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Brightcove Inc. Message Board

ddbikessamsara 151 posts  |  Last Activity: Jul 4, 2015 7:50 PM Member since: Oct 5, 2004
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  • How many smiles do you think come from someone with their shirt raised (showing bruising and scars from previous injections), looking for fresh injection point, pinching skin, sticking in the needle and holding it for 10 seconds while awkwardly trying to push in the pen button with your other hand? Doing this every single meal for the rest of your life?

    I think Al and co. have done something truly remarkable here. They have taken a painful and unpleasant experience and transformed it into something that is pain-LESS, greatly simplified, delivers BETTER results, and does it with a really COOL delivery system. Who WOULDN'T be smiling?

    Anybody thinking this is not going to be a mega-blockbuster just lacks the ability to see what is right in front of them. All it takes is time. Packed house at the ADA - over 15,000 in attendance how many doctors are going home after this knowing about Afrezza that did not know before?

    Sentiment: Strong Buy

  • Reply to

    Is this guy the new wave of bashers?

    by franksmom44 Jun 6, 2015 2:07 PM
    ddbikessamsara ddbikessamsara Jun 6, 2015 8:02 PM Flag

    It would seem to me to be almost impossible that it "has completely failed him" assuming he inhaled the dose properly. It has never "completely failed" ANYBODY - not in the trials, not in any real world testimonials we have seen. He either inhaled the dose in a faulty manner or he is simply lying. The latter would NOT be a surprise - the shorts have yet to trot out an "actual user" to bash results based on "real life experience". If Novolog worked for him Afrezza would HAVE to work assuming the units were comparable and he inhaled properly to actually get the insulin in his bloodstream. "Complete failure" would be a biological impossibility under those circumstances. The trials were all about non-inferiority and this was firmly proven. My sense is this guy is most definitely a fraud. Easy to tweet anything at all with no evidence whatsoever - this guy might also want to consider the penalties for intentionally lying in a defamatory manner on a public platform.

    Sentiment: Strong Buy

  • ddbikessamsara ddbikessamsara Jun 6, 2015 1:00 PM Flag

    I've said it before and will say it again : It HAS to be the same for the overwhelming majority of patients who try it. Sam and his group do not have some magic biological quality that makes Afrezza work this way for them. It is simple biology reacting to the Afrezza formulation. Biology is the same in every single human body - the body has no choice BUT to react this way. It is a statistical certainty and as this becomes obvious - as it surely will since these stories will be commonplace before long - it's game ON for Afrezza, game OVER for the rest.

    Sentiment: Strong Buy

  • Reply to

    SCRIPTS 5/29 -- NRX = 175 TRx = 266

    by end2war Jun 5, 2015 9:03 AM
    ddbikessamsara ddbikessamsara Jun 5, 2015 11:08 AM Flag

    I am still of the opinion that the vast majority of scripts showing up in IMS and Symphony are from the February adopters. We know there has been on average a 3 month time frame from the point patients begin the process. This is the waiting to have the initial appointment, get the FEV1 test, deal with the insurance/administrative stuff, then finally get the prescription at the pharmacy where I presume the data is captured in Symphony and IMS.

    Thus by default these scripts have to still be from the Feburary group. A patient beginning the process March 1st with a 3 month time frame would not get the script until June 1st and the script count is as of 5/29. I think the big increases will be showing up this month as March adopters break into the script count, then July for the April adopters and on from there - it's all a stairstep sort of thing as the subsequent 3-month time frames go by. The 3 month time frame should shorten as more and more spirometers get into the hands of prescribers and the insurance process smooths out - this is not at all uncommon for ANY new drug in the early stages.

    So every body is hung up on script counts that so far do not reflect anything but essentially the same group of patients - from February. See what they are in September after the March/April/May adopters kick in, the waiting period begins to shorten, DTC impact shows up etc. That's when they start getting VERY interesting.

    Sentiment: Strong Buy

  • Reply to

    A cure?

    by dldcocoa Jun 4, 2015 8:26 PM
    ddbikessamsara ddbikessamsara Jun 5, 2015 10:39 AM Flag

    Al didn't become a billionaire by chance - great ideas that he saw through to full fruition. A cure - how much more do you need to say?

    Sentiment: Strong Buy

  • Reply to

    A cure?

    by dldcocoa Jun 4, 2015 8:26 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 8:38 PM Flag

    Thus Al Mann's supreme confidence. He has seen this all along - never bet against a genius!

    Sentiment: Strong Buy

  • ddbikessamsara ddbikessamsara Jun 4, 2015 7:58 PM Flag

    They said the March scripts were up 79%. Those should be showing up in the Symphony numbers any time so it's a definite possibility.

    Sentiment: Strong Buy

  • Reply to

    This sums it up

    by ddbikessamsara Jun 4, 2015 12:30 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 7:55 PM Flag

    Sums it up alright

    Sentiment: Strong Buy

  • Reply to

    Statistical certainty

    by ddbikessamsara May 31, 2015 1:03 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 6:36 PM Flag

    How much is a virtual cure worth?

    Sentiment: Strong Buy

  • ddbikessamsara ddbikessamsara Jun 4, 2015 6:34 PM Flag

    Novo and Lilly are the "big boys" of the current RAA market. Being displaced of course by Afrezza as we are dawdling around on message boards.

  • ddbikessamsara ddbikessamsara Jun 4, 2015 6:31 PM Flag

    Go to the Mannkind website and click on the investor section. The webcast of the Jeffries presentation is there and includes the slide deck. Very much worth your while to listen to the webcast and review the slides.

    Sentiment: Strong Buy

  • Reply to

    Is this Crazy?

    by adambarlam Jun 4, 2015 5:38 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 6:19 PM Flag

    Not crazy at all. Probably even UN-crazy. I am willing to bet that the results we are seeing by the early adopters are taking SNY by surprise as well as the diabetic community. I doubt seriously if SNY expected to see HbA1c readings which are essentially normal - the trial data did not indicate it would be nearly this good. Certainly there are plenty of skeptics - it DOES seem too good to be true and there will be plenty of Show Me folks out there. But as more and more of these results start stacking up the cat will be out of the bag. I bet they are already revising their target market share up as we are all chatting about it on message boards. You think they don't know biology and the statistics that can be extrapolated from this group of early adopter patients?

    Sentiment: Strong Buy

  • Reply to

    Statistical certainty

    by ddbikessamsara May 31, 2015 1:03 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 5:48 PM Flag

    The "market" has not yet grasped this. It is stuck in the "disappointing Q1 sales" mode and not yet on the truly game-changing performance being demonstrated. Again, there are patients showing HbA1c's in the non-diabetic ranges now on a regular basis, and posting photos of their CGM readings. The entire POINT of diabetes treatment is to get HbA1c's like this. Nothing else has ever been able to get there - these patients have all tried the injectable RAA's and failed to get these results. It is simply too compelling a story and it WILL continue for thousands and thousands of other patients. When the market finally DOES grasp this fundamental truth, the results we've seen the past few days will seem like nothing at all.

    Sentiment: Strong Buy

  • Reply to

    Statistical certainty

    by ddbikessamsara May 31, 2015 1:03 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 5:36 PM Flag

    How much is a virtual cure worth?

  • ddbikessamsara ddbikessamsara Jun 4, 2015 4:58 PM Flag

    Watch this inverse relationship really take off later this year - Afrezza scripts growing by leaps and bounds and the RAA injectables dwindling double digits. BP is scared silly - guaranteed.

    Sentiment: Strong Buy

  • Reply to

    This sums it up

    by ddbikessamsara Jun 4, 2015 12:30 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 4:01 PM Flag

    Sums it up alright

    Sentiment: Strong Buy

  • Reply to

    Bear Attack ?

    by centralcoastinvestor Jun 4, 2015 3:41 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 3:47 PM Flag

    Of course. They have to pull out any stops they can to stem the tide. Unfortunately it will end up like the Dutch boy with his finger in the dike. Just time, that's all. Enjoy the ride over the next few years - hang on to your shares!

    Sentiment: Strong Buy

  • Reply to

    This sums it up

    by ddbikessamsara Jun 4, 2015 12:30 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 3:45 PM Flag

    Absolutely, TS is just extra icing on the cake!

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Jun 4, 2015 3:24 PM Flag

    Gotta believe there will be plenty of buzz going around. Is anybody aware of anything else going on right now that can have the same impact as Afrezza? Any bets on how many new scripts may be coming after the doctors return following the meetings?

    Sentiment: Strong Buy

  • Reply to

    This sums it up

    by ddbikessamsara Jun 4, 2015 12:30 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 3:20 PM Flag

    Bummer - just to get a couple of bucks premium today.

    Sentiment: Strong Buy

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