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Post by georgethenight2 on Feb 9, 2020 5:35:00 GMT -5
Gotta put this out there. Could the efforts by Mike and MNKD be some kind of deliberate and calculated effort to take MNKD private at the lowest possible price or for a competitor to get it even more cheaply than possible? I mean, we have been through so much and the carrot is continually dangled in front of our noses. Literally, management can not be this stupid. How many diabetics REALLY know about Afrezza? Yet, we are rebranding the website? Who knows about Mannkind's involvement with RLS and the canniboid sector? How long has Kendall had to release "veins of gold"? The management has taken the stance that we know better than you, but last time I checked this is a publicly traded company. I want to also go on record that while I give Vdex crap about not releasing numbers, MC and the entire company rebrand the company, while barely anyone knows what their lead and not to mention ONLY product is. At least Bill is doing his. I will additionally state, maybe Cooper is the closer, maybe not, but the 4 candidates elected via Vdex, there is no way the BOD will allow this to happen. Remember, they elected a special committee to "verify" the electability of Bill and the other candidates. I was also of the opinion that some kind of good news is right around the corner, but this is EXACTLY what they want you to believe. Case in point.
Small token buys of stock, probably automatically purchased.
The lack of any dissementation of information. Nobody knows about Afrezza, sorry a small 1 or 2 percent of the entire diabetic community.
The continual flip-flopping with market tactics. CM on TV, Damn Dash, race cars, bill boards, completely inconsistent.
The COMPLETE inability to sell the damn drug, 86 reps, less than 300+/- new rx a week.
Bill has extended his hand to MC, and was smacked down, why? Never wanted anything more than other distributors. As I am lead to believe.
The damn second molecule, no word.
Pipeline...
I just cant believe that a company is literally this incompetent. Thoughts?
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Post by falconquest on Feb 9, 2020 6:13:57 GMT -5
Sabotage? Incompetence? Who knows for sure? Your sentiments are exactly how I felt when I admitted to myself that this company was going nowhere for the foreseeable future. My belief of reaping the rewards of Al Mann's efforts were simply not likely. It's was a sobering thing to admit to myself. It was tough hitting that enter button when I sold but I have never regretted it, not once. There are those here who will laugh and point out all the good things happening, still clinging to that "good news is right around the corner" theory and it will happen right after..........and yet it never happens.
I too wonder about the Kendall situation. What the hell is he doing? This was going to be so easy for him so.......where, what? I can't figure this company out. They seem to be their own worse enemy at times. But just wait for that annual shareholder meeting, the future will be bright with everything clicking along just like clockwork then.......nothing again. If folks want to continue to believe in this company then I wish them the best of luck. I have moved on financially but still follow this board closely. Afrezza has to be the best drug ever invented that never sold, ever. It's just disgraceful.
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Post by georgethenight2 on Feb 9, 2020 7:40:18 GMT -5
Sabotage? Incompetence? Who knows for sure? Your sentiments are exactly how I felt when I admitted to myself that this company was going nowhere for the foreseeable future. My belief of reaping the rewards of Al Mann's efforts were simply not likely. It's was a sobering thing to admit to myself. It was tough hitting that enter button when I sold but I have never regretted it, not once. There are those here who will laugh and point out all the good things happening, still clinging to that "good news is right around the corner" theory and it will happen right after..........and yet it never happens. I too wonder about the Kendall situation. What the hell is he doing? This was going to be so easy for him so.......where, what? I can't figure this company out. They seem to be their own worse enemy at times. But just wait for that annual shareholder meeting, the future will be bright with everything clicking along just like clockwork then.......nothing again. If folks want to continue to believe in this company then I wish them the best of luck. I have moved on financially but still follow this board closely. Afrezza has to be the best drug ever invented that never sold, ever. It's just disgraceful. Good things, supposedly. But, the one thing I cant grasp is how can things inside Mannkind are so damn cheerful, its almost insulting. Looking at LinkedIn, MannKind has begun to roll out its "refreshed MannKind humann values". And under it is a comment from Stuart Tross, it reads " Super excited about these! Generated from input from all of our MannKind colleagues, but future-focused on the culture we need to build to full and best serve our patients and progress on our mission. Fun times. Stuart Tross." Um Stuart, cash is gone in a little under a year you gomer, it is do or die time for you guys. But, ole Stuart, "fun times". Jesus. I bet you get gold star if you can write you own name. This is how are funds are being used. And yet, and still, very few diabetics consider Afrezza an option, because they DONT KNOW it exists! Fun times indeed. |
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Post by letitride on Feb 9, 2020 8:38:04 GMT -5
The only sabotage I would believe would be of my own mind if I believed this while owning shares of Mannkind.
Lets Go!
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Post by sportsrancho on Feb 9, 2020 10:17:41 GMT -5
Good posts a lot of food for thought, my opinion is there is no sabotage, they are not going private, and they are not cheerful, just putting on a happy face.
See Mannkind on LinkedIn thread...
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Sabotage
Feb 9, 2020 10:29:42 GMT -5
via mobile
Post by cjm18 on Feb 9, 2020 10:29:42 GMT -5
Sounds like reasons to sell and move on.
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Post by mnholdem on Feb 9, 2020 11:17:50 GMT -5
I’m of the opinion that if there is sabotage that it’s unintentional. In my opinion the business plan created by the current CEO is bad because it appears to follow the Big Pharma SOP for launching new drugs.
In the right hands, Technosphere Insulin has the potential to disrupt the diabetes treatment industry and, as is the case with all disruptive technology, you must either go big or go home.
MC is afraid to go big and, frankly, doesn’t possess the skill set needed for successfully introducing disruptive medical innovations.
This may sound harsh but MannKind’s current CEO is not a leader. He is a follower.
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Post by morfu on Feb 9, 2020 11:38:42 GMT -5
Sabotage? Incompetence? Who knows for sure? Your sentiments are exactly how I felt when I admitted to myself that this company was going nowhere for the foreseeable future. My belief of reaping the rewards of Al Mann's efforts were simply not likely. It's was a sobering thing to admit to myself. It was tough hitting that enter button when I sold but I have never regretted it, not once. There are those here who will laugh and point out all the good things happening, still clinging to that "good news is right around the corner" theory and it will happen right after..........and yet it never happens. I too wonder about the Kendall situation. What the hell is he doing? This was going to be so easy for him so.......where, what? I can't figure this company out. They seem to be their own worse enemy at times. But just wait for that annual shareholder meeting, the future will be bright with everything clicking along just like clockwork then.......nothing again. If folks want to continue to believe in this company then I wish them the best of luck. I have moved on financially but still follow this board closely. Afrezza has to be the best drug ever invented that never sold, ever. It's just disgraceful. Good things, supposedly. But, the one thing I cant grasp is how can things inside Mannkind are so damn cheerful, its almost insulting. Looking at LinkedIn, MannKind has begun to roll out its "refreshed MannKind humann values". And under it is a comment from Stuart Tross, it reads " Super excited about these! Generated from input from all of our MannKind colleagues, but future-focused on the culture we need to build to full and best serve our patients and progress on our mission. Fun times. Stuart Tross." Um Stuart, cash is gone in a little under a year you gomer, it is do or die time for you guys. But, ole Stuart, "fun times". Jesus. I bet you get gold star if you can write you own name. This is how are funds are being used. And yet, and still, very few diabetics consider Afrezza an option, because they DONT KNOW it exists! Fun times indeed. The numbers are low, but they raise steadily in the last 2 years. The new webpage sucks in my opinion.
However, Mnkd and Afrezza is still strong and I also fin the jump in Tx by 30% last September very interesting. The last quarter will be green thanks to a Milestone payment. Brazil and RLS will create profit. I think Mnkd is still a high risk stock, but I happen to believe in it
But I also have not forgotten the 20% dilute 14month ago, completely unnecessary and a steal of my money in my opinion.
That was fishy and we have to keep a sharp eye on MC and his group!
Being so proud reducing debt.. that was and is wrong in the current situation and I want to know where all these shares went over the last year!
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Post by falconquest on Feb 9, 2020 12:03:07 GMT -5
Good things, supposedly. But, the one thing I cant grasp is how can things inside Mannkind are so damn cheerful, its almost insulting. Looking at LinkedIn, MannKind has begun to roll out its "refreshed MannKind humann values". And under it is a comment from Stuart Tross, it reads " Super excited about these! Generated from input from all of our MannKind colleagues, but future-focused on the culture we need to build to full and best serve our patients and progress on our mission. Fun times. Stuart Tross." Um Stuart, cash is gone in a little under a year you gomer, it is do or die time for you guys. But, ole Stuart, "fun times". Jesus. I bet you get gold star if you can write you own name. This is how are funds are being used. And yet, and still, very few diabetics consider Afrezza an option, because they DONT KNOW it exists! Fun times indeed. The numbers are low, but they raise steadily in the last 2 years. The new webpage sucks in my opinion.
However, Mnkd and Afrezza is still strong and I also fin the jump in Tx by 30% last September very interesting. The last quarter will be green thanks to a Milestone payment. Brazil and RLS will create profit. I think Mnkd is still a high risk stock, but I happen to believe in it
But I also have not forgotten the 20% dilute 14month ago, completely unnecessary and a steal of my money in my opinion.
That was fishy and we have to keep a sharp eye on MC and his group!
Being so proud reducing debt.. that was and is wrong in the current situation and I want to know where all these shares went over the last year!
Profit? You're relying on Biomm and RLS to get us to profitability? You can expect more dilution. I would bank on that. Good luck to you! |
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Post by barnstormer on Feb 9, 2020 12:05:05 GMT -5
I’m of the opinion that if there is sabotage that it’s unintentional. In my opinion the business plan created by the current CEO is bad because it appears to follow the Big Pharma SOP for launching new drugs. In the right hands, Technosphere Insulin has the potential to disrupt the diabetes treatment industry and, as is the case with all disruptive technology, you must either go big or go home. MC is afraid to go big and, frankly, doesn’t possess the skill set needed for successfully introducing disruptive medical innovations. This may sound harsh but MannKind’s current CEO is not a leader. He is a follower. Well said. There are too many things Mike has done that shows his lack of CEO chutzpah. The horrible deals with BIOMM and Cipla. Lack of penetration into Canada and Mexico right accross our borders. Uneccessary dilution and the extension of low ball warrants are among the things that stand out. The rebranding launch before a website with errors and omissions is ready for prime time with important information that was on the last website is embarrasing. Wall Street sees these gaffs and moves on. A qualified CEO candidate would have known that what Afrezza/MNKD needed was not a BAU game plan used by companies with huge budgets and developed a more dynamic strategy. Mike's inability to deliver an inspiring/confident presentation at investor conferences and earnings calls is not worthy of the title and salary of CEO. Rebranding should have started with a new management team. |
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Post by longliner on Feb 9, 2020 12:13:14 GMT -5
Sounds like reasons to sell and move on. How dare you interrupt the Mannkind bash thread! Have you no shame? Please all of you....continue.🤣 |
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Post by letitride on Feb 9, 2020 12:15:20 GMT -5
And the band played on. Lets Go!
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Post by porkini on Feb 9, 2020 12:32:00 GMT -5
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Post by lifebreath on Feb 9, 2020 12:34:04 GMT -5
I’m of the opinion that if there is sabotage that it’s unintentional. In my opinion the business plan created by the current CEO is bad because it appears to follow the Big Pharma SOP for launching new drugs. In the right hands, Technosphere Insulin has the potential to disrupt the diabetes treatment industry and, as is the case with all disruptive technology, you must either go big or go home. MC is afraid to go big and, frankly, doesn’t possess the skill set needed for successfully introducing disruptive medical innovations. This may sound harsh but MannKind’s current CEO is not a leader. He is a follower. I agree with all your points. I posted two years ago that MC was using the big pharma approach to launch Afrezza and it would not work. What I find troubling at this point is the fact Kresa has not done his job as Chairman. He has shown complete indifference to The failure of MC who should have been replaced as soon as it was evident that his TV commercial campaign was a failure. I would fire him now and withhold any severance package and let him fight for it in court if he wants. |
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Post by bthomas55ep on Feb 9, 2020 13:04:12 GMT -5
Tend to agree that MC is sticking to what he knows and using a big pharma rollout style with vastly less resources. That said, slowly but surely the pockets are being found, insurance is slowly getting better, and other initiatives are moving forward (pediatric, uthr, Brazil, rls, etc). Regardless of more dilution which will be required to get to cash flow b/e, even 100 Million more shares, we'd still end up with less shares than pre the 5-1 split. I think Mike is betting on the certainly of the mostly linear growth getting to profitability. From there, the multiple of the share price can take the shape it needs based on the trajectory of things as they come together. With bankruptcy and dilution off the table, the share price can then achieve the levels of peers. Safe, sure footing, and a vision (with dilution) to get to cash flow b/e is the reason I have more shares than I've ever owned and accumulating everything I can under $2 bucks until the opportunity is gone. 400 Million shares plus at FDA approval and $13+ a share if memory serves correctly.
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