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MNKD is the classic example of what the stock market calls a "battlefield stock". Two sides are firmly entrenched in their positions. Two sides are convinced they are absolutely right and the other side is absolutely wrong. Neither side will yield.
There are generals on both sides with $billions at stake, so it's easy to compare what has been happening to a war. My real concern is how long it has taken and continues to take in order to get Afrezza to those diabetics who need it.
There are casualties, for certain, and not merely the financial ones we share holders tend to stay focused on. In all my years of investing, I've never seen this many powerful enemies and short interests aligned against a company with a single medical breakthrough. It's what makes me believe that Technosphere must truly be remarkable. With truly disruptive technology and perhaps one of the greatest medical achievements witnessed in our lifetime, MannKind stands to become one of the greatest investment opportunities ever seen.
Afrezza is the Greatest Diabetes Drug in a Generation
...because it: 1) is the ONLY diabetes drug that simulates a healthy pancreas, 2) leaves the body rapidly without keeping harmful drugs in the body that damage organs over time like all other current diabetes drug options, 3) lowers A1c numbers, 4) is very easy to use and 5) doesn't require needles.
Bottom line is that Afrezza is the first diabetes drug in a generation that significantly improves the quality of life for diabetics. Anyone who thinks Afrezza is going away because of slow starting sales and an artificially low stock price either has their head in the sand or is choosing greed over humanity. Sanofi and Al Mann know better than anyone what they're doing. It's only a short matter of time before Afrezza becomes available globally and MNKD becomes the turn-around darling of wall street, but first the wolves of wall street must trick and frighten novice investors into selling.
This is a rough patch for MNKD and the biotech sector as a whole. It's at this point that investors buy what everyone else hates. This is where fortunes are made but not because M can be trading at 100 in a few months, but rather because M can easily double from here. Thats a 100% return in less than a year. Nothing to sneeze at; if nothing else, be patient. remain calm, and be smart.
TV Ads
Seeing more and more Tujeo ads on TV every evening. Soon Afrezza ads will follow. There is no better diabetes treatment in the world than the basal/bolus combo of Tujeo/Afrezza.
Remember the race between the rabbit and the tortoise? Well the tortoise got off to a slow start, but won the race while the rabbit was sleeping. So it is.
Patient testimonials will translate into an increase in script counts over the long term. For now, all we are reading is the same noise from the detractors parading around because the share price is in the $3s. I can wait it out, others can and will too. I could care less over the long term because I know the ONLY reason this is priced at this level is because of the massive short interest, the naked short selling (dark pools), HFT algorithms, and money flow moving out of bio techs. Just as this is set up now, it can change in an instant and move the other way with money flowing into the sector, momentum buying, coupled with good news such as global acceptance and approval. It just takes a split second to reverse this and it will happen.
Aloha Crew: Sept 24th - 27th: Dallas, Texas
Friday, (25th), Breakfast Symposium (Limit 150) (see link below please).
7:00 - 8:00 A.M.
Sponsored by: Sanofi
Diabetes Update
Jennifer Whaley, PharmD, BCPS; Senior Regional Medical Liai-
son; Sanofi Diabetes
Presentation Objectives:
• Briefly review the natural history of Type 2 DM
• Briefly overview the 2015 ADA/EASD Position Statement on
Antihyperglycemic Therapy in T2DM
• Discuss the unmet need & clinical challenges associated with
the initiation & intensification of insulin therapy
• Review the pharmacology & clinical efficay & safety of two
novel insulin therapies:
o Insulin Glargine U300 (Toujeo®)
o Inhaled Insulin (Afrezza®) L
https://c.ymcdn.com/sites/www.texasnp.org/resource/resmgr/Fall_Conference_2015/TNP_Conf_Brochure_2015.pdf
Little by little! This is what it takes my fellow-investors. Afrezza will succeed. Take it to the bank!
Obviously:
1. Afrezza needs insurance coverage before Sanofi starts significant spending on TV ads.
2. Print ads always precede TV ads to satisfy the "adequate provision" clause for fair and balanced prescription drug advertising.
But there is no point yet for TV ads. Sanofi needs to have substantial insurance coverage for Afrezza, before it spends $$Millions on TV ads.
Mannkind and Sanofi will make it all come together like an Ohana Luau soon! Aloha.
Like all Longs here, I await good news from MNKD and expect that soon. However, I'm here for the duration; be it now, or 2020. Afrezza is a winner and time will show that. Aloha DS.
Mahalo very much Stanley. :)
TV Ads...
Seeing more and more Tujeo ads on TV every evening. Soon Afrezza ads will follow. There is no better diabetes treatment in the world than the basal/bolus combo of Tujeo/Afrezza.
Remember the race between the rabbit and the tortoise? Well the tortoise got off to a slow start, but won the race while the rabbit was sleeping. So it tis Crew. Aloha.
Mahalo S79. Always glad to post information for all to enjoy! Aloha.
Done. Let's bring this home Gents! Aloha.
Aloha Crew: Let's review. Shall we?
Worlds only and first inhaled Monomeric insulin
No need for complex titration or carbohydrate counting except type 1,s.
No weight gain or weight neutral
Superior glycemic controls
Peaks in 10 minutes and out of the body in 3 hours mimicking the healthy individuals genetic profile
Less then 30 seconds difference from the healthy pancreas release.
No shot
No site scaring
KOL's say it's obvious that Afrezza halts progression
Study of T2 where they had Afrezza alone, ate nothing, and had zero hypos in all cases..
FDA approved
Partnered with Sanofi
Sanofi partnered with Google
Google partnered with Dexcom
Dexcom CEO says..Afrezza users in heaven
And the stock has 130,000,000 million shorts at $3.36 a share..
Is that about right?
Oh..and Sanofi doing clinical in 4 year to 18 year olds..pending UK approval..and results of a clamp study
Our time is coming Crew. Just hang in there.
Yeah, I've been reading about this guy. He is a real piece of work and suspect what you say about collusion is most likely accurate.
No worries. We're gonna prevail in the end Hypi.
I just had another long conversation with Robert Dye over at MNKD. (Matt's assistant). Just hang in there, help is on it's way, and they'll be here as fast as they can, friend! Aloha.
Ditto. And, a nice climb of 12%! Is this it Crew?!! Aloha.
Sanofi knows now that the Afrezza is a success. That will set the stage for many more successful drugs to come from Mannkind's Technology Platform. Can't wait, but will remain patient like the many Longs here are doing. Our time will come. Aloha.
A significant jump in weekly sales figures is forthcoming. You can bet on it.
Tomorrow, next week, next month, I don’t know, but believe one morning soon, we’re going to get a significant jump in the weekly sales figures. The doctors that starting prescribing Afrezza in March, April, May, June, are certainly by now getting data back from their patients, specifically their A1C data. Assuming the data is showing a significant drop in their patients A1C, these doctors will be quick to prescribe Afrezza to their other patients. This is a no brainer.
The FUD is going to continue until sales jump. It’s easy right now for them to manipulate the stock, with bogus ½ truth articles and downgrades. I’ve said this before; they know, what you know; Afrezza is the real deal. We’re only vulnerable now because Afrezza is in its infancy.
Google is trying to reshape medical care and the medical insurance business through active monitoring and tele-medicine. Reshaping diabetes care is a major target, and a huge win if Google can pull it off. Afrezza is a key component of this. Nothing else works like Afrezza, and that's what matters in the Long run for many here. Aloha.
We get power failures all the time here. I'm at the end of the line on the North Shore. Perhaps this will help. Aloha.
The first 3 Quarters in 2015, were soft/controlled marketing periods that still produced Q to Q script growth and with a Phase II full marketing launch just beginning in September, Afrezza's 4Q scripts results should start showing significant growth heading into 2016. Here are the first 3 quarters results:
TRX Sales
1Q 2015 = 1,236
2Q 2015 = 4,395
3Q 2015 = 5,408 (with 2 weeks script totals still to report in September)
4Q 2015 = ?
As more and more data is collected, scientifically proving Afrezza's superiority over existing RAA's. Doctors will have NO choice, but to educate patients on Afrezza, based on its superior efficacy. Some set in their egotistical ways will be slow, but they'll have to come around eventually. I'm not trying to say every diabetic will want to make the switch to Afrezza. But, ALL deserve the right to know about it, and to make that choice for themselves.
Mahalo, Hypi and Robert! Go MNKD! It's a delicious evening here on the island. The relentless humidity has finally broken and the trade winds are back. Finally! Aloha.
Ha-ha Hypi so correct! Isn't it great to have a self-made Billionaire who worked his entire life to get where he is he today, on our side? I love it! When I first read about Al Mann 4 years ago, what he was up to, and that he'd put nearly 1B of his own money into MNKD, I was totally on-board. How many other CEO's out there ever did the same? Truly for Al, he does put his money where his mouth is! Aloha my friend.
Winston Churchill once said: "there is no comparison between reading about events afterwards and living through them from hour to hour," and that is certainly how I feel about MNKD and all that's transpired these past years.
Sometimes, I wish I could awaken in the morning and just be there; with Afrezza being the blockbuster we all know it will become. However odd as it may seem, I've come to enjoy this daily learning/working process, and will always remember the effort all of us longs have undertaken; by investing our money in MNKD, and supporting our investment on this board, doing our small part to help make Afrezza a success. I always will remember this cherished moment for the remaining years of my life. Aloha.
As usual Robert a big Mahalo for your post. I appreciate you taking time to write here and your comments are always so correct. Your thesis on the shorts is keenly accurate! I'm willing like you, to wait this out and remain patient. And like you, I've been dancing with MNKD for years. I hope you have a great weekend, relax, and enjoy the waning days of summer. Aloha.
IMO, Sanofi needs to get the CLAMP study/others done before moving into high gear with Afrezza.
Think about hammering home the points "Inhalable Insulin that is #1 ultra-rapid acting." The demo's & testimonials online of Afrezza clearly show the superior treatment for T1 & T2's to lead a normal life on the go, with a discreet & fast solution.
And, Technosphere technology will blossom to help with other ailments beyond diabetes. MNKD is a total hidden gem.
Al Mann & Sanofi, obviously know what they have, and they know it's a MAJOR threat to the bottom line of the competition. Unveiling, (going public), with their marketing plan would have only allowed the competition access to their strategy. You don't post your strategy online for the competition to see, do you? You want to keep them guessing! I'm sure Lilly, Nordisk, etc. have spent Millions trying to figure it out, and blocking where they can. Wouldn't you, if you were them? Billions in profits are at risk!
Slow, controlled launch, kind of makes Afrezza look like a dud. I wonder if that's part of underlining strategy? I know my thoughts on the matter. That's why I'm sticking around until they open the Afrezza flood gates, and drown the competition.
Mahalo for your opinion and good luck. Aloha.
Aloha Crew: Earlier today, I traded VM with Roberta Dye, assistant to Matt in IR. Admittedly, the shenanigans that happened with MNKD sp just before the Market close was distressing to say the least, and momentarily dampened my spirit. However, after listening to Roberta's VM, I felt much reassured.
Management is well aware of what's going on out there my fellow investors, of that I'm sure of now. So hang in there, keep a smile on your face, and ride this out. Afrezza is a game changing, superior product, there's nothing comparable to it, and we will prevail in the end.
Mahalo Lars. I thought so too!
I have seen the share price go down to these levels many times before. It doesn't even worry me anymore.
Eventually, MNKD will go up and I will be here, long and strong. So scribble away detractors and analysts, for I will still be here when your words evaporate into thin air, buying on the dips, I might add.
It started just before 3.
If there were real sellers they could have sold when the pps was closer to the high of the day. This is purely HFT protecting institutions that issue options. This is something that the SEC needs to stop. The Market can be cruel, but it should not be illegal.
Know the person who wishes to grab your money!
It is easier to scare investors into selling, than it is to inform investors into buying a stock. They have the edge of fear & presenting borderline falsehoods to post and prey on the nervous investor. This is what has been happening to MNKD.
Remember, their main job is bring MNKD’s sp price down. The truth is not important, misrepresenting is the norm, and posting continuously is the plan. They are trying to hit the newbies visiting the board. They are trying to wear out the longs on the board. They do whatever it takes to wear the longs out. But hey, I’m still here and will not sell a share.
Al Mann is arguably the premier authority when is comes to methods to treat diabetic ailments. He has devoted his life to it. He has a more intimate knowledge as to how well Afrezza works with regards to efficacy and pk/pd profiles than anyone. He was on the frontline of development and discovery and has seen firsthand how near perfect control can be achieved when the constraints of "studies" are lifted.
He has made his assertions and also predictions related to the success of the drug. As a pioneer, billionaire, who's achievements dwarf what any of us commenting here will likely achieve, I am inclined to defer to his intimate knowledge of the product, prediction for it's success, and find extreme comfort in his track record!
Afrezza truly is a scientific breakthrough, and worthy of the designation of worlds best prandial insulin. This is a fact. This is not a matter for argument.
I’m extremely impressed by Al Mann, his undeniable intelligence, amazing track record, and his confidence in Afrezza to the tune of 1B of his own money invested.
Al Mann once gave a presentation about his business history and what he has learned about what it takes to make a business succeed. The number 1 thing on his list was Capital($$$). The number 2 thing on his list was also Capital($$$). Now look at who he has managed to align his company MNKD projects up with:
First)Sanofi
Next)The Gates Foundation
Now) Google
I would say that AL Mann has learned who to line his companies up with to succeed!
Clamp study results coming next week or two; Afrezza is best in show. Then watch those cockroaches scatter as word of Afrezza's ability to significantly and safely lower A1c, (far superior to any diabetes medication ever approved), begins to spread.
That would nice and put a smile on my face. Aloha.
Top 20 institutional investors and top 20 fund managers are adding to their MNKD positions. That speaks louder than FUD found on MannKind forums. http://www.nasdaq.com/symbol/mnkd/institutional-holdings
Morgan Stanley has increased MNKD shares every QTR since June 2013 and as of June 2015 owned 2,672,081 shares. Maybe they know more than the players that are shorting this stock. http://whalewisdom.com/stock/mnkd
Nice read CIT! Mahalo.
It's Afrezza, not Afreeza. IMO, it's important to get the spelling correct when talking about a blockbuster, disruptive, game-changing insulin, which Afrezza is. Cheers.