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Post by orlon on Dec 29, 2015 12:30:48 GMT -5
If you want to hear and get an idea of DeSisto's speaking style, click this link to "Medtech legends and leaders on the state of medical device innovation" and select the first podcast. Duane is the first speaker, talking about the advantages Insulet had over a giant like Medtronics.
Link: www.massdevice.com/podcast-medtech-legends-and-leaders-state-medical-device-innovation/
I love how he says, "If Medtronics still only had 75 people, we'd kick their ass..."
After you’ve listened to Duane talk about the startup of Insulet, go to the 14.14 minute mark into the podcast : Moderator: “Duane, how far away are we from a true cutting edge artificial pancreas?”
Duane: “Umm, I don’t think anyone in this room will live long enough to see it… CGM sensing is not accurate enough to deliver insulin by itself.” “If you’re really going to do this you’re going to need insulin that, basically, reacts more like your body, so it goes in almost instantaneously and has a very low tail. And if all that gets resolved, here’s the question. How does it know that you’re eating a pound of pasta because you’re going to run the Boston Marathon? It doesn’t! So it’s going to basically load you up with insulin and, by mile two, you’re going to look like me running… ”
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This podcast, in my opinion, will help you understand why Duane DeSisto was hired.
Just listened to the podcast. I have a good feeling about this guy. I suspect we are about to see a big turnaround in MNKD the likes that will have Kliff and Fuernstein POUNDING SAND and sniffing grass for a long time.
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Post by orlon on Dec 9, 2015 14:00:30 GMT -5
You have to be kidding. What response are you expecting the company to put out? Are they going to publish a paper on their strategic plan? Are they going to tell us which companies they are negotiating with for TS? Of course not. They are not going to say anything because they should not do so. You will know what is happening when there is a material development to announce. That may be months before it happens next. No disrespect intended James, but this is the same crap optimists have been posting for at least a year, 'wait and see,' 'in six months,', 'secret meetings in Vegas,' 'the company doesn't want the competition to know.' The new line...SNY is planning this...SNY won't terminate a he agreement because of...wait until 2016, then 2017. The reality is bad management, poor partnership, great product.
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Post by orlon on Dec 4, 2015 14:14:15 GMT -5
lol.. Martin is a seasoned WS Crook/smart...You have to be one to raise $$$ and increase market cap.. There's a lot that MNKD management team need to learn how to raise $$$ approximately $8.2 million in exchange for the issuance to investors of 280,170 shares of common stock of the Companyfor a company that was closing its door... finance.yahoo.com/news/kalobios-pharmaceuticals-inc-raises-8-221600275.htmlSo here we have a guy who declares himself a "true capitalists" who takes a company trading for less than a buck, no product and a failed Phase two trial, worth 10-15 million, and watches the stock takeoff to $45.00 +-, with still no product. Then there's MNKD, persevered through the FDA trials and finally got approval for a life changing drug, and according to early adopters AFREZZA is great. And here we are, less than $2.00/shr today. Dollars and cents wise, the true capitalist wins, while many of us are either are treading water or under water, are getting screwed.
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Post by orlon on Nov 16, 2015 11:13:59 GMT -5
A new lawsuit against Sanofi was filed today for stalling the development of an MS drug by Genzyme, failing to keep their promise to promote the drug after approval by the FDA...a second attempt, the first submission hindered by SNY....and pushing their own MS drug instead of the better one developed by Genzyme. Genzyme's treatment by Sanofi is remarkably similar to Mannkind's. The story about the lawsuit was on Reuters this morning.
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Post by orlon on Nov 11, 2015 14:20:57 GMT -5
I believe MNKD will issue a press release. Eom. I would'nt hold your breath on the company issuing a press release. They have a history of not issuing press releases on anything of substance.
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Post by orlon on Nov 9, 2015 14:42:41 GMT -5
Al Mann has more to lose than anyone else. Al can do the following and save his investment: purchase common; purchase preferred; increase the amount of Mann Group. To imply that an additionally $100 million is too much to save his $billion investment is ludicrous. There is little doubt about Al Mann's achievements in the medical field, especially in the area of diabetes. He has spent over a billion dollars and ten years to bring AFREZZA to reality. However, Al is 90 years old. To believe he can pull a rabbit out of hat or save Mannkind by himself amounts to hero worship. Sound management is needed at this point...a solid management team to move the company forward. I personally do not see the current management team capable of doing this. Time for change.
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Post by orlon on Nov 4, 2015 16:12:45 GMT -5
I wonder what the probability of MNKD surviving as a publicly traded company, given the its long time backer RBC now ranks the company as underperform with a price tar get of $1.00 down from outperform at $9.00, some of its retail investors sabotaging the company by lending their shares to shorts, a partner that apparently is doing little other than set up trials with other drugs and has a secret plan that know else knows about, poor sales data, and a management team that appears to be acting not in the best interest of the stockholders, or their own product for that matter..regardless of what Matt said during the last CC. I looked back and saw that I bought a thousand shares almost ten years ago for just over $2.50/shr...not a lot of progress. My guess is the company gets delisted and put on the pinks by the end of the first quarter of. 2016...just my opinion based on past history. I am curious how many times in the past MNKD has been delisted that you can infer a future for it based on induction? As for the timing of it, I would make my own guess based on the fact that a company has to be out of compliance with listing requirements for NASDAQ for 30 days and then has 90 days to remedy the situation, and then an lengthy appeals process before being delisted that there is a 0% chance that your guess is correct. As for your other claims - in the short term, none of those things you listed would change the financial outlook of MNKD in the next 90 days. In the long term, I don't know of a single company that has survived as a publicly traded company longer than 44 years on the NASDAQ (February of 1971 was when the NASDAQ was founded), so I would say the probability of long term survival of MNKD is 0% Of course, no one I know gets out of life alive either, but maybe someone will prove me wrong. My statement and opinion is nothing to get you knickers in a twist about...but thanks for the valuable insight.
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Post by orlon on Nov 4, 2015 16:08:55 GMT -5
I guess 7 years is "almost 10 years" It's within the margin of error of 5 years plus or minus.
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Post by orlon on Nov 4, 2015 16:07:15 GMT -5
I wonder what the probability of MNKD surviving as a publicly traded company, given the its long time backer RBC now ranks the company as underperform with a price tar get of $1.00 down from outperform at $9.00, some of its retail investors sabotaging the company by lending their shares to shorts, a partner that apparently is doing little other than set up trials with other drugs and has a secret plan that know else knows about, poor sales data, and a management team that appears to be acting not in the best interest of the stockholders, or their own product for that matter..regardless of what Matt said during the last CC. I looked back and saw that I bought a thousand shares almost ten years ago for just over $2.50/shr...not a lot of progress. My guess is the company gets delisted and put on the pinks by the end of the first quarter of. 2016...just my opinion based on past history. Unfortunately your "opinion" carries slightly lower credence than Adnan as my bid continues to sit from the opening bell....but thanks for chiming in lol Hey, it was just an opinion...and seems to have generated a little discussion. BTW: Who is Adnan?
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Post by orlon on Nov 4, 2015 15:57:38 GMT -5
Seven years ago it was $2.57.
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Post by orlon on Nov 4, 2015 14:55:41 GMT -5
I wonder what the probability of MNKD surviving as a publicly traded company, given the its long time backer RBC now ranks the company as underperform with a price tar get of $1.00 down from outperform at $9.00, some of its retail investors sabotaging the company by lending their shares to shorts, a partner that apparently is doing little other than set up trials with other drugs and has a secret plan that know else knows about, poor sales data, and a management team that appears to be acting not in the best interest of the stockholders, or their own product for that matter..regardless of what Matt said during the last CC.
I looked back and saw that I bought a thousand shares almost ten years ago for just over $2.50/shr...not a lot of progress. My guess is the company gets delisted and put on the pinks by the end of the first quarter of. 2016...just my opinion based on past history.
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Post by orlon on Nov 3, 2015 11:31:18 GMT -5
And of course there are all of the super-secret plans of Sanofi that no one knows about. Everyone involved with MNKD cannot possibly keep super secret, the competition can never find out, if I tell you I'd have kill you, wait till next year, secrets.
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Post by orlon on Nov 3, 2015 11:09:27 GMT -5
She's been with the company for over two years. What are her accomplishments in that two year period? Is Mannkind better off with her presence? If I wanted to look at bios of those working for MNKD, I would look in the directory. Postings such as this with its innuendos is nonsense in my opinion.
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Post by orlon on Nov 2, 2015 10:30:23 GMT -5
Maybe Hakan will discuss Sanofi's Phase III results of lexilan for type 2 diabetics, and why and how he, as CEO, is letting Sanofi screw over his company.
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Post by orlon on Oct 29, 2015 12:11:04 GMT -5
Maybe Mannkind should be the one looking for a new partner. The current one doesn't seem to be doing such a great job in marketing, or anything else that is substantial for that matter. Teva Pharma comes to mind.
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