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Post by uvula on May 10, 2022 8:39:19 GMT -5
How do I get my control number? I threw everything out and I can't find it online at my brokerage account.
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Post by porkini on May 10, 2022 8:51:14 GMT -5
How do I get my control number? I threw everything out and I can't find it online at my brokerage account. At Fidelity, from my Summary page, I go to: Statements then a tab Proxy Materials is available. In the resulting table I see a column "Proxy Type/Control Number" with the information. You might also try searching for "Proxy" or "Proxy Materials and Voting" Hope that's helpful, YMMV depending on your broker. |
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Post by uvula on May 10, 2022 8:51:24 GMT -5
never mind. I was finally able to get a human on the phone and they found it for me.
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Post by uvula on May 10, 2022 8:52:56 GMT -5
porkini, I appreciate the help.
AT both of my accounts (not fidelity) since the voting has ended the proxy forms are no longer available.
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Post by Deleted on May 10, 2022 9:43:20 GMT -5
How do I get my control number? I threw everything out and I can't find it online at my brokerage account. Did the meeting CUT OUT @ 10:40am? |
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Post by MnkdWASmyRtrmntPlan on May 10, 2022 10:00:41 GMT -5
Yes, it ended about then.
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Post by blaz on May 10, 2022 10:02:43 GMT -5
Missed it, would anyone be so kind as to summarize, thanks.
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Post by Deleted on May 10, 2022 10:08:25 GMT -5
Missed it, would anyone be so kind as to summarize, thanks. Nothing new. Same from the earnings CC last week. Only bright spot - MNKD will start recognizing revenue when DPI is approved. I believe there's $25M in Deferred Revenue? I'm sure a bulk of that will be recorded in the coming Qtr. Q: Is the $25M just from manufacturing? Hope so....because that means higher revenue from royalties. |
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Post by stockwhisperer on May 10, 2022 21:31:53 GMT -5
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Post by cretin11 on May 11, 2022 13:36:50 GMT -5
I haven’t seen it, but was any count given for the votes on raises and bonuses for the execs? Wondering how close that was, if it’s even disclosed.
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Post by awesomo on May 11, 2022 15:42:49 GMT -5
I haven’t seen it, but was any count given for the votes on raises and bonuses for the execs? Wondering how close that was, if it’s even disclosed. Without looking at it, I can say it will not be close. Institutional investors/BoD control all the voting power. Plus most retail shareholders don’t even bother voting. |
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Post by castlerockchris on May 11, 2022 15:51:49 GMT -5
Missed it, would anyone be so kind as to summarize, thanks. Nothing new. Same from the earnings CC last week. Only bright spot - MNKD will start recognizing revenue when DPI is approved. I believe there's $25M in Deferred Revenue? I'm sure a bulk of that will be recorded in the coming Qtr. Q: Is the $25M just from manufacturing? Hope so....because that means higher revenue from royalties. The manufacturing revenue of $25M will be recorded when the drug is approved. But what if it isn't approved? The royalties will hit MNKD's income statement as the drug is sold by UTHR. I wonder if that is sold to wholesalers, pharmacies or as a recorded prescription? Sure would be nice to know what the markup on $25m in manufactured product will be. Most drugs' manufacturing cost are 10 to 15% of revenue, so $25m in manufactured drug could translate into revenue to UTHR between $160 and 250m. Wouldn't it be nice to receive a nice little royalty check of $25m in the fourth quarter. Just spitballing and trying to stay positive, regardless of the wild swings in the stock price. |
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Post by castlerockchris on May 11, 2022 15:54:59 GMT -5
Also, maybe it is me, but a 36 minute annual share holders meeting seems short, at least when compared to Berkshire Hathaway's meetings. Wouldn't be nice to have a CEO who gave us ice cream and Coke at the annual meeting, and then sat down and chatted with us for a couple of hours?  |
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Post by Deleted on May 11, 2022 16:29:45 GMT -5
Nothing new. Same from the earnings CC last week. Only bright spot - MNKD will start recognizing revenue when DPI is approved. I believe there's $25M in Deferred Revenue? I'm sure a bulk of that will be recorded in the coming Qtr. Q: Is the $25M just from manufacturing? Hope so....because that means higher revenue from royalties. The manufacturing revenue of $25M will be recorded when the drug is approved. But what if it isn't approved? The royalties will hit MNKD's income statement as the drug is sold by UTHR. I wonder if that is sold to wholesalers, pharmacies or as a recorded prescription? Sure would be nice to know what the markup on $25m in manufactured product will be. Most drugs' manufacturing cost are 10 to 15% of revenue, so $25m in manufactured drug could translate into revenue to UTHR between $160 and 250m. Wouldn't it be nice to receive a nice little royalty check of $25m in the fourth quarter. Just spitballing and trying to stay positive, regardless of the wild swings in the stock price. That's incorrect. Steve Binder said UTHR will purchase Tyvaso DPI from MNKD and the Revenue/Royalty will fall to the bottom line. Once DPI is delivered or shipped to UTHR MNKD gets to record the revenue. They do not have to wait until DPI is in the pipeline. Also the amount is $21M of Deferred Manufacturing Revenue not $25M. That was my error. Upon approval MNKD will have 2 new Revenue Streams. |
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Post by boca1girl on May 12, 2022 1:01:19 GMT -5
Also, maybe it is me, but a 36 minute annual share holders meeting seems short, at least when compared to Berkshire Hathaway's meetings. Wouldn't be nice to have a CEO who gave us ice cream and Coke at the annual meeting, and then sat down and chatted with us for a couple of hours?  I went to a Buffett ASM about 7 years ago and it was 2 days long and a lot of fun. The first day all his companies are showing their products and lots of free samples are given out. The next day is the meeting that lasted for at least 6 hours where Warren/Charlie answered most of the questions from shareholders in attendance, but not all, especially those crazy or nasty ones. I also went to MNKD’s ASM in NYC about 5 years ago. It lasted well over an hour and I was able to ask Dr. Kendall a question from the floor before the meeting formally ended. All of the management team stayed after the close and continued to answer questions. After that I went over and spoke to Rose, IR, for another 30 minutes and she invited me to continue to send in questions as they arose. I documented the meeting notes I took and posted them on the board for all to read. I don’t think most people here appreciate all the hard work and effort it took to come back from the brink of bankruptcy. I also was very unhappy with the December massacre (dilution) but look what we’ve been through and now we have over $200M at our disposal to survive in a rising interest rate environment. I’m also very disappointed in the current share price but now it’s not the time to throw in the towel in my opinion. The FDA delay for T-DPI approval is not MNKD’s fault, as we all know, but it certainly has taken a toll on the stock price along with all of the other market/geopolitical forces at work. I feel the pain as well as all the other long time holders, but I have the patience to see MNKD fulfill my expectations. Ok, I’m getting off my soapbox now. 😎 |
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