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Post by notamnkdmillionaire on Oct 5, 2015 8:06:13 GMT -5
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Post by ripano on Oct 5, 2015 8:37:49 GMT -5
I will be in Las Vegas also. Maybe I will see if I can attend. No Rx post from me for the next 2 weeks. On Vacation.
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Post by tbone on Oct 5, 2015 8:40:21 GMT -5
No! You must post the scripts. Not an option.  |
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Post by notamnkdmillionaire on Oct 5, 2015 8:46:28 GMT -5
I will be in Las Vegas also. Maybe I will see if I can attend. No Rx post from me for the next 2 weeks. On Vacation. Bring a nice bottle of liquor with you. You might need it to get through the presentation. |
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Post by obamayoumama on Oct 5, 2015 9:41:02 GMT -5
I would expect Matt to clear up the status of the Note |
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Post by Deleted on Oct 5, 2015 10:26:51 GMT -5
If you go back and LISTEN to recent conference calls, you will discover that Matt has been updating financials and pipeline. Try it this time, you might learn something. |
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Post by harrys on Oct 5, 2015 11:24:47 GMT -5
I'm expecting to hear about the note resolution, maybe a further milestone, and same old talk of developing Technosphere; I have my doubts as to whether these "developments" will be any further along than they were last time around. Most of Matt's statements are in regard to a bright tomorrow, never today.
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Post by mrv on Oct 5, 2015 11:42:31 GMT -5
I'm expecting to hear about the note resolution, maybe a further milestone, and same old talk of developing Technosphere; I have my doubts as to whether these "developments" will be any further along than they were last time around. Most of Matt's statements are in regard to a bright tomorrow, never today. Agreed, and I hope, as a CFO, Matt presents the actual facts, without sugar coating or deviating from the truth. |
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Post by notamnkdmillionaire on Oct 5, 2015 11:53:49 GMT -5
If you go back and LISTEN to recent conference calls, you will discover that Matt has been updating financials and pipeline. Try it this time, you might learn something. I have listened very carefully but always hear the same bull. But maybe I wasn't listening close enough and maybe you can enlighten me on what exactly the next TS application was? I remember Matt talking about two but not clarifying what exactly they were. All of my yelling at management might have impaired my hearing a bit. So help out a fellow investor and clue us clueless in. thanks in advance. |
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Post by Deleted on Oct 5, 2015 12:23:02 GMT -5
If you go back and LISTEN to recent conference calls, you will discover that Matt has been updating financials and pipeline. Try it this time, you might learn something. I have listened very carefully but always hear the same bull. But maybe I wasn't listening close enough and maybe you can enlighten me on what exactly the next TS application was? I remember Matt talking about two but not clarifying what exactly they were. All of my yelling at management might have impaired my hearing a bit. So help out a fellow investor and clue us clueless in. thanks in advance. During the last two or three calls, Matt mentioned one then a second TS application. I can not recall the specifics but do recall one analyst question him regarding the timing to human trials. While the first application has a head start, the second application will make it first into human trials. So instead of yelling, take the time to LISTEN to the conference calls. If you can not do that, please stop putting out false information. |
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Post by cfield23 on Oct 5, 2015 12:48:16 GMT -5
I have listened very carefully but always hear the same bull. But maybe I wasn't listening close enough and maybe you can enlighten me on what exactly the next TS application was? I remember Matt talking about two but not clarifying what exactly they were. All of my yelling at management might have impaired my hearing a bit. So help out a fellow investor and clue us clueless in. thanks in advance. During the last two or three calls, Matt mentioned one then a second TS application. I can not recall the specifics but do recall one analyst question him regarding the timing to human trials. While the first application has a head start, the second application will make it first into human trials. So instead of yelling, take the time to LISTEN to the conference calls. If you can not do that, please stop putting out false information. @1_percenter not sure where you're confused here. Matt was pretty blunt about the specifics & stages. Here's the quote from Matt in the Q2 conference call: Now, let me turn to our development portfolio. We made progress in the two key initiatives discussed in our last call: first, the pulmonary hypertension; and second, pain management.
Our program in pulmonary hypertension has entered the technical feasibility phase, during which we prepared for the dry powders and evaluated their aerodynamic properties, stability, and other characteristics. We expect these activities will take about six months or so, before we will have powders that can be evaluated in animal models. The pain management program is focused on the product that is intended to manage moderate-to-severe acute pain and is also in the technical feasibility phase. We have already prepared several prototype powders to formulate around a small number of active pharmaceutical ingredients or API, and we have evaluated some in preclinical models. The results have been actually very encouraging so far. The focus now is to select the optimal API and move to Investigational New Drug or IND-enabling studies. Behind these programs we identified a short list of additional product candidates for which development plans are being drafted and commercial business opportunities models. The hiring of Dr. Urbanski as Chief Medical Officer is the key step to manage these and all future new product development efforts and we look forward to providing more detailed update in our upcoming calls based on Dr. Urbanski’s work. Lastly, I want to call attention to MannKind being part of saving life at birth, a grand challenge for development program sponsored by the Gates Foundation. It was announced that the Mintaka Foundation for Medical Research was an award recipient for innovative solutions to prevent maternal infant deaths in hardest to reach regions of the world. The award recipients were selected from more than 750 submissions. The Mintaka grant that powers MannKind’s effort for dosage form development was based on work performed at MannKind to develop a highly heat-resistant and noninvasive formula of oxytocin to reduce maternal death due to postpartum hemorrhage. We offer congratulations to the members of our clinical team who contributed to this research. So in closing, MannKind is undergoing a very exciting period in the company’s history. We are seeing our flagship product Afrezza gain market visibility and be described as life-changing by diabetic users. We are watching our Afrezza work in Sanofi make great strides in the sales and marketing of this revolutionary product. We have exciting new product developments underway based on our patented Technosphere platform. |
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Post by Deleted on Oct 5, 2015 15:19:46 GMT -5
@cfield - thanks for capturing the specifics of what I mentioned. Too bad some people complain that management is not forthcoming yet the information is available if they took the time to look or listen.
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Post by cfield23 on Oct 5, 2015 16:19:53 GMT -5
@cfield - thanks for capturing the specifics of what I mentioned. Too bad some people complain that management is not forthcoming yet the information is available if they took the time to look or listen. No problem. You gotta know what you own and why you own it! (not you, as I know you're long) I don't get the management bashing either. They've gotten burned (Shkreli) by being too forthcoming, so they're caught between a rock and a hard place. Seriously, I believe that if you do what Al says (take care of the patient first), the pps will indeed follow suit. |
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Post by liane on Oct 5, 2015 16:26:23 GMT -5
@cfield - thanks for capturing the specifics of what I mentioned. Too bad some people complain that management is not forthcoming yet the information is available if they took the time to look or listen. No problem. You gotta know what you own and why you own it! (not you, as I know you're long) I don't get the management bashing either. They've gotten burned (Shkreli) by being too forthcoming, so they're caught between a rock and a hard place. Seriously, I believe that if you do what Al says (take care of the patient first), the pps will indeed follow suit. Could not have said it better! |
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Post by mnholdem on Oct 5, 2015 16:28:57 GMT -5
Perhaps some missed the discussion a few weeks ago about whether the recent switch in Hakan's message regarding the pain management drug could mean something is happening. Last year, mgt stated they had all their API selected for their pipeline. Now, suddenly, MannKind is evaluating an "optimal" API for pain management? Some of us interpret this to mean a BP I may be negotiating with MannKind to use a branded API rather than a generic in order to protect that BP's market share.
One example is GSK's Imitrix, which is a sumatriptan for migraine relief. The generic sumatriptan is manufactured by Sun Pharma, where our new CMO used to work. MannKind also has a patent for delivery of sumatriptan using Technosphere (yeh, I've done my homework on this). Is it possible that GSK's sumatriptan may become the "optimal" API for migraine pain relief for the right deal, of course?
Negotiations could be a reason for the company's news blackout. Lack of steady news sucks for investors and can result in speculation such as in this post, but it's important to understand that MannKind's silence does not necessarily indicate trouble.
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