|
Post by mnholdem on Sept 6, 2019 21:04:32 GMT -5
|
|
|
Post by mnholdem on Sept 6, 2019 20:51:57 GMT -5
I think Sports knows many things because of her proficient social networking skills. How does that somehow make her part of a conspiracy? It seems to me that you may be connecting dots that aren’t there.
|
|
|
Post by mnholdem on Sept 6, 2019 20:46:37 GMT -5
I am imagining some announcements before the bell on Monday: - a deal on a migraine med, either EpiHale or a CGRP-Technosphere (get it, CG, ha) - UTHR announces enrolling for the BREEZE trial (TreT) - UTHR announces decision on "undisclosed molecule", either way is good - Brazil order ship date Hey, a guy can dream. It would really give MC something to talk about at his presentation at noon Monday at the Wainwright Conference. Bartender...cut him off!
|
|
|
Post by mnholdem on Sept 6, 2019 20:45:05 GMT -5
The same thing that happened in the UAE and now is happening in - India - Australia - and eventually will happen in Canada & Mexico if we don't get legitimate partners. Similar to being adrift with no land in sight?
|
|
|
Post by mnholdem on Sept 6, 2019 9:50:18 GMT -5
It could be that VDex may have given them the idea, especially after Bill stated that there had been international parties interested in having VDex demonstrate their clinical model. MannKind may not have the same restrictions in some countries that they have in the United States but I agree with Sports' assessment that we should not read too much into this move by management.
|
|
|
Post by mnholdem on Sept 5, 2019 7:54:31 GMT -5
|
|
|
Post by mnholdem on Sept 4, 2019 16:11:39 GMT -5
MannKind did release an improved particle, after FDA approval, which is
1. Cheaper to manufacture; 2. Allows more API to bond with the particle, which could result in 3. Larger doses (18-24 units) using the existing cartridge.
The Chinese appear to have evaluated both production methods.
|
|
|
Post by mnholdem on Sept 4, 2019 10:38:34 GMT -5
This appears to extensive testing of MannKind’s Technosphere by the Chinese rather than production or patent violation. The report may bode well for introducing Afrezza to the Chinese market.
|
|
|
Post by mnholdem on Sept 4, 2019 10:34:07 GMT -5
Please note that the sections have the descriptions of the International codes. MannKind may not be involved in most of these activities and there is nothing specific that indicates what they are planning.
|
|
|
Post by mnholdem on Aug 30, 2019 14:38:52 GMT -5
He’s got the financing so the CEO had better put out some dates for Phase 1 trials if he wants any reaction from investors.
|
|
|
Post by mnholdem on Aug 30, 2019 8:13:39 GMT -5
|
|
|
Post by mnholdem on Aug 30, 2019 6:06:05 GMT -5
I would approach GSK with a proposal to develop Imitrex(TS). They are in the same situation with their migraine drug as United Therapeutics is with PAH. With competition from generics and patent life issues, a rapid-acting inhaled TS-Sumatriptan would breathe new life into their portfolio.
|
|
|
Post by mnholdem on Aug 28, 2019 17:05:09 GMT -5
This may have been a test run. I’m pretty confident that we can expect a massive bear raid within the next 5 weeks.
|
|
|
Post by mnholdem on Aug 28, 2019 17:03:04 GMT -5
That would mean a helluva lot of net profit if Afrezza were selling in the US. Of course, management will take full advantage of hyping the improved margin to gloss over lackluster sales.
|
|
|
Post by mnholdem on Aug 27, 2019 18:55:05 GMT -5
I think we were discussing pain management...
|
|