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Post by akemp3000 on Jan 30, 2017 7:49:43 GMT -5
For those of us who have held MNKD a long time, we are once again approaching what could be the turning point we've been waiting on...or not. The negative spinmeisters want the conversation to be about a reverse split. I personally don't see the need to have an investor call on this subject since nothing they say is going to have any major effect on the pps. In other words, what happens to the resulting pps is going to happen with or without the call. The realists expect a typical conference call discussing progress being made. Again, I don't see the need for an impromptu investor call as this immediately follows the JPM conference where this was the subject. The positive spinmeisters, me included are hoping for one or more subjects that will jump start this stock. There seems to be five top candidates in this category: 1) Epinephrine, 2) RLS, 3) Dexcom, 4) Amgen or other BP deal and 5) International paths. Having come from the disastrous YMB, I for one am grateful to all posters on this message board and the opportunity to hear a variety of perspectives. GLTA
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Post by cgiscgis on Jan 30, 2017 7:50:45 GMT -5
Maybe a SuperBowl commercial!? They are currently filming
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Post by agedhippie on Jan 30, 2017 8:48:40 GMT -5
For those of us who have held MNKD a long time, we are once again approaching what could be the turning point we've been waiting on...or not. The negative spinmeisters want the conversation to be about a reverse split. I personally don't see the need to have an investor call on this subject since nothing they say is going to have any major effect on the pps. In other words, what happens to the resulting pps is going to happen with or without the call. The realists expect a typical conference call discussing progress being made. Again, I don't see the need for an impromptu investor call as this immediately follows the JPM conference where this was the subject. The positive spinmeisters, me included are hoping for one or more subjects that will jump start this stock. There seems to be five top candidates in this category: 1) Epinephrine, 2) RLS, 3) Dexcom, 4) Amgen or other BP deal and 5) International paths. Having come from the disastrous YMB, I for one am grateful to all posters on this message board and the opportunity to hear a variety of perspectives. GLTA Ok I will have a go... 1) Epinephrine. This might do it. Ultimately I don't think this goes anywhere because it is going to be undercut by a slew of generic epipens like the CVS option at $110 for two pens or $10 with coupon (I wonder who the CVS PBM will require you to use...) This is not to knock Epinephrine news though because it has traction and can help the share price in the short term. 2) RLS. I remain unconvinced about RLS. Even if something does come out there I think the market still focuses on Afrezza and sees RLS as a job on the side. 3) Dexcom. No chance. Dexcom wants to sell it's technology into pump and AP manufacturers. Ultimately the standalone market goes away and they know that. There is nothing for them in a partnership with Mannkind. Remember that you cannot just buy a Dexcom (ebay aside) as it requires a prescription. 4) Amgen. No chance. There is no alignment with their portfolio. 5) International paths. Possible. I think it's unlikely as Mannkind barely has resources to handle the US so it would require a partner. If this were to happen I think the upfront payment would be minimal. There is an outside chance that Amphastar might do something but in that case I doubt cash would be involved. My guess is that this is either to announce a funding round, or a reverse split, or (and most likely) both.
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Post by cgiscgis on Jan 30, 2017 9:45:20 GMT -5
They also have to pay back a huge amount of debt by mid year! Ain't looking pretty here for sure! Castagna is presenting as well ... SuperBowl ad!?
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Post by boca1girl on Jan 30, 2017 10:00:07 GMT -5
Matt said NO to a super bowl ad on the last earnings call. Why do people keep talking about a SB ad?
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Post by cgiscgis on Jan 30, 2017 10:10:05 GMT -5
Matt also said no to TV commercials, and now they are filming! Matt has zero clue about marketing; they hired two social media marketing experts recently who will finally help the company spread the word about Afrezza. Their marketing approach was outbound marketing focused, spam some doctors with emails and visits; they must educate the global population via modern channels.
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Post by matt on Jan 30, 2017 11:01:59 GMT -5
The negative spinmeisters want the conversation to be about a reverse split. I personally don't see the need to have an investor call on this subject since nothing they say is going to have any major effect on the pps. The reason to have a call about a reverse split, if indeed that is the topic, is because the technical and legal requirements are more demanding than for other shareholder votes. It is not a bad idea to communicate to the shareholders the importance of their participation otherwise the company could wind up with the double whammy of the price impact of a pending reverse split, and then getting delisted because the reverse split vote didn't pass. That is the worst of all worlds.
On the positive side, any of those are possible with varying degrees of probability. The one that has the highest probability / realistic impact is announcement of an international distribution deal in a major market. We would have to see which market(s) and which partner before we could evaluate that.
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Post by wildthing on Jan 30, 2017 11:06:58 GMT -5
The negative spinmeisters want the conversation to be about a reverse split. I personally don't see the need to have an investor call on this subject since nothing they say is going to have any major effect on the pps. The reason to have a call about a reverse split, if indeed that is the topic, is because the technical and legal requirements are more demanding than for other shareholder votes. It is not a bad idea to communicate to the shareholders the importance of their participation otherwise the company could wind up with the double whammy of the price impact of a pending reverse split, and then getting delisted because the reverse split vote didn't pass. That is the worst of all worlds.
On the positive side, any of those are possible with varying degrees of probability. The one that has the highest probability / realistic impact is announcement of an international distribution deal in a major market. We would have to see which market(s) and which partner before we could evaluate that.
If it does involve an international distribution, I just hope it's not China. I've seen several beaten down biotechs resort to China to gain interest in their company. I don't recall any that worked or turned out well for shareholders.
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Post by longliner on Jan 30, 2017 11:19:51 GMT -5
I suppose for each that failed as many succeeded. Yeah, you go ahead and link first.
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Post by wildthing on Jan 30, 2017 11:35:48 GMT -5
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Post by longliner on Jan 30, 2017 11:38:31 GMT -5
Whale of a spike there.
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Post by mango on Jan 30, 2017 12:57:04 GMT -5
1) Epinephrine
—Primatene Mist HFA Advocates Facebook: 16,338 people like this 16,296 people follow this
—Amphastar's inhaled Epi following is strong. MannKind would be directly competing with a partner. Doesn't sound logical. MannKind and Amphastar should combine forces and create the next generation OTC inhaled Epinephrine for asthma & anaphylaxis
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Post by sophie on Jan 30, 2017 14:27:27 GMT -5
There is no competition between what MNKD is doing with epinephrine and Primatene.
Primatene is used as a bronchodilator for asthmatics whereas MNKD's formulation (higher dose) is used for anaphylaxis.
Corticosteroids have shown to be better for chronic use than a short acting epinephrine inhaler for COPD and asthmatics and albuterol is superior for acute episodes. There isn't much use for Primatene anymore. That's probably why it's not gaining back the popularity it lost.
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Post by mango on Jan 30, 2017 15:38:43 GMT -5
There is no competition between what MNKD is doing with epinephrine and Primatene. Primatene is used as a bronchodilator for asthmatics whereas MNKD's formulation (higher dose) is used for anaphylaxis. Corticosteroids have shown to be better for chronic use than a short acting epinephrine inhaler for COPD and asthmatics and albuterol is superior for acute episodes. There isn't much use for Primatene anymore. That's probably why it's not gaining back the popularity it lost. • What dosage is MannKind using? • How do you know it will be a higher dose than what Primatene was? • Primatene was 0.22mg • EpiPen is 0.3mg • EpiPen Jr. is 0.15mg You really are comparing apples to glow worms here. Sorry. MannKind's Epi tech could be used in the event of a moderate to severe asthma attack if it can treat anaphylaxis. And one would be absolutely stupid to not do so. The POS albutetol inhalers out there will do nothing but land you in the hospital. I have a feeling MannKind's inhaled Epi could come in different dosage formulas. Voila! Not gaining back the popularity? Seriously? Disinfo, misinfo, all kinds of screwedthefuckupinfo. Amphastar's Primatene Mist Advocates Facebook page has over 16,000 followers. How many more people need to follow it to meet your standard of "popular" Absolutely ridiculous, ignorant and ludicrous to even suggest that just because MannKind's Epi formulation will be a "higher dose" that it cannot be used for asthma. Jesus take the wheel.
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Post by lsl428 on Jan 30, 2017 15:43:48 GMT -5
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