|
|
Post by trenddiver on Dec 4, 2015 12:39:12 GMT -5
I'm not sure that is factual, but negotiations maybe occurring sooner than you think. The likelihood part implied that I didn't think it a provable fact. I suppose it also depends on what is meant by "negotiations". We know there is a board that directs the Afrezza JV, and I'm sure there would always be some issues where MNKD and SNY don't see eye to eye... though we know SNY has the final word in case of disagreement. That said, we have no indication that there is any significant disagreement that has arisen between MNKD and SNY. MNKD has stated that they are happy with SNY's efforts. It is nothing but speculation that any other "negotiation" would be taking place... buy-out of MNKD, dissolution of agreement, etc. etc. But yes, there indeed "maybe" some huge deal be brokered now or "soon" in the future. I'll stick by our respective choices of wording that such negotiation "maybe" possible but "in all likelihood" is not occurring. I don't think we will be seeing any significant change in the relationship between MNKD and SNY... though hopefully SNY's plan will be playing out in a more visible way, such as some action regarding new trials after this SD advisory meeting... and perhaps application in EU for approval. DBC, Although Hakan and Matt were communicating happiness with Sanofi, obviously Al and the BOD were not so happy, hence the Hakan removal as CEO. What I meant about "negotiations" has to do with the activities of the Afrezza JV and the resources being allocated to it by Sanofi. I expect the Mannkind will demand increasing the DTC advertising (television) budget and a beginning a comprehensive public relations effort. Trend |
|
|
|
Post by jeremg on Dec 4, 2015 12:54:14 GMT -5
No one should be questioning whether this meeting is taking place or not, I think it has been very well comfirmed at this point. The questions we should be asking is whether this meeting will be a non-material event as all the others have OR will it be some turning point? This is what I would like to know. Looking at MNKD's stock chart since the rumor started, I'd say it's about as non-material as anything could possibly be. Yah, I don't think anything short of a Tech Partnership with major upfront $ or an exponential jump in Rx would be enough to cause a material rise in PPS on actual short covering [like covering indicative of them throwing in the towel]. I think this meeting could be "material" for longs as it could give us a clue as to what is actually going on as far as a timeline but it in no way will be "material" for the PPS or "shorts" (besides the "shorts" possibly using a disappointing outcome to plan a raid - including silence post-meeting). It really is a zero-sum game between "longs" and "shorts" with a few blurred lines. |
|
|
|
Post by rrtzmd on Dec 4, 2015 13:02:44 GMT -5
rvc ... if your comment was in reply to mine... oooo, sorry, didn't AT ALL mean to imply SNY was going to be communicative about their plans, just that as the plans play out eventually there will be evidence that becomes visible. Heavens no I wasn't implying we'd be told anything... that be crazy talk. rrtzmd ... even if we make the leap to say this is the first sign of a SNY strategy to put in place a plan to prove superiority (not the most unequivocal statement I've ever made), it may be a situation of necessary but not sufficient regarding share price. There is still the issue of liquidity and potential dilution. Unless there is some TS deal that materializes and with better terms than many would suspect, MNKD will need to raise capital before any of what SNY is discussing in SD will result in a positive cash flow. "...what SNY is discussing in SD will result in a positive cash flow." The thing is that I don't believe there is any meeting in San Diego -- at least not between anyone related to afrezza or MNKD and SNY. No credible evidence has been offered that I have seen. It reminds me of that alleged Las Vegas meeting where hundreds of afrezza reps were meeting for some grand afrezza purpose to do something or another. It allegedly came, it allegedly went, and not one thing happened afterwards that remotely hinted that any such event actually took place. Now there are 11 pages of comments speculating on this new rumor -- to what end? |
|
|
|
Post by jeremg on Dec 4, 2015 13:04:21 GMT -5
rvc ... if your comment was in reply to mine... oooo, sorry, didn't AT ALL mean to imply SNY was going to be communicative about their plans, just that as the plans play out eventually there will be evidence that becomes visible. Heavens no I wasn't implying we'd be told anything... that be crazy talk. rrtzmd ... even if we make the leap to say this is the first sign of a SNY strategy to put in place a plan to prove superiority (not the most unequivocal statement I've ever made), it may be a situation of necessary but not sufficient regarding share price. There is still the issue of liquidity and potential dilution. Unless there is some TS deal that materializes and with better terms than many would suspect, MNKD will need to raise capital before any of what SNY is discussing in SD will result in a positive cash flow. Yah this is it, even our best case dream scenarios, like SNY dancing on the rooftops shouting "We <3 Afrezza and MNKD" [which some here already seem to be hallucinating], would be too little too late at this point from a financing view. We will need to raise capital, it's just a matter of at what PPS - how much dilution. |
|
|
|
Post by jeremg on Dec 4, 2015 13:10:30 GMT -5
rrtzmd I think we are all giving this "rumor" the benefit of the doubt based on the fact that spiro , docfrezza , and (who am I missing?) vouched for it, going so far as to say they would be in attendance. I definitely understand your skepticism but unlike YMB rumors (e.g. UHC now completely and unequivocally covers Afrezza per an ambiguous Tweet!) these "rumors" have been substantiated by respected members here who have no reason to lie or "pump". "It allegedly came, it allegedly went, and not one thing happened afterwards" - I think this will likely turn out the case again where nothing comes of the meeting [or we never become privy to what happened] but it's like the old adage "If a tree falls in the forest and you aren't around to hear it, does it make a sound?" - yes, it still makes a sound.
|
|
|
|
Post by EveningOfTheDay on Dec 4, 2015 13:18:31 GMT -5
Good luck with that. The way Sanofi is operating, attendees may have to sign a non-disclosure agreement to be admitted. ^ Only step #1 2. Hand on Bible 3. Fingerprinted 4. Strip searched What? No 5.- Remote controlled electrodes in the nuts? In that case we should be hearing something very soon, no?  |
|
|
|
Post by hammer on Dec 4, 2015 13:39:34 GMT -5
With all due respect, it wasn't exactly 'reported' that SNY was flying out early adapters to San Diego. It was simply put out there on the Yahoo message board, which to put it mildy, isn't exactly the most credible source in the world. For all we know the poster could have read Afezzauser's tweet about being in San Diego(as I did) and made up the whole story. In fact, after reading the endless unfounded rumors on that board, my guess is that it was just a result of someone's fertile imagination. Recently, the YMB has been responsible for, among other rumors, the big Las Vegas Sales meeting, a potential Google buyout(my personal favorite) SNY sandbagging so they can buy MNKD on the cheap, TS deals with Teva,pending EU approvals etc., none of which has come to fruition. The simple irreputable truth is that SNY has spent next to nothing on advertising Afrezza, says next to nothing publicly about it, and stated during their last cc that they are cutting back on spending, which doesn't bode well for a sudden focus on advertising afrezza. There actions point more toward dropping Afrezza shortly (I know they've been sponsoring studies, but they need to, in order to provide a defense if MNKD claims that SNY was not living up to their part of the deal) instead of finally committing to the drug, and personally, I think it would be fine with me if they did, as MNKD clearly needs to find a more committed partner. Perhaps SNY has already privately notified MNKD of their decision which might explain why the CEO was fired and a 90 year old man was forced to retake control of the business. Since I posted this on this board I figure I should reply. I can assure you that the timeline will suggest that Sam's tweet was some 10 hours after the initial post on YMB. Other long time, respected posters on this board were quick to confirm the meeting in SD as well as prior knowledge of the meeting. As with many events you will never see a media response to confirm activities. It takes good hard D&D. You tend to take info from long time respected posters to heart and others with a grain of salt. Many have claimed to call the hotel directly without confirmation. I dont know whether the meeting actually occurred there or not, but the initial post never claimed it would. My instinct would be to make contact with UCSD since it would be a better venue. BTW todays rumor is that SNY interest is focus upon early adopters and use of CGM's. I cant confirm this as yet so it is of course only rumor. |
|
|
|
Post by kball on Dec 4, 2015 13:48:37 GMT -5
With all due respect, it wasn't exactly 'reported' that SNY was flying out early adapters to San Diego. It was simply put out there on the Yahoo message board, which to put it mildy, isn't exactly the most credible source in the world. For all we know the poster could have read Afezzauser's tweet about being in San Diego(as I did) and made up the whole story. In fact, after reading the endless unfounded rumors on that board, my guess is that it was just a result of someone's fertile imagination. Recently, the YMB has been responsible for, among other rumors, the big Las Vegas Sales meeting, a potential Google buyout(my personal favorite) SNY sandbagging so they can buy MNKD on the cheap, TS deals with Teva,pending EU approvals etc., none of which has come to fruition.
The simple irreputable truth is that SNY has spent next to nothing on advertising Afrezza, says next to nothing publicly about it, and stated during their last cc that they are cutting back on spending, which doesn't bode well for a sudden focus on advertising afrezza. There actions point more toward dropping Afrezza shortly (I know they've been sponsoring studies, but they need to, in order to provide a defense if MNKD claims that SNY was not living up to their part of the deal) instead of finally committing to the drug, and personally, I think it would be fine with me if they did, as MNKD clearly needs to find a more committed partner. Perhaps SNY has already privately notified MNKD of their decision which might explain why the CEO was fired and a 90 year old man was forced to retake control of the business. Since I posted this on this board I figure I should reply. I can assure you that the timeline will suggest that Sam's tweet was some 10 hours after the initial post on YMB. Other long time, respected posters on this board were quick to confirm the meeting in SD as well as prior knowledge of the meeting. As with many events you will never see a media response to confirm activities. It takes good hard D&D. You tend to take info from long time respected posters to heart and others with a grain of salt. Many have claimed to call the hotel directly without confirmation. I dont know whether the meeting actually occurred there or not, but the initial post never claimed it would. My instinct would be to make contact with UCSD since it would be a better venue. BTW todays rumor is that SNY interest is focus upon early adopters and use of CGM's. I cant confirm this as yet so it is of course only rumor.I would think this is almost a foregone conclusion for the meeting of T1's, Hammer. And i can't really dispute rvc's comment highlighted which is why this mystery is so continually fascinating. ...And costly |
|
|
|
Post by mssciguy on Dec 4, 2015 13:55:42 GMT -5
kball MNKD is Wall Street's money machine... look at this prntscr.com/9acdl8 I am getting ready for a major call to SEC. I'll hold for as long as it takes.
|
|
|
|
Post by hammer on Dec 4, 2015 14:13:17 GMT -5
Since I posted this on this board I figure I should reply. I can assure you that the timeline will suggest that Sam's tweet was some 10 hours after the initial post on YMB. Other long time, respected posters on this board were quick to confirm the meeting in SD as well as prior knowledge of the meeting. As with many events you will never see a media response to confirm activities. It takes good hard D&D. You tend to take info from long time respected posters to heart and others with a grain of salt. Many have claimed to call the hotel directly without confirmation. I dont know whether the meeting actually occurred there or not, but the initial post never claimed it would. My instinct would be to make contact with UCSD since it would be a better venue. BTW todays rumor is that SNY interest is focus upon early adopters and use of CGM's. I cant confirm this as yet so it is of course only rumor.I would think this is almost a foregone conclusion for the meeting of T1's, Hammer. And i can't really dispute rvc's comment highlighted which is why this mystery is so continually fascinating. ...And costly kball, I'm in agreement. I'm relatively new on this board but bought my first shares of MNKD in 2005. Nothing is ever spoon fed to investors and lawsuits against MNKD management in the past have decreased our chances of any off the cuff fruitful remarks. I used to love to hear Al run on just to glean potential inside information. Sadly those days are over. Since before ADCOM both SNY and MNKD have been extremely adept at keeping a lid on things much to the chagrin of investors. Trying to piece together what is potentially going on is no different than doing a puzzle. Sometimes pieces just fit and other times you have to hold the piece and turning 360 degrees to ensue it fits. I will wait to see what actually comes out of the meeting if participants are free to discuss because this piece fits at several points. Have a wonderful day! |
|
|
|
Post by sportsrancho on Dec 4, 2015 14:21:43 GMT -5
Ashiwi and Spiro have known about this meeting for several months. Apparently, quite a few individuals are involved. I am sure someone will spill their guts about it over the weekend. You know, with MNKD and SNY everything is a big secret, but they may actually be doing something the right way on this one. Time will tell. Spiro here Many of us heard, but kept a MANNKIND type of secret. Bump:-) |
|
|
|
Post by compound26 on Dec 4, 2015 14:57:00 GMT -5
I also confirmed it here. If you choose to not trust my information that is your problem. I do not post unreliable information. |
|
|
|
Post by nadathing on Dec 4, 2015 15:40:35 GMT -5
I must say that I love this board. I don't post often, but read every comment I can. More and more this is looking like the YMB with sarcasm, sniping and personal attacks. Sorry to see it. I'm sure someone will be quick to tell if I don't like it I can leave, but there is still so much great dialogue and information I don't want to quit reading.
|
|
|
|
Post by afrezzamiracle on Dec 4, 2015 17:23:53 GMT -5
Several long term well respected posters said there was a meeting. I'd confidently bet my life on it that that is indeed the case. End of story!
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 4, 2015 17:26:15 GMT -5
Agree with you 100%. Confusion is spread over this development by design. Anything to try and pull MNKD down is the mantra for those who wish its demise.
|
|
