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Post by casualinvestor on Sept 10, 2019 13:26:41 GMT -5
I think we're really chasing our tails in the weeds with shipping here. While some shipments may go awry, a "small" shipment of Afrezza is neither going to break or make this company. Whether it disappears into the Bermuda triangle, or sells for full US market value (both are equally likely, I ran the numbers through the improbability drive). It's probably some samples and boxes.
It'll get there eventually. Yay.
I wish we had gotten more information about technosphere sumatriptan. Does anyone know how long a toxicity study takes, and what else is necessary before Phase 1? Odds that they would move on to a tox study without having someone waiting to take it at some point?
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Post by mytakeonit on Sept 10, 2019 13:36:11 GMT -5
As I said before, the first shipment will be a test shipment for the buyers. When they are "hooked" on how great Afrezza is, then we can reel them in. Studies may take time, consumers are the ones that will start the ball rolling. Demand goes up ... supply of refrigerated containers goes down.
But, that's mytakeonit
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Post by radgray68 on Sept 10, 2019 15:29:39 GMT -5
I heard we are advancing drugs for big $$$ markets. I heard Pain Management, specifically acute pain. I heard Cancer, develop it then sell it to a big cancer company are my thoughts. I heard Cystic Fibrosis, anybody who knows a family impacted by this God bless them. Then, I heard the excitement about Epi. All in all, not a bad line up. Huge $$$ involved in those areas. Glad I bought shares this time instead of options, though. IMO, we have 6 - 18 months to madly accumulate this forgotten stock.
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Post by sportsrancho on Sept 10, 2019 15:37:12 GMT -5
I heard we are advancing drugs for big $$$ markets. I heard Pain Management, specifically acute pain. I heard Cancer, develop it then sell it to a big cancer company are my thoughts. I heard Cystic Fibrosis, anybody who knows a family impacted by this God bless them. Then, I heard the excitement about Epi. All in all, not a bad line up. Huge $$$ involved in those areas. Glad I bought shares this time instead of options, though. IMO, we have 6 - 18 months to madly accumulate this forgotten stock. Agree😎
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Post by mytakeonit on Sept 10, 2019 16:09:11 GMT -5
I suggest you buy all the shares you can before the end of the year. I have it from a reliable source that sports is working as hard as she can to buy up all the loose shares. Maybe easier to borrow $$$ from millionaire friends. ($1.28/$1.05 = 1.219) So up 21.9% in less than 2 1/2 weeks !!! The interest rate from friends can't be that high! (The $1.05 is what my niece and friend bought at - the last week of August) But, that's mytakeonit
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Post by kc on Sept 10, 2019 20:41:59 GMT -5
I think we're really chasing our tails in the weeds with shipping here. While some shipments may go awry, a "small" shipment of Afrezza is neither going to break or make this company. Whether it disappears into the Bermuda triangle, or sells for full US market value (both are equally likely, I ran the numbers through the improbability drive). It's probably some samples and boxes. It'll get there eventually. Yay. I wish we had gotten more information about technosphere sumatriptan. Does anyone know how long a toxicity study takes, and what else is necessary before Phase 1? Odds that they would move on to a tox study without having someone waiting to take it at some point? Federal Express or UPS handles these type of shipments seven days a week, 24-7. You can ship a lot of Afrezza in a well packaged cargo container by air. Enough said.
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Post by avi8torslc on Sept 10, 2019 21:45:26 GMT -5
Afrezza packaging is pretty bulky. It's reasonable to assume shipment to Brazil was sufficient for some amount of stocking and samples, and was refrigerated. Biomm will be at least marketing Afrezza as cash-and-carry, and for the affluent Brazilians who want and can afford Afrezza, they're not going to want interruptions in supply. I'm guessing somewhere between $500K and $2M worth (U.S. retail value). Glad to read about focus on migraine medication. I think fast relief from migraine headaches is going to be valuable. In fact, it kind of makes me wonder about inhalable aspirin, ibuprofen, and acetaminophen. Airlines move more Rx products then you think. Doesn’t need to be FEDex or UPS. Temperature isn’t an issue during the movement phase. Prior and after the flight. This is a non-issue
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Post by mounts on Sept 11, 2019 12:03:40 GMT -5
Michael Kovacocy's summary of Michael Castagna's presentation at the H.C. Wainwright 21st Annual Global Investment Conference and a parody response to Michael Kovacocy's summary Michael Kovacocy MNKD ($1.20, -2.4%) - Another day, another set of promises...Management talking and regurgitating the same general formula once again to the investor audience. But the formula doesn’t work. Of note is a likely backtracking over the next several months on baseline customer numbers for Afrezza. The market should wise up to the likelihood that management has squeezed as much juice from the current customer base as possible. Time for a partner with true scale in the US, time for embracing the Vdex channel option, and time to put the brakes on a failed go it alone Afrezza strategy. It’s time for a change...On that note, HfM continues to see developments behind the scenes...For all of you MannKind employees who are not supposed to be on social media, but are, nevertheless, futility pumping a failed strategy and management structure, the change agenda comes nearer. There is always another way - management can make amends and re-jig strategy and remuneration, but that isn’t likely to happen with so many feeding at the trough. Expect change to be forced upon you. This isn’t Mike’s company. It doesn’t belong to overcompensated and unaligned managers either. It belongs to the shareholders. #MNKD #HfM AS Another day, another MK MNKD post, another set of MK directives... MK talking and regurgitating the same general formula once again to LinkedIn audience. But the formula doesn't work. Of note is the likely backtracking over the next several months on baseline number of supporters and waning enthusiasm for HfM. The market should wise up that MK has squeezed as much juice as from the Vdex offer as possible. Time for a shareholder activist with altruistic motives free of personal animosity, time for acknowledging a MNKD/VDEX association would be toxic according to FDA standards and time to put the brakes on a failed MK attempt to make remuneration and compensation the prism how MNKD executives are evaluated. It's time for a change... On that note, MK has taken a forward role at HfM where development continues to be seen only behind the scenes to those oblivious to MNKD's achievements in plain sight. 1/2 ... For all of you Mannkind shareholders posting in favor of MNKD's management structure or strategy, don't mind the futile pumping that you don't exist and that you're really undercover Mannkind employees. The change agenda becomes clearer when your sane voices are dismissed as being of Mannkind employees. There is always another way - MK can make amends and re-jig strategy to stop worshipping the remuneration issue he manufactured out of desperation, but that isn't likely to happen as long as a case can be made by repeatedly amplifying cliches that relegate management to animals that regurgitate and feed at the trough. Expect changes to be forced upon shareholders by MK. This isn't Mike's company. It's Michael Kovacocy's company. It doesn't belong to shareholders who tune out of MK's directives or Mannkind executives who dare not to align themselves with MK's whims. 2/2
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Post by peppy on Sept 11, 2019 12:08:16 GMT -5
Michael Kovacocy's summary of Michael Castagna's presentation at the H.C. Wainwright 21st Annual Global Investment Conference and a parody response to Michael Kovacocy's summary Michael Kovacocy MNKD ($1.20, -2.4%) - Another day, another set of promises...Management talking and regurgitating the same general formula once again to the investor audience. But the formula doesn’t work. Of note is a likely backtracking over the next several months on baseline customer numbers for Afrezza. The market should wise up to the likelihood that management has squeezed as much juice from the current customer base as possible. Time for a partner with true scale in the US, time for embracing the Vdex channel option, and time to put the brakes on a failed go it alone Afrezza strategy. It’s time for a change...On that note, HfM continues to see developments behind the scenes...For all of you MannKind employees who are not supposed to be on social media, but are, nevertheless, futility pumping a failed strategy and management structure, the change agenda comes nearer. There is always another way - management can make amends and re-jig strategy and remuneration, but that isn’t likely to happen with so many feeding at the trough. Expect change to be forced upon you. This isn’t Mike’s company. It doesn’t belong to overcompensated and unaligned managers either. It belongs to the shareholders. #MNKD #HfM AS Another day, another MK MNKD post, another set of MK directives... MK talking and regurgitating the same general formula once again to LinkedIn audience. But the formula doesn't work. Of note is the likely backtracking over the next several months on baseline number of supporters and waning enthusiasm for HfM. The market should wise up that MK has squeezed as much juice as from the Vdex offer as possible. Time for a shareholder activist with altruistic motives free of personal animosity, time for acknowledging a MNKD/VDEX association would be toxic according to FDA standards and time to put the brakes on a failed MK attempt to make remuneration and compensation the prism how MNKD executives are evaluated. It's time for a change... On that note, MK has taken a forward role at HfM where development continues to be seen only behind the scenes to those oblivious to MNKD's achievements in plain sight. 1/2 ... For all of you Mannkind shareholders posting in favor of MNKD's management structure or strategy, don't mind the futile pumping that you don't exist and that you're really undercover Mannkind employees. The change agenda becomes clearer when your sane voices are dismissed as being of Mannkind employees. There is always another way - MK can make amends and re-jig strategy to stop worshipping the remuneration issue he manufactured out of desperation, but that isn't likely to happen as long as a case can be made by repeatedly amplifying cliches that relegate management to animals that regurgitate and feed at the trough. Expect changes to be forced upon shareholders by MK. This isn't Mike's company. It's Michael Kovacocy's company. It doesn't belong to shareholders who tune out of MK's directives or Mannkind executives who dare not to align themselves with MK's whims. 2/2 I heard Michael Kovacocy speak on a conference call. I didn't like it. Enough said. (Go Away)
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Post by sportsrancho on Sept 11, 2019 12:11:32 GMT -5
Very confusing post...where are you seeing this? link?
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Post by sportsrancho on Sept 11, 2019 12:12:43 GMT -5
Sorry got it,
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Post by brotherm1 on Sept 11, 2019 20:19:10 GMT -5
I heard we are advancing drugs for big $$$ markets. I heard Pain Management, specifically acute pain. I heard Cancer, develop it then sell it to a big cancer company are my thoughts. I heard Cystic Fibrosis, anybody who knows a family impacted by this God bless them. Then, I heard the excitement about Epi. All in all, not a bad line up. Huge $$$ involved in those areas. Glad I bought shares this time instead of options, though. IMO, we have 6 - 18 months to madly accumulate this forgotten stock. (edit, I erroneously left out the preface): Appears we need a whole lot more money to develop the pipeline: “Your other point, that the company needs $300 million or so to develop the pipeline, is spot on. R&D isn't cheap and developing new delivery forms for already generic drugs is not going to get the job done. It is time to get serious about the pipeline, and that funding should probably come from equity and not the debt market. The company is way overleveraged relative to the debt they can service from their operations." Read more: mnkd.proboards.com/thread/11414/rate-on-new-mnkd-loan?page=3#ixzz5zGxIQoVl
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Post by prcgorman2 on Sept 11, 2019 21:50:55 GMT -5
Brotherm1 - I think you are trying to make a point, but I've missed it.
Why are you referring back to a post by Matt from 30 days ago? How is a post on pros/cons of debt restructure relevant to the Wainwright conference?
I don't disagree with mnholdem's observations (to which Matt was responding), but I'm unconcerned about Matt's opinions on equity financing to raise $300M for pipeline development. The TreT development and UTHR deal are a clear and convincing argument to the contrary.
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Post by boca1girl on Sept 12, 2019 6:35:20 GMT -5
I believe MC said on Monday that advancing the pipeline molecules through Phase I is not too expensive and they have the money to do so.
I don’t remember him saying how many molecules they could fund currently.
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Post by golfeveryday on Sept 12, 2019 7:16:22 GMT -5
I believe MC said on Monday that advancing the pipeline molecules through Phase I is not too expensive and they have the money to do so. I don’t remember him saying how many molecules they could fund currently. he’s been saying that ever since TrepT started. It’s very true. The cost for P1 depending on the drug is relatively inexpensive and success in P1 makes it much easier to find partners. He needs to show some results from those comments before I believe he is actually doing it.
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