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Post by slugworth008 on Jan 13, 2016 20:45:23 GMT -5
Wow. This was better than my wildest dreams. THAT is the way a conference call should be handled. I thought MNKD was toast. But I think now they have a real shot at success. Us investors may yet have something positive to see (at least from this point forward). At least now I have some Hope! Really good job Matt and Ray!!!!!!!!!!!!That is by far and away the most impressive call I have heard from MNKD. Absolutely NO QUESTION about that - Such a far cry from the Hakan CC's of the past. An absolutely Kick-Ass job by CEO Matt and CMO Ray. Thank you sweet baby Jesus we all needed that.
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Post by mnholdem on Jan 13, 2016 20:45:29 GMT -5
I think Dr Urbanski's drug candidates and timeline graphics will be received well by Wall Street analysts and investors who, until now, have been pretty much in the dark about the potential drug candidates for Technosphere. Now, if Ray could simply add a column for current market $$$ for each drug...
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Post by peppy on Jan 13, 2016 20:51:30 GMT -5
Technosphere Fentanyl.... Technosphere for COPD!
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Post by bloodrootfc on Jan 13, 2016 20:51:50 GMT -5
My take: Cash issues not resolved in the least. No partner except a promise they are close to having one for a Phase 1 product. Matt - an accountant - is going to run the company. Al - a humanitarian with no serious interest in wealth preservation - is still chairman. Buyout offer, if one exists ( doubtful) almost certainly not going to be accepted by BOD so long as Al is alive. Starting from square one with DTC, trials, and coverage negotiations with $8M per month cash burn under best case scenario but expenses likely to rise even before end Q1. Altogether, I want to crawl inder the house and die. Horrible situation and no hope for serious investor return in the short or long term. Only good for day traders now. Signing off...
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Post by james on Jan 13, 2016 20:55:57 GMT -5
I think Dr Urbanski's drug candidates and timeline graphics will be received well by Wall Street analysts and investors who, until now, have been pretty much in the dark about the potential drug candidates for Technosphere. Now, if Ray could simply add a column for current market $$$ for each drug... I want to agree, but they may equally double down. MNKD likely needs 2 TS deals, an international Afrezza deal (or two), sale of the unused facility and a quick demonstration of Afrezza sales ramp within the year to avoid a train wreck on expenses and massive dilution. SNY cash is pretty speculative, but a potential white swan. That's a lot to make happen and it will be hammered on relentlessly by the dark forces. The discussion on potential for staving off large expenditure on the safety study is probably not going to be discussed much, but this was as tangible a nugget as was given today. Whether the costs can be contained or not, it's clear that MNKD doesn't intend to initiate any expenditure here until mid 2017.
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Post by sweedee79 on Jan 13, 2016 20:55:59 GMT -5
wow.. thanks so much for the recap .. it all sounds so positive and finally MNKD is telling us something .. I especially like the part where they say "Afrezza and MNKD are here to stay"... what a relief coming from the mouth of the new CEO .. now I think I may consider doubling what I own.... and maybe in a year or so my dad can be back on Afrezza ...
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Post by alethea on Jan 13, 2016 20:56:49 GMT -5
My take: Cash issues not resolved in the least. No partner except a promise they are close to having one for a Phase 1 product. Matt - an accountant - is going to run the company. Al - a humanitarian with no serious interest in wealth preservation - is still chairman. Buyout offer, if one exists ( doubtful) almost certainly not going to be accepted by BOD so long as Al is alive. Starting from square one with DTC, trials, and coverage negotiations with $8M per month cash burn under best case scenario but expenses likely to rise even before end Q1. Altogether, I want to crawl inder the house and die. Horrible situation and no hope for serious investor return in the short or long term. Only good for day traders now. Signing off... Goodbye. Don't let the door hit cha where the Good Lord split cha. Peace.
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Post by BlueCat on Jan 13, 2016 21:00:58 GMT -5
Technosphere Fentanyl.... Technosphere for COPD! If I have my drugs right - is that TS for COPD Advair or Breo as a generic (tho only Breo for COPD?)
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Post by pktrump on Jan 13, 2016 21:03:35 GMT -5
EXCITED to see potential TS uses in MRSA and fungal infections such as aspergillosis as in theory should be more effective given alveolar absorption in contrast to venous access.
Also, in the setting of acute pain, TS Fentanyl could be a very handy tool to have in the ER for trauma patients not to mention acute pain patients on the battlefield or any patient for that matter who do not have IV access.
Given many of these have potential to be used by our military, and given Al Manns history of working with the military and NASA, I do not think it would be a surprise to see Fed grant money to further research and develop some of these TS candidates.
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Post by bioexec25 on Jan 13, 2016 21:11:30 GMT -5
My take: Cash issues not resolved in the least. No partner except a promise they are close to having one for a Phase 1 product. Matt - an accountant - is going to run the company. Al - a humanitarian with no serious interest in wealth preservation - is still chairman. Buyout offer, if one exists ( doubtful) almost certainly not going to be accepted by BOD so long as Al is alive. Starting from square one with DTC, trials, and coverage negotiations with $8M per month cash burn under best case scenario but expenses likely to rise even before end Q1. Altogether, I want to crawl inder the house and die. Horrible situation and no hope for serious investor return in the short or long term. Only good for day traders now. Signing off... Great final summation from your position. So unless you want to disclose you make money on clicks we are all happy to bid you farewell. The rest of us have work to do to get a great therapeutic to diabetics around the world.
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Post by silentknight on Jan 13, 2016 21:23:41 GMT -5
I caveat this by saying that I didn't get a chance to hear the presentation tonight. I was tied up with other matters. I will listen to it as soon as it is posted for review on the website. As such, I'll reserve final judgment until I hear it all.
However, I'll credit Dr. Urbanski for the foresight to devote time and resources to addressing the growing and difficult area of chemo induced nausea and vomiting. I'm sure most of us know someone that has been stricken with cancer and has seen first hand the devastation that chemotherapy can do to the body. Having a rapid acting compound that can alleviate the unsightly side effects of cancer treatments could be a Godsend for patients and a windfall for Mannkind. I don't have any statistical evidence to back it up, but it sure seems cancer is becoming more prevalent than it used to be and any mechanism that we have to combat it, I'll support wholeheartedly.
That said, I'll take many of your positive comments as a good sign that things went well. If so, I'll be the first to congratulate Matt on a job well done and wish him much continued success in leading the way forward. There is A LOT of work that needs to be done. Let's not get too ahead of ourselves in believing that all is well just yet. Ideas are great, but we need to see action and results now. I hope both he and the company can deliver.
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Post by lakers on Jan 13, 2016 21:24:43 GMT -5
Fentanyl Common brands: Duragesic, Abstral, Subsys Narcotic It can treat severe pain. Controlled substance Can cause life-threatening respiratory distress when taken in high doses or when combined with other substances. Also has a high risk of dependency. Brands: Duragesic, Abstral, Subsys, Ionsys, and Sublimaze Availability: Prescription needed Pregnancy: Consult a doctor Alcohol: Avoid. Very serious interactions can occur DURAGESIC® Transdermal Patch is: A strong prescription pain medicine that contains an opioid (narcotic) that is used to manage pain severe enough to require daily around-the-clock, long-term treatment with an opioid, in people who are already regularly using opioid pain medicine, when other pain treatments such as non-opioid pain medicines or immediate-release opioid medicines do not treat your pain well enough or you cannot tolerate them. A long-acting (extended-release) opioid pain medicine that can put you at risk for overdose and death. Even if you take your dose correctly as prescribed you are at risk for opioid addiction, abuse, and misuse that can lead to death. Not for use to treat pain that is not around-the-clock. Janssen Pharmaceuticals, Inc. Galena Biopharmawww.abstral.com/about-abstral/efficacyInsys Therapeuticswww.subsysspray.com/www.ionsys.com/INDICATION IONSYS® (fentanyl iontophoretic transdermal system) CII, contains fentanyl, an opioid agonist. IONSYS is indicated for the short-term management of acute postoperative pain in adult patients requiring opioid analgesia in the hospital. Limitations of Use: Only for use in patients who are alert enough and have adequate cognitive ability to understand the directions for use. Not for home use. IONSYS is for use only in patients in the hospital. Discontinue treatment with IONSYS before patients leave the hospital. IONSYS is for use after patients have been titrated to an acceptable level of analgesia using alternate opioid analgesics.
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Post by slugworth008 on Jan 13, 2016 21:31:57 GMT -5
My take: Cash issues not resolved in the least. No partner except a promise they are close to having one for a Phase 1 product. Matt - an accountant - is going to run the company. Al - a humanitarian with no serious interest in wealth preservation - is still chairman. Buyout offer, if one exists ( doubtful) almost certainly not going to be accepted by BOD so long as Al is alive. Starting from square one with DTC, trials, and coverage negotiations with $8M per month cash burn under best case scenario but expenses likely to rise even before end Q1. Altogether, I want to crawl inder the house and die. Horrible situation and no hope for serious investor return in the short or long term. Only good for day traders now. Signing off... Goodbye. Don't let the door hit cha where the Good Lord split cha. Peace. I'm down with that sentiment -
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Post by boytroy88 on Jan 13, 2016 21:48:07 GMT -5
Goodbye. Don't let the door hit cha where the Good Lord split cha. Peace. I'm down with that sentiment - He was way worse on ST.
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Post by me on Jan 13, 2016 21:53:21 GMT -5
My take: Cash issues not resolved in the least. No partner except a promise they are close to having one for a Phase 1 product. Matt - an accountant - is going to run the company. Al - a humanitarian with no serious interest in wealth preservation - is still chairman. Buyout offer, if one exists ( doubtful) almost certainly not going to be accepted by BOD so long as Al is alive. Starting from square one with DTC, trials, and coverage negotiations with $8M per month cash burn under best case scenario but expenses likely to rise even before end Q1. Altogether, I want to crawl inder the house and die. Horrible situation and no hope for serious investor return in the short or long term. Only good for day traders now. Signing off... Well?
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