Recent

% | $
Quotes you view appear here for quick access.

Brightcove Inc. Message Board

ddbikessamsara 74 posts  |  Last Activity: Jul 16, 2015 8:19 PM Member since: Oct 5, 2004
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Statistical certainty

    by ddbikessamsara May 31, 2015 1:03 PM
    ddbikessamsara ddbikessamsara Jun 3, 2015 11:00 AM Flag

    Notice how no matter what article you read there is NEVER an actual patient that has anything to say except they love Afrezza? This is my point - it simply works and it will work for the overwhelming majority of patients. Statistical inevitability.

    Sentiment: Strong Buy

  • Reply to

    Dr. Mark O. Goodarzi...

    by yft212 Jun 3, 2015 12:10 PM
    ddbikessamsara ddbikessamsara Jun 3, 2015 12:23 PM Flag

    Blissful negligence on his part. "Why should I prescribe something that would immediately improve the A1c's of my patients if they don't ask for it? It's not like an improvement in their A1c's is exactly the goal we have been targeting and striving for the entire history of diabetic treatment. Why should I, as a trained doctor who knows all about it, be bothered to help my patients?"

    Sentiment: Strong Buy

  • Reply to

    How would you like to see THIS article?

    by dldcocoa May 29, 2015 5:24 PM
    ddbikessamsara ddbikessamsara Jun 3, 2015 2:26 PM Flag

    He's got a patient that has clearly stated "For me, Afrezza has been a cure. I am a type 1 and I live like a non-diabetic." How in the world is he NOT going to write about this? He will surely be at the ADA conference and talking about it at the very least. Fellow physicians are FAR more likely to listen to a top person in the field over a canned FDA label.

    Sentiment: Strong Buy

  • Reply to

    Lines 2 & 3

    by cphammer Jun 3, 2015 2:16 PM
    ddbikessamsara ddbikessamsara Jun 3, 2015 2:32 PM Flag

    Matt said they expect to be fully operational and certified by the end of Q2. I have not seen anything that says it is complete as of today but I'm sure they will have it ready by June 30th.

    Sentiment: Strong Buy

  • Not quite sure where they are getting the numbers but it shows Afrezza scripts growing 79% in March, 10% in April and 42% in May. Meanwhile competitor RAA (novolong, humalog etc.) shrinking. This would indicate stealing share already from the big boys - THAT is why you are seeing all the Novolog ads. There has not been a single advertisement yet for Afrezza - how about dem apples?

    Sentiment: Strong Buy

  • Reply to

    Lines 2 & 3

    by cphammer Jun 3, 2015 2:16 PM
    ddbikessamsara ddbikessamsara Jun 3, 2015 3:02 PM Flag

    Just listened to the Jeffries presentation and Matt said they may even be producing the 12 unit cartridges today so clearly they are ready to go.

    Sentiment: Strong Buy

  • ddbikessamsara ddbikessamsara Jun 3, 2015 3:11 PM Flag

    My guess is they get some info from SNY on the actual scripts in progress because the Symphony numbers do not show this sort of growth - at least not yet. If these numbers are true that means the Scripts have to be showing up soon in Symphony. 79% growth in March is HUGE.

    So we have increasing publicity, increasing physician and patient interest, increasing scripts, analyst presentations, ADA conference, DTC beginning - pretty much a tsunami of catalysts vs the tired short argument "it will not sell". Which side of the story would YOU rather be on?

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Jun 3, 2015 5:31 PM Flag

    Must be no fun at all to be short and watch big chunks of your profits disappearing daily with the smell of margin calls and fear wafting in the air. The ONLY hope left is somehow there is one last gasp in the event of Q2 "not meeting expectations." Smug and smarmy Fartstain and Cramer the Clown have pretty much shot their last bullets and nobody who knows anything is going to pay attention to them any more. Reality trumps a clown act every time.

    Meanwhile looking forward to increasing scripts (up 79% in March with NO advertising), more and more stories like this one "For me, Afrezza has been a cure. I am a type 1 and I live like a non-diabetic." (thank you SAM!), the ADA conference, DTC, imminent TS deals, August debt wrapped up favorably, whew! Long hot summer coming up.

    How long can it be until someone like Dr. Bode writes a scholarly article documenting the unheard-of results his group of patients is demonstrating? Results never before attainable no matter WHAT insulin they tried? How long until the hundreds of scripts become thousands and the miracle stories become the norm?

    Ruh Roh indeed.

    Sentiment: Strong Buy

  • Reply to

    Let's guess the next bash piece topic?

    by pkgossett Jun 4, 2015 10:44 AM
    ddbikessamsara ddbikessamsara Jun 4, 2015 11:18 AM Flag

    The good news is they have used up their ammo. Nobody who really understands the story is going to pay any attention to those clowns now. Been nothing but hit pieces for weeks now and the stock has been on a tear. Way too many catalysts now and reality trumps a clown show every time.

    Sentiment: Strong Buy

  • Reply to

    Let's guess the next bash piece topic?

    by pkgossett Jun 4, 2015 10:44 AM
    ddbikessamsara ddbikessamsara Jun 4, 2015 12:56 PM Flag

    What happens if, gasp - the next article is actually from a doctor reporting that his/her patients are logging non-diabetic HbA1c levels after using Afrezza? There are lots of big endo practices around the country and by now doctors like Dr. Bode HAVE to be noticing the phenomenal results their patients are achieving. It's only a question of time before one of them writes a scholarly article. They don't have to do any elaborate trials to verify this - all they need are the CGM readings from their patients. They don't have to pay attention to an FDA label that obscures the true benefits of Afrezza - they have indisputable truth before them in normalized HbA1c readings. What doctor is not going to want to let others know about near-miraculous results like these?

    Sentiment: Strong Buy

  • Reply to

    This sums it up

    by ddbikessamsara Jun 4, 2015 12:30 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 2:35 PM Flag

    Imagine the pain of whoever is selling those January 2017 calls when the stock is at $40 on January 20th and they see their stock called away at $5. Wow.

    Sentiment: Strong Buy

  • Reply to

    ‘Breakthrough’ Inhaled Insulin Option

    by mnholdem Jun 4, 2015 3:06 PM
    ddbikessamsara ddbikessamsara Jun 4, 2015 3:18 PM Flag

    This is just TOO funny. SNY has to be loving all the free publicity they are getting. Tweets about the amazing results patients are achieving. Blogs, articles, TV news - and they haven't even begun the actual hard launch yet. Why, it's almost like they know what they are doing!

    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

  • 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 3:45 PM Flag

    Absolutely, TS is just extra icing on the cake!

    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 4:01 PM Flag

    Sums it up alright

    Sentiment: Strong Buy

  • 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

    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?

  • 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

BCOV
5.30+0.09(+1.73%)10:17 AMEDT