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Post by uvula on Jul 28, 2018 8:37:48 GMT -5
Even if you have the best performing airplane and the best pilot, if you run out of fuel you are going to crash. It doesn't matter how confident you are in the pilot.
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Post by sportsrancho on Jul 28, 2018 8:43:20 GMT -5
Mike will manage to get the money he’s busy building the runway...
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Post by sayhey24 on Jul 28, 2018 8:58:53 GMT -5
Anyone happen to notice management always talks a big game, like they have some huge partner lined up? Then when the truth is revealed, it ends up being some no name player in the industry? Let's be real here, this is no deal with Takeda or Abbott or Dexcom.. These seem like last minute deals, or agreements of understanding - like with One Drop. Nothing seems to bear fruit. Sorry to be negative here but it's very frustrating! I think your problem is your expectations need to be reset.
As a product afrezza is exceeding what most, except maybe Al Mann expected. Do a google on afrezza lawsuits and then do a google on Trulicity. While MNKD was notified their REMs was no longer needed. Pfizer was allowed to update their label with additional warnings of death.
Four years after approval, Trulicity is doing $2B a year in sales and afrezza is a niche drug. Why? GLP-1 is in the standard of care and inhaled insulin for T2s is not. With all the other lawsuits against the other GLP-1s Trulicity is the safest of the dangerous.
The big game "talk" I have been hearing lately is from Dr. Kendall. He called afrezza a "superior" insulin a few weeks ago. To be honest that takes a huge "set" for a guy with his reputation and standing in the community if he is wrong. Dr. Kendall said “The research and clinical response to Afrezza as a mealtime insulin supports ongoing efforts to establish this product as the standard of care for those living with type 1 or type 2 diabetes”. Getting the "Standards" updated is a process and will be done in stages and will not happen overnight. The great news for PWDs, Mannkind, and Mannkind shareholders there is probably no one better able to pull off these updates. Once they occur afrezza will no longer be the niche drug it is today and will become mainstream. Exceeding Trulicity sales once the standard should be very doable.
Amazon was raised by Jeff Dachis at the 2017 shareholders meeting. Jeff is currently concluding his afrezza trial at One Drop. What we know about afrezza is when properly dosed afrezza always wins.
RLS is a mystery to me. However Paul Allen and others were made up by bloggers seeing a connection with MSFT. My understanding and maybe incorrectly was Kevin Johnson was the main guy. However can you imagine if RLS becomes real and afrezza becomes the standard? Just saying, one can dream.
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Post by joeypotsandpans on Jul 28, 2018 9:10:53 GMT -5
Even if you have the best performing airplane and the best pilot, if you run out of fuel you are going to crash. It doesn't matter how confident you are in the pilot. Uvi, the fuel has been running out for years yet somehow the plane continues to fly, maybe it's a glider and keeps catching the rising thermals....it's had everything and anything thrown at it to try to bring it down even a BP that bore a hole in the fuel tank then gave it a temporary patch with a little compensatory fuel, the slings and arrows from the dark side that continually short it whilst dilution gets absorbed, actually I'm starting to think it runs on fuel cell technology, or maybe Elon passed on some high tech self charging battery but I've been hearing for years now that the fuel only has a couple of months left in the tank. In fact I've heard it just about every week for years like clock work, you can set your watch to it just like a sarcastic jab from Baba  ....usually on Friday afternoon or sometime on Saturday. Then there are our friends at MF that put this company in the same sentence as Agenus lol, coupled with trolling posters with ulterior motives that are trying to "save the retailer investor's souls" etc. so noble of them, about as noble as a vulture. Their souls are all about the almighty $$ lets not forget the now famous quote "there is no moral compass in investing", that one is the best reflection of what you are dealing with regarding excuses for human beings that speak out of both sides of their tongues and say they are for the veterans of this country etc. Perhaps, just not the diabetic ones . If it sounds personal well it is for me and now many others as I see them as trying to take down the company that makes the medication that improves my quality of life, the investment part I could really give two poops about, I don't count on it as much as others might but the product is a whole different matter and if the plane does eventually run out of fuel I sure hope the cargo gets saved and the plane is able to safely land as it runs out |
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Post by agedhippie on Jul 28, 2018 9:22:21 GMT -5
If it sounds personal well it is for me and now many others as I see them as trying to take down the company that makes the medication that improves my quality of life, the investment part I could really give two poops about, I don't count on it as much as others might but the product is a whole different matter and if the plane does eventually run out of fuel I sure hope the cargo gets saved and the plane is able to safely land as it runs out I think the cargo gets saved. Someone would buy the assets out of bankruptcy and would be able to make money out of it as a niche drug since they would not be carrying the debt or overheads (why exactly are we spending over a million in total comp for a head of HR for a company the size of Mannkind, or $700K for a CTO?) |
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Post by sportsrancho on Jul 28, 2018 10:11:07 GMT -5
Joey agree.....”posters with ulterior motives that are trying to "save the retailer investor's souls" etc. so noble of them, about as noble as a vulture. Their souls are all about the almighty $$”
There are always different realities, like the people that thought Trump was going to win and the ones that thought he was gonna lose;-)
If you sell a stock you move on and buy another stock, then you’re on a different stock board...you don’t go back to the old stock board and try to talk people out of their position unless you went short the stock. There is plenty of evidence of the Longs that went short under Spencer’s comment section still talking about how the old longs are underwater... the bitterness is just amazing ,why are they so angry! I mean MOVE ON...get some resilience. That’s my first thought, but of course Joey is right they’re short the stock.
There’s one guy on there that was long, or so he said at the Alcom. In fact he taped it for us! Now not so much, you should hear the things he says about us ..sad.. just really sad. I have to say he fooled me from the beginning which I don’t think very many people do:-)
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Post by mnholdem on Jul 28, 2018 11:21:47 GMT -5
Excellent discussion here and on point for the thread title “Reality of the Situation”.
What is “reality”? Frankly, reality varies from person to person depending on his/her perspective and experience and I find it to be very interesting reading. Thank you all!
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Post by joeypotsandpans on Jul 28, 2018 12:16:00 GMT -5
Joey agree.....”posters with ulterior motives that are trying to "save the retailer investor's souls" etc. so noble of them, about as noble as a vulture. Their souls are all about the almighty $$” There are always different realities, like the people that thought Trump was going to win and the ones that thought he was gonna lose;-)
If you sell a stock you move on and buy another stock, then you’re on a different stock board...you don’t go back to the old stock board and try to talk people out of their position unless you went short the stock. There is plenty of evidence of the Longs that went short under Spencer’s comment section still talking about how the old longs are underwater... the bitterness is just amazing ,why are they so angry! I mean MOVE ON...get some resilience. That’s my first thought, but of course Joey is right they’re short the stock. There’s one guy on there that was long, or so he said at the Alcom. In fact he taped it for us! Now not so much, you should hear the things he says about us ..sad.. just really sad. I have to say he fooled me from the beginning which I don’t think very many people do:-) and those that "hedge" their bets either way, the previous Obama appointed FDA commissioner who was brought up on RICO charges along with her husband source: Wikipedia She is married to Peter Fitzhugh Brown, a computer scientist and artificial intelligence expert. Brown is the co-Chief Executive of Renaissance Technologies.[24] Renaissance Technologies was the top donor to President Donald Trump's 2016 campaign[25] and the third largest donor to Hillary Clinton,[26] giving $15.5 million and $16.5 million respectively
there's a little harsh reality to how the souls of the dark side work without moral compass, you buy both sides with either pocket Actually come to think of it I probably could of added this to that MNKD story thread just posted today, it would fit in with that one just as easily or should I say sadly |
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Post by mytakeonit on Jul 28, 2018 12:18:27 GMT -5
And the "Reality of the Situation" is that you have me here.
I fooled sports ... because she thought I was rich !!! Only kidding.
Joey's post was great !!!
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Post by pat on Jul 28, 2018 12:35:29 GMT -5
Start the book with an overview of diabetes, the development of insulin and how the market for it and players subsequently developed.
Short section on Al Mann.
Then the roaler coaster begins. Shrikeli. FDA corruption. Furstein.
Short selling could have its own section in the middle.
Any detail discovered by researchers can be peppered throughout.
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Post by mnkdfann on Jul 28, 2018 12:55:58 GMT -5
and those that "hedge" their bets either way, the previous Obama appointed FDA commissioner who was brought up on RICO charges along with her husband source: Wikipedia She is married to Peter Fitzhugh Brown, a computer scientist and artificial intelligence expert. Brown is the co-Chief Executive of Renaissance Technologies.[24] Renaissance Technologies was the top donor to President Donald Trump's 2016 campaign[25] and the third largest donor to Hillary Clinton,[26] giving $15.5 million and $16.5 million respectively there's a little harsh reality to how the souls of the dark side work without moral compass, you buy both sides with either pocket Never mind that lawsuit alleging RICO violations filed by ambulance chasing attorney Larry E. Klayman was found to be baseless and dismissed. www.lexislegalnews.com/articles/16128/levaquin-rico-lawsuit-dismissed-by-judge-in-district-of-columbia |
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Post by joeypotsandpans on Jul 28, 2018 13:08:55 GMT -5
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Post by barnstormer on Jul 28, 2018 14:15:26 GMT -5
Why don't I think Mike is working on another partner? Mike had told us he has two term sheets in hand. Tanner was obviously one of them. Cipla was probably the other. You may not like hearing the hard truth, but we are running out of time before the dilution and shorting fest starts all over again. If you don't think I want Mike to pull this out you are wrong. I call them as I see them. No up front money from Tanner? That's an indicator of the level of interest/faith there is out there to team with MNKD. We are well past ADA and the STAT study. We are well past the investor's lunch. If there isn't a good PR before the earnings call better call the EMTs.
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Post by golfeveryday on Jul 28, 2018 14:41:33 GMT -5
Why don't I think Mike is working on another partner? Mike had told us he has two term sheets in hand. Tanner was obviously one of them. Cipla was probably the other. You may not like hearing the hard truth, but we are running out of time before the dilution and shorting fest starts all over again. If you don't think I want Mike to pull this out you are wrong. I call them as I see them. No up front money from Tanner? That's an indicator of the level of interest/faith there is out there to team with MNKD. We are well past ADA and the STAT study. We are well past the investor's lunch. If there isn't a good PR before the earnings call better call the EMTs. as far as I understand, Tanner is not the type of business that pays to partner with a pharma company. They are a distributor, so they will be making money off MNKD distribution. |
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Post by agedhippie on Jul 28, 2018 14:44:58 GMT -5
Why don't I think Mike is working on another partner? Mike had told us he has two term sheets in hand. Tanner was obviously one of them. Cipla was probably the other. You may not like hearing the hard truth, but we are running out of time before the dilution and shorting fest starts all over again. If you don't think I want Mike to pull this out you are wrong. I call them as I see them. No up front money from Tanner? That's an indicator of the level of interest/faith there is out there to team with MNKD. We are well past ADA and the STAT study. We are well past the investor's lunch. If there isn't a good PR before the earnings call better call the EMTs. I doubt Tanner would be one of the term sheets. Tanner is a straight forward service contract like any other and is about formalizing distribution channels to off-shore buyers. |
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....usually on Friday afternoon or sometime on Saturday. Then there are our friends at MF that put this company in the same sentence as Agenus lol, coupled with trolling posters with ulterior motives that are trying to "save the retailer investor's souls" etc. so noble of them, about as noble as a vulture. Their souls are all about the almighty $$ lets not forget the now famous quote "there is no moral compass in investing", that one is the best reflection of what you are dealing with regarding excuses for human beings that speak out of both sides of their tongues and say they are for the veterans of this country etc. Perhaps, just not the diabetic ones 
