|
Post by sayhey24 on Jun 25, 2018 18:18:32 GMT -5
Lenny - you got it. For the T2s go BIG, fat chance you will get a severe hypo unless you are taking something else like a TZD. For the T2s they should just be taking afrezza, no TZD, no metformin no SGLT-2s. For the T1s its a half dose/dose more plus bumping the basal to lower the target baseline.
|
|
|
ADA
Jun 25, 2018 18:24:39 GMT -5
via mobile
Post by golfeveryday on Jun 25, 2018 18:24:39 GMT -5
Lenny - you got it. For the T2s go BIG, fat chance you will get a severe hypo unless you are taking something else like a TZD. For the T2s they should just be taking afrezza, no TZD, no metformin no SGLT-2s. For the T1s its a half dose/dose more plus bumping the basal to lower the target baseline. someone over on stocktwits mentioned Afrezza is a sitting duck with superior data and a $2 share price. I would like to think that would have already happened, but what are your thoughts?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 25, 2018 18:24:47 GMT -5
SNY can have MNKD again, for $100 billion dollars... No partnership. How does it go, oh yeah: fool me once shame on me, fool me twice...
|
|
|
Post by uvula on Jun 25, 2018 18:43:06 GMT -5
Do I buy more now or wait until after the next dilutive event?
|
|
|
Post by goyocafe on Jun 25, 2018 18:45:52 GMT -5
Do I buy more now or wait until after the next dilutive event? Are we absolutely sure it will be dilutive?
|
|
|
Post by goyocafe on Jun 25, 2018 18:48:37 GMT -5
SNY can have MNKD again, for $100 billion dollars... Sell them the remaining authorized shares for 10B and give them a non-voting seat on the BOD, and they have to sit in the corner during the meetings.
|
|
|
Post by sayhey24 on Jun 25, 2018 18:49:29 GMT -5
Lenny - you got it. For the T2s go BIG, fat chance you will get a severe hypo unless you are taking something else like a TZD. For the T2s they should just be taking afrezza, no TZD, no metformin no SGLT-2s. For the T1s its a half dose/dose more plus bumping the basal to lower the target baseline. someone over on stocktwits mentioned Afrezza is a sitting duck with superior data and a $2 share price. I would like to think that would have already happened, but what are your thoughts? Al told me his price was $200+ when the company had about the same # of outstanding shares. I am sure he told his family and others similar thoughts. Between his estate, the foundation and FOA (friends of AL) I have to think thats at least 60% of the outstanding shares.
Its been a long and painful ride for Family and FOA. I don't think anyone is leaving cheap.
Look, Dr. Kendall should be able to get afrezza as the SOC for MDI in six months. He should also be able to get afrezza as Step 2 for the T2s in 18 months. The MDI is worth at least $1B in sales and the margin should be at least 75%. Step 2 is worth at least $6B, maybe as much as $10B. Someone coming in with $200 right now is a bargain for them if they can close the Step 2 deal with the ADA and it should be a no-brainer The TrespT is a nice potential adder and I still hold hope for RLS. GWPH got FDA approval today.
|
|
|
ADA
Jun 25, 2018 20:26:28 GMT -5
via mobile
alethea likes this
Post by traderdennis on Jun 25, 2018 20:26:28 GMT -5
someone over on stocktwits mentioned Afrezza is a sitting duck with superior data and a $2 share price. I would like to think that would have already happened, but what are your thoughts? Al told me his price was $200+ when the company had about the same # of outstanding shares. I am sure he told his family and others similar thoughts. Between his estate, the foundation and FOA (friends of AL) I have to think thats at least 60% of the outstanding shares.
Its been a long and painful ride for Family and FOA. I don't think anyone is leaving cheap.
Look, Dr. Kendall should be able to get afrezza as the SOC for MDI in six months. He should also be able to get afrezza as Step 2 for the T2s in 18 months. The MDI is worth at least $1B in sales and the margin should be at least 75%. Step 2 is worth at least $6B, maybe as much as $10B. Someone coming in with $200 right now is a bargain for them if they can close the Step 2 deal with the ADA and it should be a no-brainer The TrespT is a nice potential adder and I still hold hope for RLS. GWPH got FDA approval today.
After all of the dilutive events plus the trust selling shares friends of al do not control nearly the same percentage as they use to. Lucky if it is 30 percent today
|
|
|
Post by stockwhisperer on Jun 25, 2018 20:37:28 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. True from a total buy out perspective but I thought Mike mentioned they did not want to give up Afrezza entirely and only wanted to partner. Certainly, anything can change. Also thought they did papers this past year to protect against a hostile takeover.
|
|
|
ADA
Jun 25, 2018 21:14:10 GMT -5
via mobile
olebob1 likes this
Post by sportsrancho on Jun 25, 2018 21:14:10 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. True from a total buy out perspective but I thought Mike mentioned they did not want to give up Afrezza entirely and only wanted to partner. Certainly, anything can change. Also thought they did papers this past year to protect against a hostile takeover. Are you thinking of the “change of control” papers that their executives were given? We need a partner, if we can’t get a partner and we get an offer then that’s a different story... It’s been explained to me many times why a hostile takeover is not possible but right now I cannot remember the details.
|
|
|
ADA
Jun 25, 2018 21:32:31 GMT -5
via mobile
maxch1 likes this
Post by brotherm1 on Jun 25, 2018 21:32:31 GMT -5
I believe the last increase in authorized shares is serving somewhat as a deterent from a hostile takeover?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 26, 2018 0:15:16 GMT -5
I believe the last increase in authorized shares is serving somewhat as a deterent from a hostile takeover? I don't think so. The deterrent is the SLOW SALES for the past 3 years but don't get me wrong that's cool. It gives MNKD more runway before the BP's come sniffing around. BP is not convinced Technosphere is a viable alternative and at this point definitely not worth spending BILLIONS. MNKD will have to show quarterly sequential improvement in revenues for at least 6 Qtrs and don't forget MNKD went through 2 CRLs so that's in the back of BP's head also. MNKD has a decent runway to get Afrezza rolling. I would like to say the MANN Group could NIX any deal but they own very little at this point. I'm hoping for a $5 - $10B BUYOUT. If MNKD can sign a partner for TrepT and bring on a partner for EPI...that could be enough of a deterrent to prevent a BP from buying them. If you throw in an Int'l Partner also. Also I don't think anything will happen until the PEDS Trial is complete and they get approval. MNKD's US GROWTH Segment is the children. Mike has made that comment several times. So we have some time to see the progress of MNKD.
|
|
|
ADA
Jun 26, 2018 0:25:47 GMT -5
Post by boytroy88 on Jun 26, 2018 0:25:47 GMT -5
|
|
|
Post by mnholdem on Jun 26, 2018 2:57:10 GMT -5
|
|
|
Post by sayhey24 on Jun 26, 2018 5:22:11 GMT -5
I believe the last increase in authorized shares is serving somewhat as a deterent from a hostile takeover? I don't think so. The deterrent is the SLOW SALES for the past 3 years but don't get me wrong that's cool. It gives MNKD more runway before the BP's come sniffing around. BP is not convinced Technosphere is a viable alternative and at this point definitely not worth spending BILLIONS. MNKD will have to show quarterly sequential improvement in revenues for at least 6 Qtrs and don't forget MNKD went through 2 CRLs so that's in the back of BP's head also. MNKD has a decent runway to get Afrezza rolling. I would like to say the MANN Group could NIX any deal but they own very little at this point. I'm hoping for a $5 - $10B BUYOUT. If MNKD can sign a partner for TrepT and bring on a partner for EPI...that could be enough of a deterrent to prevent a BP from buying them. If you throw in an Int'l Partner also. Also I don't think anything will happen until the PEDS Trial is complete and they get approval. MNKD's US GROWTH Segment is the children. Mike has made that comment several times. So we have some time to see the progress of MNKD. The deterrent is not SLOW Sales. The deterrent has been providing the scientific data to support the clinical results and having the guy who can explain the data with credibility to the industry.
The path forward is well defined. First Dr. Kendall needs to get the ADA to make afrezza the standard of care for MDI. He should be able to do this in 6 months. Next, Dr. Kendall needs to get the ADA to make afrezza Step 2 for T2s.
If BP believes as I do these are two very possible and doable goals, past sales means nothing. In fact just the reality that MNKD is still around speaks volumes about the clinical results and cult following MNKD has had. MNKD for the last four years has basically been in a phase 4 study and every BP has just wanted them to go away. MNKD has been the cockroach of the pharma industry. No matter what was tried they keep coming back.
What have we learned in four years? First is lung function and PWDs are not only not losing function some have better results than when they started afrezza. At the three year mark as a diabetic they should all be seeing some decrease even if not using afrezza.
Second, some afrezza users started in 2008 on compassionate use. As far as I am aware non are reporting any lung function issues.
Third, clinical results in most cases have exceed most expectations.
Fourth, scientific studies are now verifying and supporting why afrezza is getting the clinical results it has. Additionally the STAT study non-compliant group mirrors the 171 results.
Fifth and most important IMO, ALL the FUD thrown at afrezza for years including "exploding lungs" has turned out to be unfounded FUD.
Ollie Brandicourt said afrezza would not be a viable product until 2020. I have to admit, he was right. So, at least one BP saw afrezza as a viable product four years ago. At this point afrezza is living rent free in the heads of every BP CEO in the diabetes space and every CEO in the Tech space who thinks they are getting into Cloud Monitoring and teledoc services. Any company like Buffets new JPM deal who wants to reduce insurance costs needs afrezza. Nothing can reduce micro and macro degeneration and heart disease like stopping the post meal spike and NOTHING but afrezza can stop the post meal spike and get the PWD back to baseline like a healthy pancreas or afrezza.
You want to stop T2 progression? Get the afrezza. Whats that worth? I would say at least $6B annually once named Step 2 and you are willing to take $5? I have faith Dr. Kendall will make afrezza the SOC. afrezza is the greatest advance in diabetes care since Banting and Best.
|
|