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Post by mnkdfann on Mar 12, 2019 20:45:08 GMT -5
A diabetes themed episode of Family Guy is coming up soon. Be sweet if Mannkind grabbed some ad slots when that episode airs. 'Afrezza - better than Pancreatone!' "Plot: Meg becomes famous on social media for eating disgusting food. She develops diabetes and starts doing sponsored content for Pancreatone, a diabetes drug with euphoric, hallucinogenic side effects."
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Post by mnkdfann on Mar 12, 2019 11:50:14 GMT -5
Now I am confused. Adcirca is for PAH and is a once a day medication. I can understand why speed of action would be important for Cialis. Are they really the same drug? Wouldn't taking it for PAH have an unpleasant (or possibly pleasant) side effect for male patients? Tadalafil, sold under the brand name Cialis among others, is a medication used to treat erectile dysfunction (ED), benign prostatic hyperplasia (BPH), and pulmonary arterial hypertension. For ED it is recommended as an 'as needed' medication. Trade names: Cialis, Adcirca, Tadacip, others Source: en.wikipedia.org/wiki/Tadalafil
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Post by mnkdfann on Mar 12, 2019 10:51:24 GMT -5
That thread is not even supposed to be here. ?
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Post by mnkdfann on Mar 12, 2019 10:49:33 GMT -5
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Post by mnkdfann on Mar 12, 2019 10:49:02 GMT -5
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Post by mnkdfann on Mar 11, 2019 15:28:15 GMT -5
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Post by mnkdfann on Mar 11, 2019 7:55:12 GMT -5
This has been a phase 2 since march 2016. I'm not sure about March 2016 (you may be correct, IDK), but it has certainly been Phase 2 for a while. At the link the OP gave, anyone who wants to check can scroll to the top and check the August 22, 2017, selection. It shows the study already as Phase 2 then.
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Post by mnkdfann on Mar 10, 2019 10:48:55 GMT -5
From the second post above, dated Feb 25, 2019: "Majority of attendees are not from the USA and therefore not their primary target audience." Next post, quoting March 7, 2019 job advert: Wanted: Global Safety Officer with "deep knowledge and understanding of the global regulatory environment."
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Post by mnkdfann on Mar 4, 2019 21:51:29 GMT -5
The cannibus industry is one of the hottest spaces for venture capital right now, investors and VCs have pumped $881 million into the space so far as of the end of 2018. It's going to be an extremely crowded, well-funded, and competitive market. So what. Is any other company working on dry powder as a means of delivery? I actually don't know the answer. I am not an expert but there appear to be several cannabis powder products on the market. E.g. www.leafscience.com/2017/11/06/cbd-isolate-powder/
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Post by mnkdfann on Mar 4, 2019 18:14:32 GMT -5
There was no secret BIOMM is a startup. The key that LFD did not mention is that the MGMT Team of BIOMM are worldwide experienced Big Pharma guys. So actually this could benefit MNKD. You have an experienced team with no LEGACY ISSUES. They have no commitments or TIE UPS in the country. Time will tell. A startup? Where on earth did you get that idea from? See mnholdem's post on the first page of this thread. Or Biomm's own website dating its history back to 1975. www.biomm.com/About/HistoryIt is hardly what I would call a startup, even if it has not existed in quite the same form or been operating under the BIOMM name for the entire period since 1975.
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Post by mnkdfann on Mar 4, 2019 13:26:23 GMT -5
LFD has a new article out attacking the Biomm partnership (among other targets). He does make some interesting points relating to Biomm's size and revenue. I had not realised (or perhaps I had, but had forgotten) just how small a player Biomm is. E.g., revenues of only $217,580.00 US dollars in the past year. Less than a quarter of a million USD in revenues for the year. Some quarters with zero (!) revenue. seekingalpha.com/article/4246149-mannkind-cracking-brazil-nut-caseI know it is a hit piece, but still. I had thought Biomm was much bigger.
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Post by mnkdfann on Feb 28, 2019 17:17:29 GMT -5
Just looking over some of the comments over the past week and getting an uneasy feeling that something is cooking other than the good results. Points I am considering: - Upgrade from Analyst to 3.00 (ish)
- Some twitterotti spouting off that it would be 2.00 by Friday (and we got very close today)
- Complaints on here by one our group that they had tried to borrow shares but none avail (even though lending rates seem very low suggesting good supply)
- Good results for 2018
- Last round of Warrants now in the money.
Conclusion:
I think once those warrant holders have taken their pound of flesh, that this is going to drop back below the 1.70 range. Think they have about one more chance at playing this thing before the next round of positive announcements start in Q2.
Opinions?
OOG
The last warrant deal was a share and warrant deal, right? A purchase of 26,666,667 shares at $1.5, each coming with a warrant at $1.6. Assuming they want to sell the shares they purchased, and then short more (against the warrants), there could be several more days of volume like yesterday and today. Keep moving the price up so the shares can be unloaded, then short against the warrants. I acknowledge that mine is a simplistic analysis (in that it is not an all or nothing thing ... they can sell some shares, and short against just some of the warrants, depending on their objective and risk tolerance). We'll see what tomorrow holds, but today's action was surprisingly underwhelming to me.
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Post by mnkdfann on Feb 27, 2019 15:53:28 GMT -5
Just looking over some of the comments over the past week and getting an uneasy feeling that something is cooking other than the good results. Points I am considering: - Upgrade from Analyst to 3.00 (ish)
- Some twitterotti spouting off that it would be 2.00 by Friday (and we got very close today)
- Complaints on here by one our group that they had tried to borrow shares but none avail (even though lending rates seem very low suggesting good supply)
- Good results for 2018
- Last round of Warrants now in the money.
Conclusion:
I think once those warrant holders have taken their pound of flesh, that this is going to drop back below the 1.70 range. Think they have about one more chance at playing this thing before the next round of positive announcements start in Q2.
Opinions?
OOG
The last warrant deal was a share and warrant deal, right? A purchase of 26,666,667 shares at $1.5, each coming with a warrant at $1.6. Assuming they want to sell the shares they purchased, and then short more (against the warrants), there could be several more days of volume like yesterday and today. Keep moving the price up so the shares can be unloaded, then short against the warrants. I acknowledge that mine is a simplistic analysis (in that it is not an all or nothing thing ... they can sell some shares, and short against just some of the warrants, depending on their objective and risk tolerance).
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Post by mnkdfann on Feb 26, 2019 11:37:18 GMT -5
Mankind.org? That doesn’t compute. But, it’s available if anyone wants the domain... ....... Kiaser does seem to be better (more progressive) than the rest. Edit: Oops. Looks like we have a domain squatter. They want $28,888 for the domain. That's funny. Yet, there is a Mankind Pharma: www.mankindpharma.comIts U.S. subsidiary is Lifestar: www.lifestarpharma.com/Not that this likely has anything to do with the Kaiser deal being talking about. BUT Mannkind could learn a thing or two from Mankind Pharma's web page! Check it out.
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Post by mnkdfann on Feb 26, 2019 8:37:17 GMT -5
SA Update: seekingalpha.com/news/3437076-mannkind-net-loss-improves-q4MannKind net loss improves in Q4 Feb. 26, 2019 8:29 AM ET|About: MannKind Corporation (MNKD)|By: Mamta Mayani, SA News Editor MannKind (MNKD) Q4 results: Revenues: $16M (+255.6%); Commercial product sales: $5.7M (+26.7%); Collaborations and services revenue: $10.3M. Net Loss: ($9.7M) (+70.4%); Loss Per Share: ($0.06) (+78.6%); Quick Assets: $71.2M (+62.2%).
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