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Post by liane on May 12, 2021 15:02:41 GMT -5
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Post by awesomo on May 12, 2021 15:05:12 GMT -5
Afrezza net revenue increased 1% compared to $8.0 million in the first quarter of 2020.  , so much for all this talk about Symphony not reflecting sales.
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Q1
May 12, 2021 15:18:25 GMT -5
Post by mnkdfann on May 12, 2021 15:18:25 GMT -5
Thank goodness for the weakened U.S. dollar from Q1 2020 to Q1 2021, or Mannkind would have missed expectations by more than a bit.
For the first quarter of 2021, the gain on foreign currency translation for insulin purchase commitments denominated in Euros was $3.8 million compared $1.8 million for the first quarter of 2020. The fluctuation was due to the change in the U.S. dollar to Euro foreign exchange rate.
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Post by sportsrancho on May 12, 2021 15:30:25 GMT -5
The definition of credibility is the quality of being trustworthy or believable. The New England Journal of Medicine is an example of a publication with a high degree of credibility. When you tell a lie and get caught, this is an example of when your credibility is damaged..
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Q1
May 12, 2021 16:50:54 GMT -5
via mobile
Post by cretin11 on May 12, 2021 16:50:54 GMT -5
Afrezza net revenue increased 1% compared to $8.0 million in the first quarter of 2020. , so much for all this talk about Symphony not reflecting sales. So did we learn what an accurate “adjustment” percentage is for scripts? I think somebody was speculating it would be 20% or so above what Symphony reports (or did that figure come from MC, I can’t recall). What is the actual adjustment percentage? |
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Post by markado on May 12, 2021 18:52:23 GMT -5
I was one that voiced that IF, based on reported comments from MC that sales to specialty pharma we're not captured in Symphony data, we were selling 20% to Specialty Pharma that our weekly sales numbers could be measurably better. Though I haven't digested the quarterly numbers, from the collective POV, that does not appear to be the case. That's a ding to MC's credibility and transparency, to me. I, too, am disappointed, and expect more.
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bkdmd
Researcher
Posts: 79
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Post by bkdmd on May 12, 2021 19:11:35 GMT -5
I am beyond sick of MC. He is always going to deliver, but never does. He is always going to be more transparent, but never is.
I find it unbelievable that they are going to sponsor a race team again. It worked so well the last time.
MC's number one priority is MC. It isn't selling afrezza and it isn't mnkd. I wonder if he laughs at us for believing ANYTHING he says at this point. I wish I never heard of MC at this point.
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Post by Clement on May 12, 2021 20:37:47 GMT -5
Hail! Hail! The gang's all here!
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Q1
May 12, 2021 21:05:02 GMT -5
via mobile
Post by cretin11 on May 12, 2021 21:05:02 GMT -5
So what exactly was meant by “Symphony isn’t capturing all the sales”?
Markado thanks for the reminder, yours I think was the comment I remembered. And what you said then made sense at the time, based on what we were told by the company. Just trying to figure out the real truth of this now.
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Q1
May 12, 2021 21:17:45 GMT -5
Post by mnkdfann on May 12, 2021 21:17:45 GMT -5
Afrezza net revenue increased 1% compared to $8.0 million in the first quarter of 2020. , so much for all this talk about Symphony not reflecting sales. I don't know how accurate the Symphony script and revenue numbers are, but hopefully they turn out not to be overestimates! |
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Post by sellhighdrinklow on May 12, 2021 21:38:59 GMT -5
I am beyond sick of MC. He is always going to deliver, but never does. He is always going to be more transparent, but never is. I find it unbelievable that they are going to sponsor a race team again. It worked so well the last time. MC's number one priority is MC. It isn't selling afrezza and it isn't mnkd. I wonder if he laughs at us for believing ANYTHING he says at this point. I wish I never heard of MC at this point. I perused your message board comments of 5 or 6 pages. I couldn't find one that was positive in the many posts I read. Thanks for posting. I'll buy more mnkd shares tomorrow! Thanks for being here. |
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Post by awesomo on May 12, 2021 22:40:47 GMT -5
Hail! Hail! The gang's all here! Just call us the Mike pit crew. I wish one of these days he would actually put something together, but alas, it is the same old crap over and over again. Even the most optimistic here can't defend that earnings call/report. Indycar sponsorships, fundraising fireside chats, completely disappointing Afrezza growth, handing out raises and bonuses like candy... |
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Post by uvula on May 12, 2021 23:06:34 GMT -5
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Post by cjm18 on May 12, 2021 23:11:57 GMT -5
Respectively disagree with the negativity.
Q1 20 sales were artificially high due to covid. This was explained in the call and a higher percentage than 1% was given after adjusting 20q1. Label change to fix the dosing will happen before peds approval.
Going concern (backruptcy risk) is being removed. Mc choosing low cost advertising is best even with millions (to spend ) in the bank. Why waste more? Debt structure much improved. Resources to expand the pipeline.
Yes Afrezza sales are disappointing. But the stock price doesn’t care abut afrezza.
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Q1
May 12, 2021 23:26:04 GMT -5
Post by awesomo on May 12, 2021 23:26:04 GMT -5
Straight from the 10Q, in case anyone was wondering how Brazil is doing and why Mike never speaks of it...
In September 2019, the Company delivered its first shipment of Afrezza to Biomm and recorded it as net revenue — commercial product sales for $0.7 million, in advance of the planned launch of the product in Brazil by Biomm. During the second quarter of 2020, the Company sold $0.2 million of product to Biomm. No additional shipments were made to Biomm in 2020 or in the first quarter of 2021.
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, so much for all this talk about Symphony not reflecting sales.
