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Post by lakers on Jan 19, 2016 13:34:43 GMT -5
Matt was announced as CEO as of 11th Jan. So he has been CEO basically for one week. Since he already did the JPM presentation on 13 Jan., it is reasonable that the company does not have or announce any news within a few days of such presentation. It is also expected that Mannkind is all over the place working on executing or fleshing out some of the plans Matt discussed in the JPM presentation. I recall Matt mentioned that he may do a conference call with investors before the next quarterly conference call. I expect the next conference call to be sometime around 10 Feb. Since Matt made the JPM presentation on 13 Jan. and the next quarterly conference will be around 10 Feb., it appears likely that, if Matt does do a conference call before the next quarterly conference, such a call will be scheduled around the end of Jan. My guess is that 29 Jan. (Friday, which is 10 days from today) maybe the date for such a call. If Matt does hold such a call, he may be able to announce a TS deal or other news on such conference call. If not, he will hear some news by the next quarterly conference call (around 10 Feb.), which is three weeks from today. Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. The pain Mgmt deal most likely will be Inhaled Fentanyl. After that It will likely be Trespostinil+PDE5 inhibitor for PAH. Mnkd needs to start superiority trial: submit design study, protocol, recruit. The new partner will take it over. Sanofi still bears the cost of Pediatric study until 7/4/16 unless they pay Mnkd a settlement lump sum as Pfizer did to Nektar.
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Post by bearcatmax on Jan 19, 2016 13:41:17 GMT -5
Matt was announced as CEO as of 11th Jan. So he has been CEO basically for one week. Since he already did the JPM presentation on 13 Jan., it is reasonable that the company does not have or announce any news within a few days of such presentation. It is also expected that Mannkind is all over the place working on executing or fleshing out some of the plans Matt discussed in the JPM presentation. I recall Matt mentioned that he may do a conference call with investors before the next quarterly conference call. I expect the next conference call to be sometime around 10 Feb. Since Matt made the JPM presentation on 13 Jan. and the next quarterly conference will be around 10 Feb., it appears likely that, if Matt does do a conference call before the next quarterly conference, such a call will be scheduled around the end of Jan. My guess is that 29 Jan. (Friday, which is 10 days from today) maybe the date for such a call. If Matt does hold such a call, he may be able to announce a TS deal or other news on such conference call. If not, he will hear some news by the next quarterly conference call (around 10 Feb.), which is three weeks from today. Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. Do they have the money do conduct the P4 trial? I don't think they do at this time.
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Post by greg on Jan 19, 2016 13:53:15 GMT -5
Matt was announced as CEO as of 11th Jan. So he has been CEO basically for one week. Since he already did the JPM presentation on 13 Jan., it is reasonable that the company does not have or announce any news within a few days of such presentation. It is also expected that Mannkind is all over the place working on executing or fleshing out some of the plans Matt discussed in the JPM presentation. I recall Matt mentioned that he may do a conference call with investors before the next quarterly conference call. I expect the next conference call to be sometime around 10 Feb. Since Matt made the JPM presentation on 13 Jan. and the next quarterly conference will be around 10 Feb., it appears likely that, if Matt does do a conference call before the next quarterly conference, such a call will be scheduled around the end of Jan. My guess is that 29 Jan. (Friday, which is 10 days from today) maybe the date for such a call. If Matt does hold such a call, he may be able to announce a TS deal or other news on such conference call. If not, we will hear some news by the next quarterly conference call (around 10 Feb.), which is three weeks from today. Yearend conference calls tend to be fairly late. If memory serves, Matt said q4 cc would be towards the end of February. Not a big deal but trying to keep time line reasonably accurate so we don't start to get anxious when earlier call doesn't happen as soon as some might expect.
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Post by compound26 on Jan 19, 2016 13:59:50 GMT -5
Matt was announced as CEO as of 11th Jan. So he has been CEO basically for one week. Since he already did the JPM presentation on 13 Jan., it is reasonable that the company does not have or announce any news within a few days of such presentation. It is also expected that Mannkind is all over the place working on executing or fleshing out some of the plans Matt discussed in the JPM presentation. I recall Matt mentioned that he may do a conference call with investors before the next quarterly conference call. I expect the next conference call to be sometime around 10 Feb. Since Matt made the JPM presentation on 13 Jan. and the next quarterly conference will be around 10 Feb., it appears likely that, if Matt does do a conference call before the next quarterly conference, such a call will be scheduled around the end of Jan. My guess is that 29 Jan. (Friday, which is 10 days from today) maybe the date for such a call. If Matt does hold such a call, he may be able to announce a TS deal or other news on such conference call. If not, we will hear some news by the next quarterly conference call (around 10 Feb.), which is three weeks from today. Yearend conference calls tend to be fairly late. If memory serves, Matt said q4 cc would be towards the end of February. Not a big deal but trying to keep time line reasonably accurate so we don't start to get anxious when earlier call doesn't happen as soon as some might expect. Greg. You are right. Last year's year-end conference call was on 24 Feb. In that case, assuming this year's year-end conference call will also be held around 24 Feb., about 5 weeks from today, the in-between investor conference call may be scheduled at around 5 Feb., a little bit less than 3 weeks from today.
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Post by jpg on Jan 19, 2016 14:00:42 GMT -5
Matt was announced as CEO as of 11th Jan. So he has been CEO basically for one week. Since he already did the JPM presentation on 13 Jan., it is reasonable that the company does not have or announce any news within a few days of such presentation. It is also expected that Mannkind is all over the place working on executing or fleshing out some of the plans Matt discussed in the JPM presentation. I recall Matt mentioned that he may do a conference call with investors before the next quarterly conference call. I expect the next conference call to be sometime around 10 Feb. Since Matt made the JPM presentation on 13 Jan. and the next quarterly conference will be around 10 Feb., it appears likely that, if Matt does do a conference call before the next quarterly conference, such a call will be scheduled around the end of Jan. My guess is that 29 Jan. (Friday, which is 10 days from today) maybe the date for such a call. If Matt does hold such a call, he may be able to announce a TS deal or other news on such conference call. If not, he will hear some news by the next quarterly conference call (around 10 Feb.), which is three weeks from today. Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. The pain Mgmt deal most likely will be Inhaled Fentanyl. After that It will likely be Trespostinil+PDE5 inhibitor for PAH. Mnkd needs to start superiority trial: submit design study, protocol, recruit. The new partner will take it over. Sanofi still bears the cost of Pediatric study until 7/4/16 unless they pay Mnkd a settlement lump sum as Pfizer did to Nektar. Inhaled fentanyl would be extraordinarily dangerous and highly addictive. The tachyphylaxis caused by it would in of itself be devastating. If you sources are correct this would be a super big error. Any company doing this would need to be way out of the loop with the DEA and narcotics. It would never pass the FDA (but might get a Mexican cartel's support...).
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Post by peppy on Jan 19, 2016 14:04:53 GMT -5
Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. The pain Mgmt deal most likely will be Inhaled Fentanyl. After that It will likely be Trespostinil+PDE5 inhibitor for PAH. Mnkd needs to start superiority trial: submit design study, protocol, recruit. The new partner will take it over. Sanofi still bears the cost of Pediatric study until 7/4/16 unless they pay Mnkd a settlement lump sum as Pfizer did to Nektar. Inhaled fentanyl would be extraordinarily dangerous and highly addictive. The tachyphylaxis caused by it would in of itself be devastating. If you sources are correct this would be a super big error. Any company doing this would need to be way out of the loop with the DEA and narcotics. It would never pass the FDA (but might get a Mexican cartel's support...). screencast.com/t/c2xjgEILYp
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Post by Deleted on Jan 19, 2016 14:08:55 GMT -5
Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. The pain Mgmt deal most likely will be Inhaled Fentanyl. After that It will likely be Trespostinil+PDE5 inhibitor for PAH. Mnkd needs to start superiority trial: submit design study, protocol, recruit. The new partner will take it over. Sanofi still bears the cost of Pediatric study until 7/4/16 unless they pay Mnkd a settlement lump sum as Pfizer did to Nektar. Inhaled fentanyl would be extraordinarily dangerous and highly addictive. The tachyphylaxis caused by it would in of itself be devastating. If you sources are correct this would be a super big error. Any company doing this would need to be way out of the loop with the DEA and narcotics. It would never pass the FDA (but might get a Mexican cartel's support...). not my words www.fool.com/investing/general/2015/02/22/forget-mannkind-corporation-here-are-3-better-biot.aspxI think Insys Therapeutics (NASDAQ:INSY) could prove to be the better buy.
Insys Therapeutics already has a fast-growing commercial drug on the market. The company's quick-acting fentanyl spray Subsys for breakthrough cancer pain saw its sales surge 105% to $58 million in the third quarter. The drug is the leading immediate release fentanyl drug in a market that Insys estimates is worth $471 million a year.
If the company can win FDA approval for its oral formulation of the anti-nausea drug marinol for chemotherapy patients, it could have a second drug with nine-figure potential on its hands in the coming year.
But it's not just Subsys and oral marinol that are intriguing to me; Insys is also researching the use of the marijuana cannabinoid CBD in epilepsy patients, and the company just reported that the FDA had granted orphan drug designation for a version of Insys' paclitaxel for potential use in ovarian cancer. With a growing cash stockpile, no debt on the books, and an intriguing pipeline, I think Insys Therapeutics could be a top performer.
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Post by jpg on Jan 19, 2016 14:11:25 GMT -5
Inhaled fentanyl would be extraordinarily dangerous and highly addictive. The tachyphylaxis caused by it would in of itself be devastating. If you sources are correct this would be a super big error. Any company doing this would need to be way out of the loop with the DEA and narcotics. It would never pass the FDA (but might get a Mexican cartel's support...). screencast.com/t/c2xjgEILYpInteresting. Basically another strike (as far as I am concerned anyway) against Mannkind credibility. Sadly a 'scientific strike' though...
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Post by Deleted on Jan 19, 2016 14:12:53 GMT -5
Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. Do they have the money do conduct the P4 trial? I don't think they do at this time. Does any one know how many patients would suffice for the superiority trial? as for as the time line - 6 to 8 months + data collection time ( 1 month ) should be ok?
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Post by Deleted on Jan 19, 2016 14:15:05 GMT -5
Your timeline is reasonable. The key to unlock SH value is conducting Phase 4 superiority trial yesterday and expediting pediatric study w/ CGM, right dosing at right time. Mnkd can do this while finding the next regional partners so as to not putting all eggs in one basket. The pain Mgmt deal most likely will be Inhaled Fentanyl. After that It will likely be Trespostinil+PDE5 inhibitor for PAH. Mnkd needs to start superiority trial: submit design study, protocol, recruit. The new partner will take it over. Sanofi still bears the cost of Pediatric study until 7/4/16 unless they pay Mnkd a settlement lump sum as Pfizer did to Nektar. Inhaled fentanyl would be extraordinarily dangerous and highly addictive. The tachyphylaxis caused by it would in of itself be devastating. If you sources are correct this would be a super big error. Any company doing this would need to be way out of the loop with the DEA and narcotics. It would never pass the FDA (but might get a Mexican cartel's support...). care to detail further on the addictive part where there are other aerosol fentanyl in market?
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Post by seanismorris on Jan 19, 2016 14:27:57 GMT -5
Late February sounds reasonable.
I wouldn't worry about what the stock is doing right now. If you believe in Matts chances of turning MannKind around it's not important. It's not like Matt has plans to raise cash in the next month... The turning point is the quality of the expected partner. If they can get a small amount of cash up front that would be huge, and I'll be a buyer. I expect cash from Sanofi but that's several months out.
The market is very volatile right now, expect MNKD to have outsized price swings as a result.
Also, expecting Matt to come out with new info (when he just spoke) isn't reasonable. He has more important things (to do) than worry or respond to the stock price.
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Post by LosingMyBullishness on Jan 19, 2016 14:42:18 GMT -5
I assume that they wanted to signal to the market that TS apps are in demand. If they hadnt done this, shorts would claim that all the TS apps are uninteresting for other companies. On the other hand they did not want to leave money on the table. Last time they got attacked of having made a bad deal with SNY. What about this time? Would you critize management for a quick deal leaving money on the table and for a delayed deal that sends the price done in the meantime? The stock price is a disaster wether $0.8 or $1.0.
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Post by suebeeee1 on Jan 19, 2016 14:46:55 GMT -5
Interesting. Basically another strike (as far as I am concerned anyway) against Mannkind credibility. Sadly a 'scientific strike' though... Do you have any idea how many people are in desperate need of a drug like that? Just because the FDA has waged a war on pain patients because they can't interdict drugs streaming through our borders, doesn't mean we shouldn't do the compassionate thing and also choose a lucrative option.
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Post by LosingMyBullishness on Jan 19, 2016 14:59:37 GMT -5
He's been CEO for 2 weeks and he already has an inability to close deals? If it's May and they still haven't signed a Technosphere partner then I would say your comment could be used then. Matt has attended the past call conferences as CFO but acted like an acting CEO. He has been with the company for years and should know the company inside out. He definitely has the positions and influence as to most decisions by the former CEO. I just feel awkward that Matt's talk about very close to concluding deals in the near future on Jan 13 has demonstrated his inexperience in business dealings and handling crisis. I mean you do not get mercy from potential partners when they know you'r in desperate position to partner with them, do you? And this is why he did not want to be forced into a bad deal the days before JPM conference.
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Post by spiro on Jan 19, 2016 15:05:25 GMT -5
Spiro heard that JPG and Babaoriley would like a new Technosphere Cyanide inhaler to help put them out of their misery.
Spiro here, Ok, Spiro would probably take a puff or two also.
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