marsie
Lab Rat
computer programmer
Posts: 26 
|
Post by marsie on Jan 23, 2016 23:35:52 GMT -5
1
Afrezza works better with T2 and monitoring, that is what I heard from results of trial. Very Well!
2
TS signed with Receptor, sounds like with Recptor's drug, not selling TS patent or anything. It means others can sign on with MNKD also.
3
MNKD can sell a right to some partner to apply approval in Japan, EU, Australia, India, China.
Huge market.
I seriously doubt all of them would be like FDA of US.
4
MNKD needs to learn to deal with wall street, and learn from stories of failed companies. There are many of them, if executives/boards willing to find and listen about it.
MNKD needs to act like a company like APPLE or some other efficiently run silicon valley company.
MNKD is in the stage, if it strives all employee will bring home $$$$ to pay bills and kids' tuition, otherwise, stock is worthless.
Mine is still heavily under water, but as investor, I am not worried. We have values in hand.
|
|
|
|
Post by dreamboatcruise on Jan 24, 2016 3:52:20 GMT -5
5
I had a couple of shots of Laphroaig (maybe they were doubles), so totally with you on not worrying... until of course tomorrow morning, then a more sober assessment of the situation will set the worry back in motion.
|
|
|
|
Post by garrett on Jan 24, 2016 7:03:24 GMT -5
1 Afrezza works better with T2 and monitoring, that is what I heard from results of trial. Very Well! 2 TS signed with Receptor, sounds like with Recptor's drug, not selling TS patent or anything. It means others can sign on with MNKD also. 3 MNKD can sell a right to some partner to apply approval in Japan, EU, Australia, India, China. Huge market. I seriously doubt all of them would be like FDA of US. 4 MNKD needs to learn to deal with wall street, and learn from stories of failed companies. There are many of them, if executives/boards willing to find and listen about it. MNKD needs to act like a company like APPLE or some other efficiently run silicon valley company. MNKD is in the stage, if it strives all employee will bring home $$$$ to pay bills and kids' tuition, otherwise, stock is worthless. Mine is still heavily under water, but as investor, I am not worried. We have values in hand. True - unless they run out of cash before their products generate sufficient cash flow to support their operations. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 24, 2016 8:46:37 GMT -5
A few foreign Afrezza partnerships should provide MannKind with sufficient cash for it not to be an issue.
|
|
|
|
Post by daduke38 on Jan 24, 2016 8:56:57 GMT -5
A few foreign Afrezza partnerships should provide MannKind with sufficient cash for it not to be an issue. A good point, but they need to happen soon and MNKD has got to find a way to market this PROPERLY in the USA. I believe so strongly in Afrezza and the TS technology, but MNKD needs cash. They get that going, we will get there! |
|
|
|
Post by bioexec25 on Jan 24, 2016 9:09:51 GMT -5
Marsie - I'm with you and well said. The cash issue is daunting but I would think it very likely to have been discussed already within the context of the TS deal. It's in RLS interest for Mnkd to be solvent at a minimum through the tech transfer. Don't recall when that exactly is but my logic is that gives a fairly decent runway for making another deal and of course increase scripts.
I recall a license deal where we actually even revised the deal and stepped in with cash to protect our interests. However, I think the terms in this deal coupled with any other deals and/or increased sales will get us well into 2017 imo.
|
|
|
|
Post by mnholdem on Jan 24, 2016 11:09:06 GMT -5
I imagine that many worried investors will break into a happy dance when ex-U.S. launch timelines are announced in a few weeks.
|
|
nsmyth
Lab Rat
Posts: 43 
Sentiment: Long
|
Post by nsmyth on Jan 24, 2016 11:54:49 GMT -5
1 Afrezza works better with T2 and monitoring, that is what I heard from results of trial. Very Well! 2 TS signed with Receptor, sounds like with Recptor's drug, not selling TS patent or anything. It means others can sign on with MNKD also. 3 MNKD can sell a right to some partner to apply approval in Japan, EU, Australia, India, China. Huge market. I seriously doubt all of them would be like FDA of US. 4 MNKD needs to learn to deal with wall street, and learn from stories of failed companies. There are many of them, if executives/boards willing to find and listen about it. MNKD needs to act like a company like APPLE or some other efficiently run silicon valley company. MNKD is in the stage, if it strives all employee will bring home $$$$ to pay bills and kids' tuition, otherwise, stock is worthless. Mine is still heavily under water, but as investor, I am not worried. We have values in hand. -- agree with everything, instead of Apple, maybe Tesla is a more apt aspiration at this stage (hopefully we will be talking 'Apple like' in 5 to 10 years!). Tesla is disrupting the way cars are built and sold. much like TS is disrupting how drugs are delivered and sold. in retrospect the deal with Sanofi would be akin to Tesla allowing existing dealers seek Tesla cars. Tesla did not allow this because they knew that those selling gasoline cars would not be incentivized to sell electric cars at the expense of their cash cow, the gasoline car. this is like Sanofi selling Afrezza at the expense of its own insulin products. The sales force was paying the mortgage by selling the old way and they would not want to jeopardize that so they didn't push Afrezza. So a hard lesson was learned and now MNKD is on its way towards disruption in how to sell as well. MNKD has to approach sales differently - a partnership with any competing drug company (i.e. sells the old way) will not work. It will be hard, the old guard will be fighting this all the way, as they have, but once MKND crosses the chasm (if they make it!), it will be known as one of those rare investments that made a lot of people wealthy. if they don't make it, well investors could lose it all. GLTA. I am long and staying long. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 24, 2016 12:51:54 GMT -5
I imagine that many worried investors will break into a happy dance when ex-U.S. launch timelines are announced in a few weeks. That would end the doom and gloom hanging over MannKind. |
|
|
|
Post by lakers on Jan 24, 2016 13:25:10 GMT -5
Marsie - I'm with you and well said. The cash issue is daunting but I would think it very likely to have been discussed already within the context of the TS deal. It's in RLS interest for Mnkd to be solvent at a minimum through the tech transfer. Don't recall when that exactly is but my logic is that gives a fairly decent runway for making another deal and of course increase scripts. I recall a license deal where we actually even revised the deal and stepped in with cash to protect our interests. However, I think the terms in this deal coupled with any other deals and/or increased sales will get us well into 2017 imo. I agree that RLS wouldn't sign a deal if Mnkd couldn't assure them of its own survival for at least a few years. Note that RLS is backed by some prominent entity. Vulcan Capital crossed my mind ? Mnkd can't fool them about its runway. Why waste time with a company about to go BK? I heard of how Mnkd proved to RLS it wouldn't fold in a few years. Although I can't verify that 100%, hope Matt will soon. Perhaps that's why Matt wanted to meet investors after full BoD meeting 2/18 and before ER 2/29? "We can confirm that the company is funded by an important investor group, supported by prominent business leaders in the Seattle area. Alfred Mann is not an investor or in any way affiliated with Receptor. MannKind did significant diligence in regards to Receptor and its financial backers, and came away quite impressed." Another Seattle VC crossed my mind is: Robert Nelsen, co-founder of Seattle-based venture-capital firm Arch Venture Partners, which controls stakes worth about $1 billion in nearly a half dozen companies pursuing immunotherapy and other cancer treatments. Arch owns about $470 million in shares of Juno, a company Arch co-founded, as well as $78 million of bluebird. “I have been creating biotech companies for 28 years and this is the first one where the jaded doctors who have seen everything and have lost hope are shaking their heads in amazement,” said Mr. Nelsen, a managing director at Arch, which manages more than $2 billion. |
|
|
|
Post by garrett on Jan 24, 2016 13:46:40 GMT -5
A few foreign Afrezza partnerships should provide MannKind with sufficient cash for it not to be an issue. Agreed, but what's the hold up? The management team needs to starting making things happen. |
|
|
|
Post by bill on Jan 24, 2016 14:53:20 GMT -5
A few foreign Afrezza partnerships should provide MannKind with sufficient cash for it not to be an issue. Agreed, but what's the hold up? The management team needs to starting making things happen. How many days should Matt be given to do that; 5, 10? I'm an impatient person by nature, but partnerships don't get signed overnight. My guess is that at least two to three months is required from the time discussions start until the lawyers finish their work and everyone signs. |
|
|
|
Post by esstan2001 on Jan 24, 2016 14:54:37 GMT -5
A few foreign Afrezza partnerships should provide MannKind with sufficient cash for it not to be an issue. Agreed, but what's the hold up? The management team needs to starting making things happen. The reality is that it has been 19 days since Sanofi gave notice. In that short time, we have selected a CEO and established a TS deal, and are obviously working on getting Afrezza deals in place (foreign regional, clinics, and a US partnership). The urgency must be obvious to the CEO / CFO. Rome was not built in a day. |
|
