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Post by falconquest on Jul 26, 2017 18:53:48 GMT -5
For those who forgot where cash may come from before the end of this year... 1. Brazil distribution 2. UAE distribution 3. Locust Walk finds strategic partner for TS 4. One Drop 5. RLS 6. Alternative financing options that are non dilutive (ask new CFO for details) It's not yet approved in UAE or Brazil... and it is not as if scripts will somehow skyrocket the moment it is approved. Just like in the US it will take time for doctors and patients to become aware of Afrezza... and for doctors to get comfortable prescribing it. Won't contribute any meaningful amount of money this year. One Drop doesn't mean more docs will be prescribing. It may be useful marketing. Won't contribute any meaningful amount of money this year. RLS... management has made no mention of time frame for any follow on progress payments whereas they did give time frame for the prior one. I'm guessing with the political shift and noises from justice dept that RLS pipeline may be significantly delayed waiting for clarity on new administrations position/actions. This is just my hunch, but given track record with API partnering, and RLS in particular, I'm guessing that no meaningful amount of money this year. I'm curious what you mean by strategic partner for TS... something beyond a single API? I have been speculating Locust may have been brought in to try to sell TS entirely, with MNKD just retaining license rights for Afrezza. So I think Locust Walk effort is a potential for meaningful money this year... though no slam dunk given MNKDs failure to monetize over the past years. #6... yeah, we'd all love to ask and have answered. I imagine an answer is not forthcoming. dreamboat sums things up well in my opinion. My message was to emphasis that losing all your money (in this investment) is not noble. The whole point of investing is to make money and I think there are many better opportunities out there. If you're willing to risk it all then please continue and ignore me. I know that a lot of people have lost a lot of money here and I am simply trying to make the point that holding onto a wish and a prayer is not a good investment strategy. It's certainly possible that Mike can pull this off but don't rely on current events to save the company. We are hanging by a thread folks. Proceed as you will, I'm not trying to influence anyone, just saying take a look. Good luck to all, I wish you well. You certainly deserve it.
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Post by sayhey24 on Jul 26, 2017 19:44:17 GMT -5
It's not yet approved in UAE or Brazil... and it is not as if scripts will somehow skyrocket the moment it is approved. Just like in the US it will take time for doctors and patients to become aware of Afrezza... and for doctors to get comfortable prescribing it. Won't contribute any meaningful amount of money this year. One Drop doesn't mean more docs will be prescribing. It may be useful marketing. Won't contribute any meaningful amount of money this year. RLS... management has made no mention of time frame for any follow on progress payments whereas they did give time frame for the prior one. I'm guessing with the political shift and noises from justice dept that RLS pipeline may be significantly delayed waiting for clarity on new administrations position/actions. This is just my hunch, but given track record with API partnering, and RLS in particular, I'm guessing that no meaningful amount of money this year. I'm curious what you mean by strategic partner for TS... something beyond a single API? I have been speculating Locust may have been brought in to try to sell TS entirely, with MNKD just retaining license rights for Afrezza. So I think Locust Walk effort is a potential for meaningful money this year... though no slam dunk given MNKDs failure to monetize over the past years. #6... yeah, we'd all love to ask and have answered. I imagine an answer is not forthcoming. dreamboat sums things up well in my opinion. My message was to emphasis that losing all your money (in this investment) is not noble. The whole point of investing is to make money and I think there are many better opportunities out there. If you're willing to risk it all then please continue and ignore me. I know that a lot of people have lost a lot of money here and I am simply trying to make the point that holding onto a wish and a prayer is not a good investment strategy. It's certainly possible that Mike can pull this off but don't rely on current events to save the company. We are hanging by a thread folks. Proceed as you will, I'm not trying to influence anyone, just saying take a look. Good luck to all, I wish you well. You certainly deserve it. I don't think Mike needs to pull any rabbits out of hats. Mike has been in the job 18 months and has had ample time to understand the situation and setup the deals. The one thing Mike has going for him is afrezza is the greatest advance in diabetes care in 95 years. The problem Al Mann always had was his work was always 5 to 10 years ahead of the market. Mannkind is not much different than Minimed in that regard except afrezza is so much larger than the pump. When investing you are never investing for the past or present you are investing for the future. The question is will the future value of afrezza match Al Mann's expectation and the expectations of all these dumb MNKD investors who also see the potential in afrezza? The second thing Mike has going for him in addition to afrezza is the technology has caught up to demonstrate the value of afrezza. Prior to CGMs few people even considered time in range as the standard for diabetes control. Now it is becoming the norm. Prior to CGMs T2s had no idea their current T2 meds were doing nothing to address the problem they have which is post meal BG spikes. Whats going to happen when Tim Cook's new IWatch is being worn by everyone? People today are counting steps. Tomorrow these same people are going to freak when they see their post lunch BG at 135 and they will say get me some afrezza! With cloud 24/7 profiling there is no place to hide the BG numbers. No one will say get me some metformin. ADA 2017 demonstrated the current state of the market. No one is trying to develop a faster insulin. For the last 20 years this was the big ask. You simply can not do faster than afrezza so that problem has been solved. No one is developing new T2 meds. Why? They don't address the meal time BG spike and they all have bigger risks than reward. With CGMs they can't compete against afrezza. ADA 2017 was all about CGM and cloud monitoring and the big tech boys were not even there. How is Roche and MySugr going to compete against Sanofi and Googles Onduo? Who cares, they both need afrezza to address the post meal BG spike and to address the time in range problem. Now, all Mike has to do are the correct deals for explosive future growth. The great news for Mike and MNKD investors is it is now the perfect time as technology has finally emerged to marry with afrezza.
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Post by lennymnkd on Jul 26, 2017 19:44:47 GMT -5
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Post by akemp3000 on Jul 26, 2017 20:01:40 GMT -5
Excellent post Seyhey. It spells the future out clearly.
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Post by sportsrancho on Jul 26, 2017 20:05:06 GMT -5
It's not yet approved in UAE or Brazil... and it is not as if scripts will somehow skyrocket the moment it is approved. Just like in the US it will take time for doctors and patients to become aware of Afrezza... and for doctors to get comfortable prescribing it. Won't contribute any meaningful amount of money this year. One Drop doesn't mean more docs will be prescribing. It may be useful marketing. Won't contribute any meaningful amount of money this year. RLS... management has made no mention of time frame for any follow on progress payments whereas they did give time frame for the prior one. I'm guessing with the political shift and noises from justice dept that RLS pipeline may be significantly delayed waiting for clarity on new administrations position/actions. This is just my hunch, but given track record with API partnering, and RLS in particular, I'm guessing that no meaningful amount of money this year. I'm curious what you mean by strategic partner for TS... something beyond a single API? I have been speculating Locust may have been brought in to try to sell TS entirely, with MNKD just retaining license rights for Afrezza. So I think Locust Walk effort is a potential for meaningful money this year... though no slam dunk given MNKDs failure to monetize over the past years. #6... yeah, we'd all love to ask and have answered. I imagine an answer is not forthcoming. dreamboat sums things up well in my opinion. My message was to emphasis that losing all your money (in this investment) is not noble. The whole point of investing is to make money and I think there are many better opportunities out there. If you're willing to risk it all then please continue and ignore me. I know that a lot of people have lost a lot of money here and I am simply trying to make the point that holding onto a wish and a prayer is not a good investment strategy. It's certainly possible that Mike can pull this off but don't rely on current events to save the company. We are hanging by a thread folks. Proceed as you will, I'm not trying to influence anyone, just saying take a look. Good luck to all, I wish you well. You certainly deserve it. So should we all just stop posting then? Is that what you feel would be best? Noble isn't even in my mind. My gut and my surroundings are telling me there is more up-side in this stock than in my other ones. Although I'm very happy with my other stocks and this market. Yes I am passionate about Afrezza! About kids having a better way. Because I've seen in 1st hand:-) Let's see what Mike has to say on the CC. We may not be " hanging by a thread" after all.
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Post by dreamboatcruise on Jul 26, 2017 20:56:56 GMT -5
dreamboat sums things up well in my opinion. My message was to emphasis that losing all your money (in this investment) is not noble. The whole point of investing is to make money and I think there are many better opportunities out there. If you're willing to risk it all then please continue and ignore me. I know that a lot of people have lost a lot of money here and I am simply trying to make the point that holding onto a wish and a prayer is not a good investment strategy. It's certainly possible that Mike can pull this off but don't rely on current events to save the company. We are hanging by a thread folks. Proceed as you will, I'm not trying to influence anyone, just saying take a look. Good luck to all, I wish you well. You certainly deserve it. I don't think Mike needs to pull any rabbits out of hats. Mike has been in the job 18 months and has had ample time to understand the situation and setup the deals. The one thing Mike has going for him is afrezza is the greatest advance in diabetes care in 95 years. The problem Al Mann always had was his work was always 5 to 10 years ahead of the market. Mannkind is not much different than Minimed in that regard except afrezza is so much larger than the pump. When investing you are never investing for the past or present you are investing for the future. The question is will the future value of afrezza match Al Mann's expectation and the expectations of all these dumb MNKD investors who also see the potential in afrezza?The second thing Mike has going for him in addition to afrezza is the technology has caught up to demonstrate the value of afrezza. Prior to CGMs few people even considered time in range as the standard for diabetes control. Now it is becoming the norm. Prior to CGMs T2s had no idea their current T2 meds were doing nothing to address the problem they have which is post meal BG spikes. Whats going to happen when Tim Cook's new IWatch is being worn by everyone? People today are counting steps. Tomorrow these same people are going to freak when they see their post lunch BG at 135 and they will say get me some afrezza! With cloud 24/7 profiling there is no place to hide the BG numbers. No one will say get me some metformin. ADA 2017 demonstrated the current state of the market. No one is trying to develop a faster insulin. For the last 20 years this was the big ask. You simply can not do faster than afrezza so that problem has been solved. No one is developing new T2 meds. Why? They don't address the meal time BG spike and they all have bigger risks than reward. With CGMs they can't compete against afrezza. ADA 2017 was all about CGM and cloud monitoring and the big tech boys were not even there. How is Roche and MySugr going to compete against Sanofi and Googles Onduo? Who cares, they both need afrezza to address the post meal BG spike and to address the time in range problem. Now, all Mike has to do are the correct deals for explosive future growth. The great news for Mike and MNKD investors is it is now the perfect time as technology has finally emerged to marry with afrezza. That is a question, and may be a very important one for patients. But there is another more important question when it comes to being invested in MNKD at this moment in time... can Mannkind survive with its current capital structure reasonably intact or will common shareholders be partially or wholly wiped out. 18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. And whatever the great advances in technology, revenue comes from prescriptions and those come from doctors... who are slow to change their clinical practices for a disease as complicated as diabetes. Big pharma often have drugs that flop... there is no one to do a "deal" with that has some magic power over doctors' prescribing practices. Medicine doesn't work the way you seem to think it does. Looking way out in the future, ADA guidelines may be changed where an inhaled insulin would be a go to as first line or right after metformin... but that is a LONG way, and many clinical trials, in the future. Doctors aren't in such awe of technology companies that they are going to turn away from ADA guidelines and look to google for treatment plans, unless/until google has done the requisite FDA approved clinical trials meeting superiority end points and then blessed by ADA. Thinking otherwise is kidding yourself. Talk to some doctors if you don't believe me.
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Post by moeperkins2000 on Jul 26, 2017 21:47:29 GMT -5
You need to add a zero in front of the 2 as in 20.XX this is the last Bio wanna bee I'm in for good!
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Post by moeperkins2000 on Jul 26, 2017 21:49:04 GMT -5
Six months mas without a major injection, just another major life changing tax wright off wanna bee!
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Post by promann on Jul 26, 2017 22:28:15 GMT -5
For those who forgot where cash may come from before the end of this year... 1. Brazil distribution 2. UAE distribution 3. Locust Walk finds strategic partner for TS 4. One Drop 5. RLS 6. Alternative financing options that are non dilutive (ask new CFO for details) It's not yet approved in UAE or Brazil... and it is not as if scripts will somehow skyrocket the moment it is approved. Just like in the US it will take time for doctors and patients to become aware of Afrezza... and for doctors to get comfortable prescribing it. Won't contribute any meaningful amount of money this year.One Drop doesn't mean more docs will be prescribing. It may be useful marketing. Won't contribute any meaningful amount of money this year.RLS... management has made no mention of time frame for any follow on progress payments whereas they did give time frame for the prior one. I'm guessing with the political shift and noises from justice dept that RLS pipeline may be significantly delayed waiting for clarity on new administrations position/actions. This is just my hunch, but given track record with API partnering, and RLS in particular, I'm guessing that no meaningful amount of money this year. I'm curious what you mean by strategic partner for TS... something beyond a single API? I have been speculating Locust may have been brought in to try to sell TS entirely, with MNKD just retaining license rights for Afrezza. So I think Locust Walk effort is a potential for meaningful money this year... though no slam dunk given MNKDs failure to monetize over the past years. #6... yeah, we'd all love to ask and have answered. I imagine an answer is not forthcoming. I would like to know how you can say for certain that Brazil distribution and UAE distribution, quote: Won't contribute any meaningful amount of money this year.. How do you know that these government agency's will not be buying a lump sum amount of Afrezza for distribution in thier countries? My guess is you don't know and you are back to spreading fud for your agenda to try to lower the stock price so that as you have said to buy in at a lower price. People should be aware of posters like you that are telling untruthful posts..
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Post by navpoon on Jul 26, 2017 23:26:26 GMT -5
If one high level Sheikh has diabetes and has Afrezza...game set match!
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Post by mango on Jul 26, 2017 23:55:36 GMT -5
I don't think Mike needs to pull any rabbits out of hats. Mike has been in the job 18 months and has had ample time to understand the situation and setup the deals. The one thing Mike has going for him is afrezza is the greatest advance in diabetes care in 95 years. The problem Al Mann always had was his work was always 5 to 10 years ahead of the market. Mannkind is not much different than Minimed in that regard except afrezza is so much larger than the pump. When investing you are never investing for the past or present you are investing for the future. The question is will the future value of afrezza match Al Mann's expectation and the expectations of all these dumb MNKD investors who also see the potential in afrezza?The second thing Mike has going for him in addition to afrezza is the technology has caught up to demonstrate the value of afrezza. Prior to CGMs few people even considered time in range as the standard for diabetes control. Now it is becoming the norm. Prior to CGMs T2s had no idea their current T2 meds were doing nothing to address the problem they have which is post meal BG spikes. Whats going to happen when Tim Cook's new IWatch is being worn by everyone? People today are counting steps. Tomorrow these same people are going to freak when they see their post lunch BG at 135 and they will say get me some afrezza! With cloud 24/7 profiling there is no place to hide the BG numbers. No one will say get me some metformin. ADA 2017 demonstrated the current state of the market. No one is trying to develop a faster insulin. For the last 20 years this was the big ask. You simply can not do faster than afrezza so that problem has been solved. No one is developing new T2 meds. Why? They don't address the meal time BG spike and they all have bigger risks than reward. With CGMs they can't compete against afrezza. ADA 2017 was all about CGM and cloud monitoring and the big tech boys were not even there. How is Roche and MySugr going to compete against Sanofi and Googles Onduo? Who cares, they both need afrezza to address the post meal BG spike and to address the time in range problem. Now, all Mike has to do are the correct deals for explosive future growth. The great news for Mike and MNKD investors is it is now the perfect time as technology has finally emerged to marry with afrezza. That is a question, and may be a very important one for patients. But there is another more important question when it comes to being invested in MNKD at this moment in time... can Mannkind survive with its current capital structure reasonably intact or will common shareholders be partially or wholly wiped out. 18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. And whatever the great advances in technology, revenue comes from prescriptions and those come from doctors... who are slow to change their clinical practices for a disease as complicated as diabetes. Big pharma often have drugs that flop... there is no one to do a "deal" with that has some magic power over doctors' prescribing practices. Medicine doesn't work the way you seem to think it does. Looking way out in the future, ADA guidelines may be changed where an inhaled insulin would be a go to as first line or right after metformin... but that is a LONG way, and many clinical trials, in the future. Doctors aren't in such awe of technology companies that they are going to turn away from ADA guidelines and look to google for treatment plans, unless/until google has done the requisite FDA approved clinical trials meeting superiority end points and then blessed by ADA. Thinking otherwise is kidding yourself. Talk to some doctors if you don't believe me. The VA and/or DoD and/or NASA. Al contributed invaluably to these in some way or another. Kent Kresa also comes to mind. Yeah, any one of those could change it all overnight.
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Post by babaoriley on Jul 27, 2017 2:05:00 GMT -5
Brazil, UAE?? Iceland's where we ought to be focused - those fellows bought our mortgage securities back around 2005 - 2007! Experience counts!
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Post by peppy on Jul 27, 2017 5:55:46 GMT -5
Brazil, UAE?? Iceland's where we ought to be focused - those fellows bought our mortgage securities back around 2005 - 2007! Experience counts! the 334,252 (2016) people that live in Iceland, can not afford afrezza. (after the financial meltdown and all.)
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Post by matt on Jul 27, 2017 7:36:00 GMT -5
18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. That sums it up pretty well. I have done a lot of healthcare deals in my career, some from inside a big company and some working with small clients seeking a deal. It is easy, very easy, to get an initial conversation with any big pharma company, but getting through to the next phase of discussion is usually frustrating as can be. In large companies you have different committees to deal with that are looking at hundreds of opportunities and are under pressure from their management to focus resources on a just a handful. When I managed the strategic portfolio for a large enterprise, I had 1,500 deals come across my desk every year, we took a serious look at maybe 100, and closed on about 20. Once a deal was rejected, it was almost impossible to have it looked at again (we maintained an Access database of deals to insure we were not reinventing the wheel). I knew many people in similar jobs at other companies, and we were all doing something similar to manage deal flow. Along comes Mike who is trying to do a deal with a major distribution partner. How many of those major companies have never been exposed to Afrezza before? Whatever you may think of Mike's predecessors, they were not terminally stupid and they approached most of the logical candidates. Al managed to sell Sanofi on the concept, but you can be sure that approaches were made to Lilly and Novo as well as players on the periphery of diabetes like Merck. Those companies are unlikely to return even phone calls from Mannkind at this point. There are whole groups of companies, like BMS, that focus on areas like oncology and are not interested in metabolic drugs at all, and true biotechs, like Amgen, that only invest in recombinant proteins or monoclonal antibodies. They won't even look at an insulin opportunity because it does not fit with their marketing focus, production expertise, or regulatory experience. Business model alignment is more important than you think. All of which means that Mike, despite his best intentions and substantial efforts, may not have that many potential partners left to pitch. Most of the companies still interested in metabolic disease that have the kind of money needed to help Mannkind are outside the US, and they are difficult to identify if you don't read the trade publications from those countries every day (does Mike read Japanese?). I suspect that management is doing all they can, but finding a serious partner at this point is like looking for the proverbial needle in the haystack and the process can only move as fast at the potential partner. Just because it is urgent for Mannkind to find a partner does not create a sense of urgency for the other company who may have other priorities.
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Post by peppy on Jul 27, 2017 7:52:15 GMT -5
18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. That sums it up pretty well. I have done a lot of healthcare deals in my career, some from inside a big company and some working with small clients seeking a deal. It is easy, very easy, to get an initial conversation with any big pharma company, but getting through to the next phase of discussion is usually frustrating as can be. In large companies you have different committees to deal with that are looking at hundreds of opportunities and are under pressure from their management to focus resources on a just a handful. When I managed the strategic portfolio for a large enterprise, I had 1,500 deals come across my desk every year, we took a serious look at maybe 100, and closed on about 20. Once a deal was rejected, it was almost impossible to have it looked at again (we maintained an Access database of deals to insure we were not reinventing the wheel). I knew many people in similar jobs at other companies, and we were all doing something similar to manage deal flow. Along comes Mike who is trying to do a deal with a major distribution partner. How many of those major companies have never been exposed to Afrezza before? Whatever you may think of Mike's predecessors, they were not terminally stupid and they approached most of the logical candidates. Al managed to sell Sanofi on the concept, but you can be sure that approaches were made to Lilly and Novo as well as players on the periphery of diabetes like Merck. Those companies are unlikely to return even phone calls from Mannkind at this point. There are whole groups of companies , like BMS, that focus on areas like oncology and are not interested in metabolic drugs at all, and true biotechs, like Amgen, that only invest in recombinant proteins or monoclonal antibodies. They won't even look at an insulin opportunity because it does not fit with their marketing focus, production expertise, or regulatory experience. Business model alignment is more important than you think. All of which means that Mike, despite his best intentions and substantial efforts, may not have that many potential partners left to pitch. Most of the companies still interested in metabolic disease that have the kind of money needed to help Mannkind are outside the US, and they are difficult to identify if you don't read the trade publications from those countries every day (does Mike read Japanese?). I suspect that management is doing all they can, but finding a serious partner at this point is like looking for the proverbial needle in the haystack and the process can only move as fast at the potential partner. Just because it is urgent for Mannkind to find a partner does not create a sense of urgency for the other company who may have other priorities. So big pharma doesn't really want to help people? The story is/was all a lie?
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