|
Post by otherottawaguy on Oct 28, 2014 11:11:16 GMT -5
Too bad they probably made 10 time the fine(guess) in profits.
|
|
|
Post by otherottawaguy on Oct 28, 2014 8:45:02 GMT -5
Sanofi Q3 presentation Afrezza mention
Global Licensing Agreement with Mannkind for Afrezza® in Q3 2014 Expands Diabetes Portfolio
-Afrezza® has the potential to address resistance to insulin initiation and insulin intensification, a major problem in the suboptimal treatment of diabetes -PK profile of Afrezza®, a rapid-acting inhaled insulin, can simulate the natural prandial insulin response -Inhaler is an innovative, unique and patient friendly device that helps patients overcome many of the barriers to insulin treatment -Launch of Afrezza® in the U.S. is expected in Q1 2015
Afrezza got a mention in the Q&A as well.
OOG
|
|
|
Post by otherottawaguy on Oct 28, 2014 8:41:51 GMT -5
I see Sanofi is taking close to a 10% haircut here at the open.
|
|
|
Post by otherottawaguy on Oct 23, 2014 10:16:24 GMT -5
OOG, do you ever go long enough without coffee to have a coffee withdrawal headache? First time I had one was in Whistler back around 2001. Had a Timmies (Canadian reference) at the airport leaving Ottawa, so was good for 24 hrs, but woke up 2 days into ski week and thought maybe I dehydrated. Headache almost disappear immediately when the coffee touched my lip that morning, felt the whole body restart to relax immediately. Been a confirmed addict since.
OOG
|
|
|
Post by otherottawaguy on Oct 23, 2014 9:16:09 GMT -5
Here's hoping that some of the 150M milestone is going to be used to add production lines, but I have been saying this since the last Deerfield tranche of 40M being equivalent of at least 4 additional lines.
I have asked Matt twice about this via email with no response about expanded production, but have since read on one of the boards that he responded to another's question on the subject that this would give away Sanofi's potential marketing numbers and that it would need to remain as undisclosed.
OOG
|
|
|
Post by otherottawaguy on Oct 23, 2014 9:11:30 GMT -5
My name is OOG, and I have a problem. I am a coffee addict now for 20 years and have no intention of drying out...
OOG
|
|
|
Post by otherottawaguy on Oct 21, 2014 16:59:46 GMT -5
I would leave it alone. They can't say and won't say. Let it play out until November 20th. Toujeo® and Afrezza®en.sanofi.com/investors/events/corporate/2014/2014-11-20_IR_Seminar_NMD.aspx I just asked them for comment/interpretation on what are now public filings. If they can't say anything, then there might be more than the licencing of the product trade marks.
I am interested to at least get a "Can't tell you anything more" response at a min, possible more.
OOG
|
|
|
Post by otherottawaguy on Oct 21, 2014 15:26:39 GMT -5
Can we paste the article, and negate this bozo's penny a click?
OOG
|
|
|
Post by otherottawaguy on Oct 21, 2014 15:21:47 GMT -5
Just left a message with both Matt and Roberta's voicemails at 1619h EST 21 Oct 2014. Asked for further clarification of the assignment of trademarks to Sanofi. Will see if I get a response via phone or email. Will report back if I do.
Felt as if I was talking to someone famous...
OOG
|
|
|
Post by otherottawaguy on Oct 21, 2014 14:18:39 GMT -5
Is this just the licencing of the trademarks to Sanofi as per the agreement, or are assets being shifted to their "New" legal owner?
OOG
|
|
|
Post by otherottawaguy on Oct 15, 2014 9:02:19 GMT -5
Wondering if this is the beginning of that rise on analyst estimation/reiteration of guidance?
OOG
|
|
|
Post by otherottawaguy on Oct 15, 2014 8:19:27 GMT -5
Guilty as charged. Added about 10% to the MNKD holdings.
|
|
|
Post by otherottawaguy on Oct 10, 2014 16:12:10 GMT -5
"A toast... to our wives and lovers. May the two never meet!" - Russell Crowe, Masters and Commanders The Toasts of the Royal Navy are a set of traditional drinking toasts. Day - Toast Sunday "Absent Friends" Monday "Our Ships at Sea" Tuesday "Our Men" Wednesday "Ourselves" (as no one else is likely to be concerned for us!) Thursday "A Bloody War or a Sickly Season" (and a quick promotion!) Friday "A Willing Foe and Sea-Room" Saturday "Wives and Sweethearts" (may they never meet)
|
|
|
Post by otherottawaguy on Oct 10, 2014 9:40:39 GMT -5
WOW. Actually got my stink bid at 4.78 and I thought that I was being cocky there. Really didn't think that it had legs to run to 4.68.
Do you think we sub 4.50, maybe even sub $4?
OOG
|
|
|
Post by otherottawaguy on Oct 9, 2014 15:14:05 GMT -5
Well folks that 50k bid block got taken out by a 500k hammer. A block then appeared on the ask side almost right after that looked to be trying to cap it below $5.00
Tomorrow is going to be interesting for anyone with dry powder left. Got my stink bid in for 4.80 as these guys seem to be able to roll it back by 20-30 points a day. Will blow the rest of the wad in the sub 4.50 range if we ever see that (hoping we do (short term), hoping we don't (long term)).
Will continue to play the volatility using 77RSI on the one day chart as the point to look at selling and the 22RSI for the re-entry point. Sell 100, buy back 101-102 seems to have been good to me this week.
Targets of opportunity to your front, on your own time, go on,
OOG
|
|