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Post by mikesmilitaria on Dec 18, 2016 17:12:02 GMT -5
MNKD has kept Afrezza alive but subdued...."on hold" if you will, waiting for all the elements of the end game to be finalized. This sure has disallowed the short raids and empowered those who truly believe in MNKD to acquire on the cheap. I continue to believe that SNY and Google (in their partnership) has Afrezza in their pocket. SNY is going to take a major hit with Lantus generics in 2017 and they have no real winners in their product funnel unlike MNKD. I believe that SNY is supporting MNKD with their "settlement" until all the elements are fully in place which have been plentiful and very challenging. Ever wonder why the new scripts are constantly at the same disappointing level and why no advertising is taking place to get this off dead center? Ever think they might want the pps where it is (stalled) until they make their announcements. Why isn't MNKD concerned about delisting and for that matter....where is their shareholder concern? Do you really believe that all the tech platforms of MNKD are not recognized and their value fully understood by big pharma; do you think they are all brain dead? This has been a very long, trying, exasperating journey but if you continue to perform DD and put the pieces together you can see the end picture. MNKD will indeed have an EPIC story which I thought would have materialized by now but 2017 will be the year.
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Post by ilovekauai on Dec 18, 2016 17:23:51 GMT -5
Interesting take MM. Let's do this! Aloha.
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Post by kbrion77 on Dec 18, 2016 17:35:02 GMT -5
Bringing Yahoo message boards over here awesome. I don't know how many more times it needs to be reiterated that SNY is completely out of the picture, there is nothing going on behind the scenes like Yahoo message boards spewed for years.
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Post by saxcmann on Dec 18, 2016 17:42:58 GMT -5
Welcome Mike! Sorry I just don't see Sanofi still involved.
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Post by mikesmilitaria on Dec 18, 2016 17:59:38 GMT -5
SNY is completely out of the picture.
SNY does not need Afrezza....hell, they have Lantus which will be $$ cut in half in 2017 and they will lose market position #1 in diabetes.
SNY does not need MNKD's other tech platforms as they are buried in their own funnel of tech innovations that will make their future (NOT).
SNY takes the position....."what me worry." Is that what you think. SNY was never gone just hidden behind Google.
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Post by falconquest on Dec 18, 2016 18:09:06 GMT -5
Bringing Yahoo message boards over here awesome. I don't know how many more times it needs to be reiterated that SNY is completely out of the picture, there is nothing going on behind the scenes like Yahoo message boards spewed for years. That's exactly the thought that came to me as read the OP's post. Geez, leave that crap for another board. This is the same hype I endured for over ten years waiting for something to happen. Things are where they are and I don't for one minute think that Mike Castagna is holding anything back for any reason. If someone really wants to buy us then they can pony up or shut up. We ain't waitin'. |
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Post by mikesmilitaria on Dec 18, 2016 18:09:53 GMT -5
Hey SAX,
Ask yourself this question:
"If you can see the potential in MNKD and invest it in why can't the brilliant big pharma see that potential?"
Then ask yourself this question:
If SNY is losing Lantus to generics in 2017, and no real tech funnel for the future what will be their salvation?
Remember Lantus + Afrezza + CGM = perfect control.
Why did SNY dump Afrezza?
I believe they had no choice. They had to separate from that partnership to orchestrate their partnerhsip with Verily = will close on MNKD together.
Do you believe they are blind to the value of Afrezza and TI and others like Novo are too?
Come on now.......
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Post by mikesmilitaria on Dec 18, 2016 18:11:06 GMT -5
OH....sorry for having an opinion and contaminating your board.
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Post by sportsrancho on Dec 18, 2016 18:21:24 GMT -5
OH....sorry for having an opinion and contaminating your board. Good to see you Mike:-) |
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Post by saxcmann on Dec 18, 2016 18:25:27 GMT -5
Hey SAX, Ask yourself this question: "If you can see the potential in MNKD and invest it in why can't the brilliant big pharma see that potential?" Then ask yourself this question: If SNY is losing Lantus to generics in 2017, and no real tech funnel for the future what will be their salvation? Remember Lantus + Afrezza + CGM = perfect control. Why did SNY dump Afrezza? I believe they had no choice. They had to separate from that partnership to orchestrate their partnerhsip with Verily = will close on MNKD together. Do you believe they are blind to the value of Afrezza and TI and others like Novo are too? Come on now....... Hey Mike, it could be possible but highly unlikely. Simply doesn't add up in my opinion. The insulin market is changing and big pharma is letting off reps and restructuring their sales force accordingly. I believe big pharma is more against afrezza than for it. That's why mnkd must hire their own sales force to make Afrezza a success. Like I said welcome to PB but I just don't see your theory coming true. Hope I'm wrong! |
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Post by liane on Dec 18, 2016 18:50:18 GMT -5
Bringing Yahoo message boards over here awesome. I don't know how many more times it needs to be reiterated that SNY is completely out of the picture, there is nothing going on behind the scenes like Yahoo message boards spewed for years. @kbrion, Others on this board disagreed with the OP, but did so in a civil manner. That's what distinguishes us from the "other" board. |
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Post by careful2invest on Dec 18, 2016 18:57:19 GMT -5
MNKD has kept Afrezza alive but subdued...."on hold" if you will, waiting for all the elements of the end game to be finalized. This sure has disallowed the short raids and empowered those who truly believe in MNKD to acquire on the cheap. I continue to believe that SNY and Google (in their partnership) has Afrezza in their pocket. SNY is going to take a major hit with Lantus generics in 2017 and they have no real winners in their product funnel unlike MNKD. I believe that SNY is supporting MNKD with their "settlement" until all the elements are fully in place which have been plentiful and very challenging. Ever wonder why the new scripts are constantly at the same disappointing level and why no advertising is taking place to get this off dead center? Ever think they might want the pps where it is (stalled) until they make their announcements. Why isn't MNKD concerned about delisting and for that matter....where is their shareholder concern? Do you really believe that all the tech platforms of MNKD are not recognized and their value fully understood by big pharma; do you think they are all brain dead? This has been a very long, trying, exasperating journey but if you continue to perform DD and put the pieces together you can see the end picture. MNKD will indeed have an EPIC story which I thought would have materialized by now but 2017 will be the year. Mike, first off, Welcome, I wondered where you went... Secondly, How's it feel to be called a "newbie" when you bought MNKD at the IPO? (Just bustin your chops.) And now to my point... I, like most, have been watching the script count remain low and unfortunately rather consistent. Very reminisent of when Sanofi was in control (sales) and we investors came up with reasons (excuses) then and many are doing it again. Hindsight tell us that there was clearly something else really going on back then, and I, too, have often wondered if that is the case now. I just mentioned in a recent post that the forward thinkers of Google have got to be well aware of the potential of AFREZZA/TECHNOSPHERE. It would make no sense for GOOGLE to ignore it. Sanofi' current involvement, on the other hand, I do not feel that I have seen anything convincing enough to comment. Unless their still in an agreement with Google. And then your theory can be more likely to come to a reality. I feel that we are on the cusp of some major positive events! Although I have felt like this more than once or twice over the last 7 years! Whether it happens this week, or next year, I will be here! GLTA TRUE LONGS! |
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Post by careful2invest on Dec 18, 2016 19:03:47 GMT -5
OH....sorry for having an opinion and contaminating your board. Good to see you Mike:-) Sports, I was going to ask this question in my response to Mike M, (because it may tie in with the containment of script counts that he is claiming) but was not sure that you would see it. Did MNKD ever meet with the group of docs that were interested in Afrezza that you had met and kind of orchestrated? I think from Arizona? Thanks |
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Post by cjm18 on Dec 18, 2016 19:04:35 GMT -5
The main point is sny is interested in afrezza? Okay. But that doesn't matter if mnkd fails to show it can sell afrezza. Afrezza sales need to pick up.
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Post by careful2invest on Dec 18, 2016 19:10:47 GMT -5
Bringing Yahoo message boards over here awesome. I don't know how many more times it needs to be reiterated that SNY is completely out of the picture, there is nothing going on behind the scenes like Yahoo message boards spewed for years. @kbrion, Others on this board disagreed with the OP, but did so in a civil manner. That's what distinguishes us from the "other" board. That, and so much else makes this board different from the "other" board, Liane. Night and day! Keep up the good work! |
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