Post by liane on Aug 9, 2022 16:43:00 GMT -5
Thundersnow: I did not - sorry a few seconds ago
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Chris-C: My primary disappointment was the inline/pipeline chart. These guys do not really anticipate much significant progress that will move the SP until 2025. less than a minute ago
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castlerockchris: Thundersnow, are you including manufacturing revenue in your DPI number? less than a minute ago
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liane: Thank you all for participating in the Shoutbox. I will be shutting it down so you can post in the regular threads. less than a minute ago
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awesomo: Another quarter stuck in purgatory... 1 minute ago
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Clement: I swithched to my phone and it worked fine. 1 minute ago
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Thundersnow: My esitmates 1 minute ago
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castlerockchris: Interesting, MC played the looking forward to Q3 right at the end. 1 minute ago
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Thundersnow: Estimates for next qtr. VGO $6M, DPI $9M, Afrezza $12M 1 minute ago
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sayhey24: the label says unopened at room temperature must be used within 5 weeks. 2 minutes ago
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Thundersnow: and we know why it was a week after UTHR's cc. 3 minutes ago
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Chris-C: We know now why the CC was after the bell! But we have the remainder of the week to watch the SP retrace its gains. 3 minutes ago
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Thundersnow: $3.82 3 minutes ago
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Thundersnow: I don't think refrigeration is required but they probably feel it's a good idea to enhance shelf life. 4 minutes ago
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castlerockchris: I was impressed with the amount of T-DPI shipped. 4.7 million USD, I think analysts will be happy with that. 4 minutes ago
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castlerockchris: I noticed the FEDEX truck was a refrigerator, which surprised me. 5 minutes ago
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Thundersnow: AH is falling like a rock. 5 minutes ago
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Chris-C: I was not aware either... 6 minutes ago
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Thundersnow: Mike is supposed to be a SALES GENIUS... 6 minutes ago
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boca1girl: T-DPI requires refrigeration? I hadn’t heard that before. Anyone else? 6 minutes ago
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Chris-C: I agree no bounce from this CC. Somebody must have leaked the filing (to account for today's haircut) 6 minutes ago
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Thundersnow: Unfortunately Wall Street was hoping for Royalty range 7 minutes ago
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awesomo: If they're coy about something, it usually means its not good since they don't want to talk about it. 7 minutes ago
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Thundersnow: It's for strategic reasons. They along with UTHR do not want to tell the world what they are paying. Also it could short change MNKD on future contracts. Smart move. They can only give guidance on their product which is VGO 7 minutes ago
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castlerockchris: I like the idea that we are acting as UT's distributor. MNKD will have great insight into the pipeline. 8 minutes ago
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Thundersnow: SOC is OFF THE TABLE. Do you think SOC will change based upon customer feedback? NO. Doctors will have to ENGAGE in that discussion and MNKD is years away from that! 9 minutes ago
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Chris-C: Why are they so coy about royalty rate from UTHR and the mfg margin? 9 minutes ago
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sayhey24: "patients are asking for afrezza but doctors are not subscribing" - no surprise until it has its proper place in the SoC 10 minutes ago
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Thundersnow: I am getting very frustrated. Mike DOES NOT know how to sell AFREZZA. Another FAILED SALES PROGRAM. 11 minutes ago
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Chris-C: Glad when Binder joins in. He is concise, clear and direct. 11 minutes ago
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lookforgrowth: No need for additional cash - good news for a biotech. 18 minutes ago
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sayhey24: market share of the RAA market - afrezza & V-Go combined 22 minutes ago
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boca1girl: Royalties will be kept confidential. 26 minutes ago
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lookforgrowth: I heard that the 2% was the combination of Afrezza and V-Go 29 minutes ago
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peppy: 2% market share for Afrezza 30 minutes ago
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lookforgrowth: mine is fine as well 35 minutes ago
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blaz: not on my end, clear as a bell 35 minutes ago
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Clement: Audio starts and stops. 36 minutes ago
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boca1girl: I don’t think we’ll be going up in price based on this cc. We need another partner announcement to make the stock move up. 40 minutes ago
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lookforgrowth: Thanks, as always for setting this up. 41 minutes ago
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peppy: CC starting 41 minutes ago
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peppy: I like the pre-CC music 45 minutes ago
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peppy: hello
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Chris-C: My primary disappointment was the inline/pipeline chart. These guys do not really anticipate much significant progress that will move the SP until 2025. less than a minute ago
x
castlerockchris: Thundersnow, are you including manufacturing revenue in your DPI number? less than a minute ago
x
liane: Thank you all for participating in the Shoutbox. I will be shutting it down so you can post in the regular threads. less than a minute ago
x
awesomo: Another quarter stuck in purgatory... 1 minute ago
x
Clement: I swithched to my phone and it worked fine. 1 minute ago
x
Thundersnow: My esitmates 1 minute ago
x
castlerockchris: Interesting, MC played the looking forward to Q3 right at the end. 1 minute ago
x
Thundersnow: Estimates for next qtr. VGO $6M, DPI $9M, Afrezza $12M 1 minute ago
x
sayhey24: the label says unopened at room temperature must be used within 5 weeks. 2 minutes ago
x
Thundersnow: and we know why it was a week after UTHR's cc. 3 minutes ago
x
Chris-C: We know now why the CC was after the bell! But we have the remainder of the week to watch the SP retrace its gains. 3 minutes ago
x
Thundersnow: $3.82 3 minutes ago
x
Thundersnow: I don't think refrigeration is required but they probably feel it's a good idea to enhance shelf life. 4 minutes ago
x
castlerockchris: I was impressed with the amount of T-DPI shipped. 4.7 million USD, I think analysts will be happy with that. 4 minutes ago
x
castlerockchris: I noticed the FEDEX truck was a refrigerator, which surprised me. 5 minutes ago
x
Thundersnow: AH is falling like a rock. 5 minutes ago
x
Chris-C: I was not aware either... 6 minutes ago
x
Thundersnow: Mike is supposed to be a SALES GENIUS... 6 minutes ago
x
boca1girl: T-DPI requires refrigeration? I hadn’t heard that before. Anyone else? 6 minutes ago
x
Chris-C: I agree no bounce from this CC. Somebody must have leaked the filing (to account for today's haircut) 6 minutes ago
x
Thundersnow: Unfortunately Wall Street was hoping for Royalty range 7 minutes ago
x
awesomo: If they're coy about something, it usually means its not good since they don't want to talk about it. 7 minutes ago
x
Thundersnow: It's for strategic reasons. They along with UTHR do not want to tell the world what they are paying. Also it could short change MNKD on future contracts. Smart move. They can only give guidance on their product which is VGO 7 minutes ago
x
castlerockchris: I like the idea that we are acting as UT's distributor. MNKD will have great insight into the pipeline. 8 minutes ago
x
Thundersnow: SOC is OFF THE TABLE. Do you think SOC will change based upon customer feedback? NO. Doctors will have to ENGAGE in that discussion and MNKD is years away from that! 9 minutes ago
x
Chris-C: Why are they so coy about royalty rate from UTHR and the mfg margin? 9 minutes ago
x
sayhey24: "patients are asking for afrezza but doctors are not subscribing" - no surprise until it has its proper place in the SoC 10 minutes ago
x
Thundersnow: I am getting very frustrated. Mike DOES NOT know how to sell AFREZZA. Another FAILED SALES PROGRAM. 11 minutes ago
x
Chris-C: Glad when Binder joins in. He is concise, clear and direct. 11 minutes ago
x
lookforgrowth: No need for additional cash - good news for a biotech. 18 minutes ago
x
sayhey24: market share of the RAA market - afrezza & V-Go combined 22 minutes ago
x
boca1girl: Royalties will be kept confidential. 26 minutes ago
x
lookforgrowth: I heard that the 2% was the combination of Afrezza and V-Go 29 minutes ago
x
peppy: 2% market share for Afrezza 30 minutes ago
x
lookforgrowth: mine is fine as well 35 minutes ago
x
blaz: not on my end, clear as a bell 35 minutes ago
x
Clement: Audio starts and stops. 36 minutes ago
x
boca1girl: I don’t think we’ll be going up in price based on this cc. We need another partner announcement to make the stock move up. 40 minutes ago
x
lookforgrowth: Thanks, as always for setting this up. 41 minutes ago
x
peppy: CC starting 41 minutes ago
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peppy: I like the pre-CC music 45 minutes ago
x
peppy: hello