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Post by rockstarrick on Dec 24, 2016 18:48:46 GMT -5
I'm not arguing your point, but you must agree, statements like this one from the very first article announcing the Google and Sanofi alliance along with other statements made in this and other articles sure make it sound like INHALED Insulin was a strong basis for the alliance. Google Life Sciences earlier this week announced a partnership with Sanofi, maker of an insulin inhaler and a slew of other products for people with diabetes. Google is also working with Johnson & Johnson on surgical robots, Biogen on potential treatments for multiple sclerosis and Novartis and Dexcom on diabetes-related projects. www.npr.org/sections/health-shots/2015/09/06/437570402/why-google-is-going-all-in-on-diabetesIt wouldnt surprise me in the least to see afrezza wind up right in the middle of real time Diabetes monitoring and glucose control. Merry Christmas Iam The problem is that you are taking a secondhand version of the story. If you want to see what the 2015 agreement was really about rather than what NPR thought it was about look at the official press release - that's the definitive source. The press release bullets the mission at the top: Sanofi to Collaborate with Google Life Sciences to Improve Diabetes Health Outcomes - Will work together on new digital technology and tools for diabetes -
- Aim to use data and miniaturized technology to provide patients with more tools to self-manage their disease, healthcare professionals with the ability to better support and treat patients -
- Strive to shift from episodic, event-driven diabetes care to continuous, value-based care - This is about data and not drugs. That is the entire focus as reading the the press release makes clear. Afrezza gets a single peripheral mention at best in the About Sanofi Diabetes section where amongst other things it says, "Sanofi markets injectable, inhaled and oral medications for people with type 1 or type 2 diabetes." That's it. I'm taking a quote from the first article announcing the alliance, it is also the first that shows up in the google search. I didn't write it !! It was an article that was published with the blessings of both Sanofi and Google, nobody objected to the quote, regardless who wrote it. I'm just pointing out how it could lead some to believe Mannkind is still involved in one way or another. I'm long with one account, and im making money with a second account that I trade, it doesn't make any difference to me either way !! I'm a believer, so while I wait in one account, I buy the rumor sell the news in the other. Merry Christmas aged I'm a fan, good luck to you |
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Post by Deleted on Dec 24, 2016 19:36:15 GMT -5
The problem is that you are taking a secondhand version of the story. If you want to see what the 2015 agreement was really about rather than what NPR thought it was about look at the official press release - that's the definitive source. The press release bullets the mission at the top: Sanofi to Collaborate with Google Life Sciences to Improve Diabetes Health Outcomes - Will work together on new digital technology and tools for diabetes -
- Aim to use data and miniaturized technology to provide patients with more tools to self-manage their disease, healthcare professionals with the ability to better support and treat patients -
- Strive to shift from episodic, event-driven diabetes care to continuous, value-based care - This is about data and not drugs. That is the entire focus as reading the the press release makes clear. Afrezza gets a single peripheral mention at best in the About Sanofi Diabetes section where amongst other things it says, "Sanofi markets injectable, inhaled and oral medications for people with type 1 or type 2 diabetes." That's it. I'm taking a quote from the first article announcing the alliance, it is also the first that shows up in the google search. I didn't write it !! It was an article that was published with the blessings of both Sanofi and Google, nobody objected to the quote, regardless who wrote it. I'm just pointing out how it could lead some to believe Mannkind is still involved in one way or another. I'm long with one account, and im making money with a second account that I trade, it doesn't make any difference to me either way !! I'm a believer, so while I wait in one account, I buy the rumor sell the news in the other. Merry Christmas aged I'm a fan, good luck to you how does your two accounts justify your thoughts of mannkind involvement? sanofi and google object? do they even care about every tom, dick and harry article? 300 mil Market cap Mannkind doesnt care and you think multi billion companies do..? and they blessed that article? ok.. I believe you since you have 2 accounts. |
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Post by falconquest on Dec 24, 2016 20:31:36 GMT -5
I'm taking a quote from the first article announcing the alliance, it is also the first that shows up in the google search. I didn't write it !! It was an article that was published with the blessings of both Sanofi and Google, nobody objected to the quote, regardless who wrote it. I'm just pointing out how it could lead some to believe Mannkind is still involved in one way or another. I'm long with one account, and im making money with a second account that I trade, it doesn't make any difference to me either way !! I'm a believer, so while I wait in one account, I buy the rumor sell the news in the other. Merry Christmas aged I'm a fan, good luck to you how does your two accounts justify your thoughts of mannkind involvement? sanofi and google object? do they even care about every tom, dick and harry article? 300 mil Market cap Mannkind doesnt care and you think multi billion companies do..? and they blessed that article? ok.. I believe you since you have 2 accounts. Good ole' Mike, speculation, innuendo, and inference leading otherwise rational individuals to start speculating on alliances and relationships that don't exist. Good luck with that! |
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Post by mikesmilitaria on Dec 25, 2016 15:29:25 GMT -5
If you put all the pieces together (and I have) it points to a huge partnership in which Afrezza is THE KEY component.
So many think SNY would be in a tight spot coming back for MNKD and litigation would be a certainty BUT what they miss is that business, like life, is dynamic and what applied yesterday might not apply today or tomorrow. SNY can change marketing plans and directions and all the lawsuits in the world can't prevent that.
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Post by cretin11 on Dec 25, 2016 15:47:11 GMT -5
"things not worth pondering"
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Post by rockstarrick on Dec 25, 2016 16:00:43 GMT -5
I'm taking a quote from the first article announcing the alliance, it is also the first that shows up in the google search. I didn't write it !! It was an article that was published with the blessings of both Sanofi and Google, nobody objected to the quote, regardless who wrote it. I'm just pointing out how it could lead some to believe Mannkind is still involved in one way or another. I'm long with one account, and im making money with a second account that I trade, it doesn't make any difference to me either way !! I'm a believer, so while I wait in one account, I buy the rumor sell the news in the other. Merry Christmas aged I'm a fan, good luck to you how does your two accounts justify your thoughts of mannkind involvement? sanofi and google object? do they even care about every tom, dick and harry article? 300 mil Market cap Mannkind doesnt care and you think multi billion companies do..? and they blessed that article? ok.. I believe you since you have 2 accounts. I didn't say anything on my behalf about mnkd involvement, I actually agreed with you. I just pointed out how statements like the one I shared could make some believe Mannkind could still be involved in some way. I invested into Mannkind at the perfect the perfect time, at least in my opinion, (June 2012). I got in at a nice low price and got to watch as mnkd met several critical milestones, positive p3 trials, NDA, ADCOM, FDA Approval, and finally the Sanofi partnership. I was and still am a very passionate Investor, but I learned a few important lessons due to the Sanofi Failure to successfully promote and market afrezza. I defended Sanofi and their claims of a "soft launch", I honestly believed they were going to make afrezza the next blockbuster Insulin product. While most investors were disgusted with the way things were rolling out, I continued to support how genius the "soft launch" was, and wound up looking, and feeling like a complete fool for supporting a Company that never intended for a minute to hold up their end of the deal, I actually hate Sanofi with a passion, and I celebrate every time I see there MC fall. So now, instead of filling the board with a bunch of opinionated garbage like I used to, I just hold my core position, that is at a nice low average, and when opportunity arises, I buy a few shares cheap and take my profits. As far as Sanofi/Google, you don't know how this alliance is going to play out anymore than me or anybody else. You constantly challenge any member that suggests Mannkind will be involved in any way. So my question to you, what makes you think you know anymore than anybody else ?? Bottom line, you don't. You are just voicing an opinion just like me, Seyhey, Mike, or anybody who decides to comment on the subject. As for me, I hope Afrezza becomes a household name, and Sanofi sinks to the bottom, never to be heard from again as far as Mannkind is concerned. |
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Post by rockstarrick on Dec 25, 2016 16:06:32 GMT -5
how does your two accounts justify your thoughts of mannkind involvement? sanofi and google object? do they even care about every tom, dick and harry article? 300 mil Market cap Mannkind doesnt care and you think multi billion companies do..? and they blessed that article? ok.. I believe you since you have 2 accounts. Good ole' Mike, speculation, innuendo, and inference leading otherwise rational individuals to start speculating on alliances and relationships that don't exist. Good luck with that! Nope, if you can read, just read and try to comprehend my original post. Im just pointing out that you members who think they know more than anybody else, are full of it. Im making money on my mnkd investment, how about you ?? I lead my own horse, I respect Mike, you, and everybody else here on Proboards, but nobody here has any influence on any way that I think or trade. Never been a follower. Sorry, just the truth. |
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Post by agedhippie on Dec 26, 2016 9:36:01 GMT -5
The truth of the matter is any number of things could happen - the important thing is the probability of them happening. I could win the lottery tomorrow, but it's extremely unlikely (I have a higher chance of being kicked to death by a donkey statistically speaking). Equally the sun might rise tomorrow - now that is extremely likely to happen.
What is the point of all this? Just making the point that you can construct any number of what ifs and build any numbers of house of cards but ultimately probabilities rule. Could Sanofi ride to the rescue? Yes, however that is at the lottery winning, donkey kicking end of the spectrum - just not going to happen. Has Sanofi already moved on with the plan they have stated? Count on it.
On the plus side if the share price rose substantially on rumors of a Sanofi bailout I would clean up on my options and would make a killing on selling options to capitalize on the inevitable drop when the rumors turned out to be just that - rumors. So I have mixed feelings about Mike's posts although I cannot see them moving the market for obvious reasons.
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Post by falconquest on Dec 26, 2016 9:46:15 GMT -5
"So I have mixed feelings about Mike's posts although I cannot see them moving the market for obvious reasons".
No you're right, they won't move the market. His comments will just clutter up the board and create arguments over probabilities that don't exist. People will spend countless hours dispelling myths and actual facts will become blurred. But don't say I didn't tell you. It has begun already.
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Post by sportsrancho on Dec 26, 2016 10:02:39 GMT -5
The stocks moving up right now and I don't think it has anything to do with SNY, Google or RLS:-) It's undervalued compared to its potential. And it might be in anticipation for the marketing coming in 2017.
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Post by falconquest on Dec 26, 2016 10:20:57 GMT -5
I think you may be right sports but this stock has been rife with anticipation. Here is the dose of reality; anticipation is not sustainable. I certainly hope those marketing efforts pay off! Best of luck to all.
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Post by slugworth008 on Dec 26, 2016 12:38:06 GMT -5
Good ole' Mike, speculation, innuendo, and inference leading otherwise rational individuals to start speculating on alliances and relationships that don't exist. Good luck with that! Nope, if you can read, just read and try to comprehend my original post. Im just pointing out that you members who think they know more than anybody else, are full of it. Im making money on my mnkd investment, how about you ?? I lead my own horse, I respect Mike, you, and everybody else here on Proboards, but nobody here has any influence on any way that I think or trade. Never been a follower. Sorry, just the truth. Excellent post RR. Nobody knows what in the wide, wide world of sports is going on behind the scenes at MNKD that much IS certain. I feel good about 2017. But then again I felt pretty good after the SNY partnership too. We'll see. Happy New Year to ya Rock. |
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Post by slugworth008 on Dec 26, 2016 12:39:04 GMT -5
The stocks moving up right now and I don't think it has anything to do with SNY, Google or RLS:-) It's undervalued compared to its potential. And it might be in anticipation for the marketing coming in 2017. That's been my take as well sports. DTC cannot get going soon enough IMO |
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Post by brotherm1 on Dec 26, 2016 13:03:39 GMT -5
SNY and Verily were in discussions to form a partership in diabetes care since last year, before SNY dropped Afrezza. SNY's opinion AT THE TIME they dropped Afrezza was that Afrezza was not commercially viable. Things change over time such as with better instruments and software to monitor blood glucose levels. Verily I believe was probably very intersted in Afrezza and I think probably still is ( Why woud Verily have chosen to partner with SNY and not others?). Now, with SNY dropping Afrezza, it kept Afrezza from being an overnight marketing success and kept MNKD's share price low enough for a buyout of MNKD. It would not surpise me in the least to see Verily eventually make an offer for MNKD (especially with Epihale and others eventually coming to fruition that they could drop into their other medical science divisions).
Also, regarding the Onduo partership formed officially between SNY and Verily a few months ago, if Verily would see Afrezza being synergistic to their software and gadget sales, I doubt SNY would try to step in the way. Verily has access to Google's pockets which dwarf SNY's.
Looking backwards, I'm thinking it's entirely possible the reason SNY dropped Afrezza, was because of the pending partnership with Verily [drop Afrezza, keep MNKD's share price low, let MNKD work on insurance and educating endos while Onduo partners with other(s) such as Dexcom and works to bring other glucose monitoring software and gadgets to the forefront].
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Post by Deleted on Dec 26, 2016 13:06:55 GMT -5
Time to get Christopher Nolan in here . Mentally blocks this thread
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