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Post by liane on Jan 14, 2015 21:06:38 GMT -5
Q2U
Do you get the slides?
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Post by BlueCat on Jan 14, 2015 21:23:16 GMT -5
Q2U Do you get the slides? Well, I got into the recording. Stupid pilot error. Long day!
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Post by goyocafe on Jan 14, 2015 21:35:55 GMT -5
Q2U Do you get the slides? Yes.
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Post by lynn on Jan 14, 2015 21:43:17 GMT -5
dont think that gives me confidence that sanofi is doing their job, least exp.? they need best regardless of how easy it is to sell Don't listen to that guy Baba. He is a notorious short pretending to be a sarcastic long... JPG Yep JPG , you are absoloutely correct ,) Coco & I met the infamous Postaholic at the annual shareholders meeting this past May , then he took us out to hands down the best lunch I've EVER HAD !, solely in an attempt to scare Coco & I into selling our shares & consider going short ,)Or at least help him cover ,) That Baba is a shady character for sure , along with Spiro, Mannmade, Brentie ect , & JPG while I'm on the subject of shady characters are you REALLY a MD ?,) LOL ! Sorry I was in the mood for some fun I not only listened to the call today , but I also had the bad version & tortured my boyfriend by playing it thru my Bluetooth in my car while we drove back from San Diego ./ Now I truly KNOW that he does Love me ,) I could not understand much & had him drive so my ear could be right up near the speaker Needless to say , I'm still very confident I just felt bad for Al & his coughing fit , I can relate as I always seem to have a scratchy throat when I'm at a wedding,funeral or anywhere that there's that moment when everyone is supposed to be Silent ./ Baba in all seriousness you are a fantastic person ! I hope you all get my humor in this My Birthday is next month & I will also be celebrating it belated in Mexico , the launch during that time could = my best Birthday present since I was a kid I trust that Sanofi know's what they're doing & Mannkind also for that matter , Only time will tell if we are all on the winning side of the Game but I'm not losing sleep over my investment Segway, Did anyone catch that tweet shared on board re: Dreamboat requiring 2.5 times more Insulin than pens? I took it with a grain of salt but that's the only thing today that made me go Hmmmm… I don't tweet and don't plan on starting GLTA, Lynn
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Post by BlueCat on Jan 14, 2015 21:57:10 GMT -5
Ok. Listened.
First half was really a public stage for transition of power.
Otherwise, decent presentation, a few nuggets of information and confirmation of where we are - and that things are progressing as or better than originally projected.
I would only imagine upgrades if they were banking on a miss. But seems to me that the negative analyst PTs are more about not seeing the value or uptake. They'll basically respond (I think) with "yep. that was already priced in".
Combined with Opex tomorrow - my guess is - sideways.
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Post by EveningOfTheDay on Jan 14, 2015 22:00:07 GMT -5
... Dreamboat requiring 2.5 times more Insulin than pens?... GLTA, Lynn If true, it would explain why Sanofi is so intent in supplying the insulin and why Mannkind thinks that will make a considerable difference to their bottom line. If Sanofi's insulin were not approved, or they did not have the ability to supply it I would have to start worrying a bit, but since those do not appear to be factors in the equation, I rest at ease.
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Post by in search of the truth on Jan 14, 2015 22:08:39 GMT -5
Low ball expectations are good because when it exceeds everyone's expectations that's when the ball will really start rolling. I feel Sanofi knows what they are doing. If they set too high a goal and they don't meet it, then analysis will not be favorable. But if they low ball it and we exceed expectations then life is good. This whole situation happened with arna. They set their expectations too high and when they did not meet their goal, the stock price went down. So I'm ok with them keeping a low profile. Good things to come. Coco I had listened to both Sanofi and MNKD's presentations and as I had mentioned in an earlier post, was not impressed with Sanofi's lack of attention to Afrezza. And, I feel that the MNKD presentation was good and for the first time showed some enthusiasm. I hope that Coco is correct and that Sanofi is playing everything close to the vest to catch everyone by surprise with a blockbuster launch - especially the shorts. But one other thought has been nagging me and that is that if Sanofi intends to make an offer for MNKD at some point in the near future, it would be in their best interest to keep the PPS as low as possible until they do to minimize acquisition costs. Maybe they need to wait and make sure that Afrezza will be successful, so they don't make the same mistake that Phizer did with Exhubra, but if the stock goes from $5.50 per share to $11.00 soon after launch whatever multiple Al Mann expects will cost them twice as much as it would now. And while I don't get a lot of pleasure in crunching numbers, I do wonder that if Covidien was worth 43 billion to MDT, what will MNKD be worth in a buyout?
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Post by babaoriley on Jan 14, 2015 22:24:12 GMT -5
Sanofi interviewed their best reps currently selling other Diabetes meds. They chose the cream of the crop to sell Afrezza. Get ready for a blockbuster new medication that works. jb, you seem to have some important and comforting knowledge - I think it's safe to say we're happy that you're a sharer! Let me ask you this, as you might know the answer, do you know how the reps themselves feel about the opportunity to push Afrezza, do they genuinely believe they can move it in high volume, will their docs go for it? I would guess that the "cream of the crop" would have a pretty accurate feeling about what will sell and what will be tough to sell.
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Post by kc on Jan 14, 2015 22:38:24 GMT -5
Today MannKind is worth about 6 to 7 billion or about $14 to $18 per share. Perhaps with a full year or two of sales $25.00 per shares 10.5 billion
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Post by babaoriley on Jan 14, 2015 22:41:16 GMT -5
Don't listen to that guy Baba. He is a notorious short pretending to be a sarcastic long... JPG Yep JPG , you are absoloutely correct ,) Coco & I met the infamous Postaholic at the annual shareholders meeting this past May , then he took us out to hands down the best lunch I've EVER HAD !, solely in an attempt to scare Coco & I into selling our shares & consider going short ,)Or at least help him cover ,) That Baba is a shady character for sure , along with Spiro, Mannmade, Brentie ect , & JPG while I'm on the subject of shady characters are you REALLY a MD ?,) LOL ! Sorry I was in the mood for some fun I not only listened to the call today , but I also had the bad version & tortured my boyfriend by playing it thru my Bluetooth in my car while we drove back from San Diego ./ Now I truly KNOW that he does Love me ,) I could not understand much & had him drive so my ear could be right up near the speaker Needless to say , I'm still very confident I just felt bad for Al & his coughing fit , I can relate as I always seem to have a scratchy throat when I'm at a wedding,funeral or anywhere that there's that moment when everyone is supposed to be Silent ./ Baba in all seriousness you are a fantastic person ! I hope you all get my humor in this My Birthday is next month & I will also be celebrating it belated in Mexico , the launch during that time could = my best Birthday present since I was a kid I trust that Sanofi know's what they're doing & Mannkind also for that matter , Only time will tell if we are all on the winning side of the Game but I'm not losing sleep over my investment Segway, Did anyone catch that tweet shared on board re: Dreamboat requiring 2.5 times more Insulin than pens? I took it with a grain of salt but that's the only thing today that made me go Hmmmm… I don't tweet and don't plan on starting GLTA, Lynn I believe that Lynn has won the coveted James Joyce award in the past, although memory is not my strong suit (finding good places to eat is), but Lynn is a clear winner with the above post!! Those awards are not given out every day, but once in a while a person hits the mark! Although I'm far from a doctor, based on what you said about the times you get a scratchy throat, I think it's clear that the emotion gets you to start welling-up and if those tears aren't all running down your cheeks, they're going down your throat, causing irritation. And thank goodness for that - who needs an aloof nurse? We already have one here in Coco (she's a calculated investor who thinks in terms of the bottom line), and then, Dolly, she's so aloof she won't even post here! Don't freak, Coco, just kidding, you and Lynn are wonderful people and I am hoping for your sakes that MNKD does great! Look forward to getting clarification and comfort from the smart people here re the 2.5x, I sure noted that, too.
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Post by alcc on Jan 14, 2015 22:45:11 GMT -5
I fully expect some short scum to blame Al's cough on his puffing on Afrezza.
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Post by gwb on Jan 14, 2015 22:56:30 GMT -5
Sanofi interviewed their best reps currently selling other Diabetes meds. They chose the cream of the crop to sell Afrezza. Get ready for a blockbuster new medication that works. jb, you seem to have some important and comforting knowledge - I think it's safe to say we're happy that you're a sharer! Let me ask you this, as you might know the answer, do you know how the reps themselves feel about the opportunity to push Afrezza, do they genuinely believe they can move it in high volume, will their docs go for it? I would guess that the "cream of the crop" would have a pretty accurate feeling about what will sell and what will be tough to sell. Baba this is Vegas . They are bring their A game . Your level of knowledge on this product won't get you the job , maybe assistant sales person ( drive the car ) ! . Watch just a few weeks out . They are going first class here in Vegas and if that is like other parts of the US , this is really going to sell .
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Post by Deleted on Jan 14, 2015 23:05:53 GMT -5
Fwiw I think I remember reading somewhere afrezza was roughly 80 mg DKP / 10 mg insulin. how many mgs are there in a unit of insulin? only source I could find was exubera which was 8 units of insulin per 3 mg, so assuming 8 unit cartridges is where the 80/10 comes from then it's fairly accurate in that it's 2-3x more.
What I don't know is If the person tweeting did the same math I did using exubera to arrive at that or if it was a direct question to MNKD in the Q&a.
Further, there might be some differences in hexamer vs monomer.
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Post by lynn on Jan 14, 2015 23:06:47 GMT -5
Baba , you are correct you granted me that award one other time so I'm certain I must have shared something profound ,) lol ! God knows what it was tho but since I'm feeling inspirational tonight & too lazy to search for what ever I may have said way back when , it goes to show how resilient & Overly Obsessed we all are with this stock , if anyone else is this obsessed with another stock please do share the Ticker ... So we all seem to be a collective pool of Like minded people from all different backgrounds & stages in our Life , but we do share one common bond & that is the Ability to think outside the box , see something before it hits the masses ect. Those like us are often beaten up more than those that go with the status quo , I still love my Facebook quote that I added about myself in 08 , which some misinterpret , but maybe you all will get it the way I do .."A Rolling Stone gathers no Moss but gains a fine Polish " that's from memory so I hope I got it right , I'm confident that I did that's me I love & embrace change , without it I'd feel stagnant , tho I do Love moss & rain So maybe this investment will someday afford me the opportunity to retire in OR or WA State & I'm a people person , I accept everyone for who they are as long as they're genuine , I've just always been the Black Sheep & I must admit I've no regrets GLTA, Lynn
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Post by babaoriley on Jan 15, 2015 0:54:31 GMT -5
Hey, Lynn and all, I'll share something funny about AF. I follow many biotechs, including XON and ZIOP, which had very good days today based on a deal with MD Anderson that they announced after close on Tuesday. The deal involved the two companies (both of which are affiliated strongly with billionaire biotech magnate RJ Kirk) each paying MD Anderson $57,500,000 worth of their respective stock, the last $7,500,000 of which was incentive for MDA to finalize the deal this week so the news could be released during the JP Morgan conference. Anyway, news of the deal got both stocks up materially in AH on Tuesday. At any rate, AF's tweet on Tuesday night was something like, "can you imagine the conversation between the director of MDA and Sloan Kettering, 'can you believe it, I just got some billionaire to contribute over $100,000,000 to us and fund our research on this stuff for several years.'" Well, AF's tweet fell on apparently deaf (or at least hearing impaired ears), as both stocks enjoyed huge days today! Hahahaha, love it when that jerk is so blatantly and publicly and absolutely WRONG!!
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