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Post by buyitonsale on Aug 16, 2017 11:35:03 GMT -5
Somewhat off topic, but mentioned in the first post...
When Mike C said "We can issue debt", what are the most likely examples of what he is talking about?
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Post by Deleted on Aug 16, 2017 11:46:44 GMT -5
Am I the only one who thinks there's a reason the Technosphere Trepostinil was accelerated in the MannKind pipeline with Ray stating they have a schedule for filing their IND with the FDA? Current treatments for PAH - Pulmonary Arterial Hypertension - can required patients chained to nebulizers and administering drugs 12-20 times a day.
Obviously, some company is interested in partnering with MannKind for PAH. |
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Post by dreamboatcruise on Aug 16, 2017 12:41:33 GMT -5
Somewhat off topic, but mentioned in the first post... When Mike C said "We can issue debt", what are the most likely examples of what he is talking about? I would think that implies selling bonds. |
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Post by alethea on Aug 16, 2017 12:53:31 GMT -5
They can't announce a deal before it's done. But they know when they expect it to be done. Everyone evolved knows. I doubt the analysts know.. Mike said this is what we COULD do to extend the runway. Not this is what we have to do. I bought another 1,000 shares yesterday on a dip. I'm not worried about dilution. I wish I had your money!  Good luck. |
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Post by peppy on Aug 16, 2017 13:05:02 GMT -5
Am I the only one who thinks there's a reason the Technosphere Trepostinil was accelerated in the MannKind pipeline with Ray stating they have a schedule for filing their IND with the FDA? Current treatments for PAH - Pulmonary Arterial Hypertension - can required patients chained to nebulizers and administering drugs 12-20 times a day.
Obviously, some company is interested in partnering with MannKind for PAH. I had bought more shares to average down. It was working, I was smiling, I felt like patton did one and half years ago. The adrenal rush. looked at the continuous glucose monitor and the analyst recommendation that said their channel checks indicated 9 dollar target that year and 30 dollar target the next. (scam artists)
Then I found the board and joey. Joey said, price is going down to where it was. I said to myself, no.
My point, looking back, I always pay attention to what Joey says: On June 29, 2017 , the U.S. Food and Drug Administration unveiled a strategic plan to completely eliminate the agency’s existing orphan designation backlog and ensure continued timely response to all new requests for designation with firm deadlines. The agency’s Orphan Drug Modernization Plan comes a week after FDA Commissioner Scott Gottlieb committed to eliminating the backlog within 90 days and respond to all new applications within 90 days of receipt during his testimony before a Senate subcommittee.
That day may have had a lot to do with moving Trep-T up the development ladder and the referred to positive meeting with the FDA
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Post by Deleted on Aug 16, 2017 21:51:00 GMT -5
They can't announce a deal before it's done. But they know when they expect it to be done. Everyone evolved knows. I doubt the analysts know.. Mike said this is what we COULD do to extend the runway. Not this is what we have to do. I bought another 1,000 shares yesterday on a dip. I'm not worried about dilution. You are not convinced MannKind will be bankrupt by year-end from all the doom and gloom posts? LOL |
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Post by agedhippie on Aug 16, 2017 21:58:31 GMT -5
They can't announce a deal before it's done. But they know when they expect it to be done. Everyone evolved knows. I doubt the analysts know.. Mike said this is what we COULD do to extend the runway. Not this is what we have to do. I bought another 1,000 shares yesterday on a dip. I'm not worried about dilution. You are not convinced MannKind will be bankrupt by year-end from all the doom and gloom posts? LOL I am convinced Mannkind will not be bankrupt by year end. I am also convinced there will be dilution to recapitalize. The tricky bit will be the size of recapitalization they can manage. Is anyone here predicting bankruptcy? |
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Post by dreamboatcruise on Aug 16, 2017 23:01:40 GMT -5
You are not convinced MannKind will be bankrupt by year-end from all the doom and gloom posts? LOL I am convinced Mannkind will not be bankrupt by year end. I am also convinced there will be dilution to recapitalize. The tricky bit will be the size of recapitalization they can manage. Is anyone here predicting bankruptcy? Possible still, but I don't think it is most likely. I've never put any stock in management generically "acting confident," but on the CC they actually gave indication that they can obtain additional financing. I'm willing to give them the benefit of the doubt that they believed that to be true at that time. Of course the best laid plans of mice and men can go awry. Sometimes exogenous events change situations. Seems management was trying to set the expectation for another short term patch rather than grand recapitalization... and if that's possible, perhaps it would be best for shareholder value. Though certainly would be nice to have enough money to boost sales force and run real advertising campaign sooner rather than later. How much dilution... or what assets they may have to divest? Good question. My crystal ball is on the fritz. I look forward to the time I can change my view from speculative gamble to solid investment opportunity. |
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Post by mango on Aug 16, 2017 23:57:33 GMT -5
I am convinced Mannkind will not be bankrupt by year end. I am also convinced there will be dilution to recapitalize. The tricky bit will be the size of recapitalization they can manage. Is anyone here predicting bankruptcy? Possible still, but I don't think it is most likely. I've never put any stock in management generically "acting confident," but on the CC they actually gave indication that they can obtain additional financing. I'm willing to give them the benefit of the doubt that they believed that to be true at that time. Of course the best laid plans of mice and men can go awry. Sometimes exogenous events change situations. Seems management was trying to set the expectation for another short term patch rather than grand recapitalization... and if that's possible, perhaps it would be best for shareholder value. Though certainly would be nice to have enough money to boost sales force and run real advertising campaign sooner rather than later. How much dilution... or what assets they may have to divest? Good question. My crystal ball is on the fritz. I look forward to the time I can change my view from speculative gamble to solid investment opportunity. Currently there are two ways to administer insulin: 1) Through the skin 2) Inhalation There are numerous companies which comprise #1. There is only one company which comprises #2. Number one also includes insulin pump and artificial pancreas. Sanofi had negative sales the past quarter in their "Diabetes Franchse". Lantus, which makes up more than the majority of their total overall diabetes revenue, saw around negative (—) 20% for example. All the Diabetes Big Pharmas are competing with one another tooth and nail, and many have already given up, including Sanofi which is shifting focus away from diabetes to whatever they think they can make a buck on. MannKind has a monopoly in the inhaled insulin space and to be more precise, a monopoly in the entire space of non-invasive insulin therapy. Consensus: Solid investment. |
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Post by dreamboatcruise on Aug 17, 2017 0:11:24 GMT -5
Possible still, but I don't think it is most likely. I've never put any stock in management generically "acting confident," but on the CC they actually gave indication that they can obtain additional financing. I'm willing to give them the benefit of the doubt that they believed that to be true at that time. Of course the best laid plans of mice and men can go awry. Sometimes exogenous events change situations. Seems management was trying to set the expectation for another short term patch rather than grand recapitalization... and if that's possible, perhaps it would be best for shareholder value. Though certainly would be nice to have enough money to boost sales force and run real advertising campaign sooner rather than later. How much dilution... or what assets they may have to divest? Good question. My crystal ball is on the fritz. I look forward to the time I can change my view from speculative gamble to solid investment opportunity. Currently there are two ways to administer insulin: 1) Through the skin 2) Inhalation There are numerous companies which comprise #1. There is only one company which comprises #2. Number one also includes insulin pump and artificial pancreas. Sanofi had negative sales the past quarter in their "Diabetes Franchse". Lantus, which makes up more than the majority of their total overall diabetes revenue, saw around negative (—) 20% for example. All the Diabetes Big Pharmas are competing with one another tooth and nail, and many have already given up, including Sanofi which is shifting focus away from diabetes to whatever they think they can make a buck on. MannKind has a monopoly in the inhaled insulin space and to be more precise, a monopoly in the entire space of non-invasive insulin therapy. Consensus: Solid investment. And those who pay for most of US medical care (insurance companies), do not at all like drug monopolies. |
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Post by brotherm1 on Aug 17, 2017 0:53:28 GMT -5
Oh my. I sense there's gonna be another shoot out.
🔚🔙Development Deals and International Licensing Oppurtunities.
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Post by sportsrancho on Aug 17, 2017 9:05:50 GMT -5
You are not convinced MannKind will be bankrupt by year-end from all the doom and gloom posts? LOL I am convinced Mannkind will not be bankrupt by year end. I am also convinced there will be dilution to recapitalize. The tricky bit will be the size of recapitalization they can manage. Is anyone here predicting bankruptcy? You bet they were! Privately and publicly. I have a list. |
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Post by mango on Aug 17, 2017 9:35:00 GMT -5
Currently there are two ways to administer insulin: 1) Through the skin 2) Inhalation There are numerous companies which comprise #1. There is only one company which comprises #2. Number one also includes insulin pump and artificial pancreas. Sanofi had negative sales the past quarter in their "Diabetes Franchse". Lantus, which makes up more than the majority of their total overall diabetes revenue, saw around negative (—) 20% for example. All the Diabetes Big Pharmas are competing with one another tooth and nail, and many have already given up, including Sanofi which is shifting focus away from diabetes to whatever they think they can make a buck on. MannKind has a monopoly in the inhaled insulin space and to be more precise, a monopoly in the entire space of non-invasive insulin therapy. Consensus: Solid investment. And those who pay for most of US medical care (insurance companies), do not at all like drug monopolies. You are confused. The "monopoly" is only apparent because they are the only ones with a non-invasive insulin therapy. It's not a REAL monopoly. Come on use some common sense. |
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Post by lakon on Aug 17, 2017 9:35:17 GMT -5
Am I the only one who thinks there's a reason the Technosphere Trepostinil was accelerated in the MannKind pipeline with Ray stating they have a schedule for filing their IND with the FDA? Current treatments for PAH - Pulmonary Arterial Hypertension - can required patients chained to nebulizers and administering drugs 12-20 times a day.
Obviously, some company is interested in partnering with MannKind for PAH. A while ago, I looked at the patents for Trep, and I think that they expire very soon, if not already. I thought it made a lot of sense for UTHR to partner with MNKD, but they appear to have gone another way. That makes me wonder, why? One reason could be that another company with deep pockets wanted in the space so UTHR did not want to enter a bidding war over MNKD. Alternatively, they were already vested in momentum on the other deal, or did not like Technosphere for some reason. I hate to say it, but I wonder about potentially introducing a cough to people with PAH. I'm guessing it's not a problem, but I could see the spinmeisters at work. On the other hand, perhaps, UTHR had a bird in hand so they went for it, but are still hunting for the best of the best [MNKD]. Anti-rejection drugs would fit into their long-term strategy, and MNKD had at least one on the list... |
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Post by lakon on Aug 17, 2017 9:36:17 GMT -5
And those who pay for most of US medical care (insurance companies), do not at all like drug monopolies. You are confused. The "monopoly" is only apparent because they are the only ones with a non-invasive insulin therapy. It's not a REAL monopoly. Come on use some common sense. I'm waiting for the day when it is a REAL MONOPOLY worth REAL MONEY!  |
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Good luck.
