|
|
Post by buyitonsale on Apr 16, 2016 15:52:14 GMT -5
How many CCs we have had in 2015 where we were hoping for some "big announcement" and came away with nothing?
This is what "M&M boys" should definitely get away from in 2016.
This particular CC that is coming up is a suspect because of the theme "commercialization in US"
Tuesday will shall see if they get it.
I can guarantee that market will not be kind if we do not hear about the cash runway extension.
Let's be honest, nothing else matters.
Most long term investors, including myself are hanging on because of the Afrezza's potential and how it can help PWD around the world.
This is the paradox with this stock... it's hard to get away from it, because deep down we want to see the genius behind this drug win everybody over and be a success it deserves to be.
All I know that if I had 400M, I would buy the majority of shares and once the stock recovers allow the company to do it's business. I would win and everybody else nvolved would win also.
Aren't there any decent humans with money left, especially the ones close to late Al?
Shame on you if you allow this company to demise!
Peace.
|
|
|
|
Post by matt on Apr 16, 2016 16:54:33 GMT -5
I think you have to be realistic on what will be discussed. If there was a material event Matt would have been required to disclose it within four days per SEC regulations. The fact that the conference call was scheduled more than four days ahead tells you what you need to know.
This is sort of a no win for Matt. Some shareholders have been screaming that they are not kept informed, yet when a conference call is scheduled to update the situation many are not happy unless there is big news. You can't have it both ways. I think that Matt is doing his best under the circumstances and he can't just snap his fingers and make financing deals or distribution deals materialize out of thin air. Give him a bit of slack . . . or sell your shares.
|
|
|
|
Post by greg on Apr 16, 2016 18:21:44 GMT -5
I think you have to be realistic on what will be discussed. If there was a material event Matt would have been required to disclose it within four days per SEC regulations. The fact that the conference call was scheduled more than four days ahead tells you what you need to know. This is sort of a no win for Matt. Some shareholders have been screaming that they are not kept informed, yet when a conference call is scheduled to update the situation many are not happy unless there is big news. You can't have it both ways. I think that Matt is doing his best under the circumstances and he can't just snap his fingers and make financing deals or distribution deals materialize out of thin air. Give him a bit of slack . . . or sell your shares. Bravo Matt. I haven't agreed with a lot of things you've said but I wholeheartedly concur with this comment. In fact, I was just about to respond to the person who started this thread, but noticed you'd done it far better than I could've... To all those folks who bellyache constantly, take control, vote with your feet, there are more than 8,000 other stocks you can own. |
|
|
|
Post by buyitonsale on Apr 16, 2016 18:28:25 GMT -5
I think you have to be realistic on what will be discussed. If there was a material event Matt would have been required to disclose it within four days per SEC regulations. The fact that the conference call was scheduled more than four days ahead tells you what you need to know. This is sort of a no win for Matt. Some shareholders have been screaming that they are not kept informed, yet when a conference call is scheduled to update the situation many are not happy unless there is big news. You can't have it both ways. I think that Matt is doing his best under the circumstances and he can't just snap his fingers and make financing deals or distribution deals materialize out of thin air. Give him a bit of slack . . . or sell your shares. I am more than willing to give Matt some slack. But, during last CC he mentioned 6 items I listed, which were designed to make shareholders believe that the cash will be taken care of. In the recent article on 4/13 Rose Alinaya was asked about a possibility of BK and she said "we continue to explore options, and from my desk, bankruptcy is not one of them". So, management continues to reassure investors that there is nothing to worry about. Let's discuss the plans to commercialize Afrezza in US on Tuesday with an understanding that financing deals cannot materialize out of thin air.. Of course you are not worried at all about the BK, right? And "sell your shares" comment is brilliant too. |
|
|
|
Post by sportsrancho on Apr 16, 2016 19:58:15 GMT -5
I think you have to be realistic on what will be discussed. If there was a material event Matt would have been required to disclose it within four days per SEC regulations. The fact that the conference call was scheduled more than four days ahead tells you what you need to know. This is sort of a no win for Matt. Some shareholders have been screaming that they are not kept informed, yet when a conference call is scheduled to update the situation many are not happy unless there is big news. You can't have it both ways. I think that Matt is doing his best under the circumstances and he can't just snap his fingers and make financing deals or distribution deals materialize out of thin air. Give him a bit of slack . . . or sell your shares. I am more than willing to give Matt some slack. But, during last CC he mentioned 6 items I listed, which were designed to make shareholders believe that the cash will be taken care of. In the recent article on 4/13 Rose Alinaya was asked about a possibility of BK and she said "we continue to explore options, and from my desk, bankruptcy is not one of them". So, management continues to reassure investors that there is nothing to worry about. Let's discuss the plans to commercialize Afrezza in US on Tuesday with an understanding that financing deals cannot materialize out of thin air.. Of course you are not worried at all about the BK, right? And "sell your shares" comment is brilliant too. I have to say I agree with parts of what both of you are saying. But wasn't it just a few days ago that matt was telling us to do a straddle? |
|
|
|
Post by greg on Apr 17, 2016 0:26:35 GMT -5
I am more than willing to give Matt some slack. But, during last CC he mentioned 6 items I listed, which were designed to make shareholders believe that the cash will be taken care of. In the recent article on 4/13 Rose Alinaya was asked about a possibility of BK and she said "we continue to explore options, and from my desk, bankruptcy is not one of them". So, management continues to reassure investors that there is nothing to worry about. Let's discuss the plans to commercialize Afrezza in US on Tuesday with an understanding that financing deals cannot materialize out of thin air.. Of course you are not worried at all about the BK, right? And "sell your shares" comment is brilliant too. I have to say I agree with parts of what both of you are saying. But wasn't it just a few days ago that matt was telling us to do a straddle? I think we're getting out matts mixed up. The matt that deserves some slack is the one at MNKD. The straddle matt is the one on this board. Do I have that right, or am I the one all mixed up??? Anyway, to buyitonsale..... don't you think every mnkd shareholder has had BK in the back of their minds for months??? what do you think a stock price that's just slightly north of a buck reflects, peaches and cream and all things hunky dory??? if you think matt is playing us for fools and you're worried about BK, you really should sell. And in response to someone else on this or some other thread, in terms of extending the cash runway, I, for one, would be perfectly okay with MNKD selling a 100 million shares if that could bring in around $150 million. |
|
|
|
Post by greg on Apr 17, 2016 0:32:03 GMT -5
liane,
i must say i'm flattered and pleased as punch to have you like one of my comments. I'm not sure why but I had noticed you'd never liked any of my previous comments---strange the things one notices.
|
|
|
|
Post by straightly on Apr 17, 2016 1:11:14 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.
"Also, Sanofi at one point allegedly maintains that two thirds of the diabetics who tried it eventually gave it up"
Do you have any source on this statement? I believe seeing this on YB, but NOT anywhere else.
|
|
|
|
Post by anderson on Apr 17, 2016 1:58:22 GMT -5
All because the trials were designed with the help of the FDA. So FDA says timing doesn't matter so everyone takes insulin at the same time(before meal), well real world (anecdotal evidence) points to this not being the case(Afrezza, sometime after you have started eating). Sanofi should have started a superiority trial first thing, now MNKD needs to find a way to fund one. |
|
|
|
Post by kc on Apr 17, 2016 2:20:29 GMT -5
Wouldn't it be nice if the Tuesday afternoon CC on commercialization was preempted by Monday morning pre-market announcement Of some very good news on A Buy In or Buy out agreement. I know the odds of that happening are slim to none but it would be extremely exciting to see the market reaction. That would ultimately be the outcome that would cause the short squeeze to happen.
We all need this type of excitement to occur. It's been a long winding road and or time should come SHORTLY.
Perhaps I live in fantasy land where the good guy eventually wins.
|
|
|
|
Post by liane on Apr 17, 2016 5:46:51 GMT -5
liane, i must say i'm flattered and pleased as punch to have you like one of my comments. I'm not sure why but I had noticed you'd never liked any of my previous comments---strange the things one notices. Just acknowledging the "reasonable" viewpoints you and matt expressed. I am as long as they come; my time frame is at least 10 more years. While BK is always a possibility at this fragile point, I don't think it is probable, and it is a risk I am willing to take. Likewise, some of the pumping price predictions that have been going on lately are also highly unlikely in the near future. Matt knows the product and Mannkind inside out. Mike has the necessary marketing experience. I trust them to right the ship and eventually reward our investment. I am willing to give them the time and space to accomplish this. |
|
|
|
Post by agedhippie on Apr 17, 2016 8:54:23 GMT -5
"Also, Sanofi at one point allegedly maintains that two thirds of the diabetics who tried it eventually gave it up"
Do you have any source on this statement? I believe seeing this on YB, but NOT anywhere else.
Diatribe from an interview with Sanofi. Google is your friend. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 17, 2016 9:04:50 GMT -5
"Also, Sanofi at one point allegedly maintains that two thirds of the diabetics who tried it eventually gave it up"
Do you have any source on this statement? I believe seeing this on YB, but NOT anywhere else.
Diatribe from an interview with Sanofi. Google is your friend. With out knowing the reason why , that statement is a moot point . |
|
|
|
Post by jerrys on Apr 17, 2016 9:26:53 GMT -5
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.
"Also, Sanofi at one point allegedly maintains that two thirds of the diabetics who tried it eventually gave it up"
Do you have any source on this statement? I believe seeing this on YB, but NOT anywhere else.
At least one place was here:
diatribe.org/sanofi-terminates-partnership-mannkinds-inhaled-insulin-afrezza
I presume it was accurate. Certainly, I have not seen MNKD deny it anywhere.
|
|
|
|
Post by agedhippie on Apr 17, 2016 9:36:41 GMT -5
Diatribe from an interview with Sanofi. Google is your friend. With out knowing the reason why , that statement is a moot point . Maybe it was a bit cryptic  If you type Sanofi Afrezza two-thirds into Google which is all I did it is the first hit. It would have been quicker for them to google it than to ask. |
|
If you type Sanofi Afrezza two-thirds into Google which is all I did it is the first hit. It would have been quicker for them to google it than to ask.