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Jeff Eiseman  

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  • What A MannKind Investor Needs To Know [View article]
    OC626:

    At last, a comment from you with which I agree.
    Jul 2, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • What A MannKind Investor Needs To Know [View article]
    oceanpacific626:

    Yes, Pfeffer us in the executive team, but if you look carefully at the site it confirms that he is the CFO and that Edstrom is the CEO. If you can't tell the two positions apart, then you have no basis to evaluate how well he carries out his position.

    The data that you cite in your response immediately above has to do with refill numbers, which relate to a different issue. Since you said that your judgment was based on your recent email exchanges with Matt, if you don't provide direct quotes and provide the context in which they were made, you won't build any credibility.
    Jul 2, 2015. 12:44 PM | 11 Likes Like |Link to Comment
  • What A MannKind Investor Needs To Know [View article]
    oceanpacific626:

    First, Pfeffer is not MannKind's CEO. Second, you did not provide and quote or even a paraphrase of what Matt said, but only your conclusion. In my conversations with him, and when I have read the transcripts of his presentations and earnings conferences, I have reached a different conclusion. He is low key and appears to want to refrain from overpromising. I disagree with your judgment about his competence, or about MannKind's leadership team.

    Unfortunately, it is easy to deliver judgments about the competence of executives. Credible judgments are based upon clearly stating the criteria that you are using, citing the evidence that you are taking into account, and carefully considering whether there might be alternative interpretations of the evidence that might lead to a different conclusion. Note that I am not offering my own judgment, only disagreeing with your extreme negative judgment and noting the total lack of data or reasoning supporting your judgment.
    Jul 2, 2015. 12:23 PM | 19 Likes Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    Michael:

    Please finish your post. I'm curious what you intended to add.
    Jul 2, 2015. 09:57 AM | Likes Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    js888:

    I agree with you that the study that you cited is important, and it had been previously announced. This newly announced study is about the predictability of a dose response, which is also important. While we have both mentioned various factors that affect the impact of a dose (whether lispro or Afrezza), several of those should be "controlled" as a result of the study design, thereby allowing investigators to discover how much of the variability is due to the difference between lispro and Afrezza. I am hopeful that there won't be a statistically significant difference.

    Changing the subject, I wanted to indicate that I look forward to your comments. You comments are substantive and attempt to discuss matters in an unbiased way. I wish that a substantially larger proportion of folks who comment on MannKind had this combination of attributes.
    Jul 2, 2015. 09:54 AM | Likes Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    FindingNemo:

    Thank you. And for what it's worth my granddaughter has enthusiastically watched Finding Nemo many times since she was three.
    Jul 2, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    aynua-chihua:

    Thanks for the URL. It is indeed a study that needs to be done.
    Jul 1, 2015. 05:39 PM | 1 Like Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    ayhua-chihua:

    Of course, part of their strategy is to keep part of their plans under wraps to reduce the extent to which their competition can defend against it. What you are trying to imply is something that should cause investors to panic, I see as competence.

    So when I say I am betting on SFY's overall marketing strategy, I am expressing confidence that they know what they are doing, and that they will continue to make wise decisions to adapt in the light of events on the ground.
    Jul 1, 2015. 09:42 AM | 5 Likes Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    AYH:

    While you've made some valid points, keep in mind that a lot of advertising is from companies such as Bayer who hope to convince customers not to buy perfectly effective generics, or from companies whose drugs have very serious side effects. As a result, the results of such broad-based surveys have little applicability to a product that has no generic form and whose side effects are no worse than those of it competitors.

    I am putting my money on SFY's overall marketing strategy, of which DTC is only one part. And part of that strategy is conducting additional tests that will allow it to change the label, and getting the information about the improved label out to physicians.
    Jun 30, 2015. 01:13 PM | 2 Likes Like |Link to Comment
  • MannKind's Afrezza: Another Look At The Early Adopters [View article]
    I recognize that there are many factors that affect glucose level (including physical activity, infections, and strong emotional reactions), and that the surest way to know your current glucose level is via analyzing a sample. However, if you are (1) following a routine, (2) have observed for several weeks or months how you react to various kinds of meals (see the next sentence) and pay attention to what you eat, you can usually figure out what you need. In general, sugars, starches, protein, and fat reach their peak in our bloodstreams, respectively, after 20 minutes, 90 minutes, 3 hours, and 5 hours. Furthermore, whereas both sugars and starches are 100% carbohydrate, 58% of the protein that we eat converts to carbohydrate, and only 10% of our fat.

    The implications are that how much carbohydrate you eat makes a big difference, how much of it is high and low glycemic makes a big difference, how much protein you eat makes some difference, and how much fat you eat doesn’t make too much of a difference unless you eat a lot more than you usually do. You can ignore all of this and take a couple of glucose readings after each meal, or you can note the composition and amounts that you eat, take careful records of glucose readings, and learn to predict what you need (assuming no great changes in the amount of physical exercise, whether or not you have an infection, and whether you have had any strong emotional reactions).

    Afrezza will work best for those who have continuous monitors and/or are conscientious, but there are several ways to be conscientious: following a routine regarding exercise and eating, discovering how your body reacts to various kinds of meals and adjusting the amount of Afrezza (and even your basal) accordingly, or taking a couple of readings after each meal or at night and acting accordingly. If after several weeks or months of experimentation, if you discover that your glucose levels are highly predictable when taking into account these kinds of factors and adjusting your Afrezza doses accordingly), it will not be necessary to take two extra readings after each meal.
    Jun 29, 2015. 10:15 AM | 1 Like Like |Link to Comment
  • Why Current Prescription Numbers For Afrezza Don't Matter [View article]
    KR:

    You said, "As is always the case with new drugs, and especially when the drug is a switch from an injected or oral treatment to an inhaled one which is considered less safe, adoption will be the hardest part." I would have agreed with you if you had said, "As is always the case with new drugs, and especially when the drug is a switch from an injected or oral treatment to an inhaled one FOR WHICH QUESTIONS REMAIN REGARDING LONG-TERM SAFETY, adoption will be the hardest part."

    However, there are substantial reasons that have discussed in other articles for believing that Afrezza is actually safer, but within the short term (the few hours it takes to get out of the body), and the long term (when it is possible to examine the comparative effect on the frequency, onset, and severity of minor and major complications). So those who are cautious may wish to wait until there is more data, while others, after becoming convinced that the short term is safer, may decide that proceeding without greater certainty for the long-term is worth the risk. After all, there is no reason to believe that Afrezza will result in a higher number of complications, or that they will occur earlier or ending up more severe.

    If attention is focused on major hypoglycemic episodes or lung cancer, the data, when understood in context, is reassuring. For example, when people have figured out how Afrezza works with them, they report fewer hypos. And if you compare the small number of cancers that occurred with both Exubera and Afrezza with those that are expected to occur in a similar population, then neither form of inhaled insulin appears to carry the risk of causing lung cancer with greater frequency than would be expected. Finally, if you remove smokers from the equation, you can state the previous statement with greater confidence.

    So the bottom line is that no one knows for sure what many years and a larger population of subjects will demonstrate, but all available data suggests that Afrezza has neither a short or long-term safety issue.
    Jun 29, 2015. 08:18 AM | 16 Likes Like |Link to Comment
  • MannKind's Afrezza: Another Look At The Early Adopters [View article]
    Robert:

    Although maybe it doesn't matter (at least as to the products success), the new article mentions Afrezza eight times, but doesn't mention Al Mann or MannKind at all. It talks about what Sanofi was thinking when it developed the inhaler device.
    Jun 28, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • MannKind's Afrezza: Another Look At The Early Adopters [View article]
    Robert:

    To respond to your question about starting with Afrezza or a combination of Afrezza and metformin, I agree with promannkind, but then I think it was a softball question.
    Jun 26, 2015. 10:30 PM | Likes Like |Link to Comment
  • MannKind's Afrezza: Another Look At The Early Adopters [View article]
    Robert:

    I appreciate your putting the comments of Afrezza users in context. It provides a safe harbor to which people can return when they hear cherry-picked isolated negative comments.

    However, in your comment about the Canadian article, I wish you had said what most of your readers know full well: That Type 1 folks and many Type 2 folks need a basal, and that Afrezza can't replace basal injections.
    Jun 26, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • PharmAthene: A Misunderstood And Highly Attractive Investment Opportunity [View article]
    Perhaps that puts pressure on the SC to respond sooner rather than later. Oral arguments haven't been scheduled yet, so perhaps the SC has concluded that they aren't needed. Ninety days will have passed from when the last brief was submitted and the first third of August.

    If the SC does remand part of the decision, I expect that it will recognize that it needs to giver clearer messages. It will probably spell out exactly what needs to be done so that the VC's successor can understand what is needed.

    I expect that the VC's approach will be upheld, so if the SC remands anything, it is to alter an assumption or a parameter in calculating the amount due.
    Jun 25, 2015. 01:16 AM | Likes Like |Link to Comment
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