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Post by mnholdem on Aug 6, 2014 7:06:15 GMT -5
The decision to use Amphastar Pharmaceuticals to supply insulin for the manufacturing of Afrezza® will streamline entry into the Chinese market, since China nearly always requires that any company that wants to do business in China must invest in China. Although they are behind schedule, Amphastar is currently building its manufacturing facility there under an agreement with the Chinese government.
But does this mean that Amphastar will be the sole supplier for future manufacturing of Afrezza? The answer is likely no. Hakan Edstrom indicated at a June 13 health care conference that Mannkind Crop was in talks for both a North American distributor and at least one global distributor.
I’m now convinced that Eli Lilly, with its human insulin manufacturing plant in Indianapolis, has won manufacturing and distribution rights for the North American diabetes-care market and that there will be at least one additional partner, and possibly more, for the global distribution of Afrezza. This thesis would mean at least TWO upfront cash payments by BP’s which lowers each BP’s financial risk, commonly incurred with partnering to market & distribute of any new drug.
I also think Amphastar Pharmaceuticals, which manufactures other drugs besides human insulin, fits well into the future of Mannkind's proprietary Technosphere® delivery system and drug pipeline. Therefore, Amphastar should also be considered a prime candidate for acquisition by the global BP. It would not surprise me if a deal has already been reached toward that end.
Finally, I believe that when multiple partnership agreements are reached, each is agreement is usually announced separately. Investors should not be surprised if the North American partner is announced on Friday after hours, followed by an announcement(s) of global partnership(s) on Monday, when European markets are open.
Multiple partnerships is what my research concludes is the most likely scenario. Good fortune to all!
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Post by papihoyos on Aug 6, 2014 7:30:58 GMT -5
I wonder if Al is timing the announcements to serve maximum pain to the shorts.
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Post by Deleted on Aug 6, 2014 18:42:31 GMT -5
The subject reminded me of this quote:
"One Ring to rule them all, One Ring to find them,
One Ring to bring them all and in the darkness bind them"
Nothing sinister intended.
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Post by BD on Aug 6, 2014 19:42:42 GMT -5
That was precious, mnpedaler  |
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Post by liane on Aug 6, 2014 19:44:25 GMT -5
That was precious, mnpedaler He should meet "carefreehighway" on the GMCR board. I was thinking the same thing. |
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Post by mnholdem on Aug 6, 2014 22:28:49 GMT -5
The subject reminded me of this quote: "One Ring to rule them all, One Ring to find them,
One Ring to bring them all and in the darkness bind them"Nothing sinister intended. Only in this case, Saaron would be Alfred E Mann who has been executing a Master Plan of his own devising, keeping both shareholders and the diabetes-care industry in the dark as it unfolds. Some day we'll have to chat about his new company Medallion, and the next generation insulin infusion pump, which monitors glucose, automatically delivers insulin as needed, then sends data to a smart device which generates reports and graphs which can be transmitted to physicians. More significant is that it would engage the patient in taking care of themselves. Another day, perhaps. |
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Post by chauffe00 on Aug 6, 2014 22:42:16 GMT -5
That post I copied from seyhey that was on ymb could be playing out nicely...
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Post by Deleted on Aug 7, 2014 14:01:36 GMT -5
I'd be tempted to do a drive-by if I could find an address for Medallion in "The Cities" but I can only find one in Valencia, CA
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Post by mnholdem on Aug 7, 2014 14:13:44 GMT -5
I'd be tempted to do a drive-by if I could find an address for Medallion in "The Cities" but I can only find one in Valencia, CA Here is the link to the article I quoted:
www.vcpost.com/articles/22300/20140307/alfred-mann-foundation-launches-medical-device-startup-in-minnesota.htm
The headquarters is in California, but perhaps the R&D is in Minnesota. Medtronic Inc & the Mayo Clinic are there, but the article doesn't really say whether Don Deyo actually left Medtronic to head up Medallion Therapeutics or if it's some kind of joint venture.
Of course, the news report could be wrong about the location, too...
I once wrote a post about how Al called Minimed "his baby" but still sold it. Minimed is a teenager now, but I could see how Mann would want Minimed to evolve. That pump, which Al Mann developed and sold to Medtronic, was a breakthrough in diabetes-treatment.
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