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Post by mytakeonit on Nov 20, 2017 14:03:38 GMT -5
It's just crayon boy flapping his gums.
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Post by sportsrancho on Nov 20, 2017 14:11:19 GMT -5
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Post by babaoriley on Nov 20, 2017 14:19:56 GMT -5
This thread is the biggest Mike love-fest ever. It is not in my nature to join such things. Market really liked the interview. Of course, the interview may have been so good, that the shorts had to pile on this morning. Plus the flap over Claude Mann. What flap? I did a search on this board and see nothing recently about Claude. Check out the thread Special meeting to be held..." - starts on page 3. In my view, overblown. She's an old and bitter gal, so if she sold a bunch of shares, so what. |
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Post by babaoriley on Nov 20, 2017 14:21:01 GMT -5
It's just crayon boy flapping his gums. Keep on trying, "take," your efforts are appreciated.  |
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Post by mnholdem on Nov 20, 2017 14:55:36 GMT -5
Mike: "But I think the reality is that if we had more reps or more money, we'd be growing even faster." [clipped] Hoping for the VDEX model to grow, that's one of the keys - the correct support/education to help patients use the drug correctly. The VDEX model could well be the thing that delivers us from evil. Oh Lord, Deliver us from Evil !!! (Does that mean I need to see an Exorcist?  ?) edit... Do I recall reading somewhere that Baba is a licensed Exorcist? All this info... kinda makes my HEAD SPIN  Do you find yourself crawling across the ceiling while fervently buying MNKD shares? If so, better get a real exorcist...baba will only try to drive the demon out of you with a BB gun.  |
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Post by nylefty on Nov 20, 2017 14:56:30 GMT -5
What flap? I did a search on this board and see nothing recently about Claude. Check out the thread Special meeting to be held..." - starts on page 3. In my view, overblown. She's an old and bitter gal, so if she sold a bunch of shares, so what. There's no mention of Claude Mann in that thread, so you seem to be saying that she alone controls the Trust and/or the Mann Group and that's she's "bitter." How do you know that? |
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Post by esstan2001 on Nov 20, 2017 15:46:17 GMT -5
Oh Lord, Deliver us from Evil !!! (Does that mean I need to see an Exorcist? ?) edit... Do I recall reading somewhere that Baba is a licensed Exorcist? All this info... kinda makes my HEAD SPIN Do you find yourself crawling across the ceiling while fervently buying MNKD shares? If so, better get a real exorcist...baba will only try to drive the demon out of you with a BB gun. Hmmm... I was picking off shares a few days before the conference call, and could not understand why I kept finding sheet rock under my fingernails... Oh Boy, guess I AM in trouble! |
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Post by liane on Nov 20, 2017 15:51:55 GMT -5
I'm with you nylefty - don't know what is being insinuated about Claude Mann. |
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Post by Clement on Nov 21, 2017 13:10:35 GMT -5
Mike was asked why would someone invest in MNKD today. Mike said,
"I think it's a good value today. If I could buy more, I would. I just think, looking for a publicly traded biotech who's got a phase 3 asset, full label approval, worldwide rights, and an integrated manufacturing plant for a $350 million market cap, go find me one -- with a drug like this for as big a need as this."
In my mind, phase 3 happens before NDA submission. Afrezza is FDA approved and way past NDA. So, is Mike talking about Afrezza when he says "phase 3 asset"?
I would appreciate any help on this because I don't understand.
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Post by alethea on Nov 21, 2017 15:26:19 GMT -5
Mike was asked why would someone invest in MNKD today. Mike said, "I think it's a good value today. If I could buy more, I would. I just think, looking for a publicly traded biotech who's got a phase 3 asset, full label approval, worldwide rights, and an integrated manufacturing plant for a $350 million market cap, go find me one -- with a drug like this for as big a need as this." In my mind, phase 3 happens before NDA submission. Afrezza is FDA approved and way past NDA. So, is Mike talking about Afrezza when he says "phase 3 asset"? I would appreciate any help on this because I don't understand. Pretty sure he meant Afrezza had successfully completed Phase 3. In other words it is already beyond Phase 3..... approved and already on the market. |
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Post by rockstarrick on Nov 21, 2017 23:00:34 GMT -5
Mike was asked why would someone invest in MNKD today. Mike said, "I think it's a good value today. If I could buy more, I would. I just think, looking for a publicly traded biotech who's got a phase 3 asset, full label approval, worldwide rights, and an integrated manufacturing plant for a $350 million market cap, go find me one -- with a drug like this for as big a need as this." In my mind, phase 3 happens before NDA submission. Afrezza is FDA approved and way past NDA. So, is Mike talking about Afrezza when he says "phase 3 asset"? I would appreciate any help on this because I don't understand. You would be correct, phase 3 was results were released in August 2013, and the New Drug Application, (NDA) was filed in October 2013, then the ADCOM in April 2014, then FDA approval in June 2014. Mike was definitely talking about Afrezza. 😎 |
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Post by mnholdem on Nov 21, 2017 23:26:53 GMT -5
Perhaps Mike was eluding to the fact that most development partners come forward during the Phase 2/3 trials.
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?)
