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Post by peppy on Feb 24, 2016 10:57:23 GMT -5
If it could be proved that SNY shorted MNKD stock, that would prove negligence.
I believe it would then be a criminal act in concert, not any nature of negligence. sold
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Post by babaoriley on Feb 24, 2016 11:15:15 GMT -5
Baba, anyone who is successfully using Afrezza, clearly knows that Sanofi was negligent in their efforts to promote the drug. Hopefully, Matt was not talking with a forked tongue at the RBC conference. Spiro here, still hiding out, but holding strong I agree SNY was remiss in its efforts, Spiro, and possibly negligent, but that's not always easy to prove. I think SNY was remiss cuz they didn't think it was worth the time and effort. The old CEO did, the new one, didn't. Matt's reference to the "honest" effort put in by SNY caught my ear, as it did some others. My hope there is that MNKD and SNY have come to some understanding as to how unwinding their affairs will go down, and part of the understanding is that each treats the other with some modicum of respect. In the meantime, we have another "flight to quality" going on today! Trend's calls to buy are looking prescient!
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Post by bradleysbest on Feb 24, 2016 11:16:58 GMT -5
Understanding to me would be a financial settlement! Good post Baba....
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Post by babaoriley on Feb 24, 2016 11:21:05 GMT -5
Baba, anyone who is successfully using Afrezza, clearly knows that Sanofi was negligent in their efforts to promote the drug. Hopefully, Matt was not talking with a forked tongue at the RBC conference. Spiro here, still hiding out, but holding strong Spiro and Baba , It's nice to see you still around I'll be hiding out in Mexico . I'll order a cocktail at the bar on the beach and make a toast to you all and Mannkind I don't have a worry in the world right now . Paradise is awaiting Cheers Lynn You have a great time down south, Lynn, I know how much you love it there! We missed you at the last quarterly lunch. Spiro, LINE? Hope you didn't have that, I did!
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Post by seanismorris on Feb 24, 2016 11:29:52 GMT -5
I should have jumped shipped when they said Afrezza would be priced at a premium. That was the first indication that Sanofi didn't know what they were doing. It went in the face of years of MannKinds research and promises on pricing and demonstrated the MannKind had zero power in the partnership.
Hindsight...
The MannKind story is far from finished, on the other hand my Molycorp stock is a total write off ; )
I'm very happy I don't own any oil stocks.
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Post by kc on Feb 24, 2016 11:32:32 GMT -5
I respect your opinion MN but I did not get the confident feeling you have. We need cash soon! The waiting game sucks! Bradley, I came away from listening to the call that things will move forward and there is a plan. Matt spoke very confidently and off-the-cuff based on the questions from Adnan Butts. It was unscripted but he had great answers to all the questions. He was very aware of things happening four instance the article in the New York Times from Sunday on the increasing pricing of insulin products from the big Pharma companies. You can bet that there will be a very significant pricing strategy put in place to show that inhaled insulin is cheaper than injected. I do not know what the cost of the goods are for the production of Afrezza but have to assume it's relatively inexpensive. Big Pharma has been creaming the insurance company for years with their price increases . Sanofi did that and pricing Afrezza. You can bet that that knows how to price Afrezza to get market share. First he has to have a good partner for distribution. There are a lot of unknowns that will become more evident after the handoff Back to MannKind. Don't expect the company to show its cards until the plan is ready to be implemented. Cash will never become a problem because The company will be part of something larger or have a significant investor step forward to buy a position after the transition from Sanofi. We will also receive some milestone payment or termination payment that will help us financially. I would assume that Sanofi Will deal with this in a timely fashion to avoid a lawsuit from mannkind. My guess is that might occur prior to July.
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Post by LosingMyBullishness on Feb 24, 2016 12:04:03 GMT -5
I respect your opinion MN but I did not get the confident feeling you have. We need cash soon! The waiting game sucks! Bradley, I came away from listening to the call that things will move forward and there is a plan. Matt spoke very confidently and off-the-cuff based on the questions from Adnan Butts. It was unscripted but he had great answers to all the questions. He was very aware of things happening four instance the article in the New York Times from Sunday on the increasing pricing of insulin products from the big Pharma companies. You can bet that there will be a very significant pricing strategy put in place to show that inhaled insulin is cheaper than injected. I do not know what the cost of the goods are for the production of Afrezza but have to assume it's relatively inexpensive. Big Pharma has been creaming the insurance company for years with their price increases . Sanofi did that and pricing Afrezza. You can bet that that knows how to price Afrezza to get market share. First he has to have a good partner for distribution. There are a lot of unknowns that will become more evident after the handoff Back to MannKind. Don't expect the company to show its cards until the plan is ready to be implemented. Cash will never become a problem because The company will be part of something larger or have a significant investor step forward to buy a position after the transition from Sanofi. We will also receive some milestone payment or termination payment that will help us financially. I would assume that Sanofi Will deal with this in a timely fashion to avoid a lawsuit from mannkind. My guess is that might occur prior to July. Came to my mind by reading this post that the thermostability of Afrezza is not only a benefit for patients but also makes the whole distribution channel much easier and cheaper.
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Post by dreamboatcruise on Feb 24, 2016 12:19:01 GMT -5
Came to my mind by reading this post that the thermostability of Afrezza is not only a benefit for patients but also makes the whole distribution channel much easier and cheaper. Whatever its true thermostability, currently it must be refrigerated until at most 10 days before use.
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Post by LosingMyBullishness on Feb 24, 2016 12:26:03 GMT -5
Came to my mind by reading this post that the thermostability of Afrezza is not only a benefit for patients but also makes the whole distribution channel much easier and cheaper. Whatever its true thermostability, currently it must be refrigerated until at most 10 days before use. Are these FDA requirements on distributor?
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Post by bradleysbest on Feb 24, 2016 12:53:58 GMT -5
KC I sure hope you are right! The SNY partnership really screwed things up & we will never know the truth about where it went wrong. MNKD was unable to publicly voice their opinion of what they wanted to happen to get sales going. The NEW transparency seems genuine from Matt & I hope things move along fast in regards to financing, pricing, insurance, EU application, & AWARENESS! Just been a rally tough time to be a MNKD investor especially when the user results are so damn good! It's mind blowing that people are not demanding Afrezza.....
PS... as I type this another Invokana commercial airs! At least spring training has started!
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Post by brentie on Feb 24, 2016 12:57:47 GMT -5
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Post by lakon on Feb 24, 2016 13:04:14 GMT -5
Came to my mind by reading this post that the thermostability of Afrezza is not only a benefit for patients but also makes the whole distribution channel much easier and cheaper. Whatever its true thermostability, currently it must be refrigerated until at most 10 days before use. If stable across wider environmental conditions, the logistics chain becomes a significant advantage. Few talk about this aspect of Afrezza anymore. It's an area that needs more exploration. Mannkind's work with Oxytocin and Epinephrine are bringing this stability to the forefront again. It seems that they are not pressing this issue about Afrezza, probably because they have bigger issues at present. The storage requirements are not a big deal for their current market. I often thought that Elon Musk would be interested in Mannkind Technosphere. If you are going to Mars, you probably want to take a bunch of easy to transport, stable medications and chemicals that can be reconstituted easily... The true thermostability of Afrezza determines how long it lasts at any given temperature, not decree. Once again, the FDA proves dogmatic. If the word gets out among doctors and patients, like Matt B. tried, the people will decide for themselves. Do you throw away all of your expired dry goods? Eventually, even the FDA must concede to the science, but more studies will need to support it. Personally, I would like to know the real [true] stability of Afrezza at different temperatures, humidity, pressures, etc. How stable is it really? I suspect that it is much more stable than currently stated. Anyway, it's helpful to know for those traveling, but a steady supply is what patients need most. Refrigeration is minor in the USA. When considering poorer countries and philanthropic endeavors, the stability, like for Oxytocin, is more important. Of course, an Epikey [Epi Keychain] would be awesome without the big frickin' needle!
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Post by taylor810dn on Feb 24, 2016 13:12:31 GMT -5
On the surface and with the SNY contract still in play, it seemed like an appropriate benign statement, if any legal recourse is to come of this, it will come from the dirty, currently hidden details of the real SNY effort.
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Post by beardawg on Feb 24, 2016 13:24:06 GMT -5
Matt's remarks about turning this company around indicate supreme confidence. Enough that he quips that someday there may be a book or movie about this "epic story".
CEO Pfeffer certainly does not sound like a man who thinks that MannKind Corporation is on the ropes... IMHO. Be careful. He didn't say epic SUCCESS story. Not every epic story turns out well. This could most likely be an EPIC disaster as it has been trending to be and has been for many so far. He didn't directly say "epic success", but he did say "epic story... about how we turned it around and made it a success" or something to that nature.
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Post by lakon on Feb 24, 2016 14:09:17 GMT -5
Lynn, I hope you have a great time in Mexico, but watch out for the legals down there. Spiro is not going anywhere, ok, maybe Siberia. Spiro is feeling pain like most other MNKD longs , but is annoyed by the constant complaining and whining on the message boards. You know real pain today is having a portfolio of oil stocks. MNKD shareholders actually have less pain than most energy company shareholders. Just look at LINE, it was over $32.50 on July of 2014. It's selling .39 today. EOX is selling for .75 today after a 1/13 reverse spilt, followed by a 1/20 reverse split. Now that's real pain if you were a deer in the headlights with those two and there are dozens of more examples. People need to move or quit whining about MNKD. It's a dollar stock, we are rolling the dice now, so why whine? Spiro here, BTW, I can whine with the best of them. Of course, if one had shorted those companies and oil, one might just have enough to cause a short squeeze from all the buying power...
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