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Post by mannmade on Jul 17, 2018 11:12:50 GMT -5
Just read on ST where CEO of Deerfield appears to own almost 10% of mnkd stock. Not sure of details as was part of SEC filing.
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Post by peppy on Jul 17, 2018 11:30:16 GMT -5
Just read on ST where CEO of Deerfield appears to own almost 10% of mnkd stock. Not sure of details as was part of SEC filing. I hope that means increased healthcare insurance for Afrezza is being negotiated and coming soon. 30% less hypoglycemia.  |
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Post by peppy on Jul 17, 2018 11:40:04 GMT -5
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Post by hellodolly on Jul 17, 2018 11:40:44 GMT -5
Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
(a) Amount beneficially owned**:
Deerfield Mgmt, L.P. – 14,576,376 shares
Deerfield Management Company, L.P. – 14,576,376 shares
Deerfield Private Design Fund II, L.P. – 9,863,092 shares
Deerfield Private Design International II, L.P. – 10,463,284 shares
James E. Flynn – 14,576,376 shares
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Post by peppy on Jul 17, 2018 12:13:27 GMT -5
from compound Must be the number of shares each of these persons or entities has the ability to control via ownership or voting power, etc. So if Flynn controls Deerfield Mgmt, L.P., he controls the shares owned under the name of Deerfield Mgmt, L.P. Therefore, whether in theory or in practice, both Flynn and Deerfield Mgmt, L.P. can be viewed as persons / entities controlling these shares. Read more: mnkd.proboards.com/thread/7245/latest-short-interest?page=66#ixzz5LX6lFXgA |
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Post by awesomo on Jul 17, 2018 12:20:14 GMT -5
Wow, both a managing partner of Deerfield and disgraced former National Security Advisor Michael Flynn own shares?  |
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Post by tinkusr8215 on Jul 17, 2018 12:37:26 GMT -5
Did they file a 5% ownership earlier in the past few months when they got shares for debt ? are these shares in addition to that?
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Post by pguererro on Jul 17, 2018 12:56:33 GMT -5
Mannmade: you are correct...major obstacle is managed care. Absolutely no wins in this department in 2YEARS despite several well paid peops who’s job has been to change it. We have to start rebating. 3X the cost of novolog and not enough data to warrant coverage. Insurance companies aren’t flinching. 60% of something is better than 100% of nothing.
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Post by pguererro on Jul 17, 2018 12:59:59 GMT -5
Volume would double with better coverage. I get we would have to get twice as many new starts to make the same amount of money, but what we have today isn’t working. We need as many new people trying Afrezza as possible.
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Post by joeypotsandpans on Jul 17, 2018 13:02:13 GMT -5
I don't know why but it brings this to mind lol, dealbook.nytimes.com/2011/06/15/misdirection-in-goldman-sachss-housing-short/ .....Lloyd is heading out to pasture now (officially 10/1) of course, ohhh those Goldman pastures lol. I actually went to High School with a former partner who passed too early (clot thrown after knee replacement surgery should never have happened, one of the rare nice guys...he got drafted by the NY Jets as a kicker and then went on to a highly successful career at GS in their global commodities division. RIP RR |
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Post by pguererro on Jul 17, 2018 13:06:43 GMT -5
Correction: Novolog 1500 units $530. Afrezza 1440 units $1200. However, keep in mind u need 1.5x more Afrezza than RAA for equal glucose lowering effect+ most need correction 2 hrs later for best Afrezza results so we end up close to 3X
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Post by wgreystone on Jul 17, 2018 13:27:25 GMT -5
Correction: Novolog 1500 units $530. Afrezza 1440 units $1200. However, keep in mind u need 1.5x more Afrezza than RAA for equal glucose lowering effect+ most need correction 2 hrs later for best Afrezza results so we end up close to 3X Not sure why Afrezza is so expensive. From previous Mike C. 's comment, Afrezza needs to be expensive so that distributor can have a good cut, given the small volume. |
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Post by peppy on Jul 17, 2018 13:30:25 GMT -5
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Post by peppy on Jul 17, 2018 14:19:35 GMT -5
Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned**: Deerfield Mgmt, L.P. – 14,576,376 shares Deerfield Management Company, L.P. – 14,576,376 shares Deerfield Private Design Fund II, L.P. – 9,863,092 shares Deerfield Private Design International II, L.P. – 10,463,284 shares James E. Flynn – 14,576,376 shares it looks to me like deerfield/flynn is a seller. presently. |
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Post by brotherm1 on Jul 17, 2018 14:29:24 GMT -5
And what do you Peppy have to substantiate that?
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