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Post by cretin11 on Jan 8, 2022 18:29:15 GMT -5
prc with all due respect, the one doing most of the bellyaching is you. People posting critical analysis is just that, analysis. But you’re allowed to keep bellyaching, it’s your prerogative. But please stick to the facts when it comes to claims about the company.
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Post by sweedee79 on Jan 8, 2022 18:35:44 GMT -5
OMG.. I think some here want to look at things objectively.. the good and the bad.. when everything is painted positively because someone chooses to ONLY see things in a positive light can be misleading..
"Dr. Castagna" has made many many mistakes... iMO!! That doesn't mean I am ready to give up all hope.. Someone's frustrations are perfectly understandable when it comes to this investment..
I have no idea what Mike is doing with a seat on Thirona BOD. I do hope it's a good move.. The truth is we just don't know.. We can all agree that Thirona isn't a huge deal.. and according to the share price.. the market agrees..
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Post by cretin11 on Jan 8, 2022 19:16:10 GMT -5
Well said (and more politely than I did) sweedee!
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Post by prcgorman2 on Jan 9, 2022 11:02:38 GMT -5
When a company performs well, thank the management. When a company tanks, thank the management.
People get confused about management and politicians. They aren’t delegates, they’re trustees.
If a move is made and you can’t tell how good or how bad it is, try being patient. it will reveal itself eventually.
I acknowledged that Mike’s performance hasn’t been flawless, but whose performance ever is? Name one well-known or famous person or executive, private or public sector whose career never included a less-than-perfect choice. That person doesn’t exist. The reason I find myself defending Dr. Castagna is because I feel much of the criticism he receives is unfair. Even the December surprise was understandable. The market was taking a nose dive and it wasn’t clear where it would end. It turned out it was a bad choice.
When your whole job is taking information in from a firehose and then making decisions, you’re going to get it wrong every once in awhile. Is Thirona one of those? Who has the information to be able to tell the futture with certainty? Um, nobody, not even Mannkind BoD. Like I said, these are measured moves. Have some faith (or maybe just bail). There is no sense living in misery if you can just cash in your chips and move on to something that brings more joy or at least less distress.
As far as we know, Thirona isn’t a big risky deal. Now, if it turns out that MNKD paid some astronomically high price for Thirona, blast away. Even then, understand that cystic fibrosis is a very nasty disease and effective therapeutics will be very valuable. Look at how much value there is for therapeutics that can help with COVID. Being able to breathe is a BFD.
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Post by RainbowUnicorn on Jan 9, 2022 14:27:02 GMT -5
When a company performs well, thank the management. When a company tanks, thank the management. People get confused about management and politicians. They aren’t delegates, they’re trustees. If a move is made and you can’t tell how good or how bad it is, try being patient. it will reveal itself eventually. I acknowledged that Mike’s performance hasn’t been flawless, but whose performance ever is? Name one well-known or famous person or executive, private or public sector whose career never included a less-than-perfect choice. That person doesn’t exist. The reason I find myself defending Dr. Castagna is because I feel much of the criticism he receives is unfair. Even the December surprise was understandable. The market was taking a nose dive and it wasn’t clear where it would end. It turned out it was a bad choice. When your whole job is taking information in from a firehose and then making decisions, you’re going to get it wrong every once in awhile. Is Thirona one of those? Who has the information to be able to tell the futture with certainty? Um, nobody, not even Mannkind BoD. Like I said, these are measured moves. Have some faith (or maybe just bail). There is no sense living in misery if you can just cash in your chips and move on to something that brings more joy or at least less distress. As far as we know, Thirona isn’t a big risky deal. Now, if it turns out that MNKD paid some astronomically high price for Thirona, blast away. Even then, understand that cystic fibrosis is a very nasty disease and effective therapeutics will be very valuable. Look at how much value there is for therapeutics that can help with COVID. Being able to breathe is a BFD.  |
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Post by RainbowUnicorn on Jan 14, 2022 18:04:13 GMT -5
Will Thirona Bio's relationship with MannKind and recent findings about CBD and COVID treatment be an opportunity for Thirona Bio to expand their pharmaceutical footprint? Thoughts? www.ncbi.nlm.nih.gov/pmc/articles/PMC7987002/ |
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Post by peppy on Jan 14, 2022 18:16:47 GMT -5
Will Thirona Bio's relationship with MannKind and recent findings about CBD and COVID treatment be an opportunity for Thirona Bio to expand their pharmaceutical footprint? Thoughts? www.ncbi.nlm.nih.gov/pmc/articles/PMC7987002/Cannabidiol Inhibits SARS-CoV-2 Replication and Promotes the Host Innate Immune Response I love it. I see the humor. We had the cure all along. A study, how many people admitted for SARS2 COVID19 had THC positive urine or blood? Should be a easy retrospective, if the tests were ordered. It could still be done. Dip the stick. |
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Post by falconquest on Jan 14, 2022 22:32:39 GMT -5
When a company performs well, thank the management. When a company tanks, thank the management. People get confused about management and politicians. They aren’t delegates, they’re trustees. If a move is made and you can’t tell how good or how bad it is, try being patient. it will reveal itself eventually. I acknowledged that Mike’s performance hasn’t been flawless, but whose performance ever is? Name one well-known or famous person or executive, private or public sector whose career never included a less-than-perfect choice. That person doesn’t exist. The reason I find myself defending Dr. Castagna is because I feel much of the criticism he receives is unfair. Even the December surprise was understandable. The market was taking a nose dive and it wasn’t clear where it would end. It turned out it was a bad choice. When your whole job is taking information in from a firehose and then making decisions, you’re going to get it wrong every once in awhile. Is Thirona one of those? Who has the information to be able to tell the futture with certainty? Um, nobody, not even Mannkind BoD. Like I said, these are measured moves. Have some faith (or maybe just bail). There is no sense living in misery if you can just cash in your chips and move on to something that brings more joy or at least less distress. As far as we know, Thirona isn’t a big risky deal. Now, if it turns out that MNKD paid some astronomically high price for Thirona, blast away. Even then, understand that cystic fibrosis is a very nasty disease and effective therapeutics will be very valuable. Look at how much value there is for therapeutics that can help with COVID. Being able to breathe is a BFD. The problem with Mike is not a micro issue. It's a macro issue. Mike was supposed to be the marketing guy who would lead Afrezza to the marketplace. He hasn't done that, not even a little bit. So defend him all you want on the micro decisions. On the broader topic of selling Afrezza, he has failed. |
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Post by falconquest on Jan 14, 2022 22:35:18 GMT -5
Will Thirona Bio's relationship with MannKind and recent findings about CBD and COVID treatment be an opportunity for Thirona Bio to expand their pharmaceutical footprint? Thoughts? www.ncbi.nlm.nih.gov/pmc/articles/PMC7987002/Cannabidiol Inhibits SARS-CoV-2 Replication and Promotes the Host Innate Immune Response I love it. I see the humor. We had the cure all along. A study, how many people admitted for SARS2 COVID19 had THC positive urine or blood? Should be a easy retrospective, if the tests were ordered. It could still be done. Dip the stick. Hey man, I never got covid you know? Now where did I put my lighter? Wait minute, it was just here.....  |
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Post by prcgorman2 on Jan 14, 2022 22:37:48 GMT -5
The problem with Mike is not a micro issue. It's a macro issue. Mike was supposed to be the marketing guy who would lead Afrezza to the marketplace. He hasn't done that, not even a little bit. So defend him all you want on the micro decisions. On the broader topic of selling Afrezza, he has failed. Horse hockey. Look at what Afrezza revenue was before Mike took over and look at it now during the worst pandemic in 100 years. His job wasn’t just to sell Afrezza. He’s the CEO of a pipeline company. The reason the share price has increased materially in the last 18 months is because of Mike’s moves and the majority of analysts have maintained a BUY rating with targets in the $6 range. |
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Post by peppy on Jan 14, 2022 22:42:21 GMT -5
Cannabidiol Inhibits SARS-CoV-2 Replication and Promotes the Host Innate Immune Response I love it. I see the humor. We had the cure all along. A study, how many people admitted for SARS2 COVID19 had THC positive urine or blood? Should be a easy retrospective, if the tests were ordered. It could still be done. Dip the stick. Hey man, I never got covid you know? Now where did I put my lighter? Wait minute, it was just here.....  You put down your lighter? you are a novice. |
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Post by sportsrancho on Jan 15, 2022 12:37:45 GMT -5
The inability to sell Afrezza isn’t a Mike specific problem. You’d have to train the lead Endo’s all across the United States, and they’d have to be willing to be trained …on the correct dosage and inhalation. They don’t get compensated for that time.
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Post by veritasfiliatemporis on Jan 15, 2022 15:43:54 GMT -5
The problem with Mike is not a micro issue. It's a macro issue. Mike was supposed to be the marketing guy who would lead Afrezza to the marketplace. He hasn't done that, not even a little bit. So defend him all you want on the micro decisions. On the broader topic of selling Afrezza, he has failed. Hmmm Piggy Piggy... |
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Post by MnkdWASmyRtrmntPlan on Jan 15, 2022 16:06:51 GMT -5
... I acknowledged that Mike’s performance hasn’t been flawless, but whose performance ever is? Name one well-known or famous person or executive, private or public sector whose career never included a less-than-perfect choice. That person doesn’t exist. The reason I find myself defending Dr. Castagna is because I feel much of the criticism he receives is unfair. ... Lets get this straight. That criticism is not unfair. MC wasted many tens of millions of dollars in his Sales and Marketing experiments and most importantly, YEARS of precious time for his startup company that needed to start making money ASAP. In fact, he almost bankrupted the company. Why? Because he was too stubborn and arrogant to understand how Afrezza needs to be dosed/titrated. He became CEO in March, 2016, so that is going on 6 years. It was about a year ago that he finally announced that he understood that Afrezza needs to be dosed higher than he has been recommending. We all knew that years before that. For FIVE YEARS!!! MC was the CEO at the helm of MNKD driving the ship in the wrong direction. WHY? Because that is what Bill had been saying for all those years and MC was too stubborn and arrogant to accept that fact that Bill was right. And when MC finally did admit that Afrezza needs to be dosed higher, he announced it like as though it was his brilliant discovery. IMHO, MC is the anchor that MNKD dragged for his first 5 years in his term. Sure, convincing Endocrinologists to learn how to dose Afrezza is a challenge, but you will be a certain failure at that job if you give the Endo's the wrong advice. On March 21, 2016, MNKD was at $10.55 in today's terms (i.e., post split). So, in almost 6 years, MC has taken SP from $10.55 down to 88 cents, and now is not even $4.00. You can't pick some arbitrary point along the timeline and say that MC has tripled the SP in that time. Sure, it was down to 88 cents and now it is almost $4.00. But, when MC became CEO, it was $10.55. THAT's the only number that can be used to measure MC's performance as CEO, and the fact is that the SP is less than half what it was when he became CEO. So, for the past 6 years ... HE HAS BEEN A FAILURE!!! |
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Post by veritasfiliatemporis on Jan 15, 2022 16:23:17 GMT -5
I understand we "Partnership With Thirona Bio" to promote Afrezza...otherwise why you " piggy piggy bis " use this thread to attack MC?
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