adam feuerstein:
My take: Afrezza T1 efficacy will be a positive vote. We get to safety questions later in discussion.
adam feuerstein:
Unless the panel has serious concerns about safety, it looks like today will be a good day for MNKD longs. That's my read of the situation right now.
3：26 p.m.
adam feuerstein:
MNKD winning
3：33 p.m.
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adam feuerstein: |
3:47 p.m.
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adam feuerstein:
None of these panel comments are in the "we hate this product and will vote no" category... More about how to put in place risk management for an approved product. |
3:51 p.m.
adam feuerstein:
At this point, the only unknown is the size of the victory margin for MNKD
3:55 p.m.
adam feuerstein:
I voted +$2-3 or about a 50% move higher. Big financing overhang might keep reaction more muted than normal.
First Vote for Type I Indication:
4:23 p.m.
adam feuerstein:
13 yes 1 no 1 abstain
4:35 p.m.
adam feuerstein:
I'll say it now.... MNKD and its supporters were right about Afrezza approval.
I was wrong.
Still waiting for T2 vote but it will also be positive.
Second Vote for Type II Indication:
4:43 p.m.
adam feuerstein:
14 yes 0 no
