|
Post by dictatorsaurus on Jun 16, 2016 12:38:04 GMT -5
We are at $1 right now. Hats should come off when we see Afrezza scripts go up and company aggressively moving ahead. I completely understand what you are saying. In my opinion, it doesn't hurt to celebrate the little things along the journey. Could Mnkd still go belly up? Yes they could. I don't think it's likely, but it is possible. Next up, launch. I'm excited to see what Mike C. and his team will do. And then, it's all about the script numbers. I really wish I could share your sentiment. But the truth is, we have been down this road before. Smaller events along the way with nothing to show for. Just one year ago we were celebrating the useless massive Afrezza billboard SNY had at the ADA. Look where we are right now. Spiro nailed it with his most recent post. MNKD has until Nov/Dec to prove itself as a legit player. For the longest time I had the odds at 50/50. Now I'm leaning more towards 30/70 not in our favor.
|
|
|
Post by kc on Jun 16, 2016 13:02:27 GMT -5
Something good will happen between now and the end of 2016. Management is too confident and putting in place the tools needed to be successful. If they fail then there is always the ability to put the company up for sale or selling Afrezza. The company might not be around but the drug Afrezza will be around and owned by some other big Pharma. We have to get past the rough times ahead and it will not be very pretty for any of us who have invested way too much money into their shares of MannKind.
I do agree with the 50/50 odds.
|
|
|
Post by LosingMyBullishness on Jun 16, 2016 13:07:21 GMT -5
I completely understand what you are saying. In my opinion, it doesn't hurt to celebrate the little things along the journey. Could Mnkd still go belly up? Yes they could. I don't think it's likely, but it is possible. Next up, launch. I'm excited to see what Mike C. and his team will do. And then, it's all about the script numbers. I really wish I could share your sentiment. But the truth is, we have been down this road before. Smaller events along the way with nothing to show for. Just one year ago we were celebrating the useless massive Afrezza billboard SNY had at the ADA. Look where we are right now. Spiro nailed it with his most recent post. MNKD has until Nov/Dec to prove itself as a legit player. For the longest time I had the odds at 50/50. Now I'm leaning more towards 30/70 not in our favor. Me too. There will be no partnerships before sales have significantly picked up , neither for mnkd nor its partner. Other TS apps are many months away. The ADA posters were okay but it pretty much smelled like shallow only-done-what-was-required job by SNY. Mnkd made most out of it. It is all sales and insurers now. Bulls say that two guys that Mike got are experts, but who really knows? It all depends on very few people in a complex environment. Bulls also love the company who designs the campaign but their budget will be small and SNY ,Lilly and Novo can easily increase their marketing or start some distraction and fog. Good sign are that shorts cover while MM has lowered the interest to keep it all smooth and easy. The good FUDster at SA left and the option prices is moving up while the share price is kept under tight control. I really learnt to accept these despicable institutions and their unethical employees.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 16, 2016 14:36:01 GMT -5
I really wish I could share your sentiment. But the truth is, we have been down this road before. Smaller events along the way with nothing to show for. Just one year ago we were celebrating the useless massive Afrezza billboard SNY had at the ADA. Look where we are right now. Spiro nailed it with his most recent post. MNKD has until Nov/Dec to prove itself as a legit player. For the longest time I had the odds at 50/50. Now I'm leaning more towards 30/70 not in our favor. Me too. There will be no partnerships before sales have significantly picked up , neither for mnkd nor its partner. Other TS apps are many months away. The ADA posters were okay but it pretty much smelled like shallow only-done-what-was-required job by SNY. Mnkd made most out of it. It is all sales and insurers now. Bulls say that two guys that Mike got are experts, but who really knows? It all depends on very few people in a complex environment. Bulls also love the company who designs the campaign but their budget will be small and SNY ,Lilly and Novo can easily increase their marketing or start some distraction and fog. Good sign are that shorts cover while MM has lowered the interest to keep it all smooth and easy. The good FUDster at SA left and the option prices is moving up while the share price is kept under tight control. I really learnt to accept these despicable institutions and their unethical employees. I know it is not a monetary partnership, but MannKind did just partner with JDRF. I have to wonder why they would choose MannKind if the possibility of their failure is so high as some of you speculate. I also think the JDRF could potentially open other doors for MannKind as well, such as future partnerships/collaborations. We also still have very little insight as to whether the TechnoVax and/or Mintaka partnerships are progressing into a reality.
|
|
|
Post by LosingMyBullishness on Jun 16, 2016 14:55:03 GMT -5
Me too. There will be no partnerships before sales have significantly picked up , neither for mnkd nor its partner. Other TS apps are many months away. The ADA posters were okay but it pretty much smelled like shallow only-done-what-was-required job by SNY. Mnkd made most out of it. It is all sales and insurers now. Bulls say that two guys that Mike got are experts, but who really knows? It all depends on very few people in a complex environment. Bulls also love the company who designs the campaign but their budget will be small and SNY ,Lilly and Novo can easily increase their marketing or start some distraction and fog. Good sign are that shorts cover while MM has lowered the interest to keep it all smooth and easy. The good FUDster at SA left and the option prices is moving up while the share price is kept under tight control. I really learnt to accept these despicable institutions and their unethical employees. I know it is not a monetary partnership, but MannKind did just partner with JDRF. I have to wonder why they would choose MannKind if the possibility of their failure is so high as some of you speculate. I also think the JDRF could potentially open other doors for MannKind as well, such as future partnerships/collaborations. We also still have very little insight as to whether the TechnoVax and/or Mintaka partnerships are progressing into a reality. Thanks for your comment. Reminded me that I also wanted to add Vdex to the list. Boy we had high hopes early this year..
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 16, 2016 17:01:41 GMT -5
Vdex was not a partnership.
|
|
|
Post by agedhippie on Jun 16, 2016 17:53:43 GMT -5
I know it is not a monetary partnership, but MannKind did just partner with JDRF. I have to wonder why they would choose MannKind if the possibility of their failure is so high as some of you speculate. I also think the JDRF could potentially open other doors for MannKind as well, such as future partnerships/collaborations. We also still have very little insight as to whether the TechnoVax and/or Mintaka partnerships are progressing into a reality. Don't get confused with this - JDRF did not chose Mannkind as a partner, Mannkind chose JDRF. JDRF will partner with anyone in the diabetes space - it's what they do! Mannkind could go bankrupt tomorrow and the most the JDRF would do is feel a mild regret. JDRF does not broker commercial relationships.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 16, 2016 18:50:00 GMT -5
I know it is not a monetary partnership, but MannKind did just partner with JDRF. I have to wonder why they would choose MannKind if the possibility of their failure is so high as some of you speculate. I also think the JDRF could potentially open other doors for MannKind as well, such as future partnerships/collaborations. We also still have very little insight as to whether the TechnoVax and/or Mintaka partnerships are progressing into a reality. Don't get confused with this - JDRF did not chose Mannkind as a partner, Mannkind chose JDRF. JDRF will partner with anyone in the diabetes space - it's what they do! Mannkind could go bankrupt tomorrow and the most the JDRF would do is feel a mild regret. JDRF does not broker commercial relationships. Please post the source that states this.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 16, 2016 19:14:46 GMT -5
Don't get confused with this - JDRF did not chose Mannkind as a partner, Mannkind chose JDRF. JDRF will partner with anyone in the diabetes space - it's what they do! Mannkind could go bankrupt tomorrow and the most the JDRF would do is feel a mild regret. JDRF does not broker commercial relationships. Please post the source that states this. I did in of the posts . There is a slide where Mannkind says they are working with jdrf on establishing protocol for pediatric trial of Afrezza. No monetary collaboration... But it's like endorsement so free publicity.. Hence didn't affect price ... Hope u understand now
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 16, 2016 22:49:08 GMT -5
Please post the source that states this. I did in of the posts . There is a slide where Mannkind says they are working with jdrf on establishing protocol for pediatric trial of Afrezza. No monetary collaboration... But it's like endorsement so free publicity.. Hence didn't affect price ... Hope u understand now Each one states they are collaborating with the other. Is there a source that specifically states that MannKind chose to work with JDRF? Directly from Mannkind: —"We are excited to be working with JDRF and the leading scientific experts, community physicians and people with diabetes that are associated with this organization," stated Dr. Ray Urbanski, Chief Medical Officer of MannKind Corporation. "We have already begun to evaluate Afrezza for use in the pediatric population and we look forward to working with JDRF to advance our mutual interests in advancing therapies for all patients with type 1 diabetes."ation funding type 1 diabetes research." —"JDRF is pleased to partner with MannKind to explore opportunities to help facilitate making Afrezza more broadly available to the T1D community interested in benefiting from this important therapeutic," said Aaron Kowalski, PhD., JDRF Chief Mission Officer, Vice President of Research. "MannKind is a fantastic organization focused on addressing the needs of people living with T1D and we look forward to collaborating and continuing to drive research to improve the lives of people with type 1 diabetes." There is no evidence in their statement to suggest MannKind chose JDRF. In fact, if you were to look into what JDRF is doing and wanting to accomplish, I would say it is the other way around, in my opinion. Until you produce a statement or quote that specifically states MannKind chose JDRF and not the other way around, please do not claim it as fact without providing proof.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 16, 2016 23:39:40 GMT -5
Key words and phrases (in my opinion): " We are excited to be working with JDRF and the leading scientific experts, community physicians and people with diabetes that are associated with this organization," stated Dr. Ray Urbanski, Chief Medical Officer of MannKind Corporation. " We have already begun to evaluate Afrezza for use in the pediatric population and we look forward to working with JDRF to advance our mutual interests in advancing therapies for all patients with type 1 diabetes." " JDRF is pleased to partner with MannKind to explore opportunities to help facilitate making Afrezza more broadly available to the T1D community interested in benefiting from this important therapeutic," said Aaron Kowalski, PhD., JDRF Chief Mission Officer, Vice President of Research. " MannKind is a fantastic organization focused on addressing the needs of people living with T1D and we look forward to collaborating and continuing to drive research to improve the lives of people with type 1 diabetes." investors.mannkindcorp.com/releasedetail.cfm?ReleaseID=975283
|
|
|
Post by seanismorris on Jun 17, 2016 1:02:13 GMT -5
I'm in the 30/70 group. MannKind has a long way to go before they become profitable. I don't see MannKind turning sales around (significantly) this year.
I'm not sure how much more dilution the market can absorb for MannKind shares. Raising funds for operations remains a priority. Partnerships that include funds remain unlikely this year.
MannKind has done some great things in R&D that I expect it will someday pay off handsomely, but it's increasingly likely it won't be for current shareholders.
The JDRF partnership is good news in that it shows that Afrezza still has some relevance but it doesn't mean it will produce any market relevant data in the next year, etc.
A management that is "confident" is meaningless, they are paid to appear confident. Many a company appeared confident (to shareholders) the day before they declared bankruptcy.
I expected better things from the ADA than we've seen. Even the good things have failed to move the stock...that's not encouraging.
Confidence is better than the alternative, but it has fooled many of us to invest emotionally rather than logically. I fear that 5/95 at year end is far more likely than moving up to 50/50.
|
|
|
Post by LosingMyBullishness on Jun 17, 2016 5:56:05 GMT -5
Vdex was not a partnership. mango, I am aware of this. It was a general comment on the short term outlook of MNKD and another example where we at the board had huge expectation that quickly burst. Sorry for not separating it clearly from your comment on partnerships.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jun 17, 2016 6:34:29 GMT -5
With the new sales team up and running, we should start to see very modest growth in NRx in July and August. Salesforce and Nurse educators will likely go back to the docs that strongly supported Afrezza during the Sanofi era to help jump start the process. September and October should tell us if things are really starting to work. The challenge will be cash and share price. Strong prescription growth means hope which could increase share price but given Mannkinds history, there always appears to be an exceptional amount of inertia and gravity weighing on the stock. While the projection is enough cash to get through the end of 2016 I think the burn will be higher than anticipated and cash will be needed mid-late Nov and the company can't wait until they have a few weeks cash on hand to raise more. $40 - $50mm more in non-dilutive cash could get us far enough along to move share price to the point where selling another 20mm shares while dilutive could get us north of $100mm and then our collective backs would not be to the wall and any other negotiations could take place from a better position. If NRx doesn't show good growth in Sept / Oct, lights out.
|
|
|
Post by brotherm1 on Jun 17, 2016 7:17:40 GMT -5
I'm in the 30/70 group. MannKind has a long way to go before they become profitable. I don't see MannKind turning sales around (significantly) this year. I'm not sure how much more dilution the market can absorb for MannKind shares. Raising funds for operations remains a priority. Partnerships that include funds remain unlikely this year. MannKind has done some great things in R&D that I expect it will someday pay off handsomely, but it's increasingly likely it won't be for current shareholders. The JDRF partnership is good news in that it shows that Afrezza still has some relevance but it doesn't mean it will produce any market relevant data in the next year, etc. A management that is "confident" is meaningless, they are paid to appear confident. Many a company appeared confident (to shareholders) the day before they declared bankruptcy. I expected better things from the ADA than we've seen. Even the good things have failed to move the stock...that's not encouraging. Confidence is better than the alternative, but it has fooled many of us to invest emotionally rather than logically. I fear that 5/95 at year end is far more likely than moving up to 50/50. Thank you not for sharing your fears this morning. "Stay away from negative people, they only have problems to solutions", MC. Is there an ignore button somewhere on this board?
|
|