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Post by lennymnkd on Jul 28, 2018 14:48:42 GMT -5
Is a big player requesting tanner in the picture...
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Post by nylefty on Jul 28, 2018 15:01:46 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. You're absolutely right. Barnstormer may call them as he sees them, but his calls are always the most negative possible when it comes to MannKind. |
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Post by morgieporgie on Jul 28, 2018 15:09:53 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.
Could be my expectations are too high, don't really know. I will say that if this is one of the International deals that shareholders had in mind, it is somewhat disappointing. (No mention of the deal itself, details and or cash upfront) |
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Post by joeypotsandpans on Jul 28, 2018 15:19:29 GMT -5
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. You're absolutely right. Barnstormer may call them as he sees them, but his calls are always the most negative possible when it comes to MannKind. Lefty, I and others have had the fortunate experience of meeting Barnstormer who I can attest is sincere and a staunch long, he is calling it like he sees it from HIS perspective, quite understandably he is frustrated, it happens and in particular with this equity as most long time holders can empathize. The term sheets are/will be what they are and any efficiencies gained from a manufacturing standpoint are a plus...I'm not looking at those as much as thinking that scripts will continue to improve especially in Q4, now excuse me while I celebrate with an 80 minute hot stone with my better half, enjoy the rest of your weekends and get off the boards lol  |
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Post by mike0475 on Jul 28, 2018 15:24:03 GMT -5
Is a big player requesting tanner in the picture... Thinking same thing..Carlyle and who else is buried under Carlyle |
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Post by Deleted on Jul 28, 2018 15:35:08 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 Joey, until last fall, Brown was co-CEO at Renaissance. The other co-CEO was Robert Mercer (left the firm last fall) and so you know, Robert is very conservative and a major supporter of DTJ. Mr. Mercer was a major financial backer of Breitbart. His daughter Rebekah is also very involved in conservative initiatives. You can learn more about organizations they support through a simple search. Mr. Brown and his wife, former FDA commissioner Margaret Hamburg are major supporters of the Democratic Party. |
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Post by mnholdem on Jul 28, 2018 15:41:45 GMT -5
It seems to me that CEO mentioned deals being worked on for which Afrezza would reach 50% of the world's diabetes population. I don't think Tanner is related to that other term sheet. I still think that it's about China and has been delayed because of the agreement MannKind has with Amphastar, granting them the first right to sales in China and to match any partnership offer for that region. Combined, India and China account for more than half of the global diabetes population. I think the Tanner deal is something else entirely.  |
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Post by peppy on Jul 28, 2018 15:46:37 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 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 Joey, until last fall, Brown was co-CEO at Renaissance. The other co-CEO was Robert Mercer (left the firm last fall) and so you know, Robert is very conservative and a major supporter of DTJ. Mr. Mercer was a major financial backer of Breitbart. His daughter Rebekah is also very involved in conservative initiatives.
You can learn more about organizations they support through a simple search.
Mr. Brown and his wife, former FDA commissioner Margaret Hamburg are major supporters of the Democratic Party.
reply: oh geez louise. |
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Post by sayhey24 on Jul 28, 2018 16:34:17 GMT -5
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.
Could be my expectations are too high, don't really know. I will say that if this is one of the International deals that shareholders had in mind, it is somewhat disappointing. (No mention of the deal itself, details and or cash upfront)
Morgie - I can guarantee you my expectations are much higher than yours. When I saw Amazon's earnings I told my associated MNKD has the potential of beating that. Talk about expectations and being delusional but then again maybe not.
The problem with MNKD is the foundation was never laid for afrezza to be prescribed. Listen to Dr. Kendall at the Investor's conference when he says as much. At the same time every BP including our partner was doing everything they could to poison the well.
If afrezza was already the FDA standard Mike's deals would have already been closed on his terms. This deal is not the international deals but a deal which costs no money, may bring another IB into the picture and gets Mike some experience in closing deals.
MNKD is finally in the process of putting the horse before the cart. Now its going to take awhile. As it becomes the standard things will come together quickly and we will see if my expectations are met. Some people play golf for a hobby, I read scientific papers on diabetes. Call me crazy but afrezza is not a superior insulin but rather a superior approach to treating diabetes. It allows for a true paradigm shift in diabetes treatment.
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Post by morgieporgie on Jul 28, 2018 16:46:21 GMT -5
Could be my expectations are too high, don't really know. I will say that if this is one of the International deals that shareholders had in mind, it is somewhat disappointing. (No mention of the deal itself, details and or cash upfront)
Morgie - I can guarantee you my expectations are much higher than yours. When I saw Amazon's earnings I told my associated MNKD has the potential of beating that. Talk about expectations and being delusional but then again maybe not.
The problem with MNKD is the foundation was never laid for afrezza to be prescribed. Listen to Dr. Kendall at the Investor's conference when he says as much. At the same time every BP including our partner was doing everything they could to poison the well.
If afrezza was already the FDA standard Mike's deals would have already been closed on his terms. This deal is not the international deals but a deal which costs no money, may bring another IB into the picture and gets Mike some experience in closing deals.
MNKD is finally in the process of putting the horse before the cart. Now its going to take awhile. As it becomes the standard things will come together quickly and we will see if my expectations are met. Some people play golf for a hobby, I read scientific papers on diabetes. Call me crazy but afrezza is not a superior insulin but rather a superior approach to treating diabetes. It allows for a true paradigm shift in diabetes treatment.
Funny thing is, this could be worth hundreds of billions, or literally nothing if it isn't proven effective for various drugs. I see what you mean about the Amazon comparison. No.doubt about that. I do believe Dr Kendall may be the wild card here, the Ace up the sleeve. Ray Urbanski just seemed along for the ride, unfortunately. |
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Post by nylefty on Jul 28, 2018 17:08:03 GMT -5
You're absolutely right. Barnstormer may call them as he sees them, but his calls are always the most negative possible when it comes to MannKind. Lefty, I and others have had the fortunate experience of meeting Barnstormer who I can attest is sincere and a staunch long, he is calling it like he sees it from HIS perspective, quite understandably he is frustrated, it happens and in particular with this equity as most long time holders can empathize. The term sheets are/will be what they are and any efficiencies gained from a manufacturing standpoint are a plus...I'm not looking at those as much as thinking that scripts will continue to improve especially in Q4, now excuse me while I celebrate with an 80 minute hot stone with my better half, enjoy the rest of your weekends and get off the boards lol He may be "sincere" in his pessimistic viewpoint, but my frustration is with self-described longs who have nothing but negative things to say about this stock and this company. If they're really long why do they spend so much time and effort undermining MNKD? One basher may not have much effect on the stock price, but I suspect that there is a cumulative effect from this relentless negativity by multiple Debbie Downers. |
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Post by mytakeonit on Jul 28, 2018 17:14:11 GMT -5
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Post by uvula on Jul 28, 2018 18:01:15 GMT -5
Saying negative things is not undermining mnkd. I would rather see negative but fact based posts instead of the over the top "I can predict the future" posts such as "No reason to worry. Mike will find the money" and " Because of Afrezza the pump is dead".
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Post by nylefty on Jul 28, 2018 20:29:36 GMT -5
Saying negative things is not undermining mnkd. I would rather see negative but fact based posts instead of the over the top "I can predict the future" posts such as "No reason to worry. Mike will find the money" and " Because of Afrezza the pump is dead". I picture satisfied Afrezza users, along with friends and relatives of such users, thinking about investing in the company behind this wonderful drug and winding up on this board -- where they would see messages of despair and warnings of impending bankruptcy. That's gotta drive away potential investors. |
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Post by tomtabb on Jul 28, 2018 21:59:53 GMT -5
It seems to me that CEO mentioned deals being worked on for which Afrezza would reach 50% of the world's diabetes population. I don't think Tanner is related to that other term sheet. I still think that it's about China and has been delayed because of the agreement MannKind has with Amphastar, granting them the first right to sales in China and to match any partnership offer for that region. Combined, India and China account for more than half of the global diabetes population. I think the Tanner deal is something else entirely. What I get when googling the subject of China and insulin isn't encouraging. Novo has been there over 25 years but still has only 11-12% of the market -- a number that hasn't changed since 2014. Other diabetic pharmaceutical manufacturers have been staking their own claims as well. How about looking at countries that the big pharmaceutical companies have neglected? Somalia, for example, would likely allow afrezza to be sold over the counter and its heat resistant properties might make it popular there. |
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