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Post by themarlin on Jan 12, 2016 21:09:33 GMT -5
I got a firm confirmation that Mnkd wouldn't pull out of the Conf, Ray (CMO) will present TS Road Map. Matt will present Afrezza game plan, strategic options including future partners, marketing strategy, financial situation, business model, plan to extend runway. There are 2 presenters from Mnkd, suprised !!Also heard TS partner for Pain mgmt, Migraine....... Individual investors can post questions and get immediate answers. It gonna be an open forum, no holds barred, only time is the limiting factor. Please come prepare with written, electronic Qs so that you can cut and paste fast. Let's seize this opportunity to really grill mgmt. Don't complain if you are not prepared. said Kent Kresa, Lead Director of MannKind Corporation. "He understands the strategic and financial challenges that we face at this very important time for our company and has already begun to pursue a number of solutions." I like the sounds of other people at Mannking getting involved. They're not a dumb bunch and have been fighting giants. And part of me says they now have A LOT more freedom to talk since Sanofi has jettisoned the sales and marketing and other partnerships are possible. So I look forward to tomorrow with confidence the style and content will be better. They can talk more, but still not show their hand to competition or mislead investors. HOWEVER, plans take time to formulate - markets studied, numbers run, models verified, suppliers and other players confirmed, right? So a big specific announcement tomorrow, imo, is unlikely. Especially with the options situation that needs the price staying low for the manipulators to have their way.
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Post by jpg on Jan 12, 2016 21:55:16 GMT -5
I got a firm confirmation that Mnkd wouldn't pull out of the Conf, Ray (CMO) will present TS Road Map. Matt will present Afrezza game plan, strategic options including future partners, marketing strategy, financial situation, business model, plan to extend runway. There are 2 presenters from Mnkd, suprised !!Also heard TS partner for Pain mgmt, Migraine....... Individual investors can post questions and get immediate answers. It gonna be an open forum, no holds barred, only time is the limiting factor. Please come prepare with written, electronic Qs so that you can cut and paste fast. Let's seize this opportunity to really grill mgmt. Don't complain if you are not prepared. said Kent Kresa, Lead Director of MannKind Corporation. "He understands the strategic and financial challenges that we face at this very important time for our company and has already begun to pursue a number of solutions." I like the sounds of other people at Mannking getting involved. They're not a dumb bunch and have been fighting giants. And part of me says they now have A LOT more freedom to talk since Sanofi has jettisoned the sales and marketing and other partnerships are possible. So I look forward to tomorrow with confidence the style and content will be better. They can talk more, but still not show their hand to competition or mislead investors. HOWEVER, plans take time to formulate - markets studied, numbers run, models verified, suppliers and other players confirmed, right? So a big specific announcement tomorrow, imo, is unlikely. Especially with the options situation that needs the price staying low for the manipulators to have their way. It takes time agreed but time is money and vice versa. I don't care about all their plans if they have no money to do it...
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Post by slugworth008 on Jan 12, 2016 22:14:23 GMT -5
I got a firm confirmation that Mnkd wouldn't pull out of the Conf, Ray (CMO) will present TS Road Map. Matt will present Afrezza game plan, strategic options including future partners, marketing strategy, financial situation, business model, plan to extend runway. There are 2 presenters from Mnkd, suprised !!Also heard TS partner for Pain mgmt, Migraine....... Individual investors can post questions and get immediate answers. It gonna be an open forum, no holds barred, only time is the limiting factor. Please come prepare with written, electronic Qs so that you can cut and paste fast. Let's seize this opportunity to really grill mgmt. Don't complain if you are not prepared. said Kent Kresa, Lead Director of MannKind Corporation. "He understands the strategic and financial challenges that we face at this very important time for our company and has already begun to pursue a number of solutions." Lakers I hope your right on this one - We'll know really soon.
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Post by slugworth008 on Jan 12, 2016 22:15:05 GMT -5
I got a firm confirmation that Mnkd wouldn't pull out of the Conf, Ray (CMO) will present TS Road Map. Matt will present Afrezza game plan, strategic options including future partners, marketing strategy, financial situation, business model, plan to extend runway. There are 2 presenters from Mnkd, suprised !!Also heard TS partner for Pain mgmt, Migraine....... Individual investors can post questions and get immediate answers. It gonna be an open forum, no holds barred, only time is the limiting factor. Please come prepare with written, electronic Qs so that you can cut and paste fast. Let's seize this opportunity to really grill mgmt. Don't complain if you are not prepared. I guess Matt is as yet unaware that Medtronic has already bought MNKD... according to some posters on other threads. That will be awkward for him if he learns of that during the presentation. LMAO - I needed that. Good one!!!!
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Post by mindovermatter on Jan 12, 2016 22:15:38 GMT -5
I got a firm confirmation that Mnkd wouldn't pull out of the Conf, Ray (CMO) will present TS Road Map. Matt will present Afrezza game plan, strategic options including future partners, marketing strategy, financial situation, business model, plan to extend runway. There are 2 presenters from Mnkd, suprised !!Also heard TS partner for Pain mgmt, Migraine....... Individual investors can post questions and get immediate answers. It gonna be an open forum, no holds barred, only time is the limiting factor. Please come prepare with written, electronic Qs so that you can cut and paste fast. Let's seize this opportunity to really grill mgmt. Don't complain if you are not prepared. said Kent Kresa, Lead Director of MannKind Corporation. "He understands the strategic and financial challenges that we face at this very important time for our company and has already begun to pursue a number of solutions." Lakers I hope your right on this one - We'll know really soon. If he is right wouldn't it be the first time he was actually right about something?
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Post by themarlin on Jan 12, 2016 22:51:19 GMT -5
If MNKD management was reassured by SNY that the partnership was solid, I can understand what happened after December 15th...to some degree. Al took over for Hakan because Hakan was perceived as giving SNY too much room in their marketing of Afrezza. Hakan may not have had the fiery temperament to force SNYs hand. Of course, DD was hired and perhaps SNY did NOT want to be pushed in any way. It seems apparent that they wished to starve MNKD until such time as it needed to sell Afrezza cheap or go bankrupt, in which case they would look like such good guys saving MNKD to go on and pursue other Technosphere partnerships. So, on January 4th, MNKD was taken by surprise. With that, DD bailed. Clearly, he didn't want his last gig as CEO of any company to be as the captain of a ship that he might not be able to right. Ouch...so here we are. Lakers probably still had it right. (Sorry to all of you who want someone to blame) I think he is probably suffering and losing with all of us. I certainly hope he is right and I hope he is getting information that has legs. He can only bring forth that which he has access to, but I am grateful for ANY information right now. And, he was correct about a lot when most of us were just spinning wheels. My guess is that this conference call may not be enough save us either, but we can keep swimming. If we can keep our heads above water long enough, even KBALL may look better in months to come. The longer we float, the more time we will have to implement a strategy where cheap prescriptions will inflate the numbers, and other companies, both potential buyers for Afrezza and for Technosphere, become apparent. I concur in many ways. Me thinks while Al was CEO he put it to Sanofi: 'Your efforts in 2015 have been mediocre and not as expected. It's clear you don't believe and see this is "ultra-rapid acting" and the best prandial in existence and that patients love it. Spiro tests shouldn't be a problem, and your pricing sucks full tang, and you're not even contacting GP's, just a few endo's. Your budget and plans for Afrezza in 2016 sucks full tang also. Sh*t or get off the pot, ok?". And they took a dump, basically gave him what he wanted - out. I don't think Al and everyone was that thrilled or naive to think Sanofi couldn't or wouldn't pull the plug, but at least on Jan 4 it was official. Al was only CEO for a short while, basically December, and I'll bet he spoke his mind. And so it seems like a surprise to all of us outsiders, but insiders knew it could likely become official, including DD.
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Post by kc on Jan 12, 2016 23:35:55 GMT -5
Marlin, I like it. NO MORE MR. NICE GUY. Perhaps nobody thought Al had the guts to call them out and call their bluff. I have seen first hand a 90 year family member in a business situation who is full steam ahead on business issues.
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