Personally, I think "spiro" is as phoney as a three dollar bill. I reviewed his posts over at proboard and he had been pumping MNKD for at least a year before approval, and I couldn't find a single instance of his mentioning he had diabetes. Then come February of this year, he's SUDDENLY a type 2 diabetic whose doc has agreed to violate ALL standards of type 2 therapy and start this clown on afrezza!
Not only that but he starts him on a dose that likely wouldn't have ANY effect on an average type 2 diabetic!
And miracle of miracles, his fingersticks are near PERFECT! I mean we're talking 100 plus or minus 5 nearly EVERY time! JESUS couldn't get fingersticks as good as this character!
No, I think I'd want a notarized statement from his "PCP" detailing the "spiro" diabetic history before I'd believe ANYTHING he claimed.
Another likely pseudodiabetic is "afrezzaguy." His diabetic history as published on diabetesmine reeks of PHONEY! By the way, has anyone noticed that, just recently, "afrezzauser," "afrezzaguy," and I think at least one of the "afrezzuser" crew have started promoting Toujeo? Gee, what a coincidence, huh?
"... holding off on any marketing push until EU approval at which time they gain greater reward for their efforts."???? Well, given that they HAVEN'T yet applied for EU approval and have given NO indication when or even IF they plan on applying for EU approval, I don't think that's why they're "holding off on any marketing."
Also consider how dumb it would be to do such a thing. Most countries have socialized medicine and aren't likely to pay up for afrezza -- go back and review what the EU countries said when Pfizer tried to get exubera covered. It would be more rational to "fire all your guns" in the country where you at least have a shot at decent third party reimbursement. Not only do you have the chance to assess REAL consumer demand, but you have a chance for a "leg up" on reimbursement.
"SSH much more like pacemaker"??? Tell me which brand of pacemaker requires the user to lug around bag holding five pounds of batteries.
Over two years? Don't you mean over FIVE years? I mean, after all, Rosa said FOUR YEARS ago that he was lookijng forward to putting one in a human in 2012! What happened to THAT plan? How many cows did they fianlly kill since?
Like I said, if they got a working TETS, they should just dump c-pulse and market the TETS because it would likely be worth thousands of times more than ANY idiot aorta massager!
Right now it seems like they're letting it pretty darn quickly! No mention in SNY's conference, no mention in interview with SNY CEO -- just a dead tree waiting for a little push come January.
In physics, it's called Newton's law of dead cat bouncing -- conservation of feline energy or something like that...
"legal action against SNY"??? Oh, please! SNY effectively OWNS MNKD -- lot, stock, and afrezza! Besides, ALL of the marketing was put in the hands of SNY by MNKD! MNKD can't do jack to SNY!
Today's PR is embarassingly laughable! First, there is STILL no TETS capableof powering a fully implanted device. Hence the NECESSITY of, "The study will initially enroll patients at hospitals OUTSIDE the U.S." Yeah, let some third worlders be the guinea pigs!
But what is particularly disgusting is how OBVIOUS an attempt it is to "pump" the stock ahead of earnings next week! This and that USELESS pr about enrolling all of TWO patients and doing ONE implant in seven months a couple of days ago!
So you can pretty well bet that next week's earnings report is going to be a pretty sorry spectacle!
"...getting closer to FDA approval..."??? Well, given that since the trial started 2-3 YEARS ago, they have done only 7-8 verifiable implants and MUST do 186-187 more PLUS one YEAR before even being CONSIDERED by the FDA, I'd say "closer to approval" is an extraordinarily optimistic way of describing it!
Just listen to see if they allow Rosa to speak. If yes, go SHORT! That's all you need to know -- Rosa speaks, go short IMMEDIATELY!
"...note holders chose to convert note to equity..."??? Perhaps they didn't have a choice. MNKD may have said, it's this or we file chapter 1,1 and since the SNY obligations are senior, they get pretty much everything if MNKD goes belly up. Given the choice between nothing or a new convert, I can see the logic.
"patient friendly solution"??? Beats a silly monstrosity that doesn't do ANYTHING except maybe give the aorta a "massage"!
"Future value, nobody knows..."??? Oh, I KNOW! Same value as right now -- ZERO!
I presume you mean JOSH Jennings:
"According to TipRanks..., Jennings is a 2-star analyst with an average return of 2.8% and a 50.0% success rate."
Wow! A TWO star analyst! And a 50% success rate to boot! Every bit as good as flipping a coin!! Woo-woo! I am soooooo impressed! He might have gotten a little better return than that whopping 2.8% if he hadn't been so STUPID as to recommend SSH!
Proboards? They should rename MNKD's forum there the "MNKDcircle-jerk" board...because that's all it really is, a bunch of idiots finding a million and one excuses for afrezza's and MKND's performance.
...no, what you "missed" were REAL patients tweeting about their success with lantus and humalog...you see, REAL diabetics DON't sit around day IN, day OUT, 27/7 tweeting OVER AND OVER how they're doing controlling the glucose or bragging about a1cs!
Diabetics, contrary to what everyone expected, simply aren't all that interested in afrezza. Also, obviously enough, docs aren't interested in afrezza. Despite all the claims about "social media" pushing afrezza, you can hardly find a single diabetic related forum, blog, or facebook page that mentions afrezza. And when something does show up, it's usually from "afrezzauser" or one of his "afrezza pump crew."
Toto, I don't think we're in Kansas anymore! A new ALL TIME LOW!!! For the US, at least! Of course, over in aussieland it traded down to PENNIES per share! Probably take a little while longer over here -- people aren't nearly as smart!