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MR.Mark

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  • Marketocracy Top 20 Manager, Nate Pile, Invested In MannKind And Afrezza [View article]
    Robert,
    I really enjoyed reading this article. The interview style with Nate read well, and your questions related to investors, as well as traders. I have sidelined a lot of my participation in Q & A on Seeking Alpha but wanted to send a note of appreciation your way. I remember virtually meeting you here probably two or three years ago as we defended the position that - evidence for a successful Afrezza story was mounting.

    During those times I remember the mysterious "afrezzauser" being called a fraud on boards long before AdCom. This spring, when I found out he lived in Atlanta like I do, I contacted him and joined him for lunch one day. Great guy! - and, as we are seeing on Twitter, not a "special condition" Afrezza user. I sat there and watched him use Afrezza right as the meal was being served. I couldn't believe what I was seeing after having followed the Afrezza story from the last CRL to that moment.

    Though I see today that the stock is not yet responding as I had hoped, I still remember that day, and how happy Sam was about the future for him and diabetics. Watching the Afrezza snowball build on Twitter has been exciting but one outcome I had not anticipated was my new understanding and compassion for diabetics. Whether the stock moves or not, every time I see a new afrezza script diabetic tweet about their great experience, I understand what drives a Man like Al Mann.

    Thank you again for your articles!
    Regards,
    Mark.
    Apr 23, 2015. 08:46 PM | 7 Likes Like |Link to Comment
  • Kandi Delivers A Sweet Year But Stock Goes 'Sour', Tesla Shocks On Downside, But That's 'OK'? [View article]
    So the SEC does an entire investigation on Kandi to find out if they are doing just that, you know.. an investigation with real investigators looking intently at books, numbers, claims, relationships, and stock distributions. Just frothing at the bit to find something illegal. Then after years of this they close the investigation without any charges.

    But you, on your armchair, quarterback, computer have decided Kandi is cooking books and committing fraud.

    The short side is like liberalism. You just point fingers at anyone successful and suggest they are somehow cheating others or not being fair. You don't need facts, just wealth envy.
    Mar 27, 2015. 10:07 AM | 6 Likes Like |Link to Comment
  • Early Adopters Embrace Afrezza, As New Inhaled Insulin Enters Market [View article]
    Afrezza, the microwave of the insulin market. Quick, convenient, and may not completely replace other insulins much like the microwave does not replace the conventional oven. But, try and find a conventional oven these days without a microwave nearby. Such will be Afrezza. It has characteristics that are unique and will improve diabetics lives and longevity.
    Mar 23, 2015. 11:29 AM | 19 Likes Like |Link to Comment
  • MannKind: Another Year Of Disappointments? [View article]
    LFD,
    I remember you commenting on articles 2 years ago about how Afrezza was never going to be approved because you thought if this treatment was going to be inhaled then it must be bad for you. I remember you saying you thought Mannkind was hiding something in their Phase 3 findings. Valid questions but what about now?

    I now can see newly prescribed Afrezza patients talking on twitter about how they are getting "amazing numbers" and it's "life changing". I see others desperately waiting for their doctors appointment to get prescribed. I see CGM charts that are dramatically better in the ability to control highs and lows than when they were on injected insulin.

    I have not heard any diabetic show up and say it does not work for them yet. I am of course not saying it's a home run yet just because of a few twitter reports. But it is what we have to go on so far. You can be sure I and many others do understand the majority of diabetics are probably not on twitter and could care less of telling eager investors what their results are.

    Here is an interesting tidbit. I actually live in Atlanta and had the opportunity to have lunch with Afrezzauser, (Sam.) I watched him comfortably inhale his dose a little bit after he started eating, right at our table. I watched his CGM afterwards and saw how fast Afrezza worked. I won't bore you with the numbers because I know you feel their must be a conspiracy here somewhere.

    Sam has said Afrezza is having the ability to control your diabetes real-time! Did you hear that...? One more time... REAL-TIME control. This is why you are able to get better numbers, and as we are likely to see, a much better A1C. You do understand what that means for someone who is diabetic don't you? It means life! More if it! and more of it in better health!

    Regards,
    Mark.
    Feb 25, 2015. 05:28 PM | 9 Likes Like |Link to Comment
  • No MannKind Buyout Until Afrezza Is Profitable [View article]
    I enjoyed this response PA. I also enjoy Rho's articles. George is very thorough in research of numbers and facts to come to his conclusions. I believe some of your recent articles have addressed the psychology of the investor and I feel there is value there as well. We, as investors/traders, spend so much time trying to either, remove psychology from our investment decisions or, understand majority group psychology and how it may affect a stock before it happens. This makes understanding stock, comment board, popular topics important.

    There eventually always seems to be the question of ones merits and abilities to bring value to the conversation when they mention having garnered a collective feel for mood on a stock by reading various comment boards. I think if you have the ability to see through the usual flotsam and jetsam on these boards, one can pull in actual usable data that can help make successful trading decisions. Key word of course is, help. It is merely another tool that should be given specific value and tallied with all other pertinent information.

    I appreciate both yours and George's styles of research and articles. That is the beauty of having this forum. The variety of authors. Also, there is a symbiotic relationship between the writer and investor-reader when it comes to a "cult" stock. The investor wants to talk about their investment to no end and the writer is willing to supply the topics. When I see the time between articles getting long on a favorite stock, I find myself wishing someone would write an article on some recent aspect of the stock so we can all chime in again like a town hall meeting.

    Keep it up, I'll stop reading when it stops informing or stops being entertaining.

    Regards,
    Mark.

    Feb 19, 2015. 01:08 AM | 4 Likes Like |Link to Comment
  • No MannKind Buyout Until Afrezza Is Profitable [View article]
    You know now that I think of it, thanks for pointing out the most twisted non-logic I've heard of yet. So the FDA warns that smokers should not use Afrezza. FDA --> "No no.. we wouldn't want you to use something that might reduce your high-low peaks and possibly greatly improve your quality and longevity of life.. Just keep on smoking instead. you know, inhale hot gases from burning leaves that has known carcinogens in it. It's obvious you are very conscientious about your health. We wouldn't want you to inhale something that is actually in the body like insulin and reduce your oxidative stress. It's a good thing we were looking out for you. You might have done something bad for your health and it would have been all our fault." Geessh..
    Feb 18, 2015. 11:24 PM | 4 Likes Like |Link to Comment
  • The Real News About Afrezza From The JPMorgan Conference [View article]
    Stop trying to convince PharmaGreek about the potential success of Afrezza. He/she is here for a very important reason. To remind us of the legal side. It's like having your own lawyer right here(for free) telling us what you can and cannot say when it comes to selling Afrezza to real doctors that prescribe to real patients.

    I totally get PharmaGreek now. His job, livelyhood, career, integrity depends on following what the law, and the law being the FDA, says you can and cannot do. If I make the correct assumption from his posts, he is responsible for guiding pharmaceutical companies through those waters and keeping them from making major mistakes that could cost them time, money, and embarrassment.

    Having him/her here has been one of the best compliments to PA's articles and I thank this person for telling us what can and cannot be said, what can and cannot be printed, and what ultimately guides the legal medical community - Data confirmed by the FDA.

    This comment thread, for PharmaGreek, is like a warmup before he/she goes to work and has to keep everyone from making unsubstantiated claims. I've seen this in my line of work over and over again. I'm in video production and legal is always there to keep marketing from saying or showing things about their products that may blow the whole shoot or cause a lawsuit down the road.

    I've enjoyed your contribution here PharmaGreek and though this person reminds us of the legal hurdles still in front of Afrezza, I, along with many others here, belief Afrezza, with the advent of social media, will reveal to be a major benefit to diabetics and ultimately sell itself!

    Regards,
    Mark.
    Jan 25, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Watch MannKind Closely, A Short Squeeze Could Be Nearing [View article]
    GRINGO,
    Are you talking about all those Diabetics and Diabetic Organization Representatives at AdCom last April that pleaded the FDA to pass Afrezza for the sake of diabetics all over the united states to have another form of treatment for their life constricting, life shortening disease?

    Are you also talking about the responses throughout the years on SA articles from doctors and medical professionals that have asked the doctors in their fields if they would prescribe Afrezza and said yes they would?

    Well there is always that internist a few articles back, he won't be prescribing Afrezza... right away. Oh and I'm sure there are some masochistic diabetics who love the needles, they won't want Afrezza.
    Jan 13, 2015. 09:10 PM | 4 Likes Like |Link to Comment
  • Watch MannKind Closely, A Short Squeeze Could Be Nearing [View article]
    Okay.. lets say you have concluded an actual high and low from all that you have heard. With the most simplistic of calculations I'll take the median of your data set and conclude a plausible sales number will be about 2 billion a year. I'll take that.
    Jan 13, 2015. 05:31 PM | 3 Likes Like |Link to Comment
  • Watch MannKind Closely, A Short Squeeze Could Be Nearing [View article]
    Your contribution is exactly what we need to hear. Understanding the tactics, words, and angles the short side will use to try to distort will prepare our minds to already have the professional, intelligent, rebuttals ready to counter. This will give the potential investor, who has been guided to the stock and the drug platform because of its success, more information to not be afraid to invest.
    Jan 13, 2015. 11:04 AM | 5 Likes Like |Link to Comment
  • Watch MannKind Closely, A Short Squeeze Could Be Nearing [View article]
    As an investor who has watched this company and it's stock price go through all the manipulation it possibly could handle throughout the years of CRL's, Phase 3's, AdCom, approval, and partner; I think every investor or trader rooting for the upside needs to be very mindful of the fact that short interest that large will not go down without a fight.

    It doesn't work that easy that all we have to do is produce a launch and some positive sales and it's over. There is obviously some very big money invested in the short side. These players have the money to produce very professional FUD pieces even after we get the results we are expecting at launch and forward. You can be sure these players already have professional people, and materials ready to go in case Afrezza performs.

    Remember the video of Cramer saying that if you short, you must foment! Knowing these players will be dropping bombs ahead of time will prepare you and future investors to recognize the attacks and see the history behind them.

    I am sure you will see pieces rehashing sales numbers, articles on a person who got cancer using Afrezza, Someone reporting using it and it didn't control their diabetes and nearly killed them. With millions if not a billion dollars or more at stake this battle between long and short will continue for some time.

    Mark.
    Jan 13, 2015. 10:15 AM | 9 Likes Like |Link to Comment
  • My Portfolio Of Well-Valued Growth Stocks [View article]
    You know Psycho, I think the long story behind Mannkind and Afrezza is kind of blurring the true potential success of the pocket whistle/chap-stick inhaler that every diabetic will have on hand and know how to use ultra fast acting insulin. This is not a new medication diabetics need to try out.. it's just another way to administer insulin that is incredibly convenient, pain free, and better mimicking the pancreas.

    good luck!
    Mark.
    Jan 7, 2015. 03:19 PM | 2 Likes Like |Link to Comment
  • MannKind Corporation: An Analysis [View article]
    PharmaGreek,
    Thank you for taking the time to reply in detail. I believe the concerns of inhaling anything other than life sustaining fresh air will always be a talking point when it comes to administering meds. Only a long term study will tell if the benefits of Afrezza outweigh any negative affects that may arise from long term use.

    A couple of things to note. I don't believe we will be finding out this year or next year or even 2017 that Afrezza increases the risk of cancer so much that they will be discontinuing it's use. The risk of this becoming a reality may prevent MNKD stock from reaching a high multiple but, it shouldn't keep it from increasing substantially if diabetics find a home for Afrezza in their daily use.

    Also, one of the key elements in the cancer scare of Afrezza is those that recall insulin as a growth factor. This would not be the case if the Technosphere technology was to attempt to deliver pain meds quickly or some other medication that would benefit from a speedy delivery. This allows Mannkind to be able to develop other meds into the pipeline that are completely unrelated to the growth factor of insulin.

    From what I have read there is a study still active on the Exubera users who were granted use of Technosphere inhaled insulin because of some sort of request for being unable to use anything else because of extreme needle fear.

    this group is small, I think 16, but it is interesting to know there is a test ongoing that is over 6 years of inhaling Technosphere insulin(that's what the study calls it.) This does not even include how many years they were inhaling Exubera! This test ends this year around May.

    http://1.usa.gov/178ryuQ

    Thank you again for your well informed input into the discussion here and good luck with your investments!

    Regards,
    Mark.
    Jan 2, 2015. 08:54 PM | Likes Like |Link to Comment
  • MannKind Corporation: An Analysis [View article]
    PharmaGreek,
    A well explained look at "increased risk" and "causing" statements. One of my questions about insulin being a growth factor is that if one could suspect that it would cause cells to grow, including precancerous cells, has there ever been a study on injected insulin sites showing any unusual cell growth? I'm not diabetic so from what I understand you inject insulin into fatty areas and not directly into a vein for absorption. Wouldn't we see some sort of abnormal cell growth at least minimally in those predisposed to say skin cancer in the area of repeated injections?

    Just a thought among many when it comes to the on going discussion of the potential success of Afrezza.

    Regards,
    Mark.
    Jan 2, 2015. 02:19 PM | Likes Like |Link to Comment
  • MannKind Corporation: An Analysis [View article]
    You underestimate again.. This is a new treatment. The benefits HAEMAN mentions and you say don't exist because they are not on the label are benefits that will be more evident as the diabetic community begins to assimilate to Afrezza's characteristics.

    When the snowboard was invented the first users went down the mountain next to the skiers and did some basic tricks. The skiers said "cool but you guys will fade away. Two skis are much more dynamic." Snowboarders practiced and learned the things that were cool to do and exclusive to snowboarders. The sport is in the Olympics now!

    Just wait for the diabetic community to find out all the benefits and ways to use Afrezza, whether on the label or not, if it works, they will be using it for it. Much like we take aspirin to thin blood and prevent strokes and heart attacks now though it was originally used as a pain reducer.

    We are trying to think out of the box (and beyond the label). That's what makes a great investment.

    good luck!
    Mark.
    Dec 29, 2014. 11:49 AM | 3 Likes Like |Link to Comment
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