|
|
Post by u1682002 on Nov 14, 2016 18:43:07 GMT -5
Many may think increase of Afrezza sale should be MNKD's focus for next step after Matt's great job of securing enough fund for another year. I happen to disagree. MNKD needs to shake off the shorts that sucked the oxygen out of MNKD for all the years. In order to do that, MNKD can one of these two things:
1. Exploring the opportunity to sell MNKD. I do not want MNKD to be sold but I think MNKD should entertain this idea to scare the shorts and hope MNKD can strength its balance sheet in this process.
2. Ink a regional deal for the Chinese market. According to IDF, China has 110mil diabetes patients and 11mil are T1 patients as of today. Chinese regulation for medicine is less strict than US. Chinese government has strong motivation at this point to balance the trade surplus with US after Trump win. US ban most high-tech products export to China and medicine is one of the area has no restrictions. Al had good relationship with China. He gave a speech to ~2000 Chinese doctors in his last trip to China.
I think this is the exact reason why AMPH is motivated enough to re-negotiate the insulin purchase deal with MNKD to just gain the distribution right in China.
MNKD should focus and move as quickly as possible to cut a regional deal for Chinese market. A piece of news like this will wipe out all the shorts and enable MNKD to strength its balance sheet to the point no shorts dare to mess with it again.
|
|
|
|
Post by gamblerjag on Nov 14, 2016 18:47:15 GMT -5
Confused... you mentioned sell mannkind to strengthen balance sheet. do you mean sell Afrezza? If you sell MNKD their would be no Company.. hence strenghting the balance sheet would be mute?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 14, 2016 19:11:56 GMT -5
Confused... you mentioned sell mannkind to strengthen balance sheet. do you mean sell Afrezza? If you sell MNKD their would be no Company.. hence strenghting the balance sheet would be mute? He meant put it out but not sell to get the share price to pop and be able to raise $$$$ |
|
|
|
Post by falconquest on Nov 14, 2016 20:17:15 GMT -5
Many may think increase of Afrezza sale should be MNKD's focus for next step after Matt's great job of securing enough fund for another year. I happen to disagree. MNKD needs to shake off the shorts that sucked the oxygen out of MNKD for all the years. In order to do that, MNKD can one of these two things:
1. Exploring the opportunity to sell MNKD. I do not want MNKD to be sold but I think MNKD should entertain this idea to scare the shorts and hope MNKD can strength its balance sheet in this process.
2. Ink a regional deal for the Chinese market. According to IDF, China has 110mil diabetes patients and 11mil are T1 patients as of today. Chinese regulation for medicine is less strict than US. Chinese government has strong motivation at this point to balance the trade surplus with US after Trump win. US ban most high-tech products export to China and medicine is one of the area has no restrictions. Al had good relationship with China. He gave a speech to ~2000 Chinese doctors in his last trip to China.
I think this is the exact reason why AMPH is motivated enough to re-negotiate the insulin purchase deal with MNKD to just gain the distribution right in China.
MNKD should focus and move as quickly as possible to cut a regional deal for Chinese market. A piece of news like this will wipe out all the shorts and enable MNKD to strength its balance sheet to the point no shorts dare to mess with it again.
The sole focus for Mannkind needs to be selling product. Bottom line. |
|
|
|
Post by audiomr on Nov 14, 2016 21:18:13 GMT -5
Need to get over the shorts -- not a long-term issue. China is a difficult market. If Mannkind can get in, great, but the best future markets are Canada, Europe, and Japan.
|
|
|
|
Post by goyocafe on Nov 14, 2016 22:47:17 GMT -5
Confused... you mentioned sell mannkind to strengthen balance sheet. do you mean sell Afrezza? If you sell MNKD their would be no Company.. hence strenghting the balance sheet would be mute? Confused... did you mean mute or moot?  |
|
|
|
Post by paaz77 on Nov 14, 2016 23:21:40 GMT -5
I think Matt is buying time until the label change by the FDA putting AFREZZA in a class of it's own before any regional deal for the Chinese market or any other market. outside the US. More leverage =more money.
|
|
|
|
Post by gamblerjag on Nov 14, 2016 23:27:21 GMT -5
lol.... moot.... damn texting by microphone
|
|
|
|
Post by mannmade on Nov 14, 2016 23:46:59 GMT -5
In my opinion China will likely be one of the last places MannKind does business. First, they do not respect IP rights and it is very hard to sue for compensation in the Chinese justice system if you are a foreign company when your rights are violated.
Second, even though AFREZZA is supposed to be very hard to knock off, the Chinese are notorious for reverse engineering everything from mobile phones to stealth fighters, (well in the case of the J20 and J31 they actually committed cyber espionage to get US secrets).
Much easier, unless you are Walmart, to do business with Canada, Europe, Japan, Australia, UK and even Mexico than China and will likely get more this way of our new president follow through on his trade related campaign promises... Just my two cents...
|
|
|
|
Post by u1682002 on Nov 15, 2016 0:40:43 GMT -5
MN, if IP is what your main concern, then MNKD should move even quicker to enter the Chinese market. They do not need to send spies here to get their hands on Afrezza samples. They can simply get some samples here and bring back legally to their lab to do reverse engineering. I do not think MNKD IP actually cover Chinese market either.
One thing that i know is that most of diabete Chinese patients are the high income people. Most of the people actually believe in drug made in US. The government is tightening up IP protection also.
|
|
|
|
Post by mango on Nov 15, 2016 3:50:13 GMT -5
Easy. TechnoVax. > 5B untouched market
Untouched = unmet need
|
|
|
|
Post by tchalaa on Nov 15, 2016 6:19:23 GMT -5
RLS is not just about licence fee for me it is more than that. The cannabis market is more than a $100 Billions big; It is not the market value of less than $500 MM which will stop them to get in the stock market. Currently, we know the Mann and affiliates owns 27,7% , institutions 19% and so who owns the remaining 53,3%, retail investors? It is important to notice that to do a reverse merge you need to own 51%, also 51% = 239 MM shares and currently related to Mannkind value $0,6/share => 51% is $143,4 MM. My points are: - Mannkind is currently best positioned with its delivery system Technosphere - Afrezza is slowly making its way in the insulin market, also soon as the only one in its class "Ultra rapid insulin" - RLS is hungry to get it market value and Mannkind is not just a strategic partner but also the fastest way to the Stock market. $RLS can reverse merge with mannkind and mannkind gets in background with a new face in the market: $$$Billions company $RLS !!!! I know these are all speculations, but not withstanding mannkind like a commercial company has a greater future as from coming December 2016 
What about the >95MM shares sold short? Think, think, think ...  |
|
|
|
Post by audiomr on Nov 15, 2016 9:26:46 GMT -5
Easy. TechnoVax. > 5B untouched market Untouched = unmet need Seems like everything TechnoVax related is in TechnoVax's court, and nothing much seems to be going on there. Not sure what Mannkind can do about that. |
|
|
|
Post by audiomr on Nov 15, 2016 9:29:12 GMT -5
RLS is not just about licence fee for me it is more than that. The cannabis market is more than a $100 Billions big; It is not the market value of less than $500 MM which will stop them to get in the stock market. Currently, we know the Mann and affiliates owns 27,7% , institutions 19% and so who owns the remaining 53,3%, retail investors? It is important to notice that to do a reverse merge you need to own 51%, also 51% = 239 MM shares and currently related to Mannkind value $0,6/share => 51% is $143,4 MM. My points are: - Mannkind is currently best positioned with its delivery system Technosphere - Afrezza is slowly making its way in the insulin market, also soon as the only one in its class "Ultra rapid insulin" - RLS is hungry to get it market value and Mannkind is not just a strategic partner but also the fastest way to the Stock market. $RLS can reverse merge with mannkind and mannkind gets in background with a new face in the market: $$$Billions company $RLS !!!! I know these are all speculations, but not withstanding mannkind like a commercial company has a greater future as from coming December 2016
What about the >95MM shares sold short? Think, think, think ... If RLS wanted to go public, I don't see why it would find a reverse merger with Mannkind more appealing than an IPO, which could bring in a lot of capital. |
|
|
|
Post by peter on Nov 15, 2016 9:49:51 GMT -5
they are working for more then one year on the epinephrine case so that would be the first, but I am also thinking that they will come up with a big suprise on the Cannabis front development with RLS .....
|
|
