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Post by esstan2001 on Nov 11, 2016 10:44:39 GMT -5
Tchalaa... . . 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. With the exception of missing the opportunity for a capital raise at much higher share prices after inking the Sanofi deal, Matt & Mike have navigated each event as well as anyone can expect. Given their circumstance with insurance, doctors, and constrained funds, as Monday morning quarterback what plays do you suggest management should have taken to get us to score more scripts or deals sooner? If you are frustrated and venting, yeah we all get it. But the outcome of this cc was well beyond anyone's expectations. We are in a way better place, still in the game, with the time and opportunity to gain yardage.
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Post by Cowgirl on Nov 11, 2016 11:44:54 GMT -5
"frank1ss this is misinformation/fud "I can't be so sure. 5+ more months - great - but the problem here is Afrezza sales." because it was clearly stated during the call that currently they have a financial runway till 3Q2017. Also RLS will be finalising its technical arrangements in december 2016."
Estann2001...
I simply replied back because Tecalaa had noted what I said was "misinformation/FUD". Approx. $55 million at a $10 million a month burn rate equates to approx. 5 1/2 months. It's not FUD or misinformation - it is math and very factual. Added to what they HAD it gets us to 3Q or maybe 4Q 17...(Hopefully sale of building is quick as well)
It is indeed nice to have it...great that Sanofi paid us something and waived the debt for the disasterous contract we had with them. I agree - that was all upside as it could have been $0.00.
Any venting - my take/opinion - was just to say this is not FUD or misinformation and that MNKD's problems aren't solved yet. RLS technical hurdle/milestone may only be a few million as well. I'd hope for better and some partnership etc. but it could be rather small. Hope I'm proven wrong there. Al Mann's backing/support/money is gone so that backstop is not there anymore. MNKD was accustomed to going it alone, being pretty cocky and self-assured with their plans and could do and be so with money behind them. It's not there anymore so, hence why the share price is where it is until we see some substantial pick up in Afrezza sales or some partnerships etc.
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Post by esstan2001 on Nov 11, 2016 12:05:28 GMT -5
"frank1ss this is misinformation/fud "I can't be so sure. 5+ more months - great - but the problem here is Afrezza sales." because it was clearly stated during the call that currently they have a financial runway till 3Q2017. Also RLS will be finalising its technical arrangements in december 2016." Estann2001... I simply replied back because Tecalaa had noted what I said was "misinformation/FUD". Approx. $55 million at a $10 million a month burn rate equates to approx. 5 1/2 months. It's not FUD or misinformation - it is math and very factual. Added to what they HAD it gets us to 3Q or maybe 4Q 17...(Hopefully sale of building is quick as well) It is indeed nice to have it...great that Sanofi paid us something and waived the debt for the disasterous contract we had with them. I agree - that was all upside as it could have been $0.00. Any venting - my take/opinion - was just to say this is not FUD or misinformation and that MNKD's problems aren't solved yet. RLS technical hurdle/milestone may only be a few million as well. I'd hope for better and some partnership etc. but it could be rather small. Hope I'm proven wrong there. Al Mann's backing/support/money is gone so that backstop is not there anymore. MNKD was accustomed to going it alone, being pretty cocky and self-assured with their plans and could do and be so with money behind them. It's not there anymore so, hence why the share price is where it is until we see some substantial pick up in Afrezza sales or some partnerships etc. I don't think there is anything in what you said here that anyone materially disagrees with, but regarding your comments on management's efforts- From around the start of 2.0 moving forward... I'm curious what management activity in that time period would you critique or assail, since at this point, it is primarily that plan and execution that determine the Company's future and share price moving forward. And if you have some good / better ideas here, Mike is pretty accessible. IMO, they have planned and are executing as well as can be expected given the cards they have been dealt.
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Post by rockstarrick on Nov 11, 2016 12:22:56 GMT -5
"frank1ss this is misinformation/fud "I can't be so sure. 5+ more months - great - but the problem here is Afrezza sales." because it was clearly stated during the call that currently they have a financial runway till 3Q2017. Also RLS will be finalising its technical arrangements in december 2016." Estann2001... I simply replied back because Tecalaa had noted what I said was "misinformation/FUD". Approx. $55 million at a $10 million a month burn rate equates to approx. 5 1/2 months. It's not FUD or misinformation - it is math and very factual. Added to what they HAD it gets us to 3Q or maybe 4Q 17...(Hopefully sale of building is quick as well) It is indeed nice to have it...great that Sanofi paid us something and waived the debt for the disasterous contract we had with them. I agree - that was all upside as it could have been $0.00. Any venting - my take/opinion - was just to say this is not FUD or misinformation and that MNKD's problems aren't solved yet. RLS technical hurdle/milestone may only be a few million as well. I'd hope for better and some partnership etc. but it could be rather small. Hope I'm proven wrong there. Al Mann's backing/support/money is gone so that backstop is not there anymore. MNKD was accustomed to going it alone, being pretty cocky and self-assured with their plans and could do and be so with money behind them. It's not there anymore so, hence why the share price is where it is until we see some substantial pick up in Afrezza sales or some partnerships etc. I don't think there is anything in what you said here that anyone materially disagrees with, but regarding your comments on management's efforts- From around the start of 2.0 moving forward... I'm curious what management activity in that time period would you critique or assail, since at this point, it is primarily that plan and execution that determine the Company's future and share price moving forward. And if you have some good / better ideas here, Mike is pretty accessible. IMO, they have planned and are executing as well as can be expected given the cards they have been dealt. Agree 100%, its easy to chearlead from the sidelines. Anybody here that wasn't absolutely blown away within the first two minutes of that call hasent been around long enough, when Matt started talking I actually couldn't believe my ears. When mnkd shareholders needed it most, Matt delivered. To all those who claimed Matt was in hiding with his head in the sand, you were dead wrong. I look forward to seeing just how Matt, Mike, and the entire Mannkind team execute Mannkind 2.0 going forward. Great Job Matt
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Post by slugworth008 on Nov 11, 2016 12:28:02 GMT -5
I don't think there is anything in what you said here that anyone materially disagrees with, but regarding your comments on management's efforts- From around the start of 2.0 moving forward... I'm curious what management activity in that time period would you critique or assail, since at this point, it is primarily that plan and execution that determine the Company's future and share price moving forward. And if you have some good / better ideas here, Mike is pretty accessible. IMO, they have planned and are executing as well as can be expected given the cards they have been dealt. Agree 100%, its easy to chearlead from the sidelines. Anybody here that wasn't absolutely blown away within the first two minutes of that call hasent been around long enough, when Matt started talking I actually couldn't believe my ears. When mnkd shareholders needed it most, Matt delivered. To all those who claimed Matt was in hiding with his head in the sand, you were dead wrong. I look forward to seeing just how Matt, Mike, and the entire Mannkind team execute Mannkind 2.0 going forward. Great Job Matt Well said Rock !!!!
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Post by sportsrancho on Nov 11, 2016 14:21:46 GMT -5
Everything has changed.
Instead of potential bad news coming in a few days to months, we have a bunch of potential good news coming for the foreseeable future:-). Ten times more chance of good news than bad. IMO. Time to buy. It's holding .65 Going in small as we move up:-))
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Post by ilovekauai on Nov 11, 2016 14:43:07 GMT -5
I concur LeAnne. It's no secret that I've been adding for the past 15 months. Each time, I took a deep breath, exhaled, and pulled the trigger. It really is a testimonial to faith in Afrezza. For all the talk on other applications of Dreamboat, (which is great btw), to me it all comes down to sales of Afrezza. Michael C is the right guy to lead and win this war we find ourselves in. I call it a war because looked what happened yesterday with those absurd hit pieces that came out like clockwork to try and counter-punch.
Indeed, there are forces behind the scene(s) here that are determined to destroy Afrezza. A famous dictator back in November of 1941, from the subway under Moscow, defiantly said in a famous speech, with an invading large army just 20 miles away, (!); to paraphrase: "well if they want a war of annihilation, then we will give them a war of annilhiation." Remember this LeAnne; MNKD will stay the course and be victorious in the end. We have a fantastic CCO who knows how to manage people, coupled with a growing, dynamic sales force, and a highly competent CEO who learned on the job under very dire circumstances, while in the meantime, we lost Al Mann. I'm so impressed by that! Trust me, MNKD will win this war; I'm certain of it. And btw, I'm a slow loser, but I'm a fast leaner, that much I know.
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Post by biffn on Nov 11, 2016 15:48:13 GMT -5
Now a terrible stock to short.
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Post by slugworth008 on Nov 11, 2016 17:32:39 GMT -5
Everything has changed. Instead of potential bad news coming in a few days to months, we have a bunch of potential good news coming for the foreseeable future:-). Ten times more chance of good news than bad. IMO. Time to buy. It's holding .65 Going in small as we move up:-)) Huge sigh of relief after that CC. Looking forward to 2017 !!!
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Post by mannmade on Nov 11, 2016 19:04:02 GMT -5
Now a terrible stock to short. Let's see what the shorts have to say about this next week... however in the meantime we have two more days to enjoy this past week... 😎🙏
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Post by letitride on Nov 11, 2016 21:40:33 GMT -5
Now a terrible stock to short. Let's see what the shorts have to say about this next week... however in the meantime we have two more days to enjoy this past week... 😎🙏 Cover comes to mind!
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Post by greg1961 on Nov 13, 2016 10:18:12 GMT -5
What I love most about the call is afterwards "The Streets" Alice Ficklestein has been on suicide watch as well as writers from the "Motley Stools". Those uneducated hacks continue to spew there trash. Now they have another worthless hack "Investopedia" that just shows how bad these morons want the greatest INSULIN "AFREZZA" ever to go away. You can bet your last shiny penny that Novo, and Liily are behind this trash 100%, and that's a fact!!!
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Post by agedhippie on Nov 13, 2016 11:07:38 GMT -5
Let's see what the shorts have to say about this next week... however in the meantime we have two more days to enjoy this past week... 😎🙏 Cover comes to mind! The big players won't cover until the scripts start to get serious traction. Right now they want the price to rise so they can short it again, same goes for a reverse split. Runway and the rest do not matter if Afrezza doesn't get traction.
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Post by dictatorsaurus on Nov 13, 2016 11:24:33 GMT -5
The real celebration comes after a sizeable increase in scripts.
I'm quite happy with the progress made, but ultimately the goal is sales, and we are not there yet.
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Post by Deleted on Nov 13, 2016 12:59:43 GMT -5
I don't think there is anything in what you said here that anyone materially disagrees with, but regarding your comments on management's efforts- From around the start of 2.0 moving forward... I'm curious what management activity in that time period would you critique or assail, since at this point, it is primarily that plan and execution that determine the Company's future and share price moving forward. And if you have some good / better ideas here, Mike is pretty accessible. IMO, they have planned and are executing as well as can be expected given the cards they have been dealt. Agree 100%, its easy to chearlead from the sidelines. Anybody here that wasn't absolutely blown away within the first two minutes of that call hasent been around long enough, when Matt started talking I actually couldn't believe my ears. When mnkd shareholders needed it most, Matt delivered. To all those who claimed Matt was in hiding with his head in the sand, you were dead wrong. I look forward to seeing just how Matt, Mike, and the entire Mannkind team execute Mannkind 2.0 going forward. Great Job Matt I was feeding my baby watching TV with my wife and listening to the call on my laptop. You heard it in his voice something was coming and immediately threw my wife(handed quickly) the baby and ran up to my office and started buying shares once I heard the news. I did flip them that next day and bought back in Friday morning which I flipped some also. On top of my calls I am actually POSITIVE on my MNKD investment. Unfortunately I also earned myself a free ride violation cause I was way too emotional and not thinking. I was rushing and bout with cash instead of using margin. So now my account is restricted from trading funds are settled for 90 days since I bought and sold before the trasanction settled. Which I might add is the dumbest freaking rule ever. You can deposit a check on a cell phone that clears in a couple hours but a stock takes three days to settle.
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