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  • MannKind Corporation: Back To The Fundamentals [View article]
    "Sanofi did see the obvious red flags"

    Having had a direct hand in negotiating substantial inter-corporate agreements, I can tell you that if there were red flags detected by SNY - they would not have entered into a binding agreement. Any red flags that couldn't be eliminated or debunked, sensed by any parties on their side would have shut it down. Period.

    That's how it works. Everybody with skin in the game nods up/down or not. Red flags get scrutinized & driven to ground or discounted. There's no 27-1 high drama approval process. It's all in, or it's no go.

    A red flag is a showstopper. It's not a caution, be careful or "gosh this could happen" missive.

    If you found one, that they missed, you need to forward your analysis & resume' to http://bit.ly/1ppVSY6
    Aug 23, 2014. 10:21 AM | 4 Likes Like |Link to Comment
  • MannKind Corporation: Back To The Fundamentals [View article]
    Nice contribution George - as always. From reading the message stream, the short thesis seems to have moved on from plausible disaster scenarios to now beating up on thoughtful contributors & picking on Al Mann's age. Pathetic.

    Bemusedly watching, as short bullies with nothing left to "Karp" about, get sliced.

    Still owe you dinner.

    Disclosures: Long MNKD, 20K shares, averaged in @$5.15 - uninsured. Will of course not turn away any business from karping shorts at their world renowned, $1/share price.
    Aug 23, 2014. 09:56 AM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    Thanks Robert. Have given below advice to more than a few panicky VP's - in the midst of apparent crises:

    "If everybody keeps their head, then everybody gets to keep their head."

    :-)
    Aug 19, 2014. 12:02 AM | 1 Like Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    "we do not know what bilateral arrangements have been made"

    This seems to be at the crux. Clarity from SNY & MNKD leadership, what can be gleaned from actual ink on paper from the agreement and/or regulatory filings is required to take anything new away.

    Thank you Jeff, George, PA & Robert for every bit of your hard work, thoughtful analysis & due diligence on a great security to own.

    Have a great weekend.
    Aug 15, 2014. 10:40 AM | 1 Like Like |Link to Comment
  • MannKind: Are These Top Big Pharma Companies Potential Partners? [View article]
    What was his GPA?
    Aug 14, 2014. 11:26 AM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    He has to say that - saying otherwise would be corporate sedition. Try something other than - "Honey, you look great in no matter what you wear!" the next time you get asked, and see what I mean. :-)

    The facts of what sells & is demanded will set the pace for penetration into the whole population of DM sufferers. If someone has insight into specifics of why/how SNY would sandbag this, many would be intrigued to hear about it.

    Fact is if somebody else had partnered - SNY would be concerned about somebody else cannibalizing sales of current SNY DM drug offerings.

    Would be instructive to hear about noise from other potential partners, who missed the boat, with respect to any FUD generated about Afrezza or this partnership.

    If they are squawking - that's a tell.
    Aug 14, 2014. 11:03 AM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    How would you adjust it? Demand will set the bar for what sells. SNY & MNKD will make & sell what docs & patients clamor for. A message from one part of SNY to another - e.g. we won't eat into your sales - is just that.

    SNY can try to steer it - but history is replete with companies that got converted to roadkill whilst fine tuning their latest & greatest buggy whip.

    This is an approved drug, protocol & technology that will attract the interest, attention and $ of the most vested parties - patients.
    Aug 14, 2014. 10:55 AM | 1 Like Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    PA - what he said....

    Seriously, MNKD getting this past approvals for the first time seems to pave the way for other protocols.

    Not to dismiss the hurdles - but the first assault has been accomplished. Future one's should be less fraught with peril.
    Aug 14, 2014. 10:29 AM | 1 Like Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    Legally, by the maker - who knows - I don't. Don't think it much matters.

    Vicariously - via social networks where people sing the praises of not having to poke themselves 3-4 times a day, 20 minutes before they _plan_ to eat, time their meals with a scorecard, etc? Free, and largely unregulated. Orgs can use PAC money to say _anything_ - likewise you or I can via Facebook, SA or Twitter accounts.

    Those forums will also be a place for those with awful (Mann bites dog ;-) experiences. But on balance - these information marketplaces - and not adspace will determine fates.

    Social networks are changing the way people look at advertising - and "get their facts". Ads are viewed more suspiciously, more skeptically & seen as coming from spam mills or shills.

    Just $0.02
    Aug 13, 2014. 01:53 PM | 1 Like Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    Got it. Thanks. Understand the difficulty & intricacies at play.

    That said, with innovator's & engineer's hearts at their core - MNKD/SNY have a shot at making alterations to make something plausible in a reasonable time frame.

    This would be so valuable - wholehearted attempts at it cannot be discounted.

    (N.B. as holder of a dozen HW & SW tech patents, I have a sense for what can & will get yielded from the crucible of innovation. :-)
    Aug 13, 2014. 01:33 PM | 1 Like Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    Great dining offer -- let me up it. I'll eat my bicycle helmet. Need a new one anyway.
    Aug 13, 2014. 11:07 AM | Likes Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    GR - don't take the bait from the trolls. :-)
    Aug 13, 2014. 11:05 AM | 2 Likes Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    SNY's DM drug franchise is existential to that company.

    An inhaled version of Lantus could extend it protection--the ole' extended release version gimmick. Moreover, if SOL (Son-of-Lantus :-) goes inhalable--the gloves are off for decades.

    It would give SNY an Apple like franchise lock on easy to dispense, painless to deliver, long acting insulin. And it would make MNKD a royalty collecting machine to fund their own other enterprise ambitions.

    Game changer...

    SNY's gotta be thinking about & acting on a road map for putting some of those $B's of current revenue towards something akin to this.

    Warms my heart to think of how many stakes will get driven thru the heart of short vampires.
    Aug 13, 2014. 10:56 AM | 2 Likes Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    Bwah-ha-ha-ha-ha... remembering the lightning round on CrossFire.
    Aug 13, 2014. 10:42 AM | Likes Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    We can hope!
    Aug 13, 2014. 10:15 AM | 1 Like Like |Link to Comment
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