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Post by yossarian on Jan 27, 2016 15:58:14 GMT -5
or maybe not:
MNKD announces extension of the 2.40 warrants that expire on February 6th.
Analysts are stunned that Pfizer is buying AFREZZA as it believes it is the product that overcomes all of EXUBERA shortcomings.
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Post by mnholdem on Jan 27, 2016 16:15:52 GMT -5
I cannot wrap my head around a buyout yet. I think it would seem more likely for CEO Pfeffer to stick with the Mannkind 2.0 Plan script and announce a timeline for ex-U.S. sales of Afrezza. With all the class action ambulance-chasers circling the company, this would not be a good time to say one thing and than do another.
Generating immediate cash through expansion of Afrezza into international jurisdictions was one of the steps listed in the plan summary. Hopefully, they'll even announce the countries where they are planning to sell the world's only commercially available monomer insulin. Also, don't be surprised if they can use the description "Ultra-fast" outside of the U.S.
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Post by patten1962 on Jan 27, 2016 16:23:36 GMT -5
Can you make the argument that a buyout is not the best thing for mannkind!
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Post by mnholdem on Jan 27, 2016 16:37:31 GMT -5
I think that I have been doing just that for a very long time, starting with my "The Monster Is In the Closet" post nearly two years ago, which detailed that the real value lies in the MannKind's Technosphere technology.
Regarding Afrezza, I'm not about to believe that Sanofi is telling the truth when they stated, "Afrezza had low patient demand in spite of our best efforts".
Their effort was laughable and they priced Afrezza to fail among insurers.
Both marketing and competitive pricing of Afrezza can be remedied immediately once MannKind Corporation assumes control of Afrezza again. In the meantime, international sales to select countries will generate immediate cash and countries with centralized-distribution systems may be placing very large initial orders to stock their regional drug distribution centers and hospitals/clinics.
Things are far from bleak, friends. From my point of view, the only thing that sucks is that until the effective date of termination (EDT) of the Sanofi-MannKind License & Collaboration Agreement, which is unofficially April 4, Sanofi will still be able to claim 65% of international sales. If MannKind Corporation manages to land marketing agreements with international countries, they may choose to hold off taking the initial orders until the EDT arrives and then keep 100% of the profits.
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Post by oldfishtowner on Jan 27, 2016 17:01:41 GMT -5
or maybe not: MNKD announces extension of the 2.40 warrants that expire on February 6th. Analysts are stunned that Pfizer is buying AFREZZA as it believes it is the product that overcomes all of EXUBERA shortcomings. Other possible items: A renegotiation of existing notes from Deerfield and a new $100 or $200 million note from Deerfield, with possible conversion to stock at $2/share. Facilitated by the RLS deal that provides a potential milestone/royalty revenue stream. Progress in negotiations for improved coverage of Afrezza by insurers and PBMs and negotiations with contract sales force. MNKD hiring the top dozen Afrezza sales reps from Sanofi. TV ads coming in March, Sanofi will share the cost of the sales reps hired by MNKD and the TV ads until July. Non-US Afrezza partnership(s) This is more of a wish list than things I expect to hear, except possibly something with regard to the Deerfield financing. I don't expect a sale of the company at this time.
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Post by peppy on Jan 27, 2016 18:00:34 GMT -5
I want to -Hear if this conference call starts out with Mannkind news. -is there any truth to the "Mannkind exploring sale news." ?? - I want to know what the plan is NOW. ?? Questions from there.
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Post by bioexec25 on Jan 27, 2016 18:51:06 GMT -5
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Post by od on Jan 27, 2016 19:03:14 GMT -5
Announcement of dividends beginning in quarter 3 would be nice. I suggest to the moderators that 'terms and conditions' include that posters must reside on planet earth.
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Post by rravis1914 on Jan 27, 2016 19:16:36 GMT -5
Yossarian,
You said that Pfizer is buying Afrezza/Mankind?? If true it will be astonishing news.
Do you have a link??
RRAVIS1914
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Post by liane on Jan 27, 2016 19:25:35 GMT -5
I'm with you odThe board is getting out of hand lately; even people I normally respect are posting wide-eyed ideas. It's beginning to sound like YMB - which I thought you all were trying to escape. So everyone, please let's keep it real. If you're going to post some outrageous MNKD valuation, you need to at least give your time frame and reasoning. Failure to adhere to this will get your post deleted.
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Post by trondisc on Jan 27, 2016 20:39:30 GMT -5
I just want future confirmations that MannKind/Technosphere can blossom long-term to challenge the status quo in modern medicine: wireless inhalable monitoring devices. I'm super p*ssed off that Novartis & Qualcomm are already AHEAD OF THE CURVE BEFORE Alphabet. Verily was created for this very reason...Andy Conrad wtf are you doing hesitating to change the world?
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Post by kball on Jan 27, 2016 20:45:43 GMT -5
I think a very good thing to announce would be a renegotiation of insulin purchase agreement
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Post by dreamboatcruise on Jan 27, 2016 20:58:57 GMT -5
or maybe not: MNKD announces extension of the 2.40 warrants that expire on February 6th. Analysts are stunned that Pfizer is buying AFREZZA as it believes it is the product that overcomes all of EXUBERA shortcomings. Other possible items: A renegotiation of existing notes from Deerfield and a new $100 or $200 million note from Deerfield, with possible conversion to stock at $2/share. Facilitated by the RLS deal that provides a potential milestone/royalty revenue stream. Is Deerfield headquartered at the North Pole?Progress in negotiations for improved coverage of Afrezza by insurers and PBMs and negotiations with contract sales force. Too early to have a deal done with insurers and they aren't going to update us on mid-negotiations with anyone.MNKD hiring the top dozen Afrezza sales reps from Sanofi. Yes... why not scoop up all 12 of them if there actually were that many TV ads coming in March, Likely no announcement of that unless very targeted approach. Would have to be something local to where they have the clinics, and reasonable insurance. Maybe the JAC had already approved TV ads some run before the official end of the partnership, though I doubt it.Sanofi will share the cost of the sales reps hired by MNKD and the TV ads until July. Non-US Afrezza partnership(s) This is more of a wish list than things I expect to hear, except possibly something with regard to the Deerfield financing. I don't expect a sale of the company at this time.
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Post by smwill77 on Jan 27, 2016 21:00:35 GMT -5
I'm with you odThe board is getting out of hand lately; even people I normally respect are posting wide-eyed ideas. It's beginning to sound like YMB - which I thought you all were trying to escape. So everyone, please let's keep it real. If you're going to post some outrageous MNKD valuation, you need to at least give your time frame and reasoning. Failure to adhere to this will get your post deleted. Don't you think you're taking this board a little too seriously? This is still an anonymous on line message board for small time retail investors (me included). None of us sit on the board of directors here...
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Post by dreamboatcruise on Jan 27, 2016 21:03:48 GMT -5
I think a very good thing to announce would be a renegotiation of insulin purchase agreement Good point. That is a rather looming issue. Likely one of the things MNKD will use with leverage regarding settlement with SNY... "hey SNY, you mislead us with wild projections and we committed ourselves financially based on those" Of course... "hey MNKD, we gave you upfront payments more than enough to cover that."
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