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Post by mindovermatter on Jan 5, 2016 9:44:54 GMT -5
Al mentioned long ago he was approached by a Chinese pharma to partner. IIRC he was tempted but declined. He also mentioned there were smaller regional pharmas interested in Afrezza. Let's see if this path is taken.
It might be time for Mannkind to attack other countries than the United States to sell Afrezza. China, Saudi Arabia, Israel or any country on that list I posted a few weeks ago.
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Post by mnkdnewbie on Jan 5, 2016 9:46:50 GMT -5
call me what you want but I and several others are buying.......
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mnkdnyc
Lab Rat
Posts: 48
Sentiment: Long
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Post by mnkdnyc on Jan 5, 2016 9:53:37 GMT -5
OK your crazy.
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Post by biffn on Jan 5, 2016 9:55:19 GMT -5
Wouldn't Teva be the logical choice and line up with the move to TASE?
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Post by biffn on Jan 5, 2016 9:57:39 GMT -5
There is a lot of buying going on, especially after the initial 33% downdraft. Is it possible a partnership deal is already lined up?
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Post by kball on Jan 5, 2016 9:59:57 GMT -5
There is a lot of buying going on, especially after the initial 33% downdraft. Is it possible a partnership deal is already lined up?I sure as f@#k hope so |
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Post by suebeeee1 on Jan 5, 2016 10:00:55 GMT -5
There is a lot of buying going on, especially after the initial 33% downdraft. Is it possible a partnership deal is already lined up? That, or shorts are covering their bets just in case something is announced at 4:30 pm |
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Post by kc on Jan 5, 2016 10:03:34 GMT -5
It might take until July to announce what the next step would be. But you can bet that commercialization of Afrezza will continue and Afrezza will eventually have either a good partner or owned by another big Pharma company. Lessons learned are tough. It really hurts to see what happened to my investment in MannKind. It's not the end of the road but the beginning of the road and a New partner will make it successful. Perhaps it was the very high price point that Sanofi brought it out at? Prior to partnership we always heard that the price would be competitive with injectable insulin. It was not competitive. A new Pharma will set that pricing lower. Think about Teva. They have tremendous reach world wide and specialize in both Named brand products but also generics. They would know how to sell Afrezza.
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Post by mnkdmorelong on Jan 5, 2016 10:07:08 GMT -5
Al mentioned long ago he was approached by a Chinese pharma to partner. IIRC he was tempted but declined. He also mentioned there were smaller regional pharmas interested in Afrezza. Let's see if this path is taken. It might be time for Mannkind to attack other countries than the United States to sell Afrezza. China, Saudi Arabia, Israel or any country on that list I posted a few weeks ago. I have to believe the Afrezza suitors from two years ago are gone. Why be the second company to throw money into a hole? We must accept the verdict of the jury (the entire insulin market) who is saying Afrezza will be a niche market. MNKD must be right-sized to work under these market conditions. I can see VRX coming in. The Danbury facility must shrink. Why have corporate headquarters 2000 miles away? So on and so forth. |
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Jan 5, 2016 10:07:29 GMT -5
It might take until July to announce what the next step would be. But you can bet that commercialization of Afrezza will continue and Afrezza will eventually have either a good partner or owned by another big Pharma company. Lessons learned are tough. It really hurts to see what happened to my investment in MannKind. It's not the end of the road but the beginning of the road and a New partner will make it successful. Perhaps it was the very high price point that Sanofi brought it out at? Prior to partnership we always heard that the price would be competitive with injectable insulin. It was not competitive. A new Pharma will set that pricing lower. Think about Teva. They have tremendous reach world wide and specialize in both Named brand products but also generics. They would know how to sell Afrezza. This is my fear. The next 6 months will make the past 6 months look like a walk in the park. |
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Post by peppy on Jan 5, 2016 10:14:13 GMT -5
Wouldn't Teva be the logical choice and line up with the move to TASE? jpg will kill me but I wonder the same for this reason. If Al Mann's goal is to have Afrezza available to type 1 diabetes (type 2), Teva could sell Afrezza for the same cost as subq fast acting. That will get Afrezza on the insurance formularies. From there, patient results and physicians seeing better or equal HgA1c results with happier patients should take afrezza the rest of the way.
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Post by mnkdnewbie on Jan 5, 2016 10:18:47 GMT -5
if Sanofi was truly sandbagging then whats stopping them from buying a stake in the company today at the best discount possible? Someone could by 25% for 100 million today? we could see 50 million volume today?
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Post by peppy on Jan 5, 2016 10:20:33 GMT -5
if Sanofi was truly sandbagging then whats stopping them from buying a stake in the company today at the best discount possible? Someone could by 25% for 100 million today? we could see 50 million volume today? sanofi has to disclose after 5%
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Post by bradleysbest on Jan 5, 2016 10:22:05 GMT -5
Could MNKD announce a new deal/partnership today? Do they have to wait for the termination to be final before announcing a new deal?
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Post by mnkdnewbie on Jan 5, 2016 10:26:00 GMT -5
if Sanofi was truly sandbagging then whats stopping them from buying a stake in the company today at the best discount possible? Someone could by 25% for 100 million today? we could see 50 million volume today? sanofi has to disclose after 5%
So who wants to monitor sec.gov to see what company files 5% today? |
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