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Post by BlueCat on Feb 17, 2016 11:25:02 GMT -5
FWIW - I don't think we will hear much else different than what we just did on the cc. They may clarify a few points that were raised post call, and were included in the FAQ.
They may share a few tidbits from along the way - perhaps progress on closing the transition with SNY.
Otherwise, if there was material news to be shared, we'd hear it now.
If there is material news, I'm guessing they wait til the cc on Feb 29, Feb 30 or Platform 9 and 3/4.
But by all means Matt, shake things up and change that ... !
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Post by dreamboatcruise on Feb 17, 2016 12:15:23 GMT -5
FWIW - I don't think we will hear much else different than what we just did on the cc. They may clarify a few points that were raised post call, and were included in the FAQ. They may share a few tidbits from along the way - perhaps progress on closing the transition with SNY. Otherwise, if there was material news to be shared, we'd hear it now. If there is material news, I'm guessing they wait til the cc on Feb 29, Feb 30 or Platform 9 and 3/4. But by all means Matt, shake things up and change that ... ! Who knows, there could be some non-material info they are sitting on for the next available venue to discuss. Say if the company doing the clinics has solidified a opening date, or other info about where/who/how, etc. That wouldn't be the type of thing MNKD would have to rush out as a PR as it would be considered non-material with regard to SEC. I'm not holding my breath. I'll be hanging out on platform 9 and 3/4 until then... waiting for our magic train to prosperity to appear.
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Post by mnholdem on Feb 17, 2016 12:47:57 GMT -5
Frankly, I think CEO Pfeffer needs to provide some clarity on how MannKind Corporation plans to extend their cash runway. Matt has to wait until Afrezza is transferred back to the company before he can talk about a specific sales plan but he should be able to talk about the hiring of a new new Sales & Marketing executive and may even have a hiring announcement by Feb 23.
In the likely absence of specifics related to a sales plan, I suspect that Matt will talk about pipeline progress. Hopefully, in addition to the list of TS-drug candidates he'll start providing more information, such as projected market size and sales potential for one or more drugs in preclinical development.
Will we know who Receptor Life Sciences is by Feb 23? I hope so, but that news pales in comparison to news about how they intend to get cash and how soon.
Some shareholders may argue that it would be better for MannKind not to attend than to provide a repeat performance but I think that if MannKind were NOT to attend this conference, Matt would take even more criticism that he might for providing "old news".
Will he have something new to share? We'll see.
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Post by nylefty on Feb 17, 2016 13:06:06 GMT -5
Sure, Capital markets is part of RBC name, but my point is i'm not expecting MNKD CEO&CFO to come on stage and repeat himself one more time after clearly stating "MannKind will be providing updates as significant events unfold" likewise the Transition, WSJ article, cash-flow. You're not expecting it because that's what they always do but this time you expect it will be different? You do know what Einstein said about insanity, right? However, at this point I suppose we're all clinically insane for having stuck with this dog... Have you really "stuck with this dog?" Your relentless bashing of this stock makes you sound like a short, actively working to drive MannKind into bankruptcy. Any other interpretation makes no sense to me. And by the way, there's no evidence that Einstein said what you're attributing to him.
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Post by dreamboatcruise on Feb 17, 2016 13:52:35 GMT -5
You're not expecting it because that's what they always do but this time you expect it will be different? You do know what Einstein said about insanity, right? However, at this point I suppose we're all clinically insane for having stuck with this dog... Have you really "stuck with this dog?" Your relentless bashing of this stock makes you sound like a short, actively working to drive MannKind into bankruptcy. Any other interpretation makes no sense to me. Doesn't at all sound like a short to me. Sounds like a very disgruntled person who probably lost significant money. You're lack of ability to interpret I suspect is coming from the fact that you view peoples' communication about MNKD as necessarily trying to drive the stock price. Many of us have absolutely no belief that our utterances, no matter how outrageously positive or negative, are going to have the slightest bit of impact on the share price. I personally would be willing to pontificate all day long about the promise of an upcoming huge buyout if I thought me talking about it would make it more likely to happen. I would avoid any mention of bankruptcy if I thought not talking about it actually removed the risk.
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Post by dreamboatcruise on Feb 17, 2016 14:02:00 GMT -5
mnholdem... unfortunately, I think RLS is something that we'll not hear about until much later. If they've chosen to be a stealth startup then they likely won't uncloak until there is some catalyst for them to do so and if they are early preclinical stage, I don't see that their would be a catalyst for them. I think they've already laid out possibilities for how they will get cash... SNY tosses some cash on the nightstand, TS deal, Afrezza deal and secondary if viable. It seems unlikely they will have anything beyond that... and talking about managing their burn.
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Post by mnholdem on Feb 17, 2016 15:24:48 GMT -5
Sounds pretty dull... I think I'll call Matt and ask him to drum up another partner announcement next week.
Seriously, I've been well trained over the past few years NOT to set my expectations too high... if at all!
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Post by kball on Feb 17, 2016 15:31:12 GMT -5
mnholdem ... unfortunately, I think RLS is something that we'll not hear about until much later. If they've chosen to be a stealth startup then they likely won't uncloak until there is some catalyst for them to do so and if they are early preclinical stage, I don't see that their would be a catalyst for them. I think they've already laid out possibilities for how they will get cash... SNY tosses some cash on the nightstand, TS deal, Afrezza deal and secondary if viable. It seems unlikely they will have anything beyond that... and talking about managing their burn. As Sanofi is about to leave room MANNKIND - "Hey, you forgot to uncuff me"
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Post by mnholdem on Feb 17, 2016 15:34:32 GMT -5
I think the cuffs come off April 5.
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Post by nylefty on Feb 17, 2016 15:36:48 GMT -5
Have you really "stuck with this dog?" Your relentless bashing of this stock makes you sound like a short, actively working to drive MannKind into bankruptcy. Any other interpretation makes no sense to me. Doesn't at all sound like a short to me. Sounds like a very disgruntled person who probably lost significant money. You're lack of ability to interpret I suspect is coming from the fact that you view peoples' communication about MNKD as necessarily trying to drive the stock price. Many of us have absolutely no belief that our utterances, no matter how outrageously positive or negative, are going to have the slightest bit of impact on the share price. I personally would be willing to pontificate all day long about the promise of an upcoming huge buyout if I thought me talking about it would make it more likely to happen. I would avoid any mention of bankruptcy if I thought not talking about it actually removed the risk. No, I don't view people's communication about MNKD as "necessarily" trying to drive the stock price. That would be "insane." But there is a belief among some of the shorts that they can hurt the stock price by relentlessly bashing MNKD over and over and over again on public discussion boards. On another board I've seen some of them quote from an article (book?) that lays out a strategy for doing just that.
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Post by kball on Feb 17, 2016 15:44:03 GMT -5
I think the cuffs come off April 5. You would hope. But theres still all the issues we have now it would seem. Where will money come from to promote? Will doctors ever prescribe? When will formulary placement improve? Another year minimum? Can the PA be leapfrogged ever? Will any patients adopt if insurance is still a battle? Can the retention rate be improved and how quickly? I see partnership or sale as only way forward
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Post by mindovermatter on Feb 17, 2016 16:09:24 GMT -5
I think the cuffs come off April 5. If Mannkind doesn't have answers to the immediate problems that plague the company, taking off the cuffs will be doing so when still locked in a 4x4 iron bar cell.
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Post by BlueCat on Feb 17, 2016 16:15:08 GMT -5
I think its a fair point that if they do not address the immediate financial runway, the stock and company ratings will take a further beating.
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Post by dreamboatcruise on Feb 17, 2016 16:20:31 GMT -5
I think its a fair point that if they do not address the immediate financial runway, the stock and company ratings will take a further beating. Then I think the MNKD mantra for coming months will be "Thank you sir, may I have another!"
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Post by Deleted on Feb 22, 2016 20:28:52 GMT -5
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