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Post by spiro on Jan 23, 2015 22:16:51 GMT -5
The handwritten notes were difficult to read, perhaps some the Sanofi reps used to be endocrinoiogists. It is also probable that the author of this information is an expert at tampering with evidence. Well done my friend, well done.
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Post by spiro on Jan 22, 2015 16:01:05 GMT -5
Unfortunately, because of the low volume, I think the shorts are probably getting a good yawn out this move today. Matt needs to play at least nickel slots
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Post by spiro on Jan 20, 2015 20:37:01 GMT -5
Is it safe to assume that most new drugs start at tier 3 pricing? Success will depend upon how good the drug is and how eager patients are to try the new drug. It obvious that initial high costs could keep most lower income people from using Afrezza at first, but that will not stop Afrezza from solid early sales. Because of the internet and social media, the word on Afrezza will get out much quicker than it did with Exhubera. BTW, when Exhubera launched in Jan of 2007, there was about 1 billion worldwide internet users. When Afrezza launches there will be over 3 billion worldwide internet users.This number is probably much higher when you add smart phone access. I also think it safe to say that a lot more Diabetics have probably heard about Afrezza pre launch as compared tot Exhubera pre launch.
Spiro thinks we may need a board psychiatrist.
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Post by spiro on Jan 18, 2015 22:42:39 GMT -5
I refuse to consider myself obsessed with MNKD. I have the uncanny will power to spend at least 1% of my time talking to my wife, kids, family and dog about something else. Heck they probably don't want to talk to me anymore than that anyway.
Spiro
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Post by spiro on Jan 18, 2015 8:57:44 GMT -5
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Post by spiro on Jan 17, 2015 8:58:56 GMT -5
Baba, I apologize if I have misled you. I am just a poor old Greek with a big dream. Therefore I will allow you to pick the tab when we celebrate in Vegas. Don't believe that old saying that the Greek rich get richer and the poor Greeks get poorer. It's the smart Greeks get richer and the dumb Greeks get poorer. At times this Greek has been a little more dumb than smart, but that will soon be changing. BTW, the only people I know that have over 105,000 shares of MNKD would be Ashiwi and Rak666.
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Post by spiro on Jan 16, 2015 18:53:55 GMT -5
ezrasfund,
That wouldn't be a problem, that would mean that Afrezza has become the biggest selling drug in history. It's amazing how many investors still don't realize that Afrezza doesn't compete with Lantus or Toujeo. Probably, 90% of the so called expert analysts are clueless also. It still amazes me that PFE and their analyst buddies thought that Exhubera would reach up to $4 billion in annual sales in 4 years. That was over 10 years ago, but some of these same analysts 10 years later and after a literal explosion in world wide diabetes cases are oblivious to Afrezza's mega drug possibilities.
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Post by spiro on Jan 16, 2015 15:57:53 GMT -5
Both, but more jealous of the 105,200. Dang it
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Post by spiro on Jan 16, 2015 14:45:35 GMT -5
I swear to the Greek Gods that Spiro did not write this post on the YMB. But I am jealous.
i_am_ultron • 2 hours 25 minutes ago
HERE IS WHY TECHNOSPHERE IS THE HOLY GRAIL....AFREZZA IS THE ATTENTION GRABBER 1. Any big bio can extend the patent on their product by reformulating to dry power inhalation extending its life and profitability. 2. Since dry power inhalation is delivered to the lung and immediately absorbed into the bloodstream the medicine avoids the stomach and liver which would greatly diminish the potentcy of the drug. Big bio can use less product for the same effect greatly increasing their profit margins. 3. I agree with Kevin.........some kind of restructure is in the cards here. MNKD will eventually sell Afrezza to SNY and retain and license technospere to many companies. That's the money machine. The cash will roll in and MNKD will spend nothing. MNKD want the predictability of ongoing cash flows. 4. No one has ever commented here on who produces the dreamboat and cricket delivery devices. I don't know who it is but its possible that Medtronic will surely be in the mix here someway.
We all have to be patient although mine is wearing thin. The silence is very painful but one has to believe its done for a reason which could be for strategic reasons. If not for that then this is an arrogant company that does not give a damn about the outside shareholders. Al has always said he expects at least a 10 X's return on his investments. So, why should now be any different? Al has always created products that enhanced the lives of millions.............but he did not do it for nothing. He got very rich..........its my turn.........holding 105,200 shares and waiting. Less
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Post by spiro on Jan 15, 2015 9:02:42 GMT -5
A little typo here and a little typo there, everywhere a typo. Geez, it was only a little $11.88 billion dollar error, but thanks for fixing my typo. In reality I was only thinking about what Afrezza sales will be in 6 or 7 years and somehow got billions stuck in my small head. At least I didn't say trillions.
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Post by spiro on Jan 14, 2015 23:06:22 GMT -5
I find it quite remarkable how the investment community has undervalued the potential for Afrezza sales. It's interesting that SNY and MNKD in their silence and refusal to forecast future revenue, have allowed the shorts and analysts to set sales expectations particularly low. They have actually set up MNKD and SNY to compare Afrezza sales to Exhubera sales as a barometer. I have been trying to figure out the Exhubera launch fiasco. This is amazing. Can you imagine if MNKD did this?
FDA approval was on Jan 27, 2006
PFE launch date was originally set for July, 2006
Then pushed back to early Sept, 2006
Then pushed back to November
I believe the actual U.S. launch was in Jan 2007
The reason for launch delays was manufacturing problems. PFE recorded only $12 million in sales during the first 9 months of 2007, before Exhubera was pulled from market.
Analysts were ecstatic about Exhubera's potential and were projecting between $1 and $4 billion in annual sales by 2010 for that piece of crap product. PFE had a projection of $2 billion in annual sales by 2010.
Isn't it nice that analysts are refusing to project sales even remotely optimistic for an remarkably better product like Afrezza. If an honest analysts thought some 9 years ago that an inferior inhaled insulin product being delivered by a marijuana quart sized bong would sell between $1 and $4 billion in annual sales, what should they be saying about Afrezza now. You let me know.....
Wow, now tell me that Afrezza is not set up on a tee to blast away Exhubera sales. Afrezza is ready to launch within 6 months of FDA approval with flawless manufacturing capability with a virtual status symbol device and product. Afrezza will have a world class Insulin sales team, second to none. I think MNKD's management and Al Mann deserve a lot more respect than they have been getting from most investors and analysts. The next 12 months should be very interesting to say the least. I would post my links, but I went to about 6 sites before I could put the timeline together and I am not certain of the accuracy, but it's close.
Spiro here, you know, most of these analysts noses are dragging on the ground.
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Post by spiro on Jan 14, 2015 17:42:09 GMT -5
Unless the sales reps are absolute morons, the training will not take long, maybe 4 hours. That is, unless these reps are rookies and have never detailed an insulin product.
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Post by spiro on Jan 14, 2015 16:54:13 GMT -5
We know that this is a product they like? let us hope so.
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Post by spiro on Jan 14, 2015 14:13:52 GMT -5
Daduke38, We can not only guarantee it, but also say that product cost will not stop most migraine sufferers from using it. My son gets migraines headaches occasionally. Believe me, he would pay big bucks for a faster relief. I am hoping that MNKD keeps migraine pain in their own pipeline and license out some of the other Technosphere applications.
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Post by spiro on Jan 13, 2015 20:18:44 GMT -5
Biotec, if you suffer from migraines, you will be one off the first people to use Technosphere for migraine headaches, after you hear it provides almost immediate relief.
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