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Post by kbrion77 on Jan 27, 2017 11:51:52 GMT -5
One of the big complaints I have heard from investors recently is a lack of transparency from the company. I think it is a good thing that we will have a conference call that is not related to a quarterly report or conference. I think this call is about them being transparent with good things that are happening at the company. If positive news GREAT. Now sell the f'n drug If Reverse Split - I urge investors to go back and re listen to the last conference call. Either Matt was bluffing about his confidence that there would be no need for Reverse Split or he thought these really immaterial events since the call would impact the stock price enough to get it up over a $1. Yes, this will save our investment (mine is super tiny at this point) for the time being. If this is the out come this will solidify for me that these guys have no business running this company. The sale of valencia, job postings, a couple of hirings, a pathetic stock buy will get the stock up or a bluff. I honestly don't know which is worse. Spot on. If Matt decides on the RS I'm out. It would be a tough pill to swallow after 5 years of chaos but a RS does absolutely nothing for the company I would rather have them sell for peanuts. Great we RS and are compliant until the shorts absolutely destroy the share price again in months and we will be right back to where we are now. I don't know what to think anymore but I do know that folks thinking we are going to get huge announcements Weds. will come out with more excuses post call saying oh it's fine they will table announcements to right before earnings. Matt has been apart of gutting us existing shareholders and yes there probably has been some bad luck but this is business, turn it the F around or sell the company.
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Post by afrezzamiracle on Jan 27, 2017 12:10:51 GMT -5
I hope we sell the company and I no longer expect "moon money." The stock is down today, so not expecting good news.
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Post by BlueCat on Jan 27, 2017 12:13:00 GMT -5
It will be about plans and incremental progress on label change, ped trials, etc, and about how money was spent that was already had. Strong indicators/assurances from Nasdaq that they will offer an extension on delist. Opportunity discussions underway with more insurance cos and third-parties WRT to pipeline or regional distribution. Projections on remaining runway and options on the table if needed to extend, and assurances that while nothing is certain, mgt is focused on execution, but not worried about future. "Stay tuned" - again.
Net - same exact as each of previous. Interesting and positive updates on things that impact business and efficacy of Afrezza. But nothing of consequence to current share price. Why? Because other than a massive sale to e.g., another country, I still think now only sustained hockey stick in script numbers, or some other major company news (e.g. merger or B.O.) will make a sustainable difference in stock price. At best - minor and temporary uptick in stock price that shorts immediately capitalize on because they salivate at the reliable, quarterly opportunity.
Sorry to be a debby-downer.
But c'mon guys. Surprise me!
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Post by akemp3000 on Jan 27, 2017 12:25:55 GMT -5
I predict good news is coming otherwise there's no reason to have the call.
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Post by therealisaching on Jan 27, 2017 12:28:23 GMT -5
One of the big complaints I have heard from investors recently is a lack of transparency from the company. I think it is a good thing that we will have a conference call that is not related to a quarterly report or conference. I think this call is about them being transparent with good things that are happening at the company. If positive news GREAT. Now sell the f'n drug If Reverse Split - I urge investors to go back and re listen to the last conference call. Either Matt was bluffing about his confidence that there would be no need for Reverse Split or he thought these really immaterial events since the call would impact the stock price enough to get it up over a $1. Yes, this will save our investment (mine is super tiny at this point) for the time being. If this is the out come this will solidify for me that these guys have no business running this company. The sale of valencia, job postings, a couple of hirings, a pathetic stock buy will get the stock up or a bluff. I honestly don't know which is worse. Totally agree. From the Q3 transcript:
"One of the most frequently asked questions they are coming through on the online we ask has to do with delisting. I am not sure what exactly to say about that. 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 this 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."
So he's acknowledging the SNY settlement would resolve some of the issue. What move would resolve the rest of the issue? Not selling Valencia, that's factored in with this settlement. Matt's talked quite a bit about ex-US deals since the breakup. Specifically mentioning this in q4 15 call & q1 16 call. This could resolve the issue.
If he comes back in less than 3 months to announce a R/S I would agree question the leadership
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Post by Deleted on Jan 27, 2017 12:32:48 GMT -5
If a RS is announced on the call, the next day SP would tank. As I write this SP is around 0.64. What would it tank to with a RS announcement, 0.05? I ask because if we did a 20:1 RS now, SP would be at $12.80 if the price held up which it won't.
Also, if MNKD needs to close at or above $1 / share for 10 strait days, can MNKD take the $30 mm from the Mann Group and have a banker enter in a bunch of small lot orders to execute at the end of each day with 1/2 second remaining in the trading day with a bid of $1.05? Is this legal and could they work in conjunction with a small HFT to accomplish this? Day 1 you do this for 100 orders for 100 shares each at $1.05 and ramp it each day by 100 orders but start the process say 20 days before the delisting. Call it SP manipulation but what they hell, many institutions have been manipulating MNKD for years without repercussion from the regulators so if its good enough for the goose, why not the gander?
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Post by omeshrin on Jan 27, 2017 12:35:19 GMT -5
I think probably to do with (finally) new full time hires and what to expect in coming months.
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Post by lakers on Jan 27, 2017 12:44:22 GMT -5
Fiscal Quarter EndDec 2015
Date Reported03/14/2016
4Q16 ER on 2/1/17 is unusually early. I expect good news. EpiHale IND, partner with cash upfront? Ex-US updates?
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Post by Deleted on Jan 27, 2017 12:45:36 GMT -5
If a RS is announced on the call, the next day SP would tank. As I write this SP is around 0.64. What would it tank to with a RS announcement, 0.05? I ask because if we did a 20:1 RS now, SP would be at $12.80 if the price held up which it won't. Also, if MNKD needs to close at or above $1 / share for 10 strait days, can MNKD take the $30 mm from the Mann Group and have a banker enter in a bunch of small lot orders to execute at the end of each day with 1/2 second remaining in the trading day with a bid of $1.05? Is this legal and could they work in conjunction with a small HFT to accomplish this? Day 1 you do this for 100 orders for 100 shares each at $1.05 and ramp it each day by 100 orders but start the process say 20 days before the delisting. Call it SP manipulation but what they hell, many institutions have been manipulating MNKD for years without repercussion from the regulators so if its good enough for the goose, why not the gander? lol ok. Many people would be happy to sell that @ 1.00 and do arbitration trade to milk $$ and stock will still close below $1. Nice try and theory. you can contact them.
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Post by Deleted on Jan 27, 2017 12:46:26 GMT -5
Fiscal Quarter EndDec 2015 Date Reported03/14/2016 4Q16 ER on 2/1/17 is unusually early. I expect good news. EpiHale IND, partner with cash upfront? Ex-US updates? its not earnings report. its a call on company developments.
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Post by esstan2001 on Jan 27, 2017 12:48:15 GMT -5
If a RS is announced on the call, the next day SP would tank. As I write this SP is around 0.64. What would it tank to with a RS announcement, 0.05? I ask because if we did a 20:1 RS now, SP would be at $12.80 if the price held up which it won't. Also, if MNKD needs to close at or above $1 / share for 10 strait days, can MNKD take the $30 mm from the Mann Group and have a banker enter in a bunch of small lot orders to execute at the end of each day with 1/2 second remaining in the trading day with a bid of $1.05? Is this legal and could they work in conjunction with a small HFT to accomplish this? Day 1 you do this for 100 orders for 100 shares each at $1.05 and ramp it each day by 100 orders but start the process say 20 days before the delisting. Call it SP manipulation but what they hell, many institutions have been manipulating MNKD for years without repercussion from the regulators so if its good enough for the goose, why not the gander? me thinks this would be blatant stock manipulation by the Co., sanctionable by the SEC. But, you or I, being unaffiliated with the company could probably get away with it :-)
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Post by lakers on Jan 27, 2017 12:50:34 GMT -5
Fiscal Quarter EndDec 2015 Date Reported03/14/2016 4Q16 ER on 2/1/17 is unusually early. I expect good news. EpiHale IND, partner with cash upfront? Ex-US updates? its not earnings report. its a call on company developments. I still expect good news. EpiHale IND, partner with cash upfront.
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Post by Deleted on Jan 27, 2017 12:54:33 GMT -5
its not earnings report. its a call on company developments. I still expect good news. EpiHale IND, partner with cash upfront. upfront 10 mil , 50 mil or 200 mil ? why not guess that too ? and may be they atleast wise up the partnership deal unlike afrezza
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Post by dg1111 on Jan 27, 2017 12:56:01 GMT -5
During the last call, they listed a handful of countries that they were working on submittals for international expansion of Afrezza. They have also told us that clinical trials for Epihale will begin in Q1. My gut feel is that they are announcing either the start of trials or submittals for international expansion. I think that either of these would be good news, as it would show that they are moving on the schedule they have previously announced, but in the past these sorts of announcements have not helped the stock price much.
If we are lucky, they will be announcing a partner for either of these endeavors.
For a long time, I thought that any day now we could get some news that would jolt the stock price upwards. My optimism has waned in the recent months, but I suppose we are still one great announcement from going from a huge loss to break even or even a gain.
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Post by lakers on Jan 27, 2017 13:08:24 GMT -5
On 12/13/16 Rose said, On the 11/9 call, our CMO stated that our current lead candidate is our inhaled epinephrine. With limited resources, we are focused on the clinical development program and post-marketing requirements for Afrezza and this lead candidate in the near term. As we’ve stated before, if there are partnering opportunities, we would announce them. You must appreciate that product candidates need to reach a level of value before any potential partner would be interested. We are focused on getting inhaled epi to that stage. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=17#ixzz4WzE2CRsXIt's EpiHale partnership most likely. Can anyone guess upfront cash effect vs pps?
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