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Post by realestateman on Jan 5, 2018 16:48:18 GMT -5
IS IT THAT THE BIG BOYS ARE WATING FOR INSURANCE COVERAGE?OR STAT STUDY? MAYBE THEY DONT BELIEVE THAT PRODUCT IS A BLOCK BUSTER? PLEASE SOME HELP ON THIS QUESTION SHAREHOLDER FOR 7 YEARS, THANK YOU
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Post by sexychefski on Jan 5, 2018 16:49:24 GMT -5
Yes
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Post by realestateman on Jan 5, 2018 16:50:19 GMT -5
? YES TO ALL 3 QUESTIONS?
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Post by liane on Jan 5, 2018 16:54:25 GMT -5
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Post by mytakeonit on Jan 5, 2018 17:14:14 GMT -5
It was off ... real estate people all talk loud.
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Post by sportsrancho on Jan 5, 2018 17:31:18 GMT -5
STAT..... IMO; Maybe Mike is waiting for a better deal after results released?
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Post by realestateman on Jan 5, 2018 17:54:34 GMT -5
Maybe, thanks sports, just seems that with label change deal would have been there.
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Post by realestateman on Jan 5, 2018 18:00:26 GMT -5
Went to shareholders meeting 2 years ago, matt said right after sanofi let us go , 2 major pharma's, called them? 2 years to ink a deal?
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Post by falconquest on Jan 5, 2018 18:20:19 GMT -5
Went to shareholders meeting 2 years ago, matt said right after sanofi let us go , 2 major pharma's, called them? 2 years to ink a deal? That's your first error........believing what Matt said. Matt said lots of things that MAY have been true at the time but were premature because details had not been discussed. Think of it as one step beyond Hakan who begged potential partners to call him on a quarterly conference call. We had a partner, but it ended in a quick divorce.
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Post by akemp3000 on Jan 5, 2018 18:27:55 GMT -5
Mannkind stepped into quicksand with the Sanofi deal who suddenly fired their CEO. Mike C will make the right deal this time around from a position of strength with the STAT study results, rising scripts and growth versus entering into other bad partnerships the past two years with obstacles such as titration and insurance that have now improved. I expect Mike to announce new domestic and global partnerships this year but this time with Mannkind retaining primary control.
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Post by realestateman on Jan 5, 2018 18:52:25 GMT -5
Stat study results will be presented at ada in june? so i guess no partner until late summer
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Post by radgray68 on Jan 5, 2018 19:02:08 GMT -5
Founded in 1991, Mannkind is almost 27 years in the making. 2 years ago, our U.S. sales and marketing partnership with one of the Big 3 almost bankrupted us, causing us to drop from $11 to 50 cents. I think we can take a couple extra quarters or even years doing it ourselves to avoid that kind of criminal usury again.
Also, the stat study results will help us sell the insurance companies on us.
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Post by xanet on Jan 5, 2018 19:05:19 GMT -5
I would expect big players to be a little leery after Sanofi failed to sell it. Sure, we know things are different now, but that may not be as obvious to others not so invested.
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Post by sportsrancho on Jan 5, 2018 19:06:04 GMT -5
Radgray....That’s a very good point.
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Post by dreamboatcruise on Jan 5, 2018 20:13:46 GMT -5
IS IT THAT THE BIG BOYS ARE WATING FOR INSURANCE COVERAGE?OR STAT STUDY? MAYBE THEY DONT BELIEVE THAT PRODUCT IS A BLOCK BUSTER? PLEASE SOME HELP ON THIS QUESTION SHAREHOLDER FOR 7 YEARS, THANK YOU It seems management has indicated they aren't looking for the same type of deal as with Sanofi, turning over all responsibility for marketing and sales... even with option for Sanofi to take over manufacturing at some point. Management has indicated they might look to partner in order to share sales force(s)... with MNKD sales repping something else or some other company with underutilized sales staff repping Afrezza. That is unlikely to be "the big boys"... IMO ( matt , please correct me if this is bad assumption). How long have they been looking? How common is that type of arrangement, and thus how long might it be expected to take? Is this something mentioned more as window dressing for investors, perhaps being explored but without high probability of finding a good match? I would not put too much weight on management's comment about pharma contacting right after SNY dump. It could be true but it may have been offers assuming MNKD was desperate and would accept anything. Of course from an investor perspective with all the eventual dilution and opportunity cost perhaps a hypothetical low ball offer back then will not seem that bad. Now we must look to the future. I just wouldn't be holding breath for a deal with the "big boys" that doesn't seem to be within the parameters that management has indicated they are pursuing. It's unlikely that any would step forward with a great offer until MNKD can prove a solid turnaround and profitability... and once MNKD proves that, I really don't see why as shareholders we'd want to split the profits with big pharma. At that point the share price would be much higher and MNKD could fund the expansion of their own sales team... a sales team that at that point would have the institutional knowledge of how to sell Afrezza.
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