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MannKind Corp. Message Board

dontdropyourlunch 96 posts  |  Last Activity: 8 hours ago Member since: May 9, 2000
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  • Reply to

    Pioneering T2 Paradigm Shift

    by badbert3 12 hours ago
    dontdropyourlunch dontdropyourlunch 8 hours ago Flag

    badbert3, I appreciate your posting this, but where is the case history quote lifted from? Who or what published this information and when?

  • dontdropyourlunch dontdropyourlunch 18 hours ago Flag

    watjnj, when you sign the margin agreement, it is incorporated in that agreement. If you really had a taxable account that was also a cash account, you would need to negotiate before you converted to a margin account (and actually Not convert to a margin account). If you have some kind of IRA type account, those are cash accounts and you can get interest for letting Fidelity loan out those shares.

  • dontdropyourlunch dontdropyourlunch 19 hours ago Flag

    watjnj, if you really did that, Fidelity already can loan them already. You will get no money/interest for that. Good luck staying out of traffic.

  • Reply to

    just met with sanofi reps

    by drionache 19 hours ago
    dontdropyourlunch dontdropyourlunch 19 hours ago Flag

    drionache, is this your original post?
    launch is very smart. all preparation are in place: spirometer reps, ICD codes to bill for spirometry available, code for billing for patients with needle fobia. most insurances have afreza on formularies
    limited samples. each doctor given 3-6 samples then sanofi follows up if they will write prescriptions.
    one endocrinologist is already on afrezza and he is very happy.
    TV commercials will start in July after target doctors will be educated by the reps. they have a list of target doctors.
    GS knew all this info before me and probably are buying shares now. number of prescriptions should be low now because few samples available.
    i got my demo inhaler, very small
    afrezzauser may be a speaker for sanofi.
    i am very excited and patient.
    drug reps and doctors are very excited also

  • Reply to

    Afrezza And A1c Targets

    by centralcoastinvestor Mar 4, 2015 12:00 PM
    dontdropyourlunch dontdropyourlunch Mar 4, 2015 1:59 PM Flag

    centralcoastinvestor, doctor.stockpicker wrote about ACCORD about a month ago, and you can find his input at this url down the page. I would just add that instead of lead, his post should read led. It changes the meaning to what I am sure he meant.

    http://finance.yahoo.com/mbview/threadview/;_ylt=ArDTB8ib4b_5Q1HnS9uP6ojeAohG;_ylu=X3oDMTB2Z2ZpNzZwBHBvcwMxNgRzZWMDTWVkaWFNc2dCb2FyZHNYSFJVbHQ-;_ylg=X3oDMTBhYWM1a2sxBGxhbmcDZW4tVVM-;_ylv=3?&bn=0243242e-59fb-3abc-8d27-962c7bf26a1d&tid=1422667066007-e15ee151-5c45-4e3a-aef2-81e4b3c231c1

  • dontdropyourlunch dontdropyourlunch Mar 4, 2015 12:53 PM Flag

    mswrichmond, you have been quiet since your Sanonfi rep meeting last month where you loaded up with Afrezza samples and copay cards. How has it been going for you and your patients now that you have some of them on Afrezza, and you have likely been able to follow-up.

  • Reply to

    A1C

    by rmerritt33 Mar 4, 2015 9:38 AM
    dontdropyourlunch dontdropyourlunch Mar 4, 2015 10:09 AM Flag

    rmerritt33, I think doctors will start to get feedback in June 2015 instead of September as you forecast. The reason I think is the ADA scientific sessions in June in Boston. I feel sure there will be some papers presented at such a forum with some Afrezza studies or preliminary study data on various figures of merit, including A1c. The word will start getting out there, because diabetes researchers will be talking about what they are seeing in their labs and studies.

  • dontdropyourlunch dontdropyourlunch Mar 3, 2015 12:26 PM Flag

    The Sanofi R&D guy normally does not say much about Afrezza, but now that Sanofi has launched Afrezza he might say more. It's a positive if he says more, but should he do his normal routine and say very little about Afrezza it is sort of neutral imo.

  • Reply to

    113 new scripts

    by sean76092 Feb 27, 2015 8:37 AM
    dontdropyourlunch dontdropyourlunch Feb 27, 2015 11:18 AM Flag

    avi8torsic, are you aware when you lift text from someone's publication you should put it in quotes or at least reference it? I recognize the post above is not your own work, but why confuse people who might think it is your work.

  • dontdropyourlunch dontdropyourlunch Feb 27, 2015 12:16 AM Flag

    That didn't work either. Rats!

  • dontdropyourlunch dontdropyourlunch Feb 27, 2015 12:14 AM Flag

    brheavy, try Rat's #$%$ Analog. Just a suggestion.

  • dontdropyourlunch dontdropyourlunch Feb 25, 2015 12:38 PM Flag

    richlittle35, until and unless someone in a Fido cash only account releases some MNKD shares via the legal paperwork route, Fido has no shares available. Of course unless sometime during the day some short covers and returns some shares to Fido. You will have to call Fido if you want to get in line for some shares. The number they give is 800 544 6666. I just tried it, and that number wants your user id or ss number to get in easily. That means it's for account holders. Otherwise if you want in you likely will have to wait for the call to move you to a general means of getting to an operator or software guide to an operator.

  • dontdropyourlunch dontdropyourlunch Feb 25, 2015 11:51 AM Flag

    childers, if your money or stocks are in a margin account, they can definitely be loaned out at any time. When you signed up for a margin account, that is one of the items you grant your broker. They are all set up that way. Your stocks are in street name.

  • I can see on my Fido quotes they are charging 29% to borrowers of MNKD shares. I have not called to see how much of that they pay the owner of the shares. When they charged 24.75% it was about 17.5% paid the owner as I recall. At 29% I would imagine Fido pays 22.5% or so. Just think about this. For those shares in taxable accounts that are on margin Fido is getting all 29% of that money!! Most of the shares that will be loaned out of these IRA type cash accounts will be borrowed by market makers who will service their options customers.

  • dontdropyourlunch dontdropyourlunch Feb 25, 2015 2:14 AM Flag

    bullcall56, I don't want to loan out my shares either, and I own a Lot of MNKD shares. Yes, the shorts do have a problem in that Afrezza works much better with far less complications than almost anyone knew it would. It did not take that much work or due diligence to realize Afrezza, once dissolved, is identical to the insulin secreted by the pancreas, but it is secreted upstream from the lungs instead (that is even better for diabetics). That is not what Exubera was. So there was some chemistry and physiology to know, but for as many $$ as these shorts were betting they could have found people who would have explained it to them. How about they could have even gone to MNKD and tried sincerely to understand how Afrezza works. Maybe it's like Shaq says, "Analytics against me is going to lose everytime." Perhaps the shorts relied too much on FDA phase 3 trial data before making bet after bet. I've looked at maybe six or seven people (maybe more) on twitter who have gotten prescriptions for Afrezza who had never tried Afrezza, and from the first dose noticed consistent glucose control for highs and lows they never had achieved or thought possible. Their results are like Afrezzauser's results, but Afrezzauser appears to be more rigorous in his plan to push his control over his blood glucose.

  • dontdropyourlunch dontdropyourlunch Feb 24, 2015 10:08 PM Flag

    bullcall56, sometime last week I got another call (maybe the 3rd one in past couple of months) from FIDO offering me 17+ percent for my MNKD cash shares. This time I decided to let them email me the paperwork to see what the terms are. I have not read the documents yet, but I did ask the Fidelity woman who made the call to me what the highest interest rate she could recall for a stock borrow. She said she could recall 81% on some stock she could not identify. Also for those people who are doing calculations of how much money per day you might make, they divide your interest rate by 360 not 365 or some other number. You are getting that amount per day, and I assume it's a mark to the market each day you allow the borrow. These shares that you guys are loaning to your broker are going (getting loaned) to various market makers who are acting on their customers' wishes, and the customers are mostly expressing their opinion in the options market for MNKD. Of course some nutty broker might be loaning the shares directly to a hedge fund, but as stretched as most of them are I am dubious of that.

  • dontdropyourlunch dontdropyourlunch Feb 24, 2015 5:53 PM Flag

    rickandmark10, well doctor.stockpicker on this board said there are samples. He said the Sanofi rep did not have them on his office visit last week, but the rep told him he will bring Afrezza samples to him on his next visit. You can look up doctor.stockpicker's post on this board somewhere.

  • dontdropyourlunch dontdropyourlunch Feb 24, 2015 10:44 AM Flag

    joeblow180, you indicated you got a prescription for Afrezza in the past few days. How is it working for you?

  • dontdropyourlunch dontdropyourlunch Feb 22, 2015 3:29 AM Flag

    phorensicguy and biofellowtraveler, you should have corrected my mistake. It is a 40 mg/day pill needed to accomplish what a 1 mg/week injection yields in HbA1c reduction. So we need to multiply the pills by 7. (7 days/week) * (40 mg/day) = 280 mg/week. That's 280 times more semaglutide needed taking the pill than a single weekly injection. So this had better be a very low cost molecule with a low cost of manufacturing to get a go ahead for phase 3 trials.

  • dontdropyourlunch dontdropyourlunch Feb 20, 2015 7:52 PM Flag

    biofellowtraveler, I checked. These are phase 2 results. The same GLP-1 side effects were present. The most common adverse events were related to the gastrointestinal system, primarily nausea and vomiting, and diminished over time. Users of GLP-1s today know how that "diminished over time" is working for them. They had to use 40 mg in a pill to get the same 1.9% reduction of HbA1c as a 1 mg subcutaneous injection of the semaglutide (the GLP-1 which is already available today by injection). That means the bioavailability using the Emisphere delivery technology was quite low due to the digestive system's chemical reactions. Look up the number of warnings on these GLP-1s, and it is daunting even today with the subcutaneous GLP-1 version of this available today as a once a week injection.

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