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TriQuint Semiconductor, Inc. Message Board

lakers_w 188 posts  |  Last Activity: Feb 28, 2015 3:29 PM Member since: Jun 13, 2000
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  • MannKind (MNKD) Afrezza Week 5 IMS Prescriptions Up 10%
    1:28 PM 2/27/2015 - StreetInsider
    MannKind (NASDAQ: MNKD) Afrezza weeklyTRx and NRx was 86, according to RBC analyst Adnan Butt, citing IMS. This is up 10.3% week-over-week.
    "Afrezza IMS based sales estimate: ~$37,500 based on cumulative 218 TRx YTD and an assumed net price of $158-195," said Butt. "TRx must grow 11.9%-12.5% to reach our 2015 forecast."
    RBC Capital has an Outperform rating on MannKind.

  • maximum-painDOTcom/max-pain.aspx
    Beware of Max Pain on 2/20 OpEx is $7. Shorts will attempt to drive pps below $7 by 2/20/15.

  • 2M shrs dumped at 2:08EST 2/5/15. Shorts will not give up w/o a fight. What would it take for shorts to give up and cover ?

  • lakers_w lakers_w Jan 28, 2015 9:23 PM Flag

    twitterDOTcom/afrezzauser has a bunch of pictures


    Father, Business Owner, Type 1 Diabetic. He was a Patient in the Afrezza Trials. FDA AdCom Speaker #1
    Aria Vegas Sanofi Launch Speaker #1. He signed NDA. That's why he neither confirmed nor denied his testimonial there.

  • lakers_w lakers_w Jan 28, 2015 2:14 PM Flag

    TS deals TBA ahead of schedule.

  • MannKind [Trend Analysis] could be the recipient of a short squeeze at present. As the chart below shows the percentage of the float currently being shorted is some 33% and has been steadily rising to this level since April 2014.

    What is most interesting is that, as can be seen in the chart above, MannKind Corp (NASDAQ:MNKD) had its short interest peak at just above 40% in mid-March 2014 then it came crashing back down by the end of March and the stock sky rocketed as shorts had to cover with more buying and the stock ran up all the way from $4 to nearly $11.

    Stocks that are heavily shorted are appealing to go long with, as mentioned above; this can lead to a sharp rise when good news comes as the shorts begin to cover their positions.

    As such with MannKind reporting some fairly good news of late, the shorts must be starting to get worried. One such piece of good news is MannKind’s new product Afrezza, an inhalable form of insulin. Such a product is very exciting and certainly is great news for the company.

    Holding MannKind Corp (NASDAQ:MNKD) down will be difficult if they keep releasing good news. If the short interest rises back up to the 40% levels, such a squeeze will most definitely put the thesis back on the table and coupled with good news, may well see the price rise a lot sharper.

  • Reply to

    Could anyone verify Sanofi is Acquiring 5% Mnkd?

    by lakers_w Jan 26, 2015 2:05 PM
    lakers_w lakers_w Jan 28, 2015 11:48 AM Flag


  • lakers_w lakers_w Jan 28, 2015 11:46 AM Flag


  • Reply to

    Anne Peters: Advances in Diabetes, 2014, Afrezza

    by lakers_w Jan 28, 2015 3:20 AM
    lakers_w lakers_w Jan 28, 2015 3:24 AM Flag

    Bode BW, Lorber DL, Gross J, et al. Reduced hypoglycemia risk with an inhaled insulin compared to injected prandial insulin in type 1 diabetes. Program and abstracts of the American Diabetes Association Annual Meeting; June 13-17, 2014; San Francisco, California. Abstract 127-OR.

    Doheny K. Inhaled insulin: What to tell patients. WebMD Health News. July 1, 2014. medscapeDOTcom/viewarticle/830050 Accessed December 15, 2014.

  • Anne Peters: Advances in Diabetes, 2014

    New Drugs, Old Drugs, and the In-Between

    Inhaled Insulin

    Patients have long dreamed of a way to take insulin without shots, and with the FDA's approval of the inhaled insulin Afrezza®, they will have the opportunity when Sanofi begins marketing the novel insulin next year.

    The ultrarapid inhaled insulin has a peak action in 15-20 minutes, making it much faster than current rapid-acting injected forms, which take 45-90 minutes to peak. Afrezza also has some clinical benefits, including a lower risk for hypoglycemia and less weight gain in patients with type 1diabetes, plus a 0.4% improvement of A1c in patients with type 2 diabetes. But the biggest attraction may come from the lifestyle benefits of using the whistle-sized inhaler instead of giving injections.

    Needle-phobic patients with type 2 diabetes needing mealtime insulin might prefer starting with an inhaled version, which could reduce treatment barriers. Patients with type 1 may prefer to inhale rather than inject while dining with others, for example.

  • lakers_w lakers_w Jan 27, 2015 11:00 PM Flag


  • lakers_w lakers_w Jan 27, 2015 7:43 PM Flag

    It is worth noting that a sizable chunk of the short position was already in place before the company released its clinical trial results back in the summer of 2013. I think those who are still short believe that Afrezza will, in fact, be as big a failure as Exubera. For all the reasons discussed above, I think Afrezza is likely to fare much better than Exubera did, and, though I’m not predicting it with certainty, I do believe the odds are pretty good that it could end up becoming the mealtime insulin of choice as time goes by.

    Ken: What else does MannKind have in their pipeline?

    Nate: Although Afrezza has been the primary focus for both the company and investors alike for the past couple of years while the drug has moved from clinical trials to commercialization, I believe it is worth noting that Afrezza is actually just the first in what should eventually be a long line of drugs that will be brought to market using MannKind’s Technosphere drug-delivery platform, a proprietary system for formulating and delivering drugs to a patient’s bloodstream via the lungs in an extremely fast and convenient manner.

    In particular, chronic pain medications and migraine medications have been mentioned by management in the past. In addition, drugs to treat conditions in the lungs would be obvious candidates, as would just about any other situation in which “lots of needle sticks” could be reduced or eliminated if an inhalable version was available instead.

    Ken: Do you have any final thoughts you’d like to share?

    Nate: One of the most valuable lessons I’ve learned over the years is that it almost always pays to “follow the smart money”… and, in this case, I am more than happy to have my own money invested alongside Al Mann’s $960 million.

    Not only do I believe Afrezza has the potential take a serious bite out of the existing mealtime insulin market, but future applications of the Technosphere platform have the potential to be game changers as well.

  • lakers_w lakers_w Jan 27, 2015 7:16 PM Flag

    Nate: While it remains to be seen exactly where MannKind’s marketing partner Sanofi (NYSE:SNY) decides to price Afrezza, MannKind has been saying all along that it believes it will priced competitively with the existing “pens” that are on the market… and early indications suggest that this is, in fact, the price range that the product is starting to show up in at pharmacies around the country.

    As far as “paying for convenience” goes, I think it is important to keep a couple of things in mind when looking at Afrezza through the eyes of an insurance company. While the idea of “no needles” can be thought of as merely being a convenience, the bottom line is that paying for the complications that arise when diabetics are not taking their insulin properly is far more expensive than simply providing them with insulin in a form that increases the odds they will use it correctly… and I have been hard pressed to find anyone who has said they would prefer a needle over a deep breath. Naturally, if folks are more willing to stay on top of their insulin needs, they are less likely to suffer the complications that arise from poor blood sugar control.

    So, assuming Afrezza does, in fact, get priced competitively versus existing delivery systems… but also ends up promoting better patient compliance (which, in turn, means fewer complications)… I believe it will end up being a winner in the eyes of insurance companies.

    Ken: There is a rather large short position in the stock – 75 million shares out of the roughly 400 million that are outstanding. In my experience, short sellers generally don’t bet big unless they think they’ve got a sure thing. What are the shorts looking at?

    Nate: While it looks like 75 million shares are short against 400 million outstanding, roughly 40% of the stock is held by Al Mann, so the short interest is actually even quite a bit larger that it first appears relative to the available float.

  • lakers_w lakers_w Jan 27, 2015 6:04 PM Flag

    Ken: What makes you think Afrezza is not going to suffer the same fate?

    Nate: What really sets Afrezza apart from other existing meal-time insulins is the fact that it enters and leaves the body in a manner that is much more similar to how the body actually produces and uses insulin, than anything else currently on the market. In contrast, Exubera had the same PK profile as existing mealtime insulins already on the market. I believe this “fast in, fast out” mechanism of action is going to allow diabetics to achieve a much higher degree of success in controlling their blood sugar levels… and this is a big deal not only for patients and their quality of life, but also for physicians and insurance companies as well.

    In addition, it should be noted that Exubera’s delivery device was the size of a small fire extinguisher – it was hardly convenient to carry around, and definitely not the sort of thing that anyone would want to whip out in public. Afrezza’s delivery device is roughly the size of a small whistle and requires virtually no effort to load and use. Putting these two pieces together – the convenience factor and especially the improved PK profile – I think there is a good chance Afrezza could quickly and quietly become the mealtime insulin of choice.

    Ken: How many patients are there who could benefit from Afrezza?

    Nate: The general consensus is that roughly 350-400 million people around the world have been diagnosed with either Type 1 or Type 2 diabetes, and this number is currently forecast to grow to over 550 million in the next 20 years. Not everyone who is diagnosed with diabetes ends up needing to take insulin to control their condition, but we are still talking about a very large potential patient population.

    Ken: I am guessing that with the new technology involved, manufacturing Afrezza can’t be cheap – won’t pricing be an issue? And will insurance companies be willing to pay for “convenience”?

  • Ken: Why is Afrezza better than insulins currently sold by market leaders Novo Nordisk (NYSE:NVO) and Eli Lilly (NYSE:LLY)

    Nate: To be sure, the advantage that gets talked about first – and usually with the most enthusiasm – is the fact that it is inhaled rather than injected, and while this will admittedly play a bigger role with newly diagnosed diabetics going forward, than it will with existing patients who are already used to injecting themselves several times a day, my own very small (and admittedly unscientific) survey suggests that a sizable portion of this patient population would also be more than happy to skip the injections, despite the fact that the needle sticks have become ‘tolerable’ as smaller and smaller needles have become available over the years.

    In addition, a number of people I have spoken with have expressed excitement at the thought of being able to take their insulin during lunchtime meetings (or any other restaurant situation, for that matter) by simply taking a discrete puff on their inhaler, rather than leaving the table to give themselves an injection or playing the old “jab their leg under the table” game in order to spare others from watching the injection.

    However, along with this “ease of use” feature, I believe an even more important piece of the puzzle is Afrezza’s pharmacokinetic (PK) profile, something we can talk about a little later in the interview.

    Ken: If memory serves me correctly, there was another inhalable insulin on the market a few years ago, and it failed badly.

    Nate: Well the last attempt at an inhalable insulin, Exubera, which was marketed by Pfizer (NYSE:PFE) did, in fact, go down as perhaps one of the greatest flops of all-time in pharmaceutical history. Pfizer pulled the plug on the product after it generated only $12 million in sales in its first nine months on the market! Needless to say, its resounding failure has been a cloud hanging over MannKind ever since.

  • lakers_w lakers_w Jan 27, 2015 12:20 PM Flag

    Picx of Pricing on computer screen to prove it.

  • signup4DOTnet/Upload/KAIS13A/PHYE427E/Peters%20-%20Diabetes%20Pharmacology%20Update.pdf

    20th Annual Kaiser Diabetes Symposium

27.550.00(0.00%)Dec 31 4:00 PMEST

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