|
|
Post by thekindaguyiyam on Feb 25, 2014 0:16:42 GMT -5
|
|
|
|
Post by babaoriley on Feb 25, 2014 1:34:32 GMT -5
Glad it's Hakan, Al needs to rest up for the AdCom! Won't be anything new, unless Hakan messes up and leaks something inadvertently.
|
|
|
|
Post by thekindaguyiyam on Feb 25, 2014 11:33:14 GMT -5
Great music. First conference call I've heard with contemporary instrumental ... it's about to start.
|
|
|
|
Post by nemzter on Feb 25, 2014 11:48:50 GMT -5
Did Hakan just say $700M needed? Hmmmm
|
|
|
|
Post by mrhaigs on Feb 25, 2014 11:54:49 GMT -5
Any updates for those unable to listen?
|
|
|
|
Post by nemzter on Feb 25, 2014 11:54:54 GMT -5
Love the no comment on partnership ... LOL
|
|
|
|
Post by mrhaigs on Feb 25, 2014 11:58:13 GMT -5
Shares just dropped 20 cents. What did Hakan say now? He is the worst speaker.
|
|
|
|
Post by babaoriley on Feb 25, 2014 12:55:09 GMT -5
Haven't heard it, but Hakan is a poor speaker. Hopefully, a better scientist, a much better scientist!
|
|
|
|
Post by hopetoretire on Feb 25, 2014 20:31:57 GMT -5
Any updates for those unable to listen? For me (after years of listening to these), this was the most encouraging cc yet. They are not panicking about adcom. Matt dismissed as ridiculous, the articles about black swans, hidden data, etc written by admitted shorts and posted in SA. Matt is on record saying whatever data has not been released is not material - otherwise they are legally required to release. They gave the correct answer to the question about why an adcom this time and none last time: "we don't know and an answer would be speculation". If anything negative, I didn't get the feeling they are ready are only days away from closing a deal on an already negotiated partnership. They were still fuzzy about maybe keeping some US co-promotion rights or maybe not....depending on partnership negotiations....I hoped they were far past such basic issues and ready to sign the deal. All in all, it bolstered my confidence. But then, that is the outcome I am biased toward since my early retirement is at stake here! Although they didn't discuss the slides for some reason, I liked this one as it is the first time I can remember seeing actual quotes from FDA guidance. It has a tone of cooperation rather than adversarial. They are inviting proof that Afrezza will be useful to "patients with type 2 diabetes....who prefer to add an inhaled insulin product with the goal of delaying the need for injectable anti-diabetic therapy". Having a label that includes these patients is going to be like finding the goose that lays golden eggs. Attachment Deleted |
|
|
|
Post by ezrasfund on Feb 25, 2014 21:52:19 GMT -5
Good sense says that partnership will come after AdCom and even FDA approval, but I keep hoping otherwise. I have plenty of $4 and $5 March 22 calls. I just keep rolling them forward.
|
|
|
|
Post by alcc on Feb 25, 2014 22:29:52 GMT -5
Expensive rolling calls forward. Should wait at least for FDA + partnership anyways. So sequence doesn't matter.
|
|
|
|
Post by ezrasfund on Feb 25, 2014 22:57:17 GMT -5
It's not so expensive because these near term deep in the money calls have almost no premium. I exercise them and then sell the shares, so the bid/ask spread doesn't chafe (and the brokerage fees are a bit less), and I just keep taking a bit of profit off the table. Like most strategies it works when the stock is going up LOL. Looking back at the spike to $8 I made a lot of money and gave a good chunk of it back. MNKD is a very bumpy ride and definitely not for the faint of stomach. But I believe in the science and the medicine and even Al Mann's team. The FDA, the partnership deal and unknown unkowns still lurk.
|
|
