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Post by sportsrancho on Aug 8, 2017 20:23:16 GMT -5
In regards to their intention to bring TREPROSTINIL TO MARKET ... did they just see a good opportunity and were fimilar with it : or do you think they are working with and partnering with someone who approached them .. I'm suspecting a knowledgeable sale team is needed to bring this to market : royalties are always in the cards I guess . Yes they are making it a priority. Good point, and I've had others tell me the same. Kinda a one eighty. Must be:-) I'll go with partner. |
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Post by sayhey24 on Aug 8, 2017 20:24:03 GMT -5
Afrezza successful - probably will be. Mnkd successful - that is an entirely different matter. While this comment is painful to longs, this is the reality. We longs need to always be careful not to conflate Afrezza's success with current MNKD shareholder success. I am not sure that's the goal of the Mann family and they still have a lot of friends. They would take the greatest pain while sitting on the greatest advance in diabetes care in 95 years. If this was going down the tubes Matt would have run far and fast with his $1.2M but he didn't. He is still working the deal(s) from a position of strength. He maybe cash poor right now but he is afrezza rich. Whats worth more $2B in the bank or afrezza? If afrezza under-performs it should be able to do $2B a year in a few years. Whats the impact to Lantus sales if afrezza becomes the front-line treatment as VDex has stated it should for T2s? They will never use Lantus and the entire T2 Lantus market is gone. Now that would really be a shame for Brandicourt. I wonder if Ollie got the envelope I sent him with the Vdex study? I put a note in there to call me but he hasn't yet. Maybe tomorrow. |
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Post by me on Aug 9, 2017 14:17:07 GMT -5
While this comment is painful to longs, this is the reality. We longs need to always be careful not to conflate Afrezza's success with current MNKD shareholder success. I am not sure that's the goal of the Mann family and they still have a lot of friends. They would take the greatest pain while sitting on the greatest advance in diabetes care in 95 years. If this was going down the tubes Matt would have run far and fast with his $1.2M but he didn't. He is still working the deal(s) from a position of strength. He maybe cash poor right now but he is afrezza rich. Whats worth more $2B in the bank or afrezza? If afrezza under-performs it should be able to do $2B a year in a few years. Whats the impact to Lantus sales if afrezza becomes the front-line treatment as VDex has stated it should for T2s? They will never use Lantus and the entire T2 Lantus market is gone. Now that would really be a shame for Brandicourt. I wonder if Ollie got the envelope I sent him with the Vdex study? I put a note in there to call me but he hasn't yet. Maybe tomorrow. , I think you're still missing my point. Afrezza can grow to be a $10 billion per year drug, but unless that occurs with an un-reorganized MNKD, then current shareholders may not share in that success. Will the Mann family step up? They may, but depending upon the manner in which they do that, it may not matter to current shareholders. I'm not providing a prediction here, nor am I attempting to discern the goals of the Mann family. I'm saying only that it would be dangerous to conflate (i) Afrezza's success with (ii) the success of current MNKD shareholders. These two pieces can be 100% independent of the other. Not you, matt (because of his apparent expertise in these matters) or any pumper or basher here can deny that statement. |
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Post by radgray68 on Aug 9, 2017 15:15:41 GMT -5
O.K. I have heard enough.
"I'm saying only that it would be dangerous to conflate (i) Afrezza's success with (ii) the success of current MNKD shareholders. These two pieces can be 100% independent of the other."
"
Just want to get that out 'Again' in case there are any people in the entire world that don't know there is risk involved in owning Mannkind. Seriously, I do not get, though, why you and, in particular, Dreamboat feel the need to remind us all of the downside on every other line of every other thread on this board. I'm underlining because I want to scream it with all caps, but I've read the rules.
I know there is some need for reality checks from time to time, but give it a rest guys. You have fairly warned us. We do not hold you personally responsible if we lose everything. We know the stock's history. Do you think there is any person on this board that hasn't been properly informed? We just had one of the best, most informative CC's in a long, long while and want to revel in the possibilities, for a while. Please just let it go or move back over to Yahoo where the conversation has already been ruined. JMHO, of course.
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Post by dreamboatcruise on Aug 9, 2017 15:45:43 GMT -5
radgray68 ... because every other post on every other thread is usually someone making claims such as there is some deal already finalized to totally recapitalize the company, there is some huge bulk sale overseas about to hit the bank account, some white knight investor will give some sweetheart deal out of admiration for Al or shear kindness, that bankruptcy is "off the table", that Amgen is about to buy us out, that Amazon will be distributing Afrezza and somehow solving all the problems with insurance and doctor acceptance, "It's a screaming buy", "you have to buy today or you'll never get another opportunity", etc. etc. This is a discussion forum. I know some here want only one side discussed... Afrezza is great (which it is) and nothing but blue skies. I want both risk and reward discussed. I have no problem with people posting wishful thinking, and in general when I weigh in it isn't because of wishful thinking but because of misrepresenting facts or characterizing wishful thinking as supported by facts or statements from management. My actions are also informed by what I saw here on this forum over the years, where people were run off or silenced through attacks when they dared to question whether the partnership with SNY was sure to be successful and that SNY would NEVER consider backing out. I believe some participating here actually got in over their heads financially because of what become a happy echo chamber. Yes, even back then people knew the theoretic risks, but when you're in the daily echo chamber of everyone saying how great things are, it can trick the mind into ignoring the risks. And there are always new people looking at MNKD for the first time as an investment... not everyone knows the history and the risks. I personally am hopeful. I think there are ways of playing this that partially protect people from the risks inherent in MNKD. I posted yesterday doing an option trade to add to my position in MNKD. I read yahoo long ago but never participated, so I can't go back there. Create a thread called "reveling in possibilities" and I for one will promise not to go there. It can be a thread totally dedicated to unicorns and rainbows without critical discussion. But this forum in general (correct me if wrong moderators) was intended for critical discussions of MNKD developments.
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Post by me on Aug 9, 2017 15:55:43 GMT -5
O.K. I have heard enough. "I'm saying only that it would be dangerous to conflate (i) Afrezza's success with (ii) the success of current MNKD shareholders. These two pieces can be 100% independent of the other." " Just want to get that out 'Again' in case there are any people in the entire world that don't know there is risk involved in owning Mannkind. Seriously, I do not get, though, why you and, in particular, Dreamboat feel the need to remind us all of the downside on every other line of every other thread on this board. I'm underlining because I want to scream it with all caps, but I've read the rules.
I know there is some need for reality checks from time to time, but give it a rest guys. You have fairly warned us. We do not hold you personally responsible if we lose everything. We know the stock's history. Do you think anybody on this board that isn't properly informed? We just had the best, most informative CC's in a long, long while and want to revel in the possibilities, for a while. Please just let it go or move back over to Yahoo where the conversation has already been ruined. JMHO, of course. , let me be very clear about a few things: 1. This string of posts never implied that investors did not know the risk of investing in MNKD. It simply pointed out to others ( who evidently still do not understand) that one cannot necessarily correlate the success of Afrezza with one's current investment in MNKD. I personally am sick and tired of hearing the broken records of what dire straits we are in with MNKD (as well as incessant baseless pumping), as that does no one any good. And, I've made this point numerous times beginning a year and a half before you ever joined this board. We agree here. Where we part ways, however, is you evidently have an issue with me trying to help others understand that it is incorrect, and therefore dangerous, "to conflate...." This has nothing to do with advising others of the risk of investing in MNKD (of which I am sick and tired of hearing), but rather of basic education. 2. As for your implication that I am here to cast aspersions on MNKD, you are so off-base it's laughable. There are good contributors to this board that will attest to that and there are others, those I like to call subtle bashers/FUDsters, who are probably also laughing right now. 3. Finally, please see my activity in the attached. I had one additional Buy on 9/26/2016 (pre-split) of 5000 shares at $0.5786. I still hold every share I've bought since 11/25/2014 and I have never loaned any. I now have 50,000 shares at $14.4918 weighted cost. The next time you take aim at a poster for their post, make sure you do your homework and understand fully what the post actually says, as well as what the poster's sentiment may be. mnkd.proboards.com/post/79355/thread |
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