|
Post by falconquest on May 13, 2017 11:45:07 GMT -5
oK then how about off the top of your head? What would be some of the most recent deals he said were in the works that did not come to fruition? Ok, off the top of my head. Go back and read the transcripts from the 5/9/16 Q1 earnings call or the 5/12/16 Bank of America Merrill Lynch Health Care Conference. I can't remember which one it was where Matt said they were close to closing a foreign deal (which gave the impression it could happen by June). You think I'm just making this up? Just because you haven't heard it doesn't mean it didn't happen. Personally, I would listen to those who have been here a long time for the best sense of direction of Mannkind. But of course you're free to believe as you wish. We have all been there and done that.
|
|
|
Post by brotherm1 on May 13, 2017 12:34:46 GMT -5
I did not say I did not believe you. Regarding the foreign deal, if one closes now I would say he was correct if he said soon. I do remember talk around that time about foreign agreements but along the way since then we saw evidence of wotk being done in that direction, such as - if I recall correctly - trade mark filings/grants in foreign countries. I suppose "soon" is open to interpretation.
|
|
|
Post by saxcmann on May 13, 2017 12:44:17 GMT -5
Am I missing something? Did someone with actual knowledge and facts state for sure that 10.5 tons of AFREZZA is either at, in transit, be loaded and bound for, thought of posting on a message board that it's heading to UAE or some other small Middle East nation? When will it show up as account due? When does it count as a sale? Facts only! Please get your heads out of the clouds and look for what you know, not what you hope. My comments have nothing to do with shipment. I do realize my credibility (on PB) with recent posts suggesting a partnership or co-promotion deal that will be announced before ASM is on the line. I like Matt will have no credibility if I'm wrong. Lets hope I'm right and Good luck to all mnkd longs!
|
|
|
Post by kc on May 13, 2017 12:46:55 GMT -5
If the sales is FOB Danbury, then the sale is recorded once the goods are issued from Danbury. If Sales are FOB Danbury then there would have to be another Pharma involved in purchasing and distribution in whatever country its being shipped too. Now that would be very exciting. I doubt that MannKind would have produced that slide shown at the 1st qtr call if they were not close to having the deal done. MannKind is not going to put out a fluff slide like this without having the negotiations to support it behind them. You can bet that something is going to be announced in the near term future. Let's hope the deal really gets the attention of the market place. When you see the week that shares had last week with over 70,000,000 shares changing hands in 5 days there is blood in the water. 32 million shares on Wednesday was an all time record. There were buyers, sellers and perhaps institutional buyers stepping up to get a piece of the future. At the low point last year the institutional holders were down to 15%. Now its back up to 21% but that is low for any public company. Mannkind won't be out of they woods until you see institutional ownership over 50% or more. It has not been over 27% in the last 3+ years.
|
|
|
Post by kc on May 13, 2017 12:54:47 GMT -5
Assuming UAE theory is correct, why would you assume shipment is already sent, or even soon to be sent? If that 'leak' was the product of someone simply getting a shipping quote, or just trying to get a sense how much it might cost if they end up needing to do it, there's no way to know if it will happen this month, next month or even this year. I hope it is true, happens soon etc, but we're probably getting way ahead of ourselves (and MNKD) if the deal isn't even signed yet. I'm in the logistics business. If the shipping quote was accurate you would not have seen it on a public web site. There are quoting tools that are used 24-7 by companies, logistic companies, freight forwarders that have no public access. The posting was a game played by some shill who was trying to manipulate the market. Even amateur shippers working for a company would not have posted that information. I don't doubt that a shipment is being planned but not on a freight forwarding brokerage web site. Drug transportation is specialized and the MannKind department handling the exporting of the Afrezza whether internal or external distribution would not have published it on that site. I call BS. BS.
|
|
|
Post by peppy on May 13, 2017 13:03:47 GMT -5
Assuming UAE theory is correct, why would you assume shipment is already sent, or even soon to be sent? If that 'leak' was the product of someone simply getting a shipping quote, or just trying to get a sense how much it might cost if they end up needing to do it, there's no way to know if it will happen this month, next month or even this year. I hope it is true, happens soon etc, but we're probably getting way ahead of ourselves (and MNKD) if the deal isn't even signed yet. I'm in the logistics business. If the shipping quote was accurate you would not have seen it on a public web site. There are quoting tools that are used 24-7 by companies, logistic companies, freight forwarders that have no public access. The posting was a game played by some shill who was trying to manipulate the market. Even amateur shippers working for a company would not have posted that information. I don't doubt that a shipment is being planned but not on a freight forwarding brokerage web site. Drug transportation is specialized and the MannKind department handling the exporting of the Afrezza whether internal or external distribution would not have published it on that site. I call BS. BS. we will know soon enough www.screencast.com/t/WGgyVVcy
|
|
|
Post by madog365 on May 13, 2017 13:06:28 GMT -5
oK then how about off the top of your head? What would be some of the most recent deals he said were in the works that did not come to fruition? Ok, off the top of my head. Go back and read the transcripts from the 5/9/16 Q1 earnings call or the 5/12/16 Bank of America Merrill Lynch Health Care Conference. I can't remember which one it was where Matt said they were close to closing a foreign deal (which gave the impression it could happen by June). You think I'm just making this up? Just because you haven't heard it doesn't mean it didn't happen. Personally, I would listen to those who have been here a long time for the best sense of direction of Mannkind. But of course you're free to believe as you wish. We have all been there and done that. I disagree with you. Mannkind as a company is ultra conservative and while Matt has referenced ex-us partnership discussions before verbally , they have never put anything in writing, not like the slide that was presented for the 1q call. They simply wouldn't do that unless this thing was very close to final, otherwise they could face legal repercussions. IMO these discussions have been ongoing for over a year, these things take time and once announced will make sense as to why the throughout this whole process the management has remained so confident while so many people on the outside lost confidence. Also I do believe therequest for shipping quote was real, and was someone from Mannkind or the buyer just doing research on pricing. It's just too random to think someone would make that up - we'll know soon either way.
|
|
|
Post by kc on May 13, 2017 13:12:58 GMT -5
Ok, off the top of my head. Go back and read the transcripts from the 5/9/16 Q1 earnings call or the 5/12/16 Bank of America Merrill Lynch Health Care Conference. I can't remember which one it was where Matt said they were close to closing a foreign deal (which gave the impression it could happen by June). You think I'm just making this up? Just because you haven't heard it doesn't mean it didn't happen. Personally, I would listen to those who have been here a long time for the best sense of direction of Mannkind. But of course you're free to believe as you wish. We have all been there and done that. I disagree with you. Mannkind as a company is ultra conservative and while Matt has referenced ex-us partnership discussions before verbally , they have never put anything in writing, not like the slide that was presented for the 1q call. They simply wouldn't do that unless this thing was very close to final, otherwise they could face legal repercussions. IMO these discussions have been ongoing for over a year, these things take time and once announced will make sense as to why the throughout this whole process the management has remained so confident while so many people on the outside lost confidence. Also I do believe therequest for shipping quote was real, and was someone from Mannkind or the buyer just doing research on pricing. It's just too random to think someone would make that up - we'll know soon either way. You can get quotes 24-7 without ever posting anything publicly. I still call BS- BS Here try this link you'll see how easy it is www.icontainers.com/ship-container/dubai Go search for yourself. steamship lines serving Newark to Abu Dhabi pricing
|
|
|
Post by madog365 on May 13, 2017 13:18:45 GMT -5
I disagree with you. Mannkind as a company is ultra conservative and while Matt has referenced ex-us partnership discussions before verbally , they have never put anything in writing, not like the slide that was presented for the 1q call. They simply wouldn't do that unless this thing was very close to final, otherwise they could face legal repercussions. IMO these discussions have been ongoing for over a year, these things take time and once announced will make sense as to why the throughout this whole process the management has remained so confident while so many people on the outside lost confidence. Also I do believe therequest for shipping quote was real, and was someone from Mannkind or the buyer just doing research on pricing. It's just too random to think someone would make that up - we'll know soon either way. You can get quotes 24-7 without ever posting anything publicly. I still call BS- BS I agree with you and before the 1q call I also called bs on the quote. It was just a very weird coincidence that the quote came a week before the call where matt all butconfirmed the Middle East country connection. I'm not sure Mannkind meant for that post to be public, it's possible an accidental leak by an employee happened - or maybe it was a purposeful hint left out for us retail bag holders (doubtful)or just another cruel joke by someone. I'm leaning towards number 1 but agree number 3 is also possible.
|
|
|
Post by kc on May 13, 2017 13:29:57 GMT -5
There are specialized steamship lines import drayage companies that specialize in various middle eastern countries. Here is a link to one you can see how easy it is to do online quoting. This is a basic quoting tool that you would then have to head back special information like drayage from Newark New Jersey to Danbury Connecticut and back to the port. Specialized conditions such as temperature controlled steamship containers. There are many value add's but you would not see it posted on a public site. Click on this link to see for yourself how easy it is to find a pricing tool. www.icontainers.com/ports/jebel-ali Whoever would be involved in planning for a shipment probably would've gone to a broker directly who would put the transportation plan together for MannKind.
|
|
|
Post by promann on May 13, 2017 13:36:28 GMT -5
Am I missing something? Did someone with actual knowledge and facts state for sure that 10.5 tons of AFREZZA is either at, in transit, be loaded and bound for, thought of posting on a message board that it's heading to UAE or some other small Middle East nation? When will it show up as account due? When does it count as a sale? Facts only! Please get your heads out of the clouds and look for what you know, not what you hope. This whole board is made up of hypothesis and investigative work on what's going on at MNKD. They are a very secretive bunch and are very careful not to leave many clues. But us longs enjoy a little detective work on this board to try to figure out what is going on behind the scenes . If you are concerned with just reading facts help yourself to all the MNKD transcripts. Personally I give this shipment to Dubai a big chance it's real but nobody here is saying its a fact. It's just all a big speculation and that's all we have to go on.. My head is not in the clouds just keeping a watchful eye on my investment that has almost completely wiped me out of a life times worth of savings.
|
|
|
Post by promann on May 13, 2017 13:45:03 GMT -5
Ok, off the top of my head. Go back and read the transcripts from the 5/9/16 Q1 earnings call or the 5/12/16 Bank of America Merrill Lynch Health Care Conference. I can't remember which one it was where Matt said they were close to closing a foreign deal (which gave the impression it could happen by June). You think I'm just making this up? Just because you haven't heard it doesn't mean it didn't happen. Personally, I would listen to those who have been here a long time for the best sense of direction of Mannkind. But of course you're free to believe as you wish. We have all been there and done that. I disagree with you. Mannkind as a company is ultra conservative and while Matt has referenced ex-us partnership discussions before verbally , they have never put anything in writing, not like the slide that was presented for the 1q call. They simply wouldn't do that unless this thing was very close to final, otherwise they could face legal repercussions. IMO these discussions have been ongoing for over a year, these things take time and once announced will make sense as to why the throughout this whole process the management has remained so confident while so many people on the outside lost confidence. Also I do believe therequest for shipping quote was real, and was someone from Mannkind or the buyer just doing research on pricing. It's just too random to think someone would make that up - we'll know soon either way. Also maybe Matt was very close to closing a deal and it fell through.. It does not mean he was lying or not being truthful. These things happen.. It's probably why he no longer says anything until the deal has been made.. I for one do not think Matt has made things up or lied to us. He's always tried to be honest and he has been working hard to bring this company out of the gutter.
|
|
|
Post by scoy on May 13, 2017 13:58:09 GMT -5
Ok, off the top of my head. Go back and read the transcripts from the 5/9/16 Q1 earnings call or the 5/12/16 Bank of America Merrill Lynch Health Care Conference. I can't remember which one it was where Matt said they were close to closing a foreign deal (which gave the impression it could happen by June). You think I'm just making this up? Just because you haven't heard it doesn't mean it didn't happen. Personally, I would listen to those who have been here a long time for the best sense of direction of Mannkind. But of course you're free to believe as you wish. We have all been there and done that. I disagree with you. Mannkind as a company is ultra conservative and while Matt has referenced ex-us partnership discussions before verbally , they have never put anything in writing, not like the slide that was presented for the 1q call. They simply wouldn't do that unless this thing was very close to final, otherwise they could face legal repercussions. IMO these discussions have been ongoing for over a year, these things take time and once announced will make sense as to why the throughout this whole process the management has remained so confident while so many people on the outside lost confidence. Also I do believe therequest for shipping quote was real, and was someone from Mannkind or the buyer just doing research on pricing. It's just too random to think someone would make that up - we'll know soon either way. I pray no one claims it was random. Mannkind spent years, has an FDA approved drug, has dozens of patents, hired scores of employees, and sells 20K of Afrezza a day. The promotional team could've easily cleared 2 million a day, or more, earlier this week. As far as anyone can tell, Mannkind didn't benefit, or have anything to do with it. Their comment is short and sweet: The Company’s current strategy for future commercialization of Afrezza outside of the United States, subject to receipt of the necessary foreign regulatory approvals, is to seek and establish partnerships in foreign jurisdictions where there are appropriate commercial opportunities.
|
|
|
Post by brotherm1 on May 13, 2017 14:16:31 GMT -5
I like your post but you lost me on this: "The promotional team could've easily cleared 2 million a day, or more, earlier this week."
Would you please elaborate a bit on that?
|
|
|
Post by mikesmilitaria on May 13, 2017 14:24:09 GMT -5
UAE had placed a huge order for Exubera 10 years ago but the product was pulled from the market. The order for Afrezza is the real deal.
|
|