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Post by sportsrancho on May 24, 2016 12:13:08 GMT -5
Matt continues to leave tidbits regarding the SNY termination & possible (doubtful IMO) severance payment. If SNY does pay that would be a nice bonus..... Yes he does. ( very possible, IMO :-) |
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Post by Deleted on May 24, 2016 14:28:22 GMT -5
Patten I hope that this company succeeds half as much as you feel it will!! lol --------> for lefty We have money good through the end of the year. The most important thing in negotiations is leverage. MNKD lacks strong leverage. I dont see anyone handing us hundreds of millions of dollars. Hope I am wrong though. Honestly I know it has been a long road for all of us that have been here a while but right now is Mannkind's moment to prove Afrezza. They have enough cash for 2016 to start their own commercialization and marketing of their baby. By December if the company or sales force hasn't gained any traction or market share then the medical world is just not ready for inhaled insulin and simply put we made a bad investment. I see the twitter posts of patients CGM's set with a range of 75 to 150 and an absolute flat line of their blood sugar. This is the reason I stay with the investment, there is absolutely nothing on the planet like this product nor does anything come even close to the results that Afrezza gives. Let's hope for the patient's sake Afrezza is here to stay. I always struggled with the number of Afrezza users on social media. While the results from the small group are great its still very small. I am actually happy that a lot of people have had issues with Afrezza because its a solid reason as to why we havent seen more people posting about the drug. I think if we all have learned anything so far is that user review does not guarantee over night success. Smart money does not bet on user review as were retail does....lesson learned but I will never buy a bio again so...anyways Kbrion- i agree with you 100% we need to sell the dame drug!!! |
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Post by patten1962 on May 24, 2016 22:34:47 GMT -5
Question, if a deal is done overseas. How would MannKind go BK? I am guessing and only guessing that a deal would be hundreds of millions of dollars and on top of that there would be royalties. Patten I hope that this company succeeds half as much as you feel it will!! lol --------> for lefty We have money good through the end of the year. The most important thing in negotiations is leverage. MNKD lacks strong leverage. I dont see anyone handing us hundreds of millions of dollars. Hope I am wrong though. Now that is funny. He did not find my reply funny. He blocked me. I am in good company tho, he also blocked sports! Anyway, working in healthcare I really believe Afrezza plus Technosphere is a game changer! Like the rest of you if wrong I lose money. If correct I make tons! |
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Post by peppy on May 24, 2016 23:11:36 GMT -5
Under the topic, overseas deals and MNKD, Israel and Technosphere?
Cannabinoid System in Neuroprotection, Raphael Mechoulam,PhD www.youtube.com/watch?v=ZI2VT2kOfnM
the israel team is 34 people, I do not have a picture of the professors on the team on this computer. I do have a picture of collaborators screencast.com/t/nct2OiKGpv0
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Post by factspls88 on May 25, 2016 13:48:45 GMT -5
I think Mannkind needs to get its Afrezza ducks in a row here in the US before it can embark on a European partnership. A lot of issues surfaced here - pricing, patient awareness and trial generation, doctor and patient education, patient retention, etc.etc. - that need to be ironed out and demonstrated to be surmountable before MannKind can venture forth into Europe. In fact, if I were MannKind I wouldn't want to go into Europe until these issue were dealt with successfully. I would think a potential partner would feel the same. After all, Mannkind's first European partner withdrew. I would love to be proven wrong on this, but this is what given what I know now.
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Post by longinvstr on May 25, 2016 14:42:16 GMT -5
I think Mannkind needs to get its Afrezza ducks in a row here in the US before it can embark on a European partnership. A lot of issues surfaced here - pricing, patient awareness and trial generation, doctor and patient education, patient retention, etc.etc. - that need to be ironed out and demonstrated to be surmountable before MannKind can venture forth into Europe. In fact, if I were MannKind I wouldn't want to go into Europe until these issue were dealt with successfully. I would think a potential partner would feel the same. After all, Mannkind's first European partner withdrew. I would love to be proven wrong on this, but this is what given what I know now. Agreed, forget about bargaining leverage, until MNKD demonstrates proof of concept (and proof of solvency!), we have no lever. Don't know why I, or Matt, expected a foreign knight to ride in with a big up front check. It makes no sense to me now. I can still envision a near-term partnership agreement but it would be characterized as having higher royalties & less/little upfront cash. I am heartened that we seem to be doing it right. This is a one shot deal; don't half-a$$ it because money's tight. Hire the right CMO and enough of the other right people and swing hard. |
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Post by Deleted on May 25, 2016 15:26:49 GMT -5
I think Mannkind needs to get its Afrezza ducks in a row here in the US before it can embark on a European partnership. A lot of issues surfaced here - pricing, patient awareness and trial generation, doctor and patient education, patient retention, etc.etc. - that need to be ironed out and demonstrated to be surmountable before MannKind can venture forth into Europe. In fact, if I were MannKind I wouldn't want to go into Europe until these issue were dealt with successfully. I would think a potential partner would feel the same. After all, Mannkind's first European partner withdrew. I would love to be proven wrong on this, but this is what given what I know now. Agreed, forget about bargaining leverage, until MNKD demonstrates proof of concept (and proof of solvency!), we have no lever. Don't know why I, or Matt, expected a foreign knight to ride in with a big up front check. It makes no sense to me now. I can still envision a near-term partnership agreement but it would be characterized as having higher royalties & less/little upfront cash. I am heartened that we seem to be doing it right. This is a one shot deal; don't half-a$$ it because money's tight. Hire the right CMO and enough of the other right people and swing hard. SELLL THE DAMN DRUG and everything will follow |
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Post by factspls88 on May 25, 2016 15:39:23 GMT -5
Pardon my bad proofreading. The last line should read: I would love to be proven wrong on this, but this is what I think given what I know now.
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Post by BlueCat on May 25, 2016 17:40:28 GMT -5
I think Mannkind needs to get its Afrezza ducks in a row here in the US before it can embark on a European partnership. A lot of issues surfaced here - pricing, patient awareness and trial generation, doctor and patient education, patient retention, etc.etc. - that need to be ironed out and demonstrated to be surmountable before MannKind can venture forth into Europe. In fact, if I were MannKind I wouldn't want to go into Europe until these issue were dealt with successfully. I would think a potential partner would feel the same. After all, Mannkind's first European partner withdrew. I would love to be proven wrong on this, but this is what given what I know now. Agreed, forget about bargaining leverage, until MNKD demonstrates proof of concept (and proof of solvency!), we have no lever. Don't know why I, or Matt, expected a foreign knight to ride in with a big up front check. It makes no sense to me now. I can still envision a near-term partnership agreement but it would be characterized as having higher royalties & less/little upfront cash. I am heartened that we seem to be doing it right. This is a one shot deal; don't half-a$$ it because money's tight. Hire the right CMO and enough of the other right people and swing hard. I'm still hoping some foreign country says heck with partnerships and red tape. It just adds money with middlemen. Just buy a warehouse of palettes of the stuff for the population and get a compelling volume discount for something that has best shelf in some of those hotter countries ... |
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Post by kc on May 25, 2016 19:34:09 GMT -5
Work with the Gates foundation and find some 3rd world country with a horrible diabetes problem and manufacture Afrezza out of the Pfizer insulin that we have for a demonstration project of how Afrezza can help a who country with AIC / BG issues. Let the Gates foundation buy the product for cost. We have enough of this insulin that we have written off already so show the world that MannKind cares and use it to prove how good Technosphere works. We know the Gates Foundation can afford to buy the Insulin at MannKind Cost and that MannKind can cover its expenses while helping with a Pandemic disease. I made this comment at the Annual Shareholders meeting and provided Matt with an article from the Delta Inflight magazine that highlighted the good works of the Gates foundation.
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Post by agedhippie on May 25, 2016 19:58:19 GMT -5
Work with the Gates foundation and find some 3rd world country with a horrible diabetes problem and manufacture Afrezza out of the Pfizer insulin that we have for a demonstration project of how Afrezza can help a who country with AIC / BG issues. Let the Gates foundation buy the product for cost. We have enough of this insulin that we have written off already so show the world that MannKind cares and use it to prove how good Technosphere works. We know the Gates Foundation can afford to buy the Insulin at MannKind Cost and that MannKind can cover its expenses while helping with a Pandemic disease. I made this comment at the Annual Shareholders meeting and provided Matt with an article from the Delta Inflight magazine that highlighted the good works of the Gates foundation. There are a couple of practical problems but the big one is the moral problem. Delivering at cost isn't going to cut it. If you are doing that then there is no cost to you and that's not charity it's business. It's like putting money in the church collection bowl and then taking it back out again (I'm just taking the cost back!) |
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Post by nylefty on May 25, 2016 20:03:30 GMT -5
Patten I hope that this company succeeds half as much as you feel it will!! lol --------> for lefty We have money good through the end of the year. The most important thing in negotiations is leverage. MNKD lacks strong leverage. I dont see anyone handing us hundreds of millions of dollars. Hope I am wrong though. Now that is funny. He did not find my reply funny. He blocked me. I am in good company tho, he also blocked sports! Anyway, working in healthcare I really believe Afrezza plus Technosphere is a game changer! Like the rest of you if wrong I lose money. If correct I make tons! I blocked Patten on StockTwits after he sent me a message that would get him kicked off this board. I UNblocked Sports on StockTwits (she uses a different name there) some time ago after I discovered that I had mistakenly blocked her. I haven't blocked anybody on this board because (thankfully) name calling isn't tolerated here. |
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Post by mnholdem on May 26, 2016 8:40:24 GMT -5
Pardon my bad proofreading. The last line should read: I would love to be proven wrong on this, but this is what I think given what I know now. Whattaya know? I also occasionally find myself printing something without thinking...    
I agree that MannKind needs to get its ducks in a row in the U.S., primarily because that is the country where the most profit is generated and, frankly, validating strong demand for Afrezza in the U.S. will not only strengthen MannKind's cash position, but will strengthen their leverage to negotiate better ex-U.S. distributor agreements.
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Post by patten1962 on May 26, 2016 21:32:26 GMT -5
Pardon my bad proofreading. The last line should read: I would love to be proven wrong on this, but this is what I think given what I know now. Whattaya know? I also occasionally find myself printing something without thinking...
I agree that MannKind needs to get its ducks in a row in the U.S., primarily because that is the country where the most profit is generated and, frankly, validating strong demand for Afrezza in the U.S. will not only strengthen MannKind's cash position, but will strengthen their leverage to negotiate better ex-U.S. distributor agreements.
What comes 1st? Chicken? Egg? Will overseas push US sales? US sales push overseas? I have no idea but any big deals will give us much needed cash.  |
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Post by thekindaguyiyam on May 26, 2016 22:13:43 GMT -5
Under the topic, overseas deals and MNKD, Israel and Technosphere?
Cannabinoid System in Neuroprotection, Raphael Mechoulam,PhD www.youtube.com/watch?v=ZI2VT2kOfnM
the israel team is 34 people, I do not have a picture of the professors on the team on this computer. I do have a picture of collaborators screencast.com/t/nct2OiKGpv0
I was hoping to see a group of medical professionals smoking grass out of anything other than a bong. I guess I'll have to wait for that. |
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