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Post by brotherm1 on Aug 11, 2019 21:27:28 GMT -5
So with MNKD shareholders being about 50% of the shareholders and institutions generally avoiding stocks less than $3 and $5; seems to me we need new retail investors. It also seems to me our share price was way much better when we were seeing regular TV news clips and numerous articles about Afrezza and MNKD. They seem to be very few and very far in between now. What caused and what happened with the TV news feeds and articles? How do we get retail to take notice?
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Post by prcgorman2 on Aug 11, 2019 23:13:59 GMT -5
How soon do. you need them? I think investors are attracted to businesses which are executing against their business plan showing QoQ and YoY positive results more than they are news clips and articles. Some not very saavy investors maybe, but do you want them in and out or buy and hold? You might want to check out the WTF thread for the few posts from Stevil and Matt to get a sense of how quickly things are going to move on the Afrezza marketing (and the stock price).
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Post by longliner on Aug 12, 2019 3:22:03 GMT -5
Ok, I'll buy at dawn!
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Post by sportsrancho on Aug 12, 2019 5:27:24 GMT -5
You get another drug that sells.
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Post by brotherm1 on Aug 12, 2019 6:54:54 GMT -5
How soon do. you need them? I think investors are attracted to businesses which are executing against their business plan showing QoQ and YoY positive results more than they are news clips and articles. Some not very saavy investors maybe, but do you want them in and out or buy and hold? You might want to check out the WTF thread for the few posts from Stevil and Matt to get a sense of how quickly things are going to move on the Afrezza marketing (and the stock price). So you’re saying investors like us that bought to hold are dumb asses. Oh. |
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Post by brotherm1 on Aug 12, 2019 6:56:56 GMT -5
“How soon do you need them?”. ? ? ? ?
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Post by brotherm1 on Aug 12, 2019 6:57:17 GMT -5
OMG. Beam me up Scotty
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Post by peppy on Aug 12, 2019 8:04:36 GMT -5
So with MNKD shareholders being about 50% of the shareholders and institutions generally avoiding stocks less than $3 and $5; seems to me we need new retail investors. It also seems to me our share price was way much better when we were seeing regular TV news clips and numerous articles about Afrezza and MNKD. They seem to be very few and very far in between now. What caused and what happened with the TV news feeds and articles? How do we get retail to take notice? The minute that MNKD/Afrezza starts to make money, this stock will fly, as in investors will appear magically and rapidly. The only reason MNKD stock is at this price is all who have touched it long have been burned unless they held for only days. I believe MNKD/Afrezza is being watched carefully by the industry. What other medication do users post and say good thing about? Don't say cannabis. I see no one talking about how good their subq fast acting insulin is. Rather, I see posts about how difficult RAA are to manage and how to manage fast acting subq insulin as shown on CGM's on the Dexcom site. http://instagram.com/p/B1CoqKoB6Er Afrezza, 12 mlns to first; peak effect 35 mins. Baseline 90 mins. Fiasp. 20 mins 91 mins. 5 hours. |
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Post by uvula on Aug 12, 2019 8:16:50 GMT -5
Does "my site came out" mean he was on a pump? If so it sounds like his blood sugar is usually under okay control without afrezza when his pump is working properly.
Still, it is nice to see this post even if it isn't a home run. (I hope you like the clever baseball analogy.)
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Post by peppy on Aug 12, 2019 8:20:42 GMT -5
Does "my site came out" mean he was on a pump? If so it sounds like his blood sugar is usually under okay control without afrezza when his pump is working properly. Still, it is nice to see this post even if it isn't a home run. (I hope you like the clever baseball analogy.) he seems to have just found Afrezza. his page, T1D 🍗THE online dietitian who helps transform your body and blood sugars while you eat more He doesn't know, "afrezza, inulin human, not just for corrections any more" Heh. He tried it, he likes it. |
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Post by olebob1 on Aug 12, 2019 8:28:00 GMT -5
So with MNKD shareholders being about 50% of the shareholders and institutions generally avoiding stocks less than $3 and $5; seems to me we need new retail investors. It also seems to me our share price was way much better when we were seeing regular TV news clips and numerous articles about Afrezza and MNKD. They seem to be very few and very far in between now. What caused and what happened with the TV news feeds and articles? How do we get retail to take notice? The minute that MNKD/Afrezza starts to make money, this stock will fly, as in investors will appear magically and rapidly. The only reason MNKD stock is at this price is all who have touched it long have been burned unless they held for only days. I believe MNKD/Afrezza is being watched carefully by the industry. What other medication do users post and say good thing about? Don't say cannabis. I see no one talking about how good their subq fast acting insulin is. Rather, I see posts about how difficult RAA are to manage and how to manage fast acting subq insulin as shown on CGM's on the Dexcom site. http://instagr.am/p/B1CoqKoB6Er Afrezza, 12 mlns to first; peak effect 35 mins. Baseline 90 mins. Fiasp. 20 mins 91 mins. 5 hours. He has 16,700 followers. Nice! |
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Post by prcgorman2 on Aug 12, 2019 10:52:48 GMT -5
“How soon do you need them?”. ? ? ? ? I sense anxiety.
My point was to consider input from other posters, specifically Stevil and Matt in the WTF thread. to integrate information they provided into your frame of reference around your expectations on improving sales of Afrezza and the corresponding timing and effect on MNKD stock price. In a nut shell I'm trying to say nicely that quick hitter solutions don't exist and if you think they do you are going to be disappointed. I will be delighted to be proven wrong. I've been buying and holding since 2013 before the Advisory Committee, before FDA approval, through the Sanofi perfidy, and through the 1:5 reverse split. I used to think quick hitter solutions existed and Mannkind management had just not sufficiently explored them. I was wrong. The TV DTC advertising early this year failed to make a measurable impact on weekly TRx. This fact coupled with information in the posts from Stevil and Matt in the WTF thread last week convinced me that what I had been told by that <expletive deleted> poster "Frag/Dumper Humper" on Yahoo! message board over 3 years ago was largely correct even if it was rude. His main points were that the results of the FDA-designed trial after the 2nd CRL showed that Afrezza was not superior to RAA insulin. (This is not surprising since the FDA clearly didn't want to approve Afrezza or there would not have been an Advisory Committe so they configured the trial accordingly). Further, that the black box warning on the label was a big damn deal for a number of reasons including restrictions on what content can be in an advertisement being one, and restrictions on what a Mannkind salesperson can say about Afrezza being another. The label hamstrings pitching the product to wary PCPs and Endos who are satisfied they're currently doing a good job with what they know and do today. Afrezza is not well-covered by insurers, and it costs a premium. Frag's prediction was Afrezza was not going to sell very well. And, his/those condemnations line up with observable, measurable, facts. All that said, Mannkind has been performing brilliantly (ignoring the unfortunately timed December 2018 dilution) for about 3 years now. But, that's not saying too much because Mannkind has had few resources (time, labor, cash) and huge hurdles and challenges; debt coming due not least among them. The most recent refinancing of debt helps kick the can down the road and provide much needed cash with minor dilutive impact. That's maybe not huge, but it is important
The current management has been putting pieces in place as quickly as resources permit and the biggest piece, in my mind, is not retention, it is not advertising and awareness, it is UTHR TreT milestones last year and this year and Tyvaso royalties which may begin late next year. The other UTHR undisclosed molecule milestone(s) are important too. Alongside that, the slowly and steadily increasing revenues from sales of Afrezza (and the recent improvement in insulin costs) help stretch the limited cash Mannkind has to work with.
There are important studies going on now which should helpfully influence prescribers to be less reluctant and the pediatric trial is prominent in that regard. Beyond that, a full-scale superiority trial is not out of the question assuming the resources (mostly money) can be made available and I speculate that is maybe 2 or 3 years away but it is an uninformed guess only. A full-scale superiority trial is not a quick-hitter item, but I am now convinced it is the final piece to the marketing puzzle of unlocking Afrezza's value. The bottom-line is cash runway has increased thanks to milestones, slowly increasing revenue from Afrezza, and decreased costs of goods sold so you should hopefully see minor improvements in stock price in the near term, but solid growth in stock price will be further out (is my guess). MK called it the "slow grind up". I think almost everything MK says is likely to be proven wrong (as usual), but here we agree. |
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Post by brotherm1 on Aug 12, 2019 13:27:15 GMT -5
blah blah blah blah blah
I don’t care about Matt and Stevil’s posts. Matt and Stevil. Matt and Stevil, Matt and Stevil....
The title of this thread is investors needed and I asked how do we get the attention of more retail investors as about 50% of shares are owned by retail. This is what we need to get the share price up so we can raise needed money for better marketing and studies at a lower cost. Get it?
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Post by awesomo on Aug 12, 2019 13:35:58 GMT -5
The share price has languished in a slow downward bleed/purgatory for almost half a year, you cannot expect retail investors to turn this around and get the share price up. No amount of testimonials, Seeking Alpha articles, message board posts, etc. will accomplish this.
Management has to change the market makers' minds, that's the only thing that will shift course. Right now, Wall Street doesn't give a crap about fluff PRs, extending runways, new marketing campaigns, slide decks, etc.; all they care about is if and when the revenue starts coming in at a much higher rate. If this happens, the share price will increase and the retail investors will follow and continue the momentum. There is no point about worrying about retail investors right now.
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Post by ktim on Aug 12, 2019 13:36:17 GMT -5
blah blah blah blah blah I don’t care about Matt and Stevil’s posts. Matt and Stevil. Matt and Stevil, Matt and Stevil.... The title of this thread is investors needed and I asked how do we get the attention of more retail investors as about 50% of shares are owned by retail. This is what we need to get the share price up so we can raise needed money for better marketing and studies at a lower cost. Get it? We really need actively managed institutional investors. |
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