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Post by mnkdfann on Nov 29, 2019 16:35:15 GMT -5
Thanks Rancho....Your comments have nothing to do with the original thread....wow wtf typical What is the topic? Another End of YEAR!? Okay, I'll bite, What are you doing for NYE?
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Post by mnkdfann on Nov 29, 2019 16:33:47 GMT -5
Me on ST ...$MNKD someone posted this: $MNKD I wonder where MNKD is getting the most demographics sales from, it's not people over 65 ..it's to complicated to use and if they have been using a certain application for 15 years, it's hard to change and medicare doesn't cover afrezza. ..MNKD still has several major hurdles to overcome..won't bet the farm on it right now. Vdex has Medicare coverage! They have many T2’s. Someone under Spencer’s article said Vdex does not use insurance ..that’s all they do. Bullish Well, you made me look. I think this is the comment you are referring to: "Indeed, they are not part of any managed care system, so their services are guaranteed NOT covered under any insurance plan, which translates into patients having to pay out of their own pockets, which translates into practically NO patients period." Could it be that insurance covers the cost of an Afrezza prescription for many Vdex patients (perhaps what you are talking about), but not the cost of visiting the clinic (perhaps what the SA commenter is talking about)? That is, does Vdex charge clients a service / visit fee not covered by (many) insurance plans?
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Post by mnkdfann on Nov 29, 2019 12:45:25 GMT -5
The good news is that Piper is a notch up from H.C. Wainwright (aka Rodman & Renshaw) and some of the other banks MNKD has previously been using. Whether Piper can generate enough interest to pull off a deal for MNKD remains to be seen. If too many conferences go by with no deals coming to fruition, companies don't get invited back by the sponsor. FWIW, Mannkind has attended previous editions of the Piper Jaffray Annual Health Care Conference already, several times in the past. At editions 20, 24, 25, and 26 (from a quick google search) anyway. Possibly others as well.
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Post by mnkdfann on Nov 24, 2019 10:58:58 GMT -5
just to raise our awareness, Canada just legalized recreational pot. Well, it was well over a year ago. And legalization of some forms (i.e. edibles) took longer. Edibles, though now legal, are (last I heard) still in the process of being approved for sale by Health Canada. Some provinces (e.g. Quebec) have already banned some forms of edibles. Legalisation was not a boon for producers and retailers, though. business.financialpost.com/cannabis/cannabis-business/legal-cannabis-sales-decline-all-across-canada-in-september-with-new-brunswicks-dropping-40"Sentiment towards the pot sector has turned bearish over the last one month, as major licensed producers struggle with declining revenue and growing inventory and the looming prospect of further price drops."
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Post by mnkdfann on Nov 24, 2019 10:12:35 GMT -5
Does anybody know what the next step in this MORE Bill process is? Maybe this is the final hurdle that needs to be overcome before RLS can launch their cannabis products. As I mentioned within a number of post on this forum, (IF) RLS has a block buster product ( No competitors ), MannKind could receive millions of dollars in royalties. HANG IN THERE FOLKS, HOPEFULLY A PRESS RELEASE FROM RLS/MANNKIND WILL OCCUR IN THE NOT TO DISTANT FUTURE. I’m not an expert, but I believe the full House would have to approve it and then it would be sent to the Senate for a vote. But the Senate leader could choose not to bring it to a vote at all and it goes nowhere. Based on the current political environment, I would not be too optimistic. Yeah, it has a long way to go, and odds are not in its favour. www.rollingstone.com/culture/culture-news/house-judiciary-commitee-marijuana-legalization-more-act-915369/MORE Act clears Judiciary Committee, but will need to get through seven more groups before hitting House floor. While the House Judiciary Committee vote marked a historic moment in the effort to legalize marijuana in the United States, the MORE Act faces a long road towards passage. Seven more House committees must approve or waive the bill before it gets a vote on the House floor, and while it’s possible the MORE Act could pass in the Democrat-controlled House, it’s fate in the Senate is far less certain. “I don’t think a majority of the Republicans will support this bill,” said Colorado Republican and Committee member Ken Buck, per CNBC. “It is even less likely that the Senate would take it up. Therefore, I would just suggest that we deal with other bills that we can get a much larger bipartisan support from.”
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Post by mnkdfann on Nov 22, 2019 12:07:35 GMT -5
I wonder who the 2 people are that voted in year 2076 😂 I suspect they forgot about the possibility of a RS long before before then.
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Post by mnkdfann on Nov 18, 2019 23:30:28 GMT -5
So Cipla doesn’t care, the rejection occurred in April and they are still in the planning phase. “Expected in the new year”, nice timeframe there! From April until mid-October, Cipla had bigger worries. Over that period its share price lost about 30% (to 52 week lows), and the US FDA was on its back about failures at one of its plants.
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Post by mnkdfann on Nov 15, 2019 22:04:45 GMT -5
Seem like a very intelligent man..an intelligent man who spends the majority of his off time commenting on stocks/medicine that you neither own nor use? Fascinating. Thanks, but you don't know what I own (or use).
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Post by mnkdfann on Nov 15, 2019 20:08:53 GMT -5
OFF TOPIC If one doesn't listen to the impeachment first hand then they are either choosing ignorance or giving up on individual interpretation as to the future state of democracy. This is an important conversation to read and listen to IF you care about the Constitution and it's influence on the future of not only the United States and the World. From my point of view, and that of many and more and more experts who study constitutions and the structure of governments, it has been a while since your Constitution was viewed as one to follow. Sure, it had its time back in the day. But the international community has found better models to draw from. To put it another way, I believe its influence on the World has significantly waned over my lifetime and even before. Lots of discussion on that topic exists, here is one article (with some excerpts): www.theatlantic.com/politics/archive/2013/11/the-us-needs-a-new-constitution-heres-how-to-write-it/281090/"Almost nobody uses the U.S. Constitution as a model—not even Americans. When 24 military officers and civilians were given a single week to craft a constitution for occupied Japan in 1946, they turned to England. The Westminster-style parliament they installed in Tokyo, like its British forebear, has two houses. But unlike Congress, one is clearly more powerful than the other and can override the less powerful one during an impasse." "The story was largely the same in defeated Nazi Germany, and more recently in Iraq and Afghanistan, which all emerged from American occupation with constitutions that look little like the one Madison and the other framers wrote. They have the same democratic values, sure, but different ways of realizing them. According to researchers who analyzed all 729 constitutions adopted between 1946 and 2006, the U.S. Constitution is rarely used as a model. What's more, "the American example is being rejected to an even greater extent by America's allies than by the global community at large," write David Law of Washington University and Mila Versteeg of the University of Virginia." "As the famed Spanish political scientist Juan Linz wrote in an influential 1990 essay, dysfunction, trending toward constitutional breakdown, is baked into our DNA. Any system that gives equally strong claims of democratic legitimacy to both the legislature and the president, while also allowing each to be controlled by people with fundamentally different agendas, is doomed to fail. America has muddled through thus far by compromise, but what happens when the sides no longer wish to compromise? "No democratic principle exists to resolve disputes between the executive and the legislature about which of the two actually represents the will of the people," Linz wrote." "There are about 30 countries, mostly in Latin America, that have adopted American-style systems. All of them, without exception, have succumbed to the Linzian nightmare at one time or another, often repeatedly," according to Yale constitutional law professor Bruce Ackerman, who calls for a transition to a parliamentary system. By "Linzian nightmare," Ackerman means constitutional crisis—your full range of political violence, revolution, coup, and worse."
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Post by mnkdfann on Nov 15, 2019 19:51:23 GMT -5
I did hear this interview... both by changing the bit rate on the original link and by using Sports' alternate link. It's pretty watered down when it comes to Afrezza because Mike can't name the product or say anything specific without running afoul of FDA rules that would then require him to rattle off all the warnings and fine print. So there isn't much within the entire interview that makes me think getting the video out to the world is a dire imperative. He comes across as professional, so it's a positive... but a relative small one. I'd say better as career building for him than promotional for Afrezza. We've had much better local news coverage regarding Afrezza where it's unaffiliated medical professionals interviewed who aren't under the same constraints about what they can say. Agreed. It was a public service style announcement, tied in to World Diabetes (Awareness) Day. It wasn't about Afrezza awareness. I think some investors are clutching at straws to think the segment was intended or had any chance to move the needle on Afrezza awareness / sales. Just my opinions, ymmv.
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Post by mnkdfann on Nov 15, 2019 11:50:41 GMT -5
1. I don't think mike mentioned the name afrezza even 1 time. Is this correct? 2. Is mike a diabetic? He implied that he is. He mentioned and demonstrated inhaled insulin, but did not mention Afrezza by name; perhaps that is as far as he could go without paying for an ad spot? And he also mentioned he was sticking his finger and that got painful over time. Not sure why he would be doing that as often as he did (does?) if he was not diabetic or seriously 'pre-diabetic'. IDK.
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Post by mnkdfann on Nov 14, 2019 21:10:31 GMT -5
Considering, as mentioned by more than one person, three of the current board members are beyond the mandatory employment retirement age - yet can remain on the board, forever (I guess). Really? I think I missed that discussion. My understanding is that mandatory retirement ages are for the most part unlawful in the U.S. From Wikipedia, "Mandatory retirement is generally unlawful in the United States, except in certain industries and occupations that are regulated by law, and are often part of the government (such as military service and federal police agencies, such as the Federal Bureau of Investigation)." So, if I am missing something, what is it?
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Post by mnkdfann on Nov 9, 2019 21:09:00 GMT -5
spencerosborne ... IMHO, MidCap is merely a bridge loan which tides Mnkd over until after 12/27/19 when the toxic 1.6 Warrants expire. Then UT, PEs like CG, JE May take an equity stake in Mnkd. They don’t want to be diluted by Warrants. MidCap loan may be used as a leverage in such negotiations. That could be why MC seems unconcerned, almost cavalier about covenants. Maybe it is obvious and I am having an early senior moment, but what do UT and PE stand for in the text above?
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Post by mnkdfann on Nov 7, 2019 11:28:40 GMT -5
Per the transcript, the CEO said: "The next part will be running here in a few weeks will be the human factor study. Mankind is running that based on our history of our [dreamboat] device. Our team is fully capable of doing a study. I don't expect a lot of risk." He appears to be referring to TreT. What is a " human factor study"? Why is Mannkind doing it? Is it necessary for TreT FDA approval? As a start, just google the words: human factor study fda. Here's one hit from the FDA: www.fda.gov/medical-devices/device-advice-comprehensive-regulatory-assistance/human-factors-and-medical-devices
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Post by mnkdfann on Nov 6, 2019 18:48:49 GMT -5
3.58M shares traded is not WS. It's manipulation. But, that's mytakeonit Yeah, but to what end.. If I understand these numbers right.. 10Mil$ net loss, but 4mil$ of that a one time thing and we should have about 2mil$ higher revenue in the next quarter..
I'm not familiar with MNKD's history of one time events, but for publicly traded companies in general IMO one time events seem to occur with astonishing frequency. That is, a different one time event every quarter.
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