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Post by lojothehus on Jul 5, 2019 15:42:26 GMT -5
Is there a Master plan waiting to be revealed? Will sales somehow show a dramatic increase? Is there a lucrative partnership or buyout on the horizon? Is Afrezza really helping diabetics? What's the forecast coming out of Brazil? Are we waiting on the results from the Pediatric Trial? Will V-Dex strong arm MNKD and save the day? Are there any more advertising initiatives on the horizon? Will there be a spokesperson? Are we trying to get a spot on a primetime news program such as 60 Minutes?
Whenever you have a lot of questions with no answers, frustration sets in. It makes well-meaning people say and think bitter things. It allows people with bad intentions to exacerbate the situation and in the end, it could be the catalyst for shipwrecking this company.
If you've visited any of the boards; perhaps you have seen and experienced these emotions and demonstrations of frustration. Perhaps you've seen people switch altogether in their line of thought. You've seen enthusiasm and motivation disappear. You've also seen a rash of brazen individuals cementing their position for the ruination of this company. However, all of this should not be surprising because again, questions + no answers, can only = frustration.
Now with a publicly traded company; it would be very difficult for the CEO or anyone else to provide outright answers to most of these questions. But that rule of thumb should not let the company off of the hook! If you've ever heard of the revised Proverb, "the proof is in the pudding," it can convey the thought that something that may not look that good on the outside... when you really look into it or even taste it...well there is the proof.
So what is the proof that tells us that the CEO of MNKD and this company is Really Good? (And I am not saying that it's not) |
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Post by mytakeonit on Jul 5, 2019 16:01:19 GMT -5
And I still say ... the quarterly CC is coming to a theater near you.
But, that's mytakeonit
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Post by ktim on Jul 5, 2019 16:01:54 GMT -5
Is there a Master plan waiting to be revealed? Will sales somehow show a dramatic increase? Is there a lucrative partnership or buyout on the horizon? Is Afrezza really helping diabetics? What's the forecast coming out of Brazil? Are we waiting on the results from the Pediatric Trial? Will V-Dex strong arm MNKD and save the day? Are there any more advertising initiatives on the horizon? Will there be a spokesperson? Are we trying to get a spot on a primetime news program such as 60 Minutes?
Whenever you have a lot of questions with no answers, frustration sets in. It makes well-meaning people say and think bitter things. It allows people with bad intentions to exacerbate the situation and in the end, it could be the catalyst for shipwrecking this company.
If you've visited any of the boards; perhaps you have seen and experienced these emotions and demonstrations of frustration. Perhaps you've seen people switch altogether in their line of thought. You've seen enthusiasm and motivation disappear. You've also seen a rash of brazen individuals cementing their position for the ruination of this company. However, all of this should not be surprising because again, questions + no answers, can only = frustration.
Now with a publicly traded company; it would be very difficult for the CEO or anyone else to provide outright answers to most of these questions. But that rule of thumb should not let the company off of the hook! If you've ever heard of the revised Proverb, "the proof is in the pudding," it can convey the thought that something that may not look that good on the outside... when you really look into it or even taste it...well there is the proof.
So what is the proof that tells us that the CEO of MNKD and this company is Really Good? (And I am not saying that it's not) Some of the important questions in your list have been addressed by management. The master plan is to use old and new trial data to try to convince docs and insurers to get behind Afrezza, while also entertaining opportunities as they may become available to get new marketing partners and/or have our sales team take on another product to defray costs. Also, strategically advance pipeline as they did with Tret, likely taking something through Phase 1 trials so as to get a better deal. Management has set the expectation that Brazil will not move the needle much on revenue. Pediatric trial is recruiting for the 3rd age cohort. As for other questions, makes the most sense to look at the past for guidance rather than imagining possibilities and getting frustrated that MNKD isn't talking about them. MNKD isn't going to address a laundry list of everything shareholders might have in their imagination about theoretical events or things that might be done. I would be in favor of management communicating more frequently and more candidly about their strategy and expectations. |
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Post by kimi on Jul 6, 2019 2:55:29 GMT -5
"So what is the proof that tells us that the CEO of MNKD and this company is Really Good?" For sure it's not the pps. But as we all know, pps is heavily manipulated ( I personally think MC has underestimate this very important issue - he has hoped for $2.36 warrants exercised) - under normal circumstances, pps would be near to 10fold revenue (around mcap $600 Mill) or around $3. But I'm fine with that, so I can add much more shares monthly. I do not look at afrezza sales before finishing pediatric trial. The real gamechanger for the moment is technosphere. MC has done a very good deal with UTHR. We will see payments from UTHR in August. clinicaltrials.gov/ct2/show/NCT03950739?term=inhaled+treprostinil&recrs=b&rank=4Estimated Study Start Date : August 2019 Estimated Primary Completion Date : May 2020 Estimated Study Completion Date : August 2020 After that, MNKD is free of Deerfield - another proof of good work from MC. MC has no influence on RLS - he's not to blame for that. Dec. dilution was absolut neccessary - if you are in a postion like MC sometimes you have to make very, very unpleasant decisions. As mytakeonit mentioned let's wait for the next CC in patience. |
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Post by brotherm1 on Jul 6, 2019 7:08:43 GMT -5
we do not have $60M in recurring revenue. We have about 1/3 of that
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Post by lifebreath on Jul 6, 2019 8:38:05 GMT -5
"So what is the proof that tells us that the CEO of MNKD and this company is Really Good?" For sure it's not the pps. But as we all know, pps is heavily manipulated ( I personally think MC has underestimate this very important issue - he has hoped for $2.36 warrants exercised) - under normal circumstances, pps would be near to 10fold revenue (around mcap $600 Mill) or around $3. But I'm fine with that, so I can add much more shares monthly. I do not look at afrezza sales before finishing pediatric trial. The real gamechanger for the moment is technosphere. MC has done a very good deal with UTHR. We will see payments from UTHR in August. clinicaltrials.gov/ct2/show/NCT03950739?term=inhaled+treprostinil&recrs=b&rank=4Estimated Study Start Date : August 2019 Estimated Primary Completion Date : May 2020 Estimated Study Completion Date : August 2020 After that, MNKD is free of Deerfield - another proof of good work from MC. MC has no influence on RLS - he's not to blame for that. Dec. dilution was absolut neccessary - if you are in a postion like MC sometimes you have to make very, very unpleasant decisions. As mytakeonit mentioned let's wait for the next CC in patience. Kimi have you seen the deal Arena made with UTHR? 800 million upfront. We have a deal with UTHR I would hardly call it good. But it is a deal which is better than nothing. The rest of your post is expectations, hope and excuses |
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Post by letitride on Jul 6, 2019 12:51:54 GMT -5
The real problem here is to many questions by people already knowing the answers. Its like mental masturbation with out gratification. Learn to Let It Ride!
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Post by cretin11 on Jul 6, 2019 18:23:15 GMT -5
And I still say ... the quarterly CC is coming to a theater near you. But, that's mytakeonit when is the last time we received game changing news at a CC? (serious question, I know it’s happened but it seems long long ago) |
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Post by mnkdfann on Jul 6, 2019 18:46:19 GMT -5
And I still say ... the quarterly CC is coming to a theater near you. But, that's mytakeonit ? (serious question, I know it’s happened but it seems long long ago) I have no such memory. Though I can imagine some people on this forum saying at the time that some news was game changing. |
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Post by sportsrancho on Jul 6, 2019 18:48:01 GMT -5
And I still say ... the quarterly CC is coming to a theater near you. But, that's mytakeonit when is the last time we received game changing news at a CC? (serious question, I know it’s happened but it seems long long ago) Never, if there is news it is PR ahead of time. |
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Post by mytakeonit on Jul 6, 2019 19:32:23 GMT -5
I believe that he will present what has been stated previously. Probably in more detail. I want to hear more about the UTHR deal and Brazil progression. I think the future for MNKD is really bright. So bright that I bought dark glasses.
But, that's mytakeonit ... Oh, I also tripled mytakeonit
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Post by pat on Jul 7, 2019 7:14:17 GMT -5
Remove Mike now and it would be a disaster for the company - which is why this is being stoked by the short side, who want the company to fail.
Let’s leave the guy alone and give him more time.
I guess the collective outrage - a la social media - isn’t reserved for politics or the young. We’re all upset when we don’t get what we want right now!
I continue to buy.
Of course, if this quixotic quest is successful I’m selling and walking away.
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Post by lifebreath on Jul 7, 2019 11:45:17 GMT -5
Remove Mike now and it would be a disaster for the company - which is why this is being stoked by the short side, who want the company to fail. Let’s leave the guy alone and give him more time. I guess the collective outrage - a la social media - isn’t reserved for politics or the young. We’re all upset when we don’t get what we want right now! I continue to buy. Of course, if this quixotic quest is successful I’m selling and walking away. MC is and has been a cash cow for shorts they don’t want to see him go. |
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Post by mnholdem on Jul 7, 2019 16:25:21 GMT -5
Remove Mike now and it would be a disaster for the company - which is why this is being stoked by the short side, who want the company to fail. Let’s leave the guy alone and give him more time. I guess the collective outrage - a la social media - isn’t reserved for politics or the young. We’re all upset when we don’t get what we want right now! I continue to buy. Of course, if this quixotic quest is successful I’m selling and walking away. I would think that whether it’s a disaster would depend on who the replacement would be for the CEO spot. After being hired, Castagna performed admirably in setting up the infrastructure essential for commercializing Afrezza but has floundered as CEO in gaining market penetration. IMO, he does not possess the experience needed and time is running out on Afrezza. |
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Post by golfeveryday on Jul 7, 2019 22:00:00 GMT -5
Remove Mike now and it would be a disaster for the company - which is why this is being stoked by the short side, who want the company to fail. Let’s leave the guy alone and give him more time. I guess the collective outrage - a la social media - isn’t reserved for politics or the young. We’re all upset when we don’t get what we want right now! I continue to buy. Of course, if this quixotic quest is successful I’m selling and walking away. I would think that whether it’s a disaster would depend on who the replacement would be for the CEO spot. After being hired, Castagna performed admirably in setting up the infrastructure essential for commercializing Afrezza but has floundered as CEO in gaining market penetration. IMO, he does not possess the experience needed and time is running out on Afrezza. agree. NRx interest is still there. 300+ every week. They lose almost all of them. Interest won’t continue forever. They have to find traction. |
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