|
Post by centralcoastinvestor on Jun 25, 2018 12:50:35 GMT -5
Too funny - twitter.com/SanofiDCV"There is a need for a treatment option that addresses #cardiovascular risk factors as well as improving ‘Time in Range’ and HbA1c." Someone call Brandicourt and send him the MNKD press release. Sanofi was nearly successful in killing MannKind. I’m going to enjoy watching them suffer as Afrezza gains traction.
|
|
|
Post by gareaudan on Jun 25, 2018 13:07:45 GMT -5
wow. The importance of time in range is suddenly now being mentioned by MiniMed and now SNY. well well, surprise surprise. Is it possible that SNY fell like they miss the train with mnkd and now suddenly mentioned that what mnkd have could be important after all. If i remembering correctly, they terminated the contract because they said that, with the actual labeling, they cannot sell the product. Now that we have new data and potentially a new label change saying exactly what they think its important, could they now want to at least try to sell the Product? Not that i want Them back at all but if it can start a bidding war that would be nice. I am just dreaming here, not saying this will happen at all.
|
|
|
Post by sportsrancho on Jun 25, 2018 14:12:46 GMT -5
wow. The importance of time in range is suddenly now being mentioned by MiniMed and now SNY. well well, surprise surprise. Is it possible that SNY fell like they miss the train with mnkd and now suddenly mentioned that what mnkd have could be important after all. If i remembering correctly, they terminated the contract because they said that, with the actual labeling, they cannot sell the product. Now that we have new data and potentially a new label change saying exactly what they think its important, could they now want to at least try to sell the Product? Not that i want Them back at all but if it can start a bidding war that would be nice. I am just dreaming here, not saying this will happen at all. I’m thinking of course they do:-)) No matter how many people have told me they’ll never admit they were wrong, I don’t believe it ... you give away a good thing, you go back and get it, or at least try! Sometimes it’s too late baby:-)
|
|
|
Post by awesomo on Jun 25, 2018 14:18:16 GMT -5
SNY can have MNKD again, for $100 billion dollars...
|
|
|
Post by stockwhisperer on Jun 25, 2018 15:04:57 GMT -5
well well, surprise surprise. Is it possible that SNY fell like they miss the train with mnkd and now suddenly mentioned that what mnkd have could be important after all. If i remembering correctly, they terminated the contract because they said that, with the actual labeling, they cannot sell the product. Now that we have new data and potentially a new label change saying exactly what they think its important, could they now want to at least try to sell the Product? Not that i want Them back at all but if it can start a bidding war that would be nice. I am just dreaming here, not saying this will happen at all. I’m thinking of course they do:-)) No matter how many people have told me they’ll never admit they were wrong, I don’t believe it ... you give away a good thing, you go back and get it, or at least try! Sometimes it’s too late baby:-) Yes, a bidding war would be good but would never go back with SNY again. Would not trust them at all.
|
|
|
Post by uvula on Jun 25, 2018 15:11:50 GMT -5
If they buy the entire company then trust is not an issue, as long as the check doesn't bounce. Mike has a fiduciary responsibility to the shareholders no matter how unpleasant it might be.
|
|
|
Post by mytakeonit on Jun 25, 2018 15:18:36 GMT -5
If trust isn't an issue ... then $140B it is.
|
|
|
Post by harryx1 on Jun 25, 2018 16:33:07 GMT -5
|
|
|
Post by cedafuntennis on Jun 25, 2018 16:36:36 GMT -5
But still patients health is a concern and this is where trust would come back into play. Al would roll over in his grave if Afrezza would get shelved or killed regardless of how much money those bastards would pay for it.
|
|
|
Post by sportsrancho on Jun 25, 2018 16:55:48 GMT -5
|
|
|
Post by sportsrancho on Jun 25, 2018 16:59:38 GMT -5
If they buy the entire company then trust is not an issue, as long as the check doesn't bounce. Mike has a fiduciary responsibility to the shareholders no matter how unpleasant it might be. I’m sure the Board of Directors has their price they always have.
|
|
|
Post by goyocafe on Jun 25, 2018 17:03:47 GMT -5
If they buy the entire company then trust is not an issue, as long as the check doesn't bounce. Mike has a fiduciary responsibility to the shareholders no matter how unpleasant it might be. I’m sure the Board of Directors has their price they always have. I’d like to see them post it front and center on the website. 10B would be just a little more than twice the post approval high.
|
|
|
Post by mnholdem on Jun 25, 2018 17:22:13 GMT -5
I’m thinking of course they do:-)) No matter how many people have told me they’ll never admit they were wrong, I don’t believe it ... you give away a good thing, you go back and get it, or at least try! Sometimes it’s too late baby:-) Yes, a bidding war would be good but would never go back with SNY again. Would not trust them at all. Excerpt from An Interview With MannKind CEO Michael Castagna - the topic is Sanofi in this part of the interview:
Castagna:
People forget, they [Sanofi] had Apidra, which competes against Lilly and Novo Nordisk, and they didn't succeed with that, either. I wasn't here, but what makes you think they're going to succeed with another mealtime insulin when they couldn't do one on their own?
Speights: Is finding another partner even on the radar screen at all now?
Castagna: I have expressed publicly that we're open to a co-promote partner. To me, this is our lead asset. I was actually a shareholder of MannKind when they got [Afrezza] approved. When they gave it to Sanofi, I sold my shares.
Source: www.fool.com/investing/2017/11/19/an-interview-with-mannkind-ceo-michael-castagna.aspx
|
|
|
Post by peppy on Jun 25, 2018 17:34:05 GMT -5
The dose optimization study is the Afrezza dynamic dosing study, which we're calling [AED-1] study. This protocol is very close to finalization and we're aiming for a July/August start with the possible Q4 completion, date available soon after.
|
|
|
Post by lennymnkd on Jun 25, 2018 17:35:57 GMT -5
Your telling me this whole thing is coming down to an extra half dose or dose at mealtime! After all this time / I’ll take it 😀
|
|