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Post by onemann on Nov 10, 2016 7:35:36 GMT -5
Matt specifically said they were not considering a R/S at this time.
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Post by derek2 on Nov 10, 2016 8:34:00 GMT -5
You say 5+ months, Matt, (the CEO that negotiated the settlement) says qtr 4 2017, I'm putting my money on Matt. From the transcript: My estimate puts it at Aug 2017, depending on labor cost cutting and promotional spend, so that agrees, for the first time in years, with management's estimate. |
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Post by afrizzle on Nov 10, 2016 8:39:41 GMT -5
I've been in hibernation. Long to the moon or zero if that's what the future holds.
This cc far exceeded expectations
I'm reinvigorated - Go Mannkind
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Post by qwertqwert on Nov 10, 2016 8:41:16 GMT -5
Anybody else find the "Questions" period a little odd and awkward? I mean technical difficulties one thing.. Matt/Mike seemed prepared with questions on hand "from the net", how convenient.  I think they snuffed the analysts this time around, brilliant move. |
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Post by Deleted on Nov 10, 2016 8:43:35 GMT -5
Anybody else find the "Questions" period a little odd and awkward? I mean technical difficulties one thing.. Matt/Mike seemed prepared with questions on hand "from the net", how convenient. I think they snuffed the analysts this time around, brilliant move. they didnt snuff. WS considers this penny stock and gave up. There was atleast 1 analyst this time when there were none last time. Lots of retail concentration. WS will come in again.. not sure at what point. perhaps filing of epihale? |
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Post by qwertqwert on Nov 10, 2016 8:51:24 GMT -5
Anybody else find the "Questions" period a little odd and awkward? I mean technical difficulties one thing.. Matt/Mike seemed prepared with questions on hand "from the net", how convenient. I think they snuffed the analysts this time around, brilliant move. they didnt snuff. WS considers this penny stock and gave up. There was atleast 1 analyst this time when there were none last time. Lots of retail concentration. WS will come in again.. not sure at what point. perhaps filing of epihale? I forgotten how low we've gotten here. Analysts dropping coverage is a good thing for now. |
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Post by cgiscgis on Nov 10, 2016 8:54:37 GMT -5
Plus:
The Company also granted Amphastar a right of first refusal to participate in the development and commercialization of Afrezza in China through a potential business collaboration.
Pursuing the sale of its Valencia facility which is now on the market for roughly $25 million. So this is another source of non-dilutive liquidity for MannKind.
Continuing the expansion of journal advertising.
Since launch Afrezza had almost 4,000 prescribers prescribe the drug.
Pediatric Phase 3 trial.
Epinephrine pre-IND meeting scheduled with the FDA in early December.
We also continue to make progress on our Receptor Life Sciences collaboration and we’ll achieve certain predetermined tactical objectives later this month.
I am not terribly concerned about delisting, I think the news today we’re long way to solving that problem, it’s not going to be an issue till sometime in like the second quarter of next year by which point we have, we expect to have a lot of things accomplish that will make this whole issue go away.
But I can tell you that a reverse split or such as that has not currently on the table. Doesn’t mean we never consider if we came to that. But currently we have no plans to do it and I am hoping our dramatically improved financial position will help resolve some of this issue.
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Post by nemzter on Nov 10, 2016 9:09:30 GMT -5
With respect to our insulin API business, we continue to have discussions with MannKind regarding delaying their minimum commitments under the supply agreement due to their cash flow issues. We believe that we're close to an agreement on this issue. Additionally, we have previously disclosed a commitment to invest an additional $12 million in our business in Nanjing, China. We plan to complete this estimate by the end of the year. Amphastar Pharmaceuticals' (AMPH) on Q3 2016 Results - Earnings Call Transcript $AMPH www.seekingalpha.com/article/4021356Isn't that how much it costs for 1 production line @ Danbury? Hmmm... speculating of course |
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Post by Deleted on Nov 10, 2016 9:24:15 GMT -5
they didnt snuff. WS considers this penny stock and gave up. There was atleast 1 analyst this time when there were none last time. Lots of retail concentration. WS will come in again.. not sure at what point. perhaps filing of epihale? I forgotten how low we've gotten here. Analysts dropping coverage is a good thing for now. I think no one showing up is better then them stumping analysts. No one is prepared for this and I think this is why they choose the CC after election. They knew they were delivering a heater. Just sell the damn drug now |
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Post by longinvstr on Nov 10, 2016 12:26:45 GMT -5
What about r/s anyone? How much time do we have? Preferably no r/s is coming Shorts here have proven to be a patient and stubborn lot; however, most were probably expecting dilution payoff by EOY or their final reward in Q1 17. For them, patience just got redefined. How stubborn are they? I'd guess fewer are willing to wait 8-9 additional months AND hope for no more "good" news. Today, MNKD is a mere $.34 from the anti-delisting line. I suspect we'll see many of them throw in the towel and be reflected in an orderly bleed-up of share price. Nice that the other guy now has to wear the (no) hope-shoe. |
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Post by humann on Nov 10, 2016 12:38:36 GMT -5
One additional note, inferred from the call: If I recall, MNKD was expecting a first milestone from RLS this year. The margin by which that expectation would have to be off for us not to realize some benefit from the partnership just got significantly looser, IMO. There should be much less doubt that this partnership will at least play to our advantage with our extended runway. Looking forward to more good news over the next year!
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Post by papanigon on Nov 10, 2016 12:46:58 GMT -5
Nice to see the pps go up after a call. I am very impressed and can't wait to see what develops in the next 6-8 months.
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Post by anderson on Nov 10, 2016 19:31:26 GMT -5
With respect to our insulin API business, we continue to have discussions with MannKind regarding delaying their minimum commitments under the supply agreement due to their cash flow issues. We believe that we're close to an agreement on this issue. Additionally, we have previously disclosed a commitment to invest an additional $12 million in our business in Nanjing, China. We plan to complete this estimate by the end of the year. Amphastar Pharmaceuticals' (AMPH) on Q3 2016 Results - Earnings Call Transcript $AMPH www.seekingalpha.com/article/4021356Isn't that how much it costs for 1 production line @ Danbury? Hmmm... speculating of course I believe it was said at a CC some time ago a finish fill line cost ~$10 million. Note this is not a production line, just the line to fill cartridges. Keep the production IP in the US ship bulk powder to China for filling sounds good to me. |
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Post by Cowgirl on Nov 11, 2016 10:18:32 GMT -5
Tchalaa...
It was 5+ MORE months then what they currently have...so, yes, they can get to 3Q17 or even 4Q17 but the point here is that they just bought some more time. That said, IF Afrezza doesn't start taking off soon, and they do not come up with some partnerships for Afrezza, EPI, RLS etc. then in 5+ months or so we'll be back to the same place we are before the conf call.
Look at the share price...it's not saying "all is now solved now" is it? And giving Amp some right of first refusal for China is really nothing that material at this point. MAYBE it works for AMP down the road. And speculation on RLS is all good but, like so much other speculation over the years, it really may or may not pan out. (Berkshire could buy us too right?) We have a .60 cent share price/under $300million market cap.
I'm long...I'm impressed and devoted to Afrezza and the technology...but mgmt has not played this well and Al Mann is gone along and Al Mann's money is gone too just like ours. Sanofi settlement and some good efforts MAY not be the end all to our troubles.
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Post by wmdhunt on Nov 11, 2016 10:25:02 GMT -5
Well, duh. But negativity is not helpful and I believe management is making good progress towards their and our goals.
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