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  • Premarket Biotech Digest: Anavex Uplisting, Discount On PCSK9 Inhibitors, Exact Sciences Plunges [View article]
    Fully Diluted - aren't there more like 41M shares....or was I mis-informed?
    Oct 9, 2015. 12:47 PM | Likes Like |Link to Comment
  • Oil Markets For Q3 2015 - Where Are We Headed? [View article]
    Thought that 'peak oil' baloney had finally been put to rest - guess not. As demand increases so will supply - granted, there is a possibility that due to some production lag, you might encounter a mismatch which forces prices higher - that is good and healthy, but it will be short-lived UNLESS it is politically/militarily engineered; I imagine the Saudis have great cause for alarm at what is transpiring with Russia/Iran/Syria....even China now - once Syria is secure Iran will have, by proxy or otherwise, the Saudi's in their crosshairs - and I doubt Putin will be upset were oil prices to go vertical. Just saying is all.....
    Oct 3, 2015. 12:23 PM | 2 Likes Like |Link to Comment
  • How Sanofi Is Building For MannKind's Afrezza [View article]
    What difference does it make 'whether' Nate Pile works from home or a 'real' office? What a ridiculous comment you have made. What matters is the returns which Nate has achieved - his track record! I know it is a free country, but honestly, some people should really have to pass a test to comment....yeah, that means people such as yourself. LOL

    Somehow, I doubt those who have done extremely well over the years with Nate's advice, would call him irresponsible. Has MNKD been a disappointment for many to date(?), well duh. The problem is Sanofi has failed, at least so far, to seriously promote Afrezza.
    Sep 16, 2015. 12:57 PM | 6 Likes Like |Link to Comment
  • How Sanofi Is Building For MannKind's Afrezza [View article]
    Couldn't agree more pauline -

    A Better Mousetrap won't sell if only a small percentage of those who could benefit are unaware of its availability and its superiority.

    Sanofi needs to promote Afrezza aggressively, as this is really no longer MNKD's responsibility - though I by no means rate MNKD mngt as even passably competent; currently, the 'problem' is Sanofi.

    Hopefully, Sanofi is fully intent on aggressive promotion, but they just have been lining up the ducks before genuinely getting serious - I am willing to give them that....for another month or two, but if they fail to get in gear with an aggressive DTC TV campaign then I will have to believe their intent is to position Afrezza as a mere niche drug.

    Important too remember that it was the prior SNY CEO which approved the deal with MNKD (and I don't think it was an especially good deal btw...but that is water under the bridge at this point) - we and WS needs to see the the current Sanofi CEO recognizes the true potential of Afrezza, does not consider it a threat (there is decent conjecture as to why they may view Afrezza as a threat btw), and is willing to promote Afrezza as required.
    Sep 16, 2015. 11:28 AM | 3 Likes Like |Link to Comment
  • Premarket Biotech Digest: Pumps And Dumps, MannKind DTC Campaign, Opdivo ODD [View article]
    Aug 31, 2015. 10:17 AM | 4 Likes Like |Link to Comment
  • CorMedix: The Truth About Neutrolin, Future Standard Of Care [View article]
    Superb refutation of the blatantly dishonest short/distort hit piece out of PumpStopper. Biotech is truly the 'Wild Wild West' niche of the WS playground - ironic, but the shorts have provided a profound and unexpected 'load-the-boat' entry opportunity at ~ $3.50ish which I never thought would be the End, All Liars and Practicioners of Deceit will be exposed and pay a truly fitting price - until then all we can do is be prepared with dry powder to seize the opportunity.
    Jul 9, 2015. 11:24 AM | 17 Likes Like |Link to Comment
  • Closing Out My CorMedix Short [View article]
    Have never been short CRMD - congrats on your call btw, but went long CRMD Monday, traded the spike, and re-entered long again today (6/30); unlike you however, I believe Neutrolin has tremendous potential going forward and is an absolute steal at ~ $3.75ish - easily worth double. That being said, I believe the shorts, with continued market weakness, can drop it further - I would sooo welcome a $3.25 double-down opportunity; who knows, maybe an unfavorable legal ruling out of Germany may provide just that.
    Jun 30, 2015. 12:24 PM | 3 Likes Like |Link to Comment
  • More Products On The Way For MannKind? [View article]
    Break-thru cancer pain and battlefield injury pain are another couple of indications where a powerful analgesic would likely benefit greatly from TS delivery attributes.
    Jun 6, 2015. 04:13 PM | 1 Like Like |Link to Comment
  • More Products On The Way For MannKind? [View article]
    A year for FDA approval, even with an existing drug, would be a phenomenal accomplishment. An exception might be a drug already approved for inhalation (asthma drugs), but then what would be the benefit of using Technosphere. Possibly 1-shot deals like vaccines would be something which could be fast tracked, but still it seems likely the FDA would require long testing, beginning with animals, and then progressing to humans. Seems intra-nasal delivery will be a competitor for TS, one which eliminates the possibility of lung damage and possibly the molecule size restrictions involved in TS delivery. Afrezza took what(?) 15 years to get through the FDA gauntlet...and it involves insulin vs some 'foreign' drug not already attuned and natural to the human body. I will be pleased but surprised if MNKD's TS delivery is approved for any other drug in under 3 years.
    Jun 6, 2015. 04:03 PM | Likes Like |Link to Comment
  • MannKind Corporation: Afrezza Is Better Than Weak Launch Suggests [View article]
    Something to consider, especially in view of the recent warning about the potential dangers of SGLT2 (from memory) oral diabetes meds, is that Afrezza , without any serious side effects, appears to allow for discontinuation of oral meds with their list of potentially quite dangerous side effects....not to mention the potential cost savings of eliminating the oral meds.

    So possibly weigh the additional cost of Afrezza against the savings of eliminating costly oral meds; of course this will need to be weighed by each insurance provider and worked out with the prescribing physician as well.

    My guess though, is that as increasing evidence continues to indicate Afrezza's superior efficacy over ALL competitors, as well as the likely increase in compliance, that the insurance companies and physicians will eventually see the wisdom of 'paying up' for Afrezza.
    May 20, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • MannKind Corporation: Afrezza Is Better Than Weak Launch Suggests [View article]
    For those truly interested and not yet aware - simply google 'afrezzauser blog' and you can see first-hand real-world before and after stats from 8 early Afrezza adopters; results indicate stunning improvements in BG levels and 'time-in-range' numbers - far in excess of what was demonstrated in the FDA's inflexible protocol approval trials.

    *Sam Finta 'afrezzauser' has an A1c reduction of from 10.2 'before Afrezza' to 6.5 with Afrezza, and Brian Sharp had a 10.1 A1c before Afrezza which dropped to 5.7 with Afrezza; btw 5.7 is considered non-diabetic!

    **Since Afrezza has only been available for going on 15 weeks, and a valid 'on Afrezza' A1c can't be performed for 90 days after beginning use - these A1c test results are just now beginning to accumulate; when it becomes evident, to prescribing physicians, that such phenomenal improvements are the norm...look for weekly avg. Afrezza scripts to increase significantly.

    Sanofi apparently has indicated the genuine 'hard' launch, the aggressive promotion which will include Direct to Consumer advertising will begin in early Q3 - so possibly by July...this time frame will allow for many more A1c results to have been received, as well as more complete physician education to have been accomplished.

    Afrezza's weekly scripts have been increasing over the last couple of months at above a 5% rate....without serious promotion by Sanofi - it seems logical that once serious promotion begins, that weekly average will increase, but even at 5.5% average weekly RX increase, Afrezza will reach approx. 1 million users in 3 years; that equates to approximately $2.4 billion to Sanofi, well into the 'blockbuster' category and likely resulting in a MNKD share price in excess of $25

    In all probability, once DTC promotion begins in July//August, the weekly RX increase will likely climb to at least 8% vs the current 5%; and then by 2017, or sometime therein, Afrezza sales will have begun in Europe and some South American countries as well...can availability in China abd India be far behind?
    May 19, 2015. 06:25 PM | 11 Likes Like |Link to Comment
  • Biotech Weekly: Small Cap Biotechs Under $1 Billion Market Cap To Watch Into ASCO 2015 [View article]
    Fair enough Daniel - ASCO it is....will be watching your picks and others, especially interested in ARNI as I haven't heard of it previously. You might want to put APHB and CRMD on your list for future research; thinking CRMD, though up sig. from the $2 area, and off the recent highs a good bit, is still a likely acquisition target.

    *BTW...MNKD is up ~ 20% in last 2 days.
    May 18, 2015. 05:29 PM | Likes Like |Link to Comment
  • Biotech Weekly: Small Cap Biotechs Under $1 Billion Market Cap To Watch Into ASCO 2015 [View article]
    *By the Way - 'woefully ignorant' isn't really a perjorative characterization...more an observation and statement of fact in this case.

    As mentioned, previously, Afrezza sales are averaging a 20% weekly increase through week 14 - this is impressive but likely not sustainable over the long haul....but it doesn't have to be since an average weekly increase of just 5.5% over 3 years will result in roughly 1 million users, just in the US; that 1 million prescriptions will generate roughly $2.4 billion in revenue - so well into and past the $1 billion revenue figure generally considered required to achieve the "blockbuster" status.

    Are you aware that Sanofi's stated "Initial" target for the US is 3.1 million users - and this was before there was such irrefutable evidence that Afrezza, in 'real-world' use was capable of achieving such stunning efficacy - efficacy far superior to what was achieved in the approval trials.

    By 2017 or therein, it is expected that Afrezza will be available in both Europe and South America, and I doubt China and India will be far behind.

    As the truth begins to get out regarding Afrezza's superior efficacy and safety, not to mention the elimination of multiple daily insulin injections, demand for Afrezza will very possibly outstrip MNKD's ability to supply it.

    *With the latest news of SGLT2 diabetes meds having yet another potentially serious side effect, it is even more likely that educated providers will be switching their patients to an alternate medication, which besides achieving superior BG control, also does so without any serious side effects whatsoever - in fact no side effects except the stated transient cough.

    It isn't rocket science Daniel - and you really should visit the sites I previously mentioned so as to educate yourself before trying to comment further on Afrezza and it's potential to reach blockbuster status.
    May 17, 2015. 06:37 PM | Likes Like |Link to Comment
  • Biotech Weekly: Small Cap Biotechs Under $1 Billion Market Cap To Watch Into ASCO 2015 [View article]
    Sorry you fail to 'appreciate' my characterization - the truth can hurt at times; and again, you comment without requisite knowledge or research.

    My comment was regarding your claim that Afrezza will not reach 'blockbuster' status - you are wrong on that, and you are also now wrong about the convertible since Mathew Pfeffer just mentioned at the recent CC that he absolutely will NOT dilute for the Aug. $100M convertible.

    Something else to consider is that the Sanofi launch also includes a 1 month sample of Afrezza, of which approx. 54,000 have been distributed to date...these do not require a prescription. So it is easy to see how the RX figures to date could easily fail to reflect genuine demand.

    Sales of Afrezza thru week 14 is averaging about 20% weekly increase, and that is with a limited promotional campaign - when one considers that it can take 2 to 3 months just to get an appointment with many Endos, your so-called 'extremely slow' sales is nothing of the sort.

    You actually are displaying what appears to be a pattern of failure to do proper DD before answering questions as if you know what you are talking about.
    May 17, 2015. 05:46 PM | Likes Like |Link to Comment
  • Biotech Weekly: Small Cap Biotechs Under $1 Billion Market Cap To Watch Into ASCO 2015 [View article]
    You are woefully ignorant if you think Afrezza won't be a muti-blockbuster. Afrezza has only been on the market for roughly 14 weeks, and Sanofi has engaged in a limited 'soft' launch to date - the aggressive promotion, which will include DTC ads, is not really scheduled until early Q3.

    As regards efficacy - show me ANY other diabetes medication which can reduce A1c results as drastically as Afrezza....Nothing even comes close, and that with no side effects but a transient cough in roughly 40% of users.

    As more of these irrefutable A1c results from early adopters accumulate, along with DTC advertising, you will see a huge increase in demand for Afrezza.

    Do yourself and those who follow you a favor and research the Afrezza report by Amy Tenderich, editor at DiabetesMine...once a skeptic, now an outright advocate as she can hardly believe the superior BG control and increased 'time-in-range' Afrezza has allowed her - all without multiple daily injections as well. Or you could just google 'afrezzauser blog' and read of the phenomenal results being recorded by a group of early Afrezza adopters. You might also educate yourself on the accumulating short interest and check out the latest Afrezza note by Jefferies' analyst Shaunak Deepak. Of course you could also just follow the lead of Nate Pile and accumulate - you do know who Nate Pile is right?

    *See, in real-world use, use unencumbered by absurd FDA trial protocols, Afrezza is proving to be far far superior to the misleading 'non-inferior' endpoint achieved in the approval would know that if you did proper DD previous to responding to a question regarding Afrezza; never too late though.
    May 17, 2015. 12:06 AM | 1 Like Like |Link to Comment