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Post by spiro on Feb 20, 2014 17:16:50 GMT -5
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Post by spiro on Feb 20, 2014 15:28:01 GMT -5
Institutional ownership updated again, now at 77,079,647. Perceptive Advisors LLC added 3.5 million shares last quarter. On 12/31/2013, institutional ownership stood at 63,271,194 shares. I wonder if the institutions know more than the shorts? That is a 21.8& increase in institutional ownership. www.nasdaq.com/symbol/mnkd/institutional-holdings?page=2
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Post by spiro on Feb 20, 2014 11:37:10 GMT -5
Thanks Liane, this is good stuff, but it's too soon to raise my irrational price target for MNKD.
Spiro
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Post by spiro on Feb 20, 2014 9:24:41 GMT -5
My hospitalization has caused me to reassess my irrational expectations for MNKD's future share price. After an excruciating analysis of my research, I have decided to raise my irrational projection to $95 per share.
Spiro
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Post by spiro on Feb 19, 2014 18:20:20 GMT -5
Thanks for the concern guys, I am back home and still alive. I think Babaoriley may have jinxed me when he said I would need paramedics if Afrezza doesn't get approval. Anyway, after 2 days in the hospital, 2 MRI's, 2 CAT Scans, 2 Dopplers and 2 doctors, they told me I had a TIA. I told them that was impossible because I don't own any stock with that symbol. I also saw a physical therapist, occupational therapist, speech therapist, and a stroke education trainer. If they knew how many shares of MNKD I have, I'm sure they would have sent a Mental therapist also. I nearly jumped through the roof when they stuck me in the stomach twice with a blood thinner. And to think that I used to believe that injections in the stomach don't hurt. Yeah right. Yesterday, I kept telling them that I had to be home by 5 P.M. to listen to an important conference call, but they wouldn't listen. To make matters worse, every time I asked a nurse for a quote on Mannkind, they offered to send a priest. Geez, I thought the whole world knew about MNKD by now. I am looking forward to catching up on all the news.
Spiro
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Post by spiro on Feb 16, 2014 22:59:18 GMT -5
Vdhingra, here is a thread from the YMB that might help you understand this rather distracting issue. Do a Medtone c arm search at the YMB, this issue has been discussed there quite a bit.
Reply to MNKD FACT vs FICTION by dtrouble1003 •Feb 4, 2014 2:22 PM pfg_01 • Feb 5, 2014 4:18 AM
...your post makes absolutely no sense Rapp. The FDA rejected Afrezza last time because of changes to the delivery device. E.g. tests were conducted using the Medtone C inhaler and not the Dreamboat inhaler. Because Afrezza is inhaled, the FDA wanted a full clinical trial bridging the pulmonary data. The FDA was the one that approved the test's design and protocols.
With the bridge between trials established, all the data from all the trials is now included for consideration by the advisory committee as well as the FDA themself. So the data from the secondary end points in the 171 trial is merged with the data from similar endpoints in other trials. The consolidate data for the similar endpoints, both primary and secondary, clearly provide the positive data the FDA needs to approve Afrezza this time around.
Within the last couple of years, the FDA has approved several diabetic drugs on their third NDA submissions. In addition, approval rate for first time adcoms is extremely high. So using your statement that history "has a tendancy to repeat itself", then one can fully expect Afrezza will be approved this time around.
However, even though your post made "no sense" Rapp, I want to thank you for bumping dtrouble103's original post above. Less 4users liked this postsusers disliked this posts2Reply I now think that HbA1c on the 3rd 171 arm is irrelevant by dereklinders • Feb 4, 2014 8:49 AM Mannkind did not report HbA1c efficacy numbers on the Medtone + Basal arm on 171. I was quite concerned about this, but no longer. Here's why: Brentie pointed me to this November 4, 2011 quote from Peter C. Richardson - Chief Scientific Officer and Corporate Vice President ... More Sentiment: Buy Reply to A question regarding previous inhalants that failed and the FDAs letters to MNKD. by blockfrom3062 •Feb 8, 2014 1:01 AM dereklinders • Feb 9, 2014 7:23 AM 2users liked this postsusers disliked this posts0Reply To the question: MNKD has not shared the CRL letters publicly, but from what they have shared: ... More Sentiment: Buy Reply to Why believe those who have no legal reason to tell the truth? I prefer to believe those who actually have the information. by dtrouble1003 •Jan 24, 2014 10:10 AM rapp78 • Jan 26, 2014 3:31 PM 0users liked this postsusers disliked this posts2Reply OPC, are you really that stupid? Who said anything about a Dreamboat inhaler? You have posted non-stop about this company for 5 years and you don't know that MNKD switched mid-stream from an older version of Medtone used in clinical trials to Medtone C which they used for marketing during their... More Reply to I was intrigued by the superiority of Afrezza (study 171 results) in reducing Fasting blood glucose levels. by elmaestro11 •Feb 15, 2014 12:45 PM pfg_01 • 22 hours ago 2users liked this postsusers disliked this posts1Reply Does everyone want to know how absolutely stupid Rapp's logic is? The efficacy of Afrezza, which is what Rapp is talking about here, is based upon the amount of the drug that enters the blood stream. In the 142 trial, dosage bioequivalence was proven between the Medtone C inhaler and the Dreamboat inhaler, based upon a 3:2 ratio. So all the nonsense that Rapp just made up off of the top of his head about air flow problems, too cheap, too small, de clumping are just that...nonsense. Nonsense being, that it is not based upon any scientific facts, and completely contradicts the data from the applicable trials.
So with the same dosage of Afrezza entering the bloodstream between the two inhalers, why would there be the difference discussed? Because this is a secondary end point in which the trial population is insufficiently sized to establish statistical comparability between trials. The FDA states in their own documents, as well as in articles written by those that work with the FDA to approve drugs: that there can be significant variances in secondary endpoint data between trials, and that those evaluating drugs must be extremely careful in not reading too much into the data obtain from such secondary endpoints.
Of course, Rapp has either not done the research needed to understand how clinical trial data is analyzed, or if he has, then is trying to hide the knowledge so that he can twist the facts to his benefit. What is funny, is that is the very thing that the FDA warned might occur in evaluating secondary endpoint data. In other words, the FDA warned us to be aware of people like Rapp...LOL Less
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Post by spiro on Feb 16, 2014 10:52:11 GMT -5
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Post by spiro on Feb 13, 2014 8:43:30 GMT -5
Baba, at 68, I am too old to jump around a lot, but I do know how to dance around my computer chair, while shouting out non curse words. But I do that believe most people on this board will be jumping around like their pants are on fire with both hands in the air, after MNKD gets a major partner and FDA approval. My computer chair dance will probably last for several hours.
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Post by spiro on Feb 12, 2014 19:30:25 GMT -5
Rak, this is a tough one, but there is another option. If Al is confident that a partnership is almost a certainty after approval, I think it is possible that Al will extend his credit line to MNKD by another $100 million or so. The $50 million from the ATM will not get them very far. Al Mann needs to ante up one more time. It's the double blind this time, but Al is the dealer and he can deal from the bottom of the deck. Now if Al Mann folds and uses the ATM, that will make me a little more nervous than I already am.
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Post by spiro on Feb 11, 2014 20:35:39 GMT -5
A1cc, I putter around in a golf cart a lot, but I don't have many laurels to brag about, except for my wonderful wife, 2 great kids and a lot of good friends. Truthfully, that's good enough for me. But if things go right with MNKD, my wife will think I'm a genius. if things go wrong, we will just move on and probably never invest in a biotech again. But you know, betting on Al Mann looks like a pretty good strategy to me.
Spiro
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Post by spiro on Feb 11, 2014 17:19:44 GMT -5
Incredible, 10 million more shares shorted during the month of January. There is going to be a bloodbath for somebody. I will keep my bets on Al Mann. I think the shorts lose a lot more often than Al does.
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Post by spiro on Feb 9, 2014 19:48:57 GMT -5
Jpg, thanks for your point of view. I believe the diabetic patient should be informed of this Scripps research which indicates that metformin may trigger increased enzyme levels of AMPK, which is linked to causing Alzheimer's disease. If a doctor told me this, I would tell him to forget the metformin, I would rather die from diabetes than Alzheimer's disease. I think it might also help most of your patients get serious with their nutrition and exercise. One thing is certain, after the FDA approves Afrezza, this message about metformin and AMPK will find it's way to both patients and diabetes care professionals. IMO, until more is known about this link between metformin and alzheimer's, it not worth the risk, to take metformin. This is just another of the numerous reasons why Afrezza will become a mega blockbuster drug in a few years.
Spiro, over optimistic as usual
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Post by spiro on Feb 9, 2014 13:50:03 GMT -5
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Post by spiro on Feb 7, 2014 18:22:37 GMT -5
Great information, there is no doubt of the need for MNKD and team to disseminate this type of information to anyone who will listen. After FDA approval things will get very explosive, if not sooner.
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Post by spiro on Feb 5, 2014 15:10:17 GMT -5
I will not need paramedics until 1/17/2015. My wife wants to buy some defibrillators and oxygen to have on hand if things go array. I told her not to waste the money and just use the 38 magnum on me, to make sure I'm dead. . She will be so mad at me, she probably will prefer using the gun anyway. She will probably shoot my computer also.
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