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Post by sportsrancho on Oct 1, 2022 22:27:54 GMT -5
So here’s my take: If AG saw real significant succcess coming with Afrezza he wouldn’t take the Quanta job. There’s just way more opportunity in a diabetes medication that becomes successful than with an early stage company in dialysis. So, I’m of opinion that he was frustrated with the roadblocks, the restrictions by the FDA etc…
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Post by akemp3000 on Oct 2, 2022 6:45:18 GMT -5
There's been much speculation regarding the AG departure ranging from him being frustrated to him being the problem. IMO, it's nice to see his departure has had no effect on the pps. Maybe one day we'll learn the truth but my guess is probably not. It brings to mind the departures of Andrea-Leone Bay and David Kendall. There's still only speculation that remains even with them. It may simply be that some execs simply enjoy new opportunities after a current role goes somewhat stale after a couple of years. Some companies even encourage a change in job roles after two years knowing the learning curve and personal energy will begin to flatten. It will be interesting to see who replaces AG.
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Post by prcgorman2 on Oct 2, 2022 9:12:11 GMT -5
There's been much speculation regarding the AG departure ranging from him being frustrated to him being the problem. IMO, it's nice to see his departure has had no effect on the pps. Maybe one day we'll learn the truth but my guess is probably not. It brings to mind the departures of Andrea-Leone Bay and David Kendall. There's still only speculation that remains even with them. It may simply be that some execs simply enjoy new opportunities after a current role goes somewhat stale after a couple of years. Some companies even encourage a change in job roles after two years knowing the learning curve and personal energy will begin to flatten. It will be interesting to see who replaces AG. Good point. Agedhippie made good points too. I’m not one much for speculating about exec job changes. You can’t usually get anything useful from the company, or the exec, so if you don’t have inside information, it’s just a fruitless exercise. |
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Post by cjc04 on Oct 2, 2022 16:40:19 GMT -5
There's been much speculation regarding the AG departure ranging from him being frustrated to him being the problem. IMO, it's nice to see his departure has had no effect on the pps. Maybe one day we'll learn the truth but my guess is probably not. It brings to mind the departures of Andrea-Leone Bay and David Kendall. There's still only speculation that remains even with them. It may simply be that some execs simply enjoy new opportunities after a current role goes somewhat stale after a couple of years. Some companies even encourage a change in job roles after two years knowing the learning curve and personal energy will begin to flatten. It will be interesting to see who replaces AG. I agree with the comparison to Kendall’s mysterious departure, but Andrea is a whole different mystery. She continued working business as usual in the same facility, and only changed name tags. |
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Post by sportsrancho on Oct 2, 2022 16:49:25 GMT -5
Kendall’s departure wasn’t mysterious he felt like he was spinning his wheels, and Andrea got a better offer and Matt Pfeffer said it was a big loss.
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Post by cretin11 on Oct 2, 2022 19:11:49 GMT -5
Kendall’s departure wasn’t mysterious he felt like he was spinning his wheels, and Andrea got a better offer and Matt Pfeffer said it was a big loss. For whatever reasons, we’ve had significant talent drain. Hopefully those players have been or will be adequately replaced, but that probably won’t be clear for a while. |
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Post by cjc04 on Oct 2, 2022 19:44:02 GMT -5
Kendall’s departure wasn’t mysterious he felt like he was spinning his wheels, and Andrea got a better offer and Matt Pfeffer said it was a big loss. For whatever reasons, we’ve had significant talent drain. Hopefully those players have been or will be adequately replaced, but that probably won’t be clear for a while. I guess my point was that I still don’t believe Andreas talent was “drained”. RLS just happen to pop up when MNKD was at their closest to insolvency. RLS conducts their research under MNKD’s roof. It all still seems like a mystery of convenience to me, maybe we’ll get answers to that one at some point. |
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Post by cretin11 on Oct 3, 2022 9:06:34 GMT -5
Yeah, agree, that one is mysterious. Hope we get clarity on it at some point.
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Post by prcgorman2 on Oct 3, 2022 9:14:22 GMT -5
Oh yes, very very mysterious in keeping with October. (Reminds me of a washing machine: the SpinMaster XLBS.)
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Post by caesar on Oct 3, 2022 9:52:25 GMT -5
For whatever reasons, we’ve had significant talent drain. Hopefully those players have been or will be adequately replaced, but that probably won’t be clear for a while. I guess my point was that I still don’t believe Andreas talent was “drained”. RLS just happen to pop up when MNKD was at their closest to insolvency. RLS conducts their research under MNKD’s roof. It all still seems like a mystery of convenience to me, maybe we’ll get answers to that one at some point. Andrea Leone-Bay, PhD the former Head of Pharmaceutical Development for Mannkind Corp. from 2003 to 2015; needed to move to another entity in order to get funding for her research in utilizing Technosphere in the delivery of plant-derived functional ingredients (i.e. Marijuana) - her passion. The plant world has been the most important source of medicinal agents for the treatment of human diseases, and for use in maintaining good health. Modern medicine has been dominated by synthetic chemical agents. It is now being increasingly recognized, and her belief, that many plants and plant extracts are highly effective agents for the prevention and treatment of diseases. A single plant can possess a large number of pharmaceutically active agents, and extracts can exert their activities on a variety of physiologic processes, increasing the range of the desired therapeutic effect. Her being co-located is interesting, but not meaningful to Mannkind or my investment strategy. As CSO of Receptor Life Science she is leading a team (small) in pursuing a collective vision to harness the benefits of plant based medicinal products. As with all things, the process will take years, if not a decade to accomplish this goal. The good news is that they have licensed and base their delivery system on Technosphere. The FDA regulatory process will be a challenge, but from all indications the FDA is receptive to this kind of initiatives and is getting comfortable with Technosphere. Not much, but check out: spokesciences.com/ |
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Post by mango on Oct 3, 2022 12:14:28 GMT -5
I guess my point was that I still don’t believe Andreas talent was “drained”. RLS just happen to pop up when MNKD was at their closest to insolvency. RLS conducts their research under MNKD’s roof. It all still seems like a mystery of convenience to me, maybe we’ll get answers to that one at some point. Andrea Leone-Bay, PhD the former Head of Pharmaceutical Development for Mannkind Corp. from 2003 to 2015; needed to move to another entity in order to get funding for her research in utilizing Technosphere in the delivery of plant-derived functional ingredients (i.e. Marijuana) - her passion. The plant world has been the most important source of medicinal agents for the treatment of human diseases, and for use in maintaining good health. Modern medicine has been dominated by synthetic chemical agents. It is now being increasingly recognized, and her belief, that many plants and plant extracts are highly effective agents for the prevention and treatment of diseases. A single plant can possess a large number of pharmaceutically active agents, and extracts can exert their activities on a variety of physiologic processes, increasing the range of the desired therapeutic effect. Her being co-located is interesting, but not meaningful to Mannkind or my investment strategy. As CSO of Receptor Life Science she is leading a team (small) in pursuing a collective vision to harness the benefits of plant based medicinal products. As with all things, the process will take years, if not a decade to accomplish this goal. The good news is that they have licensed and base their delivery system on Technosphere. The FDA regulatory process will be a challenge, but from all indications the FDA is receptive to this kind of initiatives and is getting comfortable with Technosphere. Not much, but check out: spokesciences.com/There was a trademark for Spoke Sciences a while back by Receptor. I always wondered what it was for, now we know! Lots of familiar names. Arthur Rubinfeld from Starbucks is back as a advisory board member. As well as, surprisingly, Mahmoud ElSohly who is the head of the Cannabis pharma program at the University of Mississippi. He has always been against legalization, but ironically has many patents for cannabinoid based medicines and products. Interesting. Wonder if anything will ever come of Spoke and wonder if they plan to use Technosphere, though based on the patents it appears they are focused on nutraceuticals. Will be interesting to see if they actually utilize Technosphere for any applications. |
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Post by akemp3000 on Oct 3, 2022 13:09:33 GMT -5
Knowing the close relationship Al Mann had with Andrea Leone-Bay, her departure, which never really appeared to be much of a departure, must have occurred with Al's blessing. I always believed it was initially to pursue a cannibinoid based rapid solution for migraines which was a problem for Al's wife. A lot has happened since then including a shift to focus on panic disorders which is a larger market. Now reading that many of the original players are still involved convinces me more than ever that something very significant will eventually surface utilizing Mannkind's delivery system. We at least know the preliminary positive phase 1 results from RLS but IMO, there seems to be more to come. My guess is that a bigger announcement from RLS will involve multiple indications that could possibly open a flood gate for a new category of next generation drugs. Just guessing. We'll see.
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