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Stevia First Corporation Message Board

dennis_fox57 3 posts  |  Last Activity: Apr 1, 2014 2:26 AM Member since: Aug 6, 2006
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  • Reply to

    Technology questions

    by alfredamus Mar 31, 2014 2:50 PM
    dennis_fox57 dennis_fox57 Apr 1, 2014 2:26 AM Flag

    Here is investor relations response to my questions, I will post the response to my comcerns about RS in another post. I think the answers below are good and I give the IR guy a point or two for getting back to me quickly.

    1) One way we measure is by looking at in vivo fluorescence as generated by DNA encoded for a fluorescence protein.

    Increased expression does not translate proportionally to increased T cell responses.

    2)
    T cell responses vary based on the disease, antigen, species, and even among people for reasons that are yet fully defined.

    10-40 fold increase is in rhesus monkeys for HIV vaccines.
    7-fold increase is in humans.
    18-fold increase is from our HTERT therapeutic vaccine in rhesus macaques compared to another firm's hTERT therapeutic vaccine in rhesus macaques.

    They are not apples and apples comparisons.

    Antigen-specific CD8+ T cells are difficult to generate and see in humans, but we have been able to use sophisticated tools to measure and report best-in-class T cells.

  • I have read several posts and exchanged several opinions and ideas and thought long and hard on the this topic. After reading hours upon hours of material about inhaled insulin, MNKD / afrezza, PFE & NKTR / exubera, so far the best explanation was given by Dereklindker. Below is his reply to one of my posts on Mar 20th. This post does make sense when you consider no contingent offer has been made to date after several yeas likely due to BP being over cautious due to PFE having been burned so bad on exubera and the fact no one partnered with NKTR either after they were given full rights to exubera, perhaps BP is waiting to see how Afrezza does in market before committing hundreds of millions. Could MNKD be anticipating such a scenario and lining up funding to launch afreeza themselves ?

    "I agree. Of course, I believe that no major pharma will touch Afrezza for at least another 18 months. In the meantime, MNKD will need to use the services of a large distributor like AmerisourceBergen.

    Launch under this scenario would require another 100M of dilution.

    Yet here I am, long (but hedged)."

  • dennis_fox57 dennis_fox57 Mar 22, 2014 2:02 PM Flag

    ni44....I understand the need for mnkd to have cash reserves, it is the timing and way in which the forward cash reserves were divulged is what has cast concerns in my view point.
    If I recall correctly a few months ago in a webcast conference M Pfeffer in reference to what mnkd expected from a potential parntership deal was they were expecting a smaller upfront payment up to $500 mil. Even if it were $300 mil and they had a pending deal to be announced upon approval mnkd would not have needed to go to trouble and expense to raise more capital. That said the filings on Mar 3-4th seem to suggest such a pending deal is likely not in place which I find concerning. Share price seems to reflect same concern and I think you are concened as well judging by your reply although you tend to be rationalizing the concern and putting it on back burner pehaps.

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