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Post by harryx1 on May 7, 2015 18:12:20 GMT -5
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Post by liane on May 7, 2015 18:17:28 GMT -5
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Post by hopetoretire on May 7, 2015 18:25:20 GMT -5
Liane, While I hate the LA Times headline, the article seems pretty fair. We ARE at one year lows; the street is not excited about sales (nor are we); he got quotes from MNKD; has pic of Al; quoted Sanofi; has nice picture of inhaler.... If we weren't in love with and invested in and hurting from MNKD, I think we would view the piece as informative, with no emotional reaction. I may be alone, but I think a followup article with happy users is perfect. The street is disappointed in early sales (duh); but users are ecstatic about the product. He will likely also look for some who are less than ecstatic, but over all, I view him as not an enemy. Time may prove me wrong!
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Post by liane on May 7, 2015 18:28:44 GMT -5
I guess I disagree. I thought there were a couple instances where he put on more of a negative spin than was called for.
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Post by mannmade on May 7, 2015 18:29:58 GMT -5
Found another tweet to Brian Sharp from same guy
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Post by compound26 on May 7, 2015 18:30:42 GMT -5
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Post by compound26 on May 7, 2015 18:33:42 GMT -5
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Post by compound26 on May 7, 2015 18:36:13 GMT -5
It appears the author has been following the Mannkind story for quite sometime. Based on his past articles (taken together), he does not sound like a basher of Mannkind or Afrezza.
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Post by liane on May 7, 2015 18:38:03 GMT -5
OK, I guess just the last one bothered me.
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Post by joeypotsandpans on May 7, 2015 19:10:40 GMT -5
If Sam and Brian do interview, *their "off label" impact will be tremendous*. You cannot pay enough to have honest and true testimonials such as theirs, I don't care whether you feel the writer is biased or not...it's not like they could "screw up" anything as when you speak the truth you have nothing to fear...the nonsense thrown around about having a great product but if nobody knows about it won't be the case with Afrezza, this is part of the whole process as it continues to gain in acceptance and validation.
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Post by compound26 on May 7, 2015 21:56:13 GMT -5
If Sam and Brian do interview, *their "off label" impact will be tremendous*. You cannot pay enough to have honest and true testimonials such as theirs, I don't care whether you feel the writer is biased or not...it's not like they could "screw up" anything as when you speak the truth you have nothing to fear...the nonsense thrown around about having a great product but if nobody knows about it won't be the case with Afrezza, this is part of the whole process as it continues to gain in acceptance and validation. 100% agree. At this point, publicity is key. It will be especially helpful if this is an in-depth interview so that Sam and Brian can provide as much information as possible to the readers. As long as the paper relays what Sam and Brian say, it will be good publicity for Mannkind, Sanofi and Afrezza. |
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naykitop
Newbie
Posts: 14 
Sentiment: Long
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Post by naykitop on May 8, 2015 18:28:48 GMT -5
I guess I disagree. I thought there were a couple instances where he put on more of a negative spin than was called for. I can see how from an outside perspective, everything he wrote in the article is pretty accurate. As hopetoretire said, it hurts so much because we are financially (and emotionally) invested in the product/company. A follow up article with Sam would do nothing but improve the overall perception of this product. |
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Post by kepler2stars on May 9, 2015 6:01:19 GMT -5
He has also contacted Elizabeth Perkins. The more the merrier.
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Post by frumenti on May 9, 2015 8:08:59 GMT -5
The article misses the most important point. Corruption in the pharmaceutical industry.
Because of the enormous amount of money corruption is a certainty.
Read White Coat Black Hat.
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Post by Chris-C on May 9, 2015 10:40:34 GMT -5
Reflections on a difficult May:
If share price is any indication, May has been a difficult month to say the least. I find myself reminded of the question to Abraham Lincoln's widow after reports of the events at Ford's theatre were being reported: "Other than that, Mrs Lincoln, how was the play?
As a long term buy and hold value investor, I've experienced these situations many times, and they are always unnerving, even after several similar experiences. It just helps to avoid the noise surrounding share price (and unscrupulous fomenting by short shills posing as informed commentators) and focus on the larger picture and longer horizon. The chatter occurs between traders, but investors are wise to focus only on items that are related to the long term creation of value.
I saw nothing in the conference call that suggested major deviations in the game plan or insurmountable challenges. One can quibble with ambiguities, stage performance, questions about communication between SNY and MNKD, how debt will be discharged, etc, etc. But my main quibble is with an SEC that permits obvious bashing of stocks heavily shorted by hedge funds with the clear intent of influencing the stock price to fall to benefit a large number of traders holding the stock short. That activity is patently illegal, and needs to be policed and enforced vigorously by the SEC.
As a key point here, without a clear indication of the sales and marketing strategy planned by SNY, sales figures are compared not against a known plan, but against the street's "imagined standard" for what might indicate favorable adoption and sales. At this point, there are sales figures and script counts, but they are largely meaningless without a target stated by the company and without further knowledge of the game plan. It has been clear that certain Hedge funds have seen Mannkind as a convenient target because of the known vulnerabilities of startup biotechs. This happens with regularity and impunity.
Mannkind must also overcome the burden of succeeding an earlier failed attempt by PFE to market an inferior inhaled insulin and delivery system. History is filled with failed projects that are resurrected by different players at later times with great success. Consider the colossal French failure at building a canal in Panama, followed 20 years later by a difficult by hugely successful American commitment to building a Canal that recently celebrated the Centennial of its opening. The failed company was headed by men who were in over their head and failed to recognize key challenges. The Americans realized that in addition to having a feasible engineering plan, they also had to overcome the mosquito borne diseases that decimated the workforce, and tenacity. With Mannkind, the French have an opportunity to turn the tables and succeed where an American company failed.
I'm saving my cash to purchase further bargain priced shares to lower my cost average. I would like to pick up another 3-5K shares, and I anticipate a one year wait for a share price that exceeds the current 52 year high. At this point, unless there are surprises, I expect the SP to be at 15 by June of 2016, 18 by September of next year, and 20+ at the end of next year (18 months). This is all predicated on an announcement for a viable Technosphere partnership within that time frame.
The drags on MNKD, in addition to the ghost of a failed Exubera and the high short interest, is the number of shares outstanding. The dilution necessary to get this product to market created a huge ball and chain; and there is evidence that part of this was due to failed strategy and execution on the part of management. I tend to be a charitable guy when it comes to management, but I think Al Mann needs to take another look at his leadership team to assure investors that, going forward, their "leadership persona" communicates confidence during conference calls and decisive well considered decisions between them. I think some media coaching is clearly in order.
GLTAL
Chris C
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