|
|
Post by bradleysbest on Nov 10, 2015 12:37:15 GMT -5
Yeah but the big pharmas already know that TS can be used in a number of different possibilities. It just didn't sound very professional coming from our CEO. What is next? Afrezza sign twirling at major intersections. I am just a frustrated long wondering when SNY will put some real money into awareness & DTC.....
|
|
|
|
Post by lakers on Nov 10, 2015 12:43:16 GMT -5
Yeah but the big pharmas already know that TS can be used in a number of different possibilities. It just didn't sound very professional coming from our CEO. What is next? Afrezza sign twirling at major intersections. I am just a frustrated long wondering when SNY will put some real money into awareness & DTC..... I disagree it didn't sound professional. I'm 100% sure Al, most likely BoD approved the prepared statement. Don't throw him under the bus and don't underestimate Al. They did that for a reason I mentioned. Some big guys including BPs must have listened in. Think Different! Afrezza takes time. Your best hope would be fast tracked TS pipeline. W/ funding in hand, MNKD will negotiate w/ strength. It's a bootstrap process. Thanks for my promotion to 4-star General w/ this post, BTW. |
|
|
|
Post by factspls88 on Nov 10, 2015 12:54:07 GMT -5
Rob, What are your thoughts when Hakan said this: "I have made it clear that I'm open to any creative approach that will give us as many of these programs as possibly funded, and get our technology into the hands of healthcare providers and their patients. So to the participants listening to this call, who have an interest in sharing the risk and the rewards of our product development effort or who have a formulation or drug delivery challenge that our technology may address, I would say this, let's talk. My ambition is to have a robust portfolio of product candidates in the pipeline by this time next year." I thought it was quite odd as I have never heard a CEO during a quarterly conference call give a sales pitch. Quite honestly I thought it was incredibly unprofessional and I cringed when he said it. You just don't do that in a CC. It smacked of desperation which is the last thing I needed to hear given the amount I have invested in this stock. |
|
|
|
Post by mnholdem on Nov 10, 2015 12:57:27 GMT -5
Hakan stated what I wanted to hear. All day long I've read a litany of naysayers complaining about financing. Hakan's approach is what we want. Partnerships with upfront money for drug development, that's the way it's done in biotech with drug platforms and innovations.
Technosphere has such a broad range of applications and the technology should definitely be considered disruptive. Some folks write that BPs fear Afrezza, but I happen to believe that greed will overcome any fears. It's true that many BP are probably watching market penetration very closely, yet one would have to think that these same BPs are also paying attention to the results they are reading about from early adopters: "Incredible", "life-changing", "I've never had A1c readings this low in my entire life".
BP's greed will rule at the end of the day. At first blush, they'll fear the disruption. But then they'll realize that what they really want is a piece of Technosphere pie.
|
|
|
|
Post by monger on Nov 10, 2015 12:59:51 GMT -5
Has anyone ever heard a CEO on a conference call plead for other companies to partner with them? That was a first for me and it really was awkward listening to Hakan do that. It was absolutely horrifying IMO. Hearing a CEO beg was unbelievable. Matt sounded like someone who just woke up from surgery, way off his normal confident self, and Hakan's performance was terrible, his worst yet in a long string of bad performances. I don't have to have super charismatic cheerleaders at the helm, but for sure this was by far the worst MNKD CC I've ever heard. I'm long and at this point I feel I can't afford to bail, and yes eventually it will come back, but I am really unhappy with a long list of things MNKD management and SNY have or have not done, as discussed by many others here. I have a vague hope that when January comes and goes and SNY does NOT try to pull out, that at some point the shorts have to exit, but so far not a single thing has caused the hoped for squeeze. The way Matt responded to the Olsen question about SNY bailing was unbelievably bad, even though he had some good information to impart, i.e., that it would take 10 years to unwind. He paused so long I thought he was going to say well gee, we might know something about that and it's terrible news! Instead, he had the right answer, but sounded guilty as hell. Or drugged. If I had to sum up this debacle, I'd say I was foolish for not anticipating that there would be so much resistance from doctors to changing the way they operate, plus so many doctors not keeping up with changes and therefore not even aware of the product, and that this process would take years to come to fruition. Yes, I'm critical of management, etc., but overall I just didn't see what a hard job it would be to introduce a very different product like this. My bad. |
|
|
|
Post by silentknight on Nov 10, 2015 13:03:08 GMT -5
Rob, What are your thoughts when Hakan said this: "I have made it clear that I'm open to any creative approach that will give us as many of these programs as possibly funded, and get our technology into the hands of healthcare providers and their patients. So to the participants listening to this call, who have an interest in sharing the risk and the rewards of our product development effort or who have a formulation or drug delivery challenge that our technology may address, I would say this, let's talk. My ambition is to have a robust portfolio of product candidates in the pipeline by this time next year." I thought it was quite odd as I have never heard a CEO during a quarterly conference call give a sales pitch. Quite honestly I thought it was incredibly unprofessional and I cringed when he said it. You just don't do that in a CC. It smacked of desperation which is the last thing I needed to hear given the amount I have invested in this stock. Exactly my thoughts as well. I interpreted it as a desperate plea for someone, ANYONE, to save TS and to come up with an idea to put the company on sound footing, because the CEO didn't have any. The call was atrocious, which is why the stock is getting crushed today. The BoD should be considering a change in management to reassure investors that they want and expect better company performance. The stock looks like it's headed into the 1's in the short term. Falling from 11 to 1 is not, and should not, be a legacy that any CEO survives, including Hakan. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 10, 2015 13:09:45 GMT -5
SN: You said: "The call was atrocious, which is why the stock is getting crushed today." Really? The real reason the Sp is getting nailed today is the TASE deal. Once that settles things will turn around.
|
|
|
|
Post by mindovermatter on Nov 10, 2015 13:12:57 GMT -5
Hakan stated what I wanted to hear. All day long I've read a litany of naysayers complaining about financing. Hakan's approach is what we want. Partnerships with upfront money for drug development, that's the way it's done in biotech with drug platforms and innovations. Technosphere has such a broad range of applications and the technology should definitely be considered disruptive. Some folks write that BPs fear Afrezza, but I happen to believe that greed will overcome any fears. It's true that many BP are probably watching market penetration very closely, yet one would have to think that these same BPs are also paying attention to the results they are reading about from early adopters: "Incredible", "life-changing", "I've never had A1c readings this low in my entire life". BP's greed will rule at the end of the day. At first blush, they'll fear the disruption. But then they'll realize that what they really want is a piece of Technosphere pie. I agree with you that partnerships with up front money is what is needed. My only question and a question I believe many have asked themselves, is why aren't there any partnerships by now? Technosphere is not new. But to date, MNKD hasn't done anything significant with other than Afrezza and the inhaled oxytocin which doesn't appear to be something the company is going to make any net revenues on. I have my theories but it isn't something that can be ignored. As they say, proof is in the pudding and right now Mannkind neither has the proof nor the pudding when it comes to a stable of TS platforms in their pipeline. Telling us we might hear something is code speak for uncertainty and that's never a good thing. |
|
|
|
Post by nylefty on Nov 10, 2015 13:16:19 GMT -5
Quite honestly I thought it was incredibly unprofessional and I cringed when he said it. You just don't do that in a CC. It smacked of desperation which is the last thing I needed to hear given the amount I have invested in this stock. Exactly my thoughts as well. I interpreted it as a desperate plea for someone, ANYONE, to save TS and to come up with an idea to put the company on sound footing, because the CEO didn't have any. The call was atrocious, which is why the stock is getting crushed today. The BoD should be considering a change in management to reassure investors that they want and expect better company performance. The stock looks like it's headed into the 1's in the short term. Falling from 11 to 1 is not, and should not, be a legacy that any CEO survives, including Hakan. It's interesting that so many newbies like yourself have suddenly started flooding this board with FUD. I don't buy what you're peddling. |
|
|
|
Post by mssciguy on Nov 10, 2015 13:17:36 GMT -5
SN: You said: "The call was atrocious, which is why the stock is getting crushed today." Really? The real reason the Sp is getting nailed today is the TASE deal. Once that settles things will turn around. @denise123 Matt today provided a link (on linked in of all places) of an article in Military Technologies magazine mnkd.proboards.com/thread/4050/technologies-article-matt-on-linked?page=1&scrollTo=45255(See under Articles about Mankind) During the CC, it was also mentioned that Technosphere partner may be revealed this quarter. Do you think it's DARPA (Defense Advanced Research Projects)  Or bigger? If so, this would explain the secrecy lately, as this may have been beyond secrecy (TS). I know what you are thinking, what is HE smoking  Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence" |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 10, 2015 13:18:05 GMT -5
That's correct Lefty. It's like a cancer. The Fudsters are everywhere. Amazing.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 10, 2015 13:21:27 GMT -5
mssciguy: You're line of thinking is certainly valid. I'm here for the long haul and will wait to see it all unfold. Aloha.
|
|
|
|
Post by mindovermatter on Nov 10, 2015 13:22:06 GMT -5
SN: You said: "The call was atrocious, which is why the stock is getting crushed today." Really? The real reason the Sp is getting nailed today is the TASE deal. Once that settles things will turn around. @denise123 Matt today provided a link (on linked in of all places) of an article in Military Technologies magazine mnkd.proboards.com/thread/4050/technologies-article-matt-on-linked?page=1&scrollTo=45255(See under Articles about Mankind) During the CC, it was also mentioned that Technosphere partner may be revealed this quarter. Do you think it's DARPA (Defense Advanced Research Projects) Or bigger? If so, this would explain the secrecy lately, as this may have been beyond secrecy (TS). I know what you are thinking, what is HE smoking Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence" A nice pentagon contract would be very much welcomed right now. The company needs good news in the worst way. |
|
|
|
Post by goyocafe on Nov 10, 2015 13:28:34 GMT -5
SN: You said: "The call was atrocious, which is why the stock is getting crushed today." Really? The real reason the Sp is getting nailed today is the TASE deal. Once that settles things will turn around. @denise123 Matt today provided a link (on linked in of all places) of an article in Military Technologies magazine mnkd.proboards.com/thread/4050/technologies-article-matt-on-linked?page=1&scrollTo=45255(See under Articles about Mankind) During the CC, it was also mentioned that Technosphere partner may be revealed this quarter. Do you think it's DARPA (Defense Advanced Research Projects) Or bigger? If so, this would explain the secrecy lately, as this may have been beyond secrecy (TS). I know what you are thinking, what is HE smoking Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence" Can you provide a link to his Linkedin post. I can't find it and would like to see that for myself. It seems quite telling that he'd go as far as to leave that large of a breadcrumb. |
|
|
|
Post by mssciguy on Nov 10, 2015 13:33:17 GMT -5
@denise123 Matt today provided a link (on linked in of all places) of an article in Military Technologies magazine mnkd.proboards.com/thread/4050/technologies-article-matt-on-linked?page=1&scrollTo=45255(See under Articles about Mankind) During the CC, it was also mentioned that Technosphere partner may be revealed this quarter. Do you think it's DARPA (Defense Advanced Research Projects) Or bigger? If so, this would explain the secrecy lately, as this may have been beyond secrecy (TS). I know what you are thinking, what is HE smoking Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence" Can you provide a link to his Linkedin post. I can't find it and would like to see that for myself. It seems quite telling that he'd go as far as to leave that large of a breadcrumb. I don't blame you goyocafe for disbelieving--- if in fact the company has been in the realm of TS (beyond secret) and I am not saying that they are -- this could explain a lot. Here's what I got in my email LinkedIn <news-noreply@linkedin.com> Unsubscribe 6:42 AM (6 hours ago) to me Your connections are in the news! MannKind Corporation Reports 2015 Third Quarter Financial Results LinkedIn Connections In The News Matthew Pfeffer Matthew Pfeffer military-technologies.net · 1 day ago MannKind Corporation Reports 2015 Third Quarter Financial Results VALENCIA, Calif., Nov. 9, 2015 /satPRnews.com/ -- MannKind Corporation (Nasdaq: MNKD) (TASE: MNKD) today reported financial results for the third quarter ended September 30, 2015. For the three and nine months ended September 30, 2015, product shipments of Afrezza, our novel rapid-acting ... |
|
Or bigger?
Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence"