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Post by ktim on Apr 16, 2019 0:32:36 GMT -5
Question for MNKD: Doubt many, if any shareholders want Seeking Alpha’s Spencer Osborne, who arrogantly claims to accurately project sales, revenue, as well as cash and have a better track record than management, to be the continuing, self appointed, weekly voice of MNKD. Clearly, SA can say what they want but what can MNKD do to help protect their shareholders - such as, being more visible, getting in front of this and taking the lead going forward? With regard to scripts MNKD could start issuing quarterly guidance (and develop a track regarding of achieving it). I think these weekly numbers would be far less important if investors felt they had reliable revenue guidance. Until then investors will want what info is available. Trying to suppress online posting of data I think would backfire. I do agree about being more visible and getting in front of it. More transparency, even if not immediately seeming positive, I believe would be good. BTW, what makes you think those contributing the weekly numbers are novices? I currently want to see weekly numbers, track them myself in excel to do some modeling, and I am certainly not a novice. You do know the ones having access are getting it from Bloomberg terminals, and most people that have access to Bloomberg are in the financial industry.
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Post by longliner on Apr 16, 2019 3:54:07 GMT -5
Can we, shareholders, please be informed of the RLS milestone schedule? It has been pointed out that the last presentation suggests there are no more development milestones only royalties and sales achievement milestones. this isn't what you were asking for. It is however a look at the medications being worked on. My favorite, seizures disorders and now MS. Not to mention pain. You know what it is to have a miracle cure for these types of seizures. (Insert easter expletive.) Old Woman yelling at a cloud here. "Really, we have been lied to all our lives? Now the ticket is to catch and kill the world's best fast acting insulin?" "Do we have to allow the children to seize so Jeff Sessions can fill the prisons for his pals?" It IS sad. Peppy, the OTC referenced and previously discussed recreational products are the most intriguing to me as far as speed to market, ie. revenue generation. Unfortunately this is not a question for this shareholders meeting, and RLS being private does not need to provide this publicly, nor I'm sure for competitive reasons, in a rapidly evolving space, would they choose to.
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Post by hellodolly on Apr 16, 2019 6:10:01 GMT -5
Question for MNKD: Doubt many, if any shareholders want Seeking Alpha’s Spencer Osborne, who arrogantly claims to accurately project sales, revenue, as well as cash and have a better track record than management, to be the continuing, self appointed, weekly voice of MNKD. Clearly, SA can say what they want but what can MNKD do to help protect their shareholders - such as, being more visible, getting in front of this and taking the lead going forward? They should avoid "at all costs" of getting into a tit 4 tat or the appearance of having gotten into a debate with SO or anyone who writes their opinions about MNKD on SA or anyplace else. They have bigger fish to fry than SO. I'd rather they focus their time, money and energy on building their Afrezza Brand and TS. SO, while he captures the interest of many...is nothing more than a fly-pecker gnat. MNKD Quarterly reports is where I anxiously await news of growth, just like the rest of corporate America and the rest of my investments. I don't react based on anything from SA, ST or PB for that fact.
On the flip side, Mike could offer to extend to SO a tour of the facilities and extend an interview to help clarify any miscommunication, but highly unlikely to see that. If it does happen, I have no feeling one way or the other on it. But, that is not something I would get behind...just another thought on the topic.
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Post by barnstormer on Apr 16, 2019 7:45:06 GMT -5
Why not ask Mike what realistic timelines for Brazil and India approvals are with target dates based on current efforts and study requirements. The vague response he gave after the Cipla denial was not a sufficient answer. He has stated that the revenue would not be significant, but I think any global approval would show real expansion opportunity and help SP. I would also ask for clairification on what he mean't when he said Canada is now a focus. Was he illuding to only cannabas with RLS only or Afrezza approval too? At last years ASM attending shareholders invited him to dinner the night before. He didn't make dinner but did stop by for a drink and spent an hour answering many questions we had taken down. I won't be going to New York unfortunately, but I suggest that those who are try to do the same. We posted many of the answers last year here on PB.
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Post by mnholdem on Apr 16, 2019 8:05:57 GMT -5
I would ask management when we can expect published data about Afrezza in major medical journals and some transparency on efforts by CMO David Kendall MD to educate the PCP and Endos within the diabetes medical community.
I’d like to hear specific information and not some vague response to this inquiry.
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Post by mnkdfann on Apr 16, 2019 8:31:42 GMT -5
I would ask management when we can expect published data about Afrezza in major medical journals and some transparency on efforts by CMO David Kendall MD to educate the PCP and Endos within the diabetes medical community. I’d like to hear specific information and not some vague response to this inquiry. It would be good to know whether they have already tried publishing in major medical journals and those journals (which?) were not receptive. I doubt they would ever tell us this explicitly, so I guess we have to make an evaluation when we see where papers do eventually show up. As you may recall, last year about this time Dr. Kendall promised "approximately 16 additional publications that will be coming out in the months ahead." Either he was blowing hot air, or else something is slowing progress. mnkd.proboards.com/post/147967I guess the question to ask at the ASM is, "What is the hold up with the 16 publications you promised us at the last ASM?"
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Post by mannmade on Apr 16, 2019 9:44:48 GMT -5
I have only one question as follows: when does he expect mnkd to be profitable? (thru all revenue streams whatever they may be, Afrezza, RLS, Trep T, etc...)
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Post by mango on Apr 16, 2019 9:49:14 GMT -5
I'd ask management their logic behind having our ASM in one of the most expensive cities in America considering our PPS is chit.
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Post by uvula on Apr 16, 2019 9:51:38 GMT -5
Most of the questions require MC to be able to predict the future of events that mnkd does not control. It is probably better to not provide any quidance than to guess and be wrong (again).
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Post by #NoMoreNeedles on Apr 16, 2019 10:09:31 GMT -5
They said that they had other business in NYC that same week. What comes to mind ... walking distance from the hotel: Deerfield HQ, Leerink HQ, BTIG HQ!
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Post by sportsrancho on Apr 16, 2019 12:07:37 GMT -5
Most of the questions require MC to be able to predict the future of events that mnkd does not control. It is probably better to not provide any quidance than to guess and be wrong (again). Right exactly, Mike would only give another optimistic guess, clearly they don’t have the answers. Yet. If it was me I’d issue a press release that says, “None of the weekly script counts are accurate..because of the DTC programs. We will be giving quarterly reports.”
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Post by stockwhisperer on Apr 16, 2019 13:08:03 GMT -5
On the subject of the NY SH Mtg... Just re-visited & re-read last yr’s detailed notes from the ‘Thoughts and Takeaways from the Annual Shareholder’s Meeting’ section of PB’s. The enthusiasm & excitement conveyed seemed to be contagious, even by those not in attendance, such as myself.
Seems MNKD should discuss, in detail - what happened w/some of those items. No point in setting shareholders up for disappointment. Were there misunderstandings about expectations. If so, maybe MNKD could help - by communicating better, to avoid that from happening again.
Glitz, glitter, food, drink, laughter & fun is great but in the end, if it is just a dog & pony show, saying all the right things but going nowhere, it is of no value.
Same story by me, just a different day... looking for substance - honest, direct, detailed information, finally leading to the Street getting on board and resulting in real shareholder value.
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Post by ilovekauai on Apr 16, 2019 13:18:23 GMT -5
Mnh: I've been asking for years, long before Kendall, for exposure in major medical journals. And, yes please ask what Kendall is doing. It's been a year now since he came on board.
Stock W: I was one of those enthusiastic shareholders at the ASM. I thought Kendall coming on board was the greatest thing since sliced bread for MNKD. I truly expected big things, and fast, from the "veins of gold" Kendall pointed out that he found in Afrezza. It's now a year later. Well?
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Post by stockwhisperer on Apr 16, 2019 13:58:38 GMT -5
Mnh: I've been asking for years, long before Kendall, for exposure in major medical journals. And, yes please ask what Kendall is doing. It's been a year now since he came on board. Stock W: I was one of those enthusiastic shareholders at the ASM. I thought Kendall coming on board was the greatest thing since sliced bread for MNKD. I truly expected big things, and fast, from the "veins of gold" Kendall pointed out that he found in Afrezza. It's now a year later. Well? Yes, understand. Along w/their accomplishments & plans - imo, there is some explaining to do. Hope they can see it that way too and can address concerns & questions in a professional, direct, manner rather than be defensive. Staying optimistic & looking forward to a productive shareholder meeting.
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Post by akemp3000 on Apr 16, 2019 14:05:51 GMT -5
Most of the questions require MC to be able to predict the future of events that mnkd does not control. It is probably better to not provide any quidance than to guess and be wrong (again). Was thinking the same. Asking when Afrezza is going to be approved and sold in other countries is like asking when the FDA is going to change the standard of care. My hope is to hear new information just prior to the ASM.
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