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Post by Cowgirl on Apr 23, 2017 22:42:29 GMT -5
Didn't we also hold out hope that the one technosphere program - EPI - that has some good potential and was a major news/market event last year would have been partnered by now? Obviously, we don't have any money to pay for trials so we'd HAVE to partner right? .....and? nothing? Don't we need money to survive? NO ONE is interested at all in our EPI platform? Are we holding out/off for $10 Billion on that too like we were for Afrezza?
And what about the pediatric trial? Now I know that was going to COST us money but it was at one time supposed to start in 4th quarter of 2016, then 1st quarter of 2017....here we are second quarter of 2017 - no movement?
What are we spending $10Mil a month on ? 70 reps selling 3 afrezza scripts each? Nuts.
This is bizarre...
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EPI?
Apr 24, 2017 4:54:06 GMT -5
Post by falconquest on Apr 24, 2017 4:54:06 GMT -5
What's even more bizarre is, unless something positive happens soon, what kind of spin is Matt going to implement at the shareholders meeting? Quite frankly I would like to hear him be straightforward and honest, "Look folks, we're in a tough position here, these are the steps we're taking and we are committed to fulfilling Al's legacy. We know our shareholders have suffered greatly but we also know that we have the best insulin product ever developed and we will do everything we can to make sure patients have it". Or he could say this..... www.youtube.com/watch?v=q7vtWB4owdE |
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Post by silentknight on Apr 24, 2017 6:51:15 GMT -5
Didn't we also hold out hope that the one technosphere program - EPI - that has some good potential and was a major news/market event last year would have been partnered by now? Obviously, we don't have any money to pay for trials so we'd HAVE to partner right? .....and? nothing? Don't we need money to survive? NO ONE is interested at all in our EPI platform? Are we holding out/off for $10 Billion on that too like we were for Afrezza? And what about the pediatric trial? Now I know that was going to COST us money but it was at one time supposed to start in 4th quarter of 2016, then 1st quarter of 2017....here we are second quarter of 2017 - no movement? What are we spending $10Mil a month on ? 70 reps selling 3 afrezza scripts each? Nuts. This is bizarre... I think this is reasonable. The company needs to explain how they've been spending $8-10 million per month for over a year to sell 250 scripts per week. Meanwhile, we're promised all these other TS products with "updates" on pipeline development consisting of "scheduled pre-IND meetings with the FDA." That's all we've seen for over a year. I understand that they've devoted resources to selling Afrezza, and that the pipeline has taken a backseat. Now we STILL have next to nothing Afrezza sales AND no pipeline development to speak of. Yet another reason the BoD needs to go. No more excuses. Shareholders need to see results. In all seriousness, can ANYONE give me a good argument for retaining the Board of Directors? They've been at the helm for a more than 90% decrease in company value. If there's ever been a case for removal for cause, this would be it. |
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Post by kbrion77 on Apr 24, 2017 7:25:09 GMT -5
Didn't we also hold out hope that the one technosphere program - EPI - that has some good potential and was a major news/market event last year would have been partnered by now? Obviously, we don't have any money to pay for trials so we'd HAVE to partner right? .....and? nothing? Don't we need money to survive? NO ONE is interested at all in our EPI platform? Are we holding out/off for $10 Billion on that too like we were for Afrezza? And what about the pediatric trial? Now I know that was going to COST us money but it was at one time supposed to start in 4th quarter of 2016, then 1st quarter of 2017....here we are second quarter of 2017 - no movement? What are we spending $10Mil a month on ? 70 reps selling 3 afrezza scripts each? Nuts. This is bizarre... I think this is reasonable. The company needs to explain how they've been spending $8-10 million per month for over a year to sell 250 scripts per week. Meanwhile, we're promised all these other TS products with "updates" on pipeline development consisting of "scheduled pre-IND meetings with the FDA." That's all we've seen for over a year. I understand that they've devoted resources to selling Afrezza, and that the pipeline has taken a backseat. Now we STILL have next to nothing Afrezza sales AND no pipeline development to speak of. Yet another reason the BoD needs to go. No more excuses. Shareholders need to see results. In all seriousness, can ANYONE give me a good argument for retaining the Board of Directors? They've been at the helm for a more than 90% decrease in company value. If there's ever been a case for removal for cause, this would be it. I hope for everyone's sake there is some type of order maintained at the shareholder meeting. A room full of (rightfully so) disgruntled shareholders would not take a whole lot to derail. Hopefully the meeting is constructive and straight forward on issues/solutions. |
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EPI?
Apr 24, 2017 7:43:12 GMT -5
Post by silentknight on Apr 24, 2017 7:43:12 GMT -5
I think this is reasonable. The company needs to explain how they've been spending $8-10 million per month for over a year to sell 250 scripts per week. Meanwhile, we're promised all these other TS products with "updates" on pipeline development consisting of "scheduled pre-IND meetings with the FDA." That's all we've seen for over a year. I understand that they've devoted resources to selling Afrezza, and that the pipeline has taken a backseat. Now we STILL have next to nothing Afrezza sales AND no pipeline development to speak of. Yet another reason the BoD needs to go. No more excuses. Shareholders need to see results. In all seriousness, can ANYONE give me a good argument for retaining the Board of Directors? They've been at the helm for a more than 90% decrease in company value. If there's ever been a case for removal for cause, this would be it. I hope for everyone's sake there is some type of order maintained at the shareholder meeting. A room full of (rightfully so) disgruntled shareholders would not take a whole lot to derail. Hopefully the meeting is constructive and straight forward on issues/solutions. What concerns me more about the meeting is that the opposite would happen; shareholders content with the same song and dance from management on how hard they're working to make it all a success, updates on sales and pipeline with no updates on sales or pipeline, and more fluff on them trying to tap dance around the fact that the company is about to go belly up because they can't pay debt and they can't sell their product. Capitulation and conformity are greater dangers to shareholders at this point than people getting rowdy. Maybe a bit of rowdiness is what is needed. Demand accountability and ensure that it's delivered. We own this company after all.... |
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Post by esstan2001 on Apr 24, 2017 8:25:28 GMT -5
I think this is reasonable. The company needs to explain how .... In all seriousness, can ANYONE give me a good argument for retaining the Board of Directors? They've been at the helm for a more than 90% decrease in company value. If there's ever been a case for removal for cause, this would be it. I hope for everyone's sake there is some type of order maintained at the shareholder meeting. A room full of (rightfully so) disgruntled shareholders would not take a whole lot to derail. Hopefully the meeting is constructive and straight forward on issues/solutions. I have to believe that as a group, shareholders should be able to have a reasoned, civil discourse with management & the Board at the meeting- it is our money here that is involved. After all, this is not politics you know  |
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EPI?
Apr 24, 2017 10:04:06 GMT -5
Post by mnkdfann on Apr 24, 2017 10:04:06 GMT -5
What's even more bizarre is, unless something positive happens soon, what kind of spin is Matt going to implement at the shareholders meeting? We're considering a move to the pink sheets so that our enemies - including big pharma - will no longer be able to short our shares with gleeful abandon, or profit by investing in corrupt Wall Street's exchange traded puts? |
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EPI?
Apr 24, 2017 10:08:20 GMT -5
Post by slugworth008 on Apr 24, 2017 10:08:20 GMT -5
What's even more bizarre is, unless something positive happens soon, what kind of spin is Matt going to implement at the shareholders meeting? Quite frankly I would like to hear him be straightforward and honest, "Look folks, we're in a tough position here, these are the steps we're taking and we are committed to fulfilling Al's legacy. We know our shareholders have suffered greatly but we also know that we have the best insulin product ever developed and we will do everything we can to make sure patients have it". Or he could say this..... www.youtube.com/watch?v=q7vtWB4owdE Can we get Blutarski on the BOD? I wish. But to your comment - Yes, I would like to hear that as well. I can't think of any spin he can put on s--t sales numbers and the s--t PPS and the continued s--t my portfolio consistently looks like because of my investment in the best insulin product ever developed. Thank God - I'm heading to Cancun for the rest of this week. Tequila is most definitely in order. |
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EPI?
Apr 24, 2017 10:10:59 GMT -5
Post by slugworth008 on Apr 24, 2017 10:10:59 GMT -5
Didn't we also hold out hope that the one technosphere program - EPI - that has some good potential and was a major news/market event last year would have been partnered by now? Obviously, we don't have any money to pay for trials so we'd HAVE to partner right? .....and? nothing? Don't we need money to survive? NO ONE is interested at all in our EPI platform? Are we holding out/off for $10 Billion on that too like we were for Afrezza? And what about the pediatric trial? Now I know that was going to COST us money but it was at one time supposed to start in 4th quarter of 2016, then 1st quarter of 2017....here we are second quarter of 2017 - no movement? What are we spending $10Mil a month on ? 70 reps selling 3 afrezza scripts each? Nuts. This is bizarre... I think this is reasonable. The company needs to explain how they've been spending $8-10 million per month for over a year to sell 250 scripts per week. Meanwhile, we're promised all these other TS products with "updates" on pipeline development consisting of "scheduled pre-IND meetings with the FDA." That's all we've seen for over a year. I understand that they've devoted resources to selling Afrezza, and that the pipeline has taken a backseat. Now we STILL have next to nothing Afrezza sales AND no pipeline development to speak of. Yet another reason the BoD needs to go. No more excuses. Shareholders need to see results. In all seriousness, can ANYONE give me a good argument for retaining the Board of Directors? They've been at the helm for a more than 90% decrease in company value. If there's ever been a case for removal for cause, this would be it. Ditto and ditto your post. |
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EPI?
Apr 24, 2017 10:15:11 GMT -5
Post by silentknight on Apr 24, 2017 10:15:11 GMT -5
Enjoy Cancun Slug.
Drink a dozen for me please.
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Post by nadathing on Apr 24, 2017 10:28:24 GMT -5
It is obvious that there is no interest from any BP or anyone else in partnering with MNKD for the Epi application. The fact that they cannot even find a partner for this tells me all I need to know. TS is worthless. I've tried to remain positive and hold out the hope that a BO of $2.50 or more a share happens, but I doubt it will. My total loss will be $164,000 when the doors close. Sad to say the least.
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EPI?
Apr 24, 2017 11:30:01 GMT -5
Post by silentknight on Apr 24, 2017 11:30:01 GMT -5
It is obvious that there is no interest from any BP or anyone else in partnering with MNKD for the Epi application. The fact that they cannot even find a partner for this tells me all I need to know. TS is worthless. I've tried to remain positive and hold out the hope that a BO of $2.50 or more a share happens, but I doubt it will. My total loss will be $164,000 when the doors close. Sad to say the least. $150,000 more or less for me so I'm right there with you. TS certainly is proving itself to be worthless, despite it's efficacy. It works, hands down but it has proven itself to be incapable of penetrating the existing treatment paradigms in order to succeed. We should have known. TS has been around for a long time, and the only partnership for its products that actually went anywhere resulted in the partner returning the product and terminating the agreement on the earliest day possible per the contract. That should indeed tell us all we needed to know. I'm young. I'll recover, but I sure don't like how this is looking to end. |
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EPI?
Apr 24, 2017 11:58:49 GMT -5
Post by seanismorris on Apr 24, 2017 11:58:49 GMT -5
What Board? MannKind is a company that's basically never had a Board...
I remember a few years ago I checked up on the board... I was shocked at how old they were. I have nothing against having older members on the board to provide experience. But the average age of MannKind's board is above the average age most of us are pushing up daisies.
MannKind is a technology company it need a dynamic board. It needs people active in the industry. It needs more than people that have been retired for decades...
The reality is Al was the Board. (Also questionable)
But when he passed, we ended up with no Board.
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EPI?
Apr 24, 2017 12:21:39 GMT -5
Post by seanismorris on Apr 24, 2017 12:21:39 GMT -5
TS was 50%+ the reason I was invested in MannKind. Al had been telling us there was a great deal of interest in TS, and a significant number had been working with MannKind on TS formations. The details were hidden do to competitive advantages.
Turns out the TS hype was BS spin. In my opinion Al's legacy is forever tarnished.
My expectation (from what management was saying) is that we'd have 5-10 TS partners in the first year after Afrezza became available. I'm not saying they'd be bringing in cash, but there would be announcements and a pipeline. Instead we have a weak poorly internationally funded pipeline.
I'm not very optimistic on the TS EPI program advancing. It seemed more hype than anything. Sure it would work, but I'm not sure it made economic sense. It would take years at MannKinds pace to bring it to market. In my mind the EPI scandal has already been addressed with lower cost competition. The Board should had weighed in on EPI and it's viability. We need to be addressing future medical needs rather than past ones... Anytime cost is the driving factor, a TS formulation is (likely) going to be a failure.
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Post by goyocafe on Apr 24, 2017 15:00:00 GMT -5
Curious that they're trying to hire a Medical Director that, according to the job description, would be responsible for the lion share of clinical trial activity. Is it listed to serve as a head fake, or do they plan to move forward and are missing key personnel? March, 2017 (the last time the Pediatric Trial was indicated to start) seems like a long time ago, and May 16 can't get here soon enough to put some ballast in all questions that are blowing in the wind. rew12.ultipro.com/MAN1011/JobBoard/JobDetails.aspx?__ID=*1C783BBDCB7C1325 |
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