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Post by mnkdfann on Jul 7, 2019 15:56:38 GMT -5
I do think you are correct though and it is not a threat to Afrezza in the US and Europe, but it probably forecloses the Chinese market and likely a lot of Asia as well. Being in a trade war with China isn't going to help with IP enforcement either. The more interesting question is if they will start using FDKP for other drugs. That might actually help because right now FDKP inhaled drugs are a bit of a backwater and China could definitely provide credibility. Why not a threat in Europe? Statistics I found online suggest that China exports about 50% more to Europe than the U.S. does. So Europe seems quite comfortably importing Chinese products. |
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Post by mnholdem on Jul 7, 2019 16:19:57 GMT -5
br(Clipped) BTW, in case anyone missed details about the paper's funding: "This work was supported by the Ministry of Science and Technology of China (No. 2017ZX09101001-005-003), the National Natural Science Foundation of China (No. 81501579) and (No. 81673364), the Natural Science Foundation of Jiangsu Province (No. BK20150702), the Science and Technology Development Fund of Nanjing Medical University (2016NJMU105), the Priority Academic Program Development of Jiangsu Higher Education Institutions and the Postgraduate Research & Practice Innovation Program of Jiangsu Province (KYCX17_0674)." I'm sure MC is aware of this, right?!  如果他的团队没有睡着 Rúguǒ tā de tuánduì méiyǒu shuìzhe |
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Post by letitride on Jul 7, 2019 16:50:06 GMT -5
Its true people love to buy crap dosent mean they dont have to pay twice for it. And then again sometimes you dont even get the chance. |
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Post by mnkdfann on Jul 8, 2019 7:40:12 GMT -5
Anything is possible, but Occam's razor suggests it is just what the article says it is. China looking for a new improved better replacement for Afrezza. (And see funding note below.) If it was Mannkind behind the scenes, why would the paper be bad-mouthing Afrezza by commenting on its relative high cost, poor sales, people worried about its safety, etc? So I'm surprised there are 'longs' over at StockTwits giving this paper a thumbs up, but nothing surprises me much any more. BTW, in case anyone missed details about the paper's funding: "This work was supported by the Ministry of Science and Technology of China (No. 2017ZX09101001-005-003), the National Natural Science Foundation of China (No. 81501579) and (No. 81673364), the Natural Science Foundation of Jiangsu Province (No. BK20150702), the Science and Technology Development Fund of Nanjing Medical University (2016NJMU105), the Priority Academic Program Development of Jiangsu Higher Education Institutions and the Postgraduate Research & Practice Innovation Program of Jiangsu Province (KYCX17_0674)." I'm sure MC is aware of this, right?! Never mind MC, does Bill (Vdex) know? |
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Post by sayhey24 on Jul 8, 2019 15:02:47 GMT -5
At this point it would be cheaper and faster to just buy MNKD. The last time I thought some Chinese company offered $1.50pps pre-split on the floor at the annual meeting. At this point $7.50 looks pretty good.
I am not sure they will be able to improve the PK profile much. Its about as close to natural phase 1 release as you can get. Anything better would just be splitting hairs. The FDKP brewing process is not the big deal. The expensive part is putting the powder in the little cartridges. Maybe they can make a filling machine which is faster and cheaper than the frogs. MNKD could use some new filling machines for RLS.
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Post by mnkdfann on Jul 9, 2019 14:39:35 GMT -5
I'm sure MC is aware of this, right?! 如果他的团队没有睡着 Rúguǒ tā de tuánduì méiyǒu shuìzhe 睡着或昏迷 感谢上帝为谷歌翻译 |
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Post by golfeveryday on Jul 12, 2019 7:11:20 GMT -5
At this point it would be cheaper and faster to just buy MNKD. The last time I thought some Chinese company offered $1.50pps pre-split on the floor at the annual meeting. At this point $7.50 looks pretty good. I am not sure they will be able to improve the PK profile much. Its about as close to natural phase 1 release as you can get. Anything better would just be splitting hairs. The FDKP brewing process is not the big deal. The expensive part is putting the powder in the little cartridges. Maybe they can make a filling machine which is faster and cheaper than the frogs. MNKD could use some new filling machines for RLS. and I would say every month it gets more expensive with other activities related to TrepT, manufacturing build out, other molecules and international adding value - slowly, but still adds value. |
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Post by mnholdem on Jul 13, 2019 18:08:03 GMT -5
Some facts but also some assumptions here. Manufacturing buildout adds to negative cash flow (idle machines still cost the company money). Revenue from international sales is speculative. Cipla is tanking as a company (revenue woes) and MannKind has not disclosed India pricing so shareholders don’t have a clue whether India will even be profitable. The same could be said about Brazil.
Molecules? Also speculative. Several statements by the CEO have some shareholders optimistic but I confess that I tend to look at this with a “once bitten twice shy” skepticism. I lost nearly six figures based on MannKind’s CEO publicly stating that he was “expecting” pivotal events to transpire by 4Q18. I used to believe him, as evidenced by loading up on Jan-2019 Call Options. I’m aware that every conference call is led by a disclaimer that legally protects the company but, at the time, Castagna was quite convincing.
It was bad enough that his expectations didn’t materialize but when the CEO executed his Christmas Massacre he effectively eliminated my chance to escape with only a 35% loss.
Other comments by Castagna on social media have had the same effect and many shareholders that I know and regularly speak/chat with or have also paid dearly. I no longer believe anything that this CEO says. Many don’t any more.
He has bitten us too many times.
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Post by lifebreath on Jul 13, 2019 19:26:15 GMT -5
Some facts but also some assumptions here. Manufacturing buildout adds to negative cash flow (idle machines still cost the company money). Revenue from international sales is speculative. Cipla is tanking as a company (revenue woes) and MannKind has not disclosed India pricing so shareholders don’t have a clue whether India will even be profitable. The same could be said about Brazil. Molecules? Also speculative. Several statements by the CEO have some shareholders optimistic but I confess that I tend to look at this with a “once bitten twice shy” skepticism. I lost nearly six figures based on MannKind’s CEO publicly stating that he was “expecting” pivotal events to transpire by 4Q18. I used to believe him, as evidenced by loading up on Jan-2019 Call Options. I’m aware that every conference call is led by a disclaimer that legally protects the company but, at the time, Castagna was quite convincing. It was bad enough that his expectations didn’t materialize but when the CEO executed his Christmas Massacre he effectively eliminated my chance to escape with only a 35% loss. Other comments by Castagna on social media have had the same effect and many shareholders that I know and regularly speak/chat with or have also paid dearly. I no longer believe anything that this CEO says. Many don’t any more. He has bitten us too many times. The last conference call was the first one I have not listened to in four years. There was just no point I don’t trust a word out of MC’s mouth. It is unbelievable to me that anyone who actually owns shares in MNKD can continue to pledge their unwavering support of MC.they just don’t live in the realm of reality. |
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Post by mytakeonit on Jul 13, 2019 20:04:18 GMT -5
Oh too bad ... that had to be the best conference call ever !!! I can't wait for the 2nd Quarter conference call !!!
mnholdem - that's why I've never done options. Need some wine?
But, that's mytakeonit
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Post by sportsrancho on Jul 13, 2019 20:10:48 GMT -5
Ben sold calls. He made 5k a month over almost 2 years from having 25k shares. Never worried about the stock going up on him. Smarter than me.
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Post by mytakeonit on Jul 14, 2019 3:40:38 GMT -5
So, $120k in 2 years. If he goes long and sits ... will he be happier making $60M  Oh sorry ... I was looking at my portfolio. But, that's mytakeonit |
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Oh sorry ... I was looking at my portfolio.