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Post by orlon on Oct 29, 2015 11:57:58 GMT -5
Maybe Mannkind should be the one looking for a new partner. The current one doesn't seem to be doing such a great job in marketing, or anything else that is substantial for that matter.
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Post by orlon on Sept 23, 2015 20:55:28 GMT -5
Douche bag & KARMA will get the best of this POS ! He made the CBS national news...now the country, or those who watch the national news, know he is not a very nice person.
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Post by orlon on Sept 8, 2015 13:11:51 GMT -5
But they got the message out and by the time they were listing the side effects/warnings, I found myself "studying" the art behind it all, and therefore almost did not notice it at all. Yes, but key words like "Life Threatening" , "Heart Failure" and "Death" got me back on message rather quickly. Will they top those in the legendary Afrezza TV ad, which of course is "just around the corner, like all things Afrezza. Also key words at the end of the commercial that says something to the effect, 'do not mix or use other insulin or solutions with Toujeo.' Does this exclude AFREZZA?
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Post by orlon on Aug 9, 2015 16:03:10 GMT -5
mnkdmillionare i respect your post and your points are right on. i believe that to promote Afrezza there has to be a three prong approach , getting a better tier status by the insurance companies, education of physicians , and DTC ads the first one I mention just like u did is of paramount importance, as without it , even if physicians are on board, and patients demand it , if they cannot afford it or they all require prior authorization, it will frustrate both physicians and patients, and the medication will never get traction i see the issue as the proverbial Catch -22 , if patients don't know about it , they will not pose the question to their physician , if physicians are not well versed about it , they will be hesitant to prescribe it insurance companies are not going to rush to give them a preferred status unless they feel the pressure from physicians and patients timing of each of the above mentioned legs of the three prong is the key part but in this day and and age ads do play a role to initiate the cascade while SNY keeps working on the insurance industry and the physicians I agree. With all the drugs pushed on TV addressing erectile dysfunction, constipation, diarrhea, headaches and backaches, each ends with, "Ask your Dr. if....I think a well produced AFREZZA TV ad touting the benefits of inhaled insulin, and ending with, "Ask your Doctor if AFREZZA is right for you," would do wonders.
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Post by orlon on Aug 4, 2015 10:59:56 GMT -5
Disingenuous? Meaning insincere, dishonest, untruthful, false, deceitful. Sorry if I came across like that patryn. I asked a question and you responded as if one would on the YMB. Dis-ingenuous as in lack of innocence or sophistication. You seem like a pretty seasoned investor in MNKD and have made several comments in the past about SNY which would lead me to believe that you know what diabetes drugs are SNY's portfolio. If you feel it was a personal attack to use that word, then by all means I apologize - I tend to be a word connoisseur and occasionally my sesquipedalian tendencies get me into trouble. I could make the same sort of veiled answer about me asking an innocent question but that would just further confound the issue and I would rather just have meaningful discourse so please accept my sincere apology if you were indeed ignorant of Apidra before reading this article. Not to belabor the point but my original post referenced the SA article by Mr. Johnstone. He acquired one month of AFREZZA while in the US for his use in Canada, AFREZZA is not available there. He noted in his article that he injected Apidra...yes I'm aware it is injectable, during mealtimes. Yes, I'm aware Apidra is a rapid acting insulin. His article was primarily written to share his experience about his one month 'experiment' with AFREZZA, nothing more, nothing less. He did note he would readily switch to AFREZZA if/when it becomes available in Canada. If you haven't read his article please do. My point was to simply point out that SNY produced the injectable Apidra and sold it worldwide, and marketed the inhaled AFREZZA in the US. I thank the board members who appeared willing to aid in my education? . I commend you on your wordsmithing, especially your last sentence:)
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Post by orlon on Aug 3, 2015 14:59:38 GMT -5
Clearly they would push Afrezza since they made the deal with MannKind after they already had Apidra on the market. Somehow this question seems a bit disingenuous, but I do not know why that would be without reading through your post history... oh wait I have! Disingenuous? Meaning insincere, dishonest, untruthful, false, deceitful. Sorry if I came across like that patryn. I asked a question and you responded as if one would on the YMB.
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Post by orlon on Aug 3, 2015 12:53:06 GMT -5
I just read a SA article by Greg Johnstone. While he mainly addressed his use of AFREZZA in the article, it struck me that prior to his experiment with AFREZZA (he is Canadian and AFREZZA has not been approved there) he would use Apidra as a mealtime RAA. Apidra is produced by SNY. I suppose my question here would be; SNY have two rapid acting insulins, one theirs, the other Mannkind's, which one would they most likely push?
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Post by orlon on Jul 29, 2015 12:57:48 GMT -5
MNKD has given itself 3 years to resolve this issue once and for all. At that time they will have more than enough cash assets to eliminate this debt. Why are you guys unhappy ? They bought time to resolve this at a future point of being flush with cash. It's good news indeed. Unhappy? The share price is down another 8% today. Another three years? Are you kidding me? In my opinion this is not good news, it is simply delaying the inevitable...buyout for a song or bankruptcy. Look at the over picture for the past seven years, the company fought for and won approval for AFREZZA, early adopters are loving it, they partnered with SNY then they started going downhill....scripts are low, DTC ineffective, marketing sucks. I wonder how many margin calls have been the last couple of days.
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Post by orlon on Jul 27, 2015 12:39:44 GMT -5
on he cc the ceo and cfo said to call sny regarding what their doing wig afrezza because the marketing is in their hands. Finally saw enough and called SNY...their lady said to call Matt as that is their product.... Can't ever get a hold of Matt for him to answer these questions Awesome During the last CC, Matt Pfeffer told the investing community 'we're not there yet,' and the entire MNKD management team projected the same great lack of confidence in when they would get there. I would call for a shareholder revolt and sweep out the BOD, but such an effort would be like whizzing in the wind. Meanwhile we can speculate on theories and secret plans, and great schemes leading to success, but in the final analysis we are SCREWED. Last time Matt spoke the share price began to tank...it's been downhill from there. Best not to hear from MNKD management or we'll see $2.00/shr by the end of August.
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Post by orlon on Jul 24, 2015 14:24:07 GMT -5
I get a free subscription to People Magazine for my office waiting room which I never open. I was talking to a diabetic patient who is on Lantus whose doc gave him a sample of Toujeo. He said he just saw an ad in People. So I checked out the magazine and low and behold there was a 4 page spread on Toujeo. I don't know where any Afrezza ads are. I certainly have not seen any. Afrezza seems to be SNY's redheaded step child. It's time for SNY to step it up a notch. Ashiwi, I think SNY needs to step it up more tha a notch! I suggest there's minimal education and DTC going on right now. AFREZZA has become the bastard child of SNY. The really sad part, especially watching the PPS tank yet again today, is the MNKD management has nothing to offer. I've seen a lot of excuses on this board, especially about SNY's plan, secret or otherwise, to push AFREZZA. I'm afraid if AFREZZA and Technosphere are to become blockbusters it's not going to be through SNY.
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Post by orlon on Jul 23, 2015 13:03:48 GMT -5
There is no buyout in the works. The only comment by Al about selling the company that I recall was made at the 2014 annual shareholders' meeting. In the discussion after the meeting Al was asked about a buyout and replied that he was not trying to sell the company but was always open to offers,although none had been made. I believe someone on this board posted video of that comment. Baba is right that any unraveling of the Sanofi deal would create an incredible mess. With 20/20 hindsight it is obvious that Sanofi has always been MannKind's primary partner, as during the trials Lantus was always used, and MNKD was saying things like "we are working with our potential partners to design trials," etc. During partnership negotiations MNKD's main obstacle was to show Sanofi that they had other alternatives for partnership, and if there was going to be a buyout in the near term that would have been the time. Sanofi has the first right of refusal to buy Mannkind under the current agreement. What would prevent Sanofi from buying out MNKD? The milestone payments etc would essentially flow back to Sanofi would they not? The company is reorganizing effective January 2016, which would make it a good opportunity for Sanofi. I am just saying anything is possible, and not being in the boardroom who knows what is being bounced around.
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Post by orlon on Jul 20, 2015 16:17:02 GMT -5
Not quite sure they fear anything. Sanofi announced they are reorganizing their business beginning January 2016, with Diabetes and Cadiovascular being one of the five global divisions. As I look at this I see good things and bad things...my imagination running wild again....in that the focus on diabetes and cardio diseases will have a global reach, and be concentrated to the one branch of the company...a great benefit for AFREZZA. The bad is that it will take more time to get to the promised land. Anyone ever involved in reorganizing a large organization knows how time consuming the process can be.
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Buyout
Jul 20, 2015 11:25:35 GMT -5
Post by orlon on Jul 20, 2015 11:25:35 GMT -5
Baba, maybe not the only conclusion I could come up with but just one that makes sense. My imagination started running wild in June 2008 when I started investing in MNKD. I imagined a medical breakthrough, a new paradigm shift, and being the good capitalist, money. I never imagined that after all the trials and tribulations including two rejections by the FDA, approval by the FDA, partnering with a major pharma that focuses on diabetes, that the company would still be in the $5.00 trading range, investors would be lending shares to be shorted for dividends and using a rationale that 'we might as well make money while we wait to see what happens to the company,' and that company would be one of the heaviest shorted stocks on Wall Street. MNKD used to be a fighter before it hooked up with Sanofi...no more. I now imagine a sale of MNKD for 7billion to a major pharma. Nothing wrong with that.
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Buyout
Jul 18, 2015 15:23:54 GMT -5
gwb likes this
Post by orlon on Jul 18, 2015 15:23:54 GMT -5
I know this topic has been bandied about before, but it appears that a MNKD buyout by Sanofi does not sound to crazy. I noted before that the slow rollout was a nonsense, the script counts reflect that despite numerous positive post by early adopters. It seems to me that a buyout would make sense. Al Mann has sold his companies before. What is it that makes MNKD different? I'm not convinced the DTC campaign will be productive without TV ads...I know some on this board think otherwise, but unless this product is placed before the general public to let diabetics know that a much better approach to treatment and an alternative to needles exist, they may never know. Look at the posts by those who visited their endos and found they either don't know about AFREZZA or won't write a prescription for it based on lack of knowledge. I visited my PCP Friday and he never heard of AFREZZA. The only conclusion I can come to is that Sanofi is sandbagging MNKD through slow marketing, and will buy the company before the end of the year. What say ye?
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Post by orlon on Jul 7, 2015 12:23:53 GMT -5
I think if you read Deep Capture you will see how short interest can kill a company, no matter how great the product, or how good the company. I've been long in MNKD for almost eight years, believe strongly in the company's product and science, but have seen this stock manipulated by short sellers. The name of the game on Wall Street is money....not the cure for cancer, not the cure for MS, CP, or diabetes....hedge funds could care less about these...it's the long green that counts, nothing more nothing less. So yes, short sellers can take a good company down and make it an unsuccessful venture.
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