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Post by ashiwi on Oct 31, 2014 5:19:23 GMT -5
There was a lot of hype about The Cricket device for migraine pain. Torrey Pines had been conducting trials with lab rats. I would like to hear that human trials are about to start. Or that a partnership with a big pharmaceutical has been inked to develope the migraine pain indication.
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Post by LongMNKD on Oct 31, 2014 8:25:12 GMT -5
I want to hear about new liscensing deals/partnerships with Technosphere such as more about the deal with Technovax and Flu Vaccines. I want to hear plans PAST Afrezza technovax.com/inhaled-powder-vaccines/They basically already said that the process of evaluating what Technosphere opportunities to pursue is something that is ongoing with hired consultants. They've set the time expectation for this and it isn't now. Sorry, that pony isn't being delivered for Christmas in Nov. Dang I want to ride that pony! I must have missed that. Do you have any Links to those time expectations?
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Post by brentie on Oct 31, 2014 8:50:06 GMT -5
Unidentified Analyst We’ll be digging into that a little bit. Can you discuss broadly your plans for future R&D initiatives and applications for your inhalation technologies? Hakan Edstrom - President and COO Actually, we are right now in discussions with one of the major companies looking into kind of portfolio management. We want to make sure that beyond what we understand ourselves, our technology can accomplish that we look at significant unmet medical needs and we look at what are good business opportunities. So, we are just in the process of launching that and we’ll have a discussion with our board in November and in February in regards to the areas that we think are our significant investment opportunities. We’ve done that is already in GLP-1 for instance with our product and we did see some very good effects there and actions in that scenario where Sanofi even has an access to and if they want to. Pain management is another area where we’ve seen our PK/PD profile make a significant difference for instance for people that are suffering from migraine and other ad hoc opportunities where also you are not looking at the chronic use of the products for inhalation, it really becomes much less of an issue. So I would say in the next couple of quarters, we will be able to come back and elaborate even further in terms of what specific technologies that we are or disease areas that we will hopefully approach with our technologies.Matthew Pfeffer - Corporate Vice President and CFO Yes, I guess, my short answer is no we can’t but not because so much because we can’t it’s because we are not really prepared too yet. To some extent, we’re suffering from an embarrassment of riches. There are so many things that could potentially benefit from this delivery technology. We want to make sure we pick the right ones and to be frank we are quite proud of the fact over the last couple of years that we made a promise or commitment, we’ve kept that promise and commitment and when we did it, when we said we’re going to do it and we’d like to keep that up. So we want to make sure these plans are more fully baked before we roll them out to the investing public, seekingalpha.com/article/2482785-mannkinds-management-presents-at-morgan-stanley-global-healthcare-conference-transcript?page=2&p=qanda&l=last
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Post by suebeeee1 on Oct 31, 2014 10:09:31 GMT -5
As I own a large call option for November 22nd, I'm hoping that Santa Claus comes early too. Not that I'm expecting it anymore....... I think I'm getting coal in my stocking!
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Post by cybergym66 on Oct 31, 2014 10:17:22 GMT -5
As I own a large call option for November 22nd, I'm hoping that Santa Claus comes early too. Not that I'm expecting it anymore....... I think I'm getting coal in my stocking! What's your strike price? $7...maybe...I bought $14 back at the beginning of Aug! Coal for me!
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Post by babaoriley on Oct 31, 2014 12:24:48 GMT -5
As I own a large call option for November 22nd, I'm hoping that Santa Claus comes early too. Not that I'm expecting it anymore....... I think I'm getting coal in my stocking! If you played it like I did, suebeeee, you wouldn't be getting coal in your stocking. Here's what I'll be getting come November expiry - several thousand more MNKD shares, but I'll be paying $7 and $9 for them, based on selling puts at that strike price back in July, at which time I was sure that we had enough time to get the partnership done and announced, and that the share price would easily float up past $9 by November expiry! Along with those MNKD shares that are coming my way, I will no doubt also receive a margin call, LOL! So if Santa's coming, let it be before November 21!!
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Post by ashiwi on Oct 31, 2014 12:47:06 GMT -5
Baba, All is not lost yet. Nov 20 (the day before options expiration) SNY is holding a conference in Boston to discuss their launches for 2015. We will get a lot more details on the Afrezza launch. With hopefully a lot more hype too. I'm right there with you with $6,$7,& $8 PUTS that I sold. I'm still confident we might see 8. I've had a good run this past year selling PUTS almost every month. This is the 1st month they have been under water.
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Post by jpg on Oct 31, 2014 13:10:34 GMT -5
Where do you live now? JPG I haven't lived in Spain for quite a while. Right now I live in Hawaii island. Moved from Tokyo about 3 year ago, right after the tsunami. My other half, Japanese, really wanted to move and my kids love it here. What part of Galicia? I love the Cantabric coast, all of it, from Euskadi to Galicia. Best food hands down. By the way, my favorite white wine, almost any albariño. What about you? Where are you located? So how long do you think we will have to wait to see Mannkind management opening up a bit more. I do not think there is anything inherently wrong with keeping quiet, but sometimes it seems a bit odd that after so many years of taking it on the chin, they do not come out swinging a bit more. On the other hand this strategy of keeping silent projects a kind of quiet confidence that I quite like. One should only say something when there is something to say. After all they already have been sued once by some of their own investors, so who can blame them. EOD I can definitely see the attraction of Hawaii as the rains have started in my part of the world (Vancouver, Canada). Vancouver is as tropical as Canada gets. British Columbia is spectacular but when the rainy season starts it is a bit rough. I'm originally from Montreal (the french part of Canada). I certainly would love to live in Tokyo for a year or so. Just not certain what I could do there... As for Galicia I spent some time mostly in Bayona and Vigo as well as in Viana do Castelo and Porto (Portugal) mostly doing little other then living on a sailboat (it's actually hard work...). I think investors are asking to much of Mannkind and personally like the way they communicate. To me they are acting like professionals. Since the last CRL they have delivered on every promise and on time (when they can control the timing). When I buy a stake in a company I look at it as if I am hiring managers to run a business. If I think the managers are idiots (uncommon) or only interested in themselves and not the company (very common) I don't invest. I certainly like having management financially aligned with my long term financial interests. Who could be more invested then Mann? Every time he bough I bought more. He bought shares to prevent his stake from being diluted (debt to equity) and I did the same (and some). If Mannkind issued a press release every 2 weeks and hinted at a bunch of stuff that only sometimes happens investors would be even more frustrated. The more I look at the Sanofi partnership the more I think it is an amazing deal. I think they (Mannkind and Sanofi) will give us the information as it becomes material for shareholders to have the information. It seems abundantly clear that they will not sacrifice a competitive advantage to ease the angst of nervous shareholders. Company sales projections are important to investors but also to competitors. I have been in the business of health care long enough to know what a good product and a good company (not just sales force) can accomplish. I don't need sales projections and don't understand the intense need for having 'all the numbers' before they even really exist. As a long term shareholder (at least 6 years since I started buying shares) I think that no amount of communication would satisfy a certain type of retail shareholders and would only serve the interests of the bashers and 'lawsuit types'. The shorts, bashers, and 'long bashers' (there is a whole board dedicated to attacking, often rather crudely, Mann and top MNKD management) have given us extraordinary buying opportunities. The latest short attack is also a pretty good 'derisked' (if we can ever use that term in biotech...) opportunity. What can management really say to prevent retail investors from setting up foolish stop loss selling instructions and from running in fear when they should be buying? JPG
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Post by seanismorris on Oct 31, 2014 15:53:01 GMT -5
Will the "SNY is holding a conference in Boston" on Nov. 20th be available on the web?
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Post by brentie on Oct 31, 2014 16:02:30 GMT -5
IR THEMATIC SEMINAR ON NEW MEDICINES November 20, 2014 Sanofi will hold an IR Thematic Seminar on New Medicines at the Genzyme Headquarters in Cambridge, MA. A live video webcast of the seminar will be available at 2:30 pm CET / 1:30 pm GMT / 8:30 am EST. The event will be the first in a new series of events focusing on late-stage pipeline assets. The agenda will consist of several deep dive sessions on new medicines and vaccines that we expect to launch in 2015, such as alirocumab, Dengue vaccine, Toujeo® and Afrezza®. A high level update on the next wave of innovative medicines and vaccines will also be provided. The presentations will be followed by a Q&A session. en.sanofi.com/investors/events/corporate/2014/2014-11-20_IR_Seminar_NMD.aspx
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Post by LongMNKD on Nov 2, 2014 10:03:59 GMT -5
Unidentified Analyst Okay. If I may, is there an opportunity to combine an AFREZZA with another drug or drugs to create inhaled combination therapy? Hakan Edstrom - President and COO Yes, there are and people have been looking into that one. Again, the question is what are you looking for? Are you looking for the fast PK/PD profile or are you looking for something that can be combined with something in the blood stream that have longer time effect. So we don’t have a specific product opportunity there but yes there are opportunities to do any type of combination product as well, if it’s appropriate for inhalation delivery. Matthew Pfeffer - Corporate Vice President and CFO Okay. We don’t have specific products. We are not specific products rated to talk about yet. I mean, while we’ve been so much starved for cash as we brought AFREZZA over the finish line, we haven’t -- not been looking at any other product opportunities. And other companies have brought us API and said, can you formulate this into something in Technosphere to the extent they are willing to reimburse us for that. We’ve been happy to do that. That could potentially lead to a product opportunity to a collaboration but it would be premature to announce something like that until something like that is in place. And we’re looking at things like that. "TechnoVax and MannKind Corp. have combined their respective technologies to create a Powder Formulation of VLP Influenza Vaccine for Intrapulmonary Self-Delivery by Inhalation." technovax.com/inhaled-powder-vaccines/Now that the technosphere - flu vaccine deal is in place, maybe we will hear more about it tomorrow!
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Post by babaoriley on Nov 2, 2014 13:51:33 GMT -5
jpg, you wrote, in part:
"Who could be more invested then Mann? Every time he bought I bought more." That's so much like a line from the first "Sabrina" (Bogart, Holden and Hepburn) - Sabrina's father (Fairchild the chauffeur) used it to explain to Sabrina how he amassed a bit of wealth himself - listening to Linus Laribee (Bogie) on Linus's very bulky car phone, as he drove Linus to and from work!
Then you wrote:
"The more I look at the Sanofi partnership the more I think it is an amazing deal. I think they (Mannkind and Sanofi) will give us the information as it becomes material for shareholders to have the information. It seems abundantly clear that they will not sacrifice a competitive advantage to ease the angst of nervous shareholders. Company sales projections are important to investors but also to competitors. I have been in the business of health care long enough to know what a good product and a good company (not just sales force) can accomplish. I don't need sales projections and don't understand the intense need for having 'all the numbers' before they even really exist. As a long term shareholder (at least 6 years since I started buying shares) I think that no amount of communication would satisfy a certain type of retail shareholders and would only serve the interests of the bashers and 'lawsuit types'. The shorts, bashers, and 'long bashers' (there is a whole board dedicated to attacking, often rather crudely, Mann and top MNKD management) have given us extraordinary buying opportunities. The latest short attack is also a pretty good 'derisked' (if we can ever use that term in biotech...) opportunity. What can management really say to prevent retail investors from setting up foolish stop loss selling instructions and from running in fear when they should be buying?"
The above goes in the "I sure hope you're right" category, and is very well said. And I have always agreed with your comment about undo emphasis on the numbers - to quote another famous film, "Que sera, sera."
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Post by suebeeee1 on Nov 3, 2014 12:39:19 GMT -5
Yup...in at $7...long waaaaay to go! Maybe we will hear something good from SNY on Nov 20th?
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Post by suebeeee1 on Nov 3, 2014 12:42:26 GMT -5
Baba, All is not lost yet. Nov 20 (the day before options expiration) SNY is holding a conference in Boston to discuss their launches for 2015. We will get a lot more details on the Afrezza launch. With hopefully a lot more hype too. I'm right there with you with $6,$7,& $8 PUTS that I sold. I'm still confident we might see 8. I've had a good run this past year selling PUTS almost every month. This is the 1st month they have been under water. I'm taking the high road too. I will be owning a whole lot more come Nov 21st which WILL be worth my strike price come May 2015. I just ended up paying a bit too much for them...lol. I have more options out for January and later. By the time this is over, I may quite a bit of this company
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Post by cybergym66 on Nov 3, 2014 12:48:23 GMT -5
Yup...in at $7...long waaaaay to go! Maybe we will hear something good from SNY on Nov 20th? If we can hear some good info today during the CC and they reference the SNY Nov 20th event, I could see the price trending up and making a run at $7...$14...not so much! I think we, and many investors, are waiting for news/information that gives us clarity, optimism and hope.
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