|
|
Post by jonny80s on Jul 11, 2019 16:45:47 GMT -5
Maybe they are finally learning how to line up their ducks and are planning on releasing sequential PR to boost SH morale and prosperity. Not likely, but I remain hopeful.
That or they are expecting a couple weeks of bad script counts and are proactively trying to counter drop in SP. West Coast insurance appears to coincide with our physical calendar January-December, East Coast insurance runs July-June....
|
|
|
|
Post by goyocafe on Jul 11, 2019 16:49:07 GMT -5
So I’m guessing we have a partner for Epi. That it’s not the secret molecule, that that one resembles Cialis. And if we don’t have a partner then our sales reps can sell Epi. How long does it take the FDA to approve epi loaded on an approved carrier? How long of a study does that take? Has MNKD done anything in the background to move this closer to the goal post? |
|
|
|
Post by plytle on Jul 11, 2019 16:54:16 GMT -5
Who expands capacity without a pipeline? I think we must have a pipeline! Couldn't agree more. I rather enjoy how Mannkind quietly goes about business while the entire trading community is up in arms. And then you have the whole VDex ridiculousness...which I firmly believe will be over as of the 17th. |
|
|
|
Post by plytle on Jul 11, 2019 16:54:51 GMT -5
So I’m guessing we have a partner for Epi. That it’s not the secret molecule, that that one resembles Cialis. And if we don’t have a partner then our sales reps can sell Epi. How long does it take the FDA to approve epi loaded on an approved carrier? How long of a study does that take? Has MNKD done anything in the background to move this closer to the goal post? Yes...they expanded their manufacturing capacity. Duh. |
|
|
|
Post by boytroy88 on Jul 11, 2019 16:59:27 GMT -5
Maybe they are finally learning how to line up their ducks and are planning on releasing sequential PR to boost SH morale and prosperity. Not likely, but I remain hopeful. That or they are expecting a couple weeks of bad script counts and are proactively trying to counter drop in SP. West Coast insurance appears to coincide with our physical calendar January-December, East Coast insurance runs July-June....Ummmm... Don't think they'll spent that much money to expand capacity that they won't use just to keep SP up since they will waste future operating money for something that doesn't really affect the company's bottom line. |
|
|
|
Post by theshiv on Jul 11, 2019 17:00:15 GMT -5
Step by step in a very deliberative (slow) manner this company is putting the building blocks together. Getting its financial house in order and extending the runway for miles remains a must. At what point does a board of directors of a pharma company, aside from UTHR recognize the potential of this company that we all see and partner/invest in this proven technosphere platform and the success of its inhaled insulin among patients. Perhaps today's news as suggested will create a line at the door, I hope.
|
|
|
|
Post by goyocafe on Jul 11, 2019 17:00:35 GMT -5
How long does it take the FDA to approve epi loaded on an approved carrier? How long of a study does that take? Has MNKD done anything in the background to move this closer to the goal post? Yes...they expanded their manufacturing capacity. Duh. I suppose I should have been more clear in order to avoid the condescension. I was referring to the regulatory hurdles, but, yes, manufacturing capacity certainly is a big step in the right direction. |
|
|
|
Post by plytle on Jul 11, 2019 17:06:50 GMT -5
Yes...they expanded their manufacturing capacity. Duh. I suppose I should have been more clear in order to avoid the condescension. I was referring to the regulatory hurdles, but, yes, manufacturing capacity certainly is a big step in the right direction. No question it's a process and there are many parts to the puzzle. Capacity being one of them. Sorry for the condescension...I'm salty with this whole Vdex ridiculousness. |
|
|
|
Post by wsulylecoug on Jul 11, 2019 17:09:15 GMT -5
So I’m guessing we have a partner for Epi. That it’s not the secret molecule, that that one resembles Cialis. And if we don’t have a partner then our sales reps can sell Epi. How long does it take the FDA to approve epi loaded on an approved carrier? How long of a study does that take? Has MNKD done anything in the background to move this closer to the goal post? It's been awhile since Epi has been substantially included in any CC's or presentations, but prior to Treprostinil becoming the first partnered compound, I believe MC had referred to preliminary FDA interactions regarding Epi and TS as positive and informative on a specific path. This doesn't really quantify the "how long", which I am very curious about as well since both pieces are approved now, just not together, but at least this might be a conversation that can be revisited and continued from a place of forward progress rather than ground zero. |
|
|
|
Post by letitride on Jul 11, 2019 17:49:36 GMT -5
Does this mean we are now ready to produce Treprostinil at a commercial level?
|
|
|
|
Post by ryster505 on Jul 11, 2019 18:00:15 GMT -5
I'm curious as to why they threw in Epi in that PR. If the main goal of this expansion was primarily due to Trep-T then shouldn't they have just said it? Another PR with more questions than answers, I wish Mike & Co would just tear off the band-aid once and for all with some real clarity and transparency.
|
|
|
|
Post by letitride on Jul 11, 2019 18:08:59 GMT -5
I'm curious as to why they threw in Epi in that PR. If the main goal of this expansion was primarily due to Trep-T then shouldn't they have just said it? Another PR with more questions than answers, I wish Mike & Co would just tear off the band-aid once and for all with some real clarity and transparency. Its not a band aid its a progression. Its the old Rome was not built in a day analogy. But im pretty sure Mannkinds got the right stuff to build an empire out of. |
|
|
|
Post by mnkdfann on Jul 11, 2019 18:17:52 GMT -5
I'm curious as to why they threw in Epi in that PR. If the main goal of this expansion was primarily due to Trep-T then shouldn't they have just said it? Another PR with more questions than answers, I wish Mike & Co would just tear off the band-aid once and for all with some real clarity and transparency. Just those 3 extra words: "such as epinephrine". As an example of a dry powder formulation, it is one that most readers would be familiar with. They could have listed something more exotic, such as Treprostinil, but a lot of retail investor readers (especially those not currently invested in Mannkind, i.e. potential investors) may not be so familiar with that. Even some analysts, I suppose. Also, whether Mannkind has any real intention to do Epi or not, mentioning it still excites its devoted retail fan base. And, of course, it could signal that Mannkind is serious about doing Epi. I think it's fair to say, without knowing more, that the PR wasn't as clear as it could be. It raises unanswered questions. |
|
|
|
Post by mytakeonit on Jul 11, 2019 18:20:04 GMT -5
Step by step in a very deliberative (slow) manner this company is putting the building blocks together. Getting its financial house in order and extending the runway for miles remains a must. At what point does a board of directors of a pharma company, aside from UTHR recognize the potential of this company that we all see and partner/invest in this proven technosphere platform and the success of its inhaled insulin among patients. Perhaps today news as suggested will create a line at the door, I hope. I just hope 40M shorts aren't clogging the entrance to that door !!! I just realized that I don't have enough shares ... GOTTA BUY MORE SHARES !!! But, that's mytakeonit |
|
|
|
Post by brotherm1 on Jul 11, 2019 18:39:08 GMT -5
I'm curious as to why they threw in Epi in that PR. If the main goal of this expansion was primarily due to Trep-T then shouldn't they have just said it? Another PR with more questions than answers, I wish Mike & Co would just tear off the band-aid once and for all with some real clarity and transparency. Just those 3 extra words: "such as epinephrine". As an example of a dry powder formulation, it is one that most readers would be familiar with. They could have listed something more exotic, such as Treprostinil, but a lot of retail investor readers may not be so familiar with that. Even some analysts, I suppose. Also, whether Mannkind has any real intention to do Epi or not, mentioning it still excites its devoted retail fan base. And, of course, it could signal that Mannkind is serious about doing Epi. I think it's fair to say, without knowing more, that the PR wasn't as clear as it could be. It raises unanswered questions. It can raise questions for sure. The expansion was to be for Tret-T. I certainly hope that deal did not come apart and so they now instead indicate it's use is for the likes of epi. Could that be the reason for the significant increase in the last short report? |
|
