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Post by dreamboatcruise on Mar 17, 2018 16:19:35 GMT -5
Seems to be really hard for "investors" to jump into MNKD ... because there are so few shares available. So we're suffering from too much investor demand that can't be met by those wishing to sell? Interesting concept given the falling share price.
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Post by dreamboatcruise on Mar 16, 2018 13:49:41 GMT -5
Waiting to burn. Will tomorrow's script count light it up? Even if it had been a relatively good script number, one week isn't going to convince investors to jump into MNKD. Need to see a sustained growth trend at much faster rate.
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Post by dreamboatcruise on Mar 14, 2018 20:00:54 GMT -5
This post is already too long. So I will close with this. I have been perplexed as to why someone like myself (I am not a genius) along with all of the other longs and current Afrezza users can understand the life changing potential of Afrezza, but so few others seem to. Is it possible that some company or someone with a great deal of financial resources will also recognize this potential and invest in a big way to finally help Afrezza succeed? Why hasn’t an Elon Musk or a Bill Gates stepped up? I find this fascinating but do not have an answer. First, they likely are not aware of Afrezza and given their status their attention is in very high demand. Even if they were aware there is the issue of whether they would think it would be a good investment, and over a time frame that matches their investment horizon. Even if one were to buy the science, there is the question of whether the past few years has shown that the business environment simply isn't open to another insulin. We longs believe the payer hurdles can be overcome, but that takes some faith that eventually the medical industry will do the "right" thing. Not everyone would likely buy into that thesis. There are tons of investment funds that invest in speculative plays in the stock market. If it were so obvious of a good play to a Musk or a Gates, our share price would be much higher already and we likely wouldn't even need them. Those type investors typically view companies before they go public as where the great investments lie. Though I certainly don't claim to have all the answers... merely speculation.
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Post by dreamboatcruise on Mar 13, 2018 20:13:02 GMT -5
It goes without saying that Mannkind always does things in the best way possible It goes without saying that to some people (chronic complainers) MannKind always does things in the worst way possible. To be fair, I did complain about 1 thing management did, so I can't say I've never done it.
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Post by dreamboatcruise on Mar 13, 2018 19:37:42 GMT -5
"As for the Mann Group, nobody knows what their motivations are at this point" Actions speak loader than words. Could the terms to postpone and restructure their loan have been any better? I think not... We go on and stock is going higher. It goes without saying that Mannkind always does things in the best way possible
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Post by dreamboatcruise on Mar 13, 2018 17:53:45 GMT -5
Dr. Kendall served as Chief Scientific and Medical Officer at the American Diabetes Association, where he was responsible for all medical affairs, medical education, research, outcomes, and medical policy activities. “MannKind welcomes the opportunity to share the results of this collaborative clinical trial and looks forward to pursuing additional analyses to assess the clinical use of Afrezza therapy for mealtime glucose control,” stated David Kendall, MD, Chief Medical Officer of MannKind Corporation. “We believe that the STAT Study results will offer important insights into ways that individuals with diabetes can potentially improve their experience and outcomes by using mealtime inhaled insulin ’in the moment.‘ Our long-term goal is to establish inhaled human insulin as both a useful option and a potential treatment of choice for those individuals with diabetes requiring mealtime glucose control.” *Afrezza, (insulin human) In the moment. Not a big fan of the word potentially. After the STAT study I was hoping it is or it isn't. I'm assuming he is referring to those individuals with respiratory issues that may be unable to use Afrezza. I know knit picking but it would be nice to say it improves experiences and outcomes period. It is the disclaimer that all pharma companies couch things in because of FDA. Benefits are never absolute. A study where 59 out of 60 people had better outcomes would still warrant a "potentially". Not to mention for Afrezza it can't be used for a smoker/COPD, therefore for an individual with diabetes it is only potentially that they should even use Afrezza. It's not carelessness or lack of ability, it's simply the language that must be used in this highly regulated industry.
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Post by dreamboatcruise on Mar 13, 2018 11:09:22 GMT -5
Does it irritate anyone else that a Company that is financially struggling a bit and having a little trouble gaining better insurance coverage and visibility in the marketplace with their amazing drug that will change the way Diabetes is treated; has to wait an additional 6 months to be able to present their study at the ADA? Wouldn't you think the ADA would want this information to get out to the marketplace as quickly as possible to potentially save more lives rather than force MNKD to wait an additional 6 months just to have the honor of presenting the material at the convention. Does the ADA care more about forcing only presentations that have never been published in an effort to reap the financial benefit of selling more tickets to the event? So, 6 months more of dilution and 6 months more of physicians not getting this knowledge and 6 months longer of low visibility of Afrezza and 6 months longer of weak insurance coverage just to sell a few more tickets to the convention. What am I not understanding about this? Thx. Likely for a majority of studies being presented there, the authors would consider that they have done something that is useful to advancing medicine and/or helping patients. It would be hard to have the policy at all and then get into handing out waivers because more expedient release of the information would be deemed helpful to health in some way. I'm sure in the ADA leadership's minds, assuring a successful conference is of importance to patients, and the rule about not allowing previously published info important to that end. Yes, it would be nice if the results got presented earlier and if MNKD had conducted the trials themselves they would have had the freedom to release and publish/present elsewhere. Maybe MNKD has freedom to present this info to insurers under terms of confidentiality.
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Post by dreamboatcruise on Mar 12, 2018 17:07:57 GMT -5
Too many words. Too many words. Can someone sum it up for me? Is this another mini round of dilution? How long is our runway now? This means the Mann Foundation is still helping us, right? If one assumes we'll be over $4 by 2021 and that therefore the Mann Group will convert at $4, this would amount to a total of 23 million shares. That amounts to approximately 19% additional shares, which is a rather large amount comparatively speaking rather than "mini". It also raises no cash. That will also need to be done soon to extend the runway. At this rate it would not at all surprise me to see 200 million outstanding shares to get us to profitability.
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Post by dreamboatcruise on Mar 8, 2018 17:01:38 GMT -5
It feels like, to me, their "partnership" was designed to kill off Mnkd. Their efforts were effortless. Bad faith. I get the spirit of your question. I personally concur that they were very conservative based on the risk map of coverage, history of inhaled insulin and the heavily burdened label. Outright sabotage, hmmm, uhhh, not sure but this has been beaten to death in the past. The deal could have been better perhaps and maybe we should poke at that to inform future deals. After all, good agreements make long friends. Deal should have allowed SNY to pull out earlier. Forcing them to stay in a minimum time just wasted valuable time and spread the perception that Afrezza was failure. MNKD should also have been smart enough to raise capital while we still had multi-billion market cap. Then a quick SNY exit would have allowed MNKD to jump in much sooner and get going with necessary trials needed for payer/provider acceptance.
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Post by dreamboatcruise on Mar 8, 2018 16:52:58 GMT -5
What's the old cliche... "What's the quickest way to become a millionaire?... Invest $10 million in MNKD." Sorry... joke, not bashing. Hopefully the days of losing money are behind us.
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Post by dreamboatcruise on Mar 8, 2018 12:29:27 GMT -5
Would seem useful in the setting of initial training in the doctors office. I wonder if you have to have to use a full cartridge to have it function properly, or if the patient can do so repeatedly with no cartridge or an empty one until they get the inhale correct.
I also wonder how many patients would choose to have their dreamboat become so much bulkier simply to avoid the need to tap a couple of buttons in their tracking app to log a dose.
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Post by dreamboatcruise on Mar 6, 2018 12:16:23 GMT -5
seanismorris... Just because they changed the way you access maps to me doesn't imply they've changed anything about the actual locations. Of course I have no idea what the locations were like before... shared, not shared, etc. One is actually only a mile or so away, but I guess I've never really had that much curiosity to just stop by. I'd love to hear about volume of patients they are seeing and profitability... but can't tell that by looking at the storefront.
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Post by dreamboatcruise on Mar 6, 2018 12:12:05 GMT -5
I was under the impression that a change in the delivery mechanism/change in formulation would classify any existing drug as new with full patent rights. Of course the original formulation would be open to generics. Ultimately the technosphere application would reduce some unwanted side affects with certain drugs by bypassing the digestive system. As well as result in faster onset. Hopefully resulting in a better/more effective formulation..... Unfortunately no fish are biting. Agree with your assessment. Any invention that is not obvious to a normal practitioner in the field is patentable. I venture a guess that anything requiring clinical trials to prove it works as intended has a good shot at being considered a non-obvious invention. Additionally, I think there are enough parameters in manufacturing anything with TS that the manufacturing process would likely be considered patentable for each API.
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Post by dreamboatcruise on Mar 6, 2018 12:00:58 GMT -5
I suspect documenting how the Afrezza was used probably was not a priority for personnel on the ground while dealing with the aftermath of natural disaster.
Also, I would imagine if at all possible they would have tried getting people the type of mealtime insulin they were already on, so it's even possible most of the Afrezza went unused as very few patients would have already been using it at that point.
I believe MNKD had excess inventory at the time, so I don't think it would have either helped or hurt the bottom line.
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Post by dreamboatcruise on Mar 6, 2018 11:54:00 GMT -5
seanismorris ... there are three in the Los Angeles area. Can't comment on their financial success or lack thereof. I’ll be dammed... VDex killed the map on their website. Google Maps only shows vdexdiabetesoh.com (coming soon) If you go to consultations, it lists the 4 offices and you can bring up a map by clicking on any of them.
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