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Post by jerrys on Feb 11, 2016 11:53:34 GMT -5
That is exactly my point in starting this thread.... Is Matt going to be standing there himself (cuz at this rate, he may be the only one left) with a card table (about all they'll be able to afford) with the results in his hand and a box of Afrezza? ? How do plan for June to be a new start at the ADA with test results, if you'll be broke shortly thereafter,,, unless you have a reason to know otherwise. Again, not trying to create some wild conspiracy, but something doesn't add up (namely the bank account) with Matt talking about Clamp results at a June ADA, here and now desperate in February. Not to mention, he just took over a few weeks prior, in total chaos, yet he has a clear vision to June. It's important to distinguish the scientific presentations at a conference like ADA from the commercial exhibits. If MannKind receives an invitation to present at the meeting (and it sounds like they have given the disclosure restrictions) then their (our) financial constraints will not be a factor. The exhibit hall is a different story. If it was just about the exhibit there would be no downside to releasing the results early, but the extra credibility that comes with a scientific presentation is worthwhile. Assuming, of course, that there is a future after June. As I understood it, Sanofi paid for and conducted the study, so I presume the results belong to them and it is up to them to present the results. Has Mr. Pfeffer actually seen the results himself or is he just relying on what Sanofi told him?
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Post by peppy on Feb 11, 2016 11:57:03 GMT -5
It's important to distinguish the scientific presentations at a conference like ADA from the commercial exhibits. If MannKind receives an invitation to present at the meeting (and it sounds like they have given the disclosure restrictions) then their (our) financial constraints will not be a factor. The exhibit hall is a different story. If it was just about the exhibit there would be no downside to releasing the results early, but the extra credibility that comes with a scientific presentation is worthwhile. Assuming, of course, that there is a future after June. As I understood it, Sanofi paid for and conducted the study, so I presume the results belong to them and it is up to them to present the results. Has Mr. Pfeffer actually seen the results himself or is he just relying on what Sanofi told him? seekingalpha.com/article/3862956-mannkinds-mnkd-investor-conference-call-transcript
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Post by mnholdem on Feb 11, 2016 13:14:51 GMT -5
It's important to distinguish the scientific presentations at a conference like ADA from the commercial exhibits. If MannKind receives an invitation to present at the meeting (and it sounds like they have given the disclosure restrictions) then their (our) financial constraints will not be a factor. The exhibit hall is a different story. If it was just about the exhibit there would be no downside to releasing the results early, but the extra credibility that comes with a scientific presentation is worthwhile. Assuming, of course, that there is a future after June. As I understood it, Sanofi paid for and conducted the study, so I presume the results belong to them and it is up to them to present the results. Has Mr. Pfeffer actually seen the results himself or is he just relying on what Sanofi told him? Your presumption is incorrect. MannKind pays 35% for its share of development costs and, per the License & Collaboration Agreement, MannKind has full access to the data from the studies. Under that Agreement, Sanofi was accountable for all development activities, but the studies and all data officially will belong solely to MannKind with the transfer of the NDA.
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