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Post by mindovermatter on Nov 14, 2015 15:16:42 GMT -5
Some context of #s would be nice to know. If his best week to date means he saw 10 scripts vs 7 from the week before, then I would discount his enthusiasm. Remember, sales people are trained to make you think your own funeral will be the best thing to happen to you in your life if it means they can sell you something. As a lifetime salesman, I am offended by this generalization. Most sales professionals that I know want to create customers for life and dead people make poor candidates. I used to sell caskets. Do you need one by any chance? I can still get you an awesome deal on one.  |
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Post by mindovermatter on Nov 14, 2015 8:38:18 GMT -5
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Post by mindovermatter on Nov 13, 2015 10:47:41 GMT -5
Starting to wonder who has bigger friends over in Israel, Al or Goldman. Isn't it obvious? One has 100s of billions in asssets. The other has less than a billion. GS runs the show. Al is just a spectator. Sad that GS has the power to manipulate without any repercussions. |
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Post by mindovermatter on Nov 13, 2015 10:28:54 GMT -5
FYI..SNY rep I know stated they had best week to date regarding scripts, one physician who had been totally resistant also did his first script...said they are working diligently on the insurance...hopefully it gets extrapolated across the board and is reflected some nice #'s tomorrow to piggyback today's action  Some context of #s would be nice to know. If his best week to date means he saw 10 scripts vs 7 from the week before, then I would discount his enthusiasm. Remember, sales people are trained to make you think your own funeral will be the best thing to happen to you in your life if it means they can sell you something. |
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Post by mindovermatter on Nov 13, 2015 8:17:50 GMT -5
Know what you own. Fear is good. MNKD is not Glenmark. The only thing we have to fear with MNKD is bankruptcy. If they can remain solvent , than might succeed, and if you are reading this you believe they will prevail. Hakan , Matt and team have just moved the the bankruptcy risk out many months. People who have used Afrezza love it. I know little about TEVA .. but it appears they are one of the few companies that make some money out of generics.. The holy grail of for any generic would be to make it unique again. Generic plus TS could likely do that in so many cases. One example.. Your common flu shot. .what if one company got the rights to deliver a flu shot via a simple breath once a year rather than a jab. Suddenly generic can command a price premium again. I know nothing but adding Teva to the fray seems to be an extraordinary good thing. Don't think Teva do flu shots btw.. but I've already written to one to prompt them to take up Hakan's offer. Aren't flu shots now administered via nasal and most are not injected? No. In fact, there is a shortage. I had it last year but couldn't get it this year as the county that gives out free shots had none of the mist available this season. www.al.com/news/index.ssf/2015/10/flu_mist_shortage_lack_of_nasa.html |
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Post by mindovermatter on Nov 12, 2015 17:45:48 GMT -5
Why? Evidence is showing that those using Afrezza need less basal. That's why. Unless Sanofi truly understands the game changing nature of Afrezza, and evidence seems to point that they are slow playing Afrezza, I don't see Sanofi sticking by Afrezza if sales don't pick up by 2Q of 2016. But that might be their plan to begin with. Only time will tell. Why would Sanofi not understand the "game changing nature of Afrezza" as you accurately described it? Of course they understand all aspects of the drug, that's their business. I am making the assumption that Sanofi knows that Afrezza works so well that it will do irreparable damage to their big boy diabetes drugs that they are relying to be their cash cow. But maybe with more evidence will convince Sanofi to finally pony up and pay a premium for Afrezza after all. Like I said, time will tell. |
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Post by mindovermatter on Nov 12, 2015 17:23:14 GMT -5
It depends on what the deal is and for what. Remember, the Afrezza deal was not well received by most and did not truly help the share price. Go look and see how the stock tanked right after the deal was announced on Aug 11, 2014. It was all downhill from there in general to where we now sit. Disappointing would not adequately explain where Mannkind is with Techsnosphere. There might be a lot of interest but if no one is willing to actually partner with Mannkind to bring something to market, then the company is most likely doomed unless Afrezza starts to get a foothold. And that brings yet another concern. Sanofi is having a problem with Toujeo gaining acceptance and if Matt Bendall is onto something with Tresiba being the optimal basal to go with Afrezza and not Toujeo, Sanofi will most like ditch Afrezza and use all its resources to try and resurrect Toujeo imo. That scenario again puts the screws to Mannkind. Maybe there is a white knight out there like Teva that will bail Mannkind out. Would Novo make a move? I dunno but Mannkind is radioactive right now. If Toujeo does not work well, it is because Tresiba is better product. And why would Sanofi ditch Afrezza if Afrezza works well with Tresiba. They are getting 65% profit from Afrezza. If they ditch Afrezza, they are getting none. If they ditch Afrezza, Novo can pick up Afrezza and make a combo of Tresiba+Afrezza. Wouldn't that put Sanofi in a much worse competitive position to defend its market share of Toujeo? Why? Evidence is showing that those using Afrezza need less basal. That's why. Unless Sanofi truly understands the game changing nature of Afrezza, and evidence seems to point that they are slow playing Afrezza, I don't see Sanofi sticking by Afrezza if sales don't pick up by 2Q of 2016. But that might be their plan to begin with. Only time will tell. |
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Post by mindovermatter on Nov 12, 2015 16:50:53 GMT -5
Even if it does happen, it will probably not do much to the share price. A signed TS Partnership, you're kidding right ?? It depends on what the deal is and for what. Remember, the Afrezza deal was not well received by most and did not truly help the share price. Go look and see how the stock tanked right after the deal was announced on Aug 11, 2014. It was all downhill from there in general to where we now sit. Disappointing would not adequately explain where Mannkind is with Techsnosphere. There might be a lot of interest but if no one is willing to actually partner with Mannkind to bring something to market, then the company is most likely doomed unless Afrezza starts to get a foothold. And that brings yet another concern. Sanofi is having a problem with Toujeo gaining acceptance and if Matt Bendall is onto something with Tresiba being the optimal basal to go with Afrezza and not Toujeo, Sanofi will most like ditch Afrezza and use all its resources to try and resurrect Toujeo imo. That scenario again puts the screws to Mannkind. Maybe there is a white knight out there like Teva that will bail Mannkind out. Would Novo make a move? I dunno but Mannkind is radioactive right now. |
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Post by mindovermatter on Nov 12, 2015 13:02:43 GMT -5
Better hope that any TS deal isn't like the deals MNKD did with Tolero and Colby.
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Post by mindovermatter on Nov 11, 2015 15:34:18 GMT -5
conspiring? misleading? defrauding?  AF PREPARING FOR PRISON SENTENCE? No, sadly Adam will be granted access to the same high priced D lawyers that all the corrupt Wall Street Short goons use. He'll probably just get some community service where he has to pick up the papers from the NYSE trading floor. |
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Post by mindovermatter on Nov 11, 2015 15:10:57 GMT -5
He probably knows and reads Hebrew. He knew. I'm not sure what his religion is but even if he is Jewish, I wouldn't make the assumption that he can read Hebrew fluently. Most Jewish men only learned enough Hebrew to read a passage from the Tora out load at a bar mitzvah. Not being fluent doesn't excuse him either. He should be knowledgeable enough to know that he isn't fluent enough to breed a panic with a badly translated tweet. I'm workin on my SEC complaint right now. AF, being an ahole, only knows how to read, speak and write aholese. Is it no wonder so many dislikes the guy with a deep passion? |
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Post by mindovermatter on Nov 11, 2015 14:54:07 GMT -5
Keep in mind. If my memory serves me correctly, Al has 140 million or so on the sidelines from the sale of his industrial park in Valencia. Not the corporate HQ but the park owned were Mann Foundation is HQ. Charity starts at home. Reading the 10Q tells us that if Al sells the Valencia HQs, the proceeds have to be used to pay off Sanofi. The money can not be used for anything else other than that. |
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Post by mindovermatter on Nov 11, 2015 12:41:50 GMT -5
I remember the false report that was published minutes before closing on the day the FDA approved Afrezza. It was around June 27, 2014 if I recall correctly. The report "caused" the share price to drop over $2 in minutes. After hours, the share price climbed back into the green after it came out that the report was false. Today's "news event" seem strikingly similar to me... The interpretation of the Globe report was shaky at best, but the way I read the story, it appears that MNKD may have met the two conditions to proceed. There are connections to Israel (note that they did NOT say it had to be an Israeli company?) via Alfred Mann's $100M contribution to Israel's Technion Institute AND MannKind appears to have beat the November deadline date). Perhaps the intent of this report was simply to shake more shares loose. After all, we've seen this happen before... --- Regardless, good fortune to you. Yep, I would agree with you on this. Mannkind has such a huge target on it and so many wishing for it to fail that I wouldn't be surprised if this was planned. The finance community is rigged and filled with criminals that have Ivy League degrees that use their power to manipulate. GS is the king pin of doing this. |
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Post by mindovermatter on Nov 11, 2015 12:35:03 GMT -5
mindovermatterI cannot find any link to an article about TASE not allowing funds to buy MNKD shares. Where did you see this?? google translate. ETFs forbidden to participate. Again, don't know if this is true or not. Hopefully the company will clarify what is going on. |
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Post by mindovermatter on Nov 11, 2015 12:05:31 GMT -5
Assuming the news today is true about TASE not allowing their index funds to purchase MNKD shares, share lending should be the least of your concerns right now. Call back shares and buy more. The stock will stabilize and perhaps rise. Then the additional shares, sold on the open market will fetch a higher price. I hope you are right but there's blood in the water and Mannkind isn't able to stanch the bleeding. I said it once and I'll say it again. Mannkind needs to release some very good news sooner rather than later. |
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