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Post by dreamboatcruise on Feb 15, 2018 16:25:48 GMT -5
I would say you are correct but I find it interesting that "Mr. Metformin" has jumped ship and is ready to dump metformin. I heard him say it last year but WOW! I say good for him but it starts with do no harm and the GLP-1s have some real scary side effects. Now, if its really DeFronzo wanting to dump metformin that opens the door wide open to Kendall and his afrezza. Head to head afrezza is safer and will provide better results. Mike's post earlier today shared that someone was reporting 275,000 ER visits annually for hypos at a cost of $17k each. People are starting to wake up to the fact that current diabetes medical standards and protocols as well as insurance requirements are antiquated and aren't working. The paradigm shift seems to be gaining steam.So far the steam is limited to talk... no real change. As Mike pointed out in that post, insurers aren't even tracking these complications (or claim they don't). We could wish that they are simply unaware and thus merely need education. I think that highly unlikely. I'd assume that whatever it is they are currently doing, or not doing, is a well calculated strategy in their best financial interests. It is going to take a lot of shouting from patients and advocacy groups to force the change you are hoping for.
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Post by dreamboatcruise on Feb 15, 2018 14:17:20 GMT -5
We've known MNKD management has things up their sleeves for years now, haven't we? I don't even think we need proof anymore. It's the bedrock of our belief system Mike Castagna has only been CEO for 11 months and has made excellent progress and decisions in a relatively brief period of time in charge...oh, let's call it time-in-range We haven't arrived yet but discussing what used to be visible in the rear view mirror isn't really relevant for 2018...IMO Especially all the things we haven't yet been told about. Those are the most excellent I'm sure. It's like being six years old and waiting for Santa to come... very exciting. 2018 will be big... or maybe it's 2019... or
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Post by dreamboatcruise on Feb 15, 2018 13:54:46 GMT -5
Let's wait for the next announcements: International expansion, RLS, etc. Ooooo, RLS... that's one of my favorites. An oldie but a goody. It cries out possibilities
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Post by dreamboatcruise on Feb 15, 2018 13:47:44 GMT -5
I'm concerned with the worst case scenario; Mnkd files chapter 11 and hands the company over to Deerfield as debtor in possession. This really wasn't on my mind until I read Deerfield and possibly the Mannkind Foundation sold all of their shares. What I can't understand is why the stock price is moving up. I pray Mike has something up his sleve. No worries. If this had any possibility at all, Mike C would have disclosed this to Dr. Kendall and he would have NEVER left Lilly. Dr. Kendall joining Mannkind is "almost" proof that Mike has something up his sleeve. We've known MNKD management has things up their sleeves for years now, haven't we? I don't even think we need proof anymore. It's the bedrock of our belief system
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ADA
Feb 14, 2018 21:16:29 GMT -5
xanet likes this
Post by dreamboatcruise on Feb 14, 2018 21:16:29 GMT -5
Not sure if anyone posted this elsewhere, but the preliminary program is out: www.nxtbook.com/nxtbooks/ada/scientificsessions2018_advance/index.php#/1There are some interesting topics, such as "Should Metformin Remain the First Line Therapy for Type 2 Diabetes?" I didn't see the STAT study anywhere obvious, but I don't think the Oral Presentations are included in this preliminary program. And "Clinical strategies for Prevention and Management of Hypoglycemia"
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Post by dreamboatcruise on Feb 14, 2018 19:55:01 GMT -5
Dr. Kendall joining MannKind changes the complexion of the STAT presentation tremendously, IMO, assuming that David will be the MannKind executive who will presenting the results of the STAT study. Kendall has the popularity to draw a standing room only crowd and I would hope that he will be working with the ADA to schedule to best time for his presentation at the 2018 ADA Scientific Sessions. I would think it would be the University CO principal investigator that would be presenting.
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Post by dreamboatcruise on Feb 14, 2018 18:15:02 GMT -5
Actually I would not put too much into Deerfield holding no stock as the still hold a lot of debt and will likely be paid in future stock. So am not sure there is much to say about the current status of Deerfiled. Also it is likely that anyone holding their shares has the opportunity to short or loan the shares out so all paas through for me. As for your other notes above I share your thought that something is up but I am not sure what. Seems like Mnkd has hired quite a few people lately including Dr. K and with a cash infusion needed by end of March or so it woud seem this next one will have to be more than the last few which have been stop gaps of 5-6 months. Otherwise why would Dr. K give up his job at Lilly for such a speculative opportujity? Just my thoughts... It would seem that the restriction on the amount of stock that can be issued within a six month period without explicit shareholder approval would limit them to doing another stopgap. I'm basing this on what others have posted here... not my area of expertise.
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Post by dreamboatcruise on Feb 13, 2018 19:26:51 GMT -5
Let me see ... dbc ... dbc ... dbc ... no $20 received ... wow! So many free loaders! BTW peppy ... is the "Fore" in this thread name correct ... or a typo and should be Force or something like Foregie? Or, are you going to rain a ton of golf balls on our heads? Gotta see your track record before subscribing My own prediction is for volatility... and I'll only charge $18 for my predictions, which you'll receive 24 hours before I publicly post them.
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Post by dreamboatcruise on Feb 13, 2018 18:26:56 GMT -5
mytakeonit... are you predicting that we'll be above $6 and stay above $6 thereafter, or might it be another spike and then drop?
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Post by dreamboatcruise on Feb 12, 2018 19:42:19 GMT -5
Mike has 1,906 twitter followers. I follow a Yorkshire terrier (that dresses up in cute costumes) that has more followers than that. Really. I'm not attacking Mike, nice of him to speak up, I'm just saying with so few followers I really doubt anyone is going to notice his tweet (other than a handful of investors). I doubt anyone from United and Blue Shield will be bothered, for instance. I just don't read anything more into his tweet than just a guy tweeting about an issue he cares about. But it is hardly a high risk shot across anyone's bow. Clearly you're just suggesting he needs better costumes. That's constructive criticism, not attack Your point is well taken, particularly noting that he didn't choose to use whatever @ tags would have landed his post in the twitter feeds of those companies.
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Post by dreamboatcruise on Feb 12, 2018 19:33:08 GMT -5
mytakeonit, have you not yet learned that this stock does not move in such a linear fashion as your speculation? And DBC, you talking about fractal patterns and using the word “bullish” makes me wonder if this is the twilight zone. 😜 I tried posting screen shots but for some reason it wasn't loading in the links. The six month candle plot has a big blip then stabilizing, followed by a small blip and stabilizing. The one month has the same pattern of big and small blip, with the big blip having been the small one on the six month chart and the small one being today's intraday movement... repeating pattern on different scales (fractal). Quite frankly I wouldn't know what to read into it. The run up before the PIPE actually had activity that caused it and not too surprising it didn't hold. It would be great if we didn't get retracement after these blips up, or if I had amazing timing to trade them rather than being buy and hold. At least these pops should give some hesitation to shorts.
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Post by dreamboatcruise on Feb 12, 2018 19:17:25 GMT -5
For every action there’s a reaction ! In physical dynamics, yes, and in other things often... that gets back to the original post of this thread hoping that the reaction to Mike's tweet from the payers he is attacking is not a negative one. Maybe it's calculated. The only thing I would guess is that it means MNKD isn't in the final stages of negotiation with any of these mentioned companies for better formulary placement. Rarely does a kick in the shin bring closure to a business deal.
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Post by dreamboatcruise on Feb 12, 2018 18:29:01 GMT -5
DBC/ something did come ! Dave Kendall 🤔 That would be "non-causal" with reference to this tweet from Mike which came after Dave Kendall. Short of time machines, an action cannot cause something in the past.
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Post by dreamboatcruise on Feb 12, 2018 18:26:30 GMT -5
Sure dreamboat. I think you may need a change of meds. Currently it's 137mcg levothyroxine q.d. You think I should change the dosage or just ditch that and go for Afrezza?
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Post by dreamboatcruise on Feb 12, 2018 18:20:50 GMT -5
I think Mike's comment was well timed. It's always better to speak up to insurance companies when the light of the state insurance agency is focused on unfair or poor practices. Business as usual for Aetna won't be good enough when the commissioner is breathing down their neck. The reason companies and individuals pay insurance premiums is to get the best care & medications available. If Aetna isn't holding patient care to the highest standard then they need to be called out. Go Mike! That makes it sound like you have historical cases where this was done and resulted in something good.
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