|
Post by cjm18 on Jul 8, 2017 14:25:30 GMT -5
If scripts are the end all be all measurement of success then what catalysts down the road will lead to success? September 30th label change. Clinical studies (mid October at earliest) Peds approval (January at earliest). None of these items will swing us to profitability over night. Dilution will be needed well before November (unless there's up front money from UAE deal or epipen deal). . And guessing there will be Upfront cash , guessing plenty of it that's why mgmt is not worried Nor should Long's. Would we know if management is worried? It's mikes job to look like everything is dandy. No money from Brazil deal. Tried googling for upfront money on exubera deals. No luck.
|
|
|
Post by agedhippie on Jul 8, 2017 20:40:26 GMT -5
Details? The only possible prohibition I found has to do with certain injections (like vitamins) during a fast. islamqa.info/en/8652I would think inhaling would be even more negatively regarded when it comes to fasting. Because it would be quite likely that some small amount would inevitably get swallowed and not inhaled, people taking a drink before or after to minimise the coughing effect, etc. I agree. I cannot find any material to support the idea that medical injections are culturally seen as bad.
|
|
|
Post by mango on Jul 8, 2017 21:12:35 GMT -5
Details? The only possible prohibition I found has to do with certain injections (like vitamins) during a fast. islamqa.info/en/8652I would think inhaling would be even more negatively regarded when it comes to fasting. Because it would be quite likely that some small amount would inevitably get swallowed and not inhaled, people taking a drink before or after to minimise the coughing effect, etc. I agree. I cannot find any material to support the idea that medical injections are culturally seen as bad. It is just a cultural thing man (evolved from religion). I lived in Turkey for short time and everything is jus completely different in Muslim culture and people of Islamic faith. Smoking/inhaling substances in the lungs is highly acceptable in the culture, their public society, showing skin and injecting even insulin is not. There are many who have to question whether injecting medications during fasting is acceptable. Whether it is or not is beside the point. The point is the fact that those kinds of thoughts are common day for them. You don't need a study to know this stuff.
|
|
|
Post by slugworth008 on Jul 8, 2017 22:51:51 GMT -5
If scripts are the end all be all measurement of success then what catalysts down the road will lead to success? September 30th label change. Clinical studies (mid October at earliest) Peds approval (January at earliest). None of these items will swing us to profitability over night. Dilution will be needed well before November (unless there's up front money from UAE deal or epipen deal). . And guessing there will be Upfront cash , guessing plenty of it that's why mgmt is not worried Nor should Long's. Let's not be so sure of that Gambler - Scripts cannot save us now - IMO
|
|
|
Post by beardawg on Jul 8, 2017 23:07:24 GMT -5
Details? The only possible prohibition I found has to do with certain injections (like vitamins) during a fast. islamqa.info/en/8652I would think inhaling would be even more negatively regarded when it comes to fasting. Because it would be quite likely that some small amount would inevitably get swallowed and not inhaled, people taking a drink before or after to minimise the coughing effect, etc. I agree. I cannot find any material to support the idea that medical injections are culturally seen as bad. Do you still need to take insulin during a fast? Isn't it for when you eat food, which doesn't happen during fasting?
|
|
|
Post by mango on Jul 8, 2017 23:35:54 GMT -5
I agree. I cannot find any material to support the idea that medical injections are culturally seen as bad. Do you still need to take insulin during a fast? Isn't it for when you eat food, which doesn't happen during fasting? Some people will still need insulin during a fast.
|
|
|
Post by nylefty on Jul 8, 2017 23:47:22 GMT -5
Do you still need to take insulin during a fast? Isn't it for when you eat food, which doesn't happen during fasting? Some people will still need insulin during a fast. The fasting (by Muslims) is just during daylight hours. And Muslims can be excused from fasting if it would be harmful to their health. en.wikipedia.org/wiki/Fasting_in_Islam
|
|
|
Post by babaoriley on Jul 8, 2017 23:52:09 GMT -5
Kimber, you sound like you've heard something that scares you, something good for the company. Can you let the rest of us in on it?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jul 9, 2017 1:46:36 GMT -5
7m monthly burn rate Cash until November. 25m in debt due next August. Not many options for up front lump sum cash infusion other than dilution. That's the problem. Exactly. I would say expect massive dilution in the forseeable future.
|
|
|
Post by mango on Jul 9, 2017 3:37:23 GMT -5
Some people will still need insulin during a fast. The fasting (by Muslims) is just during daylight hours. And Muslims can be excused from fasting if it would be harmful to their health. en.wikipedia.org/wiki/Fasting_in_IslamDude tons of Muslims still fast that have exogenous insulin prescribed to them. Sure they can be "excused" from fasting but this is the real world and that is not as common as you think. Thanks for the Wiki though 😶
|
|
|
Post by tchalaa on Jul 9, 2017 8:02:58 GMT -5
If scripts are the end all be all measurement of success then what catalysts down the road will lead to success? September 30th label change. Clinical studies (mid October at earliest) Peds approval (January at earliest). None of these items will swing us to profitability over night. Dilution will be needed well before November (unless there's up front money from UAE deal or epipen deal). . And guessing there will be Upfront cash , guessing plenty of it that's why mgmt is not worried Nor should Long's. Beware of not forgetting your position as Stakeholder : Management has the duties to operate the company well in other to yield interest for the investors; while doing that also growing the business. The BOD is there to control the management board and making sure the operation of management stays in line with the ultimate target be profitable on the business line overwhelmingly accepted by the investors. So it's not because management expresses some sort of serenity that we will say everything looks good. Investors are optimistic by nature therefore we need due diligence and accountability to turn our hope into palpable gains Our product is very good let our sales get some traction and our CEO brakes his targets in period of 6 months for the next 3 years. for the communication he can also use internal channel press release No need to make a conference call
|
|
|
Post by mydogskip on Jul 9, 2017 9:22:52 GMT -5
you failed to mention ... Approved Contract with the Veterans Administration .... One Approval on file with a middle eastern country (UAE), Partner with Brazilian company Bionn and other regional partnerships in other geographic areas. CEO of a company CANNOT divulge these types of things IF THEY ARE NOT TRUE....Good things coming for those LONG who wait. All that doesn't mean a thing when Amgen buys Mannkind for a nice premium, right?
|
|
|
Post by backwash on Jul 9, 2017 9:51:24 GMT -5
Great post- spot on. Could not agree with you more. Forget MNKD PR - it's hype.When a material event occurs at a publicly traded company an 8k must be filed. Deerfield debt, managements golden parachutes etc, those produced an 8k. Label change, UAE, Amazon, China, Brazil, One Drop, Seattle, Epi, Juvenille Platform, until something material happens those announcements are all hot air......I recall Matt saying they were very pleased with the SNY relationship and a short time later they went their separate ways. Mike is a default CEO just like Matt. Mike was/is in charge of sales for the past year, he hired two sales forces and they are still at 6 scripts per state-total flop. Nobody talks about Jay leaving after a couple months or why Matt left- mgmt cant spin that in a positive legal way.....
This thread will get locked. The last time I posted here I predicted the stock would go under two bucks and got a lynching. That was pre-reverse so in fact I was really correct as it is the equivelant of 23 CENTS now. Not wishing anyone poor investment results but I recall one of the moderators here boasting how they were buying in their Keogh so shorts could not get their shares......I had to laugh to myself. Shorts did not ruin this company, management did. All these conspiracy theories are an excuse. All public companies face stiff competition-including shorts which is a legal trading practice.
|
|
|
Post by backwash on Jul 9, 2017 10:14:37 GMT -5
K- You, Matt & Mike seem aligned on the definition of hot air and the stock price really isn't 23 cents-stay tuned.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jul 9, 2017 10:19:33 GMT -5
backwash Your comments are aligned with Feroldi and Osborne. Head on over to SA, those characters would enjoy your hot air.
|
|