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Post by Clement on Jan 5, 2022 11:42:43 GMT -5
I wonder if MNKD will repeat the playbook for TreT (which is now Tyvaso DPI). That is --- take the new drug through Phase 1 and then find someone who will license it and complete the trials.
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Post by awesomo on Jan 5, 2022 12:11:56 GMT -5
Castagna on another board?  This is a company that lists its address as its law firm office… 3570 Carmel Mountain Rd. Suite 200 Gunderson & Dettmer Offices |
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Post by cretin11 on Jan 5, 2022 12:44:06 GMT -5
Why don’t they state how much was spent on this convertible note and the specifics regarding the conversation? This is a private company so how would we value it except for % ownership of the company. I guess we’ll have to wait until 1Q22 earnings are released. Agree boca, would like to see the amount our company spent and the conversion details. Also, is Mike C actually getting paid to be on that board? I would think those details would all be included in the PR so people wouldn’t be left to speculate. This plus the Wainwright news, not the best look for our leadership today. Meanwhile contrasting fortunes over at LQDA whose new CEO appointment has spurred its continued share price rise. |
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Post by boca1girl on Jan 5, 2022 14:31:38 GMT -5
I don’t have any problem with the Wainright conference but wish it was a bigger player.
MC doesn’t have any responsibility for LQDA or it’s new CEO.
MNKD did everything right for TreT approval, UTHR dropped the ball with the 3rd party test house.
I want more transparency from MNKD. Maybe there is a CDA in place with Thirono that prevents disclosure, but would like to know.
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Post by awesomo on Jan 5, 2022 14:51:00 GMT -5
I don’t have any problem with the Wainright conference but wish it was a bigger player. MC doesn’t have any responsibility for LQDA or it’s new CEO. MNKD did everything right for TreT approval, UTHR dropped the ball with the 3rd party test house. I want more transparency from MNKD. Maybe there is a CDA in place with Thirono that prevents disclosure, but would like to know. He doesn't have responsibility for LQDA, but he does have responsibility for the shareholders. The Wainwright conference is just kicking the tires like usual, and using MannKind funds for a board seat on a nothing pharma company? Not a good look. |
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Post by mymann on Jan 5, 2022 15:18:27 GMT -5
I don’t have any problem with the Wainright conference but wish it was a bigger player. MC doesn’t have any responsibility for LQDA or it’s new CEO. MNKD did everything right for TreT approval, UTHR dropped the ball with the 3rd party test house. I want more transparency from MNKD. Maybe there is a CDA in place with Thirono that prevents disclosure, but would like to know. He doesn't have responsibility for LQDA, but he does have responsibility for the shareholders. The Wainwright conference is just kicking the tires like usual, and using MannKind funds for a board seat on a nothing pharma company? Not a good look. Mike looking for a part time job. Part of his rest and grow strategy. |
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Post by markado on Jan 5, 2022 19:56:13 GMT -5
Awesomo and MyMann, the above attempts to disparage MC or mnkd's developments with Thirona Bio are nothing short of sophomoric - I expect more sophistication from each of you.
While I take exception to some of MC's decisions and actions, we are currently actively pursuing 5+ disease states, or more - 5! 4 of which are partnered efforts, in which the partners will likely bear the greater cost in the mid to long-term, and we the production contacts and royalty benefits.
This is diversification and manufacturing capacity optimization 101.
Though I too am tired of the untimely and disproportionate/irrational beat downs on the SP, and look forward to the day we hit $20+ per share, comfortably, with 5 shots on goal I'm ever more confident that we will win this game, whether we're playing hockey, soccer or water polo.
Imagine if the partnership with Thirona we're to have an impact in QOL or OS in cystic fibrosis patients - what an overdue innovation that would be! If Mike chooses to sit at a table that helps to make that happen, or makes some decisions to help make that happen, then I'd find his intentions and ambitions to be more honorable than questionable.
Everyone's entitled to their own opinions, but I would hope to see more thought in yours, next time.
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Post by awesomo on Jan 5, 2022 20:13:47 GMT -5
Awesomo and MyMann, the above attempts to disparage MC or mnkd's developments with Thirona Bio are nothing short of sophomoric - I expect more sophistication from each of you. While I take exception to some of MC's decisions and actions, we are currently actively pursuing 5+ disease states, or more - 5! 4 of which are partnered efforts, in which the partners will likely bear the greater cost in the mid to long-term, and we the production contacts and royalty benefits. This is diversification and manufacturing capacity optimization 101. Though I too am tired of the untimely and disproportionate/irrational beat downs on the SP, and look forward to the day we hit $20+ per share, comfortably, with 5 shots on goal I'm ever more confident that we will win this game, whether we're playing hockey, soccer or water polo. Imagine if the partnership with Thirona we're to have an impact in QOL or OS in cystic fibrosis patients - what an overdue innovation that would be! If Mike chooses to sit at a table that helps to make that happen, or makes some decisions to help make that happen, then I'd find his intentions and ambitions to be more honorable than questionable. Everyone's entitled to their own opinions, but I would hope to see more thought in yours, next time. Let me reiterate that Thirona uses its law firm as its office address. You're going to argue that they are some reputable pharma company? Find me one article or publication about them. This isn't a shot on goal, it is a blind heave from the other side of the court/field all while benefiting Castagna. |
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Post by mymann on Jan 5, 2022 20:14:12 GMT -5
Awesomo and MyMann, the above attempts to disparage MC or mnkd's developments with Thirona Bio are nothing short of sophomoric - I expect more sophistication from each of you. While I take exception to some of MC's decisions and actions, we are currently actively pursuing 5+ disease states, or more - 5! 4 of which are partnered efforts, in which the partners will likely bear the greater cost in the mid to long-term, and we the production contacts and royalty benefits. This is diversification and manufacturing capacity optimization 101. Though I too am tired of the untimely and disproportionate/irrational beat downs on the SP, and look forward to the day we hit $20+ per share, comfortably, with 5 shots on goal I'm ever more confident that we will win this game, whether we're playing hockey, soccer or water polo. Imagine if the partnership with Thirona we're to have an impact in QOL or OS in cystic fibrosis patients - what an overdue innovation that would be! If Mike chooses to sit at a table that helps to make that happen, or makes some decisions to help make that happen, then I'd find his intentions and ambitions to be more honorable than questionable. Everyone's entitled to their own opinions, but I would hope to see more thought in yours, next time. I do admit I am taking my frustration out on Mike. It just that all this partnerships are not with a large pharmaceutical companies that can give us respect from wall street. |
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Post by markado on Jan 5, 2022 20:19:19 GMT -5
Awesomo and MyMann, the above attempts to disparage MC or mnkd's developments with Thirona Bio are nothing short of sophomoric - I expect more sophistication from each of you. While I take exception to some of MC's decisions and actions, we are currently actively pursuing 5+ disease states, or more - 5! 4 of which are partnered efforts, in which the partners will likely bear the greater cost in the mid to long-term, and we the production contacts and royalty benefits. This is diversification and manufacturing capacity optimization 101. Though I too am tired of the untimely and disproportionate/irrational beat downs on the SP, and look forward to the day we hit $20+ per share, comfortably, with 5 shots on goal I'm ever more confident that we will win this game, whether we're playing hockey, soccer or water polo. Imagine if the partnership with Thirona we're to have an impact in QOL or OS in cystic fibrosis patients - what an overdue innovation that would be! If Mike chooses to sit at a table that helps to make that happen, or makes some decisions to help make that happen, then I'd find his intentions and ambitions to be more honorable than questionable. Everyone's entitled to their own opinions, but I would hope to see more thought in yours, next time. Let me reiterate that Thirona uses its law firm as its office address. You're going to argue that they are some reputable pharma company? Find me one article or publication about them. This isn't a shot on goal, it is a blind heave from the other side of the court/field all while benefiting Castagna. Maybe whether TB appears to be reputable is more a question of one's informed perspective and vision than what one can see via Google? I'm willing to let it play out. |
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Post by prcgorman2 on Jan 6, 2022 8:00:35 GMT -5
Awesomo and MyMann, the above attempts to disparage MC or mnkd's developments with Thirona Bio are nothing short of sophomoric - I expect more sophistication from each of you. While I take exception to some of MC's decisions and actions, we are currently actively pursuing 5+ disease states, or more - 5! 4 of which are partnered efforts, in which the partners will likely bear the greater cost in the mid to long-term, and we the production contacts and royalty benefits. This is diversification and manufacturing capacity optimization 101. Though I too am tired of the untimely and disproportionate/irrational beat downs on the SP, and look forward to the day we hit $20+ per share, comfortably, with 5 shots on goal I'm ever more confident that we will win this game, whether we're playing hockey, soccer or water polo. Imagine if the partnership with Thirona we're to have an impact in QOL or OS in cystic fibrosis patients - what an overdue innovation that would be! If Mike chooses to sit at a table that helps to make that happen, or makes some decisions to help make that happen, then I'd find his intentions and ambitions to be more honorable than questionable. Everyone's entitled to their own opinions, but I would hope to see more thought in yours, next time. Let me reiterate that Thirona uses its law firm as its office address. You're going to argue that they are some reputable pharma company? Find me one article or publication about them. This isn't a shot on goal, it is a blind heave from the other side of the court/field all while benefiting Castagna. What does a law office address have to do with anything of material interest? As I recall, RLS also used to list (and may still) a law office address. And, their first CEO was an attorney. They were funded by the late Paul Allen, co-founder of Microsoft. RLS appears to be progressing usefully towards commercialization of inhalable cannibinoid therapeutics. I don’t imagine using a law office for an address of a start-up is an unusual occurrence. And, an important purpose of having a seat on a board is to be informed of key decision points and be influential regarding those decisions. Advocate investors use this tactic. Markado’s point that there is unlocked value in the potential for therapeutics for Cystic Fibrosis is important. Doctor Castagna has some reason to believe Thirona Bio represents a good opportunity and he would not have acted without the consent of the Mannkind Board of Directors. Honestly, the discussion here sometimes is so short-sighted. |
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Post by hellodolly on Jan 6, 2022 8:21:42 GMT -5
Let me reiterate that Thirona uses its law firm as its office address. You're going to argue that they are some reputable pharma company? Find me one article or publication about them. This isn't a shot on goal, it is a blind heave from the other side of the court/field all while benefiting Castagna. What does a law office address have to do with anything of material interest? As I recall, RLS also used to list (and may still) a law office address. And, their first CEO was an attorney. They were funded by the late Paul Allen, co-founder of Microsoft. RLS appears to be progressing usefully towards commercialization of inhalable cannibinoid therapeutics. I don’t imagine using a law office for an address of a start-up is an unusual occurrence. And, an important purpose of having a seat on a board is to be informed of key decision points and be influential regarding those decisions. Advocate investors use this tactic. Markado’s point that there is unlocked value in the potential for therapeutics for Cystic Fibrosis is important. Doctor Castagna has some reason to believe Thirona Bio represents a good opportunity and he would not have acted without the consent of the Mannkind Board of Directors. Honestly, the discussion here sometimes is so short-sighted. I believe MC is 1. Taking MNKD in the direction he feels can best help patients in years to come, 2. Grow MNKD into a larger industry player by market cap, and 3. Create more exposure for the MNKD brand. I believe if you look at the long term and not the near term, which seems to be MC's approach as the CEO, his vision towards the future is going to always evolve and require taking steps after due consideration. I don't expect anyone here to honestly believe he's going to get offered a seat at AMGN, PFE, JnJ or ABBV? This press release is such a simple announcement yet, it's analyzed like a J Powell Fed speech. Let them earn that organic growth. |
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Post by uvula on Jan 6, 2022 9:49:56 GMT -5
Did someone just use RLS as an example of a successful company?
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Post by awesomo on Jan 6, 2022 11:08:17 GMT -5
Let me reiterate that Thirona uses its law firm as its office address. You're going to argue that they are some reputable pharma company? Find me one article or publication about them. This isn't a shot on goal, it is a blind heave from the other side of the court/field all while benefiting Castagna. What does a law office address have to do with anything of material interest? As I recall, RLS also used to list (and may still) a law office address. And, their first CEO was an attorney. They were funded by the late Paul Allen, co-founder of Microsoft. RLS appears to be progressing usefully towards commercialization of inhalable cannibinoid therapeutics. I don’t imagine using a law office for an address of a start-up is an unusual occurrence. And, an important purpose of having a seat on a board is to be informed of key decision points and be influential regarding those decisions. Advocate investors use this tactic. Markado’s point that there is unlocked value in the potential for therapeutics for Cystic Fibrosis is important. Doctor Castagna has some reason to believe Thirona Bio represents a good opportunity and he would not have acted without the consent of the Mannkind Board of Directors. Honestly, the discussion here sometimes is so short-sighted. And how has that RLS partnership progressed in the last 5 years? Thanks for proving my point when you were trying to refute it. |
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Post by boca1girl on Jan 6, 2022 11:54:56 GMT -5
If I learned nothing else from being a stocker holder of drug and medical device companies, the key take away is that it takes multiple years of research, clinical trials, and regulatory approvals to get a product out the door and gain traction in the marketplace. From product concept to entering Phase I trials (RLS) in 5 years doesn’t seem too unreasonable.
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