random musings.
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Post by dreamboatcruise on Apr 25, 2018 14:17:08 GMT -5
mango - "I accidentally bought more shares this morning." How do you accidentally buy more shares? And was it at $1.85? WARNING WARNING : STAY AWAY I figure a slow steady climb till June ADA ... unless the rats ... ahhh ... shorts try to escape too early. I had a May option straddle where I sold the calls when we were last just above $3. Just sold the puts of that yesterday... so that means will have a decline through May expiration. Then I'd predict a rise into ADA. [Caveat: my predicting power is likely barely better than MK]
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Post by dreamboatcruise on Apr 25, 2018 13:53:16 GMT -5
Michael has been CEO for MannKind for almost a year. He has a sales force of 40-100 (conflicting reports) and only has increased scripts by 1-2 a week... David Kendall better bring his A game. I was disappointed to see MNKD rising less than 2% after good news from the FDA. The Market has lost faith... I don't think that the market has necessarily lost face, but rather was that the news was just housekeeping and the market was aware of that. I did think the price would spike though because it would be pumped as good news (that comment is not directed at anyone on this board but rather at the professional market manipulators) to off-load stock bought in the last couple of weeks. As it is they probably made 8 to 10% profit for two weeks work but I think they had expected more. Aged... don't be dissing the amateur pumpers here. If pumping were an olympic sport I think we'd have some medalists
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Post by dreamboatcruise on Apr 25, 2018 12:14:44 GMT -5
Perhaps that "final piece" is somebody who will educate the medical industry. I've received a number of emails from shareholders who have spoken to doctors who told them that they wanted to hold off prescribing Afrezza until more was known about it. Not "until it's popular" or "until there's better coverage" or "until they lower the price".
They want to know more. I think Dr. Kendall has exactly the right qualification to give physicians a LOT of information that the diabetes treatment industry will take seriously.
Once he begins, I believe Dr. Kendall will keep the science of Afrezza out in front of the medical community from here on out. My opinion is that Dr. Kendall was shocked to find that there were more than 60 studies that had been completed for Afrezza but never publicized. I am excited to see how he is going to utilize all of that data to inform the medical community. Hopefully it's at least half as successful as informing the proboards community. These missing studies are almost all I think about these days
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Post by dreamboatcruise on Apr 25, 2018 12:08:54 GMT -5
boy I hate to read but I enjoyed that novel thanks central The funny thing is that I’m not the best writer. It takes me a long time to write something. But it was important to try and convey what a great asset David Kendall will be to our company. But, now that you've taken the time, it will be a simple change of name edit for the next Chief Medical Officer Sorry, that's me being awful. I do think he was a good hire.
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Post by dreamboatcruise on Apr 25, 2018 12:00:17 GMT -5
[ There is a whole lot less risk in my game plan then yours. Expect about tAt least two dilutions during he warrant redemption if the stock price does not clear three and some change C'mon, Dennis, the only risk in your game plan is if the stock goes up! We've been living with that horrible risk hanging over our heads for so long it almost seems like we're hoping for it just to kill the suspense. Let's rip the bandaid off and go to $40.
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Post by dreamboatcruise on Apr 25, 2018 11:54:46 GMT -5
11.973% paid by Fidelity this morning, down again, but more of my shares lent out this morning. Go figure. You called them, didn't you? You probably have a way with words and have someone working for you in loan dept now. Actually, that's what I'm guessing really happened. I think they do try to please clients that bother to call in. Previously I got shares that were sitting un-loaned back out by calling and flirting with the loan staff... actually more like crying. "Please, we'll get your shares loaned out, just don't call us again!" if I remember correctly
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Post by dreamboatcruise on Apr 25, 2018 11:47:32 GMT -5
All joking aside, You would expect Lilly to be there, But don't see a booth for them and there are VERY few booths still available/open. Actually I only see 10x10s left available/open, there are a few open booths that are next to each other that could most likely be merged together to make a 20x20 booth, but not much larger. Case closed. This year we're being bought by Lilly. Sorry, hard not to joke about buyout rumors. We've been doing it so long we'll really be surprised if it ever happens
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Post by dreamboatcruise on Apr 25, 2018 11:33:06 GMT -5
Digger, you are digging at the wrong person. I know what a bronchospasm is. It can be uncomfortable, the force of the continuing cough until your bronchial settles down. However we are not talking a neonate here that would get a nebulization. Also you are digging at the wrong individual because you should see what life treating warnings are on the other drugs. They make a bronchospasm, a cough where the bronchiols are spasming look mild. Ever smoke anything digger? the results are pretty much across the board, the first time you inhale. That wasn't my point. I was just noting that the web designer just altered the presentation of the black box to orange highlighting -- kind of like choosing your poison. As Netflix says, "Orange is the new Black".
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Post by dreamboatcruise on Apr 25, 2018 11:26:39 GMT -5
Don't we get bought out by at least a few companies leading up to ADA conference each year? Prospects keep getting better and the list of prospective companies broadens. I guess any company that doesn't (or does) have a booth might be a prospect Does Apple have a booth?
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Post by dreamboatcruise on Apr 25, 2018 11:24:35 GMT -5
Nope, Mike had said: "Brazil is on track. We've been having positive interactions with our partner and we expect to be able to launch there as earliest as Q1 2019. Additionally, we have a fine term sheet for a large market outside the U.S. and we're in the process of finalizing a second term sheet. One of both is we hope to announce in the first of this year, but as you know, these things take time. Someone on these boards that listened to the call said that it was a bit garbled, but the fine should have been signed. SA never got the memo I guess Which makes sense. While fine may be grammatically correct, who talks like that? I think the term sheet was embroidered on silk, surely Perhaps they're drafting the final agreement in the same medium, thus causing the delay... or Amphastar is taking the full time to review (wild rumor mongering on my part)
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Post by dreamboatcruise on Apr 25, 2018 11:17:35 GMT -5
Don't we get bought out by at least a few companies leading up to ADA conference each year?
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Post by dreamboatcruise on Apr 25, 2018 11:14:46 GMT -5
Wow, I missed a lot of sound and fury this morning. When I read the news I nearly had a bronchospasm
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Post by dreamboatcruise on Apr 24, 2018 13:27:15 GMT -5
“...until RLS has an approved drug, and that is likely at least 6-8 years away because of the time required for clinical trials and the FDA approval process, and then only if the RLS drug is a commercial success.” Since when do states need FDA approval to sell medical marijuana??? Over half of the US states are selling medical marijuana that has not been FDA approved. Are Marinol and Syndros sold through "medical marijuana" distribution system in any state? It may be that the pure THC that is first application of Technosphere by RLS wouldn't fall under the allowances for medical marijuana. Not to mention a company that is aiming to have a drug available through normal prescription/pharmacy route may not wish to get involved in the quasi-legal "medical marijuana" trade that makes even things like banking difficult because of federal regulations.
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