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Post by ricguy on Nov 9, 2015 20:01:55 GMT -5
I found that so odd, almost asking for a white knight to save them from Sanofi was how i read that. That was a real eye-opener for me as well. Same here, I didn't get that. Hopefully part of me being paranoid but shows me they have nothing going as far as a TS partnership, we'll see.
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Post by biotec on Nov 9, 2015 20:07:18 GMT -5
Hakan never said Will partner by end of year. He said by the end of the year or in the next quarter. Ill have to wait for the transcript. But I heard different. We may hear something by end of year, To that effect. Never heard We will partner by end of year or next quarter. I heard him ask if anyone out there that's interested give him a call, or to those lines.
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Post by lakers on Nov 9, 2015 20:17:56 GMT -5
That was a real eye-opener for me as well. Same here, I didn't get that. Hopefully part of me being paranoid but shows me they have nothing going as far as a TS partnership, we'll see. "GS' Jay Olson: Pipeline - how close to moving into the clinic stage and partnership deal - when? Hakan: months away from going into clinic stage (pulminary hypertension). As far as partnerships, discussions are ongoing. Hope for announcement within the next quarter or so." mnkd.proboards.com/thread/4034/notes-on-cc-11-2015The BoD meeting date was set before Oct 29, 2015 at 1:43pm, and before the ER CC 11/9. Secondly, IMHO, mgmt can't risk misleading a material event like that. mnkd.proboards.com/thread/3875/3q15-mon-convene-half-decideWill MannKind survive?: "Yes, it will. The basis for that is Afrezza is a unique product, and I absolutely believe we will see a significant uptick over time. I know from the feedback from patients, they absolutely love the product. The second reason is our [inhaler] is a very unique vehicle; it can deliver more than insulin through a pulmonary route. We have already started developing products that eventually will go into clinical testing." One example could be pain medication, he said. www.latimes.com/business/la-fi-himi-edstrom-20151108-story.htmlMannKind Corporation’s Pain Management Plans: Looking Back mnkd.proboards.com/thread/4017/pain-management-plans
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Post by hawaiiguy42 on Nov 9, 2015 20:21:25 GMT -5
No... absolutely no credibility. MNKD/MANAGEMNT are puppets, Sanofi is the Puppet Master and we are the strings caught in the middle.
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Post by lakers on Nov 10, 2015 0:09:54 GMT -5
Jay Olson Okay. And then, just on the pipeline, I appreciate the color there on the progress; can you tell us how close you are to moving any of your pipeline assets into the clinic, and when is the soonest that MannKind could sign a partnership or licensing deal to monetize some of those pipeline assets? Hakan Edstrom Well, in regards to -- I would say they are certainly month away from going into a clinic. I mean, they are in the formulation stage right now, particularly on the pulmonary hypertension. In regards to entering into other development partnership or financial partnership, the only thing I can say that, that actioned [ph] over the last week, we've had discussions with potential partners. However, there are still negotiations to be had. So I would say -- I would hope that we could possibly announce something before the end of the year -- oh, sorry, within the next quarter, but that's as specific as I can be at this point in time. www.seekingalpha.com/article/3669586This proves what I've said all along. I feel for mgmt. They really thought they had it. They kept getting bad cards. It made them appear bumbling and incompetent in handling the Notes. Eventually, the law of average will prevail. One of these days, They might get full house when the river is dealt and keep getting good cards early on to raise ante to the Shorts.
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Post by dreamboatcruise on Nov 10, 2015 0:48:39 GMT -5
No... absolutely no credibility. MNKD/MANAGEMNT are puppets, Sanofi is the Puppet Master and we are the strings caught in the middle. What do you expect with regard to Afrezza? That is the way these marketing deals work. Other than an out clause, big pharmas aren't going to have the company they license a drug from run their marketing/sales effort. If you invested in MNKD thinking they'd find a BP partner that would let MNKD run the show, that seems your poor due diligence about the way things work. MNKD is constrained in their other efforts by restricted funds, not by SNY. If things had gone better in the past, MNKD would have a full pipeline, and much higher stock value... but not more control over Afrezza.
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Post by rrtzmd on Nov 10, 2015 0:53:20 GMT -5
Jay Olson Okay. And then, just on the pipeline, I appreciate the color there on the progress; can you tell us how close you are to moving any of your pipeline assets into the clinic, and when is the soonest that MannKind could sign a partnership or licensing deal to monetize some of those pipeline assets? Hakan Edstrom Well, in regards to -- I would say they are certainly month away from going into a clinic. I mean, they are in the formulation stage right now, particularly on the pulmonary hypertension. In regards to entering into other development partnership or financial partnership, the only thing I can say that, that actioned [ph] over the last week, we've had discussions with potential partners. However, there are still negotiations to be had. So I would say -- I would hope that we could possibly announce something before the end of the year -- oh, sorry, within the next quarter, but that's as specific as I can be at this point in time. www.seekingalpha.com/article/3669586This proves what I've said all along. I feel for mgmt. They really thought they had it. They kept getting bad cards. It made them appear bumbling and incompetent in handling the Notes. Eventually, the law of average will prevail. One of these days, They might get full house when the river is dealt and keep getting good cards early on to raise ante to the Shorts. Hakan's answer is simply embarrassing. he appears to be doing nothing but "begging the question," leaving the impression that he either knows absolutely nothing about what -- if anything -- is actually in the "pipeline" or else he knows and doesn't want to admit that something for clinical application is years away. Ditto for partnerships -- they're talked about technosphere partnerships for years and all they ever produce is "hope that we could possibly announce."
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Post by dreamboatcruise on Nov 10, 2015 0:57:15 GMT -5
He said by the end of the year or in the next quarter. Ill have to wait for the transcript. But I heard different. We may hear something by end of year, To that effect. Never heard We will partner by end of year or next quarter. I heard him ask if anyone out there that's interested give him a call, or to those lines. I don't think they would announce something merely about possible partnerships. My take on today's call was that he was talking about an actual partner being announced... built in caveat that if it hasn't happened yet it's not 100%. That surprises me as I thought from previous public remarks they were going to wait until further along in the development process... but perhaps financial realities have changed those plans.
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Post by lakers on Nov 10, 2015 1:09:27 GMT -5
Ill have to wait for the transcript. But I heard different. We may hear something by end of year, To that effect. Never heard We will partner by end of year or next quarter. I heard him ask if anyone out there that's interested give him a call, or to those lines. I don't think they would announce something merely about possible partnerships. My take on today's call was that he was talking about an actual partner being announced... built in caveat that if it hasn't happened yet it's not 100%. That surprises me as I thought from previous public remarks they were going to wait until further along in the development process... but perhaps financial realities have changed those plans. You are so perceptive. I too think the same. More from Hakan. In the meantime, we are actively engaged in developing a robust pipeline with additional product candidates that will create shareholder value. As I mentioned last quarter, we were pleased to welcome the new Chief Medical Officer leading the development team. And in the last couple of months, our development group has been very busy moving ahead with the formulation work on the pulmonary hypertension program, as well as lining up a dozen more product candidates with commercial potential. And there is no way we can fund all of this potential activity, so we have also initiated discussions with several firms that could participate in product development as strategic or financial partners. I have made it clear that I'm open to any creative approach that will give us as many of these programs as possibly funded, and get our technology into the hands of healthcare providers and their patients. So to the participants listening to this call, who have an interest in sharing the risk and the rewards of our product development effort or who have a formulation or drug delivery challenge that our technology may address, I would say this, let's talk. My ambition is to have a robust portfolio of product candidates in the pipeline by this time next year.
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Post by gamblerjag on Nov 10, 2015 1:48:51 GMT -5
Robust pipeline .. could be TEVA.
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Post by lakers on Nov 10, 2015 2:13:41 GMT -5
Robust pipeline .. could be TEVA. Most likely as Teva is the largest generic BP in the world in Al's father land. Hakan seems to solicit GS, JPM, possibly retain them as advisors to explore strategic options. Hakan wouldn't do that w/o Al's blessing. Don't blame him. This is one of the few rare times I defend him. IMHO, MNKD overplayed its weak hands - bluffing. They should have accepted previous overture, I suspect Al's intransigence in price results in this predicament. Let bygone be bygone. I know it's tough to swallow dilution of 50M at $2.5. Most folks thought Sny would buy in 12% at $10. How do we recover? Does Al have some tricks up his sleeve a few days past his 90 BD, 11/7/1925? Now that's the sign of a great Maverick.
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Post by kball on Nov 10, 2015 5:10:12 GMT -5
Robust pipeline .. could be TEVA. Most likely as Teva is the largest generic BP in the world in Al's father land. Hakan seems to solicit GS, JPM, possibly retain them as advisors to explore strategic options. Hakan wouldn't do that w/o Al's blessing. Don't blame him. This is one of the few rare times I defend him. IMHO, MNKD overplayed its weak hands - bluffing. They should have accepted previous overture, I suspect Al's intransigence in price results in this predicament.Let bygone be bygone. I know it's tough to swallow dilution of 50M at $2.5. Most folks thought Sny would buy in 12% at $10. How do we recover? Does Al have some tricks up his sleeve a few days past his 90 BD, 11/7/1925? Now that's the sign of a great Maverick. I think i agree. That and maybe a year back they felt another techno deal would bring in cash. Or that Sanofi would be tripping over themselves to buy in by now. This listing in Israel (sale of 50 million shares) seems like plan B or C to me. Gives mnkd some time to figure out what plan D, E and F are this time next year. Not sure where Al is but maybe he's out shopping for a hat and a rabbit
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Post by rockstarrick on Nov 17, 2015 10:21:49 GMT -5
Please do not lock this thread which is created b/c the following thread was locked. 3Q15 ER Mon 11/9/15; BoD to convene Nov 2nd half to decide created Oct 29, 2015 at 1:43pm mnkd.proboards.com/thread/3875/3q15-mon-convene-half-decide?page=5Hakan 3Q15 CC 11/9/15: Negotiating with many for TS partnership- Will have partner by end of year The 50M Mnkd Shares TASE index funds got is such a sweet deal. Al'd rather offer to them than Sny. He really plays hard ball w/ Sny who must be really stingy. Any new developments on this topic ?? Thanks
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Post by lakers on Nov 19, 2015 15:19:17 GMT -5
BoD is still in session as of Thursday today 11/19/15. Pain/Migraine partnership is being discussed as one of topics. Pain med passed animal trial, was ready for human clinical trial. It's furthest along among APIs. Please do your own DD before passing judgement.You can partially verify some. Do not lock this thread just because you can't verify on your own for the benefit of others, out of respect for the long-suffering Old Faithfuls such as rock, kball, dbc, mnholdem, kc, spiro, rob, resident PCPs, ...
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Post by jefferson on Nov 19, 2015 15:21:53 GMT -5
Lakers and cfield for President/VP please.
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