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Post by pengiep on Jan 5, 2017 16:55:29 GMT -5
Were he to do that, it would be more effective and forceful advertising than was done by Sanofi.
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Post by otherottawaguy on Jan 5, 2017 21:11:46 GMT -5
Anyone notice that the price was rising until the dissemination of the news at 1000h that the conference was not until the 12th?
OOG
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Post by mnkdfann on Jan 5, 2017 23:10:34 GMT -5
Anyone notice that the price was rising until the dissemination of the news at 1000h that the conference was not until the 12th? OOG I really doubt that did anything. MNKD was actually rising until about 10:30 am, then it leveled off for about 30 minutes, then it took a big drop. Which is pretty much what the markets overall were doing. The DJI fell 100 points between 11 am and 11:30 am EST. The same exact time period MNKD fell. Besides which, corrected news about the conference was already out yesterday. |
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Post by tayl5 on Jan 6, 2017 1:27:06 GMT -5
I agree, that is confusing and actually wrong. Apparently a misprint. The J.P. Morgan 35th Annual Healthcare Conference will take place 9 – 12 January 2017 in San Francisco, CA, USA. So, what type of event is this Health Care Conference? Is this the type of forum that BIG news is typically announced? Or, ANY important news? Or, just ho-hum stuff about what MNKD does? Any thoughts on Big News ... (Probable? Possible? Not at all?) The JP Morgan Healthcare Conference is the biggest meeting of the year for biopharma dealmaking. It would be entirely appropriate for MannKind to make a major announcement there. Not saying that they will, but it would be the right context. It's the kind of conference where emerging biotechs looking for funding arrange 20 side meetings with VC firms and potential strategic partners and hope to come away with some serious prospects. A good metaphor would be one of those sea creature mating orgies but instead of eggs and sperm it's drugs and cash that are flying. |
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Post by MnkdWASmyRtrmntPlan on Jan 9, 2017 13:01:03 GMT -5
Thanks for that answer, tayl5. It sounds optimistic that we might get some news then. I will "stay tuned" til Thursday.  Also, interesting metaphor. |
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Post by kc on Jan 9, 2017 13:10:38 GMT -5
Sometimes you never see it coming like this AM with ARIA.
Ariad Not Presenting today at the 35th Annual J.P. Morgan Health Conference
I know its very unlikely but sometime in the future we all will have some type of moment like this. |
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Post by factspls88 on Jan 9, 2017 13:18:59 GMT -5
The JP Morgan Healthcare Conference is the biggest meeting of the year for biopharma dealmaking. It would be entirely appropriate for MannKind to make a major announcement there. Not saying that they will, but it would be the right context. It's the kind of conference where emerging biotechs looking for funding arrange 20 side meetings with VC firms and potential strategic partners and hope to come away with some serious prospects. A good metaphor would be one of those sea creature mating orgies but instead of eggs and sperm it's drugs and cash that are flying. I have been holding MNKD for almost 4 years. Nothing of any import has been announced at the JPM or any other conference. Anything is possible but I am not holding my breath. |
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Post by silentknight on Jan 9, 2017 14:49:59 GMT -5
I believe those expecting news from the conference will once again be disappointed. MNKD isn't in a position to announce much, as even a decision to expand to international markets or new developments in their pipeline will probably be viewed with significant skepticism. Nobody is going to take MNKD seriously until they sell Afrezza and they've demonstrated themselves to be incapable of doing that. Epi developments, including a partnership, or potential international approval would be welcome events, but would probably have little to no long term benefit to shareholders since Afrezza has turned out to be nothing more than a huge weight around their neck so far.
I expect you'll hear a very general account from Matt about what they discussed at the most recent conference call, label change submission, "epi is our lead candidate....we are in talks for a NDA sumbission this year.." and nothing else.
In short, it will be a non-event.
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Post by Deleted on Jan 9, 2017 14:51:59 GMT -5
I believe those expecting news from the conference will once again be disappointed. MNKD isn't in a position to announce much, as even a decision to expand to international markets or new developments in their pipeline will probably be viewed with significant skepticism. Nobody is going to take MNKD seriously until they sell Afrezza and they've demonstrated themselves to be incapable of doing that. Epi developments, including a partnership, or potential international approval would be welcome events, but would probably have little to no long term benefit to shareholders since Afrezza has turned out to be nothing more than a huge weight around their neck so far. I expect you'll hear a very general account from Matt about what they discussed at the most recent conference call, label change submission, "epi is our lead candidate....we are in talks for a NDA sumbission this year.." and nothing else. In short, it will be a non-event. stay tuned? |
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Post by silentknight on Jan 9, 2017 14:52:23 GMT -5
Sometimes you never see it coming like this AM with ARIA.
Ariad Not Presenting today at the 35th Annual J.P. Morgan Health Conference
I know its very unlikely but sometime in the future we all will have some type of moment like this. I bought ARIA when they FDA pulled their drug a few years ago and their share price tanked. I held for a little while, took profits and invested it all into MNKD. Needless to say that I made the worst mistake of my life in doing that.... I also used to own a few thousand shares of NVDA. Don't even get me started on that.... |
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Post by LosingMyBullishness on Jan 9, 2017 15:30:50 GMT -5
Sometimes you never see it coming like this AM with ARIA.
Ariad Not Presenting today at the 35th Annual J.P. Morgan Health Conference
I know its very unlikely but sometime in the future we all will have some type of moment like this. I bought ARIA when they FDA pulled their drug a few years ago and their share price tanked. I held for a little while, took profits and invested it all into MNKD. Needless to say that I made the worst mistake of my life in doing that.... I also used to own a few thousand shares of NVDA. Don't even get me started on that.... My bad investment in MNKD pales in comparison. Really sorry to read this. |
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Post by LosingMyBullishness on Jan 9, 2017 15:47:03 GMT -5
Sometimes you never see it coming like this AM with ARIA.
Ariad Not Presenting today at the 35th Annual J.P. Morgan Health Conference
I know its very unlikely but sometime in the future we all will have some type of moment like this. There is at least one parallel universe where this comes true. |
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Post by gamblerjag on Jan 9, 2017 17:43:57 GMT -5
we better not see a 75% increase at buyout unless we are at 13 bucks.  |
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Post by kc on Jan 9, 2017 17:59:05 GMT -5
FDA approved drug is worth something. We are being hosed by the Big Pharma Insulin cartel.
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Post by compound26 on Jan 9, 2017 18:26:15 GMT -5
Cost to Develop and Win Marketing Approval for a New Drug Is $2.6 Billioncsdd.tufts.edu/news/complete_story/pr_tufts_csdd_2014_cost_studyNovember 18, 2014 BOSTON – Nov. 18, 2014 – Developing a new prescription medicine that gains marketing approval, a process often lasting longer than a decade, is estimated to cost $2,558 million, according to a new study by the Tufts Center for the Study of Drug Development. The $2,558 million figure per approved compound is based on estimated: Average out-of-pocket cost of $1,395 million
Time costs (expected returns that investors forego while a drug is in development) of $1,163 millionEstimated average cost of post-approval R&D—studies to test new indications, new formulations, new dosage strengths and regimens, and to monitor safety and long-term side effects in patients required by the U.S. Food and Drug Administration as a condition of approval—of $312 million boosts the full product lifecycle cost per approved drug to $2,870 million. All figures are expressed in 2013 dollars. The new analysis, which updates similar Tufts CSDD analyses, was developed from information provided by 10 pharmaceutical companies on 106 randomly selected drugs that were first tested in human subjects anywhere in the world from 1995 to 2007. “Drug development remains a costly undertaking despite ongoing efforts across the full spectrum of pharmaceutical and biotech companies to rein in growing R&D costs,” said Joseph A. DiMasi, director of economic analysis at Tufts CSDD and principal investigator for the study. He added, “Because the R&D process is marked by substantial technical risks, with expenditures incurred for many development projects that fail to result in a marketed product, our estimate links the costs of unsuccessful projects to those that are successful in obtaining marketing approval from regulatory authorities.” In a study published in 2003, Tufts CSDD estimated the cost per approved new drug to be $802 million (in 2000 dollars) for drugs first tested in human subjects from 1983 to 1994, based on average out-of-pocket costs of $403 million and capital costs of $401 million. The $802 million, equal to $1,044 million in 2013 dollars, indicates that the cost to develop and win marketing approval for a new drug has increased by 145% between the two study periods, or at a compound annual growth rate of 8.5%. According to DiMasi, rising drug development costs have been driven mainly by increases in out-of-pocket costs for individual drugs and higher failure rates for drugs tested in human subjects. Factors that likely have boosted out-of-pocket clinical costs include increased clinical trial complexity, larger clinical trial sizes, higher cost of inputs from the medical sector used for development, greater focus on targeting chronic and degenerative diseases, changes in protocol design to include efforts to gather health technology assessment information, and testing on comparator drugs to accommodate payer demands for comparative effectiveness data. Lengthening development and approval times were not responsible for driving up development costs, according to DiMasi. “In fact,” DiMasi said, “changes in the overall time profile for development and regulatory approval phases had a modest moderating effect on the increase in R&D costs. As a result, the time cost share of total cost declined from approximately 50% in previous studies to 45% for this study.” The study was authored by DiMasi, Henry G. Grabowski of the Duke University Department of Economics, and Ronald W. Hansen at the Simon Business School at the University of Rochester.
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