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Post by brotherm1 on Dec 21, 2016 18:29:54 GMT -5
I suppose if the money was big enough, I would look at them again, even if they had a mug that looks like yours
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Post by goyocafe on Dec 21, 2016 18:36:09 GMT -5
I suppose if the money was big enough, I would look at them again, even if they had a mug that looks like yours Big enough money to satisfy us long term stock holders and not have to partner, sure, bring it!
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Post by mnholdem on Dec 21, 2016 19:38:14 GMT -5
Lantus' patent protection has passed and Sanofi's intended replacement Toujeo is a monumental flop. Whether you go with the popular equation Afrezza + Tresiba + CGM or the equation Afrezza + generic insulin gargline + CGM, either equation = Sanofi being out of the equation. When the SEC ends the confidential treatment of sections of the License & Collaboration Agreement between MannKind and Sanofi-Aventis in June 2017, more than a few theories will be proven and/or disproven. Good fortune all.
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Post by falconquest on Dec 21, 2016 19:51:47 GMT -5
Like management showing no concern over SNY dumping Afrezza? You must not have a lot of investing track record if you haven't many times over encountered companies with upbeat conference calls even when bankruptcy was right around the corner. Not saying that is going to happen with MNKD, but if I had to bet on a storm one way or the other, I'd bet a bad storm not a good one. The positive scenarios likely don't involve some transformative storm, but rather the hard work of slowly developing market acceptance for Afrezza. So how do you know for certain that SNY "dumped" Afrezza? How do you know that SNY did not say to MNKD that before they could sell it successfully that the endos would need educated and that the insurance would need improved and that the rescources for SNY to educate the endos and work on the insurance were not provided for in the contract? How do you know that SNY did not say the label needs improved? How do you know that SNY did not say to MNKD, "We'll give it back to you for now, you work on these issues and perhaps we'll work with you in the future, and perhaps more so when we have CGM's ready to market?" Ummm, maybe because it was a Sanofi CEO who was burned by the concept of inhaled product that dumped Mannkind vs. the CEO who signed the partnership with Mannkind? There may be a clue there somewhere!
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Post by MnkdWASmyRtrmntPlan on Dec 21, 2016 20:19:53 GMT -5
Lantus' patent protection has passed and Sanofi's intended replacement Toujeo is a monumental flop. Whether you go with the popular equation Afrezza + Tresiba + CGM or the equation Afrezza + generic insulin gargline + CGM, either equation = Sanofi being out of the equation. When the SEC ends the confidential treatment of sections of the License & Collaboration Agreement between MannKind and Sanofi-Aventis in June 2017, more than a few theories will be proven and/or disproven. Good fortune all. MN, what's this June 2017 event? I thought all ties were already broken between those two. Tell me more, please.
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Post by careful2invest on Dec 21, 2016 20:30:50 GMT -5
No, I spent 40 years with a Fortune 500 company in management and slept thru most of it. Yep, I can buy that. That's why you're so insightful right? You must learn through osmosis. Falcon, you're not very nice to the "new" guy, are you? Give him a break. Believe it or not, he actually has a lot to offer this board. GLTA
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Post by yash on Dec 21, 2016 21:47:52 GMT -5
MN - I am also curious to know about June 2017.
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Post by falconquest on Dec 21, 2016 22:14:14 GMT -5
Yep, I can buy that. That's why you're so insightful right? You must learn through osmosis. Falcon, you're not very nice to the "new" guy, are you? Give him a break. Believe it or not, he actually has a lot to offer this board. GLTA New guy? I lived with his "insights" for years and years on the Yahoo board so I know of what I speak. As a matter of fact I think he changed his handle at least once over there. I can't verify that but lately it sure seems we're picking up a lot of the former YMB members that were despised there. I certainly hope this board isn't ruined by their presence.
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Post by rockstarrick on Dec 21, 2016 23:33:33 GMT -5
MN - I am also curious to know about June 2017. I believe Mannkind and Sanofi were granted a Confidential Treatment Order that allowed them to redact certain conditions of the partnership agreement. This CTO expires in June 2017. I'm not sure if the expiration of this order will be of any significance to shareholders due to the Divorce, (for lack of a better word) between Mannkind and Sanofi. Merry Christmas Everybody 🎄🎁
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Post by yash on Dec 22, 2016 0:02:09 GMT -5
If I remember correctly Hakan is also being paid until around that time. So, it might make some sense.
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Post by slugworth008 on Dec 22, 2016 2:42:16 GMT -5
Lantus' patent protection has passed and Sanofi's intended replacement Toujeo is a monumental flop. Whether you go with the popular equation Afrezza + Tresiba + CGM or the equation Afrezza + generic insulin gargline + CGM, either equation = Sanofi being out of the equation. When the SEC ends the confidential treatment of sections of the License & Collaboration Agreement between MannKind and Sanofi-Aventis in June 2017, more than a few theories will be proven and/or disproven. Good fortune all. MN, what's this June 2017 event? I thought all ties were already broken between those two. Tell me more, please. Parts of the agreement or the agreement in while will become public.
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Post by sophie on Dec 22, 2016 2:56:53 GMT -5
Falcon, you're not very nice to the "new" guy, are you? Give him a break. Believe it or not, he actually has a lot to offer this board. GLTA New guy? I lived with his "insights" for years and years on the Yahoo board so I know of what I speak. As a matter of fact I think he changed his handle at least once over there. I can't verify that but lately it sure seems we're picking up a lot of the former YMB members that were despised there. I certainly hope this board isn't ruined by their presence. Won't be ruined by the riff raff from YMB. Will be ruined by the ones let slip through the cracks, if you know what I mean....
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Post by liane on Dec 22, 2016 5:24:26 GMT -5
OK - enough! This is NOT YMB! If some of those users migrate over, that's OK. But everyone is subject to the rules of THIS board and the mods will take action if appropriate. Everyone is given a chance to show their true colors here. So please - there is no need to call out individual posters on the forum. It just detracts from the overall quality of the board. If you have a concern about a particular poster, just let the mods know privately. Thank You and Merry Christmas!
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Post by falconquest on Dec 22, 2016 6:29:18 GMT -5
OK - enough! This is NOT YMB! If some of those users migrate over, that's OK. But everyone is subject to the rules of THIS board and the mods will take action if appropriate. Everyone is given a chance to show their true colors here. So please - there is no need to call out individual posters on the forum. It just detracts from the overall quality of the board. If you have a concern about a particular poster, just let the mods know privately. Thank You and Merry Christmas! Agreed.
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Post by mnholdem on Dec 22, 2016 7:27:37 GMT -5
MN - I am also curious to know about June 2017. I believe Mannkind and Sanofi were granted a Confidential Treatment Order that allowed them to redact certain conditions of the partnership agreement. This CTO expires in June 2017. I'm not sure if the expiration of this order will be of any significance to shareholders due to the Divorce, (for lack of a better word) between Mannkind and Sanofi. Merry Christmas Everybody 🎄🎁 Rick, slug (& others?): Thanks for answering the poster's question for me. This is a very busy time of year for me (no, I don't work at the North Pole) so I haven't been monitoring the forum as frequently as usual...a big ""Thank You" to the other board Moderators and Administrators for tacking up the slack. If you read the License & Collaboration Agreement on file with the FDA, you'll note several instances where wording has been redacted and replaced with "***". Most notable were the payment milestones, but there were other instances where information was redacted when the Agreement stated that Sanofi had certain exclusive rights to *** and ***. What are those items? Shareholders and WS analysts, if they are even interested, will know once the confidential treatment order expires. I also made a mistake on the date (above), which I thought was scheduled for June 2017, but the CT order I just read states that the CT order is in effect until November 10, 2017. Link: www.sec.gov/Archives/edgar/data/899460/999999999714015912/filename1.pdfThe CT Order applies to this Agreement between MannKind and Sanofi (filed Nov 10, 2014) and two other documents (that's why the Expiration of the confidential treatment order is the 3-year anniversary): www.sec.gov/Archives/edgar/data/899460/000119312514406347/d783199dex101.htmMy apologies for the earlier error on the expiration date. Nobody's perfect, except for the guy whose birthday we'll be celebrating in a few days. Merry Christmas
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