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Post by LongMNKD on Sept 15, 2020 12:03:28 GMT -5
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Post by nylefty on Sept 15, 2020 12:47:07 GMT -5
So, we feel pretty good about the strategy we have, which took a few years to get to where we are. But now, with the pipeline moving, international sales moving, Afrezza growing peds, all those revenue drivers start to become very big and you look it over the next three to five years
And then, when the pipeline starts to get to Phase 2, Phase 3, if you're talking $10 million, $20 million, $30 million studies, we'll have the money to fund those at that time. And worst case scenario, you don't, you can always fund those out to third parties, so we’ll find a partner. But our intention is to really continue to move this forward and make this a private company that's growing rapidly over the next decade.
Make this a private company?
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Post by mango on Sept 15, 2020 13:11:09 GMT -5
So, we feel pretty good about the strategy we have, which took a few years to get to where we are. But now, with the pipeline moving, international sales moving, Afrezza growing peds, all those revenue drivers start to become very big and you look it over the next three to five years
And then, when the pipeline starts to get to Phase 2, Phase 3, if you're talking $10 million, $20 million, $30 million studies, we'll have the money to fund those at that time. And worst case scenario, you don't, you can always fund those out to third parties, so we’ll find a partner. But our intention is to really continue to move this forward and make this a private company that's growing rapidly over the next decade. Make this a private company? Did you listen to the audio? I heard some people were having difficulty. Wonder if that was a mistranslation, slip up or the actual plan? Interesting...
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Post by LongMNKD on Sept 15, 2020 13:25:15 GMT -5
As long as it goes private at 10/share
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Post by buyitonsale on Sept 15, 2020 13:31:18 GMT -5
On Mannkind's website the presentation replay works fine, no issues for me. investors.mannkindcorp.com/events/event-details/2020-cantor-global-virtual-healthcare-conferenceCastagna sounded very good today and the questions were all pertinent. TreT filling is on track. Depth of prescribing is improving and we should start seeing that reflected in NRx numbers from older territories. This is the key metric IMO, that can drive Rx numbers up very quickly. They are working on new pipeline assets that hopefully will be announced soon, based on CEO comments... IMO, could be COVID related unless they had some inquiry from industry to test a brand new molecule... Take a listen, one of the better presentations by Castagna.
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Post by LongMNKD on Sept 15, 2020 13:46:13 GMT -5
Around 28:30 he does indeed say "make this a private company" Hmm...
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Post by Clement on Sept 15, 2020 13:57:52 GMT -5
Around 28:30 he does indeed say "make this a private company" Hmm... Well, that's one way to get away from the share price manipulators.
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Post by gamblerjag on Sept 15, 2020 14:16:59 GMT -5
So, we feel pretty good about the strategy we have, which took a few years to get to where we are. But now, with the pipeline moving, international sales moving, Afrezza growing peds, all those revenue drivers start to become very big and you look it over the next three to five years
And then, when the pipeline starts to get to Phase 2, Phase 3, if you're talking $10 million, $20 million, $30 million studies, we'll have the money to fund those at that time. And worst case scenario, you don't, you can always fund those out to third parties, so we’ll find a partner. But our intention is to really continue to move this forward and make this a private company that's growing rapidly over the next decade. Make this a private company? Did you listen to the audio? I heard some people were having difficulty. Wonder if that was a mistranslation, slip up or the actual plan? Interesting... probably just meant… Go it alone…
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Post by bthomas55ep on Sept 15, 2020 14:21:36 GMT -5
Around 28:30 he does indeed say "make this a private company" Hmm... I believe he actually says to make this a "thriving" company. However, if private equity would like to have it, they can have all my shares for $50. :-)
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Post by LongMNKD on Sept 15, 2020 14:33:26 GMT -5
Around 28:30 he does indeed say "make this a private company" Hmm... I believe he actually says to make this a "thriving" company. However, if private equity would like to have it, they can have all my shares for $50. :-) Yes.. on second listen i think you're right
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Post by nylefty on Sept 15, 2020 14:40:57 GMT -5
I believe he actually says to make this a "thriving" company. However, if private equity would like to have it, they can have all my shares for $50. :-) Yes.. on second listen i think you're right That makes much more sense than "private." I haven't listened to the audio - was just going by the transcript.
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Post by sportsrancho on Sept 15, 2020 15:29:25 GMT -5
He could not have meant private!!! there’s absolutely no way in my opinion. I’ll listen to it when I can.
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Post by mango on Sept 15, 2020 16:00:27 GMT -5
Several people are telling me they think he said “thriving”
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Post by neil36 on Sept 15, 2020 16:41:23 GMT -5
I just listened to it and he says “thriving”. His lip movement doesn’t come anywhere close to pronouncing “private”. And in context, he just finished painting a picture of multiple growing revenues streams which could eventually fund larger studies, which in turn would lead to more growth.
The Seeking Alpha transcript incorrectly says “private”.
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Post by babaoriley on Sept 15, 2020 16:42:55 GMT -5
Several people are telling me they think he said “thriving” I thought he said “bumbling,” but my hearing’s not so good and my brain tends to edit. And that can't be right, cuz they are already that!
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