centralcoastinvestor, the good news is Hakan is telling us about the pediatric FDA trials, and Sanofi is doing the recruiting, protocol work with MNKD inputs, and Sanofi is running the trials. Thankfully Sanofi is in charge.
This appears to me to be the lingering debt issues Aubrey brought on CHK when Aubrey McClindon thought ng and oil prices were going to be higher or much higher. Aubrey was wrong about oil/ng price movement and levels, and CHK is having to work through his big debt mistakes. To blame Lawler, today's CEO, ignores the history of how CHK got all the debt it is working through (hint: it was Aubrey). There are low ng and oil prices, but it appears CHK will have the cash flow and assets needed to weather this cycle of low oil/ng prices.
Steve Weiss was the so called pundit on CNBC who spoke about CHK in reply to some tweet. Weiss was very unclear and maybe confused about some sale of assets that he said the seller, CHK, and the buyer, who was that (he did not say), disagreed on some tax benefit. He said the documents were published (I don't know about that nor what he is talking about), and there is some issue with taxes for the seller or buyer. If someone knows exactly what Weiss is referring to, please clarify please. Thanks.
scotlandthedog, I see you mentioned Facebook for the article blurb not Youtube. Did you read and understand it? It is about a mouse model paper. There is no work done with the patch on an actual mouse or other animal. It's a shiny curiosity puff piece.
Maybe you can get together with jstokcton2's great ads he puts on Twitter and talk to him about some viral technique you like.
scotlandthedog, you may want to get with it. All the people in advertising and analysts of advertising stocks tell anyone who wants to listen that Facebook ads are the most efficient dollar return on investment.
cedatennis, I talked to a Sanofi salesman in early June. He said they are no longer promoting Lantus, and I assume that is USA-wide. He does both Afrezza and Toujeo sales calls.
bmcgoo_03, that's why I wrote in a post a couple of days ago that for the most part being a doctor with a lot of patients is just a high level trade type profession.
sluggobear, in support of my previous post 1hr 24 min ago, stanleyttu sums it up very well. You can find his post under that handle from July 27, but here it is:
"There is going to be patient resistance to change, even with a superior product, simply for the "my current meds are working" kind of thinking. With drugs that literally put your life on the line daily, veering from the status quo isn't something diabetics do on a whim. It took me years to go from humalog pens to a pump, despite the pump being waaayyyy more effective than the pens were. But I was comfortable with the pens and so I resisted making the change. Much like how many will not change just to be on the front end of the new trend. Its likely that Afrezza will take off and swell like crazy but you absolutely have to keep this whole thing in perspective. It could be years before Afrezza claims its peak market share. Diabetics will switch, but they aren't going to run out to their doctors immediately to do it. They're going to show up at their 3 to 6 month checkups and they *might* inquire about it at that point, or maybe their doctor will suggest it. But really, anyone expecting quick uptake and market share growth needs to relax and settle in for a long ride. Hell, I plan to use Afrezza too and I haven't seen my endo to talk about it with him yet."
sluggobear, I share your inputs on the T1 and T2 diabetic population. After a lot of my reading messaging between and among diabetics I have concluded many of them who have experienced scary lows (most it appears) are genuinely afraid to change medicines in fear. Also some do not understand the negative impact orals are having on their organs -- if the doc prescribes it, they take it. I have been in R&D also (not medicine), and it is imperative to be current with the literature. Being a doctor with lots of patients is a high level trade profession. Some stay current, but many do not. Patients go to both.
rockstudricky, yes, I see his comments related to your "2 questions" post. Thanks. Looks like he already answered the trial information, and I have apparently duplicated the information to some extent. Sorry for the extra reading material, but I just don't have the time to read all the things posted on this board. I can only hope this short trial of six months can be used for Afrezza qualification in Europe. However I think Sanofi has enough data to have taken Afrezza to European approval by now.
rockstudricky and akemp3000, this six month trial ending in January 2016 is not designed to show Afrezza's superior speed and efficacy (clearly it is superior) compared to Humalog or Novolog (sadly I feel). It is really just to satisfy an FDA requirement in bullet 3 in the press release here. The requirement does not make sense as they already got this PK/PD information previously, and the Afrezza label contains the graph. Since it is being done in Germany, my own opinion is that this short, low participant (like a P1 trial) trial is likely being done for European qualification/verification as well as to satisfy the FDA. Beat me up if you wish, but when you do, please explain what in this published trial (or some other trial Sanofi is doing with Afrezza) gives an indication of some endpoint that shows Afrezza's superiority at reducing blood glucose without hypoglycemia and blood glucose remaining in a specified range considered acceptable by the FDA. I want to be wrong, but please give me some help understanding where I am wrong about this six month trial. If you cannot explain it, enlist help from someone who can explain it. I know Afrezza is superior, but this Sanofi conducted trial does not do it.
docfrezza, Bulk? Did you tell the patient to removed the cartridges from the box and pack them loosely when he goes on the road? It's a real space saver that way.
matese16, If it had all been converted at $6.80, would that have been dilution by your definition? It would have been dilution at $6.80 by my understanding of the word dilution in a financial meaning. The only way I considered no dilution would have been MNKD paid the convertible holders $100 million in cash. What would have constituted no dilution to you?
lakers_w, I don't follow. What publication or website is this?
goodbrain007, I was interested in the date(s) of CRLs for inhaled dihydroerotamine (Levadex), and my searches pulled up dates in 2013. Is that year approximately when the quote you cited was part of a CRL press release by Allergan?
mnholdem, I was able to find it on proboards, which I do not use much, but I appreciate your reply with details.
afact_hft_is_price_fixing, I realize you have to type fast due to time pressures, but what details about the labor union and/or the health insurance company can you provide?
I did not say I am getting paid 29.75%. That is the borrow rate. I have no idea what the rate is to those in the Fully Paid program. I decided not to participate so as not to help the shorts.
I looked just now. I even called FIDO and asked the guy what the borrow rate is right now. He said he still sees 29.75%. I asked him about 19.25%, and he said he did not see that for MNKD. Yes, I trade with FIDO. Do you?