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Post by liane on Apr 11, 2015 9:28:35 GMT -5
The annual shareholders meeting is Thursday May 21 at 10 AM in Danbury CT. If you are attending the meeting and want to meet up with this group, please respond to this poll. You can change your answer or even delete your answer at any time if your plans change.
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Post by liane on Apr 11, 2015 9:47:11 GMT -5
Sorry I mucked around and tried to combine this poll with OOG's thread on the ASM. Didn't come out the way I wanted, but hopefully everyone gets the idea.
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Post by ezrasfund on Apr 11, 2015 9:54:51 GMT -5
I will be driving down from Vermont. I also attended the last time the annual shareholders' meeting was held in Danbury in 2010. I think there might be a brief tour of the plant offered after the meeting. I expect Al will provide donuts and coffee for those of us coming in that morning. I would suggest lunch after the meeting for those who do not need to get right back on the road.
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Post by me on Apr 12, 2015 11:28:47 GMT -5
At this time, I intend to be there. I'm trying to arrange a business appointment in the area late that afternoon, so breakfast before the meeting would be best for me.
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dean
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Post by dean on Apr 13, 2015 16:20:01 GMT -5
Unfortunately I will not have the opportunity to attend. May I suggest to those that will attend: 1. Send preemptive emails to all mnkd officers/principals representing the company at the shareholder meeting, requesting a guarantee that they will not cut off questions from retail investors. At a minimum get them to commit answering x number of questions. Maybe they won't respond or commit but they will surely get the message that we retail investors expect and have a right to better communications on matters affecting shareholder value. 2. Construct a one page flyer and distribute to all attendees, retail-institutional-analysts-mnkd-etc everyone there, laying out our perspective on mnkd management's dismal performance in creating shareholder value, delineating concise important questions for mnkd to answer, and a demand statement calling for mnkd to develop a plan on creating shareholder value to include how and when.
Of course there are things mnkd will not/does not want to say. Excuses will range from competitive and legal reasons to telling us we must remain patient to everything in between. Distributing the flyer will hopefully help build a fire under mnkd mngmnt, particularly when they see the flyer is being read by analysts and the world at large. Many of you likely experienced and enjoyed, as I have, those biotech companies that pride themselves in excellent shareholder communications and have stated on the record that creating shareholder value is a top priority for them. There is much much more mnkd mngmnt can do that they simply do not do with regard to showing respect to shareholders. This upcoming shareholder meeting is very important for our voices to be heard. We will not have another opportunity for a year to truly express ourselves in such a pivotal forum with many eyes and ears observing. Let us not look back at this as a lost opportunity.
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Post by me on Apr 13, 2015 20:25:44 GMT -5
Unfortunately I will not have the opportunity to attend. May I suggest to those that will attend: ....... Of course there are things mnkd will not/does not want to say. Excuses will range from competitive and legal reasons to telling us we must remain patient to everything in between. Distributing the flyer will hopefully help build a fire under mnkd mngmnt, particularly when they see the flyer is being read by analysts and the world at large. Many of you likely experienced and enjoyed, as I have, those biotech companies that pride themselves in excellent shareholder communications and have stated on the record that creating shareholder value is a top priority for them. There is much much more mnkd mngmnt can do that they simply do not do with regard to showing respect to shareholders. This upcoming shareholder meeting is very important for our voices to be heard. We will not have another opportunity for a year to truly express ourselves in such a pivotal forum with many eyes and ears observing. Let us not look back at this as a lost opportunity. "Oct 3, 2014 14:33:59 GMT -4 dean said: Many retail investors are expecting the next MNKD 10Q to provide transparency on the exact $'s and %'s associated with milestones and other financial details in the Sanofi agreement. I also would like to learn those details, but most companies similarly situated with a marketing agreement such as Mannkind do not publicly disclose that detailed information. Mannkind's next 10Q filing should include the Sanofi agreement as an exhibit but the $'s and %'s of most forecasting value to investors will be redacted and instead direct you to a footnote that reads something like this: *** INDICATES MATERIAL THAT WAS OMITTED AND FOR WHICH CONFIDENTIAL TREATMENT WAS REQUESTED. ALL SUCH OMITTED MATERIAL WAS FILED SEPARATELY WITH THE SECURITIES AND EXCHANGE COMMISSION PURSUANT TO RULE 24b-2 PROMULGATED UNDER THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED. Giving everyone a heads-up now so expectations can be tempered and to avoid at least some disappointment that could cause further erosion of pps when those financial details are not disclosed in Mannkind's SEC filing." Conflicted much?
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dean
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Post by dean on Apr 13, 2015 21:21:01 GMT -5
Follow-up and clarification to my last post: My long investment conviction lies in the underlying strength of the device technology and the medical benefits of afrezza plus other tbd applications. There are a lot of very smart people on this board. Given the relatively short amount of time that we will have to be heard, my post seeks to have board members discuss and plan an integrated STRATEGY for the shareholder meeting. Comments, soliciting suggestions from board members, debate, weighing pros and cons among board members is part of the process to agree or not agree on a unified goal/strategy for the shareholder meeting. Read more: mnkd.proboards.com/thread/2068/topics-annual-shareholders?page=5#ixzz3XFHUUQMx
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Post by peterpan on Apr 16, 2015 7:28:05 GMT -5
Hope the Meeting will be able to give informations to Analysts to confirm the Future price trend.... RBC just reduce the Price target to $10.00 and they can reduce it again!
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Post by mnholdem on Apr 16, 2015 7:43:43 GMT -5
The many 1-year targets for MNKD are solely based on how Sanofi is proceeding with Afrezza®. Analysts will publish new share price targets that will be significantly higher once MannKind announces pipeline development, marketing & sales agreement(s) with upfront payments.
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Post by dreamboatcruise on Apr 17, 2015 13:51:01 GMT -5
Follow-up and clarification to my last post: My long investment conviction lies in the underlying strength of the device technology and the medical benefits of afrezza plus other tbd applications. There are a lot of very smart people on this board. Given the relatively short amount of time that we will have to be heard, my post seeks to have board members discuss and plan an integrated STRATEGY for the shareholder meeting. Comments, soliciting suggestions from board members, debate, weighing pros and cons among board members is part of the process to agree or not agree on a unified goal/strategy for the shareholder meeting. Read more: mnkd.proboards.com/thread/2068/topics-annual-shareholders?page=5#ixzz3XFHUUQMxI think we need to have someone stand up and state that they are representing " the Board" and demand some answers. Maybe management will be flustered and think it's the board of directors.
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Post by purge on Apr 17, 2015 19:10:12 GMT -5
I feel like we are all lost. I would like to go to this meeting, but I am afraid it would just be a big waste of time. Even if we all get a chance to ask the questions we want to ask, no one is going to tell us anything. I am beginning to wonder why.
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Post by bradleysbest on Apr 20, 2015 9:55:41 GMT -5
Tough questions need to be asked at this share holder meeting! Praying some news/marketing is released by MNKD or SNY prior to May 21 & that our fears will be tempered a bit.
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Post by retireandski on Apr 24, 2015 15:41:46 GMT -5
Driving up from Hoboken, NJ. See you there.
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Post by Chris-C on May 1, 2015 8:14:27 GMT -5
Tough questions need to be asked at this share holder meeting! Praying some news/marketing is released by MNKD or SNY prior to May 21 & that our fears will be tempered a bit. I'm now determining that I will change existing travel plans and attend the annual meeting. Attentive observers can learn a great deal by just being in the environment and watching dynamics, body language, what is not said, etc. I wonder if there would be merit in the board's administrators inviting and assembling a list of shareholder questions generated and ranked on this board? At the very least, they can be assembled in writing and presented. I'd be happy to assist with that. I do recall the unusual circumstance after the trial results were reported when MNKD posted a press release that clarified misinformation and addressed several questions surrounding FUD that was being circulated on boards and in blog posts. I remember being surprised by this, and of course they were obliged to report this in an 8K filing which I was not able to quickly locate for this post. So perhaps if the FUD gets loud enough management will again be motivated to provide some information. It seems that they do pay attention to shareholders' comments on reputable boards. It should be an interesting meeting! Hope to see you all there. As a student of the Tao, I have complete confidence that things will eventually work to the great favor of longs. Sometimes it takes extraordinary effort to remain calm in the face of all distractions. GLTA (In the red and holding tight) Chris C
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Post by kc on May 1, 2015 12:13:18 GMT -5
Chris, Think about it too. But the flight arrangements are best going thru LGA. Anybody else look at fights and times?
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