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Post by Deleted on Dec 27, 2015 8:50:14 GMT -5
Perhaps mindless cheerleading is too extreme; maybe “group think” is more appropriate. I sense that this ProBoards has a hidden agenda cloaked in the acronym “FUD.” It’s almost like an ostrich with its head in the sand. You don’t want to hear anything negative, as it will amplify the fear already in your mind. Is this your role as admin? Is it to protect the children from hearing naughty words? My “good” comment is actually very good. It’s like having a put against your MNKD holdings. Companies similarly situated, as MNKD would have thrown in the towel just to reduce the interest expense so they can press on. We can thank the presence of Al Mann for many things; but just being the largest shareholder affords us some protection as shareholders. A significant portion of my trading strategy is inferences drawn from what does or does not happen. It has been over a year since FDA approval for Afrezza. Not one API has been ported over to Technosphere since then. It may happen soon but the large delay tells me that demand is not great. I agree that MNKD will receive a technology fee but it will not put a dent into the cash flow. I suggest that this Board is for the free flow of opinions, positive or negative that may be of interest to others. Personal attacks such as seen on YMB are out. The reader can filter out unsupported negative opinions. If you censure those with differing opinions, then you should rename this board “ The feel good MNKD Board.” Not one to disagree but, infering that demand isnt great is like also stating there is a buyout in the works. MNKD has and continues to be the WORST in communicating with investors. Not a peep from management, and often questions are deflected to Sanofi. So until any decent news comes out we sit and wait. Unless you have a crystal ball. If so what does the future hold? |
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Post by mindovermatter on Dec 27, 2015 8:53:35 GMT -5
It may happen soon but the large delay tells me that demand is not great. I agree that MNKD will receive a technology fee but it will not put a dent into the cash flow. I would agree with you on your point of "demand is not great" if Sanofi had conducted a robust nation wide ad campaign pushing Afrezza and still no one had an interest. Sanofi hasn't done that. It appears Sanofi has been extra cautious and has deliberately narrowed their marketing efforts on purpose. Many, including doctors, are not aware of Afrezza even after almost a year of it being on the market. That's certainly is not an indication of weak demand. So chalk it up to limited marketing/awareness or complete incompetence. I believe it's a mix of both of those from Sanofi. |
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Post by mnkdmorelong on Dec 27, 2015 9:47:06 GMT -5
Perhaps mindless cheerleading is too extreme; maybe “group think” is more appropriate. I sense that this ProBoards has a hidden agenda cloaked in the acronym “FUD.” It’s almost like an ostrich with its head in the sand. You don’t want to hear anything negative, as it will amplify the fear already in your mind. Is this your role as admin? Is it to protect the children from hearing naughty words? My “good” comment is actually very good. It’s like having a put against your MNKD holdings. Companies similarly situated, as MNKD would have thrown in the towel just to reduce the interest expense so they can press on. We can thank the presence of Al Mann for many things; but just being the largest shareholder affords us some protection as shareholders. A significant portion of my trading strategy is inferences drawn from what does or does not happen. It has been over a year since FDA approval for Afrezza. Not one API has been ported over to Technosphere since then. It may happen soon but the large delay tells me that demand is not great. I agree that MNKD will receive a technology fee but it will not put a dent into the cash flow. I suggest that this Board is for the free flow of opinions, positive or negative that may be of interest to others. Personal attacks such as seen on YMB are out. The reader can filter out unsupported negative opinions. If you censure those with differing opinions, then you should rename this board “ The feel good MNKD Board.” Not one to disagree but, infering that demand isnt great is like also stating there is a buyout in the works. MNKD has and continues to be the WORST in communicating with investors. Not a peep from management, and often questions are deflected to Sanofi. So until any decent news comes out we sit and wait. Unless you have a crystal ball. If so what does the future hold? My comment on "demand" refers to Technosphere as a delivery system and it is not as expected. Consider this analogy: New run movies are rated from the first weekend's gross sales. By similarity I would have expected a large rush of interested parties to port their API over to Technosphere. This did not happen. It is reasonable to say "demand is not great." Why would it be any different? Would you buy a car after seeing the same model rated poorly by Consumer's Report? The lukewarm launch of Afrezza hurt TS marketing. An interested drug company must weigh the $100 mlns in investment to get a TS label. There may be APIs that can only be inhaled: So far we have not heard of it. Lack of communications is a sign of an organization under stress and cannot do anything about it. Look at VRX: A company under stress but has done something. They have communicated well (even the bad news. |
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Post by mnkdmorelong on Dec 27, 2015 9:53:32 GMT -5
My comment on demand refers to TS as an API excipient.
Needless to say that Afrezza demand has also not been great. SNY did execute some DTC advertising in August of this year. Did you notice the bump in NRx during this period? This is a trick rhetorical question for there was no market response! What should have happened did not happen. This tells us something. What specifically, I don't know.
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Deleted
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Post by Deleted on Dec 27, 2015 10:40:47 GMT -5
How about locking this ugly thread?
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Post by liane on Dec 27, 2015 11:02:24 GMT -5
How about locking this ugly thread? Given that the original post does not contain 1 iota of fact as well as a lot of negative spun conjecture, I have to agree. Consider it done. |
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