Today's shoutbox transcript - investor Q&A

[liane]

Clement: if not of Ban Edit 7 minutes ago
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Clement: Re: CRL -- UTHR must meet with FDA to find out of class 1 or class 2. 7 minutes ago
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MnkdIsMyRetiremntPlan: Yes, excellent call 28 minutes ago
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Chris-C: Exactly. Well done shareholders (many of whom no doubt are on this board!) 32 minutes ago
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porkini: Since everyone was respectful on this call, they may do it again 32 minutes ago
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Chris-C: I thought it was a remarkably successful call, and so did MC. I know I appreciated the candor! 33 minutes ago
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boca1girl: We’ll worth the time 33 minutes ago
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Chris-C: MC commented on Citizens petition, it is not something that keeps him up at night 34 minutes ago
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Chris-C: No near term milestones for RLS deal. Finally moving ahead in phase 1. Things are going slowly. 37 minutes ago
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MnkdIsMyRetiremntPlan: by end of year ... cool 39 minutes ago
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Chris-C: developing a virtual shareholder tour of mfg facility in Danbury 39 minutes ago
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Chris-C: NRx progress will depend on stability of product... 40 minutes ago
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porkini: formulation is nearing completion with NRXP 41 minutes ago
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MnkdIsMyRetiremntPlan: I hope someone asks when he is going to buy some mnkd stock. 41 minutes ago
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Chris-C: MC does not believe that shorts are a major problem like they used to be. 41 minutes ago
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Chris-C: MC: responding to interesting question about whether Pediatric approval will also drive adult use, MC opined that he thought there would be a halo effect. 43 minutes ago
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Chris-C: Decision to withdraw from Australia agreement was based on cost benefit analysis. MC decided investment needed would not provide a bigger return than investing the same money in growing Afrezza domestically. 49 minutes ago
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mango: I submitted a ? about NRx as a response to the email they sent inviting me to the call, but I cant attend due to work. did anyone else ask about them? 51 minutes ago
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Chris-C: when you get a CRL, as UTHR did, the FDA must meet to discuss resolution strategy. 51 minutes ago
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Chris-C: do not take lack of insider buys as indication of lack of confidence. many blackout restrictions exits, and many sig (>100K) employee buys are not reported. 55 minutes ago
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boca1girl: No plans for near term dilution as a result of the sale lease back assuming Tre-T gets approved soon. 56 minutes ago
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Chris-C: 280M in cash currently, no need in sight for further dilution... 57 minutes ago
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blaz: wonder if anyone submitted a question regarding NRXP 57 minutes ago
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Chris-C: Companies buy into data, not ideas. That is why completing phases for pipeline products is important. 59 minutes ago
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boca1girl: Peds results in 2023 about an hour ago
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Chris-C: MC: No pulmonary technology that delivers more drug to the lungs than Technosphere. about an hour ago
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boca1girl: You mean pure profit about an hour ago
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Chris-C: if 850 million in sales for Tyvaso, that means $85M pure revenue to MNKD. Nice about an hour ago
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boca1girl: 10% royalty like I thought. about an hour ago
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Chris-C: Royalties, when they begin, are cost free. about an hour ago
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Chris-C: Will sell product to UTHR in fourth qtr about an hour ago
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boca1girl: 85% will convert to Tre-T about an hour ago
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Chris-C: Tyvaso in 2024 is expected to be 1.4B, unknown how many will be opting for DPI. Seemed to state that there will not be immediate blockbuster revenue benefit to MNKD. Will take time. about an hour ago
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Chris-C: praise for UTHR about an hour ago
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porkini: estimates VDex is single digit % for sales of Afrezza about an hour ago
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Chris-C: VDEX is great. Short term is not going to help MNKD much because of low numbers of pts. about an hour ago
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sayhey24: He first said they were a conflict but then he said later "and some of our partners like DXCM" about an hour ago
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boca1girl: not a goal to get rid of black box about an hour ago
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boca1girl: He said DEXC was a conflict of interest for Australia, not that they were a partner about an hour ago
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porkini: blue hale - trying to get to a product that integrates with CGM rather than push a partial product out the door - I think that's what I heard about an hour ago
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porkini: lol MIMRP about an hour ago
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MnkdIsMyRetiremntPlan: Mike does sound good. He is so much better than he used to be. I haven't heard him leave any words out yet and his mouth is in synch with his brain now. He must have taken speach classes. about an hour ago
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sayhey24: he referred to DXCM as MNKD's partner and he also said DXCM bought the Australian company about an hour ago
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porkini: top 3 pharmacy chains - consolidated marketing to these about an hour ago
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sayhey24: afrezza is disruptive and can't go through traditional channels like the ADA. I have had too many arguments with professors like from UPenn. about an hour ago
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porkini: Market managers are ?75%? new about an hour ago
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porkini: new marketing team in last 45 days about an hour ago
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boca1girl: why isn’t he going to all Medical schools and explains Afrezza and get it into the curriculum? about an hour ago
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porkini: Yeah, what sayhey sayhey'd about an hour ago
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sayhey24: he is presenting something - maybe there are investors there? about an hour ago
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porkini: slide 8? about an hour ago
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porkini: yes, my question also (slide deck) about an hour ago
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boca1girl: I assume he is referring to yesterday’s charts. about an hour ago
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sayhey24: where is the slide deck he is showing? about an hour ago
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porkini: "were almost bankrupt, with restructure and cash on hand we/MNKD can be truly independent even without UTHR" - paraphrased about an hour ago
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boca1girl: Nice to here SOC possible for Peds about an hour ago
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gamblerjag: Mike sounds great about an hour ago
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boca1girl: Hello everyone. Had a nice gain this morning. Too bad it couldn’t last.

[BD]

"Mike sounds great about an hour ago" sure had me confused LOL. I'll see if I can beat on PB to handle that time stamp a bit better...

[liane]

The way I have to copy it, I can't eliminate the time stamp (except manually for each one). Yes - maybe PB can help.