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Post by EveningOfTheDay on Oct 16, 2014 14:47:50 GMT -5
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Post by bradleysbest on Oct 16, 2014 15:32:55 GMT -5
Good news for us MNKD longs......
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Post by jpg on Oct 16, 2014 15:46:26 GMT -5
The Street.com biotech puppet said Dance was a better idea then Mannkind not so long ago. Hmmmm |
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Post by EveningOfTheDay on Oct 16, 2014 16:51:58 GMT -5
The Street.com biotech puppet said Dance was a better idea then Mannkind not so long ago. Hmmmm Of course they did, but if they actually would have read through their web site, soon would have realized the idea was sketchy at best. It was clear to me that what they proposed would present serious problems when it came to dosification, and therefore it was unlikely to go anywhere. In my opinion, between the technical problems and Mankind's announcement of partnership with Sanofi, Dance was DOA. Not too surprised they have decided to pull the plug. Actually, I even had my doubts on whether they were actually for real. The image of their diffuser/inhaler device looked like had been put together by a 16 year old using Photoshop and its only aim what to impress those that do DD by looking at pictures and reading headlines. It all smelled a bit too much like the "Mannkind will never make it" bs we have been force-feed for months and months. In any case good riddance. |
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Post by jpg on Oct 16, 2014 17:14:38 GMT -5
The Street.com biotech puppet said Dance was a better idea then Mannkind not so long ago. Hmmmm Of course they did, but if they actually would have read through their web site, soon would have realized the idea was sketchy at best. It was clear to me that what they proposed would present serious problems when it came to dosification, and therefore it was unlikely to go anywhere. In my opinion, between the technical problems and Mankind's announcement of partnership with Sanofi, Dance was DOA. Not too surprised they have decided to pull the plug. Actually, I even had my doubts on whether they were actually for real. The image of their diffuser/inhaler device looked like had been put together by a 16 year old using Photoshop and its only aim what to impress those that do DD by looking at pictures and reading headlines. It all smelled a bit too much like the "Mannkind will never make it" bs we have been force-feed for months and months. In any case good riddance. If I recall correctly Dance was made up by the group that came up with the Pfizer inhaled insulin. Since it was (and still is approved by the FDA the logic was to just change the delivery device and hope this would sail through the FDA process on the back of Exubera approval. A simple questions made it obvious that this would not sail through the FDA as planned though. What happens if your device fails? Or even more simple: if you run out of batteries and forgot to bring some along how do you take your insulin? On top of that the insulin is not monomeric and would have the same kinetics as Exubera. Being up against Sanofi selling Afrezza would be a strong deterrent to any wise investors thinking this drug device had a future. JPG |
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Post by kc on Oct 16, 2014 17:30:59 GMT -5
Was that the same Renaissance Capital where FDA head Margret Hamberger husband works? Nope I'm wrong he is at Renaissance Technoligies
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Post by rockyp on Oct 16, 2014 21:27:22 GMT -5
You guys are missing the point. As Adam Finklestein and friends pointed out, the advent of Dance on the scene was the death knell of Afrezza because there was going to be competition in the inhalable insulin space, againt which Afrezza could not compete. It turns out they were only half right. The fact that Dance is packing up their tent now is clearly proof positive that inhalable insulin is a failed concept. We were doomed to failure when Dance started and we are doomed to failure now that they have left the building.
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Post by babaoriley on Oct 16, 2014 22:01:11 GMT -5
Could some advance knowledge of this have been the reason for our spurt?
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Post by EveningOfTheDay on Oct 16, 2014 22:23:15 GMT -5
Could some advance knowledge of this have been the reason for our spurt? I suppose it is possible, but for the time being I tend to see all share price movement as a speculative games. For all I know the same people bringing the price down could have decided it was time to take a breather and let it rise, or manipulate it to rise, before they move on with their agenda. I have a good degree of confidence that Mannkind will do well over the next few years, but for the time being we still have to many unknowns, so I still expect to see plenty of volatility. |
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Post by EveningOfTheDay on Oct 16, 2014 22:30:38 GMT -5
You guys are missing the point. As Adam Finklestein and friends pointed out, the advent of Dance on the scene was the death knell of Afrezza because there was going to be competition in the inhalable insulin space, againt which Afrezza could not compete. It turns out they were only half right. The fact that Dance is packing up their tent now is clearly proof positive that inhalable insulin is a failed concept. We were doomed to failure when Dance started and we are doomed to failure now that they have left the building. Interesting, so you simply think that inhaled insulin is a bad idea regardless of what form the solution adopts. Would you then say that Mankind will fail in very much the same fashion that Pfizer did? Have you actually factor the improved convenience and particular characteristics of Afrezza into your consideration? I am curious. |
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Post by jpg on Oct 16, 2014 23:07:06 GMT -5
You guys are missing the point. As Adam Finklestein and friends pointed out, the advent of Dance on the scene was the death knell of Afrezza because there was going to be competition in the inhalable insulin space, againt which Afrezza could not compete. It turns out they were only half right. The fact that Dance is packing up their tent now is clearly proof positive that inhalable insulin is a failed concept. We were doomed to failure when Dance started and we are doomed to failure now that they have left the building. Why would inhaled insulin be a failed concept? Needles are good and fun? I just don't get these 'argument lite' repetitive statements. We shall soon see. Place your bets (I'm guessing you have and we aren't betting the same way!). JPG |
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Post by rockyp on Oct 16, 2014 23:54:43 GMT -5
Sorry. I was trying to make a funny. Given both the pharmakinetic advantage of Afrezza and the obvious head start Mannkind has in development, certification and partnership, whether Dance exists or not really won't impact Afrezza sales one way or the other. But the inferiority of Dance vis-a-vis Mannkind didn't stop the naysayers from bashing Mannkind when Dance entered stage right. My post was tounge in cheek in suggesting that Dance's exit stage left will also be tauted by those same naysayers that Dance's inability to survive is proof that Mannkind cannot survive. It is sort of like the kid who said he didn't like camp because the food was so bad you couldn't eat it, and besides there wasn't enough food to have seconds. My apologizes if the humor was lost in translation.
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Post by orlon on Oct 17, 2014 0:05:42 GMT -5
I saw Rennaisance Capital is involved here. Is that not the FDA Chief's hubby' company?
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Post by jpg on Oct 17, 2014 3:05:56 GMT -5
Sorry. I was trying to make a funny. Given both the pharmakinetic advantage of Afrezza and the obvious head start Mannkind has in development, certification and partnership, whether Dance exists or not really won't impact Afrezza sales one way or the other. But the inferiority of Dance vis-a-vis Mannkind didn't stop the naysayers from bashing Mannkind when Dance entered stage right. My post was tounge in cheek in suggesting that Dance's exit stage left will also be tauted by those same naysayers that Dance's inability to survive is proof that Mannkind cannot survive. It is sort of like the kid who said he didn't like camp because the food was so bad you couldn't eat it, and besides there wasn't enough food to have seconds. My apologizes if the humor was lost in translation. Certainly no apologizes necessary. I just don't have any humour! And I get tired of hearing the same old empty (to me anyway) arguments from shorts. And the last few weeks have been painful... JPG |
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Post by cybergym66 on Oct 17, 2014 4:21:40 GMT -5
Sorry. I was trying to make a funny. Given both the pharmakinetic advantage of Afrezza and the obvious head start Mannkind has in development, certification and partnership, whether Dance exists or not really won't impact Afrezza sales one way or the other. But the inferiority of Dance vis-a-vis Mannkind didn't stop the naysayers from bashing Mannkind when Dance entered stage right. My post was tounge in cheek in suggesting that Dance's exit stage left will also be tauted by those same naysayers that Dance's inability to survive is proof that Mannkind cannot survive. It is sort of like the kid who said he didn't like camp because the food was so bad you couldn't eat it, and besides there wasn't enough food to have seconds. My apologizes if the humor was lost in translation. Certainly no apologizes necessary. I just don't have any humour! And I get tired of hearing the same old empty (to me anyway) arguments from shorts. And the last few weeks have been painful... JPG Last few MONTHS have been painful!!! I watched the price performance June 30th after FDA approval and didn't like it, but didn't have the balls to sell anything...I'll be kicking myself about that one for the rest of my life. Also...5:20 AM EST time and the price is at $6.15 on light volume (2,100). I wonder what's going on. Anyone have an educated guess? |
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