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Post by bradleysbest on Jan 3, 2016 11:47:50 GMT -5
The silence has been a bummer for sure...... Let's hope DeSisto can get SNY to reveal some plans for Afrezza.
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Post by mnkdmorelong on Jan 3, 2016 12:24:08 GMT -5
I think that it's relevant that Duane mentioned improving shareholder value in his very first public statement after being hired. When I do my DD on other biotech/pharmaceutical development companies, they're issuing press releases that highlight positive test results from even preclinical studies. MannKind does none of that, so how are they suppose to attract BP or investors? Hopefully, Duane DeSisto will see to it that the public gets a look at much more than blithe statements like, "we have a plethora of riches". Years ago, MannKind published test results for multiple API and Alfred Mann, and other leaders from within the company, openly talked about the various API they want to develop. But for the past several years, MannKind has gone silent. It may have an over reaction by Mann to the shareholder lawsuit, but the time has come for MannKind Corporation to become more vocal about their technology and potential. I hope DeSisto puts an immediate end to all the silence. We must not expect much from Duane as will be on the job for only a few days. At this stage of the game, nothing can be worse for MNKD than a cheerleading CEO. We live in a swamp of plaintiff's lawyers whose primary prey are companies that can be snared using securities laws. These same lawyers will pass on biopharmas press releasing positive data for the promise of future value was created by the investors buying up the shares. My style of investing draws information from what companies say or do not say. It would be good to hear a reaffirmation from SNY. It would be very good if we hear about TS being ported to a new API. If we do not hear anything, it means the TS/API market has stalled. There is good reason to believe this since Afrezza has not been the American Pharaoh we all expected.
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Post by mindovermatter on Jan 3, 2016 13:39:18 GMT -5
I think that it's relevant that Duane mentioned improving shareholder value in his very first public statement after being hired. When I do my DD on other biotech/pharmaceutical development companies, they're issuing press releases that highlight positive test results from even preclinical studies. MannKind does none of that, so how are they suppose to attract BP or investors? Hopefully, Duane DeSisto will see to it that the public gets a look at much more than blithe statements like, "we have a plethora of riches". Years ago, MannKind published test results for multiple API and Alfred Mann, and other leaders from within the company, openly talked about the various API they want to develop. But for the past several years, MannKind has gone silent. It may have an over reaction by Mann to the shareholder lawsuit, but the time has come for MannKind Corporation to become more vocal about their technology and potential. I hope DeSisto puts an immediate end to all the silence. We must not expect much from Duane as will be on the job for only a few days. At this stage of the game, nothing can be worse for MNKD than a cheerleading CEO. We live in a swamp of plaintiff's lawyers whose primary prey are companies that can be snared using securities laws. These same lawyers will pass on biopharmas press releasing positive data for the promise of future value was created by the investors buying up the shares. My style of investing draws information from what companies say or do not say. It would be good to hear a reaffirmation from SNY. It would be very good if we hear about TS being ported to a new API. If we do not hear anything, it means the TS/API market has stalled. There is good reason to believe this since Afrezza has not been the American Pharaoh we all expected. We will know Mannkind is in serious trouble if Matt keeps interrupting and correcting Duane during the presentation as he did with Hakan.
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Post by mnholdem on Jan 3, 2016 14:23:17 GMT -5
Matt isn't that dumb. Besides, Duane likes slide presentations so the presentation team will be sticking to a script. During the Q&A Duane may defer to Matt for replies to fiscal matters, but I expect Duane to clearly establish who is the boss.
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Post by peppy on Jan 3, 2016 14:49:05 GMT -5
Matt isn't that dumb. Besides, Duane likes slide presentations so the presentation team will be sticking to a script. During the Q&A Duane may defer to Matt for replies to fiscal matters, but I expect Duane to clearly establish who is the boss. At this point what the script is will be interesting. JPM analysts and Goldman Sachs analyst questions will be interesting. On earnings calls those two analysts take turns asking about Sanofi dropping Afrezza. I imagine that the question will be asked.
I went back to find the transcript at the last JPMorgan healthcare conference and found, a round robin of healthcare conference hosts. -MannKind's Management Presents At Cowen And Company 34th Annual Health Care Conference (Transcript) Mar. 3, 2014 -MannKind's (MNKD) Management Presents at Jefferies Global Healthcare Conference (Transcript) Jun. 2, 2014 -MannKind's (MNKD) Management Presents at Goldman Sachs Healthcare Conference (Transcript) Jun. 12, 2014 -MannKind's (MNKD) Management Presents at Wells Fargo Healthcare Conference (Transcript) Jun. 17, 2014 - MannKind's (MNKD) Management Presents at Jefferies Global Healthcare Conference (Transcript) Jun. 3, 2015 - MannKind's CEO Presents at Goldman Sachs 36th Annual Global Healthcare Conference (Transcript) Jun. 10, 2015 seekingalpha.com/symbol/MNKD/transcripts
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Post by kdaddyfresh2000 on Jan 5, 2016 1:34:43 GMT -5
I think that it's relevant that Duane mentioned improving shareholder value in his very first public statement after being hired. When I do my DD on other biotech/pharmaceutical development companies, they're issuing press releases that highlight positive test results from even preclinical studies. MannKind does none of that, so how are they suppose to attract BP or investors? Hopefully, Duane DeSisto will see to it that the public gets a look at much more than blithe statements like, "we have a plethora of riches". Years ago, MannKind published test results for multiple API and Alfred Mann, and other leaders from within the company, openly talked about the various API they want to develop. But for the past several years, MannKind has gone silent. It may have an over reaction by Mann to the shareholder lawsuit, but the time has come for MannKind Corporation to become more vocal about their technology and potential. I hope DeSisto puts an immediate end to all the silence. We must not expect much from Duane as will be on the job for only a few days. At this stage of the game, nothing can be worse for MNKD than a cheerleading CEO. We live in a swamp of plaintiff's lawyers whose primary prey are companies that can be snared using securities laws. These same lawyers will pass on biopharmas press releasing positive data for the promise of future value was created by the investors buying up the shares. My style of investing draws information from what companies say or do not say. It would be good to hear a reaffirmation from SNY. It would be very good if we hear about TS being ported to a new API. If we do not hear anything, it means the TS/API market has stalled. There is good reason to believe this since Afrezza has not been the American Pharaoh we all expected. Why is it so hard for SNY to throw a bone to us? Management's fecklessness in the face of the indignity of being ignored like a b$&@ard stepchild is also infuriating. SNY's newer drugs than Afrezza are now being feted, eg Praluent, but not Afrezza.
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Post by bradleysbest on Jan 5, 2016 11:00:30 GMT -5
This conference just got a bit more interesting...... Please Duane, DO NOT BEG FOR A PARTNER OR IDEAS!
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Post by goyocafe on Jan 5, 2016 11:35:29 GMT -5
We must not expect much from Duane as will be on the job for only a few days. At this stage of the game, nothing can be worse for MNKD than a cheerleading CEO. We live in a swamp of plaintiff's lawyers whose primary prey are companies that can be snared using securities laws. These same lawyers will pass on biopharmas press releasing positive data for the promise of future value was created by the investors buying up the shares. My style of investing draws information from what companies say or do not say. It would be good to hear a reaffirmation from SNY. It would be very good if we hear about TS being ported to a new API. If we do not hear anything, it means the TS/API market has stalled. There is good reason to believe this since Afrezza has not been the American Pharaoh we all expected. Why is it so hard for SNY to throw a bone to us? Management's fecklessness in the face of the indignity of being ignored like a b$&@ard stepchild is also infuriating. SNY's newer drugs than Afrezza are now being feted, eg Praluent, but not Afrezza. No judge or jury would agree with SNYs statement of substantial effort when they could never even say a single positive word about the drug.
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Post by kdaddyfresh2000 on Jan 5, 2016 11:49:32 GMT -5
Why is it so hard for SNY to throw a bone to us? Management's fecklessness in the face of the indignity of being ignored like a b$&@ard stepchild is also infuriating. SNY's newer drugs than Afrezza are now being feted, eg Praluent, but not Afrezza. No judge or jury would agree with SNYs statement of substantial effort when they could never even say a single positive word about the drug. That would require an Alpha Dog at Mannkind willing to file suit. I don't see it unless Desisto is that type.
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Post by bradleysbest on Jan 5, 2016 11:54:26 GMT -5
I would rather see DeSisto hustle a new deal & partnerships for TS..... LET'S ROLL!
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Post by kc on Jan 5, 2016 12:30:05 GMT -5
This conference just got a bit more interesting...... Please Duane, DO NOT BEG FOR A PARTNER OR IDEAS! put on your dancing shoes...... this should be a very interesting presentation. Hopefully they knew going into the conference this was going to happen and they talk about a future plan with Afrezza or selling it to another big Pharma.
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Post by bradleysbest on Jan 7, 2016 13:46:16 GMT -5
Please address the financials.... put us share holders at ease that they have a plan that will keep MNKD going.
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