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Post by lakers on Jan 30, 2016 11:27:58 GMT -5
Mnkd removed slide #9 from their original presentation that included 12 drug candidates they were researching for Technosphiere. Why doesn't Mannkind have that slide now available for viewing under the"Spot Light" Link, and why did Mannkind quickly remove the original JP Morgan link that contained it ? Treprostinil+PDE5 Inhibitor PAH Partnership TBA next on 2/3/16? screencast.com/t/c2xjgEILYpHakan said during the 3Q Call. "As I mentioned last quarter, we were pleased to welcome the new Chief Medical Officer leading the development team. And in the last couple of months, our development group has been very busy moving ahead with the formulation work on the pulmonary hypertension program, as well as lining up a dozen more product candidates with commercial potential. And there is no way we can fund all of this potential activity, so we have also initiated discussions with several firms that could participate in product development as strategic or financial partners." With input from Kevinmik. |
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Post by mike0475 on Jan 30, 2016 11:47:08 GMT -5
Good catch lakers! Wonder why they removed that slide, or even why they presented even in 2.0.. what happen to competitive reason to not disclose certain info.
I assume you work in the CA office, or remotely for the CA office these days?
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Post by patten1962 on Jan 30, 2016 11:57:36 GMT -5
Good catch lakers! Wonder why they removed that slide, or even why they presented even in 2.0.. what happen to competitive reason to not disclose certain info. I assume you work in the CA office, or remotely for the CA office these days? Maybe if you ask on Facebook? They are good about replying quickly. |
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Post by peppy on Jan 30, 2016 11:59:27 GMT -5
Mnkd removed slide #9 from their original presentation that included 12 drug candidates they were researching for Technosphiere. Why doesn't Mannkind have that slide now available for viewing under the"Spot Light" Link, and why did Mannkind quickly remove the original JP Morgan link that contained it ? Treprostinil+PDE5 Inhibitor PAH Partnership TBA next on 2/3/16? screencast.com/t/c2xjgEILYpHakan said during the 3Q Call. "As I mentioned last quarter, we were pleased to welcome the new Chief Medical Officer leading the development team. And in the last couple of months, our development group has been very busy moving ahead with the formulation work on the pulmonary hypertension program, as well as lining up a dozen more product candidates with commercial potential. And there is no way we can fund all of this potential activity, so we have also initiated discussions with several firms that could participate in product development as strategic or financial partners." When the JPM healthcare conference call information on the mankind site appeared, the statement, that this information (JPM presentation) would be on the site until, and a date was given. I see think talk on the YMB about the slide. frankly, I do not see this. touching the elephants tale.
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Post by cgiscgis on Jan 30, 2016 11:59:49 GMT -5
Maybe someone requested the information to be removed!?
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Post by cgiscgis on Jan 30, 2016 12:01:08 GMT -5
Why is it that the MannKind website doesn't show a traditional product candidates pipeline chart? Their website looks so outdated; really needs a massive makeover with focus on social media, videos, etc.
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Post by suebeeee1 on Jan 30, 2016 12:34:10 GMT -5
Two answers:
A. Maybe one has moved to more than an idea phase
B. Maybe one has been removed from the list
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Post by suebeeee1 on Jan 30, 2016 12:34:37 GMT -5
Third possible answer:
Maybe TECHNOSPHERE has been sold and the pipeline with it!
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Post by lakers on Jan 30, 2016 13:50:15 GMT -5
Third possible answer: Maybe TECHNOSPHERE has been sold and the pipeline with it! No way TS is sold before Afrezza as Mnkd at its core is a drug dev co. or reduced to a licensing co. earning royalty. Afrezza is likely sold before TS or they are sold together. If RLS's RA, MS, Alzheimer's become BB, Mnkd could have multi-billion mkt cap again. |
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Post by mnkdfann on Jan 30, 2016 14:24:37 GMT -5
Mnkd removed slide #9 from their original presentation that included 12 drug candidates they were researching for Technosphiere. Why doesn't Mannkind have that slide now available for viewing under the"Spot Light" Link, and why did Mannkind quickly remove the original JP Morgan link that contained it ? Very 1984ish. Rewrite history and consign any earlier documents to the memory-hole. Love Big Brother, I mean, Mannkind.  |
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Post by cjc04 on Jan 30, 2016 14:43:13 GMT -5
Lakers,
You mentioned a BOD meeting was just scheduled to happen in a few weeks. Any other thoughts on it?
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Post by lakers on Jan 30, 2016 15:39:33 GMT -5
Lakers, You mentioned a BOD meeting was just scheduled to happen in a few weeks. Any other thoughts on it? Note that Ray will present at 2/3 meeting. So, there must be an update related to TS, a mere 2.5 weeks after 1/13 CC, in addition to slide 9 removal. It's unusual that we have 3 important events in a single month: 2/3 SH CC, 2/18 BoD, 2/29 ER. This is the first time in Mnkd history that happens for a tight lipped co. |
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Post by cjc04 on Jan 30, 2016 15:50:04 GMT -5
Lakers, You mentioned a BOD meeting was just scheduled to happen in a few weeks. Any other thoughts on it? Note that Ray will present at 2/3 meeting. So, there must be an update related to TS in addition to slide 9 removal. It's unusual that we have 3 important events in a single month: 2/3 SH CC, 2/18 BoD, 2/29 ER. This is the first time in Mnkd history that happens for a tight lipped co. I was thinking the same, which is why I was wondering if you had any thoughts on the BoD meeting. Something to vote on maybe? I also noted that Ray being there is a good sign that the cc isn't a response to a bad meeting with Deerfield and the rumors of desperate sales liquidation for debt holders. |
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Post by suebeeee1 on Jan 30, 2016 16:20:27 GMT -5
Third possible answer: Maybe TECHNOSPHERE has been sold and the pipeline with it! No way TS is sold before Afrezza as Mnkd at its core is a drug dev co. or reduced to a licensing co. earning royalty. Afrezza is likely sold before TS or they are sold together. If RLS's RA, MS, Alzheimer's become BB, Mnkd could have multi-billion mkt cap again. Even though we use Afrezza, I got into this before that believing that Technosphere was the diamond in this company. Glad you agree |
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Post by mindovermatter on Jan 30, 2016 16:32:07 GMT -5
Good catch lakers! Wonder why they removed that slide, or even why they presented even in 2.0.. what happen to competitive reason to not disclose certain info. I assume you work in the CA office, or remotely for the CA office these days? Was removed for competitive reasons. It was shown to say, "Hey, we really and truly are working on drugs for TS! See, here's the list and where we are with it." Once shown, they made sure that slide was not available in the downloaded file so competitors could not have a hard copy of exactly what is being worked on. If the competitor wasn't fast enough to jot it down during the call, too bad for them. |
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