MNKD Return Calculator

[mannmade]

I have never once on this board blamed anyone for my investment in mnkd. I made it because i have a brother who was diagnoised with T1 at the age of 8 and suffered his entire life both physically and emotionally only to pass from his T1 and its complications at 62 just last year, after years of physical suffering including 1 1/2 years on dialysis waiting for a kidney.  So as far as I am concerned it was an investment of passion not driven by monetary gains.

And by the way, there was nothing in my post directing blame at anyone for my investment in mnkd.  I have always held myself accountable for my actions/decisions regardless of why I invested.

Am pointing out exactly what you are alluding too imho, which is that the mnkd CEO has not taken responsibility for his actions/outcomes leading mnkd and instead often blames others for the lack of success.

It was just a series of facts compiled as I remember them discussing mnkd leadership and what credit may rightfully be deserved.

I am in complete agreement with sweedee and could not have said it better... Thank you sweedee

[hellodolly]

Oct 1, 2021 9:36:19 GMT -5 olderteampt said:

I don't know the number of scripts added due to VDEX and I don't know the number of scripts added due to word of mouth of Afrezza users. Here is what I do know. Even if you assume "zero" for both which I know is wrong and you consider Mike has been at the helm for over 5 years the number of new scripts added due to Mike per year alone is not a number to brag about.

Hence corporate governance, partners, IP, etc. give smaller biotechs a much different looking multiple, thus the share price.   Granted, if Afrezza was a blockbuster today, it would be a different story.  However, I always like to remind myself what could have happened yesterday can still happen tomorrow.  If that is the case, the reward comes later, rather than sooner. 

[Chris-C]

Oct 1, 2021 12:44:34 GMT -5 mannmade said:

Thank you! Sweedee, I am with you 100% PLUS...

This has been sitting with me a long time and I just held back for various reasons...

But lately, especially when he took credit for the Sanofi settlement I just decided it was time... Its hard to trust someone when you see how their actions play out... Trust but verify... GLTAL's!

I’m not sure how productive this discussion is, as there is no way for bystanders to know how accurate this hearsay is. Not questioning anyone’s integrity here, but knowing how there are always narratives that honestly differ based on the perspectives (emotions) of those directly involved, those of us on the outside are wisest to conclude that the objective truth lies in between two or more versions. Success in any enterprise has as much to do with timing as it does with skill. I liked Matt. And kudos to Mike and Steve for navigating to our current place. Everyone has good intentions but it IS troubling when people appear to misrepresent the truth and make exaggerated claims and fail to take responsibility for their mistakes.
GLTAL
ChrisC

[mannmade]

Chris, I was just stating facts (No heresay in anything I said) which I know to be true and are all public I beleive. No desire to fuel rumors and speculation or even disrespect the mnkd CEO.

And yes, I agree timing has quite a bit to do with results... But the facts are facts and that was all I was speaking too. Take credit for what you own both good and bad, do nothing more... Let the people vote with the facts... No fake news on this board that's all I ask...

So I was responding to all the praise being heaped upon the mnkd CEO who is only partially responsible at best imho... and was trying to point out the context so the facts are complete and a history of behavior was used to support my message.

Makes no difference to me ultimately what people choose to believe as people are free to believe and or vote as they choose in this country...  And I genuinely mean this, as I mostly stay out of such conversations. 

I am still a long shareholder (since 2008) and wish all true longs much luck as it has been and continues to be a bumpy and long journey albeit now with a seemly brighter futurre... In the words of the immortal Joe Friday on a Friday afternoon... "Just the facts Ma'm"

GLTAL's!!!!

[nylefty]

Here's another way to look at it.

Since the day Mike became CEO the average annual return on MNKD has been 29.32 percent.

The average annual return on the S&P (with dividends reinvested) during the same period has been 16.24 percent.    

[mannmade]

Thanks Lefty, all good... Guess it is the timing as Chris said and all about the net/net... Best to all! I am done and have said my peace... GLTAL's!!!! Have a wonderful weekend!

[akemp3000]

Hurry up FDA. Please get us past this calculation spaghetti

[sweedee79]

I as an investor want to know these things.. so I don't think it's unproductive at all.. I totally get where Manmade is coming from.. especially when he is a personal friend of Matt.. and kind enough to step away from this conversation... Sometimes that's what you have to do..

[sayhey24]

Remember, Al hired Duane DeSisto as his replacement and then good old Duane was a no show. If I remember correctly Mike saw this and made a play for the job and was brought in for a trial year as the Chief Commercial Officer. When I first met Mike he knew little about the diabetes market and even less about what will make afrezza great. I can't imagine Al ever thought Mike could raise afrezza scripts in the short term. I think Al looked at it as a year of paid training hoping he would still be around a little longer than he was.

I sure hope Mango is wrong when he says "Will there be some investors who never recover or live to see a return? Sure". If you bought on June 1 2006 you would have paid a split adjusted $106 a share. Call me crazy but things are looking pretty great for MNKD and they still have the greatest advance in diabetes care since July 21 1921. Now I just hope Mike has learned a few things in five years including how to finally sell afrezza.

[mango]

Oct 1, 2021 18:41:47 GMT -5 sayhey24 said:

Remember, Al hired Duane DeSisto as his replacement and then good old Duane was a no show. If I remember correctly Mike saw this and made a play for the job and was brought in for a trial year as the Chief Commercial Officer. When I first met Mike he knew little about the diabetes market and even less about what will make afrezza great. I can't imagine Al ever thought Mike could raise afrezza scripts in the short term. I think Al looked at it as a year of paid training hoping he would still be around a little longer than he was.

I sure hope Mango is wrong when he says "Will there be some investors who never recover or live to see a return? Sure". If you bought on June 1 2006 you would have paid a split adjusted $106 a share. Call me crazy but things are looking pretty great for MNKD and they still have the greatest advance in diabetes care since July 21 1921. Now I just hope Mike has learned a few things in five years including how to finally sell afrezza.

Mike mentioned taking additional bets on Afrezza during the Oppenheimer call. Maybe we will see that gestational diabetes study starting soon that he also mentioned during that call.

Gestational diabetes affects ~7% to 10% of all pregnancies world-wide. About 10% in the USA.

[falconquest]

I couldn't agree more with manmade. There are many here who lost a great deal of money on this stock and will likely never recoup it. Mike was brought in to sell Afrezza and to date has not. Bottom line. Has he helped Mannkind? For now, yes. It has always been my contention that if Afrezza sells then Technosphere sells. We were lucky with UTHR.I get the timing issue but I will always hold Mike's feet to the fire over Afrezza. His ego, is his worse enemy!

[radgray68]

This is the last time I'll correct you guys about the job our CEO has done. Usually, I just roll my eyes at the CEO comments but I'd feel remiss in my duties to this board if I didn't comment myself here now in the light of the enormous BS I'm reading today.
You are, of course, welcome to your opinions no matter how wrong they may be. However, you all have to realize the dire straits we were in.

Sanofi couldn't sell Afrezza with their World Class salesforce and $100 BILLION market cap.
Matt didn't even WANT the job of CEO.
Mannkind was a few months from BANKRUPTCY!
Al and Matt's choice of replacement went AWOL on the first day. Al, Matt and DeSisto should have known before offering/taking the job!!!!
In short, we we're screwed. SCREWED!

So, Mike made a play for the job. Oh my God what a effin nightmare!!! Have him drawn and quartered!

$.80 all the way to $4.50 so far with a robust pipeline and a more solid foundation than ever before.

If you guys are not happy with MC because he didn't sell out to VDEX or the UAE or he made some mistakes along the way to success, you have a serious ax to grind, which nobody can help you with or you just don't know what you are talking about and I feel sorry for your shortsightedness.
No one person can do everything perfectly and you guys are letting perfect be the enemy of good....I'd say great.  Im still buying calls and shares and I'll be holding for the next 5 years.  There, I said my piece. 

[sportsrancho]

OK now I’ll say my piece. SELL OUT TO VDEX …what in the world are you talking about? Who is saying that? This is bullshit!
Funny how people talk about how we were months away from bankruptcy when there was never a word spoken about about that on here before. I can’t say that I know that to be true.
You got proof of that cough it up. And you do not know that Matt did not want the job of CEO. When Al died ..two weeks before that Matt was by his side everyday in the hospital strategically planning how to move the company forward. My girlfriend Jackie Mann was there.

We had to make a U-turn yes, we had to higher sales reps. And change the whole company focus. That was accomplished. Vdex works with those sales reps, we have a common goal.
We appreciate ongoing conversations with Mannkind in keeping that common goal. And working on the acceleration of Afrezza for the good of all diabetics. So don’t ever again pit us against each other because you will be doing the shareholders a disservice! Let’s grow forward…… and I bought more calls today too:-)

[patten1962]

My 2 cents. Without Vdex the last 2 years Afrezza sales would be dead. The stock price would have been hit harder! Any company that is helping sales I support!

[sportsrancho]

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