10) They use vague terminology to convey absolutely nothing about strategy, expectations, future applications.
If you do in fact go to the shareholders meeting I hope you will convey our deepest frustrations with their performance.
I would just like dome clarity around WTH the plan actually is? That really isn't an unrealistic expectation. At the moment we have controlled launch strategy..... whatever that is.
IMHO a market-wide correction could actually help MNKD. It appears to me that they are using market gains to fund their MNKD short. You will remember that awhile back we had a small market correction / blip and MNKD stock did quite well. AF even mentioned that it was due to margin calls. Also a correction could direct short efforts elsewhere. JMHO
Yep she is going to try again in May. In the doctors defense I think she was a little timid in asking for it (not knowing a lot about it and being skeptical herself ). After seeing the results and reading some of the blogs she is more adamant about it now.
I'm afraid to say I will keep you posted, but I will keep you posted. She is of the mind now that she will switch doc's if necessary.
I'm not an endo by any means, but wouldn't someone requiring a 30U correction be far along in disease progression? If so I would assume, again not an endo, that they would also be utilizing a basal which could lower this requirement?
SNY has said all along their biggest push in the TII are the lost decade crowd (resistant to starting insulin intensification) who is early in disease progression and likely not far down the insulin resistance road. If the current treatment benefits play out, afrezza could prevent full blown TII in this population.
Regarding TI, my gf who is TI loves what she is seeing on social media about afrezza. IMHO I think we will have success in the TI market as well.
I'll double that!! It does try one's patience for sure!
I'm looking forward to they day of missed opportunities! You know.... man I really should have bought more then...... instead of this constant stream of buying opportunities.
I'm not totally sure if this has been touched on before but why not put it out there in the absence of information from MNKD and SNY?
Isn't it possible that the "controlled launch" is actually a way for SNY to claim all the things that the FDA wouldn't allow them to claim on the label without having to do the studies?
To perform the necessary studies to 1) clearly show superior PK/PD 2) demonstrate lower risk of hypoglycemia 3) demonstrate not only non-inferiority but superior A1C control, would take years and lots of money to run the trials.
Instead of running the trials are they purposely rolling this out is a most limited way (sure seem obvious) to gain the support of a few influential Endo's and early adopters to spread the word of the above benefits? As soon as the A1C's are in for the early adopters there is nothing preventing (to my knowledge) Endo's from conveying their experiences with Afrezza at scientific meetings, and for them (MNKD) to reference these experiences at investor meetings.
Is it possible too for them to run a commercial with early adopters showing their A1C's and/or experiences with lower hypo's etc? In all honesty I doubt this is allowed but there is nothing preventing social media from performing this task as we have already seen.
Again we really don't know what the "controlled launch" is really all about but for me the pieces are falling into place and I hope we see some aggressive moves in the very near future.
Good luck to all longs! Its been a hard road but I am sticking with it!!
It has been my hope that the 12U cartridge approval is a pre-requisite for a strong push into the TII market. Maybe now that Toujeo and the 12U cartridges are approved we will finally see thy mythical phase II we have all been waiting for?
I'm in the same boat. Frustrating but I believe that the science will eventually win the day.
It is my understanding, which could always be incorrect of course, that 8% of diabetics die from hypo event in their lifetime. This obviously is still VERY HIGH.
Honest mistake I am sure. I believe what he/she meant is that 8% of diabetics die from hypo in their lifetime. This is WAY TOO MUCH.
But..... we are just moving with the index today. Nothing better nothing worse. Given the lackluster scripts this tells me that 'we' are a pretty dedicated and hardcore group of retail investors that are not going to sell on a whim and 'we' all are taking a long view.
Personally I have a three year window and I'm holding until then come ### or high water. The science and the product is what got me here, and I hope in the end it will carry the day, because it appears its going to have to.
Good luck to all longs.
50 and 200 day moving average is 5.00 I ask you who's money is dead? The shorts are getting impatient too.
Her feedback holds a lot of weight with me too! She is objective and only has diabetics in mind. She is not invested in MNKD.
Yes Im not saying that I think there will be one either. Its just not totally out of the question for SNY to have a booth with video.