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asclepius8

asclepius8
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  • The 27-1 AdCom Votes Have So Many Positive Implications For MannKind [View article]
    Thanks for the interesting info on Novo's recent hiring for District Sales Managers and Diabetes Educators for marketing. Marketing seems to point to a big push that is diabetes-related.

    Novo's website for sales jobs:
    http://bit.ly/R17p24

    For marketing jobs:
    http://bit.ly/R17p25
    Apr 8 02:25 PM | 1 Like Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    Reminds me of ACAD too, then they surprised everyone with stellar Ph 3 results that no one expected.
    Apr 8 08:00 AM | Likes Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    As someone pointed out in a recent comment, some Adcom comments were more "concerns" and not "issues". I saw some of their comments as a "CYA" exercise just in case something goes amiss later: mention it so it shows it was considered and discussed, but its being construed as "issues" when they are not, IMO.
    Apr 4 10:20 AM | 1 Like Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    Yes, its quickly becoming their "Lost Cause". "General" Mann's deft hand has them on the run, but like in war sometimes the enemy doesn't realize they've already lost.

    I feel like going back and visiting Gettysburg again now!
    Apr 4 10:15 AM | Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    You are presuming Big Pharma "passed" based on data that they looked at and not marketing concerns. Its two different things and its not clear which it could be, if any. There is an overhang issue because of Pfizer's experience with Exubera which has a drag on signing a partner, IMO.
    Apr 4 09:29 AM | 1 Like Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    Seems to me they've "fallen back and regrouped" around the idea that marketing Afrezza will fail. The new basis for short positions.
    Apr 4 09:18 AM | Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    Largely boiler plate stuff.

    If one bids, the others will rush in to protect market share.
    Apr 3 09:18 AM | Likes Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    You completely ignore the potential effect of two positive catalysts: FDA approval, and an announcement of a partnership after any approval. Its amazing how some people can still remain skeptical at this point.
    Apr 3 09:15 AM | 14 Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]

    Good Lord, is it so incredible to believe they would not commit to a partnership prior to FDA approval?
    Apr 2 09:57 AM | 3 Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    And it wasn't just the "bong" issue. The safety of their Emisphere powder was questioned after a couple of lung incidents. Totally different technology here.
    Apr 2 09:23 AM | Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    Desperate shorts going to Plan B: bash the marketing.

    And it was not approval, EJR. It was recommendation for FDA TO approve.
    Apr 2 09:17 AM | 1 Like Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    Now you can switch from analyzing MNKD to analyzing how you and others got it wrong. Time to go back and watch the game film.
    Apr 2 08:04 AM | 2 Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    I like yours better!
    Apr 1 05:53 PM | 2 Likes Like |Link to Comment
  • MannKind - A Trail Of Failure Leading To Success [View article]
    A 5 year study showed it to be 71% FDA approval rate when Adcom votes to support approval. And the lopsided vote should have some additional positive effect, I would think.

    Can't stop smiling.
    Apr 1 05:28 PM | 2 Likes Like |Link to Comment
  • What The FDA Document Says About Afrezza: Implications For FDA Approval [View article]
    Congratulations to all those who let it roll and backed Uncle Al.

    So after ALL that, the vote wasn't even close. All you shorts get yours in the morning now.
    Apr 1 05:03 PM | 1 Like Like |Link to Comment
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