|
|
Post by buyitonsale on Apr 15, 2016 23:51:09 GMT -5
If Matt thinks that a CC without a real announcement will help, he is doing devoted shareholders a disservice. It feels to me that CC was announced to simply prevent the SP from failing further (I think we were around buck and a quarter at the time). We better see a PR before the call!! Where is the foreign distribution deal(s), accompanied by a "flurry of activity"? I would prefer the usual endless "quiet period" rather then more lip service... There, I feel better now.
|
|
|
|
Post by LosingMyBullishness on Apr 16, 2016 3:37:22 GMT -5
"There, I feel better now."
Good for you. This proboard's main purpose is pain-relief.
|
|
|
|
Post by falconquest on Apr 16, 2016 8:08:06 GMT -5
"There, I feel better now." Good for you. This proboard's main purpose is pain-relief. "pain-relief" is right, where we should be discussing whether we beat guidance this quarter. It is early in the Pfeffer administration so unfortunately for him expectations are high and Matt needs to play this well. A pr prior to the conference would help enormously! It seems they have a good plan as far as marketing goes although they need to disclose how they are dealing with funding. I think this is the key. They could have the greatest marketing plan in the world but if they have no funds to support it then it becomes moot. |
|
|
|
Post by spiro on Apr 16, 2016 8:37:40 GMT -5
Spiro believes that at this point, MNKD is focused solely on developing a business model that will jump start the second launch of Afrrezza. Let's face reality, a successful launch and strategy will propel the share price. An unsuccessful launch will result in eventual doom.
Spiro here, betting on the M & M boys ( Matt and Mike ) getting the job done.
|
|
|
|
Post by jerrys on Apr 16, 2016 9:32:29 GMT -5
Spiro believes that at this point, MNKD is focused solely on developing a business model that will jump start the second launch of Afrrezza. Let's face reality, a successful launch and strategy will propel the share price. An unsuccessful launch will result in eventual doom. Spiro here, betting on the M & M boys ( Matt and Mike ) getting the job done. At this point it seems unlikely that a "successful launch and strategy" can exist without dealing with certain fundamental issues beforehand:
-- non-inferiority of afrezza in type 2s -- afrezza inferiority to lispro in lowering A1C in type 1s (more important now that Mannkind indicates it will target endos and type1s) -- dimiinished lung performance -- mandated regular spirometry -- black box warnings -- other warnings about COPD and cancer -- increased risk of DKA (another more important one now that Mannkind indicates it will target endos and type 1s) -- lack of insurance coverage -- FDA rules that bar MNKD from making any claims beyond what is on the insert -- FDA rules that mandate black box, warnings, and adverse effects be displayed prominently
I believe those hurdles must be overcome if any headway in gaining market share is to be made. The first seven come straight from the insert. The last three clearly affect how the product is marketed. Also, Sanofi at one point allegedly maintains that two thirds of the diabetics who tried it eventually gave it up. Why? Whatever that answer is, that should be targeted first. |
|
|
|
Post by brotherm1 on Apr 16, 2016 9:43:06 GMT -5
Dear Mr Jerrys: Would you please provide a link to where I can read about Afrezza being inferior to Lispro in lowering a1c levels ?
|
|
|
|
Post by patten1962 on Apr 16, 2016 9:56:07 GMT -5
Spiro believes that at this point, MNKD is focused solely on developing a business model that will jump start the second launch of Afrrezza. Let's face reality, a successful launch and strategy will propel the share price. An unsuccessful launch will result in eventual doom. Spiro here, betting on the M & M boys ( Matt and Mike ) getting the job done. Spiro, you like the name I gave them!  |
|
|
|
Post by spiro on Apr 16, 2016 10:07:24 GMT -5
Yep Patten, the M & M's boys will get the job done this time and Sanofi is going to pay for the launch ( Wall ). Ok, Spiro couldn't resist that line. Believe Spiro here, Sanofi is going to pay for it.
Spiro here, Afrezza working just fine controlling my diabetes.
|
|
|
|
Post by agedhippie on Apr 16, 2016 10:10:19 GMT -5
Dear Mr Jerrys: Would you please provide a link to where I can read about Afrezza being inferior to Lispro in lowering a1c levels ? I'll save him the trouble - investors.mannkindcorp.com/releasedetail.cfm?ReleaseID=792115The A1c of the Afrezza group dropped by 0.21 and the Lispro group dropped by 0.40. Afrezza was worse but non-inferior within the endpoints of the study. Proving superiority would take another trial and there isn't the money or time to do that at this point. The data is the data as far as endos are concerned. They do not care about the results of individuals on social media get since they are self-selecting groups and endos want to know how it behaves for large populations which is why they care about trials data. Comments about using social media to market Afrezza just help them discount the results that are posted since they may be marketing material. |
|
|
|
Post by agedhippie on Apr 16, 2016 10:12:12 GMT -5
Yep Patten, the M & M's boys will get the job done this time and Sanofi is going to pay for the launch ( Wall ). Ok, Spiro couldn't resist that line. Believe Spiro here, Sanofi is going to pay for it. Spiro here, Afrezza working just fine controlling my diabetes. Sanofi paying for the launch is the sort of settlement I could believe in. It gives a clean hand off and is not a lot of money. |
|
|
|
Post by jerrys on Apr 16, 2016 10:50:38 GMT -5
|
|
|
|
Post by gaiza on Apr 16, 2016 12:23:29 GMT -5
That's why they use the San Diego protocol to unlock the real deal of Afrezza. JMO
|
|
|
|
Post by agedhippie on Apr 16, 2016 13:03:42 GMT -5
That's why they use the San Diego protocol to unlock the real deal of Afrezza. JMO What is the San Diego protocol? I missed that study. |
|
|
|
Post by buyitonsale on Apr 16, 2016 13:33:40 GMT -5
I just listened to the latest CC again.
The main points for me that Matt made were:
1. Mannkind is here to stay.
2. There are multiple discussions going on about worldwide market that could result in some cash coming in.
3. We need to see how Sanofi situation winds up before we make any commitment on financing activities.
4. We are not super impressed with the stock price at the moment, so we are not anxious to do anything dilutive and we are exploring other kinds of financing opportunities.
5. I do not currently anticipate to tap into 30M LOC from Mann Group but it's nice to know it's there if we need it.
6. Available cash resources will take us into early second half of the year. Things won't stay the same in terms of cash situation. Clearly we have things under way, but it's premature to announce anything. I would not worry about but it sure will not get us to profitability, that's for sure.
My point is that if the upcoming CC is going to only talk about the "the company's general commercialization strategy in the US"... well it does not make any sense given their current cash situation. Without any PR that would address the points Matt made above, the conference call will definitely hurt the stock.
If they are not ready to announce anything material, I would not schedule any calls.
Also, in point #6 Matt alluded that they virtually have a foreign distribution deal done and and counting on a specific cash injection from somewhere... That is the PR that we need, not additional info on commercialization activity in US. Surely Matt knows what he said and these "unanswered questions" will come up in the Q &A session again.
|
|
|
|
Post by sportsrancho on Apr 16, 2016 14:01:33 GMT -5
buy, I can't see it any other way either. If they don't have a deal to announce why not wait till the ER? That would also give them more time to get a pending deal done. And yes there will be questions that I can't imagine will go unanswered. But what do I know, I do trust they will get it done! The M&M boys:-)
|
|
