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Post by brotherm1 on Mar 17, 2020 20:32:06 GMT -5
This article adds more detail than MNKD’s, though it still does not address the utilization of excess manufacturing capacity they mentioned. This article makes it sound like they will be doing prototypes with Immex at Danbury, though will making prototypes require using excess manufacturing capacity? |
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Post by ktim on Mar 17, 2020 21:33:04 GMT -5
Well with the 8000 point drop, I have been staying away, convinced we'd be under a buck for the foreseeable future and concerned over that fun issue. So, pleasantly surprised this afternoon when I finally did take a peek and saw the nice close. I have no idea after reviewing these 4 pages of posts if this news is noteworthy or just a passing fancy, but guess we''lll know soon enough. Tomorrow is another day for Mannkind in Wonderland. Cheers. Certainly not necessarily. I guess some people are hoping for knowing something more soon, but in reality this could be like most deals where they choose not to give any details until it is necessary... i.e. the start of a phase 1 trial. And what's the likelihood that this for some reason is going to be orders of magnitude faster development than prior APIs... there's developing the powder, characterizing it, likely testing on animals, etc. Not only that, it certainly seems that things that reach dead ends are simply never spoken of again. So knowing more... could be soon, could be long, could be never. |
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Post by ktim on Mar 17, 2020 21:58:18 GMT -5
When I went to their website, I saw nano technology. Technosphere does nano. Correct mango? immixbio.comI don't know. They have a lot of nanoparticle references in their patents, but I've never seen that size mentioned specifically. I think nano is considered 1-100 nanometers. Not sure...Maybe someone else knows more. That is definition by one organization of nanotechnology. Though I have seen technosphere described as nanocrystals, at least for Afrezza 90% of particles are in range 0.5 to 5.8 microns which is 500 to 5800 nanometers, so by that definition not nanotechnology. Another definition of nanotechnology is simply that it is small enough where things like quantum mechanical properties must be factored in. However, a lot of companies use it simply as a way of hyping themselves... it's such a loose term almost any company could get away with claiming their product is in some way based on nanotechnolgy as everything has some properties that are influenced by structures at that level. I think the hype has died down some, but if you're investing in a company just because they say nano and you aren't really sure you understand why that is important to their technology and that it is unique, you're basically throwing your money into a street game of dice. Ordinarily I'm skeptical of any company that tries to use the term nano in selling themselves, Immix included. |
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Post by goyocafe on Mar 17, 2020 22:00:52 GMT -5
Well with the 8000 point drop, I have been staying away, convinced we'd be under a buck for the foreseeable future and concerned over that fun issue. So, pleasantly surprised this afternoon when I finally did take a peek and saw the nice close. I have no idea after reviewing these 4 pages of posts if this news is noteworthy or just a passing fancy, but guess we''lll know soon enough. Tomorrow is another day for Mannkind in Wonderland. Cheers. Certainly not necessarily. I guess some people are hoping for knowing something more soon, but in reality this could be like most deals where they choose not to give any details until it is necessary... i.e. the start of a phase 1 trial. And what's the likelihood that this for some reason is going to be orders of magnitude faster development than prior APIs... there's developing the powder, characterizing it, likely testing on animals, etc. Not only that, it certainly seems that things that reach dead ends are simply never spoken of again. So knowing more... could be soon, could be long, could be never. If the mystery molecule with UTHR is any indication of the pace we can expect, don’t hold your breath. |
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Post by mnkdfann on Mar 17, 2020 22:01:48 GMT -5
1% of 100 million cases of Covid-19 in the US is 1 million patients with ARDS. Not insignificant. Three hours later, and it is up to 6,499. Two weeks ago, the number was 108. That doesn't mean I think this Mannkind refocusing effort is worthwhile, or going to amount to anything. I have huge doubts. |
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Post by brotherm1 on Mar 18, 2020 5:10:37 GMT -5
Just thinking, even though I’ve been told for me can be dangerous: Could Immex have a formula or powder to treat the sepsis caused by a virus? If we’re talking an inhalable powder opposed to intubation and hospital ventilation to treat ARDS: perhaps an inhalable powder to fight the causes of sepsis from the virus is what is being examined in order to keep hospitals from being overburdened. An inhalable instead of intravenous.
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Post by sportsrancho on Mar 18, 2020 5:53:07 GMT -5
This is what troubles me...I’m not familiar with one of these stocks but three of them are cult stocks and have been living off their shareholders for years. Let’s hope Mannkind breaks the mold.
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Post by mango on Mar 18, 2020 7:28:07 GMT -5
There is currently only 4,226 confirmed cases in the US. Three hours later, and it is up to 6,499. Two weeks ago, the number was 108. That doesn't mean I think this Mannkind refocusing effort is worthwhile, or going to amount to anything. I have huge doubts. They are targeting ARDS. Why does it matter what happens with COVID-19? ARDS is just a rare complication, but there will still be plenty of people world-wide who develop ARDS each year. COVID-19 is kind of irrelevant long term, IMO. COVID-19 will eventually fade, but ARDS will still be around each year. |
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Post by parrerob on Mar 18, 2020 8:08:56 GMT -5
Dont think so. These kind of virus are impacting always more year after year... sure there will be a lot of focus on them. Call them ebola, Sars, Covid19.... Covid 21?
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Post by mango on Mar 18, 2020 8:45:24 GMT -5
There isn't any good global incidence rates of ARDS but from MedScape we have:
The first study to use the 1994 AECC definitions was performed in Scandinavia, which reported annual rates of 17.9 cases per 100,000 population for ALI and 13.5 cases per 100,000 population for ARDS.
ARDS will still be around even if COVID-19 disappears, was my point. There will still be a lot of people that will need a treatment, of which none currently exists that is FDA approved specifically for ARDS. With COVID-19, right now we have a rough ARDS incidence rating of ~1% -3%.
Basing the success of MannKind's ARDS treatment off of the prevalence of COVID-19 is ridiculous. ARDS is here to stay for a long time, with or without COVID-19.
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Post by cjm18 on Mar 18, 2020 8:56:28 GMT -5
Someone tell mike c not to release the next press release until the stock has been under a buck for 3+ weeks.
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Post by harryx1 on Mar 18, 2020 9:39:27 GMT -5
I think the Immix partnership can only help not hurt us...  |
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Post by goyocafe on Mar 18, 2020 9:51:05 GMT -5
From StockTwits
Tolero
Mintaka
UAE
RLS
Tanner
Cipla
Biomm
UTHR 2nd Molecule
Danbury line expansion
Cartoon characters
MLB sponsorships
NHL sponsorships
Rappers
Dame Dash
Reality shows
Race cars
Pablo Ads
Social media test campaign
Technovax
Desisto
Torrey Pines
We can all hope to be pleasantly surprised if IMMIX turns out any differently.
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Post by compound26 on Mar 18, 2020 9:55:21 GMT -5
To me, this is a very wise decision. At this difficult time, this will help immensely to keep Mannkind's shares from being crushed by the market day to day.
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Post by ktim on Mar 18, 2020 10:35:48 GMT -5
To me, this is a very wise decision. At this difficult time, this will help immensely to keep Mannkind's shares from being crushed by the market day to day. Hate to see what a crush would look like if 9.5% drop doesn't qualify. |
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