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Post by Deleted on Jun 2, 2018 21:20:39 GMT -5
The idea that MNKD is a one trick pony: the thought that Afrezza will be our only (potential) success. Cant help but wonder about all the various applications of Technosphere that wanted to be pursued, but due to lack of resources had to be shelved for another time.
Mannkind was formed in 1991, correct? So we could potential have 25+ years of research/ideas that still need funding. So when and if the money starts to (hopefully) roll in, do thesw ideas get a second glance. For example, MNKD previously was into oncology, right? Does this have a chance to be "born again".
For those of you who have read some of my previous posts, I often liken MNKD to OLED. Shorted to hell, left for dead, stumbles back to life, bad mouthed by devil-like hedges, shorted again, left for dead again, you get the picture. (Picture Boris from the movie Snatched). But all the while OLED did something wonderful, patent everything and anything related to organic led. So far as to win validation over OLED heavy weight Idemitu-Kosan in Japan regarding patents.
MNKD has been continuing down the same path. With every so often a patent here a pantent there, so when the time comes and cash is (again hopefully) plentiful we can revisit these ideas and further are marketshare for Technosphere and other potential applications that were onve invisioned but due to lack of funds abandoned.
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Post by gareaudan on Jun 2, 2018 21:56:53 GMT -5
The idea that MNKD is a one trick pony: the thought that Afrezza will be our only (potential) success. Cant help but wonder about all the various applications of Technosphere that wanted to be pursued, but due to lack of resources had to be shelved for another time. Mannkind was formed in 1991, correct? So we could potential have 25+ years of research/ideas that still need funding. So when and if the money starts to (hopefully) roll in, do thesw ideas get a second glance. For example, MNKD previously was into oncology, right? Does this have a chance to be "born again". For those of you who have read some of my previous posts, I often liken MNKD to OLED. Shorted to hell, left for dead, stumbles back to life, bad mouthed by devil-like hedges, shorted again, left for dead again, you get the picture. (Picture Boris from the movie Snatched). But all the while OLED did something wonderful, patent everything and anything related to organic led. So far as to win validation over OLED heavy weight Idemitu-Kosan in Japan regarding patents. MNKD has been continuing down the same path. With every so often a patent here a pantent there, so when the time comes and cash is (again hopefully) plentiful we can revisit these ideas and further are marketshare for Technosphere and other potential applications that were onve invisioned but due to lack of funds abandoned. this is exactly why i first invest in mnkd. I thought and still think that if afrezza can generate enough money to finance other studies, the possibilities of technosphere are HUGE. Why there is no BP showing interest at this point still puzzling me but i have the feeling that they are just waiting to see if afrezza become successful to make a move. That why i think the game can change really fast, like in a hockey game ... All we need is a hockey stick 😀. |
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Post by Deleted on Jun 2, 2018 21:58:43 GMT -5
The idea that MNKD is a one trick pony: the thought that Afrezza will be our only (potential) success. Cant help but wonder about all the various applications of Technosphere that wanted to be pursued, but due to lack of resources had to be shelved for another time. Mannkind was formed in 1991, correct? So we could potential have 25+ years of research/ideas that still need funding. So when and if the money starts to (hopefully) roll in, do thesw ideas get a second glance. For example, MNKD previously was into oncology, right? Does this have a chance to be "born again". For those of you who have read some of my previous posts, I often liken MNKD to OLED. Shorted to hell, left for dead, stumbles back to life, bad mouthed by devil-like hedges, shorted again, left for dead again, you get the picture. (Picture Boris from the movie Snatched). But all the while OLED did something wonderful, patent everything and anything related to organic led. So far as to win validation over OLED heavy weight Idemitu-Kosan in Japan regarding patents. MNKD has been continuing down the same path. With every so often a patent here a pantent there, so when the time comes and cash is (again hopefully) plentiful we can revisit these ideas and further are marketshare for Technosphere and other potential applications that were onve invisioned but due to lack of funds abandoned. this is exactly why i first invest in mnkd. I thought and still think that if afrezza can generate enough money to finance other studies, the possibilities of technosphere are HUGE. Why there is no BP showing interest at this point still puzzling me but i have the feeling that they are just waiting to see if afrezza become successful to make a move. That why i think the game can change really fast, like in a hockey game ... All we need is a hockey stick 😀. I think I can... |
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Post by theshiv on Jun 2, 2018 22:37:43 GMT -5
MNKD was expected to fall a year or two ago, yet they are still here. My instinct tells me this story is far from over and big pharma is aware of every move MNKD makes. I'm not going anywhere and continue to accumulate a little more each and every month as I have for a few years now. This will end well, just not sure when. I am a long time reader, first time poster. Thanks for all the education over the years.
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Post by rockstarrick on Jun 2, 2018 22:57:51 GMT -5
MNKD was expected to fall a year or two ago, yet they are still here. My instinct tells me this story is far from over and big pharma is aware of every move MNKD makes. I'm not going anywhere and continue to accumulate a little more each and every month as I have for a few years now. This will end well, just not sure when. I am a long time reader, first time poster. Thanks for all the education over the years. Welcome aboard,, I don’t know how long you’ve been in, but there have been crazy times,, 2012, 13, and 14 were incredible years, then in 2015 we let the professionals take over, (Sanofi),, they could screw up a 1 man rock fight. “Stay Tuned” and good luck ✌🏻😎 |
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Post by theshiv on Jun 2, 2018 23:24:08 GMT -5
I have been in since pre FDA approval. Lived through everything since then. Matt, Hakan, losing Mr. Mann, Sanofi, all of it.
Down quite a bit, but have never sold a share in almost four years.
This product works, something doesn't add up here. Perhaps I have drank too much MNKD kool-aid. I still believe this will work out. Posting now perhaps to show you are not alone in your support of MNKD and this product. Matt and team have done good work so far. They are holding something very valuable in my estimation.
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Post by mango on Jun 2, 2018 23:49:39 GMT -5
I have been in since pre FDA approval. Lived through everything since then. Matt, Hakan, losing Mr. Mann, Sanofi, all of it. Down quite a bit, but have never sold a share in almost four years. This product works, something doesn't add up here. Perhaps I have drank too much MNKD kool-aid. I still believe this will work out. Posting now perhaps to show you are not alone in your support of MNKD and this product. Matt and team have done good work so far. They are holding something very valuable in my estimation. Are you on Twitter? Pic looks familiar |
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Post by theshiv on Jun 2, 2018 23:57:01 GMT -5
Yes. In the public affairs field, so my photo/name is out there. I do re-tweet MNKD and post work stuff.
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Post by dreamboatcruise on Jun 3, 2018 0:21:55 GMT -5
The idea that MNKD is a one trick pony: the thought that Afrezza will be our only (potential) success. Cant help but wonder about all the various applications of Technosphere that wanted to be pursued, but due to lack of resources had to be shelved for another time. Mannkind was formed in 1991, correct? So we could potential have 25+ years of research/ideas that still need funding. So when and if the money starts to (hopefully) roll in, do thesw ideas get a second glance. For example, MNKD previously was into oncology, right? Does this have a chance to be "born again".For those of you who have read some of my previous posts, I often liken MNKD to OLED. Shorted to hell, left for dead, stumbles back to life, bad mouthed by devil-like hedges, shorted again, left for dead again, you get the picture. (Picture Boris from the movie Snatched). But all the while OLED did something wonderful, patent everything and anything related to organic led. So far as to win validation over OLED heavy weight Idemitu-Kosan in Japan regarding patents. MNKD has been continuing down the same path. With every so often a patent here a pantent there, so when the time comes and cash is (again hopefully) plentiful we can revisit these ideas and further are marketshare for Technosphere and other potential applications that were onve invisioned but due to lack of funds abandoned. No, they divested oncology IP and don't have any of the people now. Technosphere is the pipeline now, and basically just as new delivery route for existing APIs. I had high hopes, but then when a firm was hired specifically to find licensing opportunities and nothing came of it, I began to question. Hopefully there are at least a couple where unique properties of pulmonary delivery actually is a compelling story... and where there aren't other well established pulmonary delivery methods that work equally well to technosphere. |
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Post by lakon on Jun 3, 2018 0:29:58 GMT -5
You must truly believe in something to commit fully to it. Most are easily involved, but few committed to an outcome. Al Mann was the type of person who committed to doing something. The same is true of Kent K. So far, Mike C. fits the bill as well. If he succeeds, MNKD will not be sold, but rather be acquiring assets. MNKD will become a member of the BP club. Mike will be a billionaire. I hope Mike sees this reality unfolding. I do, and it is why I stick around.
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Post by dreamboatcruise on Jun 3, 2018 0:50:30 GMT -5
You must truly believe in something to commit fully to it. Most are easily involved, but few committed to an outcome. Al Mann was the type of person who committed to doing something. The same is true of Kent K. So far, Mike C. fits the bill as well. If he succeeds, MNKD will not be sold, but rather be acquiring assets. MNKD will become a member of the BP club. Mike will be a billionaire. I hope Mike sees this reality unfolding. I do, and it is why I stick around. Al certainly qualified for being fully committed as he put a significant portion of his own wealth into MNKD. But even within the startup world there is significant sliding scale. One can more easily give up "opportunity cost" as Mike has done, but that isn't like risking one's own capital. Not saying Mike's not committed, but having been in both situations, I can say risking one's own capital, and at times working without pay, is an entirely different level of "fully committed". |
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Post by dreamboatcruise on Jun 3, 2018 1:15:16 GMT -5
When it comes to technosphere one has to look at where it really is competitive.
1) Some drugs would have no benefit from being delivered to lungs... they aren't to treat a lung disease and speed isn't an issue (think of how many drugs are formulated for "extended release").
2) That leaves three classes for consideration... drugs targeting lungs, drugs that would benefit from speed and drugs that otherwise require injection.
3) With modern injection technology the latter isn't a slam dunk... as we've learned from Afrezza.
4) If the API can be formulated as an inhalable using technology other than technosphere (such as traditional dry powder formulation) then the value MNKD could extract is significantly reduced.
5) MNKD does not yet have a metered version of the inhaler as is available in some of the alternative technologies.
6) Technosphere does have stabilizing properties for larger peptide based APIs not present in the alternatives.
What is Technosphere worth based on all of that ? ? ?
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Post by sayhey24 on Jun 3, 2018 7:25:10 GMT -5
George - the one big Technosphere product in the pipeline is TS-CBD. It may actually be the RLS efforts which put Technosphere on the map. Lots of doctors would have no issue prescribing an FDA approved CBD product while the same doctors view insulin as barbaric.
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Post by golfeveryday on Jun 3, 2018 8:03:28 GMT -5
George - the one big Technosphere product in the pipeline is TS-CBD. It may actually be the RLS efforts which put Technosphere on the map. Lots of doctors would have no issue prescribing an FDA approved CBD product while the same doctors view insulin as barbaric. RLS is definitely an interesting one. Very quiet for a long time. However, any positive move on that front has the ability to add rocket fuel to the current Afrezza and TrepT storyline. |
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Post by dreamboatcruise on Jun 3, 2018 10:57:42 GMT -5
George - the one big Technosphere product in the pipeline is TS-CBD. It may actually be the RLS efforts which put Technosphere on the map. Lots of doctors would have no issue prescribing an FDA approved CBD product while the same doctors view insulin as barbaric. RLS is definitely an interesting one. Very quiet for a long time. However, any positive move on that front has the ability to add rocket fuel to the current Afrezza and TrepT storyline. Given that they haven't registered any clinical trials, they are still years away from revenue. |
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