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Post by madog365 on Nov 17, 2016 11:55:19 GMT -5
^Agree.
IMO, the agreement with receptor will be the single most important driver of value for Mannkind investors and they do not know it yet. It's the reason that Matt and Mike are so confident each time they speak. They know they are sitting on a gold mine but unfortunately are not able to tell the investors anything due to contractual agreements.
per the latest conference call: "We also continue to make progress in our receptor life sciences collaboration and we’ll achieve certain predetermined tactical objectives later this month."
In less then two weeks time we should have booked a milestone payment from RLS as well as some new information hopefully.
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Post by Deleted on Nov 17, 2016 12:05:06 GMT -5
^Agree. IMO, the agreement with receptor will be the single most important driver of value for Mannkind investors and they do not know it yet. It's the reason that Matt and Mike are so confident each time they speak. They know they are sitting on a gold mine but unfortunately are not able to tell the investors anything due to contractual agreements. per the latest conference call: "We also continue to make progress in our receptor life sciences collaboration and we’ll achieve certain predetermined tactical objectives later this month." In less then two weeks time we should have booked a milestone payment from RLS as well as some new information hopefully. What $$ amount do you think would be looked at as significant?
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Post by madog365 on Nov 17, 2016 12:15:55 GMT -5
^Agree. IMO, the agreement with receptor will be the single most important driver of value for Mannkind investors and they do not know it yet. It's the reason that Matt and Mike are so confident each time they speak. They know they are sitting on a gold mine but unfortunately are not able to tell the investors anything due to contractual agreements. per the latest conference call: "We also continue to make progress in our receptor life sciences collaboration and we’ll achieve certain predetermined tactical objectives later this month." In less then two weeks time we should have booked a milestone payment from RLS as well as some new information hopefully. What $$ amount do you think would be looked at as significant? We're talking about 10% royalty payments on a potential 50B medical market. On a technology that is patent protected and cannot cannot be replicated by other companies due to it's high cost of development/time. But the real winner is the impact it will have on technosphere and the patient awareness it will bring to the delivery platform. Which Mannkind owns. And will become a cash cow.
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Post by peter on Nov 17, 2016 12:26:48 GMT -5
A New Test of Pot's Potential to Replace Painkillers After two years of bureaucratic hurdles, the first study to directly compare cannabis with an opioid drug is about to begin. Emily Lindley’s stash of marijuana is going to be very, very secure. Lindley, a neurobiologist, is about to begin the first study ever to directly compare cannabis with an opioid painkiller (in this case, oxycodone) for treating people with chronic pain. She got a grant for this research two years ago, but it has taken that much time to meet all the requirements for working with a drug the federal government still considers highly dangerous. ..... Even that might not be the end of it. In Lindley’s case, the university spent $40,000 upgrading the ventilation system in the room where the patients will receive marijuana, to comply with its own occupational and environmental health policies. And the patients won’t even be smoking it—they’ll be inhaling vaporized cannabis. www.theatlantic.com/health/archive/2016/11/a-new-test-of-pots-potential-to-replace-painkillers/507200/
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Post by kbrion77 on Nov 17, 2016 13:01:10 GMT -5
What $$ amount do you think would be looked at as significant? We're talking about 10% royalty payments on a potential 50B medical market. On a technology that is patent protected and cannot cannot be replicated by other companies due to it's high cost of development/time. But the real winner is the impact it will have on technosphere and the patient awareness it will bring to the delivery platform. Which Mannkind owns. And will become a cash cow. I'm assuming he meant $$ amount for possible milestone which I wouldn't expect to be more than $10M. Back end royalty payments are still a long way away. Receptor is not a sure thing no matter how big the market size. The bolded sentence you could say about the Tolero and Colby deals as well and 4 years later have not seen a dime from them.
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Post by ilovekauai on Nov 17, 2016 14:31:45 GMT -5
I would just like to point out, that despite all the hope surrounding RLS, we do have a new federal administration coming in January. There are several candidates in the running for the AG, who w/o question, are hostile to the states that are currently allowing cannabis sales for both rec and med sales. Do not be surprised that if one these candidates gets in, he goes after those states to become compliant with federal law. Withholding federal highway funding would be an easy way to get compliance. I'm surprised no one in the national media has said anything about this yet. I started thinking about it the night of Nov. 8. There's the real possibility that CA will never see one single rec cannabis store open for business next year. Cheers.
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Post by nylefty on Nov 17, 2016 14:50:53 GMT -5
I would just like to point out, that despite all the hope surrounding RLS, we do have a new federal administration coming in January. There are several candidates in the running for the AG, who w/o question, are hostile to the states that are currently allowing cannabis sales for both rec and med sales. Do not be surprised that if one these candidates gets in, he goes after those states to become compliant with federal law. Withholding federal highway funding would be an easy way to get compliance. I'm surprised no one in the national media has said anything about this yet. I started thinking about it the night of Nov. 8. There's the real possibility that CA will never see one single rec cannabis store open for business next year. Cheers. Trump: “In terms of marijuana and legalization, I think that should be a state issue, state-by-state. … Marijuana is such a big thing. I think medical should happen — right? Don’t we agree? I think so. And then I really believe we should leave it up to the states.” Washington Post, October 29, 2015
“I’d say [regulating marijuana]it;s bad. Medical marijuana is another thing, but I think it’s bad and I feel strongly about that. [Moderator: “What about the states’ right aspect of it?”] If they vote for it, they vote for it… But I think, medical marijuana, 100%.” C-SPAN, June 23, 2015
www.theweedblog.com/donald-trump-support-marijuana-legalization/
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Post by ilovekauai on Nov 17, 2016 14:56:20 GMT -5
True, I get that, and really hope I'm wrong in my thinking. However, the fact remains that things Mr. Trump has said, don't always end up that way. Let's see what unfolds in this arena come next Spring. I want RLS to succeed just like many here do too.
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Post by Deleted on Nov 17, 2016 15:02:12 GMT -5
Ackrell Capital projects: 1.Medical and recreational cannabis use will top $40 billion by 2025. 2.Expected nationwide legalization brings the industry value to $100 billion. 3.Recreational cannabis use is legal in WA, CO, OR, AK and DC; medical cannabis is currently legal in 25 states and DC.
Lots of potential $$ for the government with additional savings in enforcement. I am sure this new government is not so stupid.
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Post by nylefty on Nov 17, 2016 15:07:50 GMT -5
True, I get that, and really hope I'm wrong in my thinking. However, the fact remains that things Mr. Trump has said, don't always end up that way. Let's see what unfolds in this arena come next Spring. I want RLS to succeed just like many here do too. Here are more recent quotes from Trump: What has he said?
Bill O’Reilly said legalized marijuana is a $1 billion industry in Colorado and claimed all the “dealers” and “pushers” are going there to “load up on it” and then “zoom around the country selling it.” He then asked Trump if it concerns him, to which Trump responded: “That’s a real problem.”
O’Reilly asked Trump what he would do about it, and Trump responded: “There is another problem. In Colorado, the book isn’t written on it yet, but there is a lot of difficulty in terms of illness and what’s going on with the brain and the mind and what it’s doing. So, you know, it’s coming out probably over the next year or so. It’s going to come out.”
O’Reilly continued to ask what Trump would do about it, and Trump responded: “I would really want to think about that one, Bill. Because in some ways I think it’s good and in other ways it’s bad. I do want to see what the medical effects are. I have to see what the medical effects are and, by the way — medical marijuana, medical? I’m in favor of it a hundred percent. But what you are talking about, perhaps not. It’s causing a lot of problems out there.
O’Reilly then called medical marijuana a “ruse,” to which Trump responded: “But I know people that have serious problems and they did that they really — it really does help them.” The O’Reilly Factor, February 12, 2016 www.mpp.org/2016-presidential-candidates/#Donald
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Post by slugworth008 on Nov 17, 2016 15:59:50 GMT -5
True, I get that, and really hope I'm wrong in my thinking. However, the fact remains that things Mr. Trump has said, don't always end up that way. Let's see what unfolds in this arena come next Spring. I want RLS to succeed just like many here do too. Here are more recent quotes from Trump: What has he said?
Bill O’Reilly said legalized marijuana is a $1 billion industry in Colorado and claimed all the “dealers” and “pushers” are going there to “load up on it” and then “zoom around the country selling it.” He then asked Trump if it concerns him, to which Trump responded: “That’s a real problem.”
O’Reilly asked Trump what he would do about it, and Trump responded: “There is another problem. In Colorado, the book isn’t written on it yet, but there is a lot of difficulty in terms of illness and what’s going on with the brain and the mind and what it’s doing. So, you know, it’s coming out probably over the next year or so. It’s going to come out.”
O’Reilly continued to ask what Trump would do about it, and Trump responded: “I would really want to think about that one, Bill. Because in some ways I think it’s good and in other ways it’s bad. I do want to see what the medical effects are. I have to see what the medical effects are and, by the way — medical marijuana, medical? I’m in favor of it a hundred percent. But what you are talking about, perhaps not. It’s causing a lot of problems out there.
O’Reilly then called medical marijuana a “ruse,” to which Trump responded: “But I know people that have serious problems and they did that they really — it really does help them.” The O’Reilly Factor, February 12, 2016 www.mpp.org/2016-presidential-candidates/#Donald I have even money on Trump moving to legalize it at the federal level. IMO - Ultimately that IS what needs to happen...when is the question.
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Post by mannmade on Nov 17, 2016 16:05:12 GMT -5
Let's not forget that a tax on legal marijuana is a way to offset lost revenue on his proposed tax cuts and will also create jobs.
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Post by Deleted on Nov 17, 2016 17:00:36 GMT -5
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Post by babaoriley on Nov 17, 2016 17:14:25 GMT -5
Let's not forget that a tax on legal marijuana is a way to offset lost revenue on his proposed tax cuts and will also create jobs. Think of the windfall for auto body shops!! Paramedics should see increased business, too. The munchies will result in more Type 2's. Picking stocks while stoned could easily be superior to what we do now. What has taken so long?
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Post by liane on Nov 17, 2016 17:27:19 GMT -5
Let's not forget that a tax on legal marijuana is a way to offset lost revenue on his proposed tax cuts and will also create jobs. Think of the windfall for auto body shops!! Paramedics should see increased business, too. The munchies will result in more Type 2's. Picking stocks while stoned could easily be superior to what we do now. What has taken so long? And what about increased business for ambulance-chasing attorneys?
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