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Post by kite on Jun 17, 2020 16:00:55 GMT -5
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Post by seanismorris on Jun 17, 2020 18:48:55 GMT -5
I normally ignore these, but not this time. Insider buying is a tell. It’s a “legitimate” form of insider trading... Hopefully, they’ll tell us something to support the run up in price this week.
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Post by boytroy88 on Jun 18, 2020 8:02:29 GMT -5
Waiting on matt to chime in about this. In the past when MNKD attended this type of conference it's usually to solicit funds and there was always some sort of dilution. Will it be the same this time?
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Post by porkini on Jun 24, 2020 11:16:24 GMT -5
I've got audio - MC is 11-12 slides into presentation. I got into it late, about the 6th slide.
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Post by porkini on Jun 24, 2020 11:22:11 GMT -5
Sounded like MC said "we recently lost a specialty pharmacy but are working on a new one"?
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Post by porkini on Jun 24, 2020 11:23:56 GMT -5
5 analysts - 2 buy, 2 outperform, 1 overweight
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Post by porkini on Jun 24, 2020 11:27:09 GMT -5
"Thing that slows Afrezza down is just capital, if we had 200 reps we could do better..." paraphrase
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Post by porkini on Jun 24, 2020 11:29:19 GMT -5
"David Kendall just joined 2 years ago and it takes time to get data out there but it is beginning to happen..." paraphrase
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Post by boytroy88 on Jun 24, 2020 11:30:18 GMT -5
Looks like he's tanking the stock..
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Post by awesomo on Jun 24, 2020 11:32:07 GMT -5
This presentation is awful.
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Post by porkini on Jun 24, 2020 11:33:36 GMT -5
My connection has been having a problem. Much of what I heard after coming in about a third through the presentation sounded like more of the ASM.
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Post by wyattdog on Jun 24, 2020 11:37:19 GMT -5
great presentation
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Post by porkini on Jun 24, 2020 11:37:20 GMT -5
There's a GAAP to Non-GAAP Reconciliations slide after the "Thank You" slide at the very end. Just FYI.
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Post by porkini on Jun 24, 2020 11:38:38 GMT -5
Middle of the road presentation, ranges from awful to great!
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Post by esstan2001 on Jun 24, 2020 11:39:11 GMT -5
Q's-
2 years to get packaging correct like that was the big issue dose clarity- wish they never were close in units; should have changed that to never intend correlation data publication taking time.. getting sci data out there managed care access..
MC relaunched many prods, this one his hardest
How to bend growth curve? T2 focus takes much work and $.
Focus on T1, patient care, etc effects to b seen Q3, we R excited, should see break in curve.
How Technosphere differ & benefit patients? Unique, 1k patents
slower powder propagation so can deliver / release deep into lung less side effect, less dosage Migraine, dph
UTH collaboration future?
right partner, mkt leader, convert patient base to new inhaled product long history between founders, Al helped save Martine's daughter(?) Trepostinil... exciting
Cash burn, pandemic impact? Salary / bonus cuts, PPP 4.9M
Q4 another milestone, CoH should be OK for 2020 into 21 what investments? sales force, telemed, patient hub
What catalysts? aug /sept data sets ADA UT pres in an hour.. filing for Tre-T R&D pipeline, another partner migraine dosing work.. other collaborations grow faster Afrez sales
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