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Post by lmj on Oct 12, 2015 14:42:10 GMT -5
I'm still long. But increasingly concerned. Any catalysts on the horizon?
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Post by mssciguy on Oct 12, 2015 14:50:59 GMT -5
I'm still long. But increasingly concerned. Any catalysts on the horizon? Well, yesterday I went to my Midwestern small town library and saw at least four popular magazines with catalysts in them. A full twenty views (average) is now required for a single sale. So, even though the catalysts are already here, the effect of the catalysts is indeed on the horizon. |
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Post by peppy on Oct 12, 2015 14:57:36 GMT -5
Earnings; quarterly report and call in about 30 days.
The call press release is NOT yet at mannkind website.
on the Aegis capital corp call Matt said,
Convertible debt is gone.
1/2, 100 million paid in cash.
the other 1/2 part refinanced, part converted or swapped.
Also on the call Matt said, getting formulary placement.
he said, Sanofi is all over that right now.
EU approval was not talked about.
increase script numbers, TV advertising.
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Post by tonyz on Oct 12, 2015 14:58:36 GMT -5
Sanofi and Mannkind earnings reports and discussions coming up end of the month and beginning of Nov. Could be something positive there but I'm still taking the long view, not expecting any blockbuster announcements.
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Post by babaoriley on Oct 12, 2015 15:01:45 GMT -5
I'm still long. But increasingly concerned. Any catalysts on the horizon? Catamarans, maybe, not so sure about catalysts. Seriously, I really would like to hear something favorable/promising about impending sales anywhere but the US. |
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Post by compound26 on Oct 12, 2015 15:08:29 GMT -5
I'm still long. But increasingly concerned. Any catalysts on the horizon? Well, yesterday I went to my Midwestern small town library and saw at least four popular magazines with catalysts in them. A full twenty views (average) is now required for a single sale. So, even though the catalysts are already here, the effect of the catalysts is indeed on the horizon. mssciguy, interesting, where did you get that "twenty views (average) is now required for a single sale" data? I would like to take a look at that study/survey. |
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Post by mssciguy on Oct 12, 2015 15:49:38 GMT -5
Well, yesterday I went to my Midwestern small town library and saw at least four popular magazines with catalysts in them. A full twenty views (average) is now required for a single sale. So, even though the catalysts are already here, the effect of the catalysts is indeed on the horizon. mssciguy, interesting, where did you get that "twenty views (average) is now required for a single sale" data? I would like to take a look at that study/survey. It's from a local SmartUps emarketing talk (SmartUps is the Meetup for local startups). I am not sure that you really need a study or survey to convince yourself-- look at TV ads, radio ads, internet ad, it's all repetition. From my own experiments in emarketing, I can tell you for sure that in the absence of deep discounts, 10-20 page views gets one sale (although what I had was unique). Maybe Afrezza is unique enough to get sold without all that repetition. But then, maybe it will take more. Too early to tell, and Pfizer poisoned the well in some ways with their product. |
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Post by compound26 on Oct 12, 2015 16:16:32 GMT -5
mssciguy, interesting, where did you get that "twenty views (average) is now required for a single sale" data? I would like to take a look at that study/survey. It's from a local SmartUps emarketing talk (SmartUps is the Meetup for local startups). I am not sure that you really need a study or survey to convince yourself-- look at TV ads, radio ads, internet ad, it's all repetition. From my own experiments in emarketing, I can tell you for sure that in the absence of deep discounts, 10-20 page views gets one sale (although what I had was unique). Maybe Afrezza is unique enough to get sold without all that repetition. But then, maybe it will take more. Too early to tell, and Pfizer poisoned the well in some ways with their product. No, I don't need a study or survey to convince myself.  Just interested to see if there is something else interesting in such a study. |
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Post by compound26 on Oct 12, 2015 16:43:57 GMT -5
Some interesting comments from this article: Selecting the Most Effective Advertising MediaOutdoor advertising/billboards: These reach more people for a dollar than any other media, but are limited to a picture and no more than eight words. Radio: Reaches the second most people for a dollar, but cannot be targeted geographically and can only be loosely demographically targeted. But if people will drive significant distances to buy your product, or if you're selling a "we come to you" service, this is likely your best bet. Cable television: Offers the impact of moving images as well as spoken words. Can easily be geographically targeted. But your ad will likely look homemade. Broadcast television: Big prestige. Big bucks. But able to target psychographic profiles. Buy specific shows; never buy a rotator.Newspapers: Reach customers who are in the market to buy today. Unfortunately, people not currently in the market for your product or service are less likely to notice your ad than if it had appeared in another media. Magazines: Expensive, but high-impact with tight targeting. Little waste. Weakness is infrequency of repetition. Direct mail: Highly targeted, all the way down to the level of the individual. But shockingly expensive to do right.Yellow Pages: Essentially a service directory for the customer who has not yet made up his or her mind. Very foolish for retail businesses. |
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Post by uvula on Oct 12, 2015 16:45:21 GMT -5
There is still a chance of a buyout. The ultimate catalyst. (No I'm not pumping and I don't claim I have any news, but it could happen. Right?)
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Post by mssciguy on Oct 12, 2015 17:09:38 GMT -5
compound26 very very niche (pardon the abuse of our language). I wonder where Google adwords ranks. I once spent $10 on Google adwords, just to see how it works. What's very cool about it, is that at a minimum, you get to see what potential customers were searching for to get your link..... Do you think Sanofi is quietly gathering statistics and other intelligence? One can hope.
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Post by kc on Oct 12, 2015 17:15:21 GMT -5
I stick to my comment about October 15th + or - days which will put us into the 3rd Qtr conference call. Matt was pretty Matter of fact on the Ageis call the other day. Perhaps its my gut instinct that he was hiding some news. Perhaps not. I did like they way he addressed debt issue. Lets face it MannKind could have issued a press release on the finalization of the Debt issue but didn't. I like that game of poker that Matt is playing. I guess we don't know anything "YET!"
(please tell me that I am a crazy delusional MannKind pumper for my view above) I can take it. |
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Post by dg1111 on Oct 12, 2015 17:20:18 GMT -5
I think the stock price now reflects a real possibility that Sanofi would end the partnership or that Afrezza ends up a flop like Exubera, and anything that would prove otherwise should lead to an increase in stock price. I think that the clamp study and the pediatric study show Sanofi's commitment, but those haven't been publicized. Approval in other countries would help. Sustained, increased sales would also set off the stock price, and theoretically advertisement would get us there. A promising new Technosphere deal could also help, because it would show that Mannkind's future does not necessarily rely on Afrezza.
I may be overly optimistic, but I think we could see something soon. It has felt like things have been running in place since June.
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Post by kc on Oct 12, 2015 17:50:38 GMT -5
I think the stock price now reflects a real possibility that Sanofi would end the partnership or that Afrezza ends up a flop like Exubera, and anything that would prove otherwise should lead to an increase in stock price. I think that the clamp study and the pediatric study show Sanofi's commitment, but those haven't been publicized. Approval in other countries would help. Sustained, increased sales would also set off the stock price, and theoretically advertisement would get us there. A promising new Technosphere deal could also help, because it would show that Mannkind's future does not necessarily rely on Afrezza. I may be overly optimistic, but I think we could see something soon. It has felt like things have been running in place since June.
I think we are stuck in second gear.........
I'll Be There for You
The Rembrandts
So no one told you life was gonna be this way
Your job's a joke, you're broke, your love life's D O A
It's like you're always stuck in second gear
When it hasn't been your day, your week
Your month or even your year but
I'll be there for you
(When the rain starts to pour)
I'll be there for you
(Like I've been there before)
I'll be there for you
('Cause you're there for me too)
You're still in bed at ten and work began at eight
You've burned your breakfast so far things are going great
Your mother warned you there'd be days like these
But she didn't tell you when the world
Has brought you down to your knees that
I'll be there for you
(When the rain starts to pour)
I'll be there for you
(Like I've been there before)
I'll be there for you
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Post by newmnkdinvestor on Oct 12, 2015 18:54:59 GMT -5
mssciguy, interesting, where did you get that "twenty views (average) is now required for a single sale" data? I would like to take a look at that study/survey. It's from a local SmartUps emarketing talk (SmartUps is the Meetup for local startups). I am not sure that you really need a study or survey to convince yourself-- look at TV ads, radio ads, internet ad, it's all repetition. From my own experiments in emarketing, I can tell you for sure that in the absence of deep discounts, 10-20 page views gets one sale (although what I had was unique). Maybe Afrezza is unique enough to get sold without all that repetition. But then, maybe it will take more. Too early to tell, and Pfizer poisoned the well in some ways with their product. I spend a ton of money on marketing from all different avenues. Mail, magazine seo leads. People directly reaching out to me in my industry will yield 5-8% close ratio. I have mailed ten thousands pieces and receive call back response of .25% to 1%. I would be a millionaire with ease of 20 views got me a sale. |
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Just interested to see if there is something else interesting in such a study.
