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Marek

Marek
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  • MannKind Corporation: Back To The Fundamentals [View article]
    Japanese adoption of western diet has already resulted in more insulin resistance than baseline. The trend will continue; the pattern has been conclusively proved elsewhere and is not controversial. But to be a significant new source of consumption of Afrezza is not likely in the near or intermediate term (years).
    Aug 20 11:32 PM | Likes Like |Link to Comment
  • MannKind Corporation: Back To The Fundamentals [View article]
    More than happy to let history prove who is smarter.
    Aug 20 11:15 PM | Likes Like |Link to Comment
  • MannKind Corporation: Back To The Fundamentals [View article]
    That is assuming your assumption that it will take 4 years is correct; a very big assumption.
    Aug 20 11:08 PM | Likes Like |Link to Comment
  • MannKind Corporation: Back To The Fundamentals [View article]
    I think it is time to explain the "label" as it is used in medicine. Is it not true that the label does not prohibit physicians or any other prescribers, who are free to exercise their personal judgment as to what the medication can be used for? Yes, a physician can do so. The manufacturer is simply not allowed to promote uses that are not listed in the label as approved. Physicians and other prescribers are free to prescribe and treat as they see fit within their authority to practice their profession; it is just that the "off-label" use is not endorsed by the FDA. Nothing illegal, nothing unethical, about it as long as the manufacturer does not promote off-label use, because the physician is considered sufficiently professional to perceive and treat reasonably. Thanks to lots of prior case law it is fairly well established what constitutes off-label promotion, so Sanofi has plenty of know how on how to not promote off label. This concern is largely a straw man, unless one assumes incompetence or malfeasance by a manufacturer or prescriber, which is legally never to be assumed or presumed. The wide berth of caution about labels is not for the specialist or expert, it is to help insure that your podiatrist, say, who is nevertheless authorized to prescribe for whatever, doesn't inadvertently cause problems when prescribing a primary diabetes treatment.
    Aug 20 10:48 PM | 2 Likes Like |Link to Comment
  • MannKind Corporation: Back To The Fundamentals [View article]
    Bite your tongue. The nose is full of erectile tissue; Sildenafil will cause such stuffing as to make Afrezza undeliverable!
    Aug 20 10:38 PM | 1 Like Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    You seem to think that if a drug company invests 10 years and a billion dollars in something that no one else does, and creates a cure, you are entitled to the (truly magnificent) fruits of its efforts, endless sweat, vision, perseverence, which does NOT grow on trees either; without their having any kind of say so, as if you were the one to take on the risk and work and all that effort. Meanwhile, a 60 day cure course of Sovaldi (not treatment; cure) costs something like $50,000; whereas a new liver costs what, $400,000, and that's when you can get it. Of course, you can always opt for a life of fun and frolics on dialysis, it's priced much closer to cost.
    Aug 19 10:11 PM | Likes Like |Link to Comment
  • Is Tesla An Energy Company? [View article]
    At what cost?
    Aug 19 06:19 PM | Likes Like |Link to Comment
  • Buy U.S. Silica Holdings Now For Explosive Potential Returns [View article]
    I think we could be on the cusp of a turnaround due to rising legislative concerns for water pollution, water table competition and some of the earthquake concerns...and declining demand for oil right when we are peaking in capacity. Political reactions are just now turning the corner and I don't think they have been really priced in. Seems like nobody wants to talk about it, which is a sign to me. Colorado just ducked a big one.
    Aug 19 01:13 AM | Likes Like |Link to Comment
  • What Investors Should Make Of Linn Energy's Recent Portfolio Reshuffling [View article]
    LINE has quite enough on its plate right now and should take a breather from the acquisition trail.
    Aug 19 01:03 AM | 4 Likes Like |Link to Comment
  • Hain Celestial: A Way To Profit From A Booming Organic Food Market [View article]
    Seems like your comments are all about the macro industry and not about the company itself, nothing about its worth, management, earnings history, execution, fundamentals, competition, markets. No analysis, just a few broad sweep statements with no backup. Technically, it has been trending down for a year, and that fits with Yaron's remark about increasing goodwill with each acquisition; a solid trend of lower highs and a PE looks like more like 33, not 23. Hard to see where this isn't fairly, even fully, valued.
    Aug 18 02:41 PM | Likes Like |Link to Comment
  • 10 Known Unknowns That Matter For MannKind Investors [View article]
    Dear GCC: I don't see how plunking down the better part of a billion dollars in order to commit one's marketing resources and assume a partnership risk constitutes excess concern for a losing risk. Please, Doctor, state the basis of your concerns please, as well as your qualifications (not, please, "I'm a doctor, it's gospel because I say so") so that they may be subjected to honest scrutiny. If you really are a professional, you do not need such a thin skin as you claim and also have hopefully already had to survive a little scrutiny; most grownups can take it and have had to, to get where you are; even so, you still have your anonymity, and I don't know how someone can be abused if they are safely anonymous. Meanwhile I'm sure that since you lack a true science or research degree (MD is technical, after all, and so you may not be used to having to successfully "defend" with scientific principles in order to advance), your comments will be given the benefit of the doubt, at least by me anyway. As the phrase goes, "put up or ____ __."
    Aug 17 02:02 AM | 2 Likes Like |Link to Comment
  • 10 Known Unknowns That Matter For MannKind Investors [View article]
    I wouldn't count on Al exiting just yet, look at George Burns, that man took forever to die! And if they don't get demented by their 80s, then they just don't!
    Aug 17 12:00 AM | Likes Like |Link to Comment
  • Mexico Officially Opens Up Oil Industry [View article]
    We have an oversupply of oil at the moment, and consumption trending DOWN not up. This news just means there will be more oil onstream, but to move up needs more demand, not more supply. Worldwide economic growth can't sustain an oil price trend increase right now.
    Aug 16 01:25 AM | Likes Like |Link to Comment
  • Linn Energy And The Value Of 'Under Promise, Over Deliver' [View article]
    Not desperation, but looking at an intermediate term price softening trend in NG. It means they need to get this sold and spend a little effort consolidating their efficiencies for a while, instead of acquiring to get the decline rate down...and use some bucks to hedge against lower prices. It's the big picture right now that if they see it, says they need to hunker down, can't always rely on a cold winter. They need a quarter or two to get that distribution ratio healthy over more than a quarter, that's currency to them later; meanwhile the economy tells me demand for gas and prices and interest rates go lower, not higher yet, time to build cash to use when capital is cheaper yet and when prices are on an uptrend, not a downtrend.
    I wonder if any of them read this?
    Aug 16 01:16 AM | Likes Like |Link to Comment
  • Linn Energy And The Value Of 'Under Promise, Over Deliver' [View article]
    If these sites turned out to be such duds, who would want to buy them?

    They are of value to someone. But getting it done soon should be a priority. That might be why LINE has sought help of an expert to get them sold; and while they still can be. But they will be worth something to a driller, it's proved it has reserves, but most efficiently available to someone as specialized in drilling as LINE is in midstreaming. Just as Hugoton is a good play for LINE now because they can and need to make the most of that Jayhawk gas plant's big capacity there, it's a good match, especially as we see more vehicles switch over to NG and gas replaces coal as the power generation source and source of back-up. While Permian is not such a good match. So they need to get it sold. But oil prices are going into a downtrend so they need to get it done.
    Aug 16 01:01 AM | Likes Like |Link to Comment
COMMENTS STATS
618 Comments
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