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Post by letitride on Aug 9, 2022 20:48:55 GMT -5
10 or 20 years is way to long to get the best insulin on the market to market were already more than half way thru our first 10
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Post by uvula on Aug 9, 2022 23:27:53 GMT -5
10-20 years will let someone else make a generic afrezza after mnkd does the heavy lifting and the patents expire.
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Post by Chris-C on Aug 10, 2022 1:56:21 GMT -5
10 or 20 years is way to long to get the best insulin on the market to market were already more than half way thru our first 10 I for one was neither impressed nor pleased with the call, especially the slide forecasting project plans from 2022-2030. It’s good that they have a strategic plan, but 8 years out in this age is meaningless, especially with this company’s track record of delays. Other companies don’t stand still, discoveries occur, and patents expire. Perhaps the Israeli oral insulin startup will cross the finish line? Perhaps organ generation companies will be close to perfecting an artificial pancreas by then? Yet, that chart is as close to a “projection” that we will ever get from MC. I give him kudos for what he has accomplished while at MNKD, and appreciate his rescue efforts. But I think he’s given up on Afrezza and I sense he’s run out of steam, generally. I’m personally tired of his mumbled, uninspiring quarterly reports with stale recitations of old plans for this and that and molecules stuck in phase one columns. It feels like every goal stays 3-5 years out even though time is passing. Yet the # of shares outstanding keeps growing while the share price bobs up and down to the delight of manipulators of penny stocks. For years the company has existed on “borrowed” money and richly compensated its executives- yet execution has been the exception and not the rule. IMO, the MNKD corporate board needs to reconsider MC’s performance as judged by investor confidence. The SP tells it all. Perhaps I and the street expect too much. But this is clear, investors are neither inspired nor confident, and I am one of them. |
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Post by Deleted on Aug 10, 2022 6:40:29 GMT -5
10 or 20 years is way to long to get the best insulin on the market to market were already more than half way thru our first 10 I agree sir. |
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Post by Deleted on Aug 10, 2022 6:41:39 GMT -5
10-20 years will let someone else make a generic afrezza after mnkd does the heavy lifting and the patents expire. Very true. |
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Post by peppy on Aug 10, 2022 7:02:43 GMT -5
Regarding the Conference call and the unrecognized revenue, if UTHR had distributed all the samples to physicians offices MNKD revenue and EPS would be higher.
Hopefully all samples will be delivered this quarter and prescriptions will start for Tyvasso DPI.
The difference once again is tyvasso DPI is covered by health insurers.
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Post by uvula on Aug 10, 2022 8:38:30 GMT -5
MC, please sell off afrezza to someone willing to spend money on the trials necessary to get afrezza on the SOC. Thank you.
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Post by prcgorman2 on Aug 10, 2022 8:41:55 GMT -5
MC, please sell off afrezza to someone willing to spend money on the trials necessary to get afrezza on the SOC. Thank you. Unless he’s had a dramatic change of sentiment, he’s not selling. The Board and institutional shareholders might request it, but I don’t see Mike initiating it. |
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Post by peppy on Aug 10, 2022 8:43:34 GMT -5
MC, please sell off afrezza to someone willing to spend money on the trials necessary to get afrezza on the SOC. Thank you. Irritating comment to my brain. Sell uvula, let your brain cells go. |
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Post by peppy on Aug 10, 2022 8:47:49 GMT -5
Share pricing going down, looks like someone got a copy of the quarterly report early. Looks like you were right, nemzter. for a New York minute. 4.2500+0.1600 (+3.9120%) As of 09:47AM EDT. Market open. My favorite thing about calls and puts, they only trade during market hours. |
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Post by phdedieu12 on Aug 10, 2022 10:02:26 GMT -5
MC, please sell off afrezza to someone willing to spend money on the trials necessary to get afrezza on the SOC. Thank you. He's waiting for your offer |
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Post by akemp3000 on Aug 10, 2022 10:12:58 GMT -5
Selling off Afrezza right before pediatric approval? There could not be worse time to sell Afrezza.
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Post by wmdhunt on Aug 10, 2022 10:26:25 GMT -5
Mumbled is right! I could only understand half of what he said. He needs to enunciate or cut the dose of whatever is slowing him down. Maybe he was tired, I don't know. But we try to listen and he isn't making it any easier.
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Post by phdedieu12 on Aug 10, 2022 10:32:37 GMT -5
Of course akemp you're correct, and I'll echo Peppy's comment, while everyone's entitled to their opinion and views, it's irritating to the brain. MC CHOSE to join Mannkind, SAVED the company for what I know to be assured bankruptcy, because no one believes more in Afrezza than he does! So to read such asinine and ridiculous post tells you all you need to know
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Post by prcgorman2 on Aug 10, 2022 10:49:17 GMT -5
Some are grumpy gus posters. Some are not. Some are shills. I hate the idea of selling Afrezza, especially if the buyer merely wanted to shelve it. That would be a disaster for PWDs which may be ME someday. That said, there needs to be some material progress on improving sales. Afrezza has not made Mannkind profitable (yet) and if it never does pay for itself, tragically, there would be a real challenge to justify continuing with the product. I think partnering with Eli Lilly on Mounjaro + Afrezza would be brilliant, although there would need to be an incentive for Eli Lilly. I’m not sure they believe there is one. Can Mannkind sponsor an independent trial with Afrezza plus another medication? Seems unlikely unless there were consent.
Anyway, regardless of the 2Q earnings report, the Street seems to care a lot more about what they heard that was good than what they heard that was not.
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