Re: Mannkind's Afrezza May Be Half As Effective As Current Injectable Insulins
posted on
Aug 15, 2013 03:19PM
Edit this title from the Fast Facts Section
i have to admit, i read the press release, i listened to the conf call, and i came to the conclusion that there are going to be so many hit pieces i'm not going to bother reading them anymore. sounds like a cop out but it's insulting to read some of their blabber. you can take rock solid data from any trial and poke holes in it. you can take shitty data and make it look pretty good (i refer you to many, many clinical trials, but think of the NASCIS trials as a great example where for years we all suspected we shouldn't be giving steriods to SCI victims but because a very flawed study accepted by the NIH said we should, we gave them a crapload of methylprednisolone- and harmed many people in the process over many years and even now, older or out of touch neurosurgeons still think we are supposed to give it.....GGRRRRRRRRR!!!). i have the info that i need on afrezza, namely, what the FDA wanted was fullfilled. i hate going over clinical trial numbers. always did. if we had an epidemiologist/statistician on the board that would be nice, but liane seems pretty good at that stuff. i'm not going to waste my time with these idiots, whose motivation i could never truly know. i'm sure a few are genuine but others chose a path and choose not to be objective (i chose a path but am objective). so no more wasting time for me. i like reading the board though. i picked up 1000 more shares today at 6.82 because i couldn't figure out if i wanted to buy or sell calls, or sell puts. then i figured why not start accumulating more shares with this dry powder i'ver been sitting on. so in short, i heard what i needed to hear and so did BP. if the FDA decision were tomorrow i'd give this a 99% chance of approval. as it is with april a long ways off, i'd say there is a 10-15% chance of something happening in the meantime that would lead the fda to a diff conclusion, and maybe a slightly higher chance of not including type 2 on the label, but again very high probability of approval for both indications IMO. I'm not worried so much about the pps right now as that will be quite fickle for a while, not to mention a few bear raids are coming. Hey Trend, how'd the TA hold up :)