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Post by avogadro on Dec 1, 2015 11:13:15 GMT -5
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Post by Deleted on Dec 1, 2015 11:20:54 GMT -5
I posed the question as either a possibility or not a possibility. Matt is intelligent enough to understand my question. If Sanofi could not seek EU approval based on the 2 completed studies, I would have expected: not possible or no reply. The fact he wrote it is a possibility indicates Sanofi either has or will apply for approval.
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Post by cjc04 on Dec 1, 2015 11:21:27 GMT -5
People can be optimists and people can be pessimists. I suppose it all depends on what your perspective is of how things have gone recently with MNKD management and their answers. Me, I consider myself a realist and try to view things with a bit of objectivity. The reality is that Matt's response tells us absolutely nothing. Saying something is "within the realm of possibility" is nothing more than another way of saying nothing at all. Maybe they've applied for EU approval based on the completed studies, and I certainly hope they have but Matt's response doesn't tell us that. It is "within the realm of possibility" that they have, but it's also "within the realm of possibility" that they haven't and to read into either of the two options without more information doesn't serve any purpose other than to feed an agenda, whether it be to pump or bash. I'd love to read into what Matt said as a positive, but it's just not there. I'll look forward to the day when Matt or Al definitively tells us that there has been progress on some front. They can't keep feeding investors and analysts non-answers and expect anything to change. We've recieved that since the partnership and look what we have to show for it. I get that they're bound by NDA's but say that and remove the cloud of doubt from the equation that MNKD is asleep at the wheel. Al's return as CEO helped do that but there has to be better communication from the company as well. The punishment that the market has delivered to the company in the last year is in large part to their inability to communicate effectively in my opinion. Great post and exactly how I feel... Over a year doubt, unanswered questions, and uncertainty has led to the MNKD's landslide of a stock chart for the last 18 months. I invested in a company and now I'm shut out and depending on "hope" and digging thru non-answers for clues. Worst of all, when there finally is any type substantial information to adjust my investment, I'll be the last to know and act. |
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Post by cjc04 on Dec 1, 2015 11:24:25 GMT -5
I posed the question as either a possibility or not a possibility. Matt is intelligent enough to understand my question. If Sanofi could not seek EU approval based on the 2 completed studies, I would have expected: not possible or no reply. The fact he wrote it is a possibility indicates Sanofi either has or will apply for approval. Kastanes, I really do appreciate your tone and efforts, but you're stretching quite a bit. In no way does his response indicate that SNY has or will apply. |
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Post by mssciguy on Dec 1, 2015 11:27:23 GMT -5
cjc04 -- I just skimmed through about 100 present and past employees of MNKD on Linked In. For sure, they know what's going by virtue of having been inside, collaborating (past and maybe present and future) -- all we can do is speculate (unless you know one of them). BTW that's only about 10% of the total Mannkind listings there. There is still hope for me. GS, Karp and others will have wonderful Christmas/Hannukah bonuses, we'll have our stoicism. In the long run, maybe it's best to make do with less, you just never know. Not to "soft bash" but in the future, I won't be attracted by personality/cult stocks as much. ETFs are so much more liquid and safer, though this one is full of intrigue. Addictive.
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Post by thekindaguyiyam on Dec 1, 2015 11:29:24 GMT -5
Silentknight
Everyone is entitled to an opinion. In your opinion above you say that " It is "within the realm of possibility" that they have, but it's also "within the realm of possibility" that they haven't and to read into either of the two options without more information"; siting that any reply can be used to pump or bash.
When the day comes when Management can say something overt and solid... that will be said to the world; not just the investors in the company. Your frustration is understood by many, including me. But, when I buy stock I don't expect that any company will give exposure that risks position... it's just the way it is. What you would like, and what most of the investors here would like to hear is something like "congratulations, the study is finished and we have provided proof for relaxing the label. You aren't going to get direct conversation like that until it happens. Speculation based on limited words is what many here try to interpret for one's own sanity of wanting to know if we are on track. But tell me... why are there a collective here who do nothing but find criticism with management's limited ability to speak openly when they know as well as I do "that loose lips; sink ships". Those who distrust because they aren't getting their personal questions answered with a yes or a no... those who continue none-the-less with daily FUD... make me think; these guys don't own shares because if they did; they'd be shooting themselves in the foot day in and day out. A smart shareholder invests in the system and the system is what it is. I find it amusing that people who feel entitled to an overt answer (when the answer might be compromising) expect the system to change for their contentment instead of maintaining the integrity to get the job done without blowing it by speaking about things on a corporate level which are not allowed to be discussed until that time is right. I think you have contradicted yourself by understanding that Matt's words can be interpreted one way or another; but you still want specific answers that you as a shareholder are not going to get.
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Post by thekindaguyiyam on Dec 1, 2015 11:37:13 GMT -5
I agree 100% with you thekindaguyiyam cartoon characters don't always get along. I'm glad that we do. Best of luck to you. |
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Post by jeremg on Dec 1, 2015 11:42:05 GMT -5
I emailed Matt the following question: Matt - I know this is a question for Sanofi but I am hoping you can at least acknowledge if the following assumption is correct. With the 2 studies completed, one would think Sanofi could apply for EU Afrezza approval for adults while pediatric study is under way. If the EU approved Afrezza for adults, then the 8000 safety trial could be conducted on both continents. Is my reasoning within the realm of possibilities? If you can not talk about it, could you at least acknowledge that? Below is Matt's response: "It is indeed within the realm of possibility. But the safety st ud y could be done on m ultiple con tinents regardless. We did our phase 3 studies on three continents." Kastanes I don't see how you could have missed this, it's as plain as day! Matt was trying to send us a secret message: B-U-Y-O-U-T ---- 3 mentioned twice, this is the part that almost stumped me but I did some complex arithmetic: 3x2=6, $6bil! ------- Buyout $6bil! Matt is trying to tell us there is a buyout for $6bil in the works! I am now UNEQUIVOCALLY convinced Matt meant this coded message exactly how I am interpreting it, not a single doubt, it's as plain as day. Buyout $6bil, just sit back and wait now guys, it's all going to be alright. |
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Post by thekindaguyiyam on Dec 1, 2015 11:52:06 GMT -5
jeremg
I can't prove it nor do I need to; but you work it hard and I doubt you are paid enough even if your efforts are futile. I can't say I'd like to hear More On this subject from You; but I won't because of the rules of this board. How many posts have you made in the last month? Astounding! Especially when expressed from someone who openly states he's confused. Thanks so much for sharing your confusion.
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Post by trondisc on Dec 1, 2015 12:15:45 GMT -5
I emailed Matt the following question: Matt - I know this is a question for Sanofi but I am hoping you can at least acknowledge if the following assumption is correct. With the 2 studies completed, one would think Sanofi could apply for EU Afrezza approval for adults while pediatric study is under way. If the EU approved Afrezza for adults, then the 8000 safety trial could be conducted on both continents. Is my reasoning within the realm of possibilities? If you can not talk about it, could you at least acknowledge that? Below is Matt's response: "It is indeed within the realm of possibility. But the safety st ud y could be done on m ultiple con tinents regardless. We did our phase 3 studies on three continents." Kastanes I don't see how you could have missed this, it's as plain as day! Matt was trying to send us a secret message: B-U-Y-O-U-T ---- 3 mentioned twice, this is the part that almost stumped me but I did some complex arithmetic: 3x2=6, $6bil! ------- Buyout $6bil! Matt is trying to tell us there is a buyout for $6bil in the works! I am now UNEQUIVOCALLY convinced Matt meant this coded message exactly how I am interpreting it, not a single doubt, it's as plain as day. Buyout $6bil, just sit back and wait now guys, it's all going to be alright. JeremyG - You just made my day. I'm laughing so damn hard right now. Thanks for deciphering the X-Files muwhahahaha. |
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Post by trondisc on Dec 1, 2015 12:17:40 GMT -5
"The fact he wrote it is a possibility indicates Sanofi either has or will apply for approval.
"
I want to believe I really do. Our partner *IS* Sanofi after all so I will remain skeptical. They've basically thrown MannKind under the bus even though Afrezza/Technosphere is a hidden gem with value yet to be truly unlocked via another 3rd party.
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Vern
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Post by Vern on Dec 1, 2015 12:30:01 GMT -5
This is my first post but we've been invested in Mannkind for 4 years and I've been reading this board for the last 2 years . I have had several email exchanges with Matt since Afrezza was launched..Last night I went back to the last one he responded to from early September and would like to share his answers: When he can answer, he does. I have since sent him another email but he has not responded --probably b/c he can't answer my questions.
1. Can't answer this one.
2. Yes, I hope to. Worst case we will cover in our call for Q3 which is not long after.
3. A second training session is common after launch to share best practices and keep salespeople motivated. Clearly some sales people have had more success selling than others. They can teach how to overcome obstacles. No decrease in number of sales people so far as I know.
Matt
Sent from my iPhone
On Sep 10, 2015, at 9:57 AM, > wrote:
Good Morning Matt,
We briefly spoke in the Spring after you were kind enough to return my phone call regarding some online conversations my husband had with Sanofi reps via Linkedin regarding Toujeo being Sanofi's future.
We have a couple of questions/concerns we hope you can address (we know you can't reveal everything)
1. When MNKD Management stated MNKD was 8 weeks behind with script numbers
where does it stand now? I would assume it's even further behind.
2. Will MNKD issue a PR when the convertible notes is finalized? With the current stock price, do you anticipate any problems trying to finalize?
3. Rumors are circulating about a Sanofi training seminar this month which will train Afrezza reps
Have they increased the number of Afrezza reps or is the number the same? Any idea why they are going through training again?
We have many more questions, but we know you will not be able to freely answer. We are heavily invested in Mannkind and wish the company all the success in the world.
Thank you for your hard work and for taking the time to read my email. I look forward to your response.
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Post by nemzter on Dec 1, 2015 12:41:25 GMT -5
I emailed Matt the following question: Matt - I know this is a question for Sanofi but I am hoping you can at least acknowledge if the following assumption is correct. With the 2 studies completed, one would think Sanofi could apply for EU Afrezza approval for adults while pediatric study is under way. If the EU approved Afrezza for adults, then the 8000 safety trial could be conducted on both continents. Is my reasoning within the realm of possibilities? If you can not talk about it, could you at least acknowledge that? Below is Matt's response: "It is indeed within the realm of possibility. But the safety st ud y could be done on m ultiple con tinents regardless. We did our phase 3 studies on three continents." Kastanes I don't see how you could have missed this, it's as plain as day! Matt was trying to send us a secret message: B-U-Y-O-U-T ---- 3 mentioned twice, this is the part that almost stumped me but I did some complex arithmetic: 3x2=6, $6bil! ------- Buyout $6bil! Matt is trying to tell us there is a buyout for $6bil in the works! I am now UNEQUIVOCALLY convinced Matt meant this coded message exactly how I am interpreting it, not a single doubt, it's as plain as day. Buyout $6bil, just sit back and wait now guys, it's all going to be alright. This puts us at about $14/share - close enough to my goal of selling my entire position @ $15/share - go team! |
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Post by Deleted on Dec 1, 2015 12:52:01 GMT -5
Silentknight: Why are you here? You obviously have an aversion to MNKD yet you hangout here. Why? What purpose do you serve to trash talk MNKD all the time? I don't get it. Enlighten me please.
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Post by cathode on Dec 1, 2015 12:55:44 GMT -5
Eww... what an ugly thread this has turned out to be. Personal attacks are pitiful, I think. Especially when cloaked behind the anonymity of the messageboard username. I want to address some of what you have said @kastanes I posed the question as either a possibility or not a possibility. The question s you posed were these: Is my reasoning within the realm of possibilities? If you can not talk about it, could you at least acknowledge that? The reasoning you described was this: With the 2 studies completed, one would think Sanofi could apply for EU Afrezza approval for adults while pediatric study is under way. If the EU approved Afrezza for adults, then the 8000 safety trial could be conducted on both continents. What you actually did is set yourself up for a confirmation. Unfortunately, Matt would not be able to answer such a question [regarding EMA application] so I asked it in a way that he could. And you interpreted this as positive. If you are long, I would take Matt's response as a positive to EU approval possibility, and not read more into it than that. In one case you made a very positive interpretation. The fact he wrote it is a possibility indicates Sanofi either has or will apply for approval. This logic is flawed, in my opinion. It is a classic "leap to conclusion". The problem that I see is that anyone would have been able to tell you the situation you described is a possibility. You are well-researched and consider it a possibility. I am well-researched and consider it a possibility. But there are tons of permutations of the situation which would yield the same response as what Matt gave you. Sanofi could apply for EMA approval without the studies. Sanofi could wait until the pediatric study is complete. Sanofi could wait until the studies are actually published. The safety study could be started without EMA approval. It could occur on multiple continents. There is nothing terribly unique about the current state that is now permitting Sanofi to apply whereas they could not have applied in a state prior to this. There might be more strength behind their application with the recent study completions, however. I appreciate that you share your communications with management and that you are excited about the possibility of EMA application. I am excited too. My intentions here are to share my interpretations of information and put them out for questioning from the community and those that I trust and respect. I try to be objective and rational and promote those ideals to others. Hopefully this thread can be salvaged from the personal attacks and we can get away from the messages that belong in bathroom-stalls and not serious investor boards. I want to put out my opinion again here at the end of this post. I think a more pointed question/comment would be "if the EMA approves Afrezza for adults and requires a long-term safety study post-approval, could SNY design a single study that addresses the needs of both the FDA and EMA?" |
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