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Post by babaoriley on Apr 27, 2015 12:17:50 GMT -5
Yes. Kudos to many Pro Board members. Maybe if we get real good at this, we can get a jump on everyone else and load up before a major rally?
Are you suggested we'd actually recognize something that might spark a major (sustainable) rally? We have lots of talent on this board, but that kind of talent has not yet made itself known!
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Post by cubonwallstreet on Apr 27, 2015 12:55:35 GMT -5
Stockholders are not the ones buying the medicine and determining its efficacy. If the drug sells, investors will eventually follow. Your view seems shortsighted; seems you would rather a pump and dump stock. Doctors' and patients' perceptions will absolutely play a role. However, PR statements will do very little to influence this. As MNKD said, they will begin advertising to medical professionals first, followed by DTC. I would rather a pump and dump? Quite the opposite actually. The shortsighted view is the one that says "I'm gonna make a quick buck lending my shares out to shorts who are setting out to destroy this company" and not the other way around. My view is very much the long-term view. In the long run, the more good press this product gets, the more people know about it, the more successful it will be in the real world. The financial world and the 'real' world are separate, but also inexplicably intertwined. Why wouldn't you want the tailwind of positive press in the media? If the stock was up 100% since the launch, do you really think nobody would be talking about it? Do you really honestly believe that none of that good press would spill over into the reservoir of patient and Doctor knowledge? The more money shorts make on the stock, the more they're going to short it, the more vocal they're going to be in bashing the company. This is not limited to CNBC and Mad Money. These are real people, and they can absolutely have a real affect on patients' and Doctors' perceptions of the product. Whatever, it seems like this stock has created some strange martyr-like culture where you almost want the pain, that way you can feel more right in the end and laugh at all the stupid people I do understand what you are saying and apologize if I originally misunderstood and/or overreacted. I guess I get tired of people's desire for MNKD to release positive news only for the sake of releasing something. I without a doubt wish we were building on positive momentum even if sales numbers are currently low, and this would be a much better scenario than where we currently find ourselves. I am just not sure what people expect(ed). The stock has been heavily shorted for a long time now, and any "fluff" news or statements are going to be beaten down as we have seen before and again today. MNKD is a love/hate stock, and unfortunately the hate side has built up what seems to be an impenetrable wall with the exception of two things:positive sales and Technosphere news. In regards to the good press leaking over to doctors and patients: This has and is happening. Almost everything you read about Afrezza has been positive. Sure, medical professionals have been reluctant to-date, but this is likely to change. But as diligent investors, we are reading everything about Afrezza (as we should), so we are inundated with good and bad (mostly bad) on the investing side. But those prospective Afrezza doctors and patients are likely reading pertinent information about Afrezza and their disease instead of Afrezza and investments-- and thankfully, this has been overwhelmingly positive.
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Post by mnholdem on Apr 27, 2015 13:18:26 GMT -5
Yes. Kudos to many Pro Board members. Maybe if we get real good at this, we can get a jump on everyone else and load up before a major rally?
Are you suggested we'd actually recognize something that might spark a major (sustainable) rally? We have lots of talent on this board, but that kind of talent has not yet made itself known! Actually, I was teasing liane just a little after reading her post that our board beat MannKind to the punch. I thought it might be ratings week, where we often hear the claim, "you heard it here first".
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Post by tchalaa on Apr 27, 2015 14:53:25 GMT -5
I will say line 2 and 3 are ready and even operational due to the fact that line 1 couldn't produce the 12 units cartridge. Line 2 and 3 can handle more patients and this I think is factored in units productions capabilities 4 - 8 - 12 units instead of just the first 2 different cartridges unit for line 1
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Post by cybergym66 on Apr 27, 2015 16:42:25 GMT -5
I will say line 2 and 3 are ready and even operational due to the fact that line 1 couldn't produce the 12 units cartridge. Line 2 and 3 can handle more patients and this I think is factored in units productions capabilities 4 - 8 - 12 units instead of just the first 2 different cartridges unit for line 1 Interesting...I wasn't aware that the first line couldn't handle 12U cartridges. Was that stated by MNKD or in some document?
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Post by mike0475 on Apr 27, 2015 19:02:44 GMT -5
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Post by cybergym66 on Apr 28, 2015 5:42:22 GMT -5
Nice short article, but correct me if I'm wrong...the info about the 12 U cartridge doesn't mention which line(s) it will be produced on. So right now I understand that the 2nd & 3rd line is faster (10%?) than the 1st line and assume only those lines can produce the 12 U cartridge this ties in with the belief that if the FDA approved production of the 12 U then that means the 2nd & 3rd lines are up and running.
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Post by yossarian on Apr 28, 2015 6:48:28 GMT -5
Everybody seems to forget MNKD was sued years ago for making optimistic statements that the plaintiffs said misled investors. That case was settled. Think that taught them to be quiet and let the facts speak for themselves.
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Post by mnholdem on Apr 28, 2015 8:54:49 GMT -5
There is a difference between making optimistic statements and the timely sharing of information with investors whenever events occur and facts become available.
The lawsuit occurred because Al said he was in private talks with the FDA and that the 2nd Generation inhaler (aka DreamBoat) would be approved with the testing that was submitted. Then the FDA issued a CRL requiring more testing of the inhaler device. Lesson learned? When it comes to FDA officials, ALWAYS get it in writing.
I do not see a correlation between that lawsuit and MannKind Investor Relations Department's current case of lock jaw. But maybe Al instructed Matt to keep a lid on any "speculative" information in the future. It would be a shame if MannKind finds itself often weighing the pros and cons of a PR.
It's more likely that Matt focuses on his financial duties to the detriment of IR.
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