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Post by jay1ajay1a on Dec 21, 2015 16:32:14 GMT -5
Pain mgmt would be a great space and would save many lives and put a few pill mills out of business. Would like to add this to my 2015 Christmas list.
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Post by dreamboatcruise on Dec 21, 2015 16:35:28 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it. 2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo). 4. New CEO most likely TBA 1Q16. 5. PAH: Working on selecting an optimal, commercially viable API I have no doubt the partnership will continue. As for the strength of it, I guess that depends on what metric you choose. I'm sure they can't totally ignore the balance sheet and liquidity on Feb CC... but whether it will be convincing or not is an entirely different matter. Lakers... you seem to have some source of info. Care to weigh in on one I've been worried about... are we going to see formulary placement statistics get somewhat worse when the Jan 1, 2016 plans go into affect and get rolled into online databases? It seems year by year PBMs are pushing things into higher tiers or off the formularies. I had hoped that new 2106 plans would show SNY efforts with improvement, but what scant anecdotal snapshots I've seen might indicate lack of improvement and some marginal worsening. |
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Post by suebeeee1 on Dec 21, 2015 16:40:33 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it. 2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo). 4. New CEO most likely TBA 1Q16. 5. PAH: Working on selecting an optimal, commercially viable API Lakers, I don't know where you get your info, but I'm beginning to trust you are getting it right! Pain management is huge! 100 Million people in the US alone live in chronic pain. Docs are afraid to prescribe anything stronger than prescription strength Ibuprofen and people are losing work days, family relationships and more due to it. As our country (and the world) ages, pain becomes more and more of a problem. Sign me up for a whistle sized pain reliever! |
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Post by Deleted on Dec 21, 2015 16:46:12 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it. 2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo). 4. New CEO most likely TBA 1Q16. 5. PAH: Working on selecting an optimal, commercially viable API Lakers, I don't know where you get your info, but I'm beginning to trust you are getting it right! Pain management is huge! 100 Million people in the US alone live in chronic pain. Docs are afraid to prescribe anything stronger than prescription strength Ibuprofen and people are losing work days, family relationships and more due to it. As our country (and the world) ages, pain becomes more and more of a problem. Sign me up for a whistle sized pain reliever! agreed pain management is huge www.prnewswire.com/news-releases/global-opioids-overview-2015-2021---an-assessment-of-pain-management-and-dependence-in-the-15-billion-industry-300144798.htmlAnalysis pertaining to the prescribed opioid users, treatment patterns, and market revenues confirms that the use of weak opioids has fallen dramatically in most markets, while the use of strong opioids has increased. The total market size in the countries covered in this report was $15.7 billion in 2014, of which the US accounted for the highest share, followed by Japan and Germany |
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Post by lakers on Dec 21, 2015 17:13:08 GMT -5
Lakers, I also feel that Sanofi will be around and is not going anywhere. The disappointment (one of them) I have right now is the last CC they stated we would have a partnership announced by the end of the year, not much time left for that to happen. Hakan quickly added "or 1Q16". [thankfully. He shouldn't have publicly announced a deadline lest Mnkd lost negotiating leverage.] |
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Post by Deleted on Dec 21, 2015 17:36:46 GMT -5
Lakers - I don't know where you get your information, but your precision seems to be accurate.
Thanks!
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Post by mssciguy on Dec 21, 2015 17:46:21 GMT -5
Lakers - I don't know where you get your information, but your precision seems to be accurate. Thanks! Only an engineer would see the irony in that.  |
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Post by Deleted on Dec 21, 2015 17:49:26 GMT -5
Lakers - I don't know where you get your information, but your precision seems to be accurate. Thanks! Only an engineer would see the irony in that. One can be precise but completely inaccurate. I will leave that up to you to figure out  |
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Post by liane on Dec 21, 2015 17:56:08 GMT -5
Only an engineer would see the irony in that. One can be precise but completely inaccurate. I will leave that up to you to figure out Ah yes - brings up fond memories of high school physics class. |
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Post by bloodrootfc on Dec 21, 2015 17:58:57 GMT -5
And meanwhile shorts rake in about $100M in profits through options every month.
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Post by bloodrootfc on Dec 21, 2015 18:00:26 GMT -5
By the time they get this ship upright, many longs eill be lying at thr bottom of the sea and the shorts will have abandoned ship without a scratch.
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Post by mssciguy on Dec 21, 2015 18:01:34 GMT -5
And meanwhile shorts rake in about $100M in profits through options every month. It's borderline organized crime, isn't it? Gangs of NYC plus gangs of Chicago. Lovely. |
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Post by mssciguy on Dec 21, 2015 18:13:17 GMT -5
One can be precise but completely inaccurate. I will leave that up to you to figure out Ah yes - brings up fond memories of high school physics class. You wouldn't believe how many times I've had to describe the difference between the two over the years (probably you too). It's a standard part of screening exams to separate those who know (or remember) and those who copy and pasted through life...  The dartboard being the standard example. Where lakers may be precise but inaccurate is on the timing. Nobody can control everything. Martin Shkreli might have clones somewhere for example.  |
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Post by kball on Dec 21, 2015 18:51:58 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it.
2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo). 4. New CEO most likely TBA 1Q16. 5. PAH: Working on selecting an optimal, commercially viable API -Hair -Relationships -Erection (not in that order) |
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Post by bill on Dec 21, 2015 18:59:20 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it. 2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo). 4. New CEO most likely TBA 1Q16. 5. PAH: Working on selecting an optimal, commercially viable API Regarding your items. I hate to be so negative, but... #1 is not good. A strong SNY partnership means nothing if it doesn't produce anything, and no one knows it exists. Completely unfair of MNKD to claim a strong partnership and then have SNY / MNKD hide any evidence of its existence from investors. How can one have a STRONG partnership with SNY when they go out of their way to ignore MNKD and Afrezza's existence whenever possible? If the partnership is strong, why can't MNKD get SNY to say just that! #2 is not good. MNKD omitted any mention of pain management during the last CC. At the time it could have meant that pain management was dead, or in yet another black out because of negotiations. Now it's sounds like it's neither, but we've got the CMO trying to close a partnership agreement. Knowing he's working it is nice, but where is any evidence that the CMO is going to be any more successful than Hakan? How much more time does MNKD need? How much more time should be spent trying to close a partnership they haven't been able to close for more than year? #3 is not good. It's hard to see how it can be to MNKD's advantage to hide the current cash on balance sheet. If the cash is not more than what we already know about, there's no change--why hide the status? If the cash is in excess of what we know about then that would be good news worth sharing. Why does everything have to be a mystery? #4. is not good. Earlier Matt was hopeful we'd have a new CEO before Christmas. Now, it's maybe 1Q16. That's a three to four month delay. What does that mean. I guess it's clear that none of the incumbents are likely to become the next CEO, and they've got to complete an external search. It's hard for me to believe that anyone worth having would want to be CEO under the circumstances just outlined. Depleting cash, no TS partnerships, and an Afrezza partnership that is not creating any revenue, but instead is creating debt. Presiding over a failing company is not something most prospective CEOs get excited about. #5. is not good. Does this mean that the last 10 year's of work on this API was in vain and MNKD's starting all over again. If that's the case, why bother. How can there be enough cash to start all over with the selection of a new API? It seems to me like the wheels have fallen off the MNKD wagon, and there's no sign of a repairman in sight. SNY is committed to Afrezza but that partnership will be increasing MNKD's debt not revenue for the foreseeable future. MNKD isn't likely to have a new CEO or TS partnership for the next several months, and their cash situation is being concealed from all parties for reasons unknown. I'm very bullish on Afrezza, but I'm having a really hard time understanding why one should expect that MNKD can solve it's CEO, TS partnership, and cash situations any better over the next quarter than they have over the last 18 months. We got some information that suggested some of these items would be completed before Christmas. Now, it's maybe we'll see progress over the next few months. What am I missing? I want to be positive, but lakers usually reliable information doesn't seem to include very much in the way of good news. |
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The dartboard being the standard example.
