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Post by esstan2001 on Feb 24, 2015 16:30:09 GMT -5
When loaning out shares: one important point to remember....
You do not get to vote your shares when they are lent out-
recall them a few days before proxy date of record otherwise Wells, BoA, or some short 'bastardo' may get his say...
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Post by esstan2001 on Feb 23, 2015 12:19:17 GMT -5
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Post by esstan2001 on Feb 23, 2015 12:15:36 GMT -5
this is an interesting find... looks like part of the plan to gather data toward improving the label / generating better marketing claims
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Post by esstan2001 on Feb 20, 2015 9:29:41 GMT -5
So pathetic how the twisted title was derived from the content.
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Post by esstan2001 on Feb 10, 2015 9:05:54 GMT -5
However I also agree that this news can be discounted due to the time to trial and difficulty in successfully passing a peptide thru the digestive tract, and delivering a controlled dose of whatever.
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Post by esstan2001 on Feb 10, 2015 9:03:17 GMT -5
I would not put EMIS in the same bag with Oramed- they had some reasonable technology (enteric coatings for peptides so they could pass thru the gut undigested), including a 'better' FDA approved B-12 shot, but could not market or capitalize on most of their technology beyond development partnership payments... Unigene, with an FDA approved calcitonin spray (ad lousy partnership with Upsher-Smith), working on their (seemingly better) oral calcitonin, and other enteric coated peptides, went into the drink (Ch. 11) as this is a difficult market to get good and consistent bio-availability. Eventually, but not quite yet.
Oh, and I managed to act like the 'Captain' of the Unigene ship (after my ship 'came in' so to speak, I continued to ride with it to the bottom of the ocean :-)
ORMD is just a deceptive, dirty, pile of BS- bunch of shills, like Generex is with Ora-lyn or Hemisherix with Ampligen IMO.
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Demand
Feb 2, 2015 19:53:50 GMT -5
Post by esstan2001 on Feb 2, 2015 19:53:50 GMT -5
I was a long time reeeeder once, and I liked this post !!!!
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Post by esstan2001 on Jan 28, 2015 9:40:26 GMT -5
That would be nice!
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Post by esstan2001 on Jan 27, 2015 20:23:18 GMT -5
I'll attend. It will be great to meet all of you.
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Post by esstan2001 on Nov 20, 2014 13:27:36 GMT -5
1x was in regard to how many times Mannkind was mentioned
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Post by esstan2001 on Nov 20, 2014 13:25:36 GMT -5
I recall 1 time when hte presenter was introducing the innovative inhaler (regarding Afrezza I heard innovative about 10X !!)
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Post by esstan2001 on Nov 20, 2014 12:56:29 GMT -5
Just wish they emphasized the rapid PK profile, and tied that to reduced hypo events, even casually as a belief or a theory as this is not on the label.
Conservative, lacking in any projections, timing, but I think that was expected by all. Almost too much emphasis on inhaled (he was very exited about the device), and going after the unmet early prandial use, no mention of first line use before basal (suppose this is understandable considering what lantus and Toujeo are). And as stated before, maybe sandbagging, by design... Net, I think little price impact. looks like shorts tried to have some impact right around the end of the presentation. Not so much.
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Post by esstan2001 on Nov 20, 2014 11:13:48 GMT -5
yeah I missed including the first section.
At least we are well ahead of Lixilan
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Post by esstan2001 on Nov 20, 2014 10:53:06 GMT -5
11 slides Toujeo
8 slides Afrezza
3 slides LixiLan
Not bad. We carry some weight
(ok, I can stand to loose a little but I am not saying anyone is fat :-) )
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Post by esstan2001 on Nov 5, 2014 15:09:20 GMT -5
If that is annualized, and mnkd nets 22% of that to he bottom line (~ 1.5B) at 400M shares outstanding and a P/E of around 30... ==> $100+ / share.
Wonder what timeframe they expect his to occur in... fast growth would bump P/E; curious to discount this to today's value.
Analysts are really all over the map.
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