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Post by mnkdfann on Jun 16, 2019 20:53:24 GMT -5
New International MannKind Patent Application Published 6/13/2019 Patents are not my thing. How do you know it is 'International'? The text at one of the tabs says: "This application is a continuation of U.S. patent application Ser. No. 13/933,813, filed Jul. 2, 2013, which is a continuation of U.S. patent application Ser. No. 12/484,125, filed Jun. 12, 2009, now U.S. Pat. No. 8,499,757, which claims benefit of priority under 35 U.S.C. § 119(e) from U.S. Provisional Patent Applications Ser. Nos. 61/157,506, filed Mar. 4, 2009, and 61/061,551, filed on Jun. 13, 2008, the contents of each of these applications are incorporated herein by reference in their entirety." Nothing International that I see (only took a quick look, though, and I am not sure what to look for). |
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Post by mnkdfann on Jun 16, 2019 19:35:25 GMT -5
Sayhey said in that post that the $50M is what he was estimating. Agreed, the estimate is not from VDEX.
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Post by mnkdfann on Jun 16, 2019 18:18:40 GMT -5
DXCM is an interesting story in that Kevin Sayer worked for Al when Al invented the CGM and afrezza. Kevin has been quoted as saying has never seen anything work as well as afrezza. My guess with Kevin is he is actively shopping DXCM and he will be out of the diabetes market as soon as he gets a buyer. He is still losing close to $1.50 a share. DXCM is a public company. The shares have gone from under $6 to over $140 in the last decade. Anyone who has held onto the shares made a killing. The company might be losing $1.50 a share, but owners / investors have done fine. Unless I am missing something. |
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Post by mnkdfann on Jun 16, 2019 17:27:32 GMT -5
I think they’re all in the basement at Danbury, but I have no idea what they’re doing🤣 We seriously need transparency that tells us wtf management's plans are (beyond raises, bonuses and options) and how they plan to take us there Talented management can preserve trade secrets while keeping investors informed. What's missing from our current picture? You think what they have told us and put into action (international market approvals (Brazil, Australia), tv and print ads, sponsorships (e.g. Conor), partnerships (e.g. UTHR)) is all just part of some elaborate double bluff? That something better is being held back? Maybe what they said and are doing is what they have. |
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Post by mnkdfann on Jun 16, 2019 15:23:21 GMT -5
matt is so right......One of the main points about all this should be..that MNKD never acknowledged the offers to begin with! Or they’ve gone completely dark in the middle of a deal etc... Distributors with viable deals have contacted Vdex to assure Afrezza is a success in their region and tell them of the same experience of being stonewalled. This is a concern for all. According to the letter: "Our proposal is innocuous to the company. We see no basis upon which it should be rejected, but ultimately shareholders are the ones to decide this. This was submitted to MannKind on June 7. On two separate occasions MannKind management committed to calling us to discuss the proposal. They then missed both calls without so much as a word of apology. They have not rescheduled. As in the past, they have simply ignored the offer." So it seems Mannkind did at least respond to the point of booking two calls to discuss it. Bad on Mannkind, obviously, for missing the calls. But I can also see how Mannkind might have wanted to take more than a few days to review the proposal before talking. I think I might have personally given them until this Monday before expecting they would want to talk. The proposal was good until June 20, apparently. But I'm not in a high stress big business, so what do I know. |
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Post by mnkdfann on Jun 16, 2019 13:31:03 GMT -5
I believe that the VDex proposal involves only the U.S. market. There’s nothing in the proposal that hinders MannKind’s international agenda. My question is simply this: How can shareholders expect robust sales in foreign countries when management is failing in the U.S.? Big Pharma is just as influential at blocking newcomers outside the U.S. and even more in certain countries. There are two proposals, one titled to Shareholders and the other to the Board of Directors. They are not the same. The one to Shareholders appears in response to Mannkind's failure to address the one made to its Board. I just mention that because when you say proposal, I don't know which document you are talking about. The proposals are not the same, and discuss different issues. Anyway, the proposal to the Board absolutely involves the International market. See page 7 of 7, where it talks about Vdex’ International Expansion. Perhaps it is not a big deal, someone else would know better than I about that. |
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Post by mnkdfann on Jun 16, 2019 13:20:12 GMT -5
Can anyone add a link to this thread with one or more testimonials of how much better their BG levels (and lifestyle) are after starting on another RAA? Maybe I spend too much time just following Afrezza to know, but I have not seen a video with user testimonials (like Jake's) singing the praise of their new insulin. Here's a testimonial about Apidra: beyondtype1.org/the-switch-how-i-accidentally-found-the-right-insulin/Here is a pro-Humalog video, but read the comments for testimonials about other RAIs: youtu.be/POyEK_C4XP8I just did a google search to find the above. There are others out there. |
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Post by mnkdfann on Jun 16, 2019 1:05:57 GMT -5
I suck at posting links to tweets, so I won't try, but this is one of Conor's recent ones:
"Last AA flight I was on had the weather radar break down in the sky, no AC, had to divert to a random airport. Just got on another, the captain says there is not enough oil in the engines... I feel like these are some fairrrrrrly important things to have on planes"
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Post by mnkdfann on Jun 15, 2019 23:14:26 GMT -5
If I was Mike I would embrace this, I would PR it, I would get behind it, after of course they hash out the details so that’s it’s a win win for everyone including the patients. Shall we start a pool (or even a poll) as to if and or when Mike will publicly embrace / or respond to the proposal? I'm very curious to see what happens next week. |
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Post by mnkdfann on Jun 15, 2019 22:42:34 GMT -5
Hey, it's cool to share your opinion positive or negative. I do it all the time. What's not cool is when someone makes false claims about a document that may influence those who have not yet read it. "Oh gimme a break. Talk about missing the point! That being, you were mistaken about the proposal ONLY asking about distribution rights. It also mentioned manufacturing rights, and IT WAS VDEX that raised the possibility that Mannkind could stop the manufacture of Afrezza. So by all means go report Vdex for spreading disinformation." Read more: mnkd.proboards.com/thread/7026/vdex-diabetes#ixzz5qyhviu1RVDEX made no claim about Mannkind stopping the production of Afrezza. They said, "IF" as in "if" Mannkind goes bankrupt, VDEX wants first right of refusal. That's to cover their ass. Some people are so thick it just amazes me. Neither did I make any claims about Mannkind stopping production, or false claims about what the document contained (you were the one who did that). I merely gave an example of how a halt of production might arise since Vdex raised the issue of manufacturing rights, and of Mannkind hypothetically stopping production, and you originally appeared to have missed those points in the proposal (based on your earlier posts where you said the proposal only mentioned distribution rights). But I entirely agree with your last comment. |
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Post by mnkdfann on Jun 15, 2019 22:12:00 GMT -5
Is it so far-fetched to believe that MannKind’s BoD could one day decide that Afrezza is not financially viable in the crowded and hostile U.S. market. Such a decision could be made after repeated dilution and failures of marketing strategy. Careful, or someone will report you for spreading disinformation.  |
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Post by mnkdfann on Jun 15, 2019 21:58:25 GMT -5
No, they also talk about the rights to manufacture. Hence restricting Mannkind from perhaps more profitably farming manufacture out to someone other than VDEX. "If MannKind discontinues the manufacturing of Afrezza, HFM shall have the right of first refusal to assume control of the manufacturing of Afrezza." Allright, I have to call this out. you're spreading disinformation and that's not right. Here is what they said in the document about manufacturing....
"MannKind will continue to manufacture Afrezza according to the standards presently in place. If MannKind discontinues the manufacturing of Afrezza. HFM shall have the right of first refusal to assume control of the manufacturing of Afrezza."
Do you really think Mannkind is going to discontinue the manufacture of Afrezza? Hell, no one else can do it! now stop spreading disinformation or you'll be duly reported.
Oh gimme a break. Talk about missing the point! That being, you were mistaken about the proposal ONLY asking about distribution rights. It also mentioned manufacturing rights, and IT WAS VDEX that raised the possibility that Mannkind could stop the manufacture of Afrezza. So by all means go report Vdex for spreading disinformation. |
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Post by mnkdfann on Jun 15, 2019 18:12:35 GMT -5
Thanks, I saw that. I made your point about taking over distribution in more than just abandoned states myself yesterday. Great minds think alike. Lol. |
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Post by mnkdfann on Jun 15, 2019 18:06:15 GMT -5
Folks, you need to read the agreement: mnkd.proboards.com/post/181012/threadIt is potentially a backdoor to steal Afrezza rights from the company. It is worse than the Deerfield deal in the way it locks up what the company can do... Blah, blah, blah. This is a proposal. A deal needs to be hashed out with the attorneys. no one is going to steal Afrezza from Mannkind. Mannkind still has to manufacture the product right? Someone has to sell it right? All they want is distribution rights. My concern isn't VDEX taking over Afrezza, my concern would be, does VDEX have the operating capital they need to expand as they indicate. No, they also talk about the rights to manufacture. Hence restricting Mannkind from perhaps more profitably farming manufacture out to someone other than VDEX. "If MannKind discontinues the manufacturing of Afrezza, HFM shall have the right of first refusal to assume control of the manufacturing of Afrezza." |
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Post by mnkdfann on Jun 15, 2019 17:47:45 GMT -5
The agreement states that Mannkind may not sell to any entitiy that has any ownership/control of any medical practice in any of the "abandoned states." So, they would not be able to sell to any distributor that has any ownership/control of any medical practice in any of the abandoned states. I believe this would preclude sales to most any major distributor as everyone has their finger in everything nowadays. Thanks, that is essentially the point I keep trying (perhaps poorly) to make. |
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