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Taiwan Semiconductor Manufacturing Company Limited Message Board

dontdropyourlunch 66 posts  |  Last Activity: 23 hours ago Member since: May 9, 2000
  • Reply to

    Hospital pharmacist

    by cedatennis Aug 1, 2015 8:43 PM
    dontdropyourlunch dontdropyourlunch 23 hours ago Flag

    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.

  • Reply to

    Hospital pharmacist

    by cedatennis Aug 1, 2015 8:43 PM
    dontdropyourlunch dontdropyourlunch Aug 2, 2015 2:39 AM Flag

    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.

  • Reply to

    Last Night's Afrezza Dinner Program

    by neelmonsta Jul 31, 2015 2:00 PM
    dontdropyourlunch dontdropyourlunch Jul 31, 2015 5:23 PM Flag

    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."

  • Reply to

    Last Night's Afrezza Dinner Program

    by neelmonsta Jul 31, 2015 2:00 PM
    dontdropyourlunch dontdropyourlunch Jul 31, 2015 3:56 PM Flag

    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.

  • Reply to

    Plann B in my opinion

    by rockstudricky Jul 30, 2015 4:58 AM
    dontdropyourlunch dontdropyourlunch Jul 30, 2015 4:55 PM Flag

    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.

  • Reply to

    Plann B in my opinion

    by rockstudricky Jul 30, 2015 4:58 AM
    dontdropyourlunch dontdropyourlunch Jul 30, 2015 4:18 PM Flag

    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.

    httpsCOLON//clinicaltrialsDOTgov/ct2/show/NCT02470637

    httpCOLON//wwwDOTfdaDOTgov/NewsEvents/Newsroom/PressAnnouncements/ucm403122.htm

  • Reply to

    Well would you look at that...GREEN

    by pkgossett Jul 30, 2015 1:25 PM
    dontdropyourlunch dontdropyourlunch Jul 30, 2015 1:50 PM Flag

    amgvelocity1, you have 8.5 more days to have the opportunity.

  • Reply to

    A1c levels

    by docfrezza Jul 30, 2015 10:25 AM
    dontdropyourlunch dontdropyourlunch Jul 30, 2015 1:14 PM Flag

    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.

  • dontdropyourlunch dontdropyourlunch Jul 29, 2015 1:48 PM Flag

    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?

  • dontdropyourlunch dontdropyourlunch Jul 24, 2015 5:00 PM Flag

    lakers_w, I don't follow. What publication or website is this?

  • Reply to

    New(?) Wikipedia article on "Inhalable Insulin".

    by prcgorman2 Jul 23, 2015 12:30 AM
    dontdropyourlunch dontdropyourlunch Jul 23, 2015 10:17 AM Flag

    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?

  • Reply to

    Afrezza now has preferred staus

    by afact_hft_is_price_fixing Jul 16, 2015 8:29 AM
    dontdropyourlunch dontdropyourlunch Jul 16, 2015 3:27 PM Flag

    mnholdem, I was able to find it on proboards, which I do not use much, but I appreciate your reply with details.

  • Reply to

    Afrezza now has preferred staus

    by afact_hft_is_price_fixing Jul 16, 2015 8:29 AM
    dontdropyourlunch dontdropyourlunch Jul 16, 2015 11:18 AM Flag

    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?

  • dontdropyourlunch dontdropyourlunch Jul 14, 2015 6:08 PM Flag

    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.

  • Reply to

    Fidelity interest down again to 19.25%

    by nialla44 Jul 14, 2015 4:24 PM
    dontdropyourlunch dontdropyourlunch Jul 14, 2015 5:42 PM Flag

    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?

  • Reply to

    Fidelity interest down again to 19.25%

    by nialla44 Jul 14, 2015 4:24 PM
    dontdropyourlunch dontdropyourlunch Jul 14, 2015 5:36 PM Flag

    I still see 29.75%.

  • Reply to

    JAN 2017 Calls vs. Puts

    by animal.spirits59 Jul 10, 2015 4:46 PM
    dontdropyourlunch dontdropyourlunch Jul 13, 2015 12:53 AM Flag

    prcgorman2, I can tell you it is almost always advisable to sell time rather than buy time in the options market. The statistic I keep in front of my mind (from long ago) with options is that about 80% of options held to expiration expire worthless. Given that, it should not take much thought to realize it is almost always better to sell the options than to buy them. Pick some conservative stock, buy it, sell some covered calls against it. Watch what happens to your learning. Alternatively pick some stock you want to own, and sell some puts at a lower strike price than it currently trades. You might get the stock put to you (you may be forced to buy it), or the put may expire worthless and you collect the premium you sold. That could amount to 10 to 12% interest per year, better than that if your timing is good when you execute the naked put. If you have never traded options, I don't think MNKD is the way to start. At the current prices of MNKD the price is like an in-the-money call anyway, and you will own the stock with a 100% delta.

  • I normally don't buy calls (buy time), but I was poking around and saw Jan 2017 $3 calls were trading at $2.48 while July 17 2015 calls were likely tradable at maybe $2.20 or $2.25. Looked like almost no time premium for 1.5 years of time. I already own a ton of MNKD shares, and I don't need to bother with calls. However I thought I would have some fun for a while, and I bought just 10 Jan 2017 calls for $2.50 each. They traded at 1:30 pm and 1:45 pm. I have no idea what institution, etc., sells these very long term, pretty deep in the money calls for almost no time premium even relative to like calls that expire in just one week, but thanks.

  • Reply to

    Spiro on proboards

    by end2war Jul 8, 2015 1:56 PM
    dontdropyourlunch dontdropyourlunch Jul 10, 2015 2:53 AM Flag

    promannkind, thinking that a T2's staying on metformin is a good idea makes no sense when an ultra fast acting insulin, Afrezza, is available. Unless the T2 is too far gone, Afrezza is the way to go. If too far gone on the blood glucose, then a basal insulin plus Afrezza should be what the doctor prescribes. Metformin is a liver/kidney damager plus a pancreas squeezer. Metformin makes T1s out of T2s much of the time. It's attraction appears to be its super cheap prescription price.

  • Reply to

    What was amy's latest A1C?

    by sellhighdrinklow Jun 29, 2015 9:57 PM
    dontdropyourlunch dontdropyourlunch Jun 30, 2015 2:51 AM Flag

    I don't know where Amy is on vacation, but in addition to being a type 1 diabetic she reported in a tweet months ago she is a celiac. FYI in case that detail has been omitted.

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