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Post by uvula on Sept 7, 2017 19:20:19 GMT -5
If I own a diamond and I'm starving I would sell the diamond if I could because future potential is meaningless if I'm dead. I'm not sure if TS is a diamond but even if it is just a piece of shinny glass I might be able to trade it for a sandwich.
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Post by agedhippie on Sept 7, 2017 19:20:58 GMT -5
I can see that happening. It's either Afrezza or TI and only Afrezza is generating an immediate cashflow. The route would be to sell TI and keep a license to use it in future Mannkind products. I see them making more licensing deals for sure. Out right selling it, I don't think so. IMO I don't see licensing getting money fast enough for Deerfield [or Mannkind] so it has to be a sale. Locust Walk is selling the odds and ends, but Greenhill is there for the big sale which is why the Deerfield extension only covers Greenhill. |
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Post by falconquest on Sept 7, 2017 19:41:39 GMT -5
I recall a time when Ray seemed to be the most astute management member involved in a conference call. After the call everyone praised him. If I were running a team however I would be willing to trade Urbanski for Andrea Leone-Bay.
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Post by yash on Sept 7, 2017 20:36:12 GMT -5
If I own a diamond and I'm starving I would sell the diamond if I could because future potential is meaningless if I'm dead. I'm not sure if TS is a diamond but even if it is just a piece of shinny glass I might be able to trade it for a sandwich. If I have huge diamond then I know that I am rich. If other people know about it then they will run after me to steal it or snatch it or buy it from me.  |
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Post by tchalaa on Sept 8, 2017 2:30:15 GMT -5
same timing as the label change announcement. I'll bet we sell TS and Afrezza becomes a blockbuster. Women's gut instinct if Ray is gone... I don't share this view, because we have alot of patents and more importantly this delivery platform "Technosphere" has been successfully tested already for more than a decade. Upcoming deals are going to be partnership with upfront money and milestone related. Let's not forget: - with Matt mnkd was able to consolidate and fine-tune our finance, by reducing our debt halfway and infusion of new cash - with Mike the transformation of mnkd into a world class commercial biotech is happening really fast, although sales a still low i expect them to brake the 1000 weekly with the new label and forthcoming positive news next week. #What are our weaknesses? Very low market presence -> Very low penetration still at the "Innovators phase" 0-850 weekly (-> the best will be to have a sharp early adopters phase 850-4500 weekly to brake the early Majority 4500-12500 weekly) In Analogy to maNkind, mnkd is loosing weight to get fit; so to effectively address at full capacity YearlY at least 2 million diabetics world wide having 1 million in the USA, slowly lining up: 1 2 3 ... 19000 ... 27000 ... 63000 ... 256000 ... 1000000 |
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Post by sportsrancho on Sept 8, 2017 6:02:09 GMT -5
I'll bet we sell TS and Afrezza becomes a blockbuster. Women's gut instinct if Ray is gone... I don't share this view, because we have alot of patents and more importantly this delivery platform "Technosphere" has been successfully tested already for more than a decade. Upcoming deals are going to be partnership with upfront money and milestone related. Let's not forget: - with Matt mnkd was able to consolidate and fine-tune our finance, by reducing our debt halfway and infusion of new cash - with Mike the transformation of mnkd into a world class commercial biotech is happening really fast, although sales a still low i expect them to brake the 1000 weekly with the new label and forthcoming positive news next week. #What are our weaknesses? Very low market presence -> Very low penetration still at the "Innovators phase" 0-850 weekly (-> the best will be to have a sharp early adopters phase 850-4500 weekly to brake the early Majority 4500-12500 weekly) In Analogy to maNkind, mnkd is loosing weight to get fit; so to effectively address at full capacity YearlY at least 2 million diabetics world wide having 1 million in the USA, slowly lining up: 1 2 3 ... 19000 ... 27000 ... 63000 ... 256000 ... 1000000 Great post! I feel you are right about all. And what I would prefer by a long shot. I knew it was not going to be a popular thing to say. It was just my first reaction to Ray being gone ( if he is ) along with 4-5 other clues that have added up. |
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Post by mnholdem on Sept 8, 2017 6:09:24 GMT -5
MNKD shareholders may lament over how long it's taking for Afrezza acceptance to become widespread but I suspect that more than one giant BP is looking closely at the performance data. Alfred Mann chose the toughest path in an extremely crowded space: diabetes.
But the market is changing and we're witnessing monumental changes in our understanding of diabetes, due largely to medical advancements (e.g. CGM) that will separate the chaff from the wheat among insulin and other treatment options.
Technosphere is revolutionary and Afrezza is proving it. BPs aren't swayed by hype. They examine scientific evidence and cost to manufacture. MannKind's drug delivery technology scores high on both counts.
The science will prevail. Whether MannKind becomes a target for M&A will largely depend upon what two parties will think the technology is worth.
Mann had to first commercialize his Minimed insulin pump to prove its potential. Perhaps, with Technosphere, shareholders will witness history repeating itself?
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My personal & professional opinion is that the value of Technosphere's potential for drug treatments of multiple diseases & medical conditions is multiple times greater than the insulin pump ever was.
Good fortune all.  |
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Post by akemp3000 on Sept 8, 2017 7:09:49 GMT -5
I can't see MNKD ever selling the golden goose. If they did, it would have to be for way more money than they actually need to extend the runway. They've already created partnerships for a few TS applications. These haven't produced revenue yet but should in the future. I can see Locust Walk working a deal with a major BP for one, maybe two significant applications that create enough cash to extend the runway for Afrezza. Another possibility is that a major BP buys the rights, or a partnership to market Afrezza exclusively in one or two countries, say Asia or India.
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Post by BlueCat on Sept 8, 2017 8:10:38 GMT -5
If CMO left of own accord (e.g. to return to oncology), then no messy, and expensive, severance packages. Just a transition period.
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Post by bmkb24 on Sept 8, 2017 8:45:04 GMT -5
IMO, if the MRK is, in fact, the one, who is planning M&A with/of MNKD then letting Dr. Urbanski go makes perfect sense... since MRK already has a strong/top oncology talents in the field. |
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Post by casualinvestor on Sept 8, 2017 9:19:45 GMT -5
Mannkind is going to have to sell something or dilute unfortunately. Maybe they are holding off on that until they see the label change text, maybe not. They would be foolish to sell TS in its entirety though
Whether it's a single product (TREP-T) or a class of applications that are licensed out (oncology), I think an actual sale would be very beneficial for the company in the short-mid term.
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Post by lennymnkd on Sept 8, 2017 10:09:26 GMT -5
You can just smell how Asia/ India pharma would love to get their hands on the platform for sure .
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Post by sportsrancho on Sept 8, 2017 11:38:12 GMT -5
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Post by sportsrancho on Sept 8, 2017 11:39:06 GMT -5
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Post by sportsrancho on Sept 8, 2017 11:40:51 GMT -5
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