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Post by u1682002 on Jan 12, 2016 1:26:29 GMT -5
According to lakers: "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 think we all have many questions that we want to ask and get direct answers from now CEO Matt P. I think we should debate a little as a group about what kind of questions that we want to ask. Given the time limits, most of our questions will not get a chance to be answered. So the better way is for us to pile and prioritize a list of questions and email to Matt ahead of time for him to prepare the answers. During the call, we all (or all agreed) can use the same list so we can get better chances to get answers.
My top 3 questions:
1. Will you (Matt) consider to buy some MNKD stocks from open market now?
2. Did you (Matt) talk to Mann about possible increase of LOC from Mann group after the decision from SNY and what was Mann's answer?
3. Is lawsuit against SNY totally out of questions at this point?
If no other inputs, I will send these questions to Matt tomorrow. I will do just like Lakers suggested to copy and paste and try to get answers. If fellow members have better questions, then I can consider to use the questions instead to help to get answers.
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Post by rockstarrick on Jan 12, 2016 2:46:09 GMT -5
Has there been any intetest from other Pharmaceutical companies since they received notification from Sanofi of the termination of the partnership ??
Will the real world results from afrezza users be disclosed to the Nation via National news ??
Are they working on a DTC television commercial and when can we expect to see one ??
Which country wanted the 200 million worth of Afrezza ??
Do they need volunteer sales reps ?? (Seriously)
Have they decided the new price for afrezza scripts and what is it ??
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Post by peppy on Jan 12, 2016 7:34:46 GMT -5
Any announcements might change the following. Is Mannkind up for sale? Is Afrezza up for sale? TS Licensing agreements? What is the Afrezza pricing plan? when do you get control of Afrezza pricing? What are the current plans for getting better insurance provider coverage? What is the plan for a Afrezza sales force? When does Mannkind get the Clamp study results? when do they get published? Mannkind taking over the pediatric study? What are the plans for money/backing?
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Post by kball on Jan 12, 2016 7:49:42 GMT -5
1. Is Al involved and to what degree? Could you please give us some reference as to his health and capacity? 2. When's the soonest another TS deal could be announced? 3. Do you expect more layoffs in 1st quarter? 4. Do you find it humbling to follow in the very large shadow of Duane DeSisto? (a poke in the eye i wanted out there)
The 2 questions i'd like most to know are lawsuit and bankruptcy related but theres no way to phrase them where Matt would answer
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Post by lakemann on Jan 12, 2016 7:52:27 GMT -5
Omg,, there out of time after all these questions,,, how bout is My embarrassment of riches still on track?? And when can I expect to start blushing???
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Post by sumsg200 on Jan 12, 2016 8:11:07 GMT -5
I would like to ask why, if there was extensive language in the offer letter to Desisto speaking to Mannkind being prepared to save Desisto harmless should Insulet challenge position, did they withdraw offer so early, if they fully expected a challenge from Insulet? What changed and caused Mannkind to cave on day 3? I don't mind Matt as a person, but if the goal is to "Commercialize" Afrezza, tasking our ex CFO with that job seems like we picked perhaps the least qualified person period! Is there nobody who could be convinced for 8,000,000 newly priced options as was offered to Desisto to come to Mannkind as a qualified CEO with experience commercializing a drug?
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Post by kball on Jan 12, 2016 13:15:54 GMT -5
Matt, when were you given the first warnings that Sanofi might end the partnership? And when did you suspect they might?
July 13 $5.57pps aug 13 $4.14 sept 14 $3.57 oct 13 $2.94 nov 13 $2.44 dec 12 $1.53 Jan 12 $0.73
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Post by bradleysbest on Jan 12, 2016 13:38:56 GMT -5
Will MNKD file for EU approval during this transition period?
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Post by Deleted on Jan 12, 2016 13:46:12 GMT -5
I would like to ask why, if there was extensive language in the offer letter to Desisto speaking to Mannkind being prepared to save Desisto harmless should Insulet challenge position, did they withdraw offer so early, if they fully expected a challenge from Insulet? What changed and caused Mannkind to cave on day 3? I don't mind Matt as a person, but if the goal is to "Commercialize" Afrezza, tasking our ex CFO with that job seems like we picked perhaps the least qualified person period! Is there nobody who could be convinced for 8,000,000 newly priced options as was offered to Desisto to come to Mannkind as a qualified CEO with experience commercializing a drug? DO you want to know why on the history? or future plans? I agree with you on Matt's ability...in running the commercialization unless so called regional players are in play
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Post by nuklerfizzacist on Jan 12, 2016 13:52:05 GMT -5
Boxers or briefs?
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Post by peppy on Jan 12, 2016 15:12:19 GMT -5
Currently how many people are using afrezza for their mealtime insulin?
How many people tried afrezza? ( prescriptions?)
What is Hakan Edstrom working on?
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Post by dreamboatcruise on Jan 12, 2016 15:17:57 GMT -5
Has there been any intetest from other Pharmaceutical companies since they received notification from Sanofi of the termination of the partnership ?? A) Will the real world results from afrezza users be disclosed to the Nation via National news ?? Are they working on a DTC television commercial and when can we expect to see one ?? Which country wanted the 200 million worth of Afrezza ?? B) Do they need volunteer sales reps ?? (Seriously) Have they decided the new price for afrezza scripts and what is it ?? A) No, that is not allowed marketing by the FDA. B) No thanks, we would be very worried that volunteers would not understand what is allowed by the FDA in marketing drugs.
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Post by figglebird on Jan 12, 2016 15:46:19 GMT -5
I think 3 is THE QUESTION that NEEDS to be asked - but perhaps in a more nuanced way or with more specific follow ups.
1. Did Mannkind ever execute their technology transfer obligation to Sanofi?
2. Did Sanofi at anytime before September 3rd, ever explain anything or offer any information on or about their plans to expand their Wilshire UK INHALABLES PLANT? If so was it consistent with their statement - a response to growing consumer demand(their/sny's words) for their PRODUCTS and CMO business? If not, what message did you perceive they were sending in light of a publiscized report citing consumer demand for their inhalable products as the key driver of this site expansion?
3. Was Sanofi involved in any capacity in the decision to increase production at the Danbury plant in late April?
4. Did Sanofi, according to the stipulations supply agreement, obligate themselves accordingly or at all - with particular respect to timing and procedure? If not, how would you characterize their level of communication?
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Post by Deleted on Jan 12, 2016 15:54:24 GMT -5
I think 3 is THE QUESTION that NEEDS to be asked - but perhaps in a more nuanced way or with more specific follow ups. 1. Did Mannkind ever execute their technology transfer obligation to Sanofi? 2. Did Sanofi at anytime before September 3rd, ever explain anything or offer any information on or about their plans to expand their Wilshire UK INHALABLES PLANT? If so was it consistent with their statement - a response to growing consumer demand(their/sny's words) for their PRODUCTS and CMO business? If not, what message did you perceive they were sending in light of a publiscized report citing consumer demand for their inhalable products as the key driver of this site expansion? 3. Was Sanofi involved in any capacity in the decision to increase production at the Danbury plant in late April? 4. Did Sanofi, according to the stipulations supply agreement, obligate themselves accordingly or at all - with particular respect to timing and procedure? If not, how would you characterize their level of communication? I would rather ask future plans..
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Post by beardawg on Jan 12, 2016 18:54:44 GMT -5
Did the 35% retention rate put out by Sanofi include patients who used samples and then discontinued use due to being denied by their insurance or because of the cost?
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