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Post by lennymnkd on Aug 21, 2019 16:05:49 GMT -5
Who’s not to say a partnership or some type of alliance with the likes of RLS / Dexcom / etc .. is what might be needed to get BP interested in what mnkd has to offer , more than one way to skin a cat ... I’m sure mike and BOD know what’s needed.
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Post by longliner on Aug 21, 2019 16:13:19 GMT -5
Who’s not to say a partnership or some type of alliance with the likes of RLS / Dexcom / etc .. is what might be needed to get BP interested in what mnkd has to offer , more than one way to skin a cat ... I’m sure mike and BOD know what’s needed. I like MNKD+RLS+UTHR=LLY
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Post by agedhippie on Aug 21, 2019 19:36:10 GMT -5
LLY had an inhaled insulin and they dumped it. That was a $145.7M write off. From their 10Q, " a thorough evaluation of the evolving commercial and clinical potential of the product compared to existing medical therapies." Instead they invested in Byetta. That's the historical reason why they won't do it. The practical reason is that for Afrezza to be successful it needs to take market from RAA and Lilly owns half that market with URLi ready to go as it's follow on to Humalog. Why would Lilly give a competitor that is going to take market share from it a hand up. Sanofi was viable because Apidra was a distant third. That's my reason why it won't happen. I will check back in a year and see which of us got it right. A far more likely option in my book is UTHR buying Technosphere or Mannkind.
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Post by longliner on Aug 21, 2019 20:23:40 GMT -5
[qunoote author=" longliner" source="/post/187138/thread" timestamp="1566421999"] I like MNKD+RLS+UTHR=LLY LLY had an inhaled insulin and they dumped it. That was a $145.7M write off. From their 10Q, " a thorough evaluation of the evolving commercial and clinical potential of the product compared to existing medical therapies." Instead they invested in Byetta. That's the historical reason why they won't do it. The practical reason is that for Afrezza to be successful it needs to take market from RAA and Lilly owns half that market with URLi ready to go as it's follow on to Humalog. Why would Lilly give a competitor that is going to take market share from it a hand up. Sanofi was viable because Apidra was a distant third. That's my reason why it won't happen. I will check back in a year and see which of us got it right. A far more likely option in my book is UTHR buying Technosphere or Mannkind.[/quote] Tadalafil is the common tie for the entire aquisition. (Inhaled Cialis) I know, I know you will stic😏k to the pill🤣
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Post by ktim on Aug 23, 2019 15:03:49 GMT -5
Who’s not to say a partnership or some type of alliance with the likes of RLS / Dexcom / etc .. is what might be needed to get BP interested in what mnkd has to offer , more than one way to skin a cat ... I’m sure mike and BOD know what’s needed. We already have an alliance with RLS.
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Post by lennymnkd on Aug 23, 2019 15:36:51 GMT -5
And if that alliance proves credible and produces a profitable opportunity which , for the little we know could very well happen / it could very likely draw interest from big pharma .. my point exactly... remember Technosphere is unique and in a class of its own and under the right circumstances could be very profitable for a pharmaceutical company with the money and market to give the chance it deserves.
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Post by longliner on Aug 30, 2019 14:41:37 GMT -5
LLY had an inhaled insulin and they dumped it. That was a $145.7M write off. From their 10Q, " a thorough evaluation of the evolving commercial and clinical potential of the product compared to existing medical therapies." Instead they invested in Byetta. That's the historical reason why they won't do it. The practical reason is that for Afrezza to be successful it needs to take market from RAA and Lilly owns half that market with URLi ready to go as it's follow on to Humalog. Why would Lilly give a competitor that is going to take market share from it a hand up. Sanofi was viable because Apidra was a distant third. That's my reason why it won't happen. I will check back in a year and see which of us got it right. A far more likely option in my book is UTHR buying Technosphere or Mannkind. Then it looks like we could both be right! Imagine a win win for the two of us.😁 UTHR takes MNKD already combined with RLS making you correct. LLY takes UTHR making me correct!
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Post by sportsrancho on Aug 30, 2019 15:23:27 GMT -5
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Post by longliner on Aug 30, 2019 15:46:50 GMT -5
Well.....I'm not about to argue with an insider!🤣🤣
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Post by lifebreath on Aug 30, 2019 16:23:42 GMT -5
Well.....I'm not about to argue with an insider!🤣🤣 UTHR market cap is 3.62 billion. I think MNKD best option for shareholders is bring in a new CEO who can create some value iwith the assets we have.
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