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Post by mike0475 on Sept 5, 2017 12:00:37 GMT -5
Queue ateam theme song.
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Post by sayhey24 on Sept 5, 2017 15:21:26 GMT -5
Realistically, I'd think that every single institution holder other than ALFRED E. MANN LIVING TRUST would sell for $10/share, as that's a 500% upside on current PPS. I'd like to see MNKD continue to grow with Afrezza and develop new drugs lines. But what defense is there against a company that is willing to drop $1-2 billion on taking this over? Just curious... Mannkind is not a threat to big pharma in its current state ONLY because they have no cash to market the hell out of this amazing drug. If one of the big diabetes players wanted to buy Afrezza, and it became public, it would scare the hell out of the competition because deep pockets with ability to to invest in afrezza has potential to destroy all of the competitive products and diabetes franchises keeping some of these companies afloat. Do you really think they would allow that to happen without a bidding war? $1-$2 billion is peanuts to them in the grand scheme of diabetes franchises. Lantus’ total lifetime sales are expected to amount to more than $80 billion. And bringing a new diabetes drug to market is over $3b alone... and that's sunk cost without even knowing whether it will get approved. IMO afrezza right now is living rent free in the minds of every CEO in the diabetes space. If asked I bet everyone of them would say they expected MNKD to stop afrezza development when Exubera was pulled and would also say they thought by now MNKD would have been bankrupt many times over. However, I bet if asked today those same CEOs would say what Kevin Sayer said "he has never seen anything like it" when referring to the social media support of the afrezza users and the success they say they are having. IMO time is getting short for one of them to make a move although I suspect back channel discussions are underway. Money for MNKD is not an issue but rather the cost of the money to "the family" and current shareholders if MNKD stays independent. At the same time all the Tech companies now want to play in the diabetes space. Its not clear to me BP is still in control nor can outbid an Apple or Amazon type company. afrezza needs technology and a paradigm shift in insurance coverage and drug delivery which no BP will provide.
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Post by babaoriley on Sept 5, 2017 15:57:28 GMT -5
There is an enlightening, new conversation barely begun on the planet. It is between, on the one hand, the half billion people who have diabetes and, on the other hand, Mike Castanga and his Giant Killers. I’ll bet none of us, not even Mike, has any idea of just how powerful this conversation will become. But I’ll bet that Al Mann did. Mike’s Giant Killers are of course not only his hired team, they are you and I, folks keen about the life-changing potential of Afrezza. Every day, as a 69-year old ride-sharing driver in Massachusetts (who had two sisters die from diabetic complications), I introduce Afrezza -- “the miracle, monomer insulin; the inspired insulin” -- to strangers. Their reaction is almost always engaged and positive, excited to take action, to spread the word. Inevitably, over the next few years, this conversation will engage Earth’s half-billion diabetics (not to mention four hundred million so-called pre-diabetics), for the evidence is now overwhelming that Afrezza can help them live a much better life. Again, Al Mann knew this. And, I suspect, much to Big Pharma’s chagrin, this is a conversation they cannot stop or even diminish, for -- thanks to Mike’s strategy of talking with diabetics in a way that honors their courage, that recognizes their everyday challenge to utterly customize their self-care -- Mike and his Giant Killers are helping to create a new paradigm of not just care but of communication. Happily this conversation is out of Big Pharma’s control, as thousands of people are hearing the hard truth about Afrezza’s efficacy everyday. Perhaps, indeed, this is a revolution that will force Big Pharma to come to new terms with their too-often immoral and greedy way of doing business. Meanwhile, Mike and us giant killers never will sell out mankind. tw12, that is one well written post! You sound like an English professor! I can't get quite as excited as you, but this share price activity in the last few weeks does have me uncharacteristically optimistic. Something good is in the works, hope whatever it is comes to fruition.
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Post by babaoriley on Sept 5, 2017 16:00:34 GMT -5
Realistically, I'd think that every single institution holder other than ALFRED E. MANN LIVING TRUST would sell for $10/share, as that's a 500% upside on current PPS. I'd like to see MNKD continue to grow with Afrezza and develop new drugs lines. But what defense is there against a company that is willing to drop $1-2 billion on taking this over? Just curious... Mannkind is not a threat to big pharma in its current state ONLY because they have no cash to market the hell out of this amazing drug. If one of the big diabetes players wanted to buy Afrezza, and it became public, it would scare the hell out of the competition because deep pockets with ability to to invest in afrezza has potential to destroy all of the competitive products and diabetes franchises keeping some of these companies afloat. Do you really think they would allow that to happen without a bidding war? $1-$2 billion is peanuts to them in the grand scheme of diabetes franchises. Lantus’ total lifetime sales are expected to amount to more than $80 billion. And bringing a new diabetes drug to market is over $3b alone... and that's sunk cost without even knowing whether it will get approved. madog, if BP really felt that way, one of them would have stepped up already and bought us; we've been "cheap" for quite a while. Perhaps talks along those lines are what is fueling the recent rally?
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Post by sportsrancho on Sept 5, 2017 17:42:30 GMT -5
Mannkind is not a threat to big pharma in its current state ONLY because they have no cash to market the hell out of this amazing drug. If one of the big diabetes players wanted to buy Afrezza, and it became public, it would scare the hell out of the competition because deep pockets with ability to to invest in afrezza has potential to destroy all of the competitive products and diabetes franchises keeping some of these companies afloat. Do you really think they would allow that to happen without a bidding war? $1-$2 billion is peanuts to them in the grand scheme of diabetes franchises. Lantus’ total lifetime sales are expected to amount to more than $80 billion. And bringing a new diabetes drug to market is over $3b alone... and that's sunk cost without even knowing whether it will get approved. madog, if BP really felt that way, one of them would have stepped up already and bought us; we've been "cheap" for quite a while. Perhaps talks along those lines are what is fueling the recent rally? Run up to label change:-)
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