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Post by uvula on Apr 11, 2016 13:27:14 GMT -5
But will they discuss the key issues -- insurance reimbursement, black box, warning of lung damage, COPD, cancer, spirometry, etc. Mr. Castagna had an interview published today on "fircepharma," but there's simply no substance:
"I know people would say it's a no-brainer--it's inhaled versus an injection--but you've got to have that emotional connection that people are dealing with this disease every single day."
"Insurance companies are also important, he said, noting that MannKind is already working to remove managed care barriers and he is pleased with the progress."
"Diabetes educators will play a role as well. Usually nurses, they will be employed by MannKind, Castagna said, and work similarly to medical science liaisons."
Why do they need an "emotional connection"? What kind of "emotional connection"? How will they develop it? How will that overcome insurance and all the rest? And everyone already realizes the importance of insurance companies, but how are "barriers" being removed and exactly what progress have they made? And "diabetes educators"? Educate about what? It's supposed to be simple right -- just "inhale" -- but now they need to hire educators? What kind of return on investment are these educators supposed to generate?
I really don't believe any idea what endos and type 1s are interested in most. They sound like someone just reading out of a marketing textbook.
I'm willing give Castagna the benefit of the doubt. The article was in a marketing newsletter. It had to be fluffy and non-technical. Also, this would not have been the place to detail any of mnkd's new plans.
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Post by dreamboatcruise on Apr 11, 2016 13:48:23 GMT -5
Good news to start the week! This will give the shorts who bought all the "MannKind is doomed" articles last week something to think about. I also think there was an important omission that definitely should not be overlooked in this PR which states that, at the scheduled analyst conference call, Matt & Mike will be discussing commercialization plans for the U.S.
The fact that there is no mention, whatsoever, of marketing outside the U.S. indicates to me that ex-U.S. distribution agreements are currently being negotiated and cannot be mentioned if they are under non-disclosure agreement(s).
If pps got a 20% pop today over a simple announcement like this morning's PR, imagine what will happen to share price when(if) MannKind announces that it has signed agreements for the international (regional) distribution of Afrezza?
100%-200% squeeze or more?  
100% pop could easily happen... especially if we drop by 50% between now and then |
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Post by kc on Apr 11, 2016 13:53:27 GMT -5
The good think is that it was PR. We need to have a great PR plan after we get the pieces in place for the re-launch. This is only the beginning
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Post by matt on Apr 11, 2016 16:37:56 GMT -5
This will be a credibility test for Matt and the rest of the team. When Sanofi killed the marketing deal, the price dropped. When MNKD reminded the market that they had assumed responsibility for Afrezza effective April 5, the price dropped. While the shareholders may still believe in MNKD, the market has voted in the opposite direction and has thrown the BS flag.
So this is a test of whether the company can come up with a believable marketing plan. If they come up with something more concrete and actionable than a Twitter campaign, the price will recover so long as the balance sheet can support the plan. If they can announce a partnership for foreign markets, that will be a huge plus. If all they do is reiterate the same low cost social media type strategies, that will not be good. I honestly think Matt is doing a decent job playing the cards that he has been dealt; if the ship sinks it won't be due to lack of effort by the captain.
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Post by falconquest on Apr 11, 2016 17:32:15 GMT -5
I don't know, I'm feeling rather bearish here. Really? Another 150M shares after what Matt has said about dilution? We keep waiting and waiting and waiting for that next catalyst to propel us to success but all we ever see is the next carrot on the end of a stick. Afrezza is a phenomenal product but the management team is beginning to piss me off. I would rather see some sort of deal than more dilution. I have no idea why we were up today. I thought the price would crash. Then again, I am probably totally wrong. Just shaking my head here. Whatever it is we're going to do, get it done, PLEASE!!!
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Post by lakers on Apr 11, 2016 17:47:10 GMT -5
MannKind's Chief Executive Officer, Matthew J. Pfeffer, and Chief Commercial Officer, Michael E. Castagna, will discuss the
strategic commercial approach for Afrezza in the U.S. The discussion will include plans for sales and marketing of Afrezza,
including reimbursement and access programs for patients, marketing programs and expansion plans. Timelines for
relaunch activities will also be discussed.
I expect expansion plans to include Canada, Israel first. This may entail signing up regional partners. This may get the St. excited and shorts nervous.
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Post by sportsrancho on Apr 11, 2016 17:51:38 GMT -5
The good think is that it was PR. We need to have a great PR plan after we get the pieces in place for the re-launch. This is only the beginning And Matts going to give guidance:-)) I can not remember the last time we had any of that! |
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Post by hawaiiguy42 on Apr 11, 2016 17:52:55 GMT -5
I don't know, I'm feeling rather bearish here. Really? Another 150M shares after what Matt has said about dilution? We keep waiting and waiting and waiting for that next catalyst to propel us to success but all we ever see is the next carrot on the end of a stick. Afrezza is a phenomenal product but the management team is beginning to piss me off. I would rather see some sort of deal than more dilution. I have no idea why we were up today. I thought the price would crash. Then again, I am probably totally wrong. Just shaking my head here. Whatever it is we're going to do, get it done, PLEASE!!! Maybe Matt is bluffing (150M shares) just to trap the shorts and he unleashes an unexpected favorable plan of action/announcement to include some $$$$ Sanofi. I know, it's wishful thinking but I can dream can't I... but then again, maybe not.  |
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Post by falconquest on Apr 11, 2016 18:10:01 GMT -5
I don't know, I'm feeling rather bearish here. Really? Another 150M shares after what Matt has said about dilution? We keep waiting and waiting and waiting for that next catalyst to propel us to success but all we ever see is the next carrot on the end of a stick. Afrezza is a phenomenal product but the management team is beginning to piss me off. I would rather see some sort of deal than more dilution. I have no idea why we were up today. I thought the price would crash. Then again, I am probably totally wrong. Just shaking my head here. Whatever it is we're going to do, get it done, PLEASE!!! Maybe Matt is bluffing (150M shares) just to trap the shorts and he unleashes an unexpected favorable plan of action/announcement to include some $$$$ Sanofi. I know, it's wishful thinking but I can dream can't I... but then again, maybe not. Well quite frankly I'm tired of posturing, plans, ideas, hope, "embarrassement of riches" etc., sell the damned product! We always have the carrot just beyond our grasp only to be greeted by another carrot. Been here too long to tolerate this much longer, I want results! Now!!! We know from early users that the product is the best solution available for Diabetes. Get it on the market! |
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Post by karl on Apr 11, 2016 18:19:31 GMT -5
I don't know, I'm feeling rather bearish here. Really? Another 150M shares after what Matt has said about dilution? We keep waiting and waiting and waiting for that next catalyst to propel us to success but all we ever see is the next carrot on the end of a stick. Afrezza is a phenomenal product but the management team is beginning to piss me off. I would rather see some sort of deal than more dilution. I have no idea why we were up today. I thought the price would crash. Then again, I am probably totally wrong. Just shaking my head here. Whatever it is we're going to do, get it done, PLEASE!!! Do not forget, now there is no partner to share the profit. MNKD is going it alone, so it needs money. 150M shares from 550M is better than 35% of profit. Much better. |
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Post by nylefty on Apr 11, 2016 18:23:12 GMT -5
I don't know, I'm feeling rather bearish here. Really? Another 150M shares after what Matt has said about dilution? We keep waiting and waiting and waiting for that next catalyst to propel us to success but all we ever see is the next carrot on the end of a stick. Afrezza is a phenomenal product but the management team is beginning to piss me off. I would rather see some sort of deal than more dilution. I have no idea why we were up today. I thought the price would crash. Then again, I am probably totally wrong. Just shaking my head here. Whatever it is we're going to do, get it done, PLEASE!!! Just checked and see that after hours, price is up almost 28 percent for the day. More dilution is just a possibility, to be used if necessary. It's been less than a week since we got Afrezza back. I'm willing to give Matt considerably more time to get the job done. |
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Post by falconquest on Apr 11, 2016 18:35:06 GMT -5
I don't know, I'm feeling rather bearish here. Really? Another 150M shares after what Matt has said about dilution? We keep waiting and waiting and waiting for that next catalyst to propel us to success but all we ever see is the next carrot on the end of a stick. Afrezza is a phenomenal product but the management team is beginning to piss me off. I would rather see some sort of deal than more dilution. I have no idea why we were up today. I thought the price would crash. Then again, I am probably totally wrong. Just shaking my head here. Whatever it is we're going to do, get it done, PLEASE!!! Do not forget, now there is no partner to share the profit. MNKD is going it alone, so it needs money. 150M shares from 550M is better than 35% of profit. Much better. Yeah I get it, but I don't like people that go back on their word. Matt was against dilution until now and so something has changed. Castagna? I don't know but someone has convinced him to change his mind.....not sure I like that in a CEO. Seems he's bending to pressure. I'll hold out for now but this next call sure as hell better be good! ......and Matt put himself in this position! |
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Post by falconquest on Apr 11, 2016 18:36:45 GMT -5
By the way, I know I'm being tough so I appreciate the board allowing me to vent my frustration. Thank you!
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Post by bill on Apr 11, 2016 22:40:00 GMT -5
Do not forget, now there is no partner to share the profit. MNKD is going it alone, so it needs money. 150M shares from 550M is better than 35% of profit. Much better. Yeah I get it, but I don't like people that go back on their word. Matt was against dilution until now and so something has changed. Castagna? I don't know but someone has convinced him to change his mind.....not sure I like that in a CEO. Seems he's bending to pressure. I'll hold out for now but this next call sure as hell better be good! ......and Matt put himself in this position! I'm throwing a red flag on your comment! The request to add an additional 150 million shares is NOT equivalent to dilution and dilution should NOT be equated with something disadvantageous. Those shares may or may not be created, and even if they do get issued they could be part of a partnership deal that raises the share price as opposed to lowering it. So, to be very clear, nothing you said substantiates your claim that Matt went back on his word. He hasn't. In fact, Matt has said repeatedly that he will never say that he/MNKD won't dilute. So, even if he did get and use the 150 million shares to dilute, he wouldn't be going back on his word. If I remember correctly, he's said that he doesn't foresee a need for dilution in the near future, particularly with the depressed share price. |
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Post by cjc04 on Apr 11, 2016 23:04:30 GMT -5
Yeah I get it, but I don't like people that go back on their word. Matt was against dilution until now and so something has changed. Castagna? I don't know but someone has convinced him to change his mind.....not sure I like that in a CEO. Seems he's bending to pressure. I'll hold out for now but this next call sure as hell better be good! ......and Matt put himself in this position! I'm throwing a red flag on your comment! The request to add an additional 150 million shares is NOT equivalent to dilution and dilution should NOT be equated with something disadvantageous. Those shares may or may not be created, and even if they do get issued they could be part of a partnership deal that raises the share price as opposed to lowering it. So, to be very clear, nothing you said substantiates your claim that Matt went back on his word. He hasn't. In fact, Matt has said repeatedly that he will never say that he/MNKD won't dilute. So, even if he did get and use the 150 million shares to dilute, he wouldn't be going back on his word. If I remember correctly, he's said that he doesn't foresee a need for dilution in the near future, particularly with the depressed share price. Wow, I wanted to, but I couldn't have said it any better. I could only add,,,,, that only Matt can see the entire playing field, and as much as I want all the uncertainty to go away, everything he tells us, he also tells all the forces trying to destroy us. |
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