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Post by mindovermatter on Mar 23, 2016 15:24:07 GMT -5
It's clearly RSL that is buying just shy of 5% of Mannkind stock.  |
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Post by mindovermatter on Mar 23, 2016 14:35:34 GMT -5
So let's say all of these people and companies are associated with RSL. How does that actually help Mannkind in any way other than the deal they just signed that so far has not created one red cent for the company? I'd say knowing who the RLS backers are would help only in terms of the market's sentiment of the value of Technosphere. I'm not a supporter of the Google/Verily/Dex theory, but let's use that as an example. If it were to become publicly known that Verily has an interest in MannKind's technology, I think you might see a jump in MNKD share price for two reasons:
1. A partner with financial muscle increases the likelihood that they will develop the drug(s), pay for FDA trials and eventually bring the drug(s) to market.
2. A big player, by showing interest in a technology - in this case Technosphere - tends to validate the technology in the eyes of investors. People would think, "Hmmm...what does Google see that I don't see?" The perception that Google (Verily) only deals in projects that are likely to be HUGE would be an enticement to buy shares of MNKD. Investors would be assuming that Verily has done their due diligence and if it's good enough for them... well, you know the rest.
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As long as Mannkind is unable to give Wall Street any sense of guidance or solid answers, it won't matter a hill of beans who Receptor is. And investors already know the value of TS. It is worthless at this point. Not even RLS would give up front money for it. That tells you all you need to know about the value of TS. |
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Post by mindovermatter on Mar 23, 2016 8:48:59 GMT -5
So let's say all of these people and companies are associated with RSL. How does that actually help Mannkind in any way other than the deal they just signed that so far has not created one red cent for the company?
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Post by mindovermatter on Mar 23, 2016 8:14:09 GMT -5
I am more interested right now in the "Afrezza Salvage Project" about to get underway.
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Post by mindovermatter on Mar 21, 2016 19:40:06 GMT -5
Afrezza Safety and Pharmacokinetics Study in Pediatric Patients This study has suspended participant recruitment. (Due to transfer of ownership of Afrezza IND & NDA back to MannKind Corporation, enrollment into the TDR14323 study was suspended) Sponsor: Sanofi Information provided by (Responsible Party): Sanofi ClinicalTrials.gov Identifier: NCT02527265 First received: August 17, 2015 Last updated: March 14, 2016 Last verified: March 2016 clinicaltrials.gov/ct2/show/NCT02527265?term=SAR439065&rank=2I believe this was posted a week or so ago. |
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Post by mindovermatter on Mar 21, 2016 19:38:26 GMT -5
If anyone can find a way to make those two related it would be lakers.  |
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Post by mindovermatter on Mar 21, 2016 11:51:41 GMT -5
Because the producers at 60 Mins do not believe it is an interesting story. It is that simple. There's really two components: 1. Big media is run by big $. Yea, sounds Foil Hat but is actually true. Its a business for profit, and it aligns opportunistically (see also: Murdoch, Clear Channel, etc). Gotta clear this hurdle - a bit. 2. Big$ is interested first and foremost in Big $. A story that will command significant ad $ and ratings is required. Thus - belief that general public will bite and buy. What would get the producers interested? Probably the high concept combo triple play that would run something like this: - Study/trial data proving it reverses early TII. Same type of storyline as the doctor that sorted that most ulcers are caused by bacteria. Overcoming medical community rigor mortis. Cannabis story would add sizzle too with TS.
- Shows the ineptitude of medical care in US/FDA/etc. Another major government buys large quantity and within 6mos to 1 yr of implementing with populace, has statistics showing dramatic reduction in overall medical costs (see also: obamacare), and better outcomes (significantly fewer diabetic deaths). Or a conservative angle suggesting that FDA reg is the problem.
- Evidence of Wall Street corruption blocking the above. See also "What Killed the Electric Car". A progressive angle suggesting more Wall Street reg is needed.
Whatever the politics - there is an element to what Big $ will support based on what they think will resonate with populace which in an election year, is well metered by poll results.
Otherwise short of a 60 mins story that has to run middle of road - the rhetoric driven outlets (e.g. Fox and CNBC) might carry it with lower bar depending on what 'evidence' comes through and they can swing and spin to their audiences for ads and ratings ....
Just my .02 from Foil Hat contingent. Follow the money.
The only way the Mannkind story as it pertains to Afrezza will ever get onto 60 minutes or get any national attention is if Donald Trumps says, "Diabetics are a big bunch of losers if they are not using Afrezza" Other than that, don't hold your breath. |
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Post by mindovermatter on Mar 21, 2016 10:01:21 GMT -5
Question for all the experts on this thread...lets say Mannkind Corp. is approached by a company who wants to buy Afrezza (not Mannkind). And lets say the sales pitch is something like "Look, you cant afford to keep producing technosphere solutions without cash. You sell us Afrezza, we give you X.X billion and now you can become the company you always wanted to be...not a Diabetes company, but a technosphere product driven company" If the above were to happen, and a cash infusion of X.X billion is given to Mannkind, how would someone value the stock? The short argument would be "great, they just lost the only revenue driving product in their portfolio and are back to square one with lots of cash and no FDA approved product" The long argument would be "great, now the company can properly focus on technosphere products and they have the cash to withstand 5+ years of development without any solvency related problems" Sounds like an attractive solution from the business perspective especially if you can absolve your debt and continue operations for years to come. Just curious if news like this would drive the stock up a lot (back to 10s), up a little (5-7s), or sideways? (I am guessing at the stage we are at now, down would not be an option since this would be overall good news) Thoughts? funny you should think there are experts here. People with opinions. Yes. Experts. No. |
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Post by mindovermatter on Mar 21, 2016 8:24:31 GMT -5
i found this federal program from U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS), THE NATIONAL INSTITUTES OF HEALTH (NIH) AND THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) SMALL BUSINESS INNOVATION RESEARCH (SBIR) PROGRAM
NIH/NIDA 159 Therapeutic Cannabidiol Pulmonary Delivery Device sbir.nih.gov/sites/default/files/PHS2016-1.pdfPage 122 + Objective To develop a pulmonary delivery device that can administer therapeutic doses of the non-psychoactive cannabinoid CBD. The ultimate goal is to generate a sufficiently characterized clinical tool such that the Food and Drug Administration (FDA) would allow it to be used to evaluate the efficacy of inhaled CBD as a therapeutic agent in clinical trials. This opportunity is open to all Small Business Innovation Research (SBIR) award-eligible organizations. However, it is ANTICIPATED that a Small Business Concern (SBC) best equipped to produce such a characterized device and data package within the time and budget constraints MIGHT CURRENTLY be marketing a similar or related inhalation product ... Background CBD is a compound found in marijuana that has no euphoric properties but appears to have other pharmacological activities. Current understanding of CBD pharmacology is limited; a number of laboratory studies have been conducted and a few have progressed into early clinical phase investigations, the most successful demonstrating CBD as an anxiolytic agent. Potential applications for the anxiolytic properties of CBD include reduction of craving and relapse in Substance Use Disorders, and reduction of anxiety in Post-Traumatic Stress Disorder. In addition, CBD is currently under clinical investigation for the treatment of childhood intractable epilepsies, where it is added to the existing medication regimen (usually, to 2-3 other drugs). However, CBD is well known as an inactivator of drug metabolizing enzymes and so can significantly disturb the patient’s exposure to their current medications and potentially contribute to serious drug interactions. If CBD is to be administered via a pulmonary (inhaled) mechanism rather than via oral route, the liver exposure would be much lower, resulting in less enzyme inactivation and drug-drug interactions. Furthermore, inhaled CBD provides 2-3x greater bioavailability and shows substantially lower inter-dose and inter-subject variability than with oral administration. when used in a clinical trial a pulmonary delivery device would result in more reproducible CBD dosing, less risk of drug interactions and ultimately less variable and more reproducible clinical data i just wanted to add some information on CBD and the attention it gets recently ! collaborators in the USA listed. Bethesda. Aberdeen and Richmond. screencast.com/t/pPR4pDKxR
And Israel screencast.com/t/4zpsWatIJ
Is there any definitive proof that Mannkind is working on any of this? |
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Post by mindovermatter on Mar 21, 2016 7:22:43 GMT -5
Over 67,000,000 shares trades last week All was basically up volume., i.e, the daily high exceeded the previous day's daily high. And only twice since March 1 has the daily low exceeded the previous day's daily low. Think a buyout may be in the works, even with the poison pill in existence. I really hope there's not a buyout. I am hoping for Amgen to be a strategic partner in Europe Asia. I am hoping RLS is actually Google life sciences. And I am hoping MannKind goes it alone in the United States. This is the best scenario that we can ask for. I have no proof of this this is just a guess. A want! A dream! I doubt that Amgen will be a partner. Pharma execs move all the time. I recall a select bunch kept pushing the narrative that James Shannon going to GlaxoSmithKline meant something good for Mannkind. It didn't. Then he came back to Mannkind and then certain people said that was a good sign. It wasn't. Castagna's move is a move made by many in the industry. He saw an opportunity and took it. But is it possible that AMGEN would want to work Mannkind? Sure. Is it probable? No. |
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Post by mindovermatter on Mar 21, 2016 7:16:26 GMT -5
FWIW , I just sent an email , like I said I've become jaded (slightly ) so I'll be pleasantly surprised if 60 minutes shows interest in the story of Alfred Mann & Mannkind . I hate to say it but the Networks seem to be bought & paid for and we see what " they " want us to see but I'd Love to be wrong !  I gave links to Afrezzauser , Afrezza down under & Afrezza just Breathe ... Ironically, I'm not holding my breath for a reply ,) but perhaps they haven't all sold their Souls .... I sent a similar email about a year ago, obviously, to no avail. Follow the money. CBS gets paid tens of millions of dollars if not more, by BP advertisers. Yet "60 Minutes" has attacked Big Tobacco, Big Oil, the Big 3, the Big Banks, etc. I wonder why they haven't picked up on this.... Because the producers at 60 Mins do not believe it is an interesting story. It is that simple. |
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Post by mindovermatter on Mar 21, 2016 7:14:01 GMT -5
From my limited experience with diabetics I have to say this is true. The diabetics I have spoken with (around a dozen) verbally expressed they found the concept of inhalation to be interesting but none took the initiative to even ask their physicians about it. The effects of diabetics are cumulative and rear their ugly head later in life, such as kidney failure, nerve damage...etc. When patients are not constantly suffering or in pain, they do little to manage their condition. Sam Finta said it best when he said most diabetics walk around not knowing how sick they are. Very much true. I was going to state that most diabetics are passive about their disease and will not take the initiative to fight their disease as we see with the very SMALL handful of people online who post about their use of Afrezza. And I understand that seeing just how exhausting it is to manage the disease. |
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Post by mindovermatter on Mar 21, 2016 7:04:05 GMT -5
Considering the horrifically low script numbers that exist today, one would think it will help % wise if the center is successful, but I think many are putting a bit too much faith in thinking it will be a smashing success just as many did thinking Afrezza would be with Sanofi behind it. A more sober approach is needed but I forget this is a message board and that typically never happens.
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Post by mindovermatter on Mar 21, 2016 6:56:09 GMT -5
Question for all the experts on this thread...lets say Mannkind Corp. is approached by a company who wants to buy Afrezza (not Mannkind). And lets say the sales pitch is something like "Look, you cant afford to keep producing technosphere solutions without cash. You sell us Afrezza, we give you X.X billion and now you can become the company you always wanted to be...not a Diabetes company, but a technosphere product driven company" If the above were to happen, and a cash infusion of X.X billion is given to Mannkind, how would someone value the stock? The short argument would be "great, they just lost the only revenue driving product in their portfolio and are back to square one with lots of cash and no FDA approved product" The long argument would be "great, now the company can properly focus on technosphere products and they have the cash to withstand 5+ years of development without any solvency related problems" Sounds like an attractive solution from the business perspective especially if you can absolve your debt and continue operations for years to come. Just curious if news like this would drive the stock up a lot (back to 10s), up a little (5-7s), or sideways? (I am guessing at the stage we are at now, down would not be an option since this would be overall good news) Thoughts? I don't know all the business particulars - but - I would prefer they sold MNKD/Afrezza for "X" per share and then spin off into a new company for Technoshere development. I want to get paid sooner rather than later. Just my preference. Mannkind was founded in 1991. Went pulbic in '94 with 6,250,000 shares offered at $14 per share. I'd take a buy out at anything at or over $6 a share. We can all agree Afrezza is a great drug that works. But so far the diabetic community hasn't shown to be that interested in it. But as a long term investment, unless you have been actively trading the stock long and short, the stock has been a horrible investment. That's not an opinion. That's a fact. |
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Post by mindovermatter on Mar 18, 2016 13:40:34 GMT -5
Anyone able to tell if there are big blocks being consistently bought?
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I gave links to Afrezzauser , Afrezza down under & Afrezza just Breathe ... Ironically, I'm not holding my breath for a reply ,) but perhaps they haven't all sold their Souls ....
