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Post by hawaiiguy42 on Jan 23, 2016 16:00:47 GMT -5
Have any of you not have a clue what Receptor Life Sciences is about and relations to Mannkind.
Well neither do I but you should thanks your lucky stars that "No One Does." There's a reasons for that! Think about it for just a nano second... it hit me the day it was announced and when I did some DD via Google.
No one and I mean absolutely "no one," can write FUD about this deal... not AF, not MF, not MS, not GS, not JPM, NO ONE... GET IT! No one! Now that I got that out of my system, think a little deeper and you will find other reasons as to why!
When the ball gets rolling and little by little Mannkind expounds on their milestones/progression (I don't mean payments), all of the above mentioned will be in awwwhhhhhh and the shorts will be in the awwwwwwwwwwhhhh shit factor mode!
That is what Receptor Life Sciences is about and you can take that to the bank!
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Post by dreamboatcruise on Jan 23, 2016 16:11:02 GMT -5
I printed it and took it to my broker... they say it doesn't satisfy a margin call.
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Post by mnkdfann on Jan 23, 2016 17:32:09 GMT -5
No one and I mean absolutely "no one," can write FUD about this deal... not AF, not MF, not MS, not GS, not JPM, NO ONE... GET IT! No one! And yet they are. |
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Post by stevil on Jan 23, 2016 17:51:27 GMT -5
So you're saying that it's better to have a partner that no one has heard about, no one has any idea regarding their financial stability, their ability to advertise and bring a drug successfully to market, if their business model is sustainable, practical, and effective, how many employees they have, how much of the drug they're capable of producing and selling, how quickly they plan on delivering the drugs to market, etc?
I'm not sure people here really evaluate things honestly. I get the feeling they try to spin every negative into a positive. That's great in real life and in things they can "control". However, this doesn't translate into the business world, mostly because the success of MNKD is outside of our control. You're only fooling yourself if you keep spinning things to fit your idea of what you want MNKD to be rather than evaluating the situation honestly and seeing it for what it really is.
I would agree that this was a better deal than partnering with an Indian company who might have a reputation for making subpar formulations (sub AB rating) of their drugs. In other words, I'll grant you that partnering with an unknown company was better than a company with a bad reputation. But I think you're really grasping at straws right now if you're trying to spin this into a positive. It would have been much better to have partnered with a well-known company with a good reputation.
One last thing. FUD hasn't been the reason we are where we are. I'm unsure of why some on here are so fascinated with FUD. If we had a product that was lighting up the sales numbers, there wouldn't be anything negative to write about. As I've been trying to repeat over and over and over, nearly all of the FUD about Afrezza and MNKD has been correct. The problem isn't FUD, it's lagging sales and the inability to properly market drugs. People are focusing on the wrong things for their investment planning.
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Post by dictatorsaurus on Jan 23, 2016 17:55:50 GMT -5
Its safe to say we are all well beyond the stage of worrying about shorts, FUD, Shkreli, gs...etc
We need to see results and we need to see them fast. Time is NOT on our side. MNKD is running out of money and Afrezza is simply not selling.
Matt and the crew are doing their best. But I'm afraid it might be too little too late. Hope I'm proven wrong.
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Post by hawaiiguy42 on Jan 23, 2016 18:05:13 GMT -5
So you're saying that it's better to have a partner that no one has heard about, no one has any idea regarding their financial stability, their ability to advertise and bring a drug successfully to market, if their business model is sustainable, practical, and effective, how many employees they have, how much of the drug they're capable of producing and selling, how quickly they plan on delivering the drugs to market, etc? I'm not sure people here really evaluate things honestly. I get the feeling they try to spin every negative into a positive. That's great in real life and in things they can "control". However, this doesn't translate into the business world, mostly because the success of MNKD is outside of our control. You're only fooling yourself if you keep spinning things to fit your idea of what you want MNKD to be rather than evaluating the situation honestly and seeing it for what it really is. I would agree that this was a better deal than partnering with an Indian company who might have a reputation for making subpar formulations (sub AB rating) of their drugs. In other words, I'll grant you that partnering with an unknown company was better than a company with a bad reputation. But I think you're really grasping at straws right now if you're trying to spin this into a positive. It would have been much better to have partnered with a well-known company with a good reputation. One last thing. FUD hasn't been the reason we are where we are. I'm unsure of why some on here are so fascinated with FUD. If we had a product that was lighting up the sales numbers, there wouldn't be anything negative to write about. As I've been trying to repeat over and over and over, nearly all of the FUD about Afrezza and MNKD has been correct. The problem isn't FUD, it's lagging sales and the inability to properly market drugs. People are focusing on the wrong things for their investment planning. I'm not trying to put a spin on anything. Bottom line is, you don't know what you don't know... and that's what we call in the Army, "surprise element." Everyone else (naysayers and longs) can spin it however they wish. In my opinion it leaves the naysayers with "nothing" at this point so whatever they choose to write, whatever is said on the YMB, and whatever is said here sometimes is better left unsaid... hint! Everyone is pondering the 5 W's, I say keep the FUDSTERS guessing. It just maybe a rude awakening. |
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Post by hawaiiguy42 on Jan 23, 2016 18:06:51 GMT -5
Now let me do a little Hula!  |
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Post by stevil on Jan 23, 2016 18:17:38 GMT -5
So you're saying that it's better to have a partner that no one has heard about, no one has any idea regarding their financial stability, their ability to advertise and bring a drug successfully to market, if their business model is sustainable, practical, and effective, how many employees they have, how much of the drug they're capable of producing and selling, how quickly they plan on delivering the drugs to market, etc? I'm not sure people here really evaluate things honestly. I get the feeling they try to spin every negative into a positive. That's great in real life and in things they can "control". However, this doesn't translate into the business world, mostly because the success of MNKD is outside of our control. You're only fooling yourself if you keep spinning things to fit your idea of what you want MNKD to be rather than evaluating the situation honestly and seeing it for what it really is. I would agree that this was a better deal than partnering with an Indian company who might have a reputation for making subpar formulations (sub AB rating) of their drugs. In other words, I'll grant you that partnering with an unknown company was better than a company with a bad reputation. But I think you're really grasping at straws right now if you're trying to spin this into a positive. It would have been much better to have partnered with a well-known company with a good reputation. One last thing. FUD hasn't been the reason we are where we are. I'm unsure of why some on here are so fascinated with FUD. If we had a product that was lighting up the sales numbers, there wouldn't be anything negative to write about. As I've been trying to repeat over and over and over, nearly all of the FUD about Afrezza and MNKD has been correct. The problem isn't FUD, it's lagging sales and the inability to properly market drugs. People are focusing on the wrong things for their investment planning. I'm not trying to put a spin on anything. Bottom line is, you don't know what you don't know... and that's what we call in the Army, "surprise element." Everyone else (naysayers and longs) can spin it however they wish. In my opinion it leaves the naysayers with "nothing" at this point so whatever they choose to write, whatever is said on the YMB, and whatever is said here sometimes is better left unsaid... hint! Everyone is pondering the 5 W's, I say keep the FUDSTERS guessing. It just maybe a rude awakening. Your argument could just as easily be spun the other way. If no one knows anything about them, there won't be any way to refute anything negative they could say about them... Like the points I eluded to above. People who have an agenda will find a way to carry it out regardless of whether it's based in fact or not. Anyone can sue anyone at any given time for anything. It's up to a judge to decide if that lawsuit is credible or not. In this situation, that judge would be us. It's up to each of us to determine whether or not what is written has merit or not. But like I said, I'm not really even sure why it matters... It's not going to help us in any way. They either sell the drugs and increase sales and revenue, or they don't. I think you're spending energy in the wrong places. As dictatorsaurus said, we're past the point of FUD mattering. It's time to put up or shut up. The only thing that can save or hurt us going forward are sales. That is where you should focus your attention. Will this company be able to sell enough to stay in business first, then be profitable and sustainable if they can. That's really all that matters right now. We don't have enough time for anything else. |
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Post by mnkdfann on Jan 23, 2016 18:58:43 GMT -5
Have any of you not have a clue what Receptor Life Sciences is about and relations to Mannkind. Well neither do I but you should thanks your lucky stars that "No One Does." There's a reasons for that! Think about it for just a nano second... it hit me the day it was announced and when I did some DD via Google. And goodness knows, no one ever went wrong doing DD via Google. |
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Post by jpg on Jan 23, 2016 22:23:23 GMT -5
Have any of you not have a clue what Receptor Life Sciences is about and relations to Mannkind. Well neither do I but you should thanks your lucky stars that "No One Does." There's a reasons for that! Think about it for just a nano second... it hit me the day it was announced and when I did some DD via Google. No one and I mean absolutely "no one," can write FUD about this deal... not AF, not MF, not MS, not GS, not JPM, NO ONE... GET IT! No one! Now that I got that out of my system, think a little deeper and you will find other reasons as to why! When the ball gets rolling and little by little Mannkind expounds on their milestones/progression (I don't mean payments), all of the above mentioned will be in awwwhhhhhh and the shorts will be in the awwwwwwwwwwhhhh shit factor mode! That is what Receptor Life Sciences is about and you can take that to the bank! How did the last 'no name partner' thing work our again? When is the last time you heard of a single milestone (or anything else for that matter) from the deal they made with Tolero? They were supposed to get an upfront milestone if I recall correctly. Hmmm... Why is this deal so different from the Tolero deal? |
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Post by charleyd on Jan 24, 2016 0:56:12 GMT -5
Have any of you not have a clue what Receptor Life Sciences is about and relations to Mannkind. Well neither do I but you should thanks your lucky stars that "No One Does." There's a reasons for that! Think about it for just a nano second... it hit me the day it was announced and when I did some DD via Google. No one and I mean absolutely "no one," can write FUD about this deal... not AF, not MF, not MS, not GS, not JPM, NO ONE... GET IT! No one! Now that I got that out of my system, think a little deeper and you will find other reasons as to why! When the ball gets rolling and little by little Mannkind expounds on their milestones/progression (I don't mean payments), all of the above mentioned will be in awwwhhhhhh and the shorts will be in the awwwwwwwwwwhhhh shit factor mode! That is what Receptor Life Sciences is about and you can take that to the bank! How did the last 'no name partner' thing work our again? When is the last time you heard of a single milestone (or anything else for that matter) from the deal they made with Tolero? They were supposed to get an upfront milestone if I recall correctly. Hmmm... Why is this deal so different from the Tolero deal? I guess I never knew, or had forgotten about the Tolero deal, which is detailed in the link: investors.mannkindcorp.com/releasedetail.cfm?ReleaseID=792150A perusal of the Tolero website reveals that after almost four years, their BTK Inhibitor program, on which the MNKD collaboration is based, is the least developed of their candidates.  You are right. The Receptor deal could lead to nothing, just like the Tolero deal, and the price action since the announcement reflects this sentiment. One difference though is that the BTK Inhibitor associated with the Tolero deal was and is still at the preclinical stage, whereas the Receptor deal is based upon the FDA-approved Technosphere platform. I am dubious about Receptor, and all of the secrecy, but if they are a legitimate concern, they have a proven technology to work with. Let's hope that Receptor's drug candidates are worth a flip. For that matter, let's hope that Receptor is associated with an established and viable enterprise that has, you know, things like people and buildings, so that there is some promise of something tangible getting done sometime soon. |
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Post by sluggobear on Jan 24, 2016 2:25:35 GMT -5
Unfortunately this strikes me as a Wizard of Oz kind of thing,"don't pay attention to the man behind the curtain". It is hard not to be skeptical and cynical at this point. And given that we know nothing about Receptor, to me that suits the situation better than being ridiculously hopeful that there may be some surprise, e.g. big drug company or billionaire behind Receptor Life Sciences. Maybe Receptor is just a front company for IP collection and it is being used to leverage financing from VC. The only thing that gives me pause in this cynical analysis, that this is just a front operation, is that Matt has said there is significant financial backing and somehow? will be able to come up with 100 million dollars in milestones.
But at the end of the day we are really left with a distraction because what we really need to see is a huge turn around in sales for afrezza, and very soon.
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Post by coo2002coo on Jan 24, 2016 6:36:35 GMT -5
Does the following description fit in the (financial) background of RLS?
We take pride in our team's strategic and collaborative approach, and are uniquely suited to excel at:
Fueling the engine of innovation. XXX focuses on attracting outstanding researchers, constructing state-of-the-art facilities, and supporting promising students.
Bridging the commercialization gap. Through our commercialization gap funding and programs, XXX provides the advice and funds to bridge the gap between innovative idea and marketable product.
Launching Washington businesses. Our venture fund, XXX Capital, specializes in spinouts from Washington nonprofit research institutions. We offer the knowledge, connections and funding that young companies need to succeed.
We support a cycle of prosperity. When XXX opened its doors in 1981, our founders X, Y, Z had an ambitious vision. They wanted to capture and enhance the value of intellectual property arising from the state’s research institutions in order to support additional research and scholarship. As an independent, nonprofit foundation, WRF has the autonomy to invest in big ideas over the long term.
XXX is recognized as one of the foremost technology transfer organizations in the nation. XXX Capital is one of the leading venture capitalists in the Northwest. Our financial returns are invested back into research and initiatives that support new company spinouts. We help to create a vibrant research and enterprise community.
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Post by mnholdem on Jan 24, 2016 10:32:16 GMT -5
[Clipped] I would agree that this was a better deal than partnering with an Indian company who might have a reputation for making subpar formulations (sub AB rating) of their drugs. In other words, I'll grant you that partnering with an unknown company was better than a company with a bad reputation. But I think you're really grasping at straws right now if you're trying to spin this into a positive . It would have been much better to have partnered with a well-known company with a good reputation.
One last thing. FUD hasn't been the reason we are where we are. I'm unsure of why some on here are so fascinated with FUD. If we had a product that was lighting up the sales numbers, there wouldn't be anything negative to write about. As I've been trying to repeat over and over and over, nearly all of the FUD about Afrezza and MNKD has been correct. The problem isn't FUD, it's lagging sales and the inability to properly market drugs. People are focusing on the wrong things for their investment planning. So it would have been better to partner with a company like Sanofi, in other words? I would think investors understand that there's a HUGE difference between lagging sales due to a partner's inability to properly market a drug and a partner's decision not to properly market that drug because doing so is not in their new CEO's business interests. I also think that evaluating new partnerships and steps being made for the future of the company is exactly the things investors should be focusing on for investment planning. Shareholders finally have received guidance from management - aka MannKind 2.0 - and the new CEO promptly delivered the first of many items listed in their plans. This is why I think your evaluation of Receptor is misguided and is truly poor advice. The Receptor L&C Agreement is not, nor has it ever been, about accessing cash in the near term. The cash needed to extend MannKind's business future (perhaps indefinitely) is to immediately take Afrezza sales outside the U.S., as stated by CEO Pfeffer. Perhaps you should re-evaluate your analysis rather than try to teach us how to invest? Good fortune to all. |
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Post by stevil on Jan 24, 2016 11:23:23 GMT -5
[Clipped] I would agree that this was a better deal than partnering with an Indian company who might have a reputation for making subpar formulations (sub AB rating) of their drugs. In other words, I'll grant you that partnering with an unknown company was better than a company with a bad reputation. But I think you're really grasping at straws right now if you're trying to spin this into a positive . It would have been much better to have partnered with a well-known company with a good reputation.
One last thing. FUD hasn't been the reason we are where we are. I'm unsure of why some on here are so fascinated with FUD. If we had a product that was lighting up the sales numbers, there wouldn't be anything negative to write about. As I've been trying to repeat over and over and over, nearly all of the FUD about Afrezza and MNKD has been correct. The problem isn't FUD, it's lagging sales and the inability to properly market drugs. People are focusing on the wrong things for their investment planning. So it would have been better to partner with a company like Sanofi, in other words? I would think investors understand that there's a HUGE difference between lagging sales due to a partner's inability to properly market a drug and a partner's decision not to properly market that drug because doing so is not in their new CEO's business interests. I also think that evaluating new partnerships and steps being made for the future of the company is exactly the things investors should be focusing on for investment planning. Shareholders finally have received guidance from management - aka MannKind 2.0 - and the new CEO promptly delivered the first of many items listed in their plans. This is why I think your evaluation of Receptor is misguided and is truly poor advice. The Receptor L&C Agreement is not, nor has it ever been, about accessing cash in the near term. The cash needed to extend MannKind's business future (perhaps indefinitely) is to immediately take Afrezza sales outside the U.S., as stated by CEO Pfeffer. Perhaps you should re-evaluate your analysis rather than try to teach us how to invest? Good fortune to all. You raise good points. Yes, to answer your question, it would have been better to partner with SNY than RLS. I'm afraid you made a straw man fallacy out of my argument. You added words that weren't mine, nor were my original intention. For starters, look at what happened when we partnered with SNY. The SP jumped immediately on the news. Could have been that it was simply because we had ANY partner, but the street looked much more favorably on that partnership than the most recent one. Next, the events that happened with SNY were simply a series of unfortunate events. I don't think there is anyone here who would deny that if Viehbacher were still CEO of SNY that our history would more than likely have played out much differently. The problem wasn't the partner, it was the direction the partner turned after inking the deal. I'd like to add that I never discouraged anyone from evaluating a partner. I would absolutely agree that doing so would be an integral part of investment planning. The original premise was that FUD could not effect this partnership since it was an unknown company, not whether this was a good partnership or not. I simply argued that 1. FUD wouldn't desist simply because it was an unknown company and 2. FUD would be irrelevant to our success/failure as a company. The only thing that matters is sales and $$$. The point of my argument was that it's silly to keep blaming FUD for where we're currently at with our SP. FUD didn't get us here and FUD can't keep us here. The only reason we are where we are as a company is because we're not making any money. I'm not sure where the disconnect is... I feel like people add words to my argument or are constantly taking me out of context. I'm not sure if it's because I'm not communicating well or because there are other preconceived notions supplying context that I'm not providing. In any case, I wasn't trying to give investment advice to anyone. I'm certainly no expert, however, the obsession with FUD is really confusing to me on this board. I won't deny that it seems the deck is stacked against us for whatever reason(s) and that there is resistance from unknown sources. It's my opinion, however, that those forces shouldn't matter. The drug will penetrate the market if it's as amazing as we think, or it won't and it was never going to anyway. The reason the FUD obsession makes no sense to me is because if it's really as bad as people say it is, we're screwed anyway. If the resistance has infiltrated as far as the FDA and insurance companies, we never stood a chance to begin with. I often get asked why I haven't capitulated yet... in this instance, I'd turn the question and ask the same! So really, FUD either makes no difference or it's the only thing that matters when a company cannot survive long enough to change perceptions organically. In either case, obsessing over it doesn't make sense... Decide your stance and then go from there. If you really think it's that big of a deal, get out. If not, focus your efforts and research elsewhere on things that matter- like how we'll increase sales, get more cash, etc. THAT was my point. Hopefully that makes a little more sense... Finally, I've stated in many other threads what you said at the bottom. This deal was never meant to infuse upfront cash into the company and its sole purpose was to prolong our life so Afrezza can gain traction. I'm aware that is what Matt said at the JPM conference. I would certainly agree evaluating this deal- and partner- in these terms is what should be focused on. That was my entire argument. Everything else is just noise. I would like to apologize for being so abrasive. I have strong opinions and I must not be smoothing the edges enough while communicating. I'll try to do a better job going forward. |
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