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Post by esstan2001 on Mar 16, 2019 12:05:05 GMT -5
Thunder again🤣 $MNKD I hope the new Biz Development guy is working on more TS Deals. Lily should pay big UPFRONT bucks for Cialis TS. Call it “T-Bone”😃 "Stiffy-Puff"
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Post by esstan2001 on Mar 16, 2019 11:40:24 GMT -5
The MannKind ProBoards Hall of Fame: Sports! Peppy! Thank you each ten thousand times.... Onward! (Who's even close to next?) OMG- I had not noticed that sports is also over 10k- holy cow! We all owe her a debt of gratitude also for all she too brings to this board.
We salute you wonderful ladies!
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Post by esstan2001 on Mar 15, 2019 18:11:45 GMT -5
Congratulations, Peppy. 10,000 posts! perhaps I need to close down the show. The monkeys are clapping. 10k posts... peppy is a robot. Check the capcha. Really there should be some type of an award for her, all these years of service, we are all quite fond of our peppy. This board would not be the same without her.
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Post by esstan2001 on Mar 14, 2019 15:27:25 GMT -5
Give peppy a break ... she's only a Gurl ... Ha! Tell your son that electric cars normally has this huge battery that he will be sitting on. Have him check his gonads in a few years ... and maybe his "bowls" Last I knew of, the Tesla had an array of Samsung Li-Ion phone batteries (taking from cell phone industry helps with economies of scale). I'd be more worried of a battery explosion / fire under his butt if QC is sacrificed at the altar of cost cutting. All these years, we've been sitting right on top of the solution to our green transportation needs !
(and who knew :-) )
peppy I do not advise you to tell your son this is the way of the future... your call.
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Post by esstan2001 on Mar 14, 2019 15:18:11 GMT -5
I am a girl. I am not an auto racing fan. What ever MNKD wants to do. My son told me, he didn't understand the attitude he is seeing regarding gasoline cars. I told him, the reason electronic cars are being pushed is because of the zero carbon exhaust emissions. we do not talk about climate change in this country. It is raining in Minnesota. March 14. MN had the most amount of snow fall on record in Feb. I do understand there are a good number of people that enjoy auto racing. the crashes. Talk it up. Give peppy a break ... she's only a Gurl ... Ha! Tell your son that electric cars normally has this huge battery that he will be sitting on. Have him check his gonads in a few years ... and maybe his "bowls" Last I knew of, the Tesla had an array of Samsung Li-Ion phone batteries (taking from cell phone industry helps with economies of scale). I'd be more worried of a battery explosion / fire under his butt if QC is sacrificed at the altar of cost cutting.
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Post by esstan2001 on Mar 14, 2019 14:25:15 GMT -5
So, doesn't it seem that there is a general increase in 'buzz' about Afrezza across all forms of media? It looks to me like this is beginning to take on a life of it's own, like a snowball rolling down hill...
(In my head) I keep coming back to: 1) what other DRUG has any social media presence with users raving about it and,
2) what other drug has such a low incidence of FAERs reporting, giving a pretty clear indication of excellent safety?
The enumerated, along with sustained, well controlled patient blood glucose levels...
well, I think we just need to keep passing around the Kool-Aid long enough until this thing IS the blockbuster we know it will become.
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Post by esstan2001 on Mar 14, 2019 12:20:30 GMT -5
I am a girl. I am not an auto racing fan. What ever MNKD wants to do. My son told me, he didn't understand the attitude he is seeing regarding gasoline cars. I told him, the reason electronic cars are being pushed is because of the zero carbon exhaust emissions. we do not talk about climate change in this country. It is raining in Minnesota. March 14. MN had the most amount of snow fall on record in Feb. I do understand there are a good number of people that enjoy auto racing. the crashes. Talk it up. No one looks at this electric car 'solution' holistically.
I have forgotten a lot, but whether e-cars are better than zero-emissions ICE cars over a typical vehicle lifetime depends on a lot of factors, economies of production scale, bla bla bla and I have seen it reported both ways so it is yet to be clear whether this is really any panacea.
Certainly it is a benefit to urban areas with higher concentrations of vehicles.
Sure there may be some, but I don't think anytime soon we will be seeing e-cars, e--trucks, e-planes in keeping with the spirit of the green new deal.
Hydrogen fuel cells.
Just figure how not to blow up the refueling station when getting your H2.
:-)
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Post by esstan2001 on Mar 13, 2019 8:29:25 GMT -5
I don't see where you found that UTH wants to produce it's own Tre-T-
Maybe the case is they will just produce bulk trepostinil, ship to Danbury, where MNKD will then load it onto the technosphere molecules, package & ship... I will have to look up the announcement but that’s what I remember. MNKD would produce the product for clinical trials and early commercial volumes, then UTH would take over manufacturing their own supply. would make sense for UTH if this clearly is a blockbuster (and it may end up being so)
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Post by esstan2001 on Mar 13, 2019 7:59:15 GMT -5
With the cost involved in constructing our production facility, I can’t understand why UTH wants to produce it’s own commercial quanties of TreT. We are so underutilized, MNKD could sell product at cost and benefit both companies. The only thing I can think is the UTH is forecasting very high production volumes for TreT and other molecules. I don't see where you found that UTH wants to produce it's own Tre-T-
Maybe the case is they will just produce bulk trepostinil, ship to Danbury, where MNKD will then load it onto the technosphere molecules, package & ship...
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Post by esstan2001 on Mar 12, 2019 11:26:41 GMT -5
I don't understand how technosphere can help that much for a once a day medication. Speed of action wouldn't seem to matter that much. tadalafil Cialis, I still think it is funny./ For the tag line, instead of 'Jiffy Pop', it could be 'Stiffy Puff'.
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Post by esstan2001 on Mar 4, 2019 13:18:51 GMT -5
If scripts do start significantly rising, this will clarify the path towards "break even" and becoming a self sustaining company with great technology. The PPS is depressed right now because the financials are distressed and at this current rate of growth, the company will likely have to dilute again later in the year and the ongoing death spiral will continue. If break even becomes more of a reality, this will bring about increased attention from competitors, other pharma players, and analysts, and the PPS will rise. I think we do need to address what "significantly" is, since we've been cheering on a growth of 100 scripts for the past year. That's not going to even come close to cutting it. A 'material change' is one that as a result of the ad campaign, shows a clear path toward ultimate blockbuster status; while duration plays a part, (I think) it is more the rate of change and the statistical significance of that inflection that will get the attention of a competitor that feels threatened. T.E. mentioned 5% / 10k scripts- if Afrezza is still Mannkind's baby at that point, I also think that means they are holding this for the win. A pharma interested in acquiring this asset will act well before 10k is the run rate IMO, which is based partly on, 'how many legal drugs do you know that users rave about' + 'what other FDA tracked drugs have logged such low incidences of adverse event reporting'?
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Post by esstan2001 on Mar 4, 2019 12:09:50 GMT -5
Much has been discussed about scripts not yet rising and the need for different marketing ideas and more. Maybe it's time to speculate on the scenario that scripts do rise following the recent and on-going TV ad campaign. What happens next? The first obvious question would be rise by how much? Let's not get lost in speculating numbers but simply assume they show a significant improvement but not enough to inspire a short squeeze. IMO, this would send a strong validation message to the big three and others that Afrezza and TS are not only here to stay but should now be considered a threat to some established markets. Do one or two BPs make a play? Wouldn't they almost have to? Does a big money savvy investor consider a buy-in? Does a wanna be player in the diabetes arena propose a merger? Could a corporate raider make a move? Is there a realistic scenario where scripts rise significantly in the near term but there's little to no change in the pps this year? Just wondering what others are thinking while we wait for the forthcoming script results. Rising scripts are the best prescription for the stock $, and will increase the odds for all the scenarios you lay out. I would expect scripts, stock $ and odds of all your aforementioned outocmes to at least be loosely to moderately coupled.
Edit: Oh, and if scripts move materially, not only possible, but probable
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Post by esstan2001 on Feb 26, 2019 14:33:22 GMT -5
Wow!
I haven't seen a peppy 'weehaw' for years!
Can U say, 'inflection point' I say that what she said marks it.
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Post by esstan2001 on Feb 24, 2019 11:57:26 GMT -5
You’re right, there’s something very strange going on here, and when people email they get excuses. And there’s the missing pipeline so everything that has anything to do with online seems to be gone or nonexistent. Didn't Mike hire someone responsible for digital marketing efforts last June (Garrett Ingram I think)?
Is she doing her job, or next to go...
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Post by esstan2001 on Feb 21, 2019 17:53:53 GMT -5
Leerink initiates with a buy - $3pt I like the way the sniper's snippet reads
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