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Post by prcgorman2 on Jan 8, 2024 17:30:49 GMT -5
Gene editing and pancreas replacement using organs grown using stem cells on "scaffolding" aren't going to happen soon. I may someday need Afrezza. I'd prefer it remain in the portfolio. The PK/PD profile is unmatched and that has value. We agree on this, my hope is that Afrezza stays available to PWDs regardless of who "owns" it. I don't think anyone would pay half a billion for it now, hence my question. But i sure don't like the idea of us selling it now anyway while our sales efforts can't justify a robust price. We have results on the way, slower than hoped but might as well play those out. Then my preference would be to partner with a company capable of proper commercialization. Probably hopium but I'll partake in it. That's reasonable. |
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Post by cretin11 on Jan 8, 2024 17:39:03 GMT -5
Would anyone pay $500 million for Afrezza? Is that what hairplug is jockeying to get it for?  Looks like somebody got under your skin, the name calling is a tell  |
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Post by longliner on Jan 8, 2024 17:47:36 GMT -5
Is that what hairplug is jockeying to get it for? Looks like somebody got under your skin, the name calling is a tell Fool me once shame on you....This wouldn't be the first organized attempt to fleece shareholders. Let him know this large shareholder wants 2 billion, I'm told he can't see social media........Have you a horse and buggy you could get it to him with?  |
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Post by sayhey24 on Jan 8, 2024 17:55:30 GMT -5
Nuclear - Hope not. Mike/Mannkind should sell the Insulin portion of the business, including Afrezza ASAP. Great product that cannot get traction - as simple as that. At some point it's going to become irrelevant, timing is everything, and Afrezza is going to become "old" technology with gene editing based applications replacing pills/needles & inhalers. Sell it for $500 million, pay off all of the debt. No debt, $400 million cash, reduced headcount and a very promising pipeline that will generate way more revenue with the headwinds that Afrezza is still facing. If they announced that on Wednesday, the PPS would fly way past $10/share. In addition, the shorts would scramble to cover a good portion of their position adding fuel the buying activity. Afrezza is the "Ball & Chain" around Mannkind's growth potential. Why would anyone pay $500M for afrezza while BP has their boot on the neck of MNKD? BP has afrezza right where they want it. Its not going anywhere and no one is buying it. Its not that it can't get traction. Its that BP will not allow it to get traction. BP is pulling the strings and afrezza will never get proper insurance coverage, nor SoC coverage. No hedge fund or BP would pay $500M and then fund a 3 year program to sell afrezza at the proper price to disrupt the industry. However, afrezza is really that good. It really is a nuclear bomb. It really could totally disrupt this $100M industry. You call afrezza the "Ball & Chain" around Mannkind's growth potential and I 100% agree with you. If we keep doing the same thing over and over, its a freaking disaster. At the same time Mike does understand the power of afrezza and uses it himself. He also knows up until now BP had him right were they wanted and he was fighting for scraps and hoping to stay alive. Guess what, now MNKD is not only alive its flush with cash. At this point, MNKD will survive without afrezza. Maybe in three years MNKD 101 may make some money while Tyvaso DPI continues to pay the bills. However, if you want to see the $100 stock and not the $10 stock, roll the dice and go nuclear. At the same time poke BP in the other eye and announce Saxenda DPI. If both work I would say $100 pps is in the rear view mirror. If they don't then we are out $100M of the $150M we just put in the bank but Tyvaso DPI is still paying the bills and we can finally know the answer on the old "Ball and Chain". BTW - gene editing for diabetes is not coming anytime soon. Do you really think BP is going to solve the problem and allow the $100B market to go poof! Thats as crazy as them taking their boot off MNKD's neck. |
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Post by agedhippie on Jan 8, 2024 18:11:26 GMT -5
...At the same time poke BP in the other eye and announce Saxenda DPI. ... You realize that Novo Nordisk has Saxenda under patent? Are you suggesting MNKD should try and break the patent? |
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Post by sayhey24 on Jan 8, 2024 18:39:36 GMT -5
...At the same time poke BP in the other eye and announce Saxenda DPI. ... You realize that Novo Nordisk has Saxenda under patent? Are you suggesting MNKD should try and break the patent? Are you saying Saxenda DPI is a good idea? Is there really much difference between Victoza and Saxenda? Liraglutide is Liraglutide. I keep seeing different expiration dates but I am fine with 2026. Nothing stops starting the trials on Victoza, aka liraglutide, aka Saxenda. I have seen July 2024. This article says 2024. www.biospace.com/article/9-drugs-losing-patents-or-exclusivity-clauses-by-the-end-of-2023/. Whats PTO saying? |
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Optimism
Jan 8, 2024 21:07:05 GMT -5
via mobile
Post by sportsrancho on Jan 8, 2024 21:07:05 GMT -5
Looks like somebody got under your skin, the name calling is a tell Fool me once shame on you....This wouldn't be the first organized attempt to fleece shareholders. Let him know this large shareholder wants 2 billion, I'm told he can't see social media........Have you a horse and buggy you could get it to him with? What in the world is this about? first, there’s a post saying that Vdex outsells the sales team, which is totally ludicrous. You got a link for that? Now this? What is your problem? Have I ever badgered you? |
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Post by sportsrancho on Jan 8, 2024 21:22:31 GMT -5
Mike is not selling Afrezza.
You can get on here and pump yourself up and make up a bunch of BS for your friends on StockTwits.
Does that make you feel like a big guy? What is your agenda? Sounds like you’re the one with the horse and buggy problem living in the past.
The future may just be brighter than you think. This is supposed to be the optimistic thread remember🤣
Update, your alter ego just posted a long post on StockTwits with not one ounce of truth in it.
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Post by longliner on Jan 9, 2024 0:35:59 GMT -5
Mike is not selling Afrezza. You can get on here and pump yourself up and make up a bunch of BS for your friends on StockTwits. Does that make you feel like a big guy? What is your agenda? Sounds like you’re the one with the horse and buggy problem living in the past. The future may just be brighter than you think. This is supposed to be the optimistic thread remember🤣 Update, your alter ego just posted a long post on StockTwits with not one ounce of truth in it. I don't have "friends" on Stocktwits, and I don't have "friends" here. What I have is a very large investment in MNKD. One group has attempted to undermine my investment. (HFM) Both you and your friend cretin were part of that, remember? That action cost MNKD time and money they could ill afford to spend. When a member of that group asks if an absurdly low price is appropriate for Afrezza, I have opinions. When M&A may be in play, it's been my experience that folks throwing out lowball numbers typically have ulterior motives. That motive tends to be to get shareholders comfortable with giving away an asset at a discount. You seem to speak for quite a few people, time will tell about your one ounce of truth. Is Bill interested in buying the asset Afrezza from Mannkind? My optimistic opinion is that biotech in general is heating up. Mannkind is in a very strong position given recent developments in both it's earnings and as an acquisition target. |
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Post by sportsrancho on Jan 9, 2024 8:19:27 GMT -5
Mike is not selling Afrezza. You can get on here and pump yourself up and make up a bunch of BS for your friends on StockTwits. Does that make you feel like a big guy? What is your agenda? Sounds like you’re the one with the horse and buggy problem living in the past. The future may just be brighter than you think. This is supposed to be the optimistic thread remember🤣 Update, your alter ego just posted a long post on StockTwits with not one ounce of truth in it. I don't have "friends" on Stocktwits, and I don't have "friends" here. What I have is a very large investment in MNKD. One group has attempted to undermine my investment. (HFM) Both you and your friend cretin were part of that, remember? That action cost MNKD time and money they could ill afford to spend. When a member of that group asks if an absurdly low price is appropriate for Afrezza, I have opinions. When M&A may be in play, it's been my experience that folks throwing out lowball numbers typically have ulterior motives. That motive tends to be to get shareholders comfortable with giving away an asset at a discount. You seem to speak for quite a few people, time will tell about your one ounce of truth. Is Bill interested in buying the asset Afrezza from Mannkind? My optimistic opinion is that biotech in general is heating up. Mannkind is in a very strong position given recent developments in both it's earnings and as an acquisition target. Bill is not at all interested in buying Afrezza. As far as I know, Mike has no intention of selling Afrezza. If he does, I guess we’ll be prescribing insulin from someone else. We don’t need Afrezza to be successful. It’s unbelievably expensive and we spend time and money trying to get these patients on the best insulin many times to no avail. We have more people off it than on it, it’s the time and the care we give patients that is propelling our success. Cretin isn’t part of anything, there is no group. HfM was for the shareholders… to get new people on the board, to get new marketing strategic ideas. There was no money spent on either side, there were never any proxy’s sent out to vote on. It did open up communications with Mannkind. And those communications are ongoing, so you saying that someone was trying to undermine your investment is like some kind of a smear campaign because you keep repeating this behavior .( You did make it personal and mock Bill.) The more clinics we open the more we prescribe the better for Mannkind's bottom line. Bill is a big asset for Mike because he’s out there promoting Afrezza. He’s speaking on it, like the doctor in Texas, like Ginger. |
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Post by prcgorman2 on Jan 9, 2024 8:35:08 GMT -5
I have in the past shared longliner’s sentiments. That said, I’ve always assumed sportsrancho has always spoken from the heart and about truth the best she knew how. I think what changed my mind and helped me to move past the discord around the effort to shake up MannKind board and management was a post from Bill McCullough the VDEX CEO a couple of years later. Bill described, in detail, his motivations for starting VDEX and the simplest way I can put it is Bill convinced people he cared about to invest in MNKD, and they all shared in the Sanofi disaster, and Bill put HIS money where his mouth was and started VDEX to help persons with diabetes as best as they could and that included and featured Afrezza. I may not have the sequence exactly right, but Bill cares and his efforts show it, and I think the same of sportsrancho. And as sportsrancho points out, VDEX’s success contributes to MNKDs success, so I’m supportive.
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Post by sportsrancho on Jan 9, 2024 8:45:31 GMT -5
One more piece of truth… Bill is very optimistic about the future and about the stock price. He’s got a heck of a lot of shares.
I am not, I think this is a zombie stock, and I don’t see that Mannkind is in that great of a position right now until they start making a profit quarter over quarter and the stock gets over $5 and stays there. So that then Mike can finally make the rounds on CNBC and we can get some upgrades from the analysts that people pay attention to.
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Post by akemp3000 on Jan 9, 2024 10:06:13 GMT -5
It's quite possible Mike knows that now is not yet the time to roll the dice, go nuclear or whatever you want to call it. He could be biding time waiting on the head-to-head trial results and pediatric approval knowing that will be the time to go all in, either alone or with a partner. Thankfully, he doesn't follow advice from Monday morning quarterbacks on social media BTW, the last comment is not directed at anyone in particular. Just a random thought. |
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Post by sportsrancho on Jan 9, 2024 11:36:14 GMT -5
It's quite possible Mike knows that now is not yet the time to roll the dice, go nuclear or whatever you want to call it. He could be biding time waiting on the head-to-head trial results and pediatric approval knowing that will be the time to go all in, either alone or with a partner. Thankfully, he doesn't follow advice from Monday morning quarterbacks on social media BTW, the last comment is not directed at anyone in particular. Just a random thought. Yes thank God for that, with all the back-and-forth ..not on this thread, going on about what he should do, it would be nuts, and he does read this board every few months. I’m going with now is not the time to roll the dice:-) |
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Post by cretin11 on Jan 9, 2024 13:09:31 GMT -5
Thank you sports for trying to correct all of longliners misstatements, that is heavy lifting and I wasn’t going to attempt it. At least prcgorman, as he himself says, has changed his opinion about Bill and VDEX. Many others have come to realize the smear tactics were bogus.
Bill’s motives from day one were admirable and pro-MNKD (and pro-MNKD shareholders). That hasn’t changed. My hope for MNKD is that Mike’s understanding has changed and for the better. Collaboration should be embraced not feared.
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