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Post by mnholdem on May 12, 2016 9:43:52 GMT -5
In a few minutes, the Shoutbox will be enabled for today's conference.
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Post by Deleted on May 12, 2016 9:53:06 GMT -5
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Post by Deleted on May 12, 2016 9:58:09 GMT -5
From P3 on todays powerpoint, "Bridge Financing Secured".
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Post by factspls88 on May 12, 2016 9:58:52 GMT -5
FYI there are slides associated with this presentation. You can click through them now if you want.
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Post by Deleted on May 12, 2016 10:07:08 GMT -5
There you go Matt get the nerves out find your pace
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Post by nylefty on May 12, 2016 10:20:23 GMT -5
I see the slides, but lost the audio right after Matt was introduced. Anybody else having this problem?
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Post by charlespk on May 12, 2016 10:30:39 GMT -5
no audio , went through all the slides
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Post by babaoriley on May 12, 2016 10:37:04 GMT -5
Are you sure there's no audio, perhaps a long pause by Matt?  Finally heard the quarterly call last night, poor Matt, he didn't edit the speech and just read that line, threw him for a loop! |
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Post by nylefty on May 12, 2016 10:38:21 GMT -5
There was audio at the very beginning, then it vanished (at least on my computer).
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Post by Deleted on May 12, 2016 10:41:19 GMT -5
I had audio throughout
I had hoped for a longer q & a
I am not going to nit pick. I know he is under tremendous pressure from all angles but I wish he would spin things a little more positively and more energy. Maybe thats just the sales man in me.
They have a plan, they have money to start to see it through. More Mile stone payments coming this year from RLS. When reading the slide for SNY termination negotiation I thought maybe settlement is possible but did not get that vibe when he discussed that slide.
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Post by rch51 on May 12, 2016 10:42:56 GMT -5
Matt was pretty nervous. His tempo was uneven and shaky. But he does have a good handle on the issues facing the company and the technical details. It's clear to me that the company is fighting an uphill battle with one hand tied behind its back. Even with the new funding the runway is too short - it'll take us to end of the year. It appears all is dependent on a successful re-launch of Afrezza. I have a hard time believing that demonstrated success can occur in such a short time frame. That's pretty thin ice. Also I'm concerned that INTL deals have not come to fruition. I believe the company was counting on upfront money from those deals. My guess is they will only happen if and when Afrezza has been proven in the re-launch. I wouldn't look for that kind of income for at least a year. Lots of information here but nothing we haven't already heard. All in all, not terrible like Monday but far from earth shattering. I'm a HOLD, definitely not a buy.
That's my 2cents.
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Post by Deleted on May 12, 2016 10:43:50 GMT -5
I had audio throughout I had hoped for a longer q & a I am not going to nit pick. I know he is under tremendous pressure from all angles but I wish he would spin things a little more positively and more energy. Maybe thats just the sales man in me. They have a plan, they have money to start to see it through. More Mile stone payments coming this year from RLS. When reading the slide for SNY termination negotiation I thought maybe settlement is possible but did not get that vibe when he discussed that slide. hope its material enough to the tune of 40 mil to last 1 qtr and not like 1 mil like dangling a carrot |
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Post by Deleted on May 12, 2016 10:44:45 GMT -5
As for the offering -The shares are in good hands and he pointed that out specifically for share holders
Better and more data expected for ADA
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Post by rockstarrick on May 12, 2016 10:45:19 GMT -5
I listened to the entire presentation,
The one thing that seemed new to me, was Matt mentioned they were going to conduct a "time in range" study. This study will show how afrezzausers consistantly stay in the zone, or flatline. Overall I thought Matt did a good job, it will be nice after q2 as our sales team will be hitting the pavement, it will be nice to watch our prescription #'s grow with people out there actually trying to sell the product. Matt said to watch the prescription trend line closely in q3 and q4.
At the end of the presentation there was only enough time for 1 question.
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Post by Deleted on May 12, 2016 10:46:24 GMT -5
I had audio throughout I had hoped for a longer q & a I am not going to nit pick. I know he is under tremendous pressure from all angles but I wish he would spin things a little more positively and more energy. Maybe thats just the sales man in me. They have a plan, they have money to start to see it through. More Mile stone payments coming this year from RLS. When reading the slide for SNY termination negotiation I thought maybe settlement is possible but did not get that vibe when he discussed that slide. hope its material enough to the tune of 40 mil to last 1 qtr and not like 1 mil like dangling a carrot I would love 40 million but if we just got 250,000 I am sure its going to be a small mile stone. It would be nice if it was something large so the street would take rls serious What did you make of the SNY slide? |
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