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Post by mannmade on Jan 18, 2019 17:00:34 GMT -5
Not only all of the above, but for the sake of arguement let’s say all the patents have expired, TS is so complex and expensive to duplicate that Al was not concerned with generics as I recall. So logically it would be much easier for a company like Uthr, novo etc to license TS for low double digit royalties rather then take the years and expense it would need to develop their own ability.
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Post by mannmade on Jan 18, 2019 16:10:00 GMT -5
Completely makes sense from a logistical stand point, I'm in the Bay Area and there are Kaisers everywhere. But I was just wondering if MannKind is planning to open/has an office in SF or if it will be a work-from-home/travel situation. Could actually work on site at Kaiser. I used to place people on site at my larger clients when I owned a business. |
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Post by mannmade on Jan 18, 2019 15:36:32 GMT -5
Also interesting is that they list the job location in "San Francisco". I was not aware of any office in SF. But yeah, Kaiser is absolutely huge so having a role dedicated specifically to them is a good idea. If I recall correctly, I believe Kaiser's headquarters are in Oakland, CA., which is in the Bay Area. If so then location for position makes sense as that is likely where purchasing comes from. Don’t think they would invest in this position unless thought potential for many scripts to come out of it. Especially as does not seem to be a rep/sales position but more acct Managment. |
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Post by mannmade on Jan 18, 2019 10:50:37 GMT -5
Imho for $500m they are not going to give up control of the company.
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Post by mannmade on Jan 17, 2019 20:35:32 GMT -5
It was my understanding that this subject was covered once before and has been publically stated by the company that most patents extend to 2030 - 31 or so.
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Post by mannmade on Jan 17, 2019 16:16:54 GMT -5
They have all the insulin they can use for quite some time from Amph. In fact in last cc Mike spoke of renegotiating the amph deal to make more favorable. Also all the overseas deals are being done mostly to absorb insulin inventory and allow for productions costs to average down as volume increases.
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Post by mannmade on Jan 17, 2019 15:58:28 GMT -5
Unless unconscious...
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Post by mannmade on Jan 17, 2019 13:18:58 GMT -5
As much as I hate the idea of shorts influencing the price of mnkd they will leave once we have a trend of growing scripts and revenue that is sustainable and consistent with breakeven plus in sight.
That along with a growing pipeline is the future and with it shorts will become history. Until then it’s groundhogs day in mnkd land...
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Post by mannmade on Jan 17, 2019 12:27:39 GMT -5
Imho talk of a buy out is very premature at this point. As Nate points out we are really only 6 to 12 months into the launch of Afrezza if you consider all the issues that had to be overcome post Sanofi.
And since then mnkd has reorganized, lowered debt significantly and improved sales and revenue (although both need to accelerate and grow much more) beyond what Sanofi did.
And let’s not forget all of the potential with TS.
Am not sure why anyone wants to talk about buy out now. Maybe in 12 months but why now? Perhaps a buy-in by Uthr but a buy out?
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Post by mannmade on Jan 17, 2019 10:47:03 GMT -5
Should also send to every doctor you know.
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Post by mannmade on Jan 16, 2019 19:59:56 GMT -5
While I like this plan the real next step will to put out the program previously mentioned which is a sustainable monthly direct cash payment program such as previously discussed w One Drop that allows for reasonable price to pwd/consumers and a fair profit to mnkd.
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Post by mannmade on Jan 16, 2019 17:38:53 GMT -5
Why not register thru symphony? They are being dispensed by a legit pharmacy which will get paid.
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Post by mannmade on Jan 16, 2019 17:16:41 GMT -5
The good news is they are offering this at the same time they are ramping up tv. Hopefully there is an online campaign to follow for this, the co-pay card and marketing in general for Afrezza. Thought for sure would see more press on JDRF article.
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Post by mannmade on Jan 16, 2019 17:10:20 GMT -5
Doubt it. Limited to first 1,000 who sign up and no real revenue generated from this program. More of a sampling program fit for blind promotion and marketing with some good press if they can manage.
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Post by mannmade on Jan 16, 2019 17:08:40 GMT -5
Yes but need revenue to follow.
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