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Post by nadathing on May 6, 2017 8:59:49 GMT -5
Virtually all pharmaceuticals shipped internationally that are light in weight and of high value go via air freight, while this quote was for a twenty-foot ocean container requiring one month to arrive. Way too much can go wrong with a high value temperature controlled product during a one month transit to ship pharmaceuticals by ocean. When I worked in Asia I managed a pipeline from various places of the world to Tokyo, and we shipped all our high value product by air with about 40 tons per month transiting via FedEx and another 40 tons consigned to various air freight forwarders. Since air frames are fixed in size and the air line needs to make maximum use of the cargo hold, the shippers like to stack heavy items (like urgent auto and machine parts) on the bottom of a pallet and then top it up with light weight pharma products; this make it reasonably economical for all concerned. We also received about 55 eighty-foot ocean containers a month, but that was all low value and temperature insensitive goods or raw materials for local manufacturing. Since the manufacturer is responsible for any temperature and humidity variations in transit, they have to quarantine and retest each batch in each shipment on arrival, and them release each batch from quality hold unless they have telemetry inside the container that measures critical parameters at regular intervals, typically every five minutes. Imagine the difference in conditions of a container placed on the bottom of a ship crossing the icy North Atlantic in winter, versus a container stacked on top of a ship exposed to direct sun as it passes through the Arabian Gulf to Abu Dhabi in the middle of the summer. There is a reason pharma product moves by air with a time definite arrival. I have done some work with a company that produces refrigeration for trucks and containers. It is no big deal anymore. The temperature is controlled and monitored. Detailed log kept. Not much is going to go wrong. Risk is minimal.
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Post by blueice on May 6, 2017 9:10:49 GMT -5
Blueice - This is interesting to say the least. This find is so out of the ordinary, can I ask what inspired you to think of searching international shipping leads? Are you in the transportation industry? If true, this would certainly be the most exciting news for MNKD in years. As a long time MNKD long, we're now programmed to remain cautious until confirmation. Do you know if the rate shown is about right for this size and weight delivery? This doesn't appear to just be a request for a shipping quote as the dates shown indicate the cargo left yesterday and will arrive June 4. Even if it were just a quote, it would still be good news. I will be cautiously optimistic this is not another carefully orchestrated scheme to manipulate the stock price. Guess we'll know shortly when we see scripts jump from under 300 a week to 300,000 in one week;) GLTA While I do have some shipping experience, this particular link was something I stumbled upon in a simple search. In my opinion, it could be another clue in this big mystery, or it could be a hoax planted by someone wanting to cause further confusion. What is interesting to me is the activity earlier this year related to Mannkind's FTZ. This would align with the export aspects of that clearance. Until something formally announced, during these periods of complete silence, longs must continue piecing things together. Likewise, we all must screen facts from fud. Currently, shorts have had all leverage to paint a bleak picture, but I still hold hope that CTOs and other regulations prevent management from sharing. Good luck to all, and trust your own due diligence.
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Post by uvula on May 6, 2017 9:11:19 GMT -5
This is pure bullsh*t and yet people here will keep talking about how wonderful this is.
The original poster is the only one who could have generated this RFQ. Think about it for 2 seconds. How else could he/she have the quote reference number? Try to get Fed Ex or UPS information about a package without a tracking number. You can't. The only way to get a tracking number is if it is given to you by the person receiving or sending the package.
The original poster needs to tell us how they got the quote number or they should be banned from this message board for deliberately trying to mislead people. How can you "stumble on" a quote reference number?
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Post by promann on May 6, 2017 9:16:31 GMT -5
This is pure bullsh*t and yet people here will keep talking about how wonderful this is. The original poster is the only one who could have generated this RFQ. Think about it for 2 seconds. How else could he/she have the quote reference number? Try to get Fed Ex or UPS information about a package without a tracking number. You can't. The only way to get a tracking number is if it is given to you by the person receiving or sending the package. The original poster needs to tell us how they got the quote number or they should be banned from this message board for deliberately trying to mislead people. How can you "stumble on" a quote reference number? LOL he beat you by a minute read above
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Post by blueice on May 6, 2017 9:17:57 GMT -5
This is pure bullsh*t and yet people here will keep talking about how wonderful this is. The original poster is the only one who could have generated this RFQ. Think about it for 2 seconds. How else could he/she have the quote reference number? Try to get Fed Ex or UPS information about a package without a tracking number. You can't. The only way to get a tracking number is if it is given to you by the person receiving or sending the package. The original poster needs to tell us how they got the quote number or they should be banned from this message board for deliberately trying to mislead people. How can you "stumble on" a quote reference number? See my above post. I found the link, but did not create it. The fact that I posted "speculation" in this thread was an attempt to indicate I am not convinced it's real. However, I believe longs need a better picture as to what's happening, and any clues might be helpful. Ultimately, we all must individually make decisions as to what is fact vs. Fud.
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Post by sla55 on May 6, 2017 9:19:40 GMT -5
This is pure bullsh*t and yet people here will keep talking about how wonderful this is. The original poster is the only one who could have generated this RFQ. Think about it for 2 seconds. How else could he/she have the quote reference number? Try to get Fed Ex or UPS information about a package without a tracking number. You can't. The only way to get a tracking number is if it is given to you by the person receiving or sending the package. The original poster needs to tell us how they got the quote number or they should be banned from this message board for deliberately trying to mislead people. How can you "stumble on" a quote reference number? I just did a search on their website "All Shipping Leads" (under "Services") without any tracking number : www.searates.com/shipping/list/3
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Post by agedhippie on May 6, 2017 9:20:50 GMT -5
You have to give points for indirect trolling if this isn't real.
One thing that occurred to me is that if there is excess Afrezza inventory then you may want to dump it outside your distribution network at a steep discount (around 90%) to the US price. Suppose someone was prepared to take it off Mannkind's hands for 10% of US cost (Humalog costs $50 in the UAE vs. $500 in the US), then they might be prepared to risk shipping it by sea.
That all said - the price of insulin in the UAE and the means of shipping makes me think this is a fake.
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Post by peppy on May 6, 2017 9:26:42 GMT -5
This is pure bullsh*t and yet people here will keep talking about how wonderful this is. The original poster is the only one who could have generated this RFQ. Think about it for 2 seconds. How else could he/she have the quote reference number? Try to get Fed Ex or UPS information about a package without a tracking number. You can't. The only way to get a tracking number is if it is given to you by the person receiving or sending the package. The original poster needs to tell us how they got the quote number or they should be banned from this message board for deliberately trying to mislead people. How can you "stumble on" a quote reference number? I just did a search on their website "All Shipping Leads" (under "Services") without any tracking number : www.searates.com/shipping/list/3
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Post by mango on May 6, 2017 9:28:07 GMT -5
What was the "simple search" you used?
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Post by blueice on May 6, 2017 9:31:03 GMT -5
What was the "simple search" you used? Googled "Afrezza" and limited timeframe to "Past 24 Hours."
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Post by peppy on May 6, 2017 9:36:09 GMT -5
What was the "simple search" you used? Googled "Afrezza" and limited timeframe to "Past 24 Hours." Hey Blue Ice, Thank you.
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Post by mango on May 6, 2017 9:36:19 GMT -5
What was the "simple search" you used? Googled "Afrezza" and limited timeframe to "Past 24 Hours." Perhaps someone that has some free time can create an account and talk to a broker and act interested/acquire more information about this to help construct whether or not it is genuine?
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Post by uvula on May 6, 2017 9:36:48 GMT -5
I still think this is not real, but I have to give Blueice the benefit of the doubt. Sorry. I made some assumptions that aren't correct.
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Post by derek2 on May 6, 2017 9:41:08 GMT -5
What was the "simple search" you used? Googled "Afrezza" and limited timeframe to "Past 24 Hours." That makes sense, plus you properly disclaimed your post as speculation. I believe the RFQ is not valid. I also believe you did not create it, but found it and passed it along as something interesting. Folks on Stocktwits are going crazy. Well, "going" isn't the right term.
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Post by promann on May 6, 2017 9:42:52 GMT -5
This is pure bullsh*t and yet people here will keep talking about how wonderful this is. The original poster is the only one who could have generated this RFQ. Think about it for 2 seconds. How else could he/she have the quote reference number? Try to get Fed Ex or UPS information about a package without a tracking number. You can't. The only way to get a tracking number is if it is given to you by the person receiving or sending the package. The original poster needs to tell us how they got the quote number or they should be banned from this message board for deliberately trying to mislead people. How can you "stumble on" a quote reference number? I just did a search on their website "All Shipping Leads" (under "Services") without any tracking number : www.searates.com/shipping/list/3You are correct.. I just did a search from Danbury CT and it came up... Who knows this could be the real thing we will find out soon good luck..
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