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Post by mytakeonit on Oct 2, 2017 20:34:14 GMT -5
My dementia is kicking in again ... but, when the plant was built ... wasn't it said that it is feasible to expand the lines to 5? And that they had enough room to build a second plant?
Not sure, but let me drink some wine and I'll get back to you.
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Post by traderdennis on Oct 2, 2017 21:24:18 GMT -5
Oh I love where this conversation is going..... I can remember when my greatest worry was Danbury not being able to keep up with demand and how it would look bad on the company. ☺️ AND,,, I love talking about where the market cap should be.... SO,,, what are the #'s?? How much can 3 lines produce running 24/7? They can produce about $1.8B. It will take 2 years to qualify an additional line. After today's news MNKD has never been in a better position to start thinking about expansion. In addition to the label and the dud of a partner in Sanofi, MNKD faced the three year wait for the community to see what issues would arise from early users including all the lung FUD. I would say afrezza has exceeded all expectations and the biggest issue has been PWDs not using enough at meals. I was expecting some improvement in the label but not the full inclusion of the numbers which sets afrezza apart from all other diabetes treatments and obsoletes all RAA's. In all my years following MNKD this was my first pleasant surprise. Mannkind is in no position to expand. Oh yea 150 million in debt. They can start to max out two lines before they have to worry about expansion. |
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Post by cretin11 on Oct 2, 2017 22:51:47 GMT -5
Kinda ridiculous to discuss expansion at this point. Hopefully one day.
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Post by itellthefuture777 on Oct 3, 2017 9:58:35 GMT -5
My dementia is kicking in again ... but, when the plant was built ... wasn't it said that it is feasible to expand the lines to 5? And that they had enough room to build a second plant? Not sure, but let me drink some wine and I'll get back to you. Al said that the plant was modularly expandable...he said..1 module could be in another country and each one could make $200 million a year....since then..I have said we need 250 factories to handle the globe...since then...Pfizer partnered with GCON and have ..modular factories..hmmmm |
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Post by jonny80s on Oct 3, 2017 10:22:53 GMT -5
There is room for 12 lines.
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Post by itellthefuture777 on Oct 3, 2017 10:56:29 GMT -5
There is room for 12 lines. Yes..and beyond that..it also has modular expansion ability.. |
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Post by lennymnkd on Oct 3, 2017 14:39:29 GMT -5
Big pharma must be wetting their pants thinking about getting their hands on pediatric licenseing : AFREZZA : they will look like heros to the general public ! Great for brand name positive recognition, while all the time it was little old Al .
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Post by itellthefuture777 on Oct 4, 2017 1:06:54 GMT -5
...back then Al said he wouldn't sell for $125 a share...he said analyst were off by orders of magnitude...he said..Afrezza was purhaps the largest pharma opportunity in the history of pharma....Al's IQ was 176..and straight as an arrow. If Al said this is it...this is..it! I remember analyst saying this was a steal under $10 x 5 $50..It's definitely undervalued...but now that chain is off..hmmm up! There has been a heck of a lot of dilution since then as well as shrinking of the pipeline. Back then there was promising oncology division. So unfortunately, what Al said way back then about share price can't be applied to the current situation. Pipeline has been expanded...raising value..Imagine for a partnership or several partnerships.. |
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Post by hammer on Oct 4, 2017 6:27:27 GMT -5
If you were Large Pharma......
How would you value SABOTAGE a potential drug/delivery system that could disrupt current therapy for one of the largest subsets of the industry and potentially change current uber profitable algorithms of treatment. Concurrently, how do you value SABOTAGE a delivery system that was able to accomplish this which could be used on perhaps tens or hundreds of drugs improving onset and action?
Place regulatory barriers intended to slow progression of advancement of the drug.
Cast dispersion on the efficacy and safety of the drug.
Partner and take control without ever marketing a single ad about the drug.
Impose expansion and future contractual obligations for supply.
With control, market only to the smallest subset of the patient population.
Withdraw support leaving company with few assets, extremely diluted shareholders letting market forces free to continue siege.
Significantly reduce the patent life of intellectual property making the product less valuable.
Force ultimate Bankruptcy and pick up the pieces.
Am I cynical? Of course, I am a MNKD shareholder! Have you ever witnessed a drug/deliver system with such potential ignored by BP? Have you ever witnessed such a concerted effort in financial blogs and pundits to discredit such a product? Is it a perfect product, no. But it works and provides benefits not seen with competitive products. Time will also show that it will decrease morbidity and mortality in PWD. Thats what it is all about!
I'm cynical but hopeful since we are still standing, and I am impressed so far by the actions and success of management. In the end and when successful, this will be written as a real life David vs Goliath story!
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Post by rockstarrick on Oct 4, 2017 7:03:06 GMT -5
If you were Large Pharma...... How would you value SABOTAGE a potential drug/delivery system that could disrupt current therapy for one of the largest subsets of the industry and potentially change current uber profitable algorithms of treatment. Concurrently, how do you value SABOTAGE a delivery system that was able to accomplish this which could be used on perhaps tens or hundreds of drugs improving onset and action? Place regulatory barriers intended to slow progression of advancement of the drug. Cast dispersion on the efficacy and safety of the drug. Partner and take control without ever marketing a single ad about the drug. Impose expansion and future contractual obligations for supply. With control, market only to the smallest subset of the patient population. Withdraw support leaving company with few assets, extremely diluted shareholders letting market forces free to continue siege. Significantly reduce the patent life of intellectual property making the product less valuable. Force ultimate Bankruptcy and pick up the pieces. Am I cynical? Of course, I am a MNKD shareholder! Have you ever witnessed a drug/deliver system with such potential ignored by BP? Have you ever witnessed such a concerted effort in financial blogs and pundits to discredit such a product? Is it a perfect product, no. But it works and provides benefits not seen with competitive products. Time will also show that it will decrease morbidity and mortality in PWD. Thats what it is all about! I'm cynical but hopeful since we are still standing, and I am impressed so far by the actions and success of management. In the end and when successful, this will be written as a real life David vs Goliath story! And with that,,,,, you sir, have won the Internet for the day. 😎 |
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Post by hammer on Oct 4, 2017 9:04:13 GMT -5
LOL, Thanks Rockstar where can I pick that up?
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Post by straightly on Oct 4, 2017 9:06:15 GMT -5
LOL, Thanks Rockstar where can I pick that up? Ask Al Gore. |
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Post by boca1girl on Oct 4, 2017 12:01:10 GMT -5
If you were Large Pharma...... How would you value SABOTAGE a potential drug/delivery system that could disrupt current therapy for one of the largest subsets of the industry and potentially change current uber profitable algorithms of treatment. Concurrently, how do you value SABOTAGE a delivery system that was able to accomplish this which could be used on perhaps tens or hundreds of drugs improving onset and action? Place regulatory barriers intended to slow progression of advancement of the drug. Cast dispersion on the efficacy and safety of the drug. Partner and take control without ever marketing a single ad about the drug. Impose expansion and future contractual obligations for supply. With control, market only to the smallest subset of the patient population. Withdraw support leaving company with few assets, extremely diluted shareholders letting market forces free to continue siege. Significantly reduce the patent life of intellectual property making the product less valuable. Force ultimate Bankruptcy and pick up the pieces. Am I cynical? Of course, I am a MNKD shareholder! Have you ever witnessed a drug/deliver system with such potential ignored by BP? Have you ever witnessed such a concerted effort in financial blogs and pundits to discredit such a product? Is it a perfect product, no. But it works and provides benefits not seen with competitive products. Time will also show that it will decrease morbidity and mortality in PWD. Thats what it is all about! I'm cynical but hopeful since we are still standing, and I am impressed so far by the actions and success of management. In the end and when successful, this will be written as a real life David vs Goliath story! I really feel Matt doesn’t get the recognition he deserves stepping into the CEO role when he did. He set a lot of the positive things happening now in motion. His claim of an “EPIC turnaround” is feeling more and more like reality. His comment about “position of strength” referenced the superior performance of Afrezza, not the financial position of the corporation at the time. |
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Post by itellthefuture777 on Oct 4, 2017 20:41:00 GMT -5
As mentioned before / by who I forgot .. why isn't monomeric highlighted in the labeling in every which way ! Is it that that science is just understood ! Find that hard to believe . That person suggested/ THE ONLY MONOMERIC INSULIN ON THE SHELF , to differentiate itself .. what am I missing in what could be a great marketing opportunity. Also FAISP so slow to get going and so long a tail..they claim less hypo's..and Mannkind is Faster in and faster out...less hypo's then FAISP when used with a basal..and the basal is the blame..no hypos using Afrezza alone in a meal study even when nothing was ate...doubt FAISP will try that study any time soon HA! |
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Post by bones1026 on Oct 4, 2017 20:57:19 GMT -5
If you were Large Pharma...... How would you value SABOTAGE a potential drug/delivery system that could disrupt current therapy for one of the largest subsets of the industry and potentially change current uber profitable algorithms of treatment. Concurrently, how do you value SABOTAGE a delivery system that was able to accomplish this which could be used on perhaps tens or hundreds of drugs improving onset and action? Place regulatory barriers intended to slow progression of advancement of the drug. Cast dispersion on the efficacy and safety of the drug. Partner and take control without ever marketing a single ad about the drug. Impose expansion and future contractual obligations for supply. With control, market only to the smallest subset of the patient population. Withdraw support leaving company with few assets, extremely diluted shareholders letting market forces free to continue siege. Significantly reduce the patent life of intellectual property making the product less valuable. Force ultimate Bankruptcy and pick up the pieces. Am I cynical? Of course, I am a MNKD shareholder! Have you ever witnessed a drug/deliver system with such potential ignored by BP? Have you ever witnessed such a concerted effort in financial blogs and pundits to discredit such a product? Is it a perfect product, no. But it works and provides benefits not seen with competitive products. Time will also show that it will decrease morbidity and mortality in PWD. Thats what it is all about! I'm cynical but hopeful since we are still standing, and I am impressed so far by the actions and success of management. In the end and when successful, this will be written as a real life David vs Goliath story! Don’t post much..but have to..just to applaud that one..absolutely perfectly articulating what we’ve been up against 👏👏 |
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