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Post by rockstarrick on May 13, 2015 14:47:13 GMT -5
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Post by kc on May 13, 2015 14:50:01 GMT -5
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Post by savzak on May 13, 2015 14:56:49 GMT -5
Slide 16...
– Increasing Production Capacity/Offerings – Expected to triple by end of June – 12 unit cartridges to be introduced in Q3
– Increasing Doctor Interest
– 54,000 sample packs (1.6 million cartridges) produced and delivered
– DTC advertising to begin early Q3
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Post by BlueCat on May 13, 2015 14:56:53 GMT -5
Thanks KC. Missed the first half.
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Post by _neil on May 13, 2015 14:57:05 GMT -5
Where was this guy during the CC? Used the dreamboat for the experimental THC candidate perhaps??
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Post by bradleysbest on May 13, 2015 14:58:46 GMT -5
Very surprising, but yes he was VERY good today!
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Post by savzak on May 13, 2015 15:01:02 GMT -5
Slide 22 regarding Technosphere applications...
• Current Status • First Product In Development Pipeline • Second Product Expected to Enter Pipeline By Year End • Subsequent Products at roughly 6 month intervals • First 4 Product Candidates Identified (both indication and API) • Development Plans Initated
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Post by BlueCat on May 13, 2015 15:01:24 GMT -5
My guess is that some feedback got through.
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Post by james on May 13, 2015 15:01:32 GMT -5
Some highlights from today's talk:
Matt did all the speaking. Few questions at the end, I heard 2 folks speak up to ask. Al was there, I believe I heard him in the background at the conclusion.
Additional cost reductions coming (closing Valencia office)
Reaffirm no secondary dillutive financing to satisfy the maturing convertible debt - continue to suggest similar instrument as most likely option; mentioned current short interest as possible impediment to this - mentioned current share price as additional (not primary) reason for avoiding dilutive option - I believe he suggested an expansion of loan from Al as a possibility - it went by pretty quick and I was caught off guard by the statement
TS development - Pain product in current pipeline - Pulmonary product to enter pipeline this year - Additional products at 6 month intervals - 18 months to partnership opportunity (Hakan had stated 12-18 in quarterly cc)
Disclosed sample pack volume delivered to Sanofi at 54,000. I believe that is the first number given on this.
Stated production capacity triples end of June (so 2&3 are not on line yet)
Showed Sanofi slides highlighting patient/physician preferences for Afrezza
DTC in early 3Q (will begin with print ads / lower cost options)
Some interesting discussion on the partnership arrangement. So far MNKD has been in complete agreement with spend levels and marketing plans.
Anything else?
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Post by _neil on May 13, 2015 15:01:38 GMT -5
Aaaaaand... right on cue after the tiniest of good news comes a JPM downgrade. Afrezza might stick around by the time I get diabetic but I need something for heartache
Post edit: I read this news late. It was already published this morning.
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Post by Deleted on May 13, 2015 15:03:25 GMT -5
Aaaaaand... right on cue after the tiniest of good news comes a JPM downgrade. Afrezza might stick around by the time I get diabetic but I need something for heartache Post edit: I read this news late. It was already published this morning. downgrade has been out a few days
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Post by gomnkd on May 13, 2015 15:04:08 GMT -5
– 54,000 sample packs (1.6 million cartridges) produced and delivered
How many of these packs did Sanofi deliver to Docs?
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Post by james on May 13, 2015 15:05:38 GMT -5
My guess is that some feedback got through. Sometimes I think Matt is reading this board. Wouldn't necessarily surprise me.
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Post by rockstarrick on May 13, 2015 15:13:07 GMT -5
Just listened again, what a great presentation. Great Job Matt
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Post by eddiemoy on May 13, 2015 15:17:29 GMT -5
agreed that matt did a great job answering lots of open questions. i feel much more confident now with my position mostly from how he sounded so confident!
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