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Post by longliner on Feb 25, 2021 16:03:02 GMT -5
This blew away any other MNKD Company communication that has occcured since I began investing in Mannkind! I was surprised to hear of the Fosun partnership (without a PR) as they are approximately 3 times the market cap of UTHR. If indeed a partnership materializes with Roche (a 168 Billion dollar Company) and Fosun with similar terms as UTHR we go from unprofitable to holy s--t we have profit!! I believe that only leaves 7 or 8 other compounds being explored for potential production! Once the market digests this news the upgrades will be interesting. Fosun? The Chinese pharma company. That would be terrible! MNKD stay away from China!!! My past business life was there. There is no future there for us. We've had an insulin partner there for years. Amphastar (AMPH) it's not a Chinese Company but as I understand it they have Mfg. facilities in China. |
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Post by mnkdnewbie on Feb 25, 2021 16:08:44 GMT -5
Yea weve sold bulk insulin to fosun for years.
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Post by longliner on Feb 25, 2021 16:12:25 GMT -5
Yea weve sold bulk insulin to fosun for years. I was not aware of this. |
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Post by parrerob on Feb 25, 2021 16:29:43 GMT -5
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Post by mango on Feb 25, 2021 18:12:16 GMT -5
Absolutely insane setup for this year, folks. ✅ Afrezza Pediatric Phase 3 THIS YEAR ✅ Sumatriptan Phase 1 THIS YEAR ✅ Clofazimine Phase 1 THIS YEAR ✅ Royalties kicking in with Thyquidity co-promote ALREADY STARTED ✅ Tyvaso DPI FDA approval THIS YEAR Guys, it doesn’t get much better than this, but we KNOW it will! Everything’s right, so hold on tight I liked Mike's comments about RLS. We have waited a long time for this and I sure hope they start making a number of near-term announcements as Mike indicated. What was the small molecule enzyme inhibitor Mike mentioned? Only thing I know of like that is the BTK inhibitor we licensed to Tolero. |
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Post by sayhey24 on Feb 25, 2021 19:09:18 GMT -5
I liked Mike's comments about RLS. We have waited a long time for this and I sure hope they start making a number of near-term announcements as Mike indicated. What was the small molecule enzyme inhibitor Mike mentioned? Only thing I know of like that is the BTK inhibitor we licensed to Tolero. I am not sure but when I think small molecule in todays world I think of C19 research. pubs.acs.org/doi/10.1021/acs.oprd.0c00233The elephant in todays room - unless I missed it - was any C19 mention. A little while back Mike said originally MNKD had little interest but were reevaluating. Today I don't remember any mention. My guess and a total guess is Mike is under a nondisclosure. |
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Post by liane on Feb 25, 2021 19:45:22 GMT -5
sayhey24 - MC said that in 2020, MNKD worked on 5 formulations that were never announced, some of which were COVID related. He did not provide any more detail as to what they were or if they are still in the works.
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Post by mango on Feb 25, 2021 19:59:40 GMT -5
What was the small molecule enzyme inhibitor Mike mentioned? Only thing I know of like that is the BTK inhibitor we licensed to Tolero. I am not sure but when I think small molecule in todays world I think of C19 research. pubs.acs.org/doi/10.1021/acs.oprd.0c00233The elephant in todays room - unless I missed it - was any C19 mention. A little while back Mike said originally MNKD had little interest but were reevaluating. Today I don't remember any mention. My guess and a total guess is Mike is under a nondisclosure. Nah, Mike specifically mentioned oncology and small molecule enzyme inhibitor. The only thing that fits that category that I am aware of is the Bruton’s Tyrosine Kinase inhibitor we out licensed to Tolero Pharmaceuticals |
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Post by radgray68 on Feb 25, 2021 20:22:31 GMT -5
He said last year there were 5 drugs they looked into that were not disclosed. This year there are 10 molecules they will be looking at.
I was disappointed in the pediatric trial set up. EFFIN FDA will not consider time in range?!!!!!!!!!!!!! I hope i misheard that.
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Post by mango on Feb 25, 2021 21:30:57 GMT -5
He said last year there were 5 drugs they looked into that were not disclosed. This year there are 10 molecules they will be looking at. I was disappointed in the pediatric trial set up. EFFIN FDA will not consider time in range?!!!!!!!!!!!!! I hope i misheard that. FDA is not correlating TIR to outcomes. That is so *ucking absurd and ignorant. I’ve never witnessed such blatant ignorance and negligence by an agency in my life. We’ve been barking this chit for years here, but glucose homeostasis is assessed by TIR. It is the SINGLE MOST ACCURATE measurement of glucose homeostasis. I am LIVID! |
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Post by brentie on Feb 25, 2021 22:39:11 GMT -5
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Post by bones1026 on Feb 25, 2021 23:36:51 GMT -5
sayhey24 - MC said that in 2020, MNKD worked on 5 formulations that were never announced, some of which were COVID related. He did not provide any more detail as to what they were or if they are still in the works.
I believe Mike said they quickly eliminated 2 of those COVID ones? Good question..but that still leaves a few.. and why were they “never announced”? I swear this stock is literally like one big jigsaw puzzle..what’s next? |
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Post by agedhippie on Feb 25, 2021 23:40:39 GMT -5
FDA is not correlating TIR to outcomes. That is so *ucking absurd and ignorant. I’ve never witnessed such blatant ignorance and negligence by an agency in my life. We’ve been barking this chit for years here, but glucose homeostasis is assessed by TIR. It is the SINGLE MOST ACCURATE measurement of glucose homeostasis. I am LIVID! Tying TIR to outcomes is still a work in progress. Right now the gold standard as far as the medical world is concerned is HbA1c, and until that changes the FDA will continue to use HbA1c. Right now there are no studies for TIR of the scale of UKDPS, DCCT, or any of the other mammoth studies. |
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Post by sellhighdrinklow on Feb 26, 2021 0:01:14 GMT -5
FDA is not correlating TIR to outcomes. That is so *ucking absurd and ignorant. I’ve never witnessed such blatant ignorance and negligence by an agency in my life. We’ve been barking this chit for years here, but glucose homeostasis is assessed by TIR. It is the SINGLE MOST ACCURATE measurement of glucose homeostasis. I am LIVID! Tying TIR to outcomes is still a work in progress. Right now the gold standard as far as the medical world is concerned is HbA1c, and until that changes the FDA will continue to use HbA1c. Right now there are no studies for TIR of the scale of UKDPS, DCCT, or any of the other mammoth studies. Time in range is logically the gold standard in diabetes care. To think otherwise is pure ...ignorance. If anybody would like to debate this, please do so. |
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Post by longliner on Feb 26, 2021 1:37:36 GMT -5
FDA is not correlating TIR to outcomes. That is so *ucking absurd and ignorant. I’ve never witnessed such blatant ignorance and negligence by an agency in my life. We’ve been barking this chit for years here, but glucose homeostasis is assessed by TIR. It is the SINGLE MOST ACCURATE measurement of glucose homeostasis. I am LIVID! Tying TIR to outcomes is still a work in progress. Right now the gold standard as far as the medical world is concerned is HbA1c, and until that changes the FDA will continue to use HbA1c. Right now there are no studies for TIR of the scale of UKDPS, DCCT, or any of the other mammoth studies. Oh boy am I in trouble.  Welcome back you big lug! I made a quick escape to the next page!  |
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Welcome back you big lug! I made a quick escape to the next page! 