|
|
Post by morgieporgie on Aug 2, 2018 20:36:04 GMT -5
Nonsence. Why comment when you don’t know the full terms of the lease (e.g., how much down, how much due at the end of lease if any, how it might be an inexpensive perk for sales staff considering current salaries and benefits? Why comment, especially negatively, without knowing the facts? Why? Well it seems like they ahould watch every penny at this point. Four year lease on 100 cars, should be able to get a volume deal if nothing else. Do they need anything more than a new Ford Focus or Corolla? It's also a sign of spending on other things. What else are they tossing money away on? Why pay more? |
|
|
|
Post by sportsrancho on Aug 2, 2018 20:56:56 GMT -5
MannKind Corporation (MNKD) CEO Michael Castagna on Q2 2018 Results - Earnings Call Transcript $MNKD
|
|
|
|
Post by esstan2001 on Aug 2, 2018 21:06:42 GMT -5
Nonsence. Why comment when you don’t know the full terms of the lease (e.g., how much down, how much due at the end of lease if any, how it might be an inexpensive perk for sales staff considering current salaries and benefits? Why comment, especially negatively, without knowing the facts? Why? Well it seems like they ahould watch every penny at this point. Four year lease on 100 cars, should be able to get a volume deal if nothing else. Do they need anything more than a new Ford Focus or Corolla? It's also a sign of spending on other things. What else are they tossing money away on? Why pay more Probably a significant component of the lease rate results from being higher annual mileage leases as they are for sales persons that should be doing a lot of driving, otherwise they are not doing their jobs. |
|
|
|
Post by mnholdem on Aug 2, 2018 21:27:42 GMT -5
That is correct. There would be a mileage surcharge.
|
|
|
|
Post by sportsrancho on Aug 2, 2018 21:47:14 GMT -5
From Mike C,
“Thought this fit well with our theme of the day! Challenge the status quo and drive change!”
"Almost every significant breakthrough in the field of scientific endeavor is first a break with tradition, with old ways of thinking, with old paradigms." - Stephen R. Covey
|
|
|
|
Post by uvula on Aug 2, 2018 22:25:24 GMT -5
Given our sales I would bet some of the sales reps are living in their vehicles. The lease rate might be high for a car but is very cheap for rent.
|
|
|
|
Post by cjm18 on Aug 2, 2018 23:44:33 GMT -5
Most likely ways to raise significant cash in short term.
1. Dilution.
2. Loan with Danbury plant as collateral.
Now ask yourself why number 2 wasn’t done earlier? Too much debt? And what has changed since April dilution to allow it now? Shorts are going to continue to bet on dilution.
Dr k did not offer anything on a label changing trial that he alluded to
At the stat study conference. In fact there was Zero talk of plans to utilize the 60 morsels of “studies already completed.
|
|
|
|
Post by mnholdem on Aug 3, 2018 6:01:44 GMT -5
Didn’t David Kendall say that they were planning on 20+ publications about Technosphere insulin in the next twelve months?
|
|
|
|
Post by mnkdfann on Aug 3, 2018 6:11:20 GMT -5
Didn’t David Kendall say that they were planning on 20+ publications about Technosphere insulin in the next twelve months? More precisely, from the transcript: "In addition to these disclosures, one of the commitments that we have focused on as a scientific and medical group and as Pat alluded to in supporting our commercial activities is assuring awareness of the scientific information that guides clinicians. And shown here is just a sample of the publications that have been put forth since March of this year, the last with an anticipated publication in the coming days here in early August. And these four represent just a fraction of the 20 or more planned disclosures that are in development, and in some cases, in draft form that we anticipate for submission review, and we hope publication in the coming months and years." |
|
|
|
Post by mnholdem on Aug 3, 2018 7:11:03 GMT -5
MannKind will be presenting 4 posters (see search index) at the EASD Congress 2018 Oct 1-5, 2018.
upload.easd.org/download/AM2018/Flipbook/EASD2018_FinalProgramme.html#p=245
I believe that P-1046 (below) is clinical data that David Kendall MD mined from one of those 60+ studies referred to above. At a conference several months ago, Kendall mentioned that MannKind had clinical data involving CT Scans for lung function. This is just one example of how valuable MannKind's new CMO may be to the company and its shareholders.
|
|
|
|
Post by mnholdem on Aug 3, 2018 7:43:14 GMT -5
Note the anticipated Aug-2018 publication is in The Journal of Family Practice. www.mdedge.com/jfponline/diabetes
MannKind is NOT just targeting endocrinologists/diabetologists. This fits in line with the CEO's stated business strategy for Afrezza of targeting primary care physicians and Type 2 diabetes.
|
|
|
|
Post by mnkdfann on Aug 3, 2018 8:02:04 GMT -5
Actually, it may not be being published in the The Journal of Family Practice itself. The slide you posted suggests it is being posted in a supplement to the JoFP. This link talks about publishing in a supplement: www.mdedge.com/jfponline/page/author-guidelines?channel=205"JFP does not accept articles that have been developed or written with a financial support by a commercial entity (eg, pharmaceutical company or medical device manufacturer) or whose authors have received writing assistance from a commercially sponsored third party, such as a medical education company or a publication planner. Authors who have received such support or funding (and entities that have supported such articles) should contact psoufleris@mdedge.com to explore opportunities to publish sponsored supplements to JFP." The above might be the situation here. It may or may not be an important distinction, depending on whether or not doctors look at the supplements or if the supplements just get tossed aside. IDK. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Aug 3, 2018 8:23:11 GMT -5
I think you’re taking it out of context. What it’s saying is it takes a doc 1 to 1.5 to learn about & how to prescribe Afrezza, but the doctor are staying longer to discuss the paradigm shift that is Afrezza + Diabetes care. Or enjoy the party and overspending management seems to be doing - like on the leases. Those are not 12k leases. Common for reps to be putting 35 - 50k annually on the car, hence the higher price. |
|
|
|
Post by traderdennis on Aug 3, 2018 8:40:49 GMT -5
Most likely ways to raise significant cash in short term. 1. Dilution. 2. Loan with Danbury plant as collateral. Now ask yourself why number 2 wasn’t done earlier? Too much debt? And what has changed since April dilution to allow it now? Shorts are going to continue to bet on dilution. Dr k did not offer anything on a label changing trial that he alluded to At the stat study conference. In fact there was Zero talk of plans to utilize the 60 morsels of “studies already completed. If i remember correctly the Danbury plant’s collateral is pledged to Deerfield. |
|
|
|
Post by agedhippie on Aug 3, 2018 10:30:25 GMT -5
Note the anticipated Aug-2018 publication is in The Journal of Family Practice. www.mdedge.com/jfponline/diabetes
MannKind is NOT just targeting endocrinologists/diabetologists. This fits in line with the CEO's stated business strategy for Afrezza of targeting primary care physicians and Type 2 diabetes. I am not sure where I saw it now, but recently I read that 85% of Type 1 diabetics are primarily dealt with by their PCP. I found it hard to believe which is why it stuck, but then I live in a big city with lots of endo. |
|
