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Aloha Robert: I'm enjoying my 1st cup Kona coffee this morning and loving your article! Keep up the great work! Mahalo.
Big Picture...
The MNKD attacks have been relentless and as those on this board have pointed out, Why? This is some, nothing company; who cares? But, the shorts need 100 million+ shares to exit their position. The only way out is for the shorts is to hammer away; when they start to cover, the stock will rise. (supply/demand matter...100 million+ shares is big, considering MNKD's float ).
Crew, wait them out; real marketing has yet to commence as the "insurance coverage" issue must be settled first. The snowball will start moving downhill in Q4 2015. Aloha.
Exactly, Robert. Aloha.
Competitors are Being Played by Sanofi
Competitors do not know what to do about a SNY, TouJeo and Afrezza package. There's certainly been no cause for any alarm with the intentional slow roll-out and slow sales of Afrezza. Because of this competitors may have become complacent and missed the potential impact. At the same time, SNY has continued moving forward with educational sessions, new trials, an improved label, increased production and better acceptance by insurance companies. Now we hear TV commercials and a global launch may be coming soon and that SNY may begin promoting Afrezza jointly with Toujeo...and possibly with a Google partnership for monitoring. If some or all of this is true, then Sanofi is playing both the diabetes market and the wall street market to perfection. This would certainly explain the silence to date. If this is followed by new Technosphere announcements, there would certainly be an "embarrassment of riches" and Al Mann is about to get the biggest and last laugh which would be so well deserved ;)
One can also add that with Google and Sanofi bank rolling Technosphere; think how fast they could pump out new inhaled drugs! There is another big bonus with Google/Sanofi backing when it comes to patent protection because they have the $$$$$$$$$$ to back them up.
Single Dose Clamp Study to Evaluate Concentration-time Profile and Metabolic Activity of 3 Dose Levels of Afrezza and 3 Dose Levels of Insulin Lispro in Patients With Type 1 Diabetes Mellitus
-----------------------------------------------------
Estimated Enrollment: 30
Study Start Date: June 2015
Estimated Study Completion Date: September 2015
Estimated Primary Completion Date: September 2015
----------------------------------------------------
Busy week!
Yes, I saw that too and had doubts till digging deeper. Pleasantly surprised to be sure! I share your opinion that this could be a very interesting week for Afrezza and MNKD.
Yes. Please see Post #14547.
Time Difference EASD Meeting In Stockholm Sweden vs. New York Is 6 Hours
Sanofi's all day presentation at the meeting start time is as follows:
September 14, 2015
Stockholm Sweden = 9:00 AM
New York City = 3:00 AM
All in good time and it will Y47. That's an excellent suggestion. Aloha.
Take it to the bank Robert that when the SP reaches critical-mass in its ascent, those who wish failure for Afrezza and MNKD will be long gone from this board.
Btw, it's Afrezza, not Afreeza. You might want to start there. eom
Very good synopsis of the current situation concerning MNKD Hypi. I appreciate your thoroughness on this subject! Aloha.
Mahalo, Robert. I'm happy to do my little part to help educate the board as much as possible, in order to expose the true intent by some.
Check this out. A whole lot of time and energy spent trying to destroy a company that they declared DOA many years ago. They seem to rewrite the same obituary time after time.
Mannkind News Headlines:
MannKind: Failure to Launch
Piper Jaffray Drops Hammer On MannKind
MannKind And Afrezza: Can The Drug Cure The Company?
3 Reasons Why Afrezza's Launch Has Been So Disappointing
MannKind Financial Woes Escalate on Failed Debt Settlement
MannKind Backers Still Drinking The Kool-Aid As Stock Slips Below $4
MannKind: Going Nowhere Fast?
MannKind Relies on 'Death Spiral' Financing to Help Settle Looming Debt
MannKind's Afrezza Lags Behind Biggest Failure in Inhaled Insulin
Diabetes Docs Wary of MannKind's Afrezza Insulin, Analyst Survey Finds
Still waiting for our time to come, but just look at these headlines.
It's truly insane, the higher powers just knock this thing down as much as possible. They certainly have been working hard to influence retail sentiment!!
Yes Robert I saw that news on the 1400 Sanofi reps gathering in Vegas to talk Afrezza. The conference is being held at the MGM Grand. This is great news and shows Sanofi's commitment to Afrezza. Fasten your seat belts Crew! Aloha.
Big ad for Afrezza
Check out the Oct issue of Family Circle! Three full page spread and well done. Let the games begin!
Top 12 magazines in circulation .. No. 9 moving on up
NRTA/AARP Bulletin (21.1 million subscribers)
Modern Maturity (21 million)
Reader's Digest (15.1 million)
TV Guide (13.2 million)
National Geographic (9 million)
Better Homes and Gardens (7.6 million)
Good Housekeeping (5.3 million)
Ladies' Home Journal (5.05 million)
Family Circle (5.01 million)
Woman's Day (4.7 million)
McCall's
Car & Travel
Time
People
Playboy
It is true right now that January 1st they are planning to not have Afrezza covered under their in house "Traditional Tier 3 plans". These plans are only their prescription plans. However, many employers opt out of their prescription plans and use other plans offered by Optima or Catamaran or etc...
Robert, I suspect they went all out for the jugular and were hoping for a total meltdown/crash of MNKD, but only got 10% on Wednesday. It was an aggressive frontal assault and they failed miserably. Now they have next week to deal with. I feel EASD will serve as a catalyst for MNKD. Aloha.
Aloha Crew: Well, next week Afrezza takes front and center stage at EASD in Sweden, which should be fantastic for international exposure. http://www.easd.org/index.php?option=com_content&view=article&id=171:51st-annual-meeting&catid=14
I also anticipate soon, positive studies on Afrezza to be published in medical journals such as NEJM.
Slowly but surely the tide will turn. Hang in there. Cheers.
Yes, it all takes time doesn't it? Insurance acceptance will improve across the board eventually. Aloha.
Same analyst ..... was wrong before..
Same guy said that Afrezza would probably not be approved. No credibility.
Piper Jaffray analyst Joshua Schimmer noted that MannKind faces a "number of obstacles" in the U.S. Food and Drug Administration's (FDA) review of the Afrezza Dreamboat insulin inhaler. Schimmer reported that it is "doubtful" for the company to gain positive recommendation from the advisory panel. The analyst commented that a closer read of the FDA staff briefing documents suggest that the agency "has enough concerns that only a cleanly positive vote will enable approval without additional requirements."
Nice close. Hoping we see more tomorrow. Aloha.
Very good post Coo2! Aloha.
Calculated Downgrade
This attack was planned yesterday and that is why the shorts were looking to borrow as many shares as they could and at high interest rates. This is a twist on an older article written last spring. Its obvious that they can manipulate MNKD without any concerns of being investigated because they keep repeating the same attacks and are getting away with it.
Afrezza needs just a little more time to dominate the planet as it is the miracle treatment for all DIABETICS. Google has joined forces with Sanofi because they are believers, This is yet another scare tactic to upset yesterday's gains and to offset a possible short squeeze
You said it best Twister right here: "Be very, very careful and only trust your own due-diligence." Aloha.
Now that I've got coffee in me, all I can say is meh, to Piper. They wanted a crash and got maybe 10%. We will rebound from this quickly. Aloha.
Carnie shills indeed Twister. It's just amazing to me. I never knew the corruption within the system was so prevalent, and the SEC remains silent. Just amazing to me. One learns something new everyday in life. Mahalo for your post. I appreciate your forthrightness. Aloha.
I knew a hit piece was coming, but nonetheless what an unpleasant surprise to awaken to. However, MNKD will rally like it always does. We have a big month ahead and that analyst's write up was a total joke. Let's see how the chips fall in the coming weeks. Wow, these writers are really trying to bring MNKD down aren't they. What are they so afraid of? Aloha.
Indeed Hypi! Yes, the landscape for Afrezza is changing quickly isn't it! Longs are becoming increasingly confident in their investment. We all know this. September is shaping up nicely for MNKD. Aloha.
MNKD has a partnership with the 2nd largest Big Pharm worldwide and #1 in diabetes.
Very obviously Sanofi is moving forward with Afrezza. Sanofi just partnered with Google to fight Diabetes through new technology and innovation.
Afrezza is a new, innovative, inhaled insulin.
Both Sanofi and Google have the funds, relationships, media, experience to take Afrezza and technosphere to revolutionary heights.
Google is a Media Super giant with loaded pockets and trying to evolve in other fields.
I can just feel a NEJM or similar respected publication coming out soon with a positive study article on the awesome benefits of Afrezza. Just by Afrezza being featured so prominently at the upcoming European Diabetes Conference is proof in the pudding. We are arriving Crew! Aloha.
Sanofi presenting at 2015 European Association for the Study of Diabetes- Go to their website. The most interesting
thing to note is the very first presenter: Dr. Athena Philis- Tsimikas, Corporate VP for the Scripps Whittier Diabetes Institute. She is the first presenter and her topic is "Different patients, different needs, different approaches". Whats even better is if you search her many published papers on PubMed you will find that she is VERY big on Glycemic Control and reducing variances outside of what is "normal". Please tell me WHAT drug has CLEARLY demonstrated the absolute best glycemic CONTROL??
Things are happening:
Then in the afternoon session Dr Steve Edelman will be presenting on "Beyond pharmacotherapy: Technologies that improve how patients interact with their disease"
Dr Edelman is a key figure educating the Dr. community on the pharmacokinetic benefits of Afrezza and why its absolutely superior to existing therapies. He is conducting an interactive educational study labeled "Inhaled Insulin: Overcoming Past Obstacles With Advances in Understanding CME/CE
Steven V. Edelman, MD
CME/CE"- BTW this was SPONSERED AND SUPPORTED BY SNY WITH EDUCATIONAL GRANTS!!! So for those of you thinking they are going to bail....you have no idea just how much SNY is putting behind Afrezza. Mark my words....they are NOT going anywhere!
If you don't think that Afrezza will have a platform at the EASD go ahead and short some more. EU approval may be in concert with this very important event. It would not surprise me if SNY is purposefully waiting for this event to announce the EU roll out.
EASD- More evidence that Afrezza will be on the world stage in EU event! Elena Nikonova- Clinical Analyst at
Sanofi NY will be presenting "
Elena Nikonova
Reduced hypoglycaemia observed with inhaled insulin versus subcutaneous insulin aspart in patients with type 1 diabetes mellitus
Abstract #932
15 September 2015
Its real people- SNY taking Afrezza to the world!
Move over Lantus, Afrezza is now the new star At Sanofi
Lantus is old news and Toujeo is temporary news, but Afrezza is big news at Sanofi. You gotta love it that Sanofi claim to fame is now about inhaled insulin! Aloha.
Now that was good Coo02! Aloha.
In the jungle, the mighty jungle, Afrezza will rule as King! Aloha.
One of the reasons, if not the ONLY true reason, so many BP giants want Afrezza to fail is because if it surpasses expectations and becomes a big success, Technosphere will be validated as a viable and marketable drug delivery system. Then BP will meet MannKind's terms. They simply must. They cannot risk being left behind.
Technosphere also provides an opportunity for a BP to extend expiring patents on their blockbusters.
I'm enjoying humor this morning on the board. Go GOOG/SNY/MNKD!
It's remarkable to me that some here who claim to be MNKD investors, want nothing more than to see Afrezza fail! Uh-huh...investors?
We’re entering a new era for Afrezza: GOOGLE + SANOFI + MNKD partnership. Fasten your seat belts Crew! Aloha.