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Post by cretin11 on Mar 22, 2021 18:36:45 GMT -5
I firmly believe MNKD will sell Afrezza and maintain Technosphere as their core business. All signs pt. to this and it's going to happen next qtr. United is buying into Techosphere as well as purchasing the Danbury mfg. to protect themselves. MNKD is buying TechnoVax (perfect match to Technosphere) where they can concentrate on inhaled vaccines including CV19. The pulmonary RXs between United and Mankind offer a vast pipeline. MNKD will absorb RLS another huge Technosphere potential = $billions. Afrezza will go to the highest bidder = Medtronic is my bet thus the presence on MNKD BOD. With all this stated it makes one ponder where Amgen is? Amgen has been in the woodpile since MC joined MNKD. They are taking a slice of the pie but what flavor and how big is the question. This has been one hell of a long drawn out process but I am fully confident that after nearly 17 yrs. holding the prize is finally at hand...maybe April Fools day which would be appropriate. Outstanding post but just ten days too early! |
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Post by longliner on Mar 22, 2021 18:41:48 GMT -5
Even better, all they need to do is run DEXCOM style Add’s for the insulin ... I absolutely agree! Show the evidence in real time. |
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Post by itellthefuture777 on Mar 22, 2021 19:12:14 GMT -5
I firmly believe MNKD will sell Afrezza and maintain Technosphere as their core business. All signs pt. to this and it's going to happen next qtr. United is buying into Techosphere as well as purchasing the Danbury mfg. to protect themselves. MNKD is buying TechnoVax (perfect match to Technosphere) where they can concentrate on inhaled vaccines including CV19. The pulmonary RXs between United and Mankind offer a vast pipeline. MNKD will absorb RLS another huge Technosphere potential = $billions. Afrezza will go to the highest bidder = Medtronic is my bet thus the presence on MNKD BOD. With all this stated it makes one ponder where Amgen is? Amgen has been in the woodpile since MC joined MNKD. They are taking a slice of the pie but what flavor and how big is the question. This has been one hell of a long drawn out process but I am fully confident that after nearly 17 yrs. holding the prize is finally at hand...maybe April Fools day which would be appropriate. Maybe Google..hmmm www.healthline.com/diabetesmine/sanofi-and-verily-form-onduo |
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Post by myocat on Mar 22, 2021 19:46:27 GMT -5
I don't believe anything until MNKD passes $10.
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Post by morfu on Mar 22, 2021 19:58:44 GMT -5
Don't we still have 3.2 billion in NOL's or something like that (please correct if off). When we become profitable we are tax advantaged. Does this only apply to Afrezza sales? Anyone know the answer? I am really not an expert, but I cannot imagine that the NOL is anything but a number and can be used to offset any income. |
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Post by cedafuntennis on Mar 22, 2021 21:11:41 GMT -5
As I know it, the NOL is company specific, not product specific. If a company had 1,000 products and one of them accumulated losses of $1B while the others had a profit of $500,000, you would have 2 years to distribute the $1B to cover the new gains, even though there are different products at play; same company though.
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Post by radgray68 on Mar 22, 2021 21:26:48 GMT -5
Even better, all they need to do is run DEXCOM style Add’s for the insulin ... I absolutely agree! Show the evidence in real time. I'm picturing the CGM numbers prominently displayed in the lower middle of the screen. A patient whose sugars are high takes Afrezza and we watch as the commentator talks about how high sugars can cause blah blah blah and how Afrezza is the fastest at taking those awful sugars down. Can we start to see the numbers coming down within a 30 second commercial? Maybe time lapse it a little if we have to. Now, I know the FDA has lots to say about what we cant say. But the truth is the truth...right? They won't allow GCM's in our trial so we have to do an end-around. I'm okay with it. |
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Post by itellthefuture777 on Mar 22, 2021 21:34:44 GMT -5
I firmly believe MNKD will sell Afrezza and maintain Technosphere as their core business. All signs pt. to this and it's going to happen next qtr. United is buying into Techosphere as well as purchasing the Danbury mfg. to protect themselves. MNKD is buying TechnoVax (perfect match to Technosphere) where they can concentrate on inhaled vaccines including CV19. The pulmonary RXs between United and Mankind offer a vast pipeline. MNKD will absorb RLS another huge Technosphere potential = $billions. Afrezza will go to the highest bidder = Medtronic is my bet thus the presence on MNKD BOD. With all this stated it makes one ponder where Amgen is? Amgen has been in the woodpile since MC joined MNKD. They are taking a slice of the pie but what flavor and how big is the question. This has been one hell of a long drawn out process but I am fully confident that after nearly 17 yrs. holding the prize is finally at hand...maybe April Fools day which would be appropriate. Trying to download this item..hmm..cell phone limitations..aghh Imagewww.ipoi.gov.ie › journal-23...PDF PATENTS OFFICE JOURNAL - IPOI Nov 27, 2019 — 3117003 BASF Agricultural Solutions Seed US ... 3323740 Harro Höfliger Verpackungsmaschinen ... Technovax, Inc www.google.com/url?sa=t&source=web&rct=j&url=https://www.ipoi.gov.ie/en/ip-search-tools/search-the-journal/download-journals/journal-2399.pdf&ved=2ahUKEwiC3MiRrcXvAhUSP6wKHWJ8DFAQFjAAegQIAxAC&usg=AOvVaw21mugSD_0jQSo7nXxAKd4t |
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Post by Deleted on Mar 22, 2021 22:31:54 GMT -5
I firmly believe MNKD will sell Afrezza and maintain Technosphere as their core business. All signs pt. to this and it's going to happen next qtr. United is buying into Techosphere as well as purchasing the Danbury mfg. to protect themselves. MNKD is buying TechnoVax (perfect match to Technosphere) where they can concentrate on inhaled vaccines including CV19. The pulmonary RXs between United and Mankind offer a vast pipeline. MNKD will absorb RLS another huge Technosphere potential = $billions. Afrezza will go to the highest bidder = Medtronic is my bet thus the presence on MNKD BOD. With all this stated it makes one ponder where Amgen is? Amgen has been in the woodpile since MC joined MNKD. They are taking a slice of the pie but what flavor and how big is the question. This has been one hell of a long drawn out process but I am fully confident that after nearly 17 yrs. holding the prize is finally at hand...maybe April Fools day which would be appropriate. 1. If they sell Afrezza they will get $400M for it and that's being generous which is a long way from the $3 Billion MNKD has put into the drug. There is no way Mike will sell Afrezza. 2. UTHR could be buying the shell (ie the building) which is only 50% of the Danbury location. Buying the shell really doesn't give them much other than a rental stream. 3. MNKD is NOT buying Technovax. Why would they buy a company who can't raise money to fund their R&D of LOW MARGIN Vaccines. Technovax has shown ZERO potential in bringing a drug/vaccine to market. Remember MNKD had a partnership over 10 years ago. 4. I don't think MKND will buy RLS. It's capital intensive and MNKD's plate is already full. They have ALB which is enough of a sacrifice from MNKD. Plus I don't think MNKD wants to be known as a WEED Company. 5. You guys floated the rumor of Amgen. That's a non starter and will be a non starter. 6. You're right maybe you should have saved your post for April 1st. |
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Post by longliner on Mar 22, 2021 23:24:53 GMT -5
I firmly believe MNKD will sell Afrezza and maintain Technosphere as their core business. All signs pt. to this and it's going to happen next qtr. United is buying into Techosphere as well as purchasing the Danbury mfg. to protect themselves. MNKD is buying TechnoVax (perfect match to Technosphere) where they can concentrate on inhaled vaccines including CV19. The pulmonary RXs between United and Mankind offer a vast pipeline. MNKD will absorb RLS another huge Technosphere potential = $billions. Afrezza will go to the highest bidder = Medtronic is my bet thus the presence on MNKD BOD. With all this stated it makes one ponder where Amgen is? Amgen has been in the woodpile since MC joined MNKD. They are taking a slice of the pie but what flavor and how big is the question. This has been one hell of a long drawn out process but I am fully confident that after nearly 17 yrs. holding the prize is finally at hand...maybe April Fools day which would be appropriate. 1. If they sell Afrezza they will get $400M for it and that's being generous which is a long way from the $3 Billion MNKD has put into the drug. There is no way Mike will sell Afrezza. 2. UTHR could be buying the shell (ie the building) which is only 50% of the Danbury location. Buying the shell really doesn't give them much other than a rental stream. 3. MNKD is NOT buying Technovax. Why would they buy a company who can't raise money to fund their R&D of LOW MARGIN Vaccines. Technovax has shown ZERO potential in bringing a drug/vaccine to market. Remember MNKD had a partnership over 10 years ago. 4. I don't think MKND will buy RLS. It's capital intensive and MNKD's plate is already full. They have ALB which is enough of a sacrifice from MNKD. Plus I don't think MNKD wants to be known as a WEED Company. 5. You guys floated the rumor of Amgen. That's a non starter and will be a non starter. 6. You're right maybe you should have saved your post for April 1st.
With the references Mike made about RLS deciding to pursue FDA approved products rather than recreational (at the Oppenheimer conference) and given his comment about GW selling for 6 billion tells me he is very aware of both the market and the intentions of RLS. What that will translate to is anyone's guess.
April 1st would have been a fine day for the imaginary Danbury price of 0 to appear on these pages too.  |
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Post by veritasfiliatemporis on Mar 23, 2021 7:37:38 GMT -5
Afrezza is not their future = Technosphere is. Technosphere offers practically zero overhead, licensing and royalties for a life time, endless pipelines, and they don't even have to mfg. MNKD has shown their hand = they will not mfg. as Danbury is being sold. Would they sell it If they were committed to Afrezza? MNKD has done little to push and pull Afrezza to market...they tried and realized that Insulin is for the big boy cartels and not MNKD; Afrezza is a cash drainer. Someone big will buy Afrezza and they will pay BIG = the question is who? Will it be Amgen or Medtronic or even you know who. Kevinmik has been stating for years to divide MNKD into Afrezza and Technoshere and I've said the same damn thing. Time has arrived to show their cards as there are now too many pieces of there intentions visible to continue in their charade. I agree, I wrote the same idea one year ago, is not Afrezza the golden egg, with all due respect.... |
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Post by parrerob on Mar 23, 2021 8:09:15 GMT -5
Mee too expecting something huge on immediate horizon... But hope no Afrezza selling... Yes it is not the golden egg but selling now means selling the first failure of our pupeline (even if Afrezza is the best diabet treatment in the market is not yet recognized as that)... Prefer to wait one-two year at least, until it should be sustainable (not giving break even to MNKD but just covering its costs).
What I am really expecting is a second consistent partnership... I believe that if a second partneship will be in place with a well known, and already profitable company like UHTR, then the whole pipeline will be magically and quite immediately strongly appreciated by the market and We could easily reach a 4B$ MC (16$ PPS).... The full discovering of the second molecule under UHTR partnershp will not have the same effect... A second different player will automatically evaluate the whole pipeline and future projects...
Once We got, quite for sure, the 100M$ for selling our factory building not clear to me what are the needs of the additional 200+M$ ? The first (100M$) quite sure is for following UHTR requirements and improving production capacity... The second is for what ? MC during recent calls told us something (Debt revision, EU approval, phase 3 Kids trail...) but nothing justifying that amount....
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Post by hellodolly on Mar 23, 2021 10:43:48 GMT -5
Why couldn't MNKD create a co-marketing agreement, just as MNKD did with Vertice, to sell Afrezza? I think that would unlock some accretive potential for MNKD, as well as another partner like UTHR. Certainly a modified version of an agreement to include add-ons, incentives, etc.
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Post by pat on Mar 23, 2021 11:32:48 GMT -5
I PREDICT...
That I will probably wake up around 7am tomorrow morning.
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Post by longliner on Mar 23, 2021 11:36:43 GMT -5
I PREDICT... That I will probably wake up around 7am tomorrow morning. I'm pulling for you.....  |
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