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Post by nadathing on Jun 11, 2017 7:10:08 GMT -5
You are writing like MNKD is a normal run of the mill small Pharma...its not. The reason for the relentless Shorting, Naked Shorting, and criminal activity is to destroy this company before it takes Billions from all other Prandial insulins makers on the market. BP is scared to death about Afrezza ....its worth millions to try and bankrupt MNKD. It is not going to happen. AND other BPs understands the significance of Afrezza ... and the massive Diabetes drug Markets. Time will tell but Mike is very optimistic and so am I. If other BP's understood the significance of Afrezza we would have been bought out a long time ago or at least had a better partnership than we had with SNY. It is obvious that no BP has any, and I mean ANY, interest in Technosphere. The market is overseas and for juvenile T1's IMO. |
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Post by sportsrancho on Jun 11, 2017 7:32:03 GMT -5
You are writing like MNKD is a normal run of the mill small Pharma...its not. The reason for the relentless Shorting, Naked Shorting, and criminal activity is to destroy this company before it takes Billions from all other Prandial insulins makers on the market. BP is scared to death about Afrezza ....its worth millions to try and bankrupt MNKD. It is not going to happen. AND other BPs understands the significance of Afrezza ... and the massive Diabetes drug Markets. Time will tell but Mike is very optimistic and so am I. If other BP's understood the significance of Afrezza we would have been bought out a long time ago or at least had a better partnership than we had with SNY. It is obvious that no BP has any, and I mean ANY, interest in Technosphere. The market is overseas and for juvenile T1's IMO. I agree, but 18 months to 2 years and they'll all know that Afrezza is not going away. |
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Post by Deleted on Jun 11, 2017 7:53:55 GMT -5
nadathing "If other BP's understood the significance of Afrezza we would have been bought out a long time ago or at least had a better partnership than we had with SNY. It is obvious that no BP has any, and I mean ANY, interest in Technosphere." Could not disagree more. Big pharmaceuticals knows Technosphere's potential and the disruption it can cause. Their solution is to try to bankrupt MannKind. Fortunately, it appears they are going to fail and Al's dream will materialize.
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Post by cjm18 on Jun 11, 2017 8:33:52 GMT -5
nadathing "If other BP's understood the significance of Afrezza we would have been bought out a long time ago or at least had a better partnership than we had with SNY. It is obvious that no BP has any, and I mean ANY, interest in Technosphere." Could not disagree more. Big pharmaceuticals knows Technosphere's potential and the disruption it can cause. Their solution is to try to bankrupt MannKind. Fortunately, it appears they are going to fail and Al's dream will materialize. BP try to bankrupt mannkind by not buying mannkind.  . There's a reason why other companies dropped their inhalable insulins or never tried to make one in the first place. Just as electric cas required a rich entrepreneur to gain acceptance inhalable insulin needed Al Mann. |
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Post by mnholdem on Jun 11, 2017 10:28:05 GMT -5
Regarding Mike Castagna's comment about Afrezza in UAE, China and India: UAE: This seems to confirm that the UAE rumor was, in fact, a news leak; China: Amphastar is already in place and has secured first right of refusal to sell Afrezza in China. Since AMPH also supplies the only raw insulin currently approved by the FDA for manufacturing Afrezza, it would benefit Amphastar to get this deal done ASAP. Of course, MNKD shareholders will benefit as well; India: Has the 2nd largest population with diabetes behind China, but also a reputation for patent infringement and weak enforcement of patent violations. Is there an interested distributor for this region or is the statement of Afrezza in India intended to bolster investor confidence? One advantage of India is that they have a drug approval process that often gives the "rubber stamp" to rapidly approve drugs that are approved by the FDA. In addition, there are a couple pharmaceutical companies in India that specialize in generic drugs. Alfred Mann once mentioned that generic API could be used for many of MannKind's pipeline drugs. One example of a generic API manufactured in India is Sumatriptan, the API used in the #1 global brand for migraines, currently marketed by GSK with the name Imitrex.  |
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Post by saxcmann on Jun 11, 2017 15:16:03 GMT -5
Title of post is misleading in my opinion. Mike says China and India are great target markets for diabetes. He didn't say they are next in article? The article is very good and positive tho. My 2 cents...
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Post by ilovekauai on Jun 11, 2017 16:48:20 GMT -5
I suspect we will have a decent upcoming trading week and beyond thanks to this Michael C. interview. Slowly the rudder on HMS Afrezza is turning our way and the winds are behind the sail now. BP must be frustrated and the shorts will become increasingly restless. That HFT activity which bothers me so much, is on borrowed time now. Bravo to our new CEO! Aloha.
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Post by falconquest on Jun 11, 2017 17:20:39 GMT -5
I suspect we will have a decent upcoming trading week and beyond thanks to this Michael C. interview. Slowly the rudder on HMS Afrezza is turning our way and the winds are behind the sail now. BP must be frustrated and the shorts will become increasingly restless. That HFT activity which bothers me so much, is on borrowed time now. Bravo to our new CEO! Aloha. I'm not as optimistic. If cash represents the wind then we may get out of the harbor only to find our sails (sales?) go slack. If Mike doesn't find a way to resolve the cash situation and soon then we may all be paddling the HMS Afrezza. |
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Post by sportsrancho on Jun 11, 2017 18:20:11 GMT -5
I suspect we will have a decent upcoming trading week and beyond thanks to this Michael C. interview. Slowly the rudder on HMS Afrezza is turning our way and the winds are behind the sail now. BP must be frustrated and the shorts will become increasingly restless. That HFT activity which bothers me so much, is on borrowed time now. Bravo to our new CEO! Aloha. I'm not as optimistic. If cash represents the wind then we may get out of the harbor only to find our sails (sales?) go slack. If Mike doesn't find a way to resolve the cash situation and soon then we may all be paddling the HMS Afrezza. Maybe he already has. He did say if we didn't get a partner in some TS we could fund ourselves. He's a doer not a BS'er IMO To carry a little disposable epinephrine in your pocketbook or something is much easier than carrying a big pen around with you. I’m excited about that product. This could make a big difference for patients. We’re looking at either potential partners to bring that forward, or we’ll fund that ourselves. |
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Post by agedhippie on Jun 11, 2017 19:52:49 GMT -5
I'm not as optimistic. If cash represents the wind then we may get out of the harbor only to find our sails (sales?) go slack. If Mike doesn't find a way to resolve the cash situation and soon then we may all be paddling the HMS Afrezza. Maybe he already has. He did say if we didn't get a partner in some TS we could fund ourselves. He's a doer not a BS'er IMO To carry a little disposable epinephrine in your pocketbook or something is much easier than carrying a big pen around with you. I’m excited about that product. This could make a big difference for patients. We’re looking at either potential partners to bring that forward, or we’ll fund that ourselves. I am far more interested in the other drugs than the epinephrine device. My suspicion is that people will stick with the injector in whatever form it comes in (the Auvi-Q looks cute) because it's what they are familiar with. There is always going to be the fear, reasonable or not, that things will happen to fast to inhale properly and injecting removes that. On top I think epi-pens will shortly become a commodity item because so many people seem to be going for the market. I want to see drugs where there is less competition like their others. |
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Post by anderson on Jun 11, 2017 20:07:35 GMT -5
People keep bringing up the cash runway. While I am concerned there, might be a few rabbits left in the hat. One question is how in love with Afrezza is Jeff Dachis? Has he or will he take a personal stake in MNKD? His net worth isn't listed, but could be anywhere from a few 10's of millions to a couple hundred. He at one point should have been a billionaire with Razorfish but lost most of that when his company share price tanked. Dachis group sounds like it had a lot of capital behind it when he sold it. So even if he doesn't have a lot of cash himself, he seems to know where to look for investment capital. Also he seems to know quit a few people(Hollywood Stars as well as business men outside of finance) so he might raise awareness of Afrezza to those who have money to invest.
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Post by agedhippie on Jun 11, 2017 20:22:30 GMT -5
People keep bringing up the cash runway. While I am concerned there, might be a few rabbits left in the hat. One question is how in love with Afrezza is Jeff Dachis? Has he or will he take a personal stake in MNKD? His net worth isn't listed, but could be anywhere from a few 10's of millions to a couple hundred. He at one point should have been a billionaire with Razorfish but lost most of that when his company share price tanked. Dachis group sounds like it had a lot of capital behind it when he sold it. So even if he doesn't have a lot of cash himself, he seems to know where to look for investment capital. Also he seems to know quit a few people(Hollywood Stars as well as business men outside of finance) so he might raise awareness of Afrezza to those who have money to invest. Funding for One Drop was $1 million angel funding, and an $8 million Series A funding round. If he had the money he would probably not have taken the Series A, and definitely not the angel funding. The Series A came from a group of 6 NYC funds so not big money but perfectly good for the amount One Drop needed. |
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Post by falconquest on Jun 11, 2017 20:50:17 GMT -5
I'm not as optimistic. If cash represents the wind then we may get out of the harbor only to find our sails (sales?) go slack. If Mike doesn't find a way to resolve the cash situation and soon then we may all be paddling the HMS Afrezza. Maybe he already has. He did say if we didn't get a partner in some TS we could fund ourselves. He's a doer not a BS'er IMO To carry a little disposable epinephrine in your pocketbook or something is much easier than carrying a big pen around with you. I’m excited about that product. This could make a big difference for patients. We’re looking at either potential partners to bring that forward, or we’ll fund that ourselves. I want to believe you're right sports but the proof is in the pudding, not what is being said. Mike seems to be an aggressive type yet sales of Afrezza have not improved under his direction. I need to see tangible results before I buy in to the "Mike is great" attitude. |
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Post by kuka on Jun 11, 2017 20:51:45 GMT -5
if China and India were not in Play ...he would not have mentioned them. this was a calculated move.
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Post by mango on Jun 11, 2017 20:59:48 GMT -5
Maybe he already has. He did say if we didn't get a partner in some TS we could fund ourselves. He's a doer not a BS'er IMO To carry a little disposable epinephrine in your pocketbook or something is much easier than carrying a big pen around with you. I’m excited about that product. This could make a big difference for patients. We’re looking at either potential partners to bring that forward, or we’ll fund that ourselves. I am far more interested in the other drugs than the epinephrine device. My suspicion is that people will stick with the injector in whatever form it comes in (the Auvi-Q looks cute) because it's what they are familiar with. There is always going to be the fear, reasonable or not, that things will happen to fast to inhale properly and injecting removes that. On top I think epi-pens will shortly become a commodity item because so many people seem to be going for the market. I want to see drugs where there is less competition like their others. The problem with EpiPen is that it hurts pretty significantly. Also, far too often people wait until the last minute to use it (because of the above) and they end up in the ER because of it. It is fairly common. I think many many people would benefit from having a small inhaler with Epi for them to use. A lot of allergic reactions don't immediately result in anaphylactic shock. There is a window there for these types of reactions that inhaled Epi fits into. I know my wife will personally be grateful to have it instead of an EpiPen. |
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