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Post by boytroy88 on Jul 11, 2019 18:43:55 GMT -5
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? So you're suggesting that they might come out with a PR tomorrow/later that Tret-T deal fell through? If that's the case why not put it in the same PR?
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Post by falconquest on Jul 11, 2019 18:43:58 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. Something here just doesn't seem right. If there were a deal then they would have announced the deal and then followed up with a PR stating the manufacturing expansion. To those who are excited about this, I get that you want to see expansion of Technosphere but based on this PR I would be wary, I would be very wary.
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Post by winstonsmith on Jul 11, 2019 18:45:14 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 Yeah, just like the other hundred times the shorts haven't slept at night.....lol.
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Post by wgreystone on Jul 11, 2019 18:58:16 GMT -5
The expansion is definitely for TreT. The mention of Epi probably indicates it's the next compound to get into clinical trial.
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Post by bababooey on Jul 11, 2019 19:04:36 GMT -5
Maybe I am wrong but wouldn’t patients still need to carry an Epi-pen on them? In the rare case there is an anaphylactic reaction, your airway can close quite quickly (not to mention any associated anxiety). I understand a majority of the cases don’t progress to that level but let’s say for the sake of discuss, if Mannkind does develop and inhalable epi, will people need to still carry a back up pen?
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Post by peppy on Jul 11, 2019 19:07:14 GMT -5
Maybe I am wrong but wouldn’t patients still need to carry an Epi-pen on them? In the rare case there is an anaphylactic reaction, your airway can close quite quickly (not to mention any associated anxiety). I understand a majority of the cases don’t progress to that level but let’s say for the sake of discuss, if Mannkind does develop and inhalable epi, will people need to still carry a back up pen? quote: your airway can close quite quickly reply: ever hear a gasp?
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Post by uvula on Jul 11, 2019 19:08:59 GMT -5
Totally non medical guess. Usually if someone is unconscious it is because they were reluctant to jab themselves with an epi pen. If you can inhale it you won't wait.
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Post by mnkdfann on Jul 11, 2019 19:17:41 GMT -5
Maybe I am wrong but wouldn’t patients still need to carry an Epi-pen on them? In the rare case there is an anaphylactic reaction, your airway can close quite quickly (not to mention any associated anxiety). I understand a majority of the cases don’t progress to that level but let’s say for the sake of discuss, if Mannkind does develop and inhalable epi, will people need to still carry a back up pen? People have argued this back and forth from time to time on this forum for months if not years. I'm on the side that most risk-averse people would want to carry a pen. I certainly would.
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Post by bababooey on Jul 11, 2019 19:27:44 GMT -5
I agree with mnkdfann, I would be weary just carrying a inhaler. Or what if I don’t inhale enough of the dose? I could see people carrying both but from a cost perspective isn’t really isn’t feasible. Insurance barely wants to cover the pen, no way they will cover both
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Post by plytle on Jul 11, 2019 19:28:06 GMT -5
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. Something here just doesn't seem right. If there were a deal then they would have announced the deal and then followed up with a PR stating the manufacturing expansion. To those who are excited about this, I get that you want to see expansion of Technosphere but based on this PR I would be wary, I would be very wary. When there's news around epi, they'll share it - not only cuz they'll want to, but because they'll have to...by law. Until then, read the PR for the news IT shares...that they've expanded their manufacturing capability.
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Post by prcgorman2 on Jul 11, 2019 19:42:51 GMT -5
Here’s what really like about today’s announcement. It came the same day my good-til-cancelled buy orders filled. My next purchase (maybe 4Q?) will get me to my lower-end goal of holdings until I am comfortable MNKD is on a solid climb to the numbers we die hard longs have been waiting to see. Then I will make my last purchase. My current guess is that last buy trigger will be a granite floor of $3. Once that happens (if it happens), I’ll double-down on my holdings and that will be the last money I will invest in MNKD.
The other thing I liked about today’s announcement is nobody operating with a shoe-string budget builds manufacturing capacity without a reason.
As for epi versus TreT, my guess is epi is the next Mannkind pipeline target after TreT but that the manufacturing capacity was part of the TreT milestone covenants with UTHR.
I do not assume epinephrine is a UTHR target and doubt epi is the mystery molecule, but I could be completely wrong.
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Post by rockstarrick on Jul 11, 2019 19:43:16 GMT -5
This announcement is promising for the future. It also suggests clearly management is working every day to advance the company, despite the noise from the gallery. A breath of fresh air 💨
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Post by wgreystone on Jul 11, 2019 19:45:00 GMT -5
Maybe I am wrong but wouldn’t patients still need to carry an Epi-pen on them? In the rare case there is an anaphylactic reaction, your airway can close quite quickly (not to mention any associated anxiety). I understand a majority of the cases don’t progress to that level but let’s say for the sake of discuss, if Mannkind does develop and inhalable epi, will people need to still carry a back up pen? Don't expect inhaled version will replace Epi-pen. No one would take the risk for life threatening event. The best hope is MNKD can sell it very cheap so that people can carry it as a supplemental device. When allergy reaction happens, take the inhaled one first. If it doesn't stop the reaction, then use the injection.
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Post by akemp3000 on Jul 11, 2019 19:50:40 GMT -5
Love that Mike stays focused on the master plan and end game while the buzzards hover. Am guessing this scenario was probably covered his first year at Wharton. IMO, it will be fun to watch all the crow being served. His score card may not look good at the moment but it's probably not wise to bet against him.
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Post by rockstarrick on Jul 11, 2019 19:53:00 GMT -5
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? Once bitten, twice shy ! You put the ”Devil” in Devils Advocate 😂😂 I'll just step out on the limb here, and say NO. The TrepT deal didn't fall thru. ✌️😎
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