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Post by akemp3000 on Sept 11, 2017 14:28:54 GMT -5
Partner could have simply meant financial partner in wanting success, i.e. Deefield, who could continue to restructure debt or capture equity in the plant through a lease back. The plant being collateral for existing debt does not prevent this from being negotiated. Just saying...
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Post by traderdennis on Sept 11, 2017 14:34:10 GMT -5
I'm pretty damn sure this ends the FUD about MannKind selling their Technosphere IP to make Deerfield happy. Great way to start the week. You can sell TS but still retain a right to use. Not to mention you can sell TS and sell the IP that goes with it.
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Post by sportsrancho on Sept 11, 2017 14:46:50 GMT -5
MannKind Corporation's (MNKD) CEO Michael Castagna Presents at Rodman & Renshaw 19th Annual Global Investment Conference (Transcript) $MNKD www.seekingalpha.com/article/4105856Bucket-3 and 4, we’re just not in a position to fund these and we’re not going to be targeting these, but these will be available for partnering and moving them forward; known compounds non-drug delivery chronic use and Bucket-4 new NCEs. So when you take all the programs we’ve worked on, we put them in the buckets. You see Trepostinil, Epinephrine, Tobramycin here in Bucket-1 and then Bucket-2 a lot of short-acting products, oxytocin and glucagon are two that look -- importantly, we’ve worked with on oxytocin and glucagon as one that we get a lot of feedback from our doctors that say, if you can get me inhale Palonosetron or glucagon, especially with AP system, this is important. So we’ve redefined what we’re focused on from an R&D perspective. And then what’s most important obviously in any pharmaceutical company as IP. We have over 780 patents in this product protecting after the 2030s. So this isn’t something that worries us in the near-term. And personally I can tell you I haven’t worked in biosimilars on and off over 10 years in order to make a copycat of this, it’s extremely hard to us, there has no generic today and you got to get this solution right, you got to get the particle size right, you got to get the inhaler and then you got to match the insulin. So there is a lot of work for someone to make copycats of this type of thing. So we feel pretty confident in there. So in summary, financial we continued to redeploy our capital towards growth initiatives. We will deliver on our financial commitments that we gave guidance to in Q2. I want to process recapitalize for future growth. On the commercial side, continued field execution to key programs. We started with 70 reps in February. We just had six more go out last week. We’re getting great people into the Company. And I’d only expect our sales trajectory to continue to go upward and accelerate. Enhanced payer coverage is there and we’re working on moving prior authorizations where they exist to streamline that access for Afrezza. International expansion, I expect to continue to be a priority for us and then medical -- executing the clinical trials where we’re taking and dosing in titration protocols and technology. We did launch our pediatric study in August and we’re on track to file the Treprostinil IND. So happy to take any questions in the back, and for future, you can reach out to Rose if there is more stuff. Question-and-Answer Session Q - Unidentified Analyst [Indiscernible] Michael Castagna I won’t give any details on that at this time. Unidentified Analyst [Indiscernible] Michael Castagna It could be a combination of a lot. I mean there is various ways to think about it. You got manufacturing plants that we own. We have partner there. So there is a lot of different ways to capitalize the company, and I won’t go into specifics right now.
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Post by itellthefuture777 on Sept 11, 2017 15:57:20 GMT -5
Mike hit on a key element probably overlooked..but..I will clarify it a bit...Currently in the U.S. there are over 854000 Primary Care Doctors that could be prescribing Afrezza verses the 7254 Endo's that currently prescribe insulin...in the U.S. alone. 78% of patients have a Primary Care Doctor, but Afrezza could be prescribed by both endo's and PCPs!!. Thus the ratio here would eliminate the long waiting times to see a doctor..to get a prescription..98% of patients don't know Afrezza exist...need to get on Oprah..and primetime TV where many don't have to have a subscription to hear about Afrezza on an ongoing basis...that barrier needs to shift..but when it does letting patients know to get a prescription from a PCP and letting PCP's know they can prescribe it should be a focus for sure..But even with only 2% that know about it..even with a hurricane and a holiday..sales Friday are expected to exceed any previous week with a trajectory that is suggested to go up and up..having added 6 sales folks..hmm...anyways...thought I would point out..there is a shortage of Endo's in the U.S. which is why people can't see them for 3 months..so..side step to a PCP..and there you go~
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Post by sportsrancho on Sept 11, 2017 16:50:30 GMT -5
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Post by kc on Sept 11, 2017 17:28:27 GMT -5
Fud of the day provided by Wall Street Whispers- 395 Tweets since January 2017.
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Post by zzhoskins on Sept 11, 2017 18:05:59 GMT -5
He says at one point, "We started with 70 reps in February. We just had six more go out last week." Does that mean they don't have 110 reps but only 76? Or do they now have 116?
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Post by nylefty on Sept 11, 2017 18:31:38 GMT -5
Love the disclaimer at the bottom of the Wall Street Whispers blog:
Our second blog section is highly speculative where we make forecasts and predictions on potential upcoming mergers, acquisitions and joint ventures. For legal purposes everything you read in this section is purely for entertainment value and can be considered untrue and a fantasy of our publishers mind! None of this is verifiable, you should assume everything here is inaccurate and fake news unless you personally verify it! All speculative predictions, rumors, murmurs, buzz blog posts and any other similar terminology are derived from public available sources as well as our publishers personal forecasts and predictions! For legal purposes, when we use the word source or sources or similar terminology or phrases such as our source on the ground, our source at a particular company or sources tell us etc. in our blog posts we are referring to our publisher who is our sole and only source creating fake news or news that he believes or predicts will happen or has happened! Again, our publisher is our main source and you should assume everything we publish has not happened, will never happen and is completely inaccurate unless you verify it yourself! This blog is for entertainment purposes only! Never trade any financial securities based upon any of our speculative predictions, rumors, murmurs or buzz blog posts! Once again, to protect your interests the presumption should be made that all information in this second part of our blog is inaccurate and unreliable until you personally have verified the information, never invest based on the information contained in our websites.
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Post by promann on Sept 12, 2017 6:14:19 GMT -5
Sports, I can't tell is that Mike? I thought he went to Merck to negotiate a big deal directly after the Conference call 😉 He must have had a busy day.
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Post by dreamboatcruise on Sept 12, 2017 10:15:27 GMT -5
Sports, I can't tell is that Mike? I thought he went to Merck to negotiate a big deal directly after the Conference call 😉 He must have had a busy day. And all the more tiring because Tim Cook kept barging into the meeting with Merck making a spectacle of himself begging. Mike was like "NO Tim, this is getting creepy. You're becoming a stalker."
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Post by traderdennis on Sept 12, 2017 10:24:37 GMT -5
Sports, I can't tell is that Mike? I thought he went to Merck to negotiate a big deal directly after the Conference call 😉 He must have had a busy day. And all the more tiring because Tim Cook kept barging into the meeting with Merck making a spectacle of himself begging. Mike was like "NO Tim, this is getting creepy. You're becoming a stalker." That shipment to the UAE should arrive anytime now.
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Post by lennymnkd on Sept 12, 2017 10:26:51 GMT -5
Anyone partnering with us would have to have a vested interest in the plant ! Mike know what he's doing .. I think🤔
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Post by slugworth008 on Sept 12, 2017 11:05:51 GMT -5
Fud of the day provided by Wall Street Whispers- 395 Tweets since January 2017.
I saw this posted on "The Onion" too
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Post by kc on Sept 12, 2017 11:24:49 GMT -5
Yah he just posted the Merck statement again this AM.
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Post by mnkdfann on Sept 12, 2017 11:44:27 GMT -5
Yah he just posted the Merck statement again this AM. Wall street posted a reply yesterday on Castagna's twitter feed saying that MNKD had met with MRK at / after the investor conference. Wish Castagna would acknowledge the comment and confirm or deny.
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