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Post by dreamboatcruise on Jan 31, 2018 15:03:21 GMT -5
Nice find. Good for recruiting, good for morale, possibly even positive for investor relations.
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Post by dreamboatcruise on Jan 31, 2018 14:45:31 GMT -5
I added 3 votes to your 6 votes (on 3 different browsers) Just delete cookies, and you can do it all over again. If shorts get wind of this, they might just give us a run for our money - so to speak - and cast votes for another candidate. Or use the "inprivate" or "incognito" feature of your browser to open up a new window. Any tab in that window doesn't have access to your existing cookies and any cookies deposited will be deleted when the tab is closed. Useful for things like logging into gmail on two different accounts at the same time. Or manipulating polls... but that's wrong
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Post by dreamboatcruise on Jan 31, 2018 14:05:02 GMT -5
I’ve always thought that’s why we made the 180 turn from the EpiPen to the hypertension because we have a potential partner. If that’s the case it may leak soon... From Mike's comments it does seem that some company expressed interest but wanting to see Phase 1 data first... or perhaps even made an offer but not very good without Phase 1 results.
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Post by dreamboatcruise on Jan 31, 2018 14:02:59 GMT -5
Just a thought....If any of you are worried about dilution then sell calls on your shares. You should quickly make up for the dilution by doing that again and again. But you would also lose any upside if we have a surprise announcement. I like this thought. Just read into it more. It seems like a smart play IF you think the company is going down over X amount of time, before going up again. Good advice. I think I've gotten myself over-worried concerning dilution; not recognizing that MNKD is yet to release the entirety of the additional shares they created in late 2017. I think they have only released around 10MM of them - is that right? I'm pretty sure I read that they are expending about $2MM per week. Could be wrong on that. If you consider that each year, Trx drops significantly between months of Dec and April; it's a semi-safe bet that as Trx picks up near latter 2/3 of 2018, so too should the share prices climb. Slow "day trading"; more like "year trading"; seems more appropriate w/ MNKD at least until they break through new contracts and we see those script counts bounce through the ceiling, or a massive dilution occurs via bringing a great percentage of those extra shares to market, at once.
In short, I think I'll play 'wait and see'; as far as how swiftly the remainder of new shares from 2017 are released, and how the companies GROSS revenue vs upcoming capital calls are trending, when that time comes. If company is struggling, I'll likely put a call on my shares, but if it is stabilizing/improving, I'll probably ride out the storm in expectation that they won't need to dilute any further, and the share price should begin slow trend right direction. My personal educated guess is that neither of these scenarios is likely. Unless share price really collapses I don't think MNKD would attempt to raise so much in one offering to generate that sort of one event massive dilution. However, I think likelihood of avoiding some future dilution is also slim.
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Post by dreamboatcruise on Jan 31, 2018 13:56:30 GMT -5
I actually voted 6 times (on different devices). I added 3 votes to your 6 votes (on 3 different browsers) Shhhhh! You're giving ammo for a recount call And this is the way the great Pharmie Award Scandal of 2018 started
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Post by dreamboatcruise on Jan 31, 2018 13:46:56 GMT -5
I wonder who Mike is going to wear on the red carpet.
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Post by dreamboatcruise on Jan 31, 2018 13:13:36 GMT -5
brentie... wonder which trial he was referring to in the second quote. It is really a shame there is apparently so much impressive data that was seemingly sidelined by the FDA. I do wonder with so many trials how they ended up with the cartridges that aren't really unit for unit comparable to RAA. Might that actually have been from differences in the dreamboat vs medtone?
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Post by dreamboatcruise on Jan 31, 2018 4:32:37 GMT -5
I see more males over 40 with pulmonary hypertension in the future. With great marketing I suppose. But Trep isn't going to make the old young
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Post by dreamboatcruise on Jan 31, 2018 4:17:26 GMT -5
Seems like the poster presentation I see just says two inhalations with one capsule for up to 150mcg... are you seeing something different? You really think needing to inhale twice is a big deal? If you need more than 12u of insulin with Afrezza you need to not only inhale twice, you need to reload... surely taking two breaths isn't a big deal. Do you know whether MNKD's formulation will do 150mcg in one breath/cartridge? It's 2 inhalations per capsule. 100mcg, 125mcg, and 150mcg all require 2 capsules. That is 4 inhalations and each one has a 10 second breath hold recommended with it using an inhaler that has already shown to not be comfortable per the AEs, and these people already have a hard enough time with their lungs so yeah I think it's a big deal. People that take Afrezza also have their lung function checked before and during using it so inhaling 2 times for 2 cartridges with a reusable inhaler than requires zero cleaning isn't exactly a treatment burden. You also run the risk of inhaling pieces of the capsule with these types of inhalers. It's better than what is currently available I'll give it that. Can it be better? Yeah, and that's where MannKind comes in. I think they will be able to do 150mcg in one cartridge. No idea for sure though In the grand scheme of things whether one inhales once or twice is probably not a big deal. The difference between RAA pk/pd and Afrezza is a big deal. Not saying there isn't any advantage to MNKDs potential Trep formulation, but I'm unconvinced by your argument.
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Post by dreamboatcruise on Jan 31, 2018 3:51:21 GMT -5
Done. I admire Mike's positivity, commitment and integrity. Sort of like he was dealt a poker hand with an Ace of Spades and is trying to draw the four remaining cards for a straight flush. Go MNKD! Feels like we are stuck in a limbo, but that there are a growing number of potential positive catalysts lurking... Yikes! You know the odds against that? Let's all wish him luck, though I think it's not that dire.
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Post by dreamboatcruise on Jan 31, 2018 3:49:04 GMT -5
What I see here is a crappy inhaler, too many inhalations per capsule, too many capsules (and inhalations) for doses 100mcg-150mcg, and nanotechnology. Seems like the poster presentation I see just says two inhalations with one capsule for up to 150mcg... are you seeing something different? You really think needing to inhale twice is a big deal? If you need more than 12u of insulin with Afrezza you need to not only inhale twice, you need to reload... surely taking two breaths isn't a big deal. Do you know whether MNKD's formulation will do 150mcg in one breath/cartridge?
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Post by dreamboatcruise on Jan 31, 2018 3:09:28 GMT -5
Basal insulin—"Well, that is medically incorrect." Great Quote. As I remember it the patch pump which Al envisioned was the next generation of the V-Go which would be similar to the Libre in size and care required. That ain't GrandMa's pump. Now for afrezza to squeeze basal insulin all we need is one company like Amazon to understand Diabetes is a huge expense and time is money and times is over for more studies which tell us afrezza mimics a healthy pancreas and is the only way to "stop the spike". What studies are in the hopper which will again tell us the same? STAT and OneDrop? Where did he say that? That could one day be proven correct. Just wondering when/where he actually said that. I've followed for a long time and don't remember that particular statement.
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Post by dreamboatcruise on Jan 31, 2018 3:05:54 GMT -5
Wow dbc surprises me again with a thought that I also had. Okay ... that makes 2 ! Watch yourself, the schoolyard bullies might turn on you if you say anything perceived as less than derogatory
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Post by dreamboatcruise on Jan 31, 2018 2:58:12 GMT -5
I am intrigued by how much their PRINT technology might cut into TS pipeline. Can they control particle size as well or better than TS?
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Post by dreamboatcruise on Jan 31, 2018 2:38:56 GMT -5
I was under the impression the Mann Group 80 million is due in 2020, not 2021. In the presentation Monday Mike did seem to indicate the Mann Group is receptive to flexibility with renegotiation. I would assume that is true. Not only is there reason to believe they might have some loyalty to Al's namesake legacy, but given the relative size of their loan to MNKD vs their assets it may be the situation of the old cliche that if you owe the bank one hundred dollars it's your problem but if you owe them ten million it's their problem. Doesn't mean there won't be some added pain to shareholders, but I wouldn't view that as a possible near death event. Additionally, with luck we will be profitable by then and market cap will have recovered enough that the issue will not seem dire.
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