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Post by falconquest on Jan 28, 2019 19:54:07 GMT -5
Are you saying that JNJ is going to partner with MannKind? No, it's Amgen, don't you read this board?
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Post by liane on Jan 28, 2019 20:09:09 GMT -5
Are you saying that JNJ is going to partner with MannKind? No, it's Amgen, don't you read this board?
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Post by #NoMoreNeedles on Jan 28, 2019 20:36:43 GMT -5
OMG 😲 How could I misread the PR 🤪
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Post by falconquest on Jan 28, 2019 21:06:11 GMT -5
No, it's Amgen, don't you read this board? Couldn't resist Liane.
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Post by travis1953 on Jan 29, 2019 1:16:30 GMT -5
Don't know if this helps you travis - it's a link to an article on the Technosphere technology. I really had to dig hard to find it. So many of the old links in our Resources section have dead links now.
Thanks. That was consistent with what I had found. It strikes me that once there is little they can do to alter how the box forms around the drug. It seems like a straightforward process, and doesn't seem as though it would be expensive, and it seems feasible that they could mix up hundreds of small batches of different drugs. Is there a technical issue that restricts them to looking at only eight or so?
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Post by cretin11 on Jan 29, 2019 12:33:39 GMT -5
Are you saying that JNJ is going to partner with MannKind? No, I have always thought that JNJ has a "soft" reputation (think baby products). Afrezza is the soft alternative to jabbing needles into your body. Beyond that I have no idea of what the future holds. Hopefully up, in both sales and share price. Let's pass on JNJ and keep Afrezza asbestos-free.
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Post by longliner on Jan 29, 2019 13:44:38 GMT -5
No, I have always thought that JNJ has a "soft" reputation (think baby products). Afrezza is the soft alternative to jabbing needles into your body. Beyond that I have no idea of what the future holds. Hopefully up, in both sales and share price. Let's pass on JNJ and keep Afrezza asbestos-free. I wondered how long it would take to get that......Think baby shampoo. My apologies to the board as I started this mess!!
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Post by mnholdem on Jan 29, 2019 17:04:57 GMT -5
Ah, don't worry about it. That was a cheap shot, IMO.
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Post by lakon on May 17, 2019 5:05:17 GMT -5
01. Afrezza TRX 00700 (2018-12-07)02. Afrezza TRX 00800 () 03. Afrezza TRX 00900 () 04. Afrezza TRX 01000 ()05. Afrezza TRX 01100 () 06. Afrezza TRX 01200 ()07. Afrezza TRX 01300 () 08. Afrezza TRX 01400 () 09. Afrezza TRX 01500 () 10. Afrezza TRX 01600 () 11. Afrezza TRX 01700 () 12. Afrezza TRX 01800 () 13. Afrezza TRX 01900 () 14. Afrezza TRX 02000 ()15. Afrezza TRX 02100 () 16. Afrezza TRX 02200 () 17. Afrezza TRX 02300 () 18. Afrezza TRX 02400 () 19. Afrezza TRX 02500 () 20. Afrezza TRX 05000 () 21. Afrezza TRX 10000+ () 22. International partnerships ( Canada, China, EU, Australia, UAE, Saudi Arabia, Mexico, Japan, Korea, Thailand, South Africa, Israel) 23. Start the long-term safety and pediatric trials24. Technosphere CBD (RLS milestones)25. Technosphere Epinephrine IND (Partner with AMPH Primatene Mist and get China going. C'mon... Just Do It!) 26. Technosphere Palonosetron IND27. Technosphere PTH IND 28. Technosphere Vaccines (TechnoVax mango ) 29. Technosphere Oxytocin IND (Mintaka + Pfizer gets this up, up and away! C'mon bb... Let's Just Do It!) 30. Technosphere Pain Treatment Program31. (Tolero Ultrasound guided administration of lymph node allergy treatment procedure) ( mango ) 32. (OneDrop Growth) 33. Technosphere PDE5 Inhibitor (UTHR + Pfizer... Do I have to say it?)34. Brazil Launch 35. India Launch 36. Grow ex-U.S. Specialty Access Solutions (How about legal counsel dusts off the Maritime Law books? Keep thinking outside the box...) 37. (VDEX Growth)
"MannKind has partnered with Eagle Pharmacy to process patients’ prescriptions and to ship Afrezza directly to their home. Payment is made using any major credit card."
39. UTHR Program(s)
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Post by matt on May 17, 2019 7:53:06 GMT -5
It seems like a straightforward process, and doesn't seem as though it would be expensive, and it seems feasible that they could mix up hundreds of small batches of different drugs. Is there a technical issue that restricts them to looking at only eight or so? Not so much a technical issue as a cost issue. Every batch needs to go through the same quality testing whether there are 1 million doses or just 1 dose produced, and that is not a cheap process. That is one reason patient specific cell therapies seem like a good idea in principle but they wind up costing an arm and a leg due to manufacturing cost, a good chunk of which is QC driven. The other hot button for FDA is avoiding the risk of contamination of one batch with residual drug from a different batch (this is true whether it is the same drug or a different one). Cleaning the production line to eliminate any trace of active pharmaceutical ingredient from a prior run is costly, both in labor and in machine downtime, and this remains true even in high-tech production lines with clean-in-place or steam-in-place technologies. Combine those two factors and the production economics of any small batch drug are unfavorable despite it being technically feasible to do so.
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Post by slugworth008 on May 17, 2019 8:55:07 GMT -5
How much cash do we estimate they currently have? When do we expect UTHR milestones to come in? I believe we started the year with $70M, I estimate we've currently spent $8-10M on ads and $10M on the monthly burn. Probably brought in a net of, maybe $1M in Afrezza revenue. I'm guessing we have somewhere around $50M, does anyone disagree? They have debt covenants at what dollar amount $10M? So, I estimate we have around $40M of usable cash, which gives us 4 months (without additional advertising blitz) before we need to see a milestone of some other source of cash. Thoughts? Mannmade said, Think you are way over on costs. More likely $2m per month on ads plus $8 to $9m in expenses. Can pay off DF $11.5 in stock if makes sense at time and $12.5m in milestones likely payable in 1st Q. So by my estimate w $70 eoy now at $59m plus $1m in Afrezza net rev and $12.5 in milestones equals $72.5m which is seven months. The UTHR deal is what gives me hope that MNKD will survive. They didn't sign off with a company they thought wouldn't be around. The real question is how much more dilution will be required to keep the lights on...JMHO
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Post by lakon on Jun 23, 2019 5:47:31 GMT -5
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Post by rtmd on Jun 23, 2019 8:33:07 GMT -5
The press release from AMSL is curious: www.amsl.com.au/newsandevents/amsl-diabetes-partner-with-mannkind-corporation/There's no mention of afrezza: "AMSL Diabetes are excited to announce that they have signed a distribution agreement with MannKind Corporation (NASDAQ: MNKD) to introduce their patient-focused therapies to the Australian market. The exclusive partnership is set to benefit Australian diabetes patients by offering a new innovative technology solution to their diabetes management. "We are excited to partner with AMSL Diabetes to bring our product to Australia" said Michael Castagna, Chief Executive Officer of MannKind Corporation. "Our founder, Alfred Mann, had a vision to bring our product to a worldwide market and with AMSL’s presence and knowledge of the diabetes market in Australia, we believe we will reach healthcare providers and patients with the message that our product is an incredible option in the fight against diabetes." MannKind Corporation will retain responsibility for product development, quality management and manufacturing while AMSL Diabetes will be responsible for regulatory and reimbursement approval, sales, marketing and customer support and distribution activities within Australia."
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Post by mnkdfann on Jun 23, 2019 8:49:42 GMT -5
Some, certainly not all, of the other AMSL announcements also mention the companies without mentioning their products by name. www.amsl.com.au/newsandevents/
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Post by mytakeonit on Jun 23, 2019 14:22:27 GMT -5
"patient-focused therapies" seems to indicate that the partnership is not only about Afrezza. As William Hung said ... "Shebang Shebang"
But, that's mytakeonit
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