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Post by dstevenson on Jul 27, 2015 10:20:13 GMT -5
on he cc the ceo and cfo said to call sny regarding what their doing wig afrezza because the marketing is in their hands. Finally saw enough and called SNY...their lady said to call Matt as that is their product....
Can't ever get a hold of Matt for him to answer these questions
Awesome
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Post by dreamboatcruise on Jul 27, 2015 10:58:20 GMT -5
I wasn't thrilled with that comment from MNKD referring people to SNY. Granted it was an analyst, so their is perhaps some nuance that an analyst likely does have access to asking that of SNY without being totally dismissed as you were. SNY doesn't necessarily feel any obligation beyond their own shareholders. As a shareholder in MNKD it really should be Mannkind's responsibility to press for getting as much reasonable information as they can from SNY and communicating that with their shareholders or giving thoughtful non-pass-the-buck responses indicating valid reasons certain things should not be discussed. They shouldn't imply that Mannkind shareholders should turn to SNY for answers as SNY investor relations, or any other parts, isn't there for the benefit of us as MNKD shareholders. Of course... it was an analyst not an ordinary shareholder that the comment was directed at... I believe.
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Post by ezrasfund on Jul 27, 2015 11:01:37 GMT -5
Remember they are able to tell you very little, nothing that is not public information, and so not much that you can't find on line, beyond some clarifications. You can tell them about your complaints and concerns which is about like writing your congressman. When it comes to sales and marketing, Sanofi is the place to go. Here's a list of some folks who are working on Afrezza, but they would probably prefer you talk with investor relations.LOL
Team Dagmar:
Dagmar Kastelan
Director Afrezza International Expansion at Sanofi
Katherine Zimmerman
Director Professional Marketing, Afrezza at Sanofi
Alexander Rupp
Afrezza Professional Marketing at Sanofi US
Joshua Rodriguez
Senior Manager, Afrezza Professional Marketing at Sanofi
Shannon Faught
Director, Diabetes Marketing at Sanofi
Bob Muha
Commercial Strategist
Jim Dixon
Director, Patient Marketing - AFREZZA® at Sanofi
Andrew Purcell
VP, Head of Diabetes Business Unit at Sanofi
Breffni Fox
Consultant Marketing Director at Valeritas
Debbie McCollough
Senior Director, Diabetes Marketing at Sanofi
Travis Roop
Sr. Product Manager - Diabetes at Sanofi
Stefan Schwarz
US Afrezza Lead Sanofi
Angela Columbano
Director, global licenses diabetes at Sanofi
Kathrin Dr. Brodowski
Head Diabetes Portfolio Management & Deputy Strategy & Portfolio Management bei Sanofi
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Post by newmnkdinvestor on Jul 27, 2015 11:16:32 GMT -5
Part of me thinks that if they came out and told investors. Look we got years to go shorts would start piling on at this share price.
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Post by dreamboatcruise on Jul 27, 2015 11:20:17 GMT -5
I see the people responsible for marketing to docs, and the people responsible for marketing to patients. What I don't see is the person responsible for getting payer acceptance, or "access" as I believe it is also referred. It appears that there is now a director level position open for Payer Marketing. I find it hard to believe that they have not had someone who's full time job that is. Yes, it's likely that it's a whole team and that they cover all drugs for SNY within their assigned insurers/PBM... but I believe it is customary to have a management position for each drug dedicated to coordinating that effort with the access team. ezrasfund... do you have any insight into this apparent missing person? |
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Post by dstevenson on Jul 27, 2015 11:25:55 GMT -5
I hope we're not scrambling to fill important positions....6 months after launch and 9-10 months are signing on the lines?
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Post by ezrasfund on Jul 27, 2015 11:28:24 GMT -5
I see the people responsible for marketing to docs, and the people responsible for marketing to patients. What I don't see is the person responsible for getting payer acceptance, or "access" as I believe it is also referred. It appears that there is now a director level position open for Payer Marketing. I find it hard to believe that they have not had someone who's full time job that is. Yes, it's likely that it's a whole team and that they cover all drugs for SNY within their assigned insurers/PBM... but I believe it is customary to have a management position for each drug dedicated to coordinating that effort with the access team. ezrasfund... do you have any insight into this apparent missing person? No, this is just another example of my skills with copy/paste. |
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Post by savzak on Jul 27, 2015 11:51:47 GMT -5
Part of me thinks that if they came out and told investors. Look we got years to go shorts would start piling on at this share price. I agree that IF SNY actually said "years" to go before Afrezza is profitable the shorts would pile on. But short of that extreme, I actually believe it would spook the short side if SNY said something like this:
"While we acknowledge that the initial uptake in sales of Afrezza has been hampered beyond our initial expectations as a result of the factors we've discussed, we are confident that those factors are being addressed and will not prove to be a long term impediment. Though delayed, our initial expectations regarding Afrezza's ultimate market success has not changed and, in fact, has been substantially corroborated by patient and provider feedback received thus far. Sanofi remains committed to the success of Afrezza and we are more confident than ever that it will ultimately be a critical component of our armamentarium of therapies for the diabetic community."
The two key points of such a statement are 1. we're more confident than ever and 2. we aren't going away.
This would eliminate the number one FUD component available to shorts...that SNY will jettison Afrezza early in 2016 and would embolden longs. Couple a statement like this with financials that demonstrate Afrezza is already selling substantially more units than the reported script numbers would indicate, and I would consider SNY's report a very big positive for MNKD.
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Post by dstevenson on Jul 27, 2015 12:01:12 GMT -5
I don't think the share price will be higher unless we get a buy in. Positive statements will only be spun to a negative, it's happened time after time with this stock. It has to be some significant news to move this to the uptick. If not share price will share or trade flat, will not be up. My opinion
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Post by parrerob on Jul 27, 2015 12:19:38 GMT -5
Positive announcement have the effects that people do not sell. So if PPS goes down short index increases.... like it has been until May. Now PPS is going down and short interest too and this is not a good sign, imho. Meaning people are selling their positions...... and the coil of short index is loosing power.
But, you know, there is a mystery behind our short interest and may be they found their way to cover and hopefully could be good for us in the next future.
I want to be patience till September when I am expecting scripts really increasing...... |
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Post by dstevenson on Jul 27, 2015 12:21:19 GMT -5
We'll see what happens come aug 10th or 15th whichever day the debt is due.
This is my guess:
No buy in, rolling debt out.
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Post by orlon on Jul 27, 2015 12:39:44 GMT -5
on he cc the ceo and cfo said to call sny regarding what their doing wig afrezza because the marketing is in their hands. Finally saw enough and called SNY...their lady said to call Matt as that is their product.... Can't ever get a hold of Matt for him to answer these questions Awesome During the last CC, Matt Pfeffer told the investing community 'we're not there yet,' and the entire MNKD management team projected the same great lack of confidence in when they would get there. I would call for a shareholder revolt and sweep out the BOD, but such an effort would be like whizzing in the wind. Meanwhile we can speculate on theories and secret plans, and great schemes leading to success, but in the final analysis we are SCREWED. Last time Matt spoke the share price began to tank...it's been downhill from there. Best not to hear from MNKD management or we'll see $2.00/shr by the end of August. |
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Post by mssciguy on Jul 27, 2015 12:53:50 GMT -5
SNY earnings, MNKD earnings both within a week or so, right?
Enough is enough. Imagine being on margin and getting a margin call--- they are surely hearing a lot of complaints
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Post by mannmade on Jul 27, 2015 13:52:34 GMT -5
I have to say one of the things I appreciate most about my investment in Mnkd is the sense of community and the shared experience that I have found on this Board which I have not previously experienced to this degree with any of my previous investments. I have found that this Board is in and of itself a "living breathing entity" that through a "collective consciousness/conversation" created from the input of it's members reflects a current mood and opinion, at any given moment in time, that has helped me to review from time to time and complete my own internal conversation(s) about why I continue to stay over-weighted with Mnkd as part of my investment strategy/plan.
Currently the mood of the Board's conversation seems to have soured as it tends to do when the price faces such downward pressure as we are currently seeing. And with this, the frustration that we all feel with mnkd is expressed louder and more frequently the lower the price goes... The more optimistic Posters will offer a variety of theories as to why the share price and script count continues to be low and that it is a good time to buy more, the less optimistic (but still genuine longs) will voice their frustration, some louder than others, and the fake longs/shorts will try and use this period of time to post FUD.* I read all and then look within myself to try and understand what the "collective conversation" is telling me. Ultimately I come to the same conclusion... The truth is none of us know.
I for one consider myself to be among the more optimistic longs, who who continues to buy on the dips when I can. I have been in mnkd since 2009 (and pay homage to those investors who have been in longer, especially those in since the IPO) and consider myself to have been very patient as one of the more optimistic longs. However, I have to admit it is getting tougher and tougher to be patient with this stock when you see other similar start-up bios (as similar as one can be in bio/pharma) with higher valuations and no products in the market. And it is getting harder to listen to the rationalizations or theories as to why the script counts are still low, controlled launch or not.
It is during these times that I realize most of my frustration is not with the share price but with the realization that I find that I have been making my investment decisions in mnkd in relative darkness which is something I do not like to do, and yet with Mnkd I continue to do so, with every day that I hold or accumulate more shares. And I find during times like this, that I ask myself why do I keep doing this, as I would not normally make such important decisions with so little information. After all... "Hope is not a strategy."
The answer I keep coming up with is that I believe in the science and I believe in Al Mann. I know there are many factors that can work to keep a genuinely outstanding product from succeeding. However, I do believe that with the work of the early adopters and the trail they are slowly but surely carving out of the heretofore unexplored mountain we are climbing, that we will get to the top and plant the flag of Afrezza. We may slip back down some as we lose our footing from time to time on the way up (like we are now experiencing), but make no mistake we will get there. And the reason I know this is because the one thing I am certain of is that the results being achieved by the early adopters are real!!! It may take longer than we would like but I do believe Afrezza will succeed and that is why I am still an investor in Mnkd... The conversation of this Board helps me to be patient... GLTAL's!
(My apologies in advance if I sound like I am preaching. Really just venting about my own frustrations and trying to acknowledge the Board, especially Liane and BD for helping/maintaining to shape it's core values)
* I am generally ok with FUD being published and/or posted, although I think it should be called out as such. I like to read it and I see it as a challenge for me, to find the flaws in the arguments. By reviewing the FUD statements and having answers for why each is a piece of FUD I am able to make sure I am not missing something in my optimism about why Afrezza will ultimately be successful.
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Post by dstevenson on Jul 27, 2015 14:00:56 GMT -5
To that point, I am also accumulating against my better judgement as I am
Very overweight now in my portfolio with mnkd options and shares. But that's the thing, no matter how bad it looks were buying and are hoping for our breakthrough. Once we break through, undo believe we'll never look back...but can that come soon enough
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