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Post by mnkdfann on Feb 12, 2020 0:59:45 GMT -5
Isn't it obvious? The code wasn't that hard to decipher. Just break the words in the 5th choice up and rearrange them. "No. Actions have already been in place, as communication is nonexistent." "No. Actions have already been in" "place, as" "communication is nonexistent." " communication is n onexistent" " place as" "No. Actions hav e al ready been in" And Cooper rhymes with Hooper, our new board member and Amgen retiree. Got it.  No, I guess I just misrecalled the guy's name (and no one else seemed to notice until now).  |
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Post by letitride on Feb 12, 2020 6:34:15 GMT -5
And I just thought he was drinker to.
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Post by prcgorman2 on Feb 12, 2020 6:44:49 GMT -5
Asking if “this management” deserves to stay could have been an interesting question but it is a flawed interrogative in that it is written in such a way as to lead to an answer the asker has in mind. Proxy material will not use that language. First, it will first be more specific in referring to the members of the board of directors and not the more broad term of “management” which also refers to non-officer executives and middle managers. Second, it will not ask if a board member or C-level executive “deserves to stay”. It will ask a more direct question of whether the person in the position should be elected, or perhaps re-elected.
Perhaps a better way to ask the question for the poll would have been to ask, “Should shareholders decline to support a recommendation by the board to re-elect all existing board members?”
An alternative or corollary question could be, “Should shareholders support election of any of the proposed new board members recommended by Hope For VDEX?”. (Sorry, couldn’t resist being a smart alec. The real question should say HfM or Hope For Mannkind.)
You could also list the existing and proposed new board members and see how the vote turns out. (I’m guessing it would go well for our esteemed mnholdem.)
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Post by sportsrancho on Feb 12, 2020 9:28:42 GMT -5
I’d vote for “Hope for Vdex” because they may end up carrying the ball for Mannkind. #Retention
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Post by longliner on Feb 12, 2020 9:35:26 GMT -5
Oh cool! Did they release some numbers to support that?🤣
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Post by casualinvestor on Feb 12, 2020 10:10:59 GMT -5
Yet another poll with only biased options. How about: "They'll keep on keepin on" or "They're here to stay with moderate growth every year"
It's not like employment can be accurately predicted past 2 years anyway
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Post by slugworth008 on Feb 12, 2020 10:37:51 GMT -5
No need to guess how I voted Im in gold and all. Lets Go! Well I'm a fellow shareholder and after 6/7 years an RS and dilution my patience IS running thin. |
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Post by mannmade on Feb 12, 2020 10:44:59 GMT -5
It’s not the management....marketing message....sales reps...bully shorts and on and on and on. It’s the drug. PATIENTS DONT STAY ON AFREZZA!!!! And why is that, do you think in your opinion? |
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Post by brotherm1 on Feb 12, 2020 11:00:03 GMT -5
I would have thought he would have said insurance is a major factor. I’m guessing he is no longer at MNKD.
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Post by pguererro on Feb 12, 2020 13:56:17 GMT -5
Insurance isn’t great (never will be at 3-4x cost of humalog) but that’s not why pat don’t stay on. Cough, unwillingness to take 1.5-2x their usual raa dose for fear of hypo. Not motivated enough managing there diabetes to take 8-10 inhalation’s a day (they’ve grown accustomed to the tail). It is necessary for tight control to take that many if not more puffs. Same reason ped indication won’t b attractive to kids under 15. Not gonna puff 8-12 times a day. Pumps. I wish I was wrong, but 4 years of truth in the numbers don’t lie. It’s reality. How many weeks, months, quarters, years have to by with dreadful results. How much more investors money is going to be blown on what was supposed to be the holy grail.
I truly truly hope for all the money that has been invested and lost that I am wrong. I hope this thread will be made fun of as a premature judgement in the future. There is just no sign currently that it will be the case.
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Post by prcgorman2 on Feb 12, 2020 14:00:24 GMT -5
*rolls eyes*
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Post by brotherm1 on Feb 12, 2020 14:17:17 GMT -5
Insurance isn’t great (never will be at 3-4x cost of humalog) but that’s not why pat don’t stay on. Cough, unwillingness to take 1.5-2x their usual raa dose for fear of hypo. Not motivated enough managing there diabetes to take 8-10 inhalation’s a day (they’ve grown accustomed to the tail). It is necessary for tight control to take that many if not more puffs. Same reason ped indication won’t b attractive to kids under 15. Not gonna puff 8-12 times a day. Pumps. I wish I was wrong, but 4 years of truth in the numbers don’t lie. It’s reality. How many weeks, months, quarters, years have to by with dreadful results. How much more investors money is going to be blown on what was supposed to be the holy grail. I truly truly hope for all the money that has been invested and lost that I am wrong. I hope this thread will be made fun of as a premature judgement in the future. There is just no sign currently that it will be the case. Well refills have been increasing significantly. Right? Also, I’m curious, when did you leave working for MNKD? Was it on good terms? Are you selling insulin for another company now? |
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Post by ktim on Feb 12, 2020 14:37:39 GMT -5
Insurance isn’t great (never will be at 3-4x cost of humalog) but that’s not why pat don’t stay on. Cough, unwillingness to take 1.5-2x their usual raa dose for fear of hypo. Not motivated enough managing there diabetes to take 8-10 inhalation’s a day (they’ve grown accustomed to the tail). It is necessary for tight control to take that many if not more puffs. Same reason ped indication won’t b attractive to kids under 15. Not gonna puff 8-12 times a day. Pumps. I wish I was wrong, but 4 years of truth in the numbers don’t lie. It’s reality. How many weeks, months, quarters, years have to by with dreadful results. How much more investors money is going to be blown on what was supposed to be the holy grail. I truly truly hope for all the money that has been invested and lost that I am wrong. I hope this thread will be made fun of as a premature judgement in the future. There is just no sign currently that it will be the case. Well refills have been increasing significantly. Right? Also, I’m curious, when did you leave working for MNKD? Was it on good terms? Are you selling insulin for another company now? Has someone presented data showing that refills have changed trajectory vs NRx? Eyeing the graphs we have it doesn't jump out at me. Unfortunately, the spreadsheet I keep tracking sales has always just been revenue, otherwise I'd try to validate that notion. If retention had been a problem and now it's been significantly improved, wouldn't the company want to present this info to shareholders and potential investors? |
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Post by stockwhisperer on Feb 12, 2020 14:56:37 GMT -5
Regarding the voting... someone said that MNKD has 60,000+ shareholders. How many of those know anything about what is going on or who will be on the ballot & why?... How & when will they find out ahead of time?
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Post by pguererro on Feb 12, 2020 14:57:44 GMT -5
Good terms. The way to the hockey stick we’ve all been hoping for is retention. I haven’t seen anything that would classify as “significant” in any sales measure other than cartridges sold. Increase in cartridges sold is good for bottom line and means patients are getting to more therapeutic doses, but if u look at scripts qtr/yr over qtr/yr nothing is significant. If u removed the top 10 Endo Afrezza prescribers nationally tomorrow 90% of the volume would be gone. 10 prescribers are carrying this drug. That’s not a model for growth.
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