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Post by kbrion77 on Nov 30, 2016 7:32:54 GMT -5
Short sellers looking for 0 do not have it right yet. MNKD is alive and will continue to execute their long term strategy. We now know this will continue at least through Q3 2017. Additional cash infusion will be forthcoming (as we also know) soon and that will increase that runway. Long term investors have it right so far.I don't even know what to say to this. |
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Post by dictatorsaurus on Nov 30, 2016 8:10:45 GMT -5
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Post by liane on Nov 30, 2016 8:58:52 GMT -5
Long time favorite clip. It's just a flesh wound! |
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Post by slugworth008 on Nov 30, 2016 11:42:43 GMT -5
Short sellers looking for 0 do not have it right yet. MNKD is alive and will continue to execute their long term strategy. We now know this will continue at least through Q3 2017. Additional cash infusion will be forthcoming (as we also know) soon and that will increase that runway. Long term investors have it right so far.I don't even know what to say to this. I'll take a stab at it. MNKD is alive and executing their strategy (regardless of opinions of said strategy)...and it will continue into Q3 of 2017. They will need cash. Is there another rabbit in the hat?  Beats me - |
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Post by dreamboatcruise on Nov 30, 2016 11:47:01 GMT -5
If this is being right, I'd rather be wrong and have all the money I lost back. I would rather be right and considering that I have not lost anything yet I like my 200k shares long position just fine  Rear view mirror outlook is not much fun , is it? Perhaps you've only recently purchased. Many of us longs have held for a very long time and have a bit of different perspective. I'm still very positive on long term prospect of Afrezza, just realistic that my investment in it may never be recouped. Though I'm certainly feeling more hopeful after the recent balance sheet improvements. We look to be back to having a fighting chance. |
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Post by matt on Nov 30, 2016 13:34:17 GMT -5
I don't even know what to say to this. I'll take a stab at it. MNKD is alive and executing their strategy (regardless of opinions of said strategy)...and it will continue into Q3 of 2017. They will need cash. Is there another rabbit in the hat? Beats me - That is a pretty accurate summation. The market it betting no more rabbits, but the market is sometimes wrong. Root for the bunnies. |
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Post by buyitonsale on Nov 30, 2016 14:14:31 GMT -5
IPO in 2004 Competed development of a breakthrough product Afrezza, obtained FDA approval in 2014 Found a commercial partner in 2014 Restructured itself to full commercial capability after the partner cancelled in 2016 Signed a collaboration Technosphere agreement worth 100M + royalties in 2016 Controls manufacturing, IP and has 100% commercial rights to Afrezza moving forward Applied for Afrezza label improvement and expects an approval in 2017 Improved insurance coverage in 2017 Pediatric trials to begin in 2017 in collaboration with JDRF DTC Afrezza ads in 2017 Actively developing Epinephrine drug for possible launch in 2018 I think long term investors are liking the way things have accelerated since 2014 |
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Post by madog365 on Nov 30, 2016 14:25:19 GMT -5
IPO in 2004 Competed development of a breakthrough product Afrezza, obtained FDA approval in 2014 Found a commercial partner in 2014 Restructured itself to full commercial capability after the partner cancelled in 2016 Signed a collaboration Technosphere agreement worth 100M + royalties in 2016 Controls manufacturing, IP and has 100% commercial rights to Afrezza moving forward Applied for Afrezza label improvement and expects an approval in 2017 Improved insurance coverage in 2017 Pediatric trials to begin in 2017 in collaboration with JDRF DTC Afrezza ads in 2017 Actively developing Epinephrine drug for possible launch in 2018 I think long term investors are liking the way things have accelerated since 2014 Nice summary. #3 was such a critical mistake. I would be alot happier today if we skipped that one altogether. |
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Post by dreamboatcruise on Nov 30, 2016 16:58:38 GMT -5
IPO in 2004 Competed development of a breakthrough product Afrezza, obtained FDA approval in 2014 Found a commercial partner in 2014 Restructured itself to full commercial capability after the partner cancelled in 2016 Signed a collaboration Technosphere agreement worth 100M + royalties in 2016 Controls manufacturing, IP and has 100% commercial rights to Afrezza moving forward Applied for Afrezza label improvement and expects an approval in 2017 Improved insurance coverage in 2017 Pediatric trials to begin in 2017 in collaboration with JDRF DTC Afrezza ads in 2017 Actively developing Epinephrine drug for possible launch in 2018 I think long term investors are liking the way things have accelerated since 2014 Speaking merely for one long term investor... no, the ride from 2014 to now has not been something I've liked. I think we are still in much more precarious situation today than we were right after approval in 2014. Unfortunately, and unfoundedly, SNY failure (likely deliberate) is making the commercialization of Afrezza much longer, more difficult and costly for MNKD than it should be. Perhaps one can speculate that no honest partner could have been found in 2014, but I believe there would have been other options at that point than just SNY and if MNKD had gone with someone else Afrezza would have already been a success. I'm hesitant to do too much second guessing of what happened since the ouster of the SNY CEO right after doing the deal is not something that one can fault MNKD for lack of predicting... and of course we have no idea of knowing what would have happened without that change at SNY. |
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Post by lakers on Nov 30, 2016 20:05:59 GMT -5
More than 2 yrs have passed w/o achieving any FDA label improvement, Ped approval. Sny sandbagged big time. Afrezza would have much better fighting chance w/ proper label, peds FDA approval. That said, ironically I believe TS, RLS may save Afrezza, not the other way around.
I also agree that Afrezza needs a deep-pocket, patient partner like Tresiba owner. D+A+T is a potent combo.
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Post by kbrion77 on Dec 1, 2016 8:21:19 GMT -5
More than 2 yrs have passed w/o achieving any FDA label improvement, Ped approval. Sny sandbagged big time. Afrezza would have much better fighting chance w/ proper label, peds FDA approval. That said, ironically I believe TS, RLS may save Afrezza, not the other way around. I also agree that Afrezza needs a deep-pocket, patient partner like Tresiba owner. D+A+T is a potent combo.Why would any other of the Big 3 want to go down the same road as Sanofi? It would be the same exact disaster. They have way too many competing products in which Afrezza would cannibalize. A few months ago you touted smaller Regional Partners is the path and now it's back to Novo? We first heard of the small Regional Partner strategy from Matt back in February, it's now December. |
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Post by silentknight on Dec 1, 2016 8:52:13 GMT -5
IPO in 2004 Competed development of a breakthrough product Afrezza, obtained FDA approval in 2014 Found a commercial partner in 2014 Restructured itself to full commercial capability after the partner cancelled in 2016 Signed a collaboration Technosphere agreement worth 100M + royalties in 2016 Controls manufacturing, IP and has 100% commercial rights to Afrezza moving forward Applied for Afrezza label improvement and expects an approval in 2017 Improved insurance coverage in 2017 Pediatric trials to begin in 2017 in collaboration with JDRF DTC Afrezza ads in 2017 Actively developing Epinephrine drug for possible launch in 2018 I think long term investors are liking the way things have accelerated since 2014 I've held for the better part of four years and I'm 90% underwater in my investment. No, I'm not liking the way things have accelerated since 2014. Almost every event you pointed out has been rife with mistakes and mismanagement thus far. Perhaps better days are ahead. I certainly hope so, but to say or even insinuate that things have gone well is 100% inaccurate and completely delusional. |
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Post by esstan2001 on Dec 1, 2016 8:52:40 GMT -5
More than 2 yrs have passed w/o achieving any FDA label improvement, Ped approval. Sny sandbagged big time. Afrezza would have much better fighting chance w/ proper label, peds FDA approval. That said, ironically I believe TS, RLS may save Afrezza, not the other way around. I also agree that Afrezza needs a deep-pocket, patient partner like Tresiba owner. D+A+T is a potent combo.Why would any other of the Big 3 want to go down the same road as Sanofi? It would be the same exact disaster. They have way too many competing products in which Afrezza would cannibalize. A few months ago you touted smaller Regional Partners is the path and now it's back to Novo? We first heard of the small Regional Partner strategy from Matt back in February, it's now December. In answer as to why... if / when it becomes evident that Afrezza is as far superior to the RAA's as many here and Al Mann believed, it is ALWAYS a better strategy to own the next revolutionary product no matter how much cannibalization it exacts upon your competing products. The alternative? Being a looser in the space. |
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Post by dictatorsaurus on Dec 1, 2016 9:19:38 GMT -5
It's quite likely we will be around 30 cents before the end of the year. The daily fluctuations are actually daily beat downs with constant downward pressure.
Mike C. indicated they will be hiring "real" sales reps in Jan 17. I simply don't see how bringing new hires, no matter how many is going to make any significant impact on such extremely low sales.
Can anyone smarter than I provide feedback or analysis on how script numbers can be increased from 250 scripts a week to 4000 just to break even? Graphs would definitely help.
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Post by Deleted on Dec 1, 2016 10:30:56 GMT -5
There is no doubt that Afrezza is superior to analogues. It is a matter of time before a member of the needle mafia pulls the trigger.
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Beats me - 
Rear view mirror outlook is not much fun , is it?
