|
Post by mindovermatter on Jan 22, 2016 20:47:16 GMT -5
Think of the publicity if Adam gave a shout out to Afrezza on Americans R Idle. One thought, does anyone watch it anymore? Yes because it's the last one! I would be like a commercial during the Super Bowl :-)) doubt you'll see a commercial but 10 seconds of Adam saying, "As a diabetic, my thanks goes out to Mannkind for Afrezza, the inhalable Insulin. It has changed my life and made me be able to focus more on my music than on my disease." BAMM!
|
|
|
Post by mindovermatter on Jan 22, 2016 20:44:48 GMT -5
"i don't think it is seen negatively more so that it is seen as being a non event being that nothing is known about the partnering company and that Mannkind got no up front money. I think if Mannkind received a few hundred million dollars up front, Wall Street would use that as a way to evaluate the importance of the deal. No up front money means the deal wasn't that important to the street. Wall St is all about "show us the money." Mannkind has yet to show anyone anything." (edited to add quotation marks) Mindovermatter, Just out of curiosity, how do you see it? Getting away from Wall Street, which, collectively, hasn't liked anything MNKD has done for years, how do you see the deal? Was it a net negative, net positive, or a nonevent? Is the company, not its stock, better off with the deal or without the deal? We know very little about the partner, but how many people out there evaluate something for months, assuming this is the deal Hakan talked about several months ago, go to the trouble of setting up a new entity, and sign an agreement that obligates them for something, exactly what still to be determined? When Desisto's hiring was announced last month, one of those haters rushed out to publish a horrible piece trashing Desisto, muting any positive impact. I've seen a fair amount of negative commentary about this deal, even though very little is known about it. Why? Does it hurt the company in any way? I see it as a positive step that hopefully will further validate TS as a viable, cost effective and revenue generating platform. When that will happen is anyone's guess. I am rooting for Receptor to find great success with it. I just hope to see it sooner rather than later.
|
|
|
Post by mindovermatter on Jan 22, 2016 20:33:29 GMT -5
Ditto robo response (posted below) for me as I wrote, "If you do not tell me what your plans are this instant, my wife is going to beat me senseless." They must have sent out hundreds of emails with the same info Thank you for your interest in Receptor Life Sciences. We are pleased to be partnering with MannKind to deliver inhaled therapeutics utilizing their innovative platform. Our work is proceeding rapidly and we will look forward to sharing more exciting news with you as our activities become public.Thank you again, The Receptor Team
|
|
|
Post by mindovermatter on Jan 22, 2016 15:41:25 GMT -5
Speaking of a public figure. Matt tweeted! Think of the publicity if Adam gave a shout out to Afrezza on Americans R Idle. One thought, does anyone watch it anymore?
|
|
|
Post by mindovermatter on Jan 22, 2016 15:39:17 GMT -5
Seems like just yesterday when gs and others were saying that technosphere had absolutely no value. In fact, the share price also suggests that it has no value. So, how can any deal for Ti be seen negatively?? Some other entity, controlled by folks who obviously weren't born yesterday (even if the entity was), thinks there's value and is willing to shell out $100 million, plus royalties. By all indications, those same folks have a portfolio of products plus the wherewithal to shell out those $100 million. As for lack of details, who can blame MNKD and the partner, given the never ending crap that the haters continue to spew. Also, contrary to what some are saying, it's a nonexclusive deal, meaning that the company is hardly giving away the store. As to those haters, it's obvious the vast majority, if not all, are associated with institutions. How else to comprehend their persistence when MNKD shares are trading where they're trading. If the price were higher, then it would be understandable for little retail investors to continue hammering away. As to what kind of institutions these minions work for and their ultimate motivations, one can only speculate. But it's hard to believe that they're working day and night just to make a few more pennies. And while I'm at it, I must say I hate seeing all those toujeo ads. I've never disliked a company, but I must admit I'm getting there with sny. i don't think it is seen negatively more so that it is seen as being a non event being that nothing is known about the partnering company and that Mannkind got no up front money. I think if Mannkind received a few hundred million dollars up front, Wall Street would use that as a way to evaluate the importance of the deal. No up front money means the deal wasn't that important to the street. Wall St is all about "show us the money." Mannkind has yet to show anyone anything.
|
|
|
Post by mindovermatter on Jan 22, 2016 10:19:38 GMT -5
A bit of a nut job for sure. No one, especially the SEC, is going to take this guy seriously. Not sure we should be appealing to him for any help. He could hurt MNKD even further... If that is possible. he is going to look for Hamburg's birth certificate... Klayman is the guy who ran Judicial Watch who represented Paula Jones and helped uncover just how corrupt the Clintons were and are. He has had success in going after corrupt and slimy people. He had success against the Clintons. That's saying something.
|
|
|
Post by mindovermatter on Jan 21, 2016 19:52:35 GMT -5
And look at the bright side. While no one on here knows who Receptor is, no one on Wall Street does either.
|
|
|
Post by mindovermatter on Jan 21, 2016 19:16:35 GMT -5
So when do we find out who's behind the curtain? When IND is filed and clinical trials start? I thought some of the pipeline had crossed animal trials and ready to get to phase 1? I originally thought it was for Mannkind's internal drugs but it was posted by another poster that that is not the case. If I understand correctly, Mannkind is licensing them TS so they can use it for their own formulations.
|
|
|
Post by mindovermatter on Jan 21, 2016 18:57:56 GMT -5
So when do we find out who's behind the curtain? Might be awhile. But if Mannkind is licensing them their TS know how, it means this company has the money for the machinery to do so. That's not inexpensive.
|
|
|
Post by mindovermatter on Jan 21, 2016 18:43:05 GMT -5
I see this as positive news. As a few have said this should reduce the burn rate and lead us in the right direction All assumptions until we see how the deal is structured. Oh snap, I forgot we won't be able to see squat due to "competitive" reasons.
|
|
|
Post by mindovermatter on Jan 21, 2016 18:41:50 GMT -5
don't be so sure this news is going take MNKD over $1. Receptor life is a start up and I can't find squat about the company. For all I/we know MNKD built the website. LOL - but seriously...where's the beef? Nah, Mannkind doesn't do pretty pictures. One thing is for sure, Mannkind continues to b*tch slap us with these secretive deals and there is only one person that is allowed to b*tch slap me and that's my wife!
|
|
|
Post by mindovermatter on Jan 21, 2016 13:44:22 GMT -5
In my view, this announcement is good news. Is it earth shattering? No. I don't think we are going to get huge news for awhile. I'm good with one step at a time news. Also, I like the idea of going with something new as far as a partner. We tried the "establishment" route and Sanofi was almost successful at bankrupting Mannkind. Time to try a new approach on many fronts. Also, this new licensing deal is for just three drugs, a good start. The potential for TS are dozens of drugs but you need to start somewhere. The way Mannkind is priced now shows that most believe bankruptcy is a real possibility. If we see Afrezza sales start going up even a little in the next several months, that will provide at least proof that Mannkind will survive. That in turn will help share price. I believe Mannkind will survive. I agree. It at least gives some value to TS as another company sees TS as viable tech. What it doesn't do, at least in the short term, give any further indication that TS can be a money maker by evidence of inhaled drugs finding a place in the drug market place.
|
|
|
Post by mindovermatter on Jan 21, 2016 12:29:47 GMT -5
Same thing was said about Sanofi deal. Just want to point that out.
|
|
|
Post by mindovermatter on Jan 21, 2016 10:31:43 GMT -5
good points. now that this is out of the way, the next fire to put out is how Mannkind can raise much needed cash unless Receptor Life is part of a plan to take MNKD private. Yes, because as we've seen in the past every deal MNKD does has a secret plan to buy them out for billions. It must be getting so confusing with all these companies behind the scenes now fighting over their rights to give us shareholders billions. Stop it! Can we please have a wild buy out speculation free zone here at Proboards. There is ZERO reason to believe there is anything beyond what was announced. Whoa! Take it easy man! Taking Mannkind private doesn't mean that shareholders are going to hit the jackpot. You are reading things into my comments that are not there! My comment wasn't hinting to mean that there is going to be some huge buyout. You obviously are suffering from PSTD from hypers. I don't think I am hyping here at all.
|
|
|
Post by mindovermatter on Jan 21, 2016 10:30:41 GMT -5
good points. now that this is out of the way, the next fire to put out is how Mannkind can raise much needed cash unless Receptor Life is part of a plan to take MNKD private. Why not read the MannKind 2016 Blueprint Summary (posted above)? It's covered there: "Generate immediate cash and increase volume by rapid expansion into selected international jurisdictions."
Can I hear an "Israel - amen, brother!" Saudi Arabia? Others include any country that basically rubber stamps FDA-approved drugs.
Seriously, are shareholders, who have been complaining for years about lack of transparency, ignoring Matt Pfeffer (out of habit) now that MannKind's new CEO is providing guidance?
Yes again good points and something we have been waiting for, that is moving Afrezza out of USA and negotiate a revenue stream from a foreign country or two.
|
|