Wed, Jul 30, 2014, 8:17 AM EDT - U.S. Markets open in 1 hr 13 mins

Recent

% | $
Click the to save as a favorite.

Apple Inc. Message Board

crecy_war_knight 266 posts  |  Last Activity: 17 hours ago Member since: Jan 25, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Just for fun, Poll. Longs vs. Shorts

    by rockstudricky Jul 5, 2014 9:40 PM
    crecy_war_knight crecy_war_knight Jul 7, 2014 2:01 PM Flag

    Not short, Not Long. But I find this stock in a unique place and since I am long ACAD I want to use this experience to get a feel how ACAD might respond when it files its NDA. I have posted my thoughts on MNKD, some interesting discussions. I wish no harm and to all good luck. but i will call out the weakness and the strength as i see it as i do on the ACAD MB.

  • crecy_war_knight by crecy_war_knight Jul 7, 2014 1:55 PM Flag

    I don't think the street see's Afrezza as a major "break though " drug. If it did this stock should have cracked the resistance at $10.30 and well on its way to $15-20+. But its not. The company has a few negative fundamentals too, High debt, low cash, High OS and a drug with a lot of competition from all those generics and a Black Box Warning which gave investors the initial pause. Also the last failed inhaled insulin left a bad taste. No pun intended. This company needs a PARTNER BADLY. NOW.

  • crecy_war_knight crecy_war_knight Jul 7, 2014 1:15 PM Flag

    Thanks for that point. But my post is about the protocol that insurance companies will use to reimburse the cost of the drug. Learn how to argue. BTW I just thought of another use for inhaled insulin...Recurrent MRSA skin infections. I had several severe DM 1 patients with this problem over and over again with the skin abscesses. An inhaled insulin could really help cut down on those infections.

  • crecy_war_knight crecy_war_knight Jul 7, 2014 1:02 PM Flag

    Address your concerns to my post, WHAT PROTOCOL WILL BE USED. it has nothing to do with a successful commercial roll out. But down the road it could turn out to disappointed sales numbers. Hint- when the numbers come out and the company gives some types of excuses and blames other conditions. Its time to SELL. I have already said the stock will rise in the long term so you can consider that we both agree on that.

  • crecy_war_knight by crecy_war_knight Jul 7, 2014 12:56 PM Flag

    But for now with no news after the stock has gone up so much it might be a bumpy ride for those who recently bought on the news....( Buy the rumor...Sell the news ). Look at the RSI ( money coming in or out of the stock)....Down Down Down....

  • Insurance companies will have a protocol for reimbursement. They always do with new Brand Name drugs. What will drug insurance carries use as a protocol for coverage of this new drug? Keep in mind there are so many treatments available for DM 1& 2. Pills (many kinds), insulin injectables -many kinds with mixtures and now with the pens you can take everywhere that have very tiny needles you hardly feel. Patients love their pens. Which patients will be allowed to use this new drug when there are so many choices available at generic prices.I can see an insurance company allowing inhaled insulin for say special circumstance, eg, a stroke patient with Hx DM 1 or 1&2, ( who can not inject him/herself) at home where the care taker can not give an injection either...say an elderly husband or wife with limited help. If in a SNF
    ( nursing home), giving injections is usually not a problem. Perhaps if on high INR range blood thinners, to avoid excessive bruising might be another indication for inhaled insulin, but the small needle pens still might be used. There is always the patients that demands the latest treatment...they got the coin and don't care if its not a covered drug benefit and are willing to pay out of pocket. So there are a few cases where inhaled insulin could be used.I thought of another use for the inhaled insulin...low vision/blindness. But i don't think "needle phobia " will be good enough for coverage of inhaled insulin unless it is a valid Diagnosis already confirmed by a mental health provider and documented in the patients record. Afrezza is going to cost a ton of money compared to any generic DM 1 or 2 drugs. Consider they have to pass the cost on to their members. They ALREADY charge separate CO-PAYS - low for generic drugs and about 7-10 times HIGHER for Brand name drugs. Will Medicare just say...yeah go ahead and use a high cost brand name drug even if a generic works? i doubt it. There will be protocols...there always are.

  • Reply to

    S&R

    by crecy_war_knight Jul 7, 2014 12:29 PM
    crecy_war_knight crecy_war_knight Jul 7, 2014 12:30 PM Flag

    A close above $23.82 would be really good, although the resistance is weak its just another step UP.

  • crecy_war_knight by crecy_war_knight Jul 7, 2014 12:29 PM Flag

    Support/Resistance
    Type Value Conf.
    resist. 30.10 2
    resist. 28.78 2
    resist. 25.34 3
    resist. 24.88 2
    resist. 24.33 2
    resist. 23.82 3
    supp 22.50 13
    supp 21.50 2
    supp 20.98 3
    supp 20.05 7
    supp 19.15 2
    supp 17.88 4

  • crecy_war_knight crecy_war_knight Jul 7, 2014 12:22 PM Flag

    I thought of another use for the inhaled insulin...low vision/blindness. But i don't think "needle phobia " will be good enough for coverage of inhaled insulin unless it is a valid Diagnosis already confirmed by a mental health provider and documented in the patients record.

  • crecy_war_knight crecy_war_knight Jul 7, 2014 12:17 PM Flag

    So you are telling me Afrezza will cost the same as a generic pill or injectable? No way. A big HMO/Drug seller for say Blue Cross wants to buy drugs in contract. They must get the lowest price for a drug or they will lose incredible amounts of money and members. Afrezza is going to cost a ton of money compared to any generic DM 1 or 2 drug. Consider they have to pass the cost on to their members. They ALREADY charge CO-PAYS - low for generic drugs and about 7-10 times as much for Brand name drugs. Will Medicare just say...yeah go ahead and use a high cost brand name drug even if a generic works? i doubt it. There will be protocols...there always are.

  • crecy_war_knight crecy_war_knight Jul 7, 2014 11:37 AM Flag

    Insurance coverage is ALWAYS an issue with new drugs...believe me i have over 30 years as a medical provider.

  • crecy_war_knight crecy_war_knight Jul 7, 2014 11:31 AM Flag

    I can see an insurance company allowing inhaled insulin for say special circumstance, eg, a stroke patient with Hx DM 1 or 1&2, ( who can not inject him/herself) at home where the care taker can not give an injection either...say an elderly husband or wife with limited help. If in a SNF, giving injections is usually not a problem. Perhaps if on high INR range blood thinners, to avoid excessive bruising might be another indication for inhaled insulin, but the small needle pens still might be used. There is always the patients that demands the latest treatment...they got the coin and don't care if its not a covered drug benefit and are willing to pay out of pocket. So there are a few cases where inhaled insulin could be used.

  • What will drug insurance carries use as a protocol for coverage of this new drug? Keep in mind there are so many treatments available for DM 1& 2. Pills (many kinds), insulin injectables -many kinds with mixtures and now with the pens you can take everywhere that have very tiny needles you hardly feel. Patients love their pens. Which patients will be allowed to use this new drug when there are so many choices available at generic prices.

  • crecy_war_knight crecy_war_knight Jul 7, 2014 11:03 AM Flag

    What do you think about your timing....RSI dropping=MONEY MOVING OUT OF THE STOCK. , 5/20d MAV is about to flip . 200d MAV is about $7. This may indicate the stock is headed lower in the short term. Long term it will go higher with their FDA approval no doubt.

  • crecy_war_knight by crecy_war_knight Jul 7, 2014 10:43 AM Flag

    For about the last year I have been thinking MRK , which has some nice cash on hand, could get a company with a ONE OF A KIND BILLION DOLLAR DRUG that will be the ONLY INDICATION FOR A VERY SERIOUS CONDITION. The condition takes family members out of their homes and into a costly Specialized treatment facilities.
    Parkinson's disease patients can be cared for by family member but once they get psychotic they have to go to a specialty care facility. The regular drugs for most psychotic conditions don't work in Parkinson's , in fact they can make it worse and result in severe side effects. There is no drug indicated for Parkinson's Disease Psychosis (PDP). But now ACAD will be applying for a NDA for such a drug-Pimavanserin. The FDA has already reviewed the Phase 3 trial and gave the go ahead NO OTHER P3 STUDIES REQUIRED, just to complete other stability studies prior to a NDA. A purchase of MNKD/Afrezza would be huge for MRK , but getting ACAD would really knock it out of the park.

  • Reply to

    MNKD- worth noting this outcome.

    by crecy_war_knight Jun 30, 2014 9:53 AM
    crecy_war_knight crecy_war_knight Jul 7, 2014 9:34 AM Flag

    HA I POSTED THIS ON THE MNKD MB.

  • Reply to

    Shorty

    by crecy_war_knight Jul 3, 2014 11:06 AM
    crecy_war_knight crecy_war_knight Jul 7, 2014 9:31 AM Flag

    rules of Shorting....1) Shorts are their own worst enemy. 2) ALL SHORT SELLS END IN A BUY.

  • Reply to

    Shorty

    by crecy_war_knight Jul 3, 2014 11:06 AM
    crecy_war_knight crecy_war_knight Jul 3, 2014 5:04 PM Flag

    Not many selling...look at the Vol for today...very low.
    Volume: 486,823
    Avg Vol (3m): 1,651,700

    The longer the shorts hold their losing positions the HIGHER it PROPELS the stock.

  • Reply to

    If ACAD is gonna go it alone worldwide...

    by crecy_war_knight Jul 3, 2014 3:37 PM
    crecy_war_knight crecy_war_knight Jul 3, 2014 4:54 PM Flag

    if the stock continues to run higher,....I can see a listing of shares for sale, about 10-12 Million. I don't see ACAD selling below the last time they sold shares , price about $28, so I think it won't be till it cracks $30.

  • crecy_war_knight by crecy_war_knight Jul 3, 2014 4:48 PM Flag

    Need to close over 23.82, but i think the " perceived " ( what the average person thinks) resistance is above $24

    Support/Resistance
    Type Value Conf.
    resist. 30.10 2
    resist. 28.78 2
    resist. 25.34 3
    resist. 24.88 2
    resist. 24.33 2
    resist. 23.82 3
    supp 22.35 11
    supp 21.50 2
    supp 20.98 3
    supp 20.05 7
    supp 19.15 2
    supp 17.88 4

AAPL
98.38+0.03(+0.03%)Jul 29 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.