|
|
Post by patten1962 on Jan 27, 2017 17:08:37 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? I hope you're right I increased my position today |
|
|
|
Post by gamblerjag on Jan 27, 2017 17:29:50 GMT -5
I would tend to agree with R/S not being discussed on 2/1/17. That being said if they do announce R/S as a possibility but somewhere in the dialogue that they expect major or important news shortly after the r/s would take affect.. I think we can avoid the plummet!
|
|
|
|
Post by sportsrancho on Jan 27, 2017 17:41:53 GMT -5
I would tend to agree with R/S not being discussed on 2/1/17. That being said if they do announce R/S as a possibility but somewhere in the dialogue that they expect major or important news shortly after the r/s would take affect.. I think we can avoid the plummet! Maybe they are going to announce both at the same time. I guess you just said that:-) |
|
|
|
Post by afrezzamiracle on Jan 27, 2017 17:42:45 GMT -5
Any verbiage speaking toward reverse split is an unmitigated disaster that will lead to a justified immediate death spiral for the stock. RS is an absolute NON STARTER and should not be in consideration what so ever. If we are that close to the end, for God's sake please sell the company and let shareholders recoup some of their failed investment.
|
|
|
|
Post by falconquest on Jan 27, 2017 18:42:09 GMT -5
Any verbiage speaking toward reverse split is an unmitigated disaster that will lead to a justified immediate death spiral for the stock. RS is an absolute NON STARTER and should not be in consideration what so ever. If we are that close to the end, for God's sake please sell the company and let shareholders recoup some of their failed investment. My guess is it will be a feel good call in an attempt to drive the share price up (look at all we're doing) type thing. This may be an attempt to avert the inevitable reverse split. OR, they actually have some sort of deal to announce (perhaps foreign agreement) that they hope will drive the share price forward. They need something because the de-listing clock is ticking. the best thing they can do is... Sell the damned product! |
|
|
|
Post by sayhey24 on Jan 27, 2017 19:45:47 GMT -5
Any verbiage speaking toward reverse split is an unmitigated disaster that will lead to a justified immediate death spiral for the stock. RS is an absolute NON STARTER and should not be in consideration what so ever. If we are that close to the end, for God's sake please sell the company and let shareholders recoup some of their failed investment. My guess is it will be a feel good call in an attempt to drive the share price up (look at all we're doing) type thing. This may be an attempt to avert the inevitable reverse split. OR, they actually have some sort of deal to announce (perhaps foreign agreement) that they hope will drive the share price forward. They need something because the de-listing clock is ticking. the best thing they can do is... Sell the damned product!Now I will second Sell the damn product. The PR did not call it an earnings call and its too soon to talk about R/S, IMO. While I know long time shareholders are conditioned for bad news, who knows. While I would prepare for more bad, maybe Matt has good news and we will be pleasantly surprised. |
|
|
|
Post by bioexec25 on Jan 27, 2017 20:12:21 GMT -5
Place your bets. Who tf knows. Agree it's likely a hey gang, hang in there, "these things take time" as Peppy so astutely points out regularly. But scripts are serially bad, retention struggling but hey it's just a normal biotech roadmap.
|
|
|
|
Post by afrezzamiracle on Jan 27, 2017 20:18:47 GMT -5
Amen falcon! One and only one thing matters: SALES OF AFREZZA.
Everything else is completely worthless fluff at this point, and until we have enough cash to continue to be a going concern.
Sell the damned product!
|
|
|
|
Post by mnholdem on Jan 27, 2017 20:33:51 GMT -5
Other than what I quipped on page one of this thread, I will make no predictions. But I don't mind telling you what I hope will occur on Feb 1. I'm hoping for an announcement of a partner for the epinephrine or for ex-U.S. sales of Afrezza. If I had to pick one, it would be the Afrezza, because I remember Matt saying last February that he got two phone calls from parties interested in Afrezza within 24 hours of the announcement that Sanofi was terminating the agreement. Remember? Matt later suggested that deals may be forthcoming once Afrezza has proved itself in the U.S., which most of us interpreted to mean that the potential partners were low-balling. My point is that the announcement could very well be a BP or country that wants Afrezza outside the U.S. That would mean an immediate jump in sales as orders get placed to stock overseas pharmacies PLUS a possible upfront payment & royalty deal that would pay for Afrezza sales & marketing in the U.S. and might be the reason for the CEO's tone of confidence over financing and what he alluded to when he stated that events were in the works that could propel the share price higher and why he's not worried about MNKD being delisted. Has Afrezza proved itself? That depends on your point of view, but if BPs have been paying attention to social media (much of which sportsrancho, harryx1 and others post here on ProBoards on a regular basis) then those CEOs might now be convinced that Afrezza is the real deal for treatment of diabetes. Faced with the possibility that Afrezza may be relabeled as a First-in-Class ultra-fast acting prandial insulin, I would want my company to get a piece of that action before the deal gets to be too expensive. So that is what I HOPE may happen. However, I really don't have a clue what news Feb 1 will bring.  |
|
|
|
Post by buyitonsale on Jan 27, 2017 20:35:15 GMT -5
|
|
|
|
Post by tw12 on Jan 27, 2017 20:48:30 GMT -5
Dear Madog:
Thanks for asking! It’s fun to read all these opinions on a Friday eve...
I went to the annual meeting in Danbury last May to size up management and came away feeling that Matt and Mike are really good guys. They are hard workers and honest businessman. They have no instinct for manipulating opinion or stock price. Nor do they play games or move in some sort of silent desperation.
Better than most anyone on the planet, they know the disruptive potential of both of Afrezza and TS. They are assembling a sophisticated and experienced team and seem well focused on the main job of adding, in exceptionally short order, sales and marketing components to MannKind’s already well-established research chops. In addition, they know well the dragons of greed and power lurking in the murky swamps of Big Pharma. And especially because I suspect that their “public” experience over the last few years has been somewhat frustrating, I believe that next week’s call will be simply a straight-forward presentation of news on the sales and marketing fronts.
I also agree with fellow optimists earlier in this thread who believe it will be good news. And just 'cause it’s always fun to guess, perhaps a new partnership or two, likely to do with epihale and a foreign company, from Israel or Japan. And I'll bet a breathtakingly positive announcement about RLS comes on the ides of March, if not before.
|
|
|
|
Post by sayhey24 on Jan 27, 2017 20:50:49 GMT -5
Wasn't last years call the introduction of Mannkind 2.0 as everyone was freaking on the departure of Sanofi? Lets hope this years is 180degrees in the opposite direction and Mike has done some real deals worth real $$$. |
|
|
|
Post by kuka on Jan 27, 2017 20:54:02 GMT -5
The news will be significant and Very good.... the last CC talked about many good things to come soon. They would not have another CC and just repeat old news.
My guess is an International Partnership with AMGEN ....last time they announced a partnership we shot up to 12 USD.
We may just see that short squeeze early next week .... Good Luck to All MNKD LONGS
|
|
|
|
Post by mango on Jan 27, 2017 21:26:45 GMT -5
The possibilities are endless in mango's mind: • Partnership/Alliance/Allegiance/SomeTypeofConnection with Medtronic—"Further, Together" —Also, this sparked mango's interest concerning BlackRock, Inc. & Medtronic, here: www.sec.gov/Archives/edgar/data/1613103/000035348017001209/0000353480-17-001209-index.htm• Afrezza Pediatric Phase III Clincial Trial Date Announcement • Update on the Damon Dash-Reality TV Investment • AlleCures, Inc. to use MannKind's Sale's Force • TechnoVax Update that will Melt Your Face Off • Amphastar & MannKind Combine Their Powers to Create an OTC Inhaled Epinephrine. Amphastar Agrees to Pay for Everything Except Cost to Manufacture MannKind's Inhaler for a 60/40 Profit Split. MannKind will Manufacture their Inhaler & Amphastar will Supply the Insulin, Fees for FDA Trial, and All Advertising & Other Expenses. Castagna Will Remind Everyone He is a Pharmacist and Knows Every Major Retail Pharmacy "Chief" and Other Pharmacists=Grand Annoucements by Walgreens and Other Pharmacies=Will Explode Sales. A Teaser About 'Other' Possible Future Collaborations with Amphastar Made by Matt • Phase III MannKind Cancer Cure Teased or Announced • MannKind Acquires Sanofi (I know, pretty EPIC 🐭 Trap right?) |
|
|
|
Post by mango on Jan 27, 2017 22:19:51 GMT -5
What is so amazing in mango's "ridiculous" "impossible" list is this—
Every single possibility on that list 100% equals a factual possibility between the two.
Al Mann was a visionary. Visionaries impact the future. What is the future? We don't know quite yet, it has only begun.
|
|
