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Post by promann on May 14, 2017 4:13:47 GMT -5
that AMGEN job offer was just listed about 12 days ago ..and on one of the websites the JOB was listed as "CONFIDENTIAL| Part of the job description was translation of materials into host country languages.... so that tells me its something new AMGEN will EITHER own MNKD or be its International Partner and this will Happen very soon. I hope it's a partnership and I hope they do very well and Afrezza sells like hot cakes in other countries because they are not crooked like the UNited States. (Doctors and Insurance companies bought out of greed of big Pharma)
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Post by rossomalley on May 14, 2017 5:03:00 GMT -5
Biggest problem I have with this plan is why is Amgen investing all this money before any paperwork is signed? Material events need to be announced. Nothing has been. The only way this theory makes any sense at all is if it would give both companies an incredible strategic advantage to keep everything quiet until the final minute and then sign an agreement and announce. If they've already struck a deal, or are even in the final stages of it, wouldn't they want their buyers to have the added benefit of knowing that Amgen was a part of the deal? That would not be allowed to be disclosed until the contract between Amgen and MNKD gets signed, right? I'll admit, there are a lot of coincidences at play. They just seem like coincidences to me right now. They don't connect in any logical way... It still feels like I'd be trying to make them connect rather than seeing that they do. I'll give you a reason, a big and very real one. Amgen could be waiting until Afrezza sales turn the corner, or at least until after their own AGM, so they don't have a shareholders revolt for the price they would have to pay to get Afrezza. While we may see its (true, I hope ) potential, and some far sighted Amgen exec might, I'm almost certain they would have a lot of stakeholders who (initially, at least) thought they overpaid. And I'm dead certain that Wall Street is going to think they overpaid and punish their stock price.
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Post by mnkdfann on May 14, 2017 5:59:33 GMT -5
I haven't looked at your links (so maybe these were included there), but Amgen certainly does have non-injectable drugs. Examples include sensipar and kiklin (in tablets or capsules).
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Post by sportsrancho on May 14, 2017 6:35:16 GMT -5
Biggest problem I have with this plan is why is Amgen investing all this money before any paperwork is signed? Material events need to be announced. Nothing has been. The only way this theory makes any sense at all is if it would give both companies an incredible strategic advantage to keep everything quiet until the final minute and then sign an agreement and announce. If they've already struck a deal, or are even in the final stages of it, wouldn't they want their buyers to have the added benefit of knowing that Amgen was a part of the deal? That would not be allowed to be disclosed until the contract between Amgen and MNKD gets signed, right? I'll admit, there are a lot of coincidences at play. They just seem like coincidences to me right now. They don't connect in any logical way... It still feels like I'd be trying to make them connect rather than seeing that they do. I'll give you a reason, a big and very real one. Amgen could be waiting until Afrezza sales turn the corner, or at least until after their own AGM, so they don't have a shareholders revolt for the price they would have to pay to get Afrezza. While we may see its (true, I hope ) potential, and some far sighted Amgen exec might, I'm almost certain they would have a lot of stakeholders who (initially, at least) thought they overpaid. And I'm dead certain that Wall Street is going to think they overpaid and punish their stock price. So much truth to this IMO. I can see a partnership, a stake in the company ( 5%) And a show us what you got and we'll talk later:-)
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Post by peppy on May 14, 2017 6:59:56 GMT -5
I haven't looked at your links (so maybe these were included there), but Amgen certainly does have non-injectable drugs. Examples include sensipar and kiklin (in tablets or capsules).Astellas Pharma Launches Kiklin® Capsules, a Treatment for Hyperphosphatemia, in Japan -Provides a New Option for Patients with Hyperphosphatemia- Tokyo, June 25, 2012 - Astellas Pharma Inc. (“Astellas Pharma”; Tokyo:4503; President and CEO: Yoshihiko Hatanaka) today announced that Kiklin® Capsules 250mg (generic name:Bixalomar) will become available in the Japanese market on June 26, 2012, for the indication of hyperphosphatemia in patients on dialysis with chronic kidney disease.
Sensipar is Amgen pi.amgen.com/~/media/amgen/repositorysites/pi-amgen-com/sensipar/sensipar_pi_hcp_english.ashx
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Post by mnkdfann on May 14, 2017 7:05:02 GMT -5
I haven't looked at your links (so maybe these were included there), but Amgen certainly does have non-injectable drugs. Examples include sensipar and kiklin (in tablets or capsules).Astellas Pharma Launches Kiklin® Capsules, a Treatment for Hyperphosphatemia, in Japan -Provides a New Option for Patients with Hyperphosphatemia- Tokyo, June 25, 2012 - Astellas Pharma Inc. (“Astellas Pharma”; Tokyo:4503; President and CEO: Yoshihiko Hatanaka) today announced that Kiklin® Capsules 250mg (generic name:Bixalomar) will become available in the Japanese market on June 26, 2012, for the indication of hyperphosphatemia in patients on dialysis with chronic kidney disease.
Sensipar is Amgen pi.amgen.com/~/media/amgen/repositorysites/pi-amgen-com/sensipar/sensipar_pi_hcp_english.ashx
I'm not sure what the point of your post is. Are you saying Kiklin is not Amgen? Astellas Pharma IS an Amgen venture. Amgen Astellas BioPharma K.K. www.aabp.co.jp/en/So, yes, Kiklin is an Amgen product.
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Post by peppy on May 14, 2017 7:28:28 GMT -5
Astellas Pharma Launches Kiklin® Capsules, a Treatment for Hyperphosphatemia, in Japan -Provides a New Option for Patients with Hyperphosphatemia- Tokyo, June 25, 2012 - Astellas Pharma Inc. (“Astellas Pharma”; Tokyo:4503; President and CEO: Yoshihiko Hatanaka) today announced that Kiklin® Capsules 250mg (generic name:Bixalomar) will become available in the Japanese market on June 26, 2012, for the indication of hyperphosphatemia in patients on dialysis with chronic kidney disease.
Sensipar is Amgen pi.amgen.com/~/media/amgen/repositorysites/pi-amgen-com/sensipar/sensipar_pi_hcp_english.ashx
I'm not sure what the point of your post is. Are you saying Kiklin is not Amgen? Astellas Pharma IS an Amgen venture. Amgen Astellas BioPharma K.K. www.aabp.co.jp/en/So, yes, Kiklin is an Amgen product. Thanks mnkdfann.
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Post by babaoriley on May 14, 2017 13:13:37 GMT -5
Wow, some incredible dot connecting on this thread! Very interesting. I'm going to have to take a ride by the new MNKD headquarters, who knows what other businesses are nearby, McDonalds, Starbucks, O'Reilly Auto Parts. I hope some good sushi is nearby, I'd like to see us partner with one of those!
Regarding an Amgen buyout and finessing it through their shareholders - heck, they might not even notice. And they won't overpay, any takeover from current share price will be a disappointment to most here. Now, if we could get to $2, then get an offer...
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Post by ilovekauai on May 14, 2017 13:26:44 GMT -5
Well, there certainly seems to be copious amounts of positive chatter about these days as to the future success of Afrezza. Good things happen to good people. I've always believed that & hoping for the best this week to all diabetics worldwide, all Long shareholders in MNKD, & beyond to a bright future. Aloha!
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Post by prosper on May 15, 2017 14:05:26 GMT -5
Wherever there is national support and a diabetic population. The more success stories we can have regardless of the location the better for US acceptance.
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Post by prosper on May 15, 2017 14:09:14 GMT -5
i don't think our concern for using A with smoking should be a question of safety, but rather a question of all the crud=tar in the lungs will affect efficacy of A absorbing correctly. I have seen no threads addressing that particular point. Google images of a smoker's lungs to see my point.
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Post by cyn on May 15, 2017 16:51:34 GMT -5
FYI: The following link is to the Health Authority-Abu Dhabi (HAAD's) approved drug search engine. Search under the generic name of "Insulin" and you'll see that Abu Dhabi allows most all globally manufactured insulin products... Pfizer's Exubera was even approved. I see no reason why they would not approve Afrezza too. www.haad.ae/haad/tabid/1328/Default.aspx
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Post by dreamboatcruise on May 15, 2017 21:01:13 GMT -5
i don't think our concern for using A with smoking should be a question of safety, but rather a question of all the crud=tar in the lungs will affect efficacy of A absorbing correctly. I have seen no threads addressing that particular point. Google images of a smoker's lungs to see my point. If someone doesn't have trouble breathing they probably wouldn't have trouble absorbing Afrezza. If they are on oxygen because of lungs issues, then I'd suspect that inhalation wouldn't be the best mechanism of delivering drugs. As for smokers, one "concern" is that if a person develops a cancer because of smoking then the insulin exposure could hasten the growth of the tumor. Note... I'm not saying Afrezza causes tumors, just that it has not been determined whether the direct insulin exposure might affect tumor growth rate.
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Post by straightly on May 15, 2017 21:21:01 GMT -5
While middle eastern countries have a serious problem of diabetes, they have an even bigger problem with smoking. UAE is 30% smokers and for "young people" its upwards of 40%. Not only is the percentage very high, its growing higher in recent years. Rates of lung cancer are growing. Likely there is a population of ex-smokers too. Mnkd making another strategic blunder going into the middle east IMO. Good place to initiate and recruit for new clinical study to determine safeness and effectiveness among smokers. If your lung can handle smoking, Afrezza will truly a breeze.
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