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Post by neil36 on Sept 28, 2022 14:28:31 GMT -5
A few months ago, MC commented how much he admired the "string of pearls" strategy he watched play out during his time at BMY. He said he watched their leadership focus on lots of smart smaller acquisitions, rather than swinging for the fences with larger, riskier and more complex M&A attempts. Quanta dialysis has less than ten employees and less than a million dollars a year in revenue. I was joking when I speculated MNKD would buy whatever company Galindo moved to. Still an extreme long-shot, but I'm moving my odds up from 1% to 1.5%......lol incfact.com/company/quantadialysistechnologiesi-wilmington-de/#revenue |
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Post by mango on Sept 28, 2022 14:41:54 GMT -5
A few months ago, MC commented how much he admired the "string of pearls" strategy he watched play out during his time at BMY. He said he watched their leadership focus on lots of smart smaller acquisitions, rather than swinging for the fences with larger, riskier and more complex M&A attempts. Quanta dialysis has less than ten employees and less than a million dollars a year in revenue. I was joking when I speculated MNKD would buy whatever company Galindo moved to. Still an extreme long-shot, but I'm moving my odds up from 1% to 1.5%......lol incfact.com/company/quantadialysistechnologiesi-wilmington-de/#revenueAs I suspected, AG left for a small company no one has ever heard of. He obviously is pursuing his ambition of being a CEO and this has nothing to do with anything other than that. Appears AG is more interested in dialysis than diabetes. Better suit for him then and let’s us find a better fit for our Company. |
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Post by mikesmilitaria on Sept 28, 2022 16:10:25 GMT -5
It appears that AG's job was completed at MNKD. He was embedded per mutual agreement so Medtronic could learn first hand all the pros/cons of MNKD's technologies. He was there long enough to see the entire picture which I believe is very positive. There is no way in hell he left Medtronic and then MNKD for this CEO slot of a company with sales of 1 $million (another embedded position, I assume.) Something is about to drop at MNKD with Afrezza = let's hand off the Afrezza football to Medtronic who has the strength to score big time, as they did with Minimed.
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Post by cretin11 on Sept 28, 2022 16:18:32 GMT -5
It appears that AG's job was completed at MNKD. He was embedded per mutual agreement so Medtronic could learn first hand all the pros/cons of MNKD's technologies. He was there long enough to see the entire picture which I believe is very positive. There is no way in hell he left Medtronic and then MNKD for this CEO slot of a company with sales of 1 $million (another embedded position, I assume.) Something is about to drop at MNKD with Afrezza = let's hand off the Afrezza football to Medtronic who has the strength to score big time, as they did with Minimed. Going along with your theory mike, that "something is about to drop at MNKD with Afrezza" and we hand off Afrezza to Medtronic, how soon will it happen? Stated another way, how much time must elapse without it happening for you to believe that it's not going to happen? |
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Post by agedhippie on Sept 28, 2022 18:03:43 GMT -5
It appears that AG's job was completed at MNKD. He was embedded per mutual agreement so Medtronic could learn first hand all the pros/cons of MNKD's technologies. He was there long enough to see the entire picture which I believe is very positive. There is no way in hell he left Medtronic and then MNKD for this CEO slot of a company with sales of 1 $million (another embedded position, I assume.) Something is about to drop at MNKD with Afrezza = let's hand off the Afrezza football to Medtronic who has the strength to score big time, as they did with Minimed. Hard to know if this is trolling or not so I am going to treat it as serious in case anyone thinks it's real. Medtronics is a medical device company building hi-tech electronic devices and data management. There is nothing that Mannkind has Medtronics would want. They are not in the drugs business so that side is of no interest, Bluhale could be reproduced in an afternoon (mean the audible frequency and relay via bluetooth), the Dreamboat fails because it implies manufacturing Technosphere based drugs. AG is simply following the standard game plan for aspiring executives - go for a bigger role in a smaller company until you get to C-level, ideally CEO, and then start trading up company size. Pretty much all the C-level do it. The idea this is all a Medtronics plot is laughable. |
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Post by akemp3000 on Sept 28, 2022 21:11:45 GMT -5
It appears that AG's job was completed at MNKD. He was embedded per mutual agreement so Medtronic could learn first hand all the pros/cons of MNKD's technologies. He was there long enough to see the entire picture which I believe is very positive. There is no way in hell he left Medtronic and then MNKD for this CEO slot of a company with sales of 1 $million (another embedded position, I assume.) Something is about to drop at MNKD with Afrezza = let's hand off the Afrezza football to Medtronic who has the strength to score big time, as they did with Minimed. Hard to know if this is trolling or not so I am going to treat it as serious in case anyone thinks it's real. Medtronics is a medical device company building hi-tech electronic devices and data management. There is nothing that Mannkind has Medtronics would want. They are not in the drugs business so that side is of no interest, Bluhale could be reproduced in an afternoon (mean the audible frequency and relay via bluetooth), the Dreamboat fails because it implies manufacturing Technosphere based drugs. AG is simply following the standard game plan for aspiring executives - go for a bigger role in a smaller company until you get to C-level, ideally CEO, and then start trading up company size. Pretty much all the C-level do it. The idea this is all a Medtronics plot is laughable. mikesmilitaria made some good points. "Bluhale could be reproduced in an afternoon"...wow...and would be quickly extinguished with patent infringement. What's laughable is believing that an executive at his level would go to such a tiny company without a bigger picture in play. As to whether Medtronics might have a play is just interesting speculation IMO. |
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Post by sportsrancho on Sept 28, 2022 21:20:21 GMT -5
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Post by agedhippie on Sept 28, 2022 22:46:27 GMT -5
Hard to know if this is trolling or not so I am going to treat it as serious in case anyone thinks it's real. Medtronics is a medical device company building hi-tech electronic devices and data management. There is nothing that Mannkind has Medtronics would want. They are not in the drugs business so that side is of no interest, Bluhale could be reproduced in an afternoon (mean the audible frequency and relay via bluetooth), the Dreamboat fails because it implies manufacturing Technosphere based drugs. AG is simply following the standard game plan for aspiring executives - go for a bigger role in a smaller company until you get to C-level, ideally CEO, and then start trading up company size. Pretty much all the C-level do it. The idea this is all a Medtronics plot is laughable. mikesmilitaria made some good points. "Bluhale could be reproduced in an afternoon"...wow...and would be quickly extinguished with patent infringement. What's laughable is believing that an executive at his level would go to such a tiny company without a bigger picture in play. As to whether Medtronics might have a play is just interesting speculation IMO. All bluhale does is listen to the tone generated by the inhale. It's a just a microphone and a filter with the result fed to a bluetooth module so yeah, an afternoon is enough  The clever part is the Dreamboat, the bluhale module isn't anything special. Is bluhale patented (serious question) because I don't think finding prior art would be a stretch. Edit: Yes it is patented - 10675421. As for AG, he has gone from BU president at Medtronics to CCO at Mannkind to CEO at Quanta. Each step is a more senior role at a smaller company. In this case the bigger picture is that his boss who left Medtronics back in 2019 and has been the interim CEO of Quanta for the last few months hired him as their full time CEO. |
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Post by akemp3000 on Sept 29, 2022 5:54:32 GMT -5
If this career path logic is to be believed, his next job will be Chairman of the Board at a non-profit  |
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Post by prcgorman2 on Sept 29, 2022 6:49:05 GMT -5
If this career path logic is to be believed, his next job will be Chairman of the Board at a non-profit Technically, he’s been working for a non-profit.  |
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Post by cretin11 on Sept 29, 2022 10:13:04 GMT -5
If this career path logic is to be believed, his next job will be Chairman of the Board at a non-profit Technically, he’s been working for a non-profit. well played pcgrom 👍🏼🤣 |
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Post by Thundersnow on Sept 30, 2022 23:47:21 GMT -5
A few months ago, MC commented how much he admired the "string of pearls" strategy he watched play out during his time at BMY. He said he watched their leadership focus on lots of smart smaller acquisitions, rather than swinging for the fences with larger, riskier and more complex M&A attempts. Quanta dialysis has less than ten employees and less than a million dollars a year in revenue. I was joking when I speculated MNKD would buy whatever company Galindo moved to. Still an extreme long-shot, but I'm moving my odds up from 1% to 1.5%......lol incfact.com/company/quantadialysistechnologiesi-wilmington-de/#revenue |
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Post by Thundersnow on Sept 30, 2022 23:51:06 GMT -5
I think Mike was giving us a signal that Alejandro could be exiting soon when he said he was hoping Afrezza sales were North of 1,000 weekly. Alejandro has done nothing to increase weekly sales. He was ineffective yet he walks away with 600k OPTIONS.
Pathetic.
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Post by peppy on Oct 1, 2022 6:02:16 GMT -5
I think Mike was giving us a signal that Alejandro could be exiting soon when he said he was hoping Afrezza sales were North of 1,000 weekly. Alejandro has done nothing to increase weekly sales. He was ineffective yet he walks away with 600k OPTIONS.
Pathetic. Thundersnow, Consider you are looking at it wrong. Consider walking away with 600k OPTIONS, could be considered effective, for Alejandro. |
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Post by agedhippie on Oct 1, 2022 9:06:42 GMT -5
A few months ago, MC commented how much he admired the "string of pearls" strategy he watched play out during his time at BMY. He said he watched their leadership focus on lots of smart smaller acquisitions, rather than swinging for the fences with larger, riskier and more complex M&A attempts. Quanta dialysis has less than ten employees and less than a million dollars a year in revenue. I was joking when I speculated MNKD would buy whatever company Galindo moved to. Still an extreme long-shot, but I'm moving my odds up from 1% to 1.5%......lol incfact.com/company/quantadialysistechnologiesi-wilmington-de/#revenueYou probably want to take a closer look at Quanta. What you picked up was the newly launched US branch. The company itself is based in the UK and has 270 employees. Last year they raised $250M in a Series D round to expand into the US. In the process they replaced the CEO and CFO, and AG's old boss from Medtronics is acting as the advisor. They are launching a non-inferiority trial in the US ( clinicaltrials.gov/ct2/show/NCT04975880) to complete in 2023 with the aim to be established in the US by 2025. This looks like a better fit for AG than Mannkind given that he is primarily clinical device focused. This actually does look like something Medtronics might buy, and given that the VCs will be looking to exit around 2025 it will be interesting to see (Medtronics was not part of the funding round though). |
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The clever part is the Dreamboat, the bluhale module isn't anything special. Is bluhale patented (serious question) because I don't think finding prior art would be a stretch.
