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Post by kc on Jan 8, 2018 16:17:00 GMT -5
There are the public presentations (usually announced weeks ahead) but at JP Morgan conferences there are many more presentation meetings that are by invitation-only. These meetings bring companies together with other financial, pharmaceutical and international interests. They are not pre-announced, so you'd likely be making a mistake to assume that Mike and Steve (with Locust Walk) are just wandering around the place. You made my Ah-ha moment point.
Thank you!
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Post by kc on Jan 8, 2018 14:27:59 GMT -5
Just wondering what is going on this week at JPM 2018. Even with MannKind not presenting it was rumored that Mike would be there meeting and greeting others who might be helpful for the long term benefit of MannKind. Is he following the Locust Walk Playbook on meeting interesting and helpful new friends?
Any speculation might be fun as this is only day one of a four day event. Is he dining alone tonight or with new friends.
The Locust Walk playbook for JPM 2018
Bring on your wildest speculation for the who he might be meeting with and what they are discussing.
Maybe Mike is spotted in a restaurant by Adam Feuerstein and David Kliff and Mike Castagna is toasting something special?
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Post by kc on Jan 8, 2018 14:17:19 GMT -5
Absolutely ridiculous and unnecessary fear mongering. Patent expiration is the least of our worries. So what should we be worried about? Dinner tonight at #JPM2018.... Who is Locust walk and Mike meeting and what are they discussing at dinner.
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Post by kc on Jan 7, 2018 23:51:57 GMT -5
Hillard just posted this link on Twitter. It’s from the NIH but I am not sure that it has any connection to MannKind.
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Post by kc on Jan 7, 2018 23:48:52 GMT -5
It would be even better if Mike would send him a congratulatory message about his parents on the LA new show. With some follow up info on Afrezza. We need a paid celebrity of some kind for marketing Afrezza.
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Post by kc on Jan 6, 2018 9:37:09 GMT -5
I believe it’s an issue of publication integrity with the ADA. That in order to be published in the journal’s that are tied to the convention you have to withhold your information for that convention publication. Deals with the intellectual properties of the publications tied to the ADA.
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Post by kc on Jan 6, 2018 0:02:46 GMT -5
I just want to know why she did not include Afrezza? Seems like a big miss on her part. Write to her and ask her if she even knows about it.
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Post by kc on Jan 5, 2018 23:58:55 GMT -5
Mannkind stepped into quicksand with the Sanofi deal who suddenly fired their CEO. Mike C will make the right deal this time around from a position of strength with the STAT study results, rising scripts and growth versus entering into other bad partnerships the past two years with obstacles such as titration and insurance that have now improved. I expect Mike to announce new domestic and global partnerships this year but this time with Mannkind retaining primary control. Correct they will find an international partner, who Will buy a 15% to 20% interest in the company. The cash from this buy in will insure that the company has the capital to make Afrezza successful in the US market. MannKind needed the new shares to sell the international partner.
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Post by kc on Jan 5, 2018 23:52:15 GMT -5
Frankly, I think Castagna has been working on a way around the lack of coverage issue with a novel subscription-based business plan he has mentioned working more than once. Such a plan would involve partners outside the usual pharmaceutical companies. I suspect that he has one big surprise in store for MNKD shareholders. I like the way you think. Let me throw this out at you. Maybe Mike is looking for the ultimate homerun. Think about this tie-up. CVS is buying Aetna, strange deal? The healthcare pharmacy/PBM buying an Insurance company. Now Think about all the Quick care centers within pharmacies like CVS,Walgreens, Rite Aid stores. Bring cheaper insulin to the masses, having diabetes centers like VDEX concept within the Pharmacy store. Far-fetched? Perhaps today, but in the future when everybody is truly looking at how to make insulin more affordable to the public. A company like MannKind Could revolutionize diabetes treatment. Making it accessible for reasonable pricing to folks who can’t afford the coverage. (Don’t shoot the dreamer. It’s Friday evening and I have not been drinking.)
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Post by kc on Jan 4, 2018 10:21:55 GMT -5
475
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Post by kc on Jan 4, 2018 10:21:04 GMT -5
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Post by kc on Jan 3, 2018 23:44:36 GMT -5
I wonder what the difference is between their product and MannKind’s Trepostinil Technosphere. It looks like both use a powder formulation. Interesting find. Looks like they are working with GSK goo.gl/images/Tm3HjY
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Post by kc on Jan 3, 2018 23:21:41 GMT -5
I have a feeling as more states legalize it,the federal government will figure it’s a good way to raise tax money. Not too much difference from taxing cigarettes or booze.
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Post by kc on Jan 3, 2018 23:12:22 GMT -5
Oh merde! Nous sommes des idiots! Merci beaucoup, Monsieur Brandicourt... Brandicourt.........
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Post by kc on Jan 3, 2018 10:11:55 GMT -5
Very interesting. This will spur the chatter on ST this week.
the address is a USPS PO Box---- there is a Post Office at 3211 McGraw Street.
Greg Wesner according to LinkedIn is an attorney at Lane Powell.... Has Mike C. as a connection
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