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Post by parrerob on Jul 3, 2015 5:32:07 GMT -5
Guys someone knows something about lines 2 & 3 running ? approved ?
It was stated many time during recent conference that lines 2 & 3 will be up and running within Q2. Why do You think that company did not arranged any press release about ? It is very strange as usual.
In a "normal" company after reporting, many and many times, an important target for the "road" and with a fixed due date .... normally they update their investors saying something as "achieved", "not achieved" or "postponed".
That's incredible.... Here we have to be updated by our-self.
In this cases, no press release, means: "lines are not running yet"... This is how it works generally the market. So why do You think We don't have ANY press release ? why, to know the status, we have to wait for some question next conference and then analyze the answer ?
This is killing me. Totally agree on "patient first, business second" sentence. But I repeat my self: If You state MANY MANY time that an important target will be achieved within a time period then You CANNOT stay silent ! If You want to stay silent now, the message in the past should be "lines 2 & 3 will be ready in a short time" or "within the end of the year, and probably before" and not "within end of Q2".
Sorry but Disappointed. If some one could give me a good news on that I will be very happy.
Thanks
PS for scripts numbers this week I am expecting total 475 ! Go MNKD Go !
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Post by benh on Jul 3, 2015 8:30:54 GMT -5
Pfeffer: June 4th '15
So a few little minor updates here and there, mostly because people ask about this all the time. We are increasing the manufacturing capacity. We started out with just one line in operation and we now have three lines in operation and the 12-unit cartridge which was recently approved will be the first thing that’s coming off the two new lines. So those would be, starting to be produced shortly if they aren’t today, I’m not sure if they are today but they aren’t, they will be any moment, and Sanofi says they will launch them into the market next quarter."
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Post by Deleted on Jul 3, 2015 14:44:53 GMT -5
Pfeffer: June 4th '15 So a few little minor updates here and there, mostly because people ask about this all the time. We are increasing the manufacturing capacity. We started out with just one line in operation and we now have three lines in operation and the 12-unit cartridge which was recently approved will be the first thing that’s coming off the two new lines. So those would be, starting to be produced shortly if they aren’t today, I’m not sure if they are today but they aren’t, they will be any moment, and Sanofi says they will launch them into the market next quarter." That's more "on the brink" stuff. The last two sentences are MNKD classics. Are lines 2 & 3 operational as of July 1 or not ?
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Post by joeypotsandpans on Jul 3, 2015 14:54:53 GMT -5
Deductive reasoning...if the 12u cartridges are in the market then one can assume the lines are up and running, so I would look out for evidence that the 12u's are on the shelf and being shipped/prescribed
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Post by EveningOfTheDay on Jul 3, 2015 14:57:37 GMT -5
Pfeffer: June 4th '15 So a few little minor updates here and there, mostly because people ask about this all the time. We are increasing the manufacturing capacity. We started out with just one line in operation and we now have three lines in operation and the 12-unit cartridge which was recently approved will be the first thing that’s coming off the two new lines. So those would be, starting to be produced shortly if they aren’t today, I’m not sure if they are today but they aren’t, they will be any moment, and Sanofi says they will launch them into the market next quarter." That's more "on the brink" stuff. The last two sentences are MNKD classics. Are lines 2 & 3 operational as of July 1 or not ? I am under the impression that they are operational. I do not have a specific source, but instead I am basing my belief on little clues taken from a number of statements. However, I too would like to have absolute certainty, so I think I will shoot Matt an email and see if he is kind enough to let me know. If he does I will rely the info to all of you. Have a happy 4th of July everybody. With much aloha.
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Post by otherottawaguy on Jul 3, 2015 15:51:41 GMT -5
We saw them in a movie at rhe annual shareholders meeting, producing yellow cartridges. Matt pointed this out to the group on the tour that shared an elevator with him during our tour if the plant.
Two lines were feeding intonone contraption doing the boxing.
OOG
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Post by benh on Jul 4, 2015 9:54:45 GMT -5
... Are lines 2 & 3 operational as of July 1 ? Yes.
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Post by sportsrancho on Jul 6, 2015 18:06:28 GMT -5
Has anyone talked about using the 12 unit yet? I don't think so. In CA CVS doesn't have them. Matt has not answered the question on Twitter. I would think there would be a PR? Maybe Sam would know? They must be stockpiling them! We should know soon. I'm getting real excited. A lot of good news ahead and a stock that after we turn this last corner will do nothing but go up for years!
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Post by kc on Jul 6, 2015 19:59:09 GMT -5
Leanne you can bet if it was out we would hear about it in a very timely manner.
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Post by jimbering on Jul 6, 2015 21:34:17 GMT -5
... Are lines 2 & 3 operational as of July 1 ? Yes. I am curious why you say yes. I talked to Matt today and he said only one was running and that is all they need for the time being. He expects sales to pick up but can't say when.
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Post by nylefty on Jul 6, 2015 21:51:25 GMT -5
I am curious why you say yes. I talked to Matt today and he said only one was running and that is all they need for the time being. He expects sales to pick up but can't say when. Pfeffer: June 4th '15
So a few little minor updates here and there, mostly because people ask about this all the time. We are increasing the manufacturing capacity. We started out with just one line in operation and we now have three lines in operation
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Post by jimbering on Jul 6, 2015 23:20:45 GMT -5
I am curious why you say yes. I talked to Matt today and he said only one was running and that is all they need for the time being. He expects sales to pick up but can't say when. Pfeffer: June 4th '15
So a few little minor updates here and there, mostly because people ask about this all the time. We are increasing the manufacturing capacity. We started out with just one line in operation and we now have three lines in operation Call him tomorrow and ask how many lines are in operation.
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Post by jimbering on Jul 6, 2015 23:29:30 GMT -5
Pfeffer: June 4th '15
So a few little minor updates here and there, mostly because people ask about this all the time. We are increasing the manufacturing capacity. We started out with just one line in operation and we now have three lines in operation Call him tomorrow and ask how many lines are in operation. Thinking about it this may be a matter of semantics. If my operation one means able to operate there probably are indeed three operational. However, if it means running and producing Matt told me only one at this time since that is all they need for the present demand. But don't take my word for it. Call him tomorrow. He will talk to you.
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Post by BD on Jul 7, 2015 8:08:56 GMT -5
I was about to post what jimbering said. My take is that all 3 lines are "operational", but when Matt wasn't sure if they were running "right now", it was more whether they needed to be running rather than if they were capable of running.
It may be annoying to think they're lying idle, but that would be the natural consequence of the slow launch.
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Post by bioexec25 on Jul 7, 2015 8:38:29 GMT -5
Precisely BD. The lines are likely fully validated and operational. Clearly we won't see news flashes about their excess capacity. I yield to the engineers here to estimate where script counts need to be to require the new lines.
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