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Post by sla55 on Aug 27, 2024 17:04:05 GMT -5
investors.mannkindcorp.com/news-releases/news-release-details/mannkind-present-upcoming-conferences-11DANBURY, Conn. and WESTLAKE VILLAGE, Calif., Aug. 27, 2024 (GLOBE NEWSWIRE) -- MannKind Corporation (Nasdaq: MNKD), a company focused on the development and commercialization of innovative inhaled therapeutic products and devices for patients with endocrine and orphan lung diseases, announced today that Chief Executive Officer Michael Castagna, PharmD, and Chief Financial Officer Chris Prentiss will share updates during fireside chats at three upcoming investor conferences: 2024 Wells Fargo Healthcare Conference in Boston Wednesday, September 4 11:00 a.m. Eastern Time Morgan Stanley 22nd Annual Global Healthcare Conference in New York Friday, September 6 7:00 a.m. Eastern Time H.C. Wainwright 26th Annual Global Investment Conference in New York Tuesday, September 10 9:30 a.m. Eastern Time Links to access live audio webcasts of the sessions will be available on MannKind Corporation’s website at: investors.mannkindcorp.com/events-and-presentations. An archived, recorded version will also be available on the website for approximately 30 days following each conference.
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Post by mymann on Aug 27, 2024 17:07:39 GMT -5
Lots of money mnkd spending to attend those conferences, hopefully share holders get something out of it.
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Post by porkini on Aug 27, 2024 18:22:17 GMT -5
Lots of money mnkd spending to attend those conferences, hopefully share holders get something out of it. I'm sure LUV still allows them 2 checked bags, so not too bad. 🙄 😉 |
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Post by cjm18 on Aug 27, 2024 18:35:41 GMT -5
Lots of money mnkd spending to attend those conferences, hopefully share holders get something out of it. How much money. |
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Post by porkini on Aug 27, 2024 18:41:52 GMT -5
Lots of money mnkd spending to attend those conferences, hopefully share holders get something out of it. How much money. No doubt in the hundreds of dollars.  |
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Post by sayhey24 on Sept 2, 2024 15:03:01 GMT -5
Lots of money mnkd spending to attend those conferences, hopefully share holders get something out of it. I would say money better spent than buying V-Go. Who knows maybe we get additional investor interest. At this point we need to boost what Jack Bogle called "speculative investing". I know I would take a $50 or even $100 bump in speculative investing. I guess Kevin Sayers days are over and their pps is coming back to earth. It was nice while it lasted. After the long weekend maybe we get a nice press release tomorrow. Hope springs eternal - what can I say. It would at least give Mike something new to talk about at these conferences. I guess we should hear some early results on the kids in the coming months. Thats pretty exciting. We should also hear what our consultants are suggesting for next investments with afrezza - aka the afrezza adder study to GLP1s. |
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Post by peppy on Sept 2, 2024 15:44:26 GMT -5
Oh, Catalysis?
2024 Wells Fargo Healthcare Conference in Boston
Wednesday, September 4
11:00 a.m. Eastern Time
Morgan Stanley 22nd Annual Global Healthcare Conference in New York
Friday, September 6
7:00 a.m. Eastern Time
H.C. Wainwright 26th Annual Global Investment Conference in New York
Tuesday, September 10
9:30 a.m. Eastern Time
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Post by peppy on Sept 4, 2024 7:24:46 GMT -5
A big week for MNKD at conferences.
The first today at 11 am. Wells Fargo. I do not recall a prior Wells Fargo Conference, it could be my memory.
11 am. I am going to be watching to see if orders come in.
weehaw.
Focus.
MNKD chart pointing up.
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Post by agedhippie on Sept 6, 2024 8:39:43 GMT -5
Having read the transcript of the Wells Fargo call these were my takeaways: - There isn't a path to direct adoption of Afrezza by adults (literally, he said the endos were old and set in their ways!), but there is a path via pediatrics and capturing them early. - They are going to get the label fixed with the dosing in line with the recent trials (double the dose) - No mention of India at all. - No mention of GLP-1 (there was a passing reference to being asked how GLP-1 impacts the insulin market) - Not Afrezza relevant but I thought it was interesting - the meal time insulin market is split 50:50 between Type 1 and Type 2. - A 10% insulin market share is $150M revenue. It's not clear if that is total market, or pediatrics but I suspect the later from the context and also I think 10% of the total market would be far larger. - Target market share of pediatrics is 20% to 30%. The bits I was less interested in...  - There was a lot of talk around nintedanib and they have done internal trials which are promising. I think this gets heavily pushed. - They are happy with Tyvaso and UTHR, but they do not intend to repeat that pattern. There was a comment around imagining if MNKD owned that rather than just getting the royalties, but it was what had to be done at the time. - The Boston deal was about getting R&D space. This is important because one of the current limitation is the space to work on many formulations. Danbury is 20 years old and needs investment so this deal doubled their R&D space. I am absolutely certain there is stuff I left out, but that's a short summary. |
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Post by sayhey24 on Sept 6, 2024 9:13:04 GMT -5
Aged - thanks for the summary - I listened to the webcast and overall I thought it was pretty good. I guess Mike has been reading Proboards over the years and now realizes the label needs to be fixed. I think we have also been saying for years - especially Sports that they needed to start with the kids in the T1 space and you have been saying adults are not going to switch. He did say the kids trial is using the 2x approach and not the label and he seemed pretty upbeat about it.
I am still not sure about the new R&D facility. He said they have already loaded 50 different molecules on TI. It seems we have done some pretty good work in that old facility. How many more do we need to load before we pick one? How about we pick Saxenda and get 1% of the GLP1 market or who knows maybe even 5% of $100B. He did mention he was a bit sad about having to give up Tyvaso to UTHR and does not want to do that again. I am not sure I agree as UTHR knows how to sell in that market and has been able to keep LQDA at bay for awhile now.
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Post by cretin11 on Sept 6, 2024 10:44:12 GMT -5
Agree with you sayhey. Based on Mike’s track record of going it alone, if MNKD ever does it again I hope there’s someone else at the helm for it. For sure we got the short end of the stick on the royalty with UTHR but I don’t blame mike for that because he was up against a superior negotiator who had the leverage advantage. IMO he did the right thing just taking the deal, rather than risking it going to our competitor. His comments about the deal are indeed revealing and I don’t blame him for not wanting a repeat. It’s a conundrum, but actually it’s the kind of conundrum we want to have and I wish we’d had more of them by now.
Thanks aged for the recap!
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Post by JEvans on Sept 6, 2024 12:40:41 GMT -5
Mike needs some speaking skills. It sounds like he's falling asleep. He talks low, sounds like he's yawning at the same time talks to fast, like a fast mumble that is hard to follow and understand. He just mumbles on thru without pause and voice infraction to manifest and highlight the important issue of the topic. It's just one big splatter of someone talking about something of no importance, like a big blob of spilled ink.
If your going to lay it out, then lay it out....be the dog, shout it out, make it exciting and interesting to listen too. Don't wimper, don't say your sorry, don't say maybe, don't use weak words....
Don't get me wrong, I admire and respect MC and think he's doing a great job getting Mannkind turned around, it's taking to long but the way he talks has me thinking that he's not very excited to be there anymore !
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Post by cretin11 on Sept 6, 2024 13:14:12 GMT -5
In fairness to Mike, the time naturally comes for any ceo. From a Harvard Business Journal article (https://hbr.org/2014/03/when-its-time-for-the-ceo-to-go):
“How long should a CEO stay in his job? The most common response I usually have from CEOs is seven years, plus or minus two. It’s a reasonable number: seven years is probably the period of maximum effectiveness for most people.“
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Post by mytakeonit on Sept 6, 2024 13:45:38 GMT -5
In the last minute or so ... Mike C did mention the India launch to be next year.
$$$ is starting to flow in so cash flow positive is creeping in. I think the total picture looks good !
But, that's mytakeonit
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Post by sayhey24 on Sept 6, 2024 14:44:27 GMT -5
Agree with you sayhey. Based on Mike’s track record of going it alone, if MNKD ever does it again I hope there’s someone else at the helm for it. For sure we got the short end of the stick on the royalty with UTHR but I don’t blame mike for that because he was up against a superior negotiator who had the leverage advantage. IMO he did the right thing just taking the deal, rather than risking it going to our competitor. His comments about the deal are indeed revealing and I don’t blame him for not wanting a repeat. It’s a conundrum, but actually it’s the kind of conundrum we want to have and I wish we’d had more of them by now. Thanks aged for the recap! I think we first need to thank Steve Binder and all he did to keep the doors open and the lights on including helping to close the UTHR deal. Things were really really bad 6 years ago. MNKD had no money and Mike had ZERO leverage. IMO Martine threw Mike a lifeline and cut a really nice deal for MNKD - "for the time". Martine could have and maybe should have picked up MNKD for pennies at the time. I just hope with all these additional R&D resources we can get a 2nd molecule with UTHR up and going ASAP - but under a better royalty deal. During the call Mike also spent some time talking how great TS is and its deep lung penetration. I thought Mike did the Pulmatrix deal because they wanted to use their powder with clofazimine but I got the impression that may not be the case and now the justification is we got a new lab where none of our scientists live. |
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