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Post by bradleysbest on Oct 9, 2015 0:29:57 GMT -5
Baba, things are getting tough for me! I may need some intervention as I try & survive MNKD & USC .... lol
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Post by lakers on Oct 9, 2015 0:30:45 GMT -5
MannKind (MNKD) Presentation Live Updates: Stay In The Know! | CNA Finance
MannKind Corporation (NASDAQ: MNKD)
Today is the big day. At 9:30 am pacific time, MannKind will be giving a presentation at the Aegis Capital Corp. 2015 Growth Conference. There has been quite a bit of interest in the conference. If you're interested in watching it, click here. We will also be offering live updates on this page as important information from the presentation becomes available.
9:30 am - The presentation has been delayed. It will be available shortly.
9:46 am - The presentation has started.
9:47 - Will see a big online push and magazine advertising for Afrezza.
9:51 - The direct to consumer advertising campaign is underway...
9:52 - Working on regulatory approval for Afrezza outside of the United States. Expecting updates next year.
9:53 - Larger cartridge have come off of the lines and are now available.
9:54 - Technosphere expected to be used for fundamental advantages in other treatments. Occasionally talking to companies about licensing technosphere.
9:56 - Pulmonary hypertension indications soon to come and other indications are on the way.
9:57 - Burning cash at a much slower rate. Eliminating unnecessary functions.
9:57 - Presentation audio is having a technical difficulty.
9:58 - Audio is back!
9:59 - Milestones are coming. Not at liberty to disclose information. $50 million milestone met $25 million milestone on the way.
9:59 - Afrezza prescriptions are climbing. Consumer awareness is a major factor.
10:01 - Sanofi arrangement is a profit share agreement 65% 35% split. Sanofi funds share of losses.
10:03 - Copay card program reduces Afrezza copay costs for consumers.
10:03 - The Presentation has ended.
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Post by afrizzle on Oct 9, 2015 5:15:59 GMT -5
Need to listen to it again but I thought Matt mentioned TV ad in the works as well
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Post by blu2waz on Oct 9, 2015 14:47:07 GMT -5
It's my understanding that the script #s are incomplete, missing information from chains like CVS and Walgreen's, and therefore are unreliable. If this is true the scripts can be used to determine trends, not financial results. The quarterly report on 11/2 will likely answer some questions. 2.3 million shares were traded after hours today at the closing price... Someone is covering. btw newbie NASDAQ shows 80,528. Where are you seeing 2.3 million? Thanks. |
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Post by blu2waz on Oct 9, 2015 15:02:36 GMT -5
CNBC has an Android app for handsets. It has 3 screens or so. Screen one Markets. S2 your list of stocks. S3 can be reached by tapping on one of your stocks. It will show current price and time unless the market is closed, then it will show the most recent close as well as the pre or post market price and # of shares traded. It's nice, I check it constantly. Google apps... Free
btw.
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Post by corpplanner on Oct 9, 2015 15:15:17 GMT -5
Thanks. NASDAQ also shows after-hours trading prices and volume for individual trades (although it doesn't show if it's a purchase or sale).
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Post by BlueCat on Oct 9, 2015 20:42:12 GMT -5
Ok. Just finally got to listen to it. My take:
1. He was rushed, not nervous at all.
2. Based on timing and black out period, he disclosed a reasonable amount.
3. Intent was to counter FUD or more broadly communicate for concerned investors - e.g. what happened to convertible debt, 12u cartridge, milestones, TV ads, etc.
He even directly called out the questions that we've seen bantered about here for the past weeks (including the reports of responses from him)
IMHO - he did a reasonable job of it, good if you consider the technical difficulties. And I know more concrete vs. rumor info now than I did before. And he made it clear there will be more info with the next quarterly.
Would I like a lot more? Ah, yea. For one, when do those BOA shares need to be conclusively returned - is it next week, really?
But I wouldn't tar and feather him for this, and not certain why some folks are.
That said, enough already with death spiral stock price.
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Post by rockstarrick on Oct 11, 2015 9:05:32 GMT -5
@cfield - thanks for capturing the specifics of what I mentioned. Too bad some people complain that management is not forthcoming yet the information is available if they took the time to look or listen. No problem. You gotta know what you own and why you own it! (not you, as I know you're long) I don't get the management bashing either. They've gotten burned (Shkreli) by being too forthcoming, so they're caught between a rock and a hard place. Seriously, I believe that if you do what Al says (take care of the patient first), the pps will indeed follow suit. Great comments from both, I appreciate the confidence and respect for Management. I bought and held through p3, Adcom, 90 day delay, and approval and am more confident now than ever. "Take Care of the Patients and the sp will take care of itself" !! As I said before, this little company isn't getting all this attention because shorts think it will fail, the shorts know eventually Mannkind will prevail. Did I mention I bought more !! The longer this takes, the more shares I will own, and I own a bunch for me. Good Luck to both of you. |
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Post by kc on Oct 11, 2015 10:09:52 GMT -5
Ok. Just finally got to listen to it. My take: 1. He was rushed, not nervous at all. 2. Based on timing and black out period, he disclosed a reasonable amount. 3. Intent was to counter FUD or more broadly communicate for concerned investors - e.g. what happened to convertible debt, 12u cartridge, milestones, TV ads, etc. He even directly called out the questions that we've seen bantered about here for the past weeks (including the reports of responses from him) IMHO - he did a reasonable job of it, good if you consider the technical difficulties. And I know more concrete vs. rumor info now than I did before. And he made it clear there will be more info with the next quarterly. Would I like a lot more? Ah, yea. For one, when do those BOA shares need to be conclusively returned - is it next week, really? But I wouldn't tar and feather him for this, and not certain why some folks are. That said, enough already with death spiral stock price. He gave us and the shorts just enough information to be dangerous. An instance is stating the the debt issue was resolved with cash and shares. But he did not elaborate and left the street with a cliff hanger. Or his answer to the Sanofi question. "YET". |
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Post by od on Oct 11, 2015 12:16:26 GMT -5
Ok. Just finally got to listen to it. My take: 1. He was rushed, not nervous at all. 2. Based on timing and black out period, he disclosed a reasonable amount. 3. Intent was to counter FUD or more broadly communicate for concerned investors - e.g. what happened to convertible debt, 12u cartridge, milestones, TV ads, etc. He even directly called out the questions that we've seen bantered about here for the past weeks (including the reports of responses from him) IMHO - he did a reasonable job of it, good if you consider the technical difficulties. And I know more concrete vs. rumor info now than I did before. And he made it clear there will be more info with the next quarterly. Would I like a lot more? Ah, yea. For one, when do those BOA shares need to be conclusively returned - is it next week, really? But I wouldn't tar and feather him for this, and not certain why some folks are. That said, enough already with death spiral stock price. He gave us and the shorts just enough information to be dangerous. An instance is stating the the debt issue was resolved with cash and shares. But he did not elaborate and left the street with a cliff hanger. Or his answer to the Sanofi question. "YET". A publicly traded pharmaceutical is the most regulated in the universe, and I don't believe any MNKD or SNY executive would make a misleading/baiting statement regarding an investment. "Yet" is factual; the statement has the same meaning without it. To read anything into "yet" would be foolish. |
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Post by lakers on Oct 12, 2015 23:40:46 GMT -5
By CNA Finance What We Learned From The MNKD Presentation MannKind Corporation (NASDAQ: MNKD) Last week was a big week for MNKD. On Wednesday, MannKind gave a presentation at the Aegis Capital Corp. 2015 Growth Conference. Leading up to the conference, the topic of discussion was relatively silent, but it wasn't hard to predict what was coming. All in all, the presentation was filled with great news for investors. Today, we'll talk about what we learned from the presentation, how the market reacted to the news, and what we can expect to see from MNKD moving forward. There were several things that investors learned from the MNKD presentation... Afrezza Advertising – First and foremost, MannKind stated the obvious by saying that Afrezza was off to a relatively rough start. However, they still believe that the inhaled insulin is going to be a blockbuster as consumer awareness improves. Sanofi is in charge of commercialization and MannKind is expecting to see more relatively soon. They explained that the direct to consumer campaign is under way and we will soon see a big push in online and magazine advertising for Afrezza. Afrezza Regulation – Afrezza has only been approved in the United States. However, MNKD is working with regulatory agencies in Asia and Europe to get the inhaled insulin approved in these regions as well. The company is expecting to release more updates with regard to regulatory approval abroad next year. Technosphere – If you've read any of my past MNKD articles, you know that I look at MannKind as a company far beyond Afrezza. Sure, Afrezza is the only approved treatment MNKD has on the market, but it's not going to be the last. During the presentation MannKind announced that they are working on other indications for technosphere. They believe that this technology has fundamental advantages in the medical space. More specifically, the company is working on a treatment for pulmonary hypertension indications. While there was a mention of other indications, the presentation wasn't clear as to what the other indications might be. Financial – In the presentation MNKD also touched on their finances, an area that proved to be a major area of question for investors. However, in the presentation, we learned that MannKind is working to eliminate unnecessary functions and is now burning cash at a slower rate. They also explained that milestones are coming. While the presenter wasn't at liberty to disclose much information with regard to these milestones, it was announced that a $50 million milestone has been met and that a $25 million milestone is likely soon to come. How The Market Reacted To The News While the news from the presentation was overwhelmingly positive, the shorts on MNKD are still holding the stock at low levels. As a result, we've seen relatively flat movement since the presentation. What We Can Expect To See Moving Forward Moving forward, I'm expecting to see more positive news. However, investors are going to need to be patient. In the short term, we are likely to see more flat movement as shorts continue to put resistance on the stock. However, that's not likely to last forever. The reality is that sales are starting to improve, and as consumer awareness improves, sales will only get better. Also, I'm expecting that Afrezza will be approved in Europe and Asia. When this information comes out next year we can expect to see relatively large gains. Finally, with new indications coming for technosphere, the sky is the limit for MNKD. cnafinance.com/mannkind-mnkd-provided-great-news-last-week-what-to-expect/6824 |
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