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Post by mnholdem on Feb 23, 2016 10:28:43 GMT -5
Matt's remarks about turning this company around indicate supreme confidence. Enough that he quips that someday there may be a book or movie about this "epic story".
CEO Pfeffer certainly does not sound like a man who thinks that MannKind Corporation is on the ropes... IMHO.  |
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Post by therealisaching on Feb 23, 2016 10:32:48 GMT -5
Agreed. I also was encouraged to hear his comments on Al. For those who didnt listen he said (I'm paraphrasing) that Al is still engaged. They continue to speak on what sounded like a daily basis & that he was one of his most trusted advisors. The resignation was more of an issue that he was 90 and now he wont have to travel to board meetings 4-5 times per year. He pointed to Al's resignation of the other boards and that this was the one he least wanted to give up but would continue on as an employee and be very involved.
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Post by bradleysbest on Feb 23, 2016 10:34:19 GMT -5
I respect your opinion MN but I did not get the confident feeling you have. We need cash soon! The waiting game sucks!
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Post by cretin11 on Feb 23, 2016 10:34:59 GMT -5
I agree mnholdem. His speaking manner might come across as nervous to those who haven't listened to him before, but to me he sounded relatively confident. He acknowledged the cash challenges facing MNKD, no definite answers there, it seems he's conceding that it's the obvious pressing concern. His wording (i can't remember exactly) was a bit negative when discussing the necessity to shelve some of the pipeline for now, but he was just being honest. I liked his comments about Al and his reasons for stepping back.
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Post by tayl5 on Feb 23, 2016 10:38:39 GMT -5
I also thought he did well. I'd adjust a word or phrase here and there but I don't want him to become like a politician who comes across as slick and a little too polished. He projected enough confidence that I bought more shares as soon as the call ended.
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Post by cretin11 on Feb 23, 2016 10:43:47 GMT -5
I also thought he did well. I'd adjust a word or phrase here and there but I don't want him to become like a politician who comes across as slick and a little too polished. He projected enough confidence that I bought more shares as soon as the call ended. Wow, that's proof of your belief that he did well! I didn't go that far, but have more than enough as it is, and certainly hope you made a great buying decision today. |
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Post by BlueCat on Feb 23, 2016 11:16:39 GMT -5
The one thing that made me pause is that SNY made an 'honest effort'. Imagine that would make legal difficult if they were to pursue a grievance.
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Post by dictatorsaurus on Feb 23, 2016 11:21:21 GMT -5
The one thing that made me pause is that SNY made an 'honest effort'. Imagine that would make legal difficult if they were to pursue a grievance. Keep your enemies closer...and we know SNY is the enemy. Something must be in the works in the background. I can't see this partnership dissolving without MNKD getting a decent compensation. |
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Post by coo2002coo on Feb 23, 2016 11:24:10 GMT -5
The one thing that made me pause is that SNY made an 'honest effort'. Imagine that would make legal difficult if they were to pursue a grievance. An honest effort is so much different from a "full effort" that normally required to launch and market a new drug. |
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Post by goyocafe on Feb 23, 2016 11:36:11 GMT -5
The one thing that made me pause is that SNY made an 'honest effort'. Imagine that would make legal difficult if they were to pursue a grievance. An honest effort is so much different from a "full effort" that normally required to launch and market a new drug. Maybe he's already aware that he'll get paid to play nice. |
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Post by BlueCat on Feb 23, 2016 12:02:17 GMT -5
An honest effort is so much different from a "full effort" that normally required to launch and market a new drug. Maybe he's already aware that he'll get paid to play nice. Although, I'm not certain SNY comments in media to date have played nice. Generally, if there was a back room agreement as such, it would be reciprocal. |
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Post by sccrbrg on Feb 23, 2016 12:08:47 GMT -5
Matt's remarks about turning this company around indicate supreme confidence. Enough that he quips that someday there may be a book or movie about this "epic story".
CEO Pfeffer certainly does not sound like a man who thinks that MannKind Corporation is on the ropes... IMHO. Unfortunately, he's made plenty of statements like this in the past - "embarrassment of riches" comes to mind. Gives me very little confidence in this statement. |
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Post by avogadro on Feb 23, 2016 12:10:17 GMT -5
Considering SNY's treachery , I'm reminded that most of the experts on this board, at the time MNKD was seeking an Afrezza partner, named said SNY as the best possible choice they could make.
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Post by kbrion77 on Feb 23, 2016 12:13:06 GMT -5
Considering SNY's treachery , I'm reminded that most of the experts on this board, at the time MNKD was seeking an Afrezza partner, named said SNY as the best possible choice they could make. If I'm not mistaken many biotech analysts and healthcare professionals did as well. |
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Post by BlueCat on Feb 23, 2016 12:16:24 GMT -5
Considering SNY's treachery , I'm reminded that most of the experts on this board, at the time MNKD was seeking an Afrezza partner, named said SNY as the best possible choice they could make. There is strategy, and then there's execution. The pro/con of their selection was an experienced partner with the right reach in the right places. But to have that, also likely to have competitive concerns. The execution challenges likely came through in the change of leadership at SNY, SNY's execution on the agreement, the Plan B at MNKD and the way the original agreement was written. On the outset, it seemed like a good choice. They had worked with SNY a while. The product overlap in Prandial was minimal. And SNY had the right resources, expertise and relationships. Hindsight is always much clearer, no? |
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