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Post by sportsrancho on Jan 7, 2017 20:17:24 GMT -5
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Post by cjc04 on Jan 7, 2017 20:42:31 GMT -5
IMO, she may be the most interesting piece to all of this. She's a smart girl, she could work for anyone, anywhere. Yet she agreed to officially leave her long term employer MNKD, and go on the record working for RLS, a spec start up company. If she wants to make real money then going to a start-up and getting paid partly in equity is the way to do it. It's high risk high reward but it certainly makes sense if you can cope with the stress and risk. Been there, done that.  True, and I'm definitely in that category, which is why I'm knee deep upside-down in this investment. But she's a scientist, calculated & deliberate.... "risk taker" is the last explanation I'd believe for her move. |
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Post by Deleted on Jan 7, 2017 20:54:40 GMT -5
I believe we found out she was at RLS just after she didn't show up to a conference to speak for MNKD, which I think was just before the RLS deal was announced. They were all pretty close together around a year ago... There is no doubt she is working in Danbury, unless there's a lab in Valencia... the point is, she's working in a MNKD facility. I clearly remember one of the details of the deal being that RLS would work with MNKD in their facility. Besides, does anyone really believe RLS has a lab... To take that a step further, IMO, nothing has changed with the daily routine of her job, other than the name on her check. From there is where I get really curious. Why did she need to switch employers? If RLS is paying for all the work to be done and it's being done in MNKD's facility, then why not just pay MNKD to pay her?? IMO, she may be the most interesting piece to all of this. She's a smart girl, she could work for anyone, anywhere. Yet she agreed to officially leave her long term employer MNKD, and go on the record working for RLS, a spec start up company. We talk all the time on these threads about too much speculation and reading into things, but if someone doesn't think there is something to read into with her, then their head is in he sand..... and I don't mean to say that something amazing is going on, the move could be to separate things in case of a BK or partial sale, but I have no doubt things are happening behind the scenes and we only know what we know, anything else is guessing, good or bad. I remember Matt saying they were prominent Seattle business people and when doing the due diligence he was surprised at how well funded RLS would be. Now, no ones knows better than Matt what it took to build Danbury let alone get afrezza to market. $6M in bonds to fund operations makes no sense except of course to IAM2. Just from Starbucks last year Kevin Johnson made about $8.5M which is probably walk around money for him. Until someone confirms different from Ms. Carman I am sticking with the Christmas bonus in bonds theory. Now, in the beginning the lab work was being done in Danbury. They even built a secure facility to comply with the DEA schedule 1 requirements. At that point they were working with standards. Their next phase required CBD in volume and they had to build an extraction facility. That was originally going to be in Danbury but then they decided Valencia would be better because of the legalization. Can Andrea do what she needs to do in Danbury, most likely. Next to Al was anyone smarter? She would be across the street from where they held the annual meeting. yeah cos I pulled it out of my rear end like all your fantasies.  including the SEC filings.. In Denial ha? |
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Post by therealcd on Jan 7, 2017 21:00:44 GMT -5
I believe we found out she was at RLS just after she didn't show up to a conference to speak for MNKD, which I think was just before the RLS deal was announced. They were all pretty close together around a year ago... UH OH? haaaaaaaaaaaa. |
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Post by cjc04 on Jan 7, 2017 21:43:20 GMT -5
Sorry, I don't get it... what's your question. |
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Post by brentie on Jan 7, 2017 21:53:48 GMT -5
Sports, here's a better look at Andrea from 2011. |
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Post by therealcd on Jan 7, 2017 22:00:08 GMT -5
Settle Down. ROF. haaaaaaaaa. |
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Post by sportsrancho on Jan 7, 2017 22:00:09 GMT -5
Sports, here's a better look at Andrea from 2011. Nice! I'm disappointed I won't get to hear her in SD:-(. |
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Post by falconquest on Jan 7, 2017 22:51:34 GMT -5
From Andrea's Linkedin... Chief Scientific Officer Receptor Life Sciences October 2015 – Present (1 year 4 months) Receptor Life Sciences, Inc. is a pharmaceutical development company based in Seattle, Washington. Receptor is quietly laying the foundation for groundbreaking new products in the specialty pharmaceutical market. So here is the definition of "specialty pharmaceuticals" from wiki.... Specialty drugs or specialty pharmaceuticals are a recent designation of pharmaceuticals that are classified as high-cost, high complexity and/or high touch. Specialty drugs are often biologics—"drugs derived from living cells" that are injectable or infused (although some are oral medications). More info on specialty pharmaceuticals..... www.prescienthg.com/events-and-case-studies/hot-topics/specialty-pharmaceuticals-the-shifting-focus-of-care-and-the-players-driving-change/Personally, I'm still betting on pain as the big driver here. A non-opioid pain medication would be just huge. |
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Post by brotherm1 on Jan 8, 2017 0:43:00 GMT -5
"Personally, I'm still betting on pain as the big driver here. A non-opioid pain medication would be just huge."
Sounds like marijuana
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Post by mnkdfann on Jan 8, 2017 1:56:24 GMT -5
Marijuana? I'm surprised no one ever suggested that before.  |
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Post by babaoriley on Jan 8, 2017 2:14:35 GMT -5
Marijuana? I'm surprised no one ever suggested that before. I just think no one remembers that is has been!!  This is just a little $6 million bond private placement bond offering, not much here, really. Sell the drug, dammit! |
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Post by falconquest on Jan 8, 2017 8:52:56 GMT -5
"Personally, I'm still betting on pain as the big driver here. A non-opioid pain medication would be just huge." Sounds like marijuana Could be. Might not be. One thing I know is that Dr. Bay has the skill set to make a complex formulation happen. It will be very interesting to learn what it is. |
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Post by kc on Jan 8, 2017 9:21:33 GMT -5
Marijuana? I'm surprised no one ever suggested that before. To me your comment is just one toke over the line. |
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Post by sayhey24 on Jan 8, 2017 9:40:42 GMT -5
"Personally, I'm still betting on pain as the big driver here. A non-opioid pain medication would be just huge." Sounds like marijuana Could be. Might not be. One thing I know is that Dr. Bay has the skill set to make a complex formulation happen. It will be very interesting to learn what it is. One thing most would concede is that what RLS is working on and what their plans are, are still a secret. Of course IAM2 might dispute that. When Matt listed the potential areas RLS maybe addressing, it sounded a lot like GWPH to me. The "secret slide" which has since disappeared not only listed medical but also recreational use. How or if that might fit into a Starbucks operation for retail sales, who knows except Ms. Carman and the Starbucks boys. One thing we do know is the guy who figured out how to get people to stand in line and pay $10 for a cup of coffee and a doughnut is now a key guy at RLS and Mr. Johnson will soon be the SBUX CEO. How big is the recreational market for Technopot? I guess we will find out. When? Is it bigger than the medical space? What I do know is time to market is a lot shorter and all that left over THC from extraction now has a use. In the medical space GWPH has been struggling with their pain formulation. Maybe it is the proper CBD/THC ratio. That would be an interesting topic to hear Dr. Bay speak on. Here is what the FDA is saying fda.gov/NewsEvents/PublicHealthFocus/ucm421168.htm |
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including the SEC filings.. In Denial ha?
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