|
|
Post by stockwhisperer on Apr 29, 2021 15:13:10 GMT -5
Below is is a copy of the email I sent to Michael Castagna this morning, along w/the response I received from him. For those interested, this might be a good opportunity to send questions, well in advance and get the answers from the source, during the May 20th Stockholder’s Meeting. Questions can be sent to the attention of Michael Castagna and Rose Alinaya at the following email addresses.
mcastagna@mannkindcorp.com
ir@mannkindcorp.com
contactmannkindcorp.com
Hi Mike,
Hope you are doing well. We are excited about where MNKD is headed and thank you & your team for all that is being done to bring continued shareholder value. Looking forward to the Annual Meeting of Stockholders, coming up on May 20th. I know there is usually a Q&A session but last year, it seemed a little rushed. Was hoping there might be more time for a q&a this year. Wondering if, in addition to taking questions during the meeting, some questions for consideration could be submitted, in advance. If so, please email back w/the details of what info needs to be included w/questions and where to send them. Many thanks!
Response:
“I am doing well and we survived the COIVD black hole of time! We would love to have questions in advance that we can answer and we were in no rush last year that I recall...I think COVID and being virtual was a first for many of us. Please send your questions to Rose our head of Investor Relations and myself and we will do our best to answer them. Hope you are well.
Mike”
|
|
|
|
Post by morfu on Apr 29, 2021 16:36:21 GMT -5
Below is is a copy of the email I sent to Michael Castagna this morning, along w/the response I received from him. For those interested, this might be a good opportunity to send questions, well in advance and get the answers from the source, during the May 20th Stockholder’s Meeting. Questions can be sent to the attention of Michael Castagna and Rose Alinaya at the following email addresses. mcastagna@mannkindcorp.com ir@mannkindcorp.com contactmannkindcorp.com Hi Mike, Hope you are doing well. We are excited about where MNKD is headed and thank you & your team for all that is being done to bring continued shareholder value. Looking forward to the Annual Meeting of Stockholders, coming up on May 20th. I know there is usually a Q&A session but last year, it seemed a little rushed. Was hoping there might be more time for a q&a this year. Wondering if, in addition to taking questions during the meeting, some questions for consideration could be submitted, in advance. If so, please email back w/the details of what info needs to be included w/questions and where to send them. Many thanks! Response: “I am doing well and we survived the COIVD black hole of time! We would love to have questions in advance that we can answer and we were in no rush last year that I recall...I think COVID and being virtual was a first for many of us. Please send your questions to Rose our head of Investor Relations and myself and we will do our best to answer them. Hope you are well. Mike” Hmm, well one question could about money .. what are they planning to do with the new cash and can we expect a dilution in 2026 for that $230mil convertibles.
|
|
|
|
Post by sportsrancho on Apr 30, 2021 15:44:19 GMT -5
My question is since symphony no longer reports the correct script numbers ( I realize that will show up in the revenue ) but where/who are those scripts going to?
|
|
|
|
Post by nylefty on Apr 30, 2021 15:51:08 GMT -5
My question is since symphony no longer reports the correct script numbers ( I realize that will show up in the revenue ) but where/who are those scripts going to? Eagle Pharmacy, which gets most of the "specialty pharmacy" orders that Mike talks about. Eagle sales are not reported by Symphony. MannKind sells Afrezza directly to Eagle, cutting out the middlemen.
|
|
|
|
Post by sportsrancho on Apr 30, 2021 16:00:11 GMT -5
My question is since symphony no longer reports the correct script numbers ( I realize that will show up in the revenue ) but where/who are those scripts going to? Eagle Pharmacy, which gets most of the "specialty pharmacy" orders that Mike talks about. Eagle sales are not reported by Symphony.
Oh OK I thought Mike was talking about a different program.. we/Vdex send people to eagle pharmacy also. |
|
|
|
Post by nylefty on Apr 30, 2021 16:39:52 GMT -5
Eagle Pharmacy, which gets most of the "specialty pharmacy" orders that Mike talks about. Eagle sales are not reported by Symphony.
Oh OK I thought Mike was talking about a different program.. we/Vdex send people to eagle pharmacy also. And therefore any scripts written by Vdex providers and filled by Eagle would not show up in the Symphony numbers. |
|
|
|
Post by sportsrancho on Apr 30, 2021 17:06:55 GMT -5
Right
|
|
|
|
Post by agedhippie on May 1, 2021 10:02:50 GMT -5
Oh OK I thought Mike was talking about a different program.. we/Vdex send people to eagle pharmacy also. And therefore any scripts written by Vdex providers and filled by Eagle would not show up in the Symphony numbers. But what you can do is use the Symphony numbers as a guide and allow for a discount to cover the Eagle numbers. That is what I do, but if the Eagle numbers are increasing rapidly as a percentage of sales then that discount will lead to an underestimate. |
|
|
|
Post by sportsrancho on May 1, 2021 10:23:09 GMT -5
There’s also Kaiser and Brazil..
|
|
|
|
Post by kenken on May 1, 2021 11:29:02 GMT -5
I sent the question to Michael asking when, whether or how, he will be able to have his confidence or capable of recovering my $50,000 investment of $5.20 par shares on May 1, 2015. I got no answer yet, maybe he is too busy or shams to answer it.
|
|
|
|
Post by uvula on May 1, 2021 12:15:30 GMT -5
I sent the question to Michael asking when, whether or how, he will be able to have his confidence or capable of recovering my $50,000 investment of $5.20 par shares on May 1, 2015. I got no answer yet, maybe he is too busy or shams to answer it. Or maybe he is smart enough to ignore certain questions. Did you honestly expect him to be able to provide an answer? |
|
|
|
Post by mymann on May 1, 2021 12:39:29 GMT -5
I want to ask Mike about UTHR spending $105 million to accurate review of Tyvaso DPI through FDA. Is that a bribe to FDA? WTF, if drugs are good enough for reviews why FDA charging that amount for place the drug in front of the line for reviews? Is it a bribe?
|
|
|
|
Post by uvula on May 1, 2021 12:45:27 GMT -5
I want to ask Mike about UTHR spending $105 million to accurate review of Tyvaso DPI through FDA. Is that a bribe to FDA? WTF, if drugs are good enough for reviews why FDA charging that amount for place the drug in front of the line for reviews? Is it a bribe? Another question Mike can't answer. By the way, the money went to the company that sold the "fast review" card to uthr. The whole fast review program is odd but it is run by the fda not Mike. |
|
|
|
Post by wyattdog on May 1, 2021 13:38:11 GMT -5
Drug Makers Buy Pricey Vouchers to Speed Products to Market Nov. 1, 2015 7:40 pm ET
AbbVie, Sanofi are among those paying large sums for ‘priority review’ at FD There is a new price surge in the pharmaceutical industry—not for medications, instead for a limited number of government-issued vouchers that drug makers, including AbbVie Inc. and Sanofi SA, are buying to speed products to market.
Legal provisions enacted in 2007 and 2012 require the U.S. Food and Drug Administration to issue “priority review vouchers” as rewards to developers of drugs for rare pediatric conditions or tropical diseases, such as malaria. Congress intended the vouchers to encourage more research into underfunded diseases. Companies receive them when the FDA approves their drug for sale and can redeem them to speed FDA consideration of a subsequent drug for any disease.
The vouchers require the FDA to shorten its decision deadline to six months from the standard 10 months—potentially giving companies an extra four months’ worth of sales. The voucher doesn’t guarantee the FDA will approve the drug.
Because companies can also sell the vouchers, a lucrative secondary market has emerged. AbbVie agreed in August to pay $350 million for a voucher from United Therapeutics Corp. , which received it for developing a pediatric cancer treatment.
|
|
|
|
Post by mymann on May 1, 2021 16:50:15 GMT -5
So when I go to DMV and take a number to be served, I can sell my ticket and make some $ while I'm getting my license. I didn't know that. Thanks for educating me in our wonderful system.
|
|
