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allstar0088

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  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    Lets remind everyone that Mannkind has already received $200 million from Sanofi since last year. Investors take note.
    May 25, 2015. 02:55 PM | 3 Likes Like |Link to Comment
  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    Some early adopters have reported "life-changing" results precisely because they don't have to carb count with Afrezza and some have also reported that they need less basal insulin, probably because they have become more insulin-sensitive since beginning Afrezza use. Of course, this is all anecdotal. But it's interesting to compare what should happen according to traditional modes of thinking about diabtes, and what is actually occurring in PWD using Afrezza.
    May 25, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Afrezza's Slow Launch: It's Still Early, But I Kinda Told You So [View article]
    Yes, Sanofi has given $200 million to Mannkind since last year precisely because it doesn't believe this Afrezza stuff works. I will take such a lukewarm embrace any day.
    May 12, 2015. 01:37 PM | 8 Likes Like |Link to Comment
  • Analyst downgrades MannKind on lackluster prospects for Afrezza [View news story]
    @Investing Doc

    As stated in the FDA's own documents, "before initiating Afrezza perform...spirometry (FEV1) to identify potential lung disease in all patients." Of course, asthmatics and individuals with chronic lung disease, for whom the drug is contraindicated, will not perform well on such tests. Clinical studies have shown a small decline in FEV1 values (up to 2 years of observation). The FDA docs also say "assess pulmonary function (e.g. spirometry) at baseline." If you have a problem with the use of the term "baseline" then take it up with the FDA.

    As further shown in the FDA docs, "A decline in FEV1 of ≥ 15% occurred in 6% of AFREZZA-treated subjects compared to 3% of comparator-treated subjects." The FDA advises discontinuation of use if decline is greater than or equal to 20% in FEV1 from baseline (there goes that word again).
    May 12, 2015. 06:58 AM | 1 Like Like |Link to Comment
  • Analyst downgrades MannKind on lackluster prospects for Afrezza [View news story]
    @johnchowmd

    You're so right. The test for FEV1 is just a baseline measure. After first 6 months of treatment its measured again and compared against the initial test; and then the test is done yearly thereafter. If you don't already know you're asthmatic or have COPD, you'll surely find out after the test.

    This claim about a detailed medical history being an impediment is bogus. Whenever you go see a new doctor he makes you fill out a new patient questionnaire that, for the most part, is several pages long. It's not the doctor who's filling it out, its the patient. Of course, if you ask the same doctor you've been seeing for years if you could try Afrezza, he would already have your medical history on file.

    All these FUDsters are trying to make getting a prescription for Afrezza seem like a day at the DMV. According to early adopters' feedback, the only worries they've had is whether or not insurance will cover it.
    May 11, 2015. 06:06 PM | 5 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    @BC

    Investors should just dump or short Sanofi, Novo Nordisk en masse and invest in nutrition supplements and health care centers. Anyone familiar with Gold's Gym balance sheet? It should get better because they will soon be flooded with diabetics working on their six-packs if these "trends" hold up. Waste management companies should be on watch lists as well. Someone has to dispose of all the syringes and insulin vials that diabetics will be encouraged or forced to throw away because their trainer, who will replace their endocronologist in importance in their diabetes treatment, told them that doing extra pushups will better control their diabetes.

    Hey diabetics, you're doing it all wrong. Throw away that insulin. Buy a P90X DVD instead. You'll be cured. Welcome to 21st century healing.
    Apr 26, 2015. 01:28 PM | 4 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    @js888

    Perhaps I didn't make myself clear enough and I apologize. I was referring to control over what the body naturally produces. If you eat 50 Ring Dings, you're still going to have a lot of sugar circulating in your system; gluconeogenis will do nothing to correct that. In a non-diabetic person, I think the way it works is that the body would sense this flood of sugar coming into the system and shut off glucose production because there's already enough glucose in your system to meet your body's energy needs.

    The problem for diabetics, especially in type 2s, is excessive gluconeogenesis whereby the body is not sensing blood glucose levels correctly, hence, continuing to produce more glucose after energy needs are met and thus leading to sharp rises in glucose levels that many diabetics experience in the morning after a night's sleep.

    So excessive gluconeogenesis, as experienced by diabetics, does have an impact on overall glucose levels in the system. If Afrezza can shut off this biological mechanism when glucose supply is sufficient, it would be another quiver for diabetics in their battle to stabilize their blood glucose levels.

    http://bit.ly/1I4Ru9A
    Apr 24, 2015. 01:00 PM | 1 Like Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    @BearCrusher

    Your opinion that gluconeogenesis is "unimportant to regulating glucose levels" is not supporterd by any evidence you have linked to thus far. I think you are also confusing hypoglycemia and hyperglycemia. The assertion that Afrezza helps to turn off gluconeogenesis is not related to any claim to lower the probability of hypoglycemia, instead by turning off the body's natural glucose production, the drug helps the diabetic from reaching abnormally high levels of blood glucose. Simple math: naturally-produced glucose plus mealtime glucose equals a lot of glucose circulating in the blood. That's not a good situation for anyone, but even worse for diabetics.

    As the link below shows, "increased gluconeogenesis is responsible for the increased whole body glucose production in type II diabetes mellitus after an overnight fast." That's certainly far from the neglible impact that you claim gluconeogenesis has on glucose control.

    http://1.usa.gov/1I3ziNB

    Some more interesting reading on gluconeogenisis for the intellectually curious:

    http://bit.ly/1I3zhcy
    Apr 24, 2015. 07:00 AM | 5 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    @BearCrusher

    I think in your breathless determination to bash Afrezza, you lose sight of the fact that it's a bolus insulin; that is, it's meant to be used as a prandial or mealtime insulin. Of course using a mealtime insulin presupposes that one is preparing or planning to consume food. But in between meals, the body also has a nifty mechanism for assuring that it has immediate access to fuel, especially in times that require sudden and prompt action like running from a dog or chasing a wind-blown hat. This process called gluconeogenis, as I understand it, occurs throughout the day.

    When a meal is started, a non-diabetic person's body will sense a rise in glucose levels and turn off gluconeogenis. Unfortunately, this ability in a diabetic person is compromised and, hence, not only is his blood glucose levels influenced by what he eats, he also has to endure the additional glucose his own body is producing. This is my layman's understanding of this important mechanism. It's not difficult to see why a diabetic would look favorably on a drug that enables him to achieve blood glucose controls that mimic those of a non-diabetic.
    Apr 23, 2015. 07:53 PM | 4 Likes Like |Link to Comment
  • Mannkind: Flawed? No Competition? Overall Superior Drug? [View article]
    Again another rehash of the minutiae of the FDA documents. Of course, the author did not refer to any of the anecdotal evidence that early adopters of Afrezza are reporting on various blogs, web sites, and Twitter accounts. When you look at the incredible blood glucose control that some early adopters have reported (some have even posted pictures of their CGM showing linear control rather than roller-coaster peaks and valleys), you then understand how life-changing Afrezza is when used outside of a clincal setting.


    Yet this author is still reading the FDA documents. I haven't read any of these early adopters talking about DKA with their endocrinologists, nor most likely did their doctors mention it to their patients.
    Mar 9, 2015. 09:50 AM | 11 Likes Like |Link to Comment
  • Forget Biased Analysts, Diabetics Love MannKind's Afrezza [View article]
    @MCA

    Thank you author, your article echoes what I wrote in the news item regarding the GS downgrade:

    "The testimonies of early Afrezza adopters belies the "modest efficacy" proclaimed by some newsletter hacks. Go to afrezzauser's blog or tudiabetes.com or Afrezza Youtube videos and witness the incredible blood sugar control these users are achieving with daily use of Afezza. It is these kind of testimonials from real users, not investors, that have led the likes of Peter Lynch to reap huge investment profits in their career because they saw the product in action and recognized something special in the product's potential that you just can't get from staring at a DCF analysis or ignoring a planned slow launch that includes giving away free samples so that diabetics can test for themselves how well their body will react to inhaled insulin.

    As a long, I hate to see the stock go down, but at these levels I'm willing to invest more dry powder alongside Al Mann.

    Don't believe the hacks, go to the source ---early adopters of Afrezza---and see for yourself the life-changing benefits of this drug. Funny how these testimonials go underreported by the MSM."
    Mar 3, 2015. 10:39 AM | 19 Likes Like |Link to Comment
  • MannKind off 10% premarket on Goldman downgrade [View news story]
    The testimonies of early Afrezza adopters belies the "modest efficacy" proclaimed by some newsletter hacks. Go to afrezzauser's blog or tudiabetes.com or Afrezza Youtube videos and witness the incredible blood sugar control these users are achieving with daily use of Afezza. It is these kind of testimonials from real users, not investors, that have led the likes of Peter Lynch to reap huge investment profits in their career because they saw the product in action and recognized something special in the product's potential that you just can't get from staring at a DCF analysis or ignoring a planned slow launch that includes giving away free samples so that diabetics can test for themselves how well their body will react to inhaled insulin.


    As a long, I hate to see the stock go down, but at these levels I'm willing to invest more dry powder alongside Al Mann.


    Don't believe the hacks, go to the source ---early adopters of Afrezza---and see for yourself the life-changing benefits of this drug. Funny how these testimonials go underreported by the MSM.
    Mar 3, 2015. 10:11 AM | 4 Likes Like |Link to Comment
  • BlackBerry Classic to hit Verizon tomorrow [View news story]
    Looks AWESOME.

    http://read.bi/1LE5RjF
    Feb 25, 2015. 02:13 PM | 4 Likes Like |Link to Comment
  • MannKind: Another Year Of Disappointments? [View article]
    Seeking Alpha needs to do a better job of dissuading authors from rehashing their old articles as some sort of new piece.
    Feb 25, 2015. 09:02 AM | 18 Likes Like |Link to Comment
  • MannKind: Great Afrezza Word Of Mouth, But Prescriptions Won't Soar Right Away [View article]
    Not much to say other than institutional ownership is going in the right direction for MNKD longs.
    Feb 7, 2015. 10:22 AM | 1 Like Like |Link to Comment
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