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MannKind Corp. Message Board

mnholdem 530 posts  |  Last Activity: 3 hours ago Member since: Mar 19, 2014
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  • Reply to

    Surely I made an error...

    by fragslap 5 hours ago

    ◾Humalog U-200 KwikPen (insulin lispro) Injection; Prefilled Pen
    ◾Humalog (insulin lispro protamine recombinant-insulin lispro recombinant) Injection; Cartridge
    ◾Humalog Mix 50-50 (insulin lispro protamine-insulin lispro rDNA origin) Injection
    ◾Humalog Mix 50-50 KwikPen (insulin lispro protamine-insulin lispro rDNA origin) Injection; Prefilled Pen
    ◾Humalog Mix 50-50 Pen (insulin lispro protamine-insulin lispro rDNA origin) Injection; Prefilled Pen
    ◾Humalog Mix 75-25 (insulin lispro protamine-insulin lispro rDNA origin) Injection
    ◾Humalog Mix 75-25 Pen (insulin lispro protamine-insulin lispro rDNA origin) Injection; Prefilled Pen
    ◾Humalog (insulin lispro rDNA origin) Injection
    ◾Humalog KwikPen (insulin lispro rDNA origin) Injection; Prefilled Pen
    ◾Humalog Pen (insulin lispro rDNA origin) Injection; Prefilled Pen

    Exactly which one are you quoting?

  • Reply to

    Fragslap

    by rockstudricky 4 hours ago

    Frag is not nearly as good as investor_god used to be. Remember him, the basher whose uncle bought goats with the profits he made shorting? Word is that when he changed camps and became long, spilling the beans on what one of the "interests" was doing, somebody wasn't too happy. The guy just disappeared. Perhaps he is keeping Jimmy Hoffa company these days.

    These newbie bashers are rank amateurs and are way too obvious. Like everything else, bashing is probably getting outsourced to India or the Philippines. They're getting trained well, but you can still tell many of these bashers are not from the U.S.

    Sentiment: Strong Buy

  • Reply to

    Question

    by asj1953 5 hours ago

    The youngest I've heard of so far is a 13 year old girl, whose doctor prescribed Afrezza off-label for her and for her 17 year old brother. Prescribing to minors is not forbidden and the label merely states that Afrezza has not been tested on patients younger than 18.

  • On a separate, but related note (pun intended):

    According to the terms of the new SEPT 2015 notes agreement, note holders MUST convert a minimum of 25% of their notes on every day where the share price exceeds approximately 95.6% of the $4.60 floor price ($4.40 weighted). It's important to understand that the note holders DO NOT HAVE A CHOICE - they must convert 25% - 100% of their notes into MNKD common shares at the higher of either the closing share price or $4.40 (weighted). What this all means is that if MNKD share price exceeds the floor for 4 consecutive days, the notes will be 100% converted and that portion of MannKind's debt will be retired.

    Sentiment: Strong Buy

  • Technically, there are no hassles because those governments determine what the reimbursement $$$ is going to be. Often (ie Canada) those governments do NOT allow R&D costs to be factored into the drug's retail price, which is why drugs are cheaper. This also means less profit margin for Sanofi/MannKind, which is precisely why Sanofi wants to begin manufacturing Afrezza using their own "at-cost" insulin. It's likely that the higher cost insulin supplied by Amphastar will be used at the Danbury facility for the product sold in the U.S.

    Sanofi will use their own for ex-U.S. distribution. Where will the stockpiled Pfizer insulin will be sold: ???

    Lower profit margins aside, Afrezza is expected to do well in needle-phobic Japan, where Sanofi can expect a 80%-95% adoption rate over injectables for Type 1 treatment. They'll still have to convince the Japanese medical community that Afrezza has significant advantages over oral medications in order to capture the lucrative early- and pre-diabetic Type 2 market, but that holds true everywhere, including the U.S.

    90% of diabetics fall under the latter category. Treatment of early- and pre-diabetic patient treatment is the motherlode, and Sanofi knows it. We have been fortunate that many Type 1 diabetics utilize Continuous Glocuse Monitors (CGM) as the equipment has enabled them to share, in great detail, the effect Afrezza is having for controlling the disease. That's all well and good, but it will take a much greater effort and less immediate data to convince the medical community that an early insulin treatment using Afrezza can limit damage to the pancreas whereas orals, such as Metformin, cannot. Orals only delay the inevitable.

    The majority of the world's diabetics are Type 2 and there is a population that Sanofi estimated in 2014 to be 3x - 5x larger, which is the group that falls in the pre-diabetic time period that Sanofi has previously called "the lost decade" where patients should be getting insulin, but aren't.

  • mnholdem mnholdem 16 hours ago Flag

    The site is a collaborative effort of the brain trust at ProBoards-MNKD that was spearheaded by a member named compound26. There is a special subfolder for suggestions for improving the site and it's available to ProBoards members. The motley crew is currently working in adding a list of physicians who prescribe Afrezza by state, I believe, and I am truly impressed with the entire group of people working on it, especially compound26.

  • Reply to

    TRICARE Tier 2 status.........

    by avi8torslc Aug 25, 2015 9:50 PM
    mnholdem mnholdem Aug 26, 2015 11:50 AM Flag

    Anyone can keep eye on this at formularylookupDOTcom. Just for fun, go into the detail and you will discover that Pfizer Inc. has Afrezza coverage for their employees at Tier 2 with no restrictions via their plan with CVS Caremark.

    I stated a few months ago on PB that we will really start to see Afrezza getting picked up by insurers in September. I still think that will be the case..

    Sentiment: Strong Buy

  • Reply to

    Afrezza packet arrived in mail today

    by harris8109 Aug 25, 2015 5:43 PM
    mnholdem mnholdem Aug 25, 2015 7:34 PM Flag

    Have you ever used a Sanofi diabetes drug? That would get you on a mailing list, I would think.

  • Reply to

    Speculative buyout: here are the reasons

    by warrenbluffed Aug 25, 2015 5:10 PM
    mnholdem mnholdem Aug 25, 2015 7:20 PM Flag

    If true, the complete and utter ruination of managers who have shorted MNKD and smeared this company would become an example for other biotechs and just another part of Al Mann's legacy. I suspect that at some point, such as the FDA issuing its 2nd CRL in response to pressure applied by a multi-$million hedge fund (Marten Shkreli, Manager), it might have become personal for Mann.

  • Two weeks ago I said I'd be loading up this week. I expected little to come of the last earnings call that would propel the share price up. But now is the time for me. Buffet is right. If you do your work, your due diligence, you can calmly walk in to buy with no fear.

    In my humble, but educated, opinion, Nate Pile is correct when he states that MNKD is a once in a lifetime investment.

    Good fortune all.

    Sentiment: Strong Buy

  • Reply to

    Seems like a ton of old longs are gone!

    by daduke38 Aug 25, 2015 3:48 PM
    mnholdem mnholdem Aug 25, 2015 5:21 PM Flag

    The best one I've heard was yesterday from spiro, who says he's been under his desk in a fetal position, but that he's starting to venture out now. Clevans and others are right. There's really nothing left to do but wait...and, well for me anyway, to just keep accumulating shares on the cheap.

    Sentiment: Strong Buy

  • Reply to

    glencore wsj

    by c0mb Aug 23, 2015 1:45 PM
    mnholdem mnholdem Aug 25, 2015 2:40 PM Flag

    Helen Thomas, an expert reference?

    Unlike most other mining conglomerates, Glencore has a trading division, intended to offset down markets in the metals industry by investing in others. Unfortunately, I think they must have heeded bobtrammel's advice to invest in oil. Glencore got spanked on its investments in oil and coal to the tune of a 27% loss this year, and this is prior to the mini-meltdown of the past month.

    I have recently shared bob's investment gaffes with this site to keep future Polymet investors informed and aware on one thing: If bobtrammel gives you trading/investment advice, especially in mining or oil, do the opposite of what he advises.

    Sentiment: Strong Buy

  • mnholdem mnholdem Aug 25, 2015 2:26 PM Flag

    Sage advice from a wealthy-investor-wannabe living in the city of Detroit, Michigan, which filed for Chapter 9 bankruptcy on July 18, 2013. Yep, great advice comes from this sage and his many alter egos, like recommending investing in oil...ouch!

  • Reply to

    A frank discussion

    by vcppaddler Aug 22, 2015 7:45 AM
    mnholdem mnholdem Aug 23, 2015 6:12 PM Flag

    Anybody who does not believe that all the BPs want a piece of the TS Pie should search U.S. Clinical Trials for "inhaled insulin". Nearly all the BPs were working on their own version. When Pfizer failed, the remaining BPs immediately cancelled any further expensive clinical trials. Now Technosphere is approved and the BPs have nothing available or even in the pipeline that can compete and they know it. Sanofi got the License and Collaboration Agreement for MannKind's 1st Technosphere drug for diabetes as well as a future TS delivered GLP-1 for diabetes.

    I would be surprised if other BP companies are not already making overtures to MannKind for the rights to collaborate with the new Technosphere drugs.

  • Reply to

    "Ominous" news on cafepharma...

    by fragslap Aug 22, 2015 9:07 AM
    mnholdem mnholdem Aug 22, 2015 10:28 PM Flag

    That's not true. I read that on the internet.

  • Reply to

    No samples left!

    by snrlvr1 Aug 22, 2015 10:03 PM
    mnholdem mnholdem Aug 22, 2015 10:26 PM Flag

    MannKind management stated during Q&A at the earnings call that production of sample packs is ongoing.

  • Reply to

    A frank discussion

    by vcppaddler Aug 22, 2015 7:45 AM
    mnholdem mnholdem Aug 22, 2015 10:22 PM Flag

    There are 140,000+ primary care physicians in the U.S. In 2010, American Board of Internal Medicine statistics showed that there were 5,811 board-certified endocrinologists.

    Sanofi/MannKind have told investors that, at launch, they introduced Afrezza to a small focus group of endocrinologists. They also explained the purpose of the controlled launch. Next, Sanofi/MannKind targeted an even smaller group of specialists called diabetologists.

    Of course, any diabetic that wanted Afrezza could get it, even though it as difficult for many patients as we've seen posted many times. The reason script counts are low, but steady, is because sales have been directed through a very small number of endocrinologists/diabetologists. Data was gathered through this limited number of specialists and will be used for multiple purposes, primary among these are to improve the physician education and patient support programs, insurance coverage negotiations and the publication of peer reviewed studies.

    The big sales push has not even happened yet, so FUDster posts claiming that Sanofi cannot or will not sell Afrezza are blantantly false. When Sanofi starts the big push, you will know beyond any doubt that Afrezza will make it BIG in the market. Whether Afrezza will dominate all current human and RAA insulins remains to be seen, but I think the Afrezza success stories by patients of this very small group of doctors working with Sanofi indicates that big sales are likely after Sanofi begins its big push.

    Good fortune all.

    Sentiment: Strong Buy

  • Reply to

    Afrezza's True Benefit & Differentiator????

    by cb7010 Aug 22, 2015 11:01 AM
    mnholdem mnholdem Aug 22, 2015 9:17 PM Flag

    The information in your first two sentences is blatantly false.

    When a health person starts to eat a meal, the beta-cells kick into high gear. Their stored insulin is released immediately. Then, if the blood sugar concentration rises over 100 mg/dl, (5.5 mmol/L) the beta-cells start secreting more insulin into the blood stream. This early release of stored insulin after a meal is called "First Phase Insulin Release." In a healthy person it keeps the blood sugar from rising very high because it is available to meet most of the glucose that comes from the digestion of the current meal.
    The amount of insulin secreted in the first phase response to a meal is usually determined by the amount of glucose encountered in the previous meal. In a healthy person, this first phase response peaks a few minutes after you've started your a meal. The blood sugar rise caused by the meal peaks about half an hour after you start eating.

    In fact, it is the REDUCTION in a person's first phase insulin release that signals technicians that there may be deterioration of pancreatic beta cells which is often indicative of pre- or early-diabetes.

  • mnholdem mnholdem Aug 22, 2015 8:22 PM Flag

    It's possible that because of California's exhorbitant business tax code, MannKind will not announce any kind of M&A deal(s) until corporate headquarters has been relocated,

    From:
    MannKind Corporation Headquarters 28903 North Avenue Paine Valencia, CA 91355
    To:
    MannKind Corpration Headquarters 1 Casper St, Danbury, CT 06810

MNKD
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