MNKD Things To Do 2017

[lakon]

1. Grow Afrezza prescriptions
2. Sell Valencia (almost there)
3. Grow Afrezza prescriptions
4. Renegotiate debt obligations with Mann affiliates (possible debt forgiveness, equity swap, and/or credit expansion)
5. Grow Afrezza prescriptions
6. Renegotiate debt obligations with non-Mann affiliates
7. Grow Afrezza prescriptions
8. Raise cash
9. Grow Afrezza prescriptions
10. International partnership(s)
11. Grow Afrezza prescriptions
12. NASDAQ compliance ($1)
13. Grow Afrezza prescriptions
14. Technosphere Epinephrine FDA filing(s)
15. Grow Afrezza prescriptions
16. More RLS milestones
17. Grow Afrezza prescriptions
18. Technosphere Treprostinil
19. Grow Afrezza prescriptions
20. Technosphere Palonosetron
21. Grow Afrezza prescriptions
22. Restart pediatric trials for Afrezza
23. Grow Afrezza prescriptions
24. Start working on the long-term safety trial
25. Grow Afrezza prescriptions
26. Label improvement (to include new studies)
27. If in doubt, see #1.
28. Did I mention #1?
29. Focus: grow grow grow
30. Did I forget something? You got it #1.

[babaoriley]

Lakon, nice list, but I don't think you mentioned that growing Afrezza prescriptions is paramount. Perhaps I missed that?

[lakon]

Jan 31, 2017 14:53:35 GMT -5 lakon said:

1. Grow Afrezza prescriptions
2. Sell Valencia (almost there)
3. Grow Afrezza prescriptions
4. Renegotiate debt obligations with Mann affiliates (tapped out?)
5. Grow Afrezza prescriptions
6. Renegotiate debt obligations with non-Mann affiliates (no leverage w/o The Mann Group #4)
7. Grow Afrezza prescriptions
8. Raise cash (rights offering instead of dilution would be nice but w/o #4, dilution is coming)
9. Grow Afrezza prescriptions
10. International partnership(s) (seems further away now)
11. Grow Afrezza prescriptions
12. NASDAQ $1 compliance (almost there -- the easy [hard] way -- r/s)
13. Grow Afrezza prescriptions
14. Technosphere Epinephrine FDA filing(s) (slow roll it if you cannot tweet your way to success)
15. Grow Afrezza prescriptions
16. More RLS milestones (seems further away now)
17. Grow Afrezza prescriptions
18. Technosphere Treprostinil (forget about it if you cannot convince UTHR to back it)
19. Grow Afrezza prescriptions
20. Technosphere Palonosetron (just give it to the oncology program licensee, and forget about it.)
21. Grow Afrezza prescriptions
22. Restart pediatric trials for Afrezza (almost there)
23. Grow Afrezza prescriptions
24. Start working on the long-term safety trial (do we still have to bother if we cannot sell to as many as we need in the study?)
25. Grow Afrezza prescriptions
26. Label improvement to include new studies (progressing slowly)
27. If in doubt, see #1.
28. Did I mention #1?
29. Focus: grow grow grow
30. Did I forget something? You got it #1.

The more I look at this list, the more I think that I'll be shorting from 5 to 6 down to 0.50 soon after the r/s. Why is doing GOOD so hard to make money and doing BAD so EASY?

[kc]

1. Put the company up for sale. 

There would be multiple bidders as the potential for a blockbuster is there in the USA and worldwide.   The Mann Family Trust and Management are trying to hold out for the biggest payday.  But now it might never happen. Its time to sell it.  Start the bidding at $5.00 and I bet it will end in the $14 to $20 range.   Stop holding out for the pot of gold and get the bronze.  Right now all we have is fools gold.

Put the company up for sale and find a Pharma who will take it to the next level.  We can't get to the next level being cash strapped. The board had a duty to the shareholders to get the best deal. Just kicking the can down the road and hoping you can sell your product with a limited sales force and no real consumer marketing is a plan for failure. 

[Deleted]

Feb 2, 2017 9:42:51 GMT -5 kc said:

Put the company up for sale and find a Pharma who will take it to the next level.  We can't get to the next level being cash strapped. The board had a duty to the shareholders to get the best deal. Just kicking the can down the road and hoping you can sell your product with a limited sales force and no real consumer marketing is a plan for failure. 

Any new buyer would want the board and  management out.
Would you be in a position to put yourself out of job? They would milk the cow as long as it takes and keep trying until the last day.

[gamblerjag]

KC.. if we started a bid $5 and sold for  $14- 20... I'd be fine with selling now... just don't know if we would go from .65 to a bid of $5 to  $ 14 -20..   (preferably not an all cash sale).. to many shares held under one year)!!!!  GL    I do think we can easily bring in 5-8 bucks or 2.5 -4 billion....  4 billion being where we were at SNY partnership announcement.  

[gamblerjag]

Matt may be a nice guy..but he needs to start seeing and saying things as what is  realistic not what he hopes  . that I'd agree.. too many times he has stated that he "thought" or thinks things would be different then they are .. the latest was . " The price will take care of itself".. yes he admitted that it hasn't panned out  but did say that for the reasons that he thought that ..... things are still going on..  Lets hope..  what's one more month...  of course we being saying that for about 18 months.    

[lakon]

Feb 2, 2017 9:42:51 GMT -5 kc said:

1. Put the company up for sale. 

There would be multiple bidders as the potential for a blockbuster is there in the USA and worldwide.   The Mann Family Trust and Management are trying to hold out for the biggest payday.  But now it might never happen. Its time to sell it.  Start the bidding at $5.00 and I bet it will end in the $14 to $20 range.   Stop holding out for the pot of gold and get the bronze.  Right now all we have is fools gold.

Put the company up for sale and find a Pharma who will take it to the next level.  We can't get to the next level being cash strapped. The board had a duty to the shareholders to get the best deal. Just kicking the can down the road and hoping you can sell your product with a limited sales force and no real consumer marketing is a plan for failure. 

Sounds easy, but it's not. I've concluded that "Pharma Bro" was just the tip of the iceberg. The sea of corruption is deeper than I thought. If you want something done (and done right), do it yourself or die trying!

Think about this. What if they had sold to SNY instead of the partnership? You might be happy with your returns, but Afrezza would be dead for sure after one big company pivot. That's the problem. They cannot risk selling even if they wanted to, assuming that they honestly want to give it a shot to help as many PWD as they can. If they fail, at least they gave it a try. Everything gets sold off in bankruptcy, and then, they can hope someone else is serious about marketing Afrezza.

I'm prepared to see this thing through. To take part in it. To lose it all or win it all! I see what it could be. Call me when you are ready to get your hands dirty.

[lakon]

Feb 2, 2017 10:45:52 GMT -5 gamblerjag said:

Matt may be a nice guy..but he needs to start seeing and saying things as what is  realistic not what he hopes  . that I'd agree.. too many times he has stated that he "thought" or thinks things would be different then they are .. the latest was . " The price will take care of itself".. yes he admitted that it hasn't panned out  but did say that for the reasons that he thought that ..... things are still going on..  Lets hope..  what's one more month...  of course we being saying that for about 18 months.    

It's a short month...too short...

[themarlin]

iam2, what does the Board do that adds value, even theoretically? What is their role? What do they get paid to do for the company? I guess they hold Mike and Matt accountable, but what do THEY do, even just supposedly that adds value? How come they're paid but we never see or hear them? I think I would fire them all right now, but I don't even know what they're supposed to be doing. Help me understand?

[Deleted]

Feb 2, 2017 13:04:48 GMT -5 themarlin said:

iam2, what does the Board do that adds value, even theoretically? What is their role? What do they get paid to do for the company? I guess they hold Mike and Matt accountable, but what do THEY do, even just supposedly that adds value? How come they're paid but we never see or hear them? I think I would fire them all right now, but I don't even know what they're supposed to be doing. Help me understand?

email the chairman and ask.
you have every right to ...

[themarlin]

Feb 2, 2017 13:07:46 GMT -5 @iam2sekc4u2002 said:

Feb 2, 2017 13:04:48 GMT -5 themarlin said:

iam2, what does the Board do that adds value, even theoretically? What is their role? What do they get paid to do for the company? I guess they hold Mike and Matt accountable, but what do THEY do, even just supposedly that adds value? How come they're paid but we never see or hear them? I think I would fire them all right now, but I don't even know what they're supposed to be doing. Help me understand?

email the chairman and ask.
you have every right to ...

Simply amazes, and kinda angers me, that 6 highly paid supposed heavy-weights are apparently inoculated even more than leadership against being so ineffectual. But I have to at least ask what they've actually been doing. Looking for Kent Kresa's email address now...

[tchalaa]

Jan 31, 2017 14:53:35 GMT -5 lakon said:

1. Grow Afrezza prescriptions
2. Sell Valencia (almost there)
3. Grow Afrezza prescriptions
4. Renegotiate debt obligations with Mann affiliates (possible debt forgiveness, equity swap, and/or credit expansion)
5. Grow Afrezza prescriptions
6. Renegotiate debt obligations with non-Mann affiliates
7. Grow Afrezza prescriptions
8. Raise cash
9. Grow Afrezza prescriptions
10. International partnership(s)
11. Grow Afrezza prescriptions
12. NASDAQ compliance ($1)
13. Grow Afrezza prescriptions
14. Technosphere Epinephrine FDA filing(s)
15. Grow Afrezza prescriptions
16. More RLS milestones
17. Grow Afrezza prescriptions
18. Technosphere Treprostinil
19. Grow Afrezza prescriptions
20. Technosphere Palonosetron
21. Grow Afrezza prescriptions
22. Restart pediatric trials for Afrezza
23. Grow Afrezza prescriptions
24. Start working on the long-term safety trial
25. Grow Afrezza prescriptions
26. Label improvement (to include new studies)
27. If in doubt, see #1.
28. Did I mention #1?
29. Focus: grow grow grow
30. Did I forget something? You got it #1.

lakon I will add to the list >>> Mannkind need a new CEO;
let M. Pfeffer get to what he does best CFO duties. After observation I feel like there is something missing, we have been jumping from one binary event to another since then and i'm convinced what is missing is a real CEO. I thought M. Pfeffer could handle both positions and why not later abandon the CFO position, but noway the turmoil we are facing is just to big. 

Finance :         Undecipherable
Personal HR :   Check
Commercial :   Check
Research Area: Undecipherable
Digital Area:     Bad

Now we need at least 2 months before we start to see some result from reps, but the vote for the reverse split is in three weeks, with a potential dilution scenario welcoming the new stock value.

[dreamboatcruise]

Feb 2, 2017 9:33:35 GMT -5 lakon said:

Jan 31, 2017 14:53:35 GMT -5 lakon said:

The more I look at this list, the more I think that I'll be shorting from 5 to 6 down to 0.50 soon after the r/s. Why is doing GOOD so hard to make money and doing BAD so EASY?

I may buy some out of the money puts after the RS as hedge for my rather large long position if we're at a high enough price to make puts an affordable hedge.

[lakon]

Jan 31, 2017 14:53:35 GMT -5 lakon said:

1. Grow Afrezza prescriptions (slow progress so far)
X. Sell Valencia
3. Grow Afrezza prescriptions
Y. Renegotiate debt obligations with Mann affiliates (possible debt forgiveness, equity swap, and/or credit expansion) (Mann Group exited EYES)
5. Grow Afrezza prescriptions
X. Renegotiate debt obligations with non-Mann affiliates (i.e., Deerfield)
7. Grow Afrezza prescriptions
8. Raise cash
9. Grow Afrezza prescriptions
Y. International partnership(s) (internationalpharmacy.com/ ; internationalpharmacy.com/products/afrezza-inhalation-cartridges-insulin-regular)
11. Grow Afrezza prescriptions
X. NASDAQ compliance ($1) (reverse split 1:5)
13. Grow Afrezza prescriptions
Y. Technosphere Epinephrine FDA filing(s)
15. Grow Afrezza prescriptions
16. More RLS milestones
17. Grow Afrezza prescriptions
18. Technosphere Treprostinil
19. Grow Afrezza prescriptions
20. Technosphere Palonosetron
21. Grow Afrezza prescriptions
22. Restart pediatric trials for Afrezza
23. Grow Afrezza prescriptions
24. Start working on the long-term safety trial
25. Grow Afrezza prescriptions
26. Label improvement (to include new studies) (filed awaiting FDA response)
27. If in doubt, see #1.
28. Did I mention #1?
29. Focus: grow grow grow
30. Did I forget something? You got it #1.