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EHSTEINERT

EHSTEINERT
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  • The State Of MannKind [View article]
    What do you think is the strategic outlook for a stem cell cure for diabetes? I know it is years off, but even so if it proves out it the market for replacement insulin therapies will go the way of the buggy whip. I'm a huge Mann/Afrezza fan... did very well with the stock. (I liquidated around the approval event, but that's my strategy for every pre-rev biotech.) I can't help but wonder if a company like Sanofi looks over the horizon as they make their plans.
    Oct 15, 2014. 07:17 PM | Likes Like |Link to Comment
  • Update: Exelixis COMET-1 Trial Fails: The Impact To My Bull Thesis [View article]
    I think the author presented the facts for EXEL very well. It just didn't work out, which is why investing in stocks like this remains speculative. The only disagreement I have with him regards holding the stock now. When something like this happens I prefer to cut my losses and wait. I don't like dead money for a significant undefined period, especially when there is a risk of dilution. I liquidated pre-market in the $1.90's when the news hit. GLA
    Sep 4, 2014. 12:29 PM | Likes Like |Link to Comment
  • Belviq Scripts Flat For Arena [View article]
    You must have been reading the ARNA board after approval, when a buyout was certain by Christmas. Or maybe it was January 2013 when EU approval was at imminent.
    Aug 4, 2014. 05:38 PM | 3 Likes Like |Link to Comment
  • Belviq Scripts Flat For Arena [View article]
    Thanks Spencer. The crazies have been particularly irate lately (wonder why), so I suggest you start looking under your car after putting this one out LOL.
    Aug 4, 2014. 05:35 PM | 1 Like Like |Link to Comment
  • The Future Of MannKind: Reach For The Technosphere [View instapost]
    In general I am more comfortable in this case because, as you say, lights have been turned on. But don't lose site of the real thrust of my concern, that being Rasmussen getting a waiver to vote. IF that happens, it needs to be challenged by the public (there is a procedure to do this). I can tell you this is on MannKind's radar too.
    Feb 26, 2014. 02:57 PM | Likes Like |Link to Comment
  • VIVUS' CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Do any of you recall the FDA mandated post-approval trials for Qsymia? The financial burden of all the stuff Vivus has to do is just beginning. Vivus knows very clearly what they are facing, hence the "no comment" on the future expenses questions. But it's no secret what trials like what are required cost. Hundreds of $$millions.

    Without a partner Vivus won't be able to survive. Add to that the fact that any partnership poses legal risks for the partner because there is still unsettled business regarding who has the patent on topiramate for weight management.
    Feb 25, 2014. 03:15 PM | 1 Like Like |Link to Comment
  • The Future Of MannKind: Reach For The Technosphere [View instapost]
    One thing that concerns me and that all MNKD investors should follow closely: the roster of voting members for the 4/1 AdCom. There is one standing member named Dr. Mads Rasmussen. He has been serving as a non-voting "industry representative," and is the Executive Director, Clinical Development and Research, Diabetes Clinical Development, Medical and Regulatory Affairs...

    for Novo Nordisk Inc.

    One of Novo Nordisk's most important markets is diabetes treatment. THEY MAKE INSULIN PENS. MannKind is using insulin pen pricing as their model for Afrezza pricing. If Afrezza is approved, insulin pens will be the first products impacted by MannKind's Dreamboat delivery system.

    Dr. Rasmussen has about as extreme a conflict of interest with Afrezza as you could possibly construct. Yes, his status has been non-voting as recently as December's committee meeting. But there is a waiver system in place at the FDA to grant voting status to committee members with conflicts. In theory it is very rigid process, but we have seen dark forces at work in the past regarding the Afrezza approval process.

    I'm watching this very closely and so should you. It's bad enough that Dr. Rasmussen will be in the same room as the committee meeting. If suddenly he is waivered to voting status you can bet something is going on behind the curtain.

    Afrezza represents a huge threat to the existing diabetes products market. $$billions are at stake, and I don't put anything past Big Pharma's/Wall Street's vested interests.

    GLTAL
    Feb 25, 2014. 11:39 AM | Likes Like |Link to Comment
  • Credit Suisse Lowers Price Target On Arena, What's Next? [View article]
    Will Arena generate enough cash through next year to cover all it's expenses: pipeline activitis, their share of post-approval studies, refiling in Europe? Or will they need to dilute again in some way? What will the headlines of a Swissmedic denial do to the PPS.

    These are very real short-term risks for long term holders.
    Sep 30, 2013. 07:07 PM | Likes Like |Link to Comment
  • Arena's Week 8 Sales Modestly Up [View article]
    My employer's healthcare plan is through Cigna. I called Cigna and asked about Belviq. They have it in their system, but it is not covered in my plan. Cigna told me that drug coverage changes almost always occur at the time of plan renewal, usually year-end.

    I believe this is true for most plans. If I'm right, then we may see the biggest increases in January. That means we'll see a repeating annual hockey stick graph... IF all goes well.

    JMHO
    Aug 9, 2013. 01:25 PM | 6 Likes Like |Link to Comment
  • Mannkind moves lower today on no specific news driver [View news story]
    Blazen... CFO selling heavily. REALLY??? 10,000 shares sold, but he also BOUGHT 10,000. Why can't he grab some profit with a very modest transaction??? You smell a rat? It's at the back of your nose... in your brain.
    Aug 7, 2013. 09:33 PM | 2 Likes Like |Link to Comment
  • Mannkind moves lower today on no specific news driver [View news story]
    Very obvious bear raid, plain and simple. 1.2million shares traded almost instantly when the low was hit shortly after market open.
    Aug 6, 2013. 04:40 PM | Likes Like |Link to Comment
  • Arena Pharmaceuticals: A Trading Vehicle, At Best [View article]
    You think things through and express yourself very well. Whether I agree with everything or not, I intend to read and consider everything you contribute to this forum.
    Jun 15, 2013. 02:29 PM | 1 Like Like |Link to Comment
  • BofA downgrades MannKind (MNKD) to Neutral from Buy. More details as they come in. For those who can't get enough of the Afrezza debate, see SA contributor Brett Moll's recent article[View news story]
    What would you expect from them? Let the FUD begin!
    Jun 7, 2013. 08:04 AM | 1 Like Like |Link to Comment
  • MannKind's Afrezza And The Oramed Threat [View article]
    "I just can't believe that MNKD has risen so much so fast. Acceptance will be a huge hurdle and injection is not so bad(of insulin)"???

    So much for your DD, trickdog. It sounds to me like you missed the ride...
    May 23, 2013. 09:15 AM | 4 Likes Like |Link to Comment
  • Why Doctors Can Prescribe Arena's Belviq For Off Label Uses Without Worrying About Legal Liability [View article]
    Whenever the subject of combos comes up, we are always presented with a long list of drugs used in various combinations for years and years. But when I see those examples, they are drugs with long histories of use, many are generics. Belviq is an entirely new chemical entity... a new molecule. There is no history outside the clinical trials. Does that fact not call for extra caution when considering its use in combination therapies?
    May 23, 2013. 07:17 AM | 1 Like Like |Link to Comment
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