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Post by akemp3000 on Sept 9, 2017 17:41:52 GMT -5
At the last call, Mike C offered multiple options being considered to extend the runway. Selling TS has never even been suggested by MNKD management which makes sense because TS is the reason for the company's very existence. It's possible we'll hear an update next week regarding Ray and more. I like the idea that Ray leaves and takes the Oncology TS application with him creating yet another new partnership. Mike C is building an impressive pipeline of relationships. While none are extending the runway just yet, some of these should bode very well for MNKD's future.
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Post by agedhippie on Sept 9, 2017 19:54:42 GMT -5
At the last call, Mike C offered multiple options being considered to extend the runway. Selling TS has never even been suggested by MNKD management which makes sense because TS is the reason for the company's very existence. It's possible we'll hear an update next week regarding Ray and more. I like the idea that Ray leaves and takes the Oncology TS application with him creating yet another new partnership. Mike C is building an impressive pipeline of relationships. While none are extending the runway just yet, some of these should bode very well for MNKD's future. Right now Deerfield has Greenhill out there looking to raise money anyway they can, and the only three assets are Afrezza, TS, and Mannkind itself. I don't see licensing deals as a starter - Mannkind has been looking for TS licensees for years and all they have landed is RLS, why is there suddenly going to be a rush now especially ones who want to pay a premium? I cannot see it happening but I am the first to admit that I am a born pessimist. Mannkind is under no obligation to share their plans on a CC. Remember the Q1 2016 call when they did the call and then immediately diluted ( here is a link in case you have forgotten)? So since licensing is very unlikely to bring the money something has to be sold are there are not a lot of options. If we can get a decent price for TS we absolutely should sell. |
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Post by itellthefuture777 on Sept 10, 2017 19:27:23 GMT -5
Maybe Andrea reappears...and the 2 partners become evident?
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Post by n8 on Sept 10, 2017 21:55:21 GMT -5
Some one tell me why there is 8 pages of discusion on this? Can we lock this down and move on for hell sakes.
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Post by brotherm1 on Sept 10, 2017 22:25:34 GMT -5
I believe the answer to why he left will be very telling of our future
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Post by uvula on Sept 10, 2017 23:20:23 GMT -5
Some one tell me why there is 8 pages of discusion on this? Can we lock this down and move on for hell sakes. I don't think anyone is forcing you to read this thread. This thread discussing why MNKD did not announce a material event is probably more timely, substantive and relevant than almost everything else being discussed. |
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Post by falconquest on Sept 11, 2017 4:49:30 GMT -5
Some one tell me why there is 8 pages of discusion on this? Can we lock this down and move on for hell sakes. The fact that many key people have left the company which now includes the Chief Medical Officer is not worthy of discussion? Do material events that directly impact the company's future make you uncomfortable? You only want positive glowing discussions about hypothetical skyrocketing share prices? I prefer discussion about relevant topics regardless of their impact. As uvula stated, no one is forcing you to face the facts. If it's uncomfortable for you, don't read it. |
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Post by #NoMoreNeedles on Sept 11, 2017 7:34:15 GMT -5
SEC filing today: Urbanski resigned!
On September 8, 2017, Raymond W. Urbanski, M.D., Ph.D., our Corporate Vice President, Chief Medical Officer, informed us of his decision to resign his employment with MannKind Corporation, effective September 29, 2017, in order to pursue his passion for oncology at another company.
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Post by uvula on Sept 11, 2017 7:44:39 GMT -5
How do you resign a month after starting your new job?
Overall this is probably good news. It makes sense that he would want to leave and mnkd doesn't need to pay any severance expenses.
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Post by mnkdnewbie on Sept 11, 2017 8:02:42 GMT -5
Things getting interesting...usually we get bad news when things get interesting, but this time I'm optimistic, as we say at the poker table on the river, one time! One time!
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Post by akemp3000 on Sept 11, 2017 8:05:11 GMT -5
This is a good news explanation. Ray's experience was limited to one TS application, oncology. Since that segment had not made significant progression as I'm sure he hoped when he joined MNKD, he was no longer the best person to be the CMO over all applications. Ray Urbanski will likely be much happier at an oncology driven company and Mike C will find a better CMO fit.
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Post by peppy on Sept 11, 2017 8:05:54 GMT -5
SEC filing today: Urbanski resigned! On September 8, 2017, Raymond W. Urbanski, M.D., Ph.D., our Corporate Vice President, Chief Medical Officer, informed us of his decision to resign his employment with MannKind Corporation, effective September 29, 2017, in order to pursue his passion for oncology at another company. chanhart or all, the link please?
I do not find it on mannkinds website yet.
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Post by liane on Sept 11, 2017 8:06:58 GMT -5
It's there peppy - under inverstors ----> sec filings |
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Post by sla55 on Sept 11, 2017 8:07:22 GMT -5
SEC filing today: Urbanski resigned! On September 8, 2017, Raymond W. Urbanski, M.D., Ph.D., our Corporate Vice President, Chief Medical Officer, informed us of his decision to resign his employment with MannKind Corporation, effective September 29, 2017, in order to pursue his passion for oncology at another company. chanhart or all, the link please?
I do not find it on mannkinds website yet.
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Post by #NoMoreNeedles on Sept 11, 2017 8:10:53 GMT -5
Wouldn't be surprised to see a new CMO from Merck, Novartis, Roche ...
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