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Post by agedhippie on Sept 10, 2018 12:59:40 GMT -5
No but Al did buy up all of pfizer's remaining stock of insulin that they used to make Exubera at pennies on the dollar and he also purchased the rights to manufacture that insulin as well. So if MNKD ever gets big enough they will do the trials so they can use that insulin and maybe make their own production plant as a backup to their Amphastar source. I don't think that is right. Mannkind agreed to store the Exubera/Pfizer insulin, and were paid for that in insulin. Any more of the insulin has to be bought at a price agreed in the contract (it was blacked out in the public version of the document), but as long as the stockpile exists Mannkind has the right to draw on it at that cost. The insulin they received in payment was used in earlier development and research work and is long gone. |
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Post by mnholdem on Sept 10, 2018 13:00:56 GMT -5
Years ago MannKind did have trademarks registered for Coffee Kick and Wine Blast for flavored powders that had no therapeutic benefit.  I had purged that out of my memory as it was back in the "Embarrassment of Riches" days  That being said i'm game for anything that keeps the production lines moving and sales rolling in. That was way before Pfeffer. |
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Post by harryx1 on Sept 10, 2018 13:05:38 GMT -5
IMHO, this company should be like what is AMZN for tech companies, basically like AWS part of amazon. Run your apps on our platform. If they can market that way, we should see a great traction. Long and strong MNKD for countless years, never sold, only averaged down. 27K shares at 4.69. Hoping for good times. I've heard that before: "Your product, our delivery" I sure do like the Amazon model for profits, though. I'll take as little as a 5-10% royalty... if we can get it on 40+ different products. If only a few of those are renewing blockbuster drugs that are losing exclusivity, move aside Eli Lilly. As long as this management team executes the plan, 5-10 years, I feel I've just got to own this stock. GLTYA |
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Post by mnkdorbust on Sept 10, 2018 13:22:24 GMT -5
I had purged that out of my memory as it was back in the "Embarrassment of Riches" days That being said i'm game for anything that keeps the production lines moving and sales rolling in. That was way before Pfeffer. I stand corrected. |
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Post by esstan2001 on Sept 10, 2018 14:34:15 GMT -5
I would rather buy at $5 when revenue is climbing instead of buying at one still hoping they figure it out. I suffered enough downside here. I'm not doing that again. i’m still waiting for damage reports from all decks. What’s done is done. Dilithium cyrstals will be operational and warp drives ready at Mike’s command. Once at warp speed there will be no catching us. Hey, don't forget Mr. Scott- Phasers?
You've got 'em. I have one bank recharged.
Kirk- Scotty, you just earned your pay for the week.
Doomsday Machine? We take all comers...
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Post by figglebird on Sept 10, 2018 15:25:06 GMT -5
Pfizer bought exhubra fron nktr and Al bought it from pfizer
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Post by agedhippie on Sept 10, 2018 16:14:57 GMT -5
Pfizer bought exhubra fron nktr and Al bought it from pfizer A common misunderstanding. This from the 10K after the sale: 14. Pfizer asset purchase
On June 19 , 2009, the Company completed its acquisition from Pfizer Inc. (“Pfizer”) and its wholly owned subsidiary, Pfizer Manufacturing Frankfurt GmbH (the “Seller”), of a portion of the Seller’s inventory of bulk insulin and the Seller’s and Pfizer’s rights under a license to manufacture insulin for pulmonary delivery pursuant to that certain Insulin Sale and Purchase Agreement between the Company, Pfizer and the Seller dated March 6, 2009 (the “Insulin Agreement”). In accordance with the terms of the Insulin Agreement, on June 19 , 2009, the Company, Pfizer and the Seller also entered into an Insulin Maintenance and Call-Option Agreement (the “Option Agreement”) pursuant to which the Company agreed to maintain and store the remainder of the Seller’s bulk insulin inventory (the “ Retained Insulin ” ) and acquired an option to purchase the Retained Insulin, in whole or in part, at a specified price, to the extent that the Seller has not otherwise disposed of or used the Retained Insulin. The total purchase price for this transaction including consideration payable to the Company for the storage and maintenance of the Retained Insulin was $3.0 million. The Company allocated the entire purchase price of $3.0 million to the bulk insulin purchased which has been charged to research and development expense for the period ended June 30, 2009.Note that there are two transactions here; sale of the a batch of the insulin, and the agreement to maintain the remainder of the stockpile. The $3M that they were paid was offset against the cost of the insulin they bought. Mannkind have the rest of the insulin in storage, but do not own it. What Mannkind did own was used in the development of Afrezza and is long gone. |
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Post by anderson on Sept 10, 2018 17:08:54 GMT -5
Pfizer bought exhubra fron nktr and Al bought it from pfizer A common misunderstanding. This from the 10K after the sale: 14. Pfizer asset purchase
On June 19 , 2009, the Company completed its acquisition from Pfizer Inc. (“Pfizer”) and its wholly owned subsidiary, Pfizer Manufacturing Frankfurt GmbH (the “Seller”), of a portion of the Seller’s inventory of bulk insulin and the Seller’s and Pfizer’s rights under a license to manufacture insulin for pulmonary delivery pursuant to that certain Insulin Sale and Purchase Agreement between the Company, Pfizer and the Seller dated March 6, 2009 (the “Insulin Agreement”). In accordance with the terms of the Insulin Agreement, on June 19 , 2009, the Company, Pfizer and the Seller also entered into an Insulin Maintenance and Call-Option Agreement (the “Option Agreement”) pursuant to which the Company agreed to maintain and store the remainder of the Seller’s bulk insulin inventory (the “ Retained Insulin ” ) and acquired an option to purchase the Retained Insulin, in whole or in part, at a specified price, to the extent that the Seller has not otherwise disposed of or used the Retained Insulin. The total purchase price for this transaction including consideration payable to the Company for the storage and maintenance of the Retained Insulin was $3.0 million. The Company allocated the entire purchase price of $3.0 million to the bulk insulin purchased which has been charged to research and development expense for the period ended June 30, 2009.Note that there are two transactions here; sale of the a batch of the insulin, and the agreement to maintain the remainder of the stockpile. The $3M that they were paid was offset against the cost of the insulin they bought. Mannkind have the rest of the insulin in storage, but do not own it. What Mannkind did own was used in the development of Afrezza and is long gone. and Pfizer’s rights under a license to manufacture insulin for pulmonary delivery.
Don't think they used any of it since they used the Amphastar insulin for the trials. Al said the pfizer insulin was in deep storage and monitored. See this thread for info on the insulin stockpile.
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Post by falconquest on Sept 10, 2018 17:39:54 GMT -5
What I'm looking for is confirmation of acceptance in the marketplace. We know Technosphere is a great delivery device. If it can gain acceptance in the marketplace with another molecule then I'll get back in. In other words, "we" know it works but I want to see that "they" know it works? That’s not a bad strategy. Too many of us, myself included, have tried to catch a falling knife with painful results. Years ago, many invested in MNKD thinking that Alfred Mann would sell for multiple times the share price like he did with the MiniMed insulin pump. The expectation of a potentially massive jump in stock price persists for many. Now that MannKind has transitioned from a biotech development company into a pharmaceutical company the dynamics have changed and it’s far more likely that MNKD stock price will make incremental gains based on pivotal events. Thank you MN, finally a voice of reason! As I previously stated, if Mannkind can get the market to accept Technosphere as a delivery mechanism (and I know full well what Technosphere is btw) then we will see those "embarrassments of riches" that Matt crowed about. Matt was actually right, IF we can get the market to accept this as a new paradigm in drug delivery then the sky is the limit........IF! |
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Post by patten1962 on Sept 11, 2018 4:55:13 GMT -5
Next up is Cantor Fitzgerald Global Healthcare Conference on Tuesday, October 2, 2018 at 1:40 pm (ET) at the Intercontinental New York Barclay Hotel in New York City MC: Yes we will bring clarity on pipeline soon. Mike C. Said UTHR has a call coming up. Anyone remember when that is? Thank you. Went back to listen last night but fell asleep. Lol I re-listened to the call. During the 1st question Michael said UTHR has an investor call the end of September. I looked on the website and did not see that posted. Anyone have an idea of when that is? If someone did answer me I apologize because I did not see it. Thanks again. |
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Post by Clement on Sept 11, 2018 7:14:24 GMT -5
Did Mannkind ever take a look at an Advair replacement? |
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Post by agedhippie on Sept 11, 2018 8:13:34 GMT -5
and Pfizer’s rights under a license to manufacture insulin for pulmonary delivery.
Don't think they used any of it since they used the Amphastar insulin for the trials. Al said the pfizer insulin was in deep storage and monitored. See this thread for info on the insulin stockpile.
The Pfizer insulin was used from back in 2009, I don't think Amphastar got involved until around 2014 and the Sanofi deal, but I could well be wrong on that. In the intervening five years I understood that they used the Pfizer insulin. At the end of the day it's all Regular insulin so, FDA and swapping APIs aside, it should be a trivial to interchange them. The Pfizer insulin is in deep storage and monitored, that's what Mannkind were paid $3M for, but it is still owned by Pfizer. |
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Post by harryx1 on Sept 11, 2018 9:45:43 GMT -5
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Post by sportsrancho on Sept 11, 2018 9:57:10 GMT -5
Mike C. Said UTHR has a call coming up. Anyone remember when that is? Thank you. Went back to listen last night but fell asleep. Lol I re-listened to the call. During the 1st question Michael said UTHR has an investor call the end of September. I looked on the website and did not see that posted. Anyone have an idea of when that is? If someone did answer me I apologize because I did not see it. Thanks again. The CNBC real time app says 10/23 next earnings date. |
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Post by harryx1 on Sept 11, 2018 10:42:20 GMT -5
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That being said i'm game for anything that keeps the production lines moving and sales rolling in.
