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Post by boytroy88 on May 13, 2017 22:05:59 GMT -5
As someone mentioned earlier it doesn't have to be a quote for the initial shipment. They might be just trying to be prepared for when upper management ask for what options and costs are available.
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Post by kuka on May 14, 2017 2:07:39 GMT -5
nobody here knows if there WERE shipments of Afrezza also shipped by air to the UAE...its too coincidental that UAE has come up recently and the Huge Volume last week.
Based on the ER Slide and other factors, I am pretty sure that UAE approval will be confirmed at the ASM. FDA Approval is enough for UAE approval ..the paperwork is a formality.
Remember Foreign Sales are IMPOSSIBLE without an International Partner .... and that IS AMGEN.
This stock is going to pop prob this week.
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Post by sportsrancho on May 14, 2017 6:26:35 GMT -5
Oh I'm sure somebody here knows:-) Although it's not me..
There's something happening here What it is ain't exactly clear There's shorts everywhere Telling me I got to beware
I think it's time we stop, children, what's that sound Everybody look what's going down
There's battle lines being drawn Nobody's right if everybody's wrong Young people speaking their minds Getting so much resistance from behind
It's time we stop, hey, what's that sound Everybody look what's going down
What a field-day for the heat A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side
It's s time we stop, hey, what's that sound Everybody look what's going down
Paranoia strikes deep Into your life it will creep It starts when you're always afraid You step out of line, the man come and take your money away
We better stop, hey, what's that sound Everybody look what's going down Stop, hey, what's that sound Everybody look what's going down Stop, now, what's that sound Everybody look what's going down Stop, children, what's that sound..it's a dreamboat! Everybody look what's going down
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Post by akemp3000 on May 14, 2017 6:34:07 GMT -5
Very apropos Sports! Who would have thought Buffalo Springfield knew about MNKD back in the day
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Post by nadathing on May 14, 2017 6:54:19 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. As my first sales manager told me when I started in 1983: It becomes a sale when the check clears.
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Post by dreamboatcruise on May 14, 2017 9:52:46 GMT -5
As the 10.5 tons of Afrezza ships from Danbury and arrives in Abu Dhabi, how and when exactly would it be required to be reported as sales, income, scripts? When would MNKD be required to share this information with the public and shareholders, i.e. a material event? It would be appreciated if these questions are addressed directly versus misdirection comments about whether or not this is happening. So the blind assumption that it is happening isn't at all misdirection? Pointing out that it may well be rumor is the misdirection... well, ok, I can play by those rules for this "game". Undoubtedly the reason for the secrecy about the "shipment" is that Mannkind is doing so well, that money is piling up at a rate where they can barely handle it. This is the "embarrassment of riches" which Mannkind has spoken about. While ordinarily such an important accomplishment as adding a new region to Afrezza and securing a huge initial purchase would be announced, Mannkind is and will continue to take extraordinary measures to hide these accomplishments due to management being thoroughly embarrassed by their accomplishments and the riches that have ensued. These are very humble people. Sadly we may never learn of these wonderful things going on behind the scenes. We should thank them for not gloating over it... and thus embarrassing us shareholders as well. Ooops... sorry for misdirecting with sarcasm. I think you belittle many others on here when you characterize very legitimate questions about the validity of rumors as "misdirection" as if our motives have some nefarious motivation. If you simply don't want to hear anyone other than someone echoing your own hype, I for one would accommodate you if you'd simply state that you don't want to be questioned and only want MNKD praise... no need to question motives by claiming people are trying to misdirect as if you are the only person that knows the valid direction. Put "[MNKD praise only, please]" or "[Don't question me]" in your thread title, and I'll avoid reading or posting to those threads.
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Post by sportsrancho on May 14, 2017 10:04:03 GMT -5
Wow!
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Post by brotherm1 on May 14, 2017 10:23:14 GMT -5
I think DBC misunderstood his post. I think Akemp was just asking when the sale would become material news IF there would be a shipment. I think he wanted to use the verb transitive "misdirecting" instead of misdirection. Happy Mothers'' Day. There sure are some real mothers on this board 😎
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Post by akemp3000 on May 14, 2017 10:40:09 GMT -5
As the 10.5 tons of Afrezza ships from Danbury and arrives in Abu Dhabi, how and when exactly would it be required to be reported as sales, income, scripts? When would MNKD be required to share this information with the public and shareholders, i.e. a material event? It would be appreciated if these questions are addressed directly versus misdirection comments about whether or not this is happening. So the blind assumption that it is happening isn't at all misdirection? Pointing out that it may well be rumor is the misdirection... well, ok, I can play by those rules for this "game". Undoubtedly the reason for the secrecy about the "shipment" is that Mannkind is doing so well, that money is piling up at a rate where they can barely handle it. This is the "embarrassment of riches" which Mannkind has spoken about. While ordinarily such an important accomplishment as adding a new region to Afrezza and securing a huge initial purchase would be announced, Mannkind is and will continue to take extraordinary measures to hide these accomplishments due to management being thoroughly embarrassed by their accomplishments and the riches that have ensued. These are very humble people. Sadly we may never learn of these wonderful things going on behind the scenes. We should thank them for not gloating over it... and thus embarrassing us shareholders as well. Ooops... sorry for misdirecting with sarcasm. I think you belittle many others on here when you characterize very legitimate questions about the validity of rumors as "misdirection" as if our motives have some nefarious motivation. If you simply don't want to hear anyone other than someone echoing your own hype, I for one would accommodate you if you'd simply state that you don't want to be questioned and only want MNKD praise... no need to question motives by claiming people are trying to misdirect as if you are the only person that knows the valid direction. Put "[MNKD praise only, please]" or "[Don't question me]" in your thread title, and I'll avoid reading or posting to those threads. Me thinks thou protest too much! From this diatribe, it appears nervousness has really set in. All I did was to ask a simple question and to request that it be answered. GLTA!
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Post by scoy on May 14, 2017 12:09:39 GMT -5
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Post by agedhippie on May 14, 2017 12:37:52 GMT -5
Me thinks thou protest too much! From this diatribe, it appears nervousness has really set in. All I did was to ask a simple question and to request that it be answered. GLTA! What is material is a grey area. In this case it's not really relevant because if Mannkind managed to sell a container load of Afrezza to the UAE then management would be shouting it from the roof tops assuming they are even halfway competent. This rumor is the gift that keeps on giving because there are so many reasons why an announcement has not been made yet but will be soon! You have to prove a negative. It's a truly epic troll and my hat is off to the person who came up with it.
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Post by promann on May 14, 2017 12:39:34 GMT -5
It's not in the transcript. It's not a fact, it was found in a erroneous shipping quote by a long poster with some credibility since then it was removed from the shipping quote by who knows who. Most on here are speculating that it was a true quote from MNKD because they did say they are signed on to a Middle East country at the earnings call. We shall see Matt said to stay tuned..
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Post by brotherm1 on May 14, 2017 12:48:44 GMT -5
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Post by mnkdnewbie on May 15, 2017 8:29:02 GMT -5
Interesting Amgen issued notes which netted 3.5 billion and issued a CTO on 5/8 just a coincidence that is when we went from .80 to 1.87? What does Amgen need 3.5 billion for?
Mnkd issues change of control parachute, CTO on 4/26, announce moving headquarters 50 miles down the road just happens to be close to Amgen, announce middle East approval but stay tuned, could we have sold middle East rights or international rights?
First time in a couple years my gut is telling me load up the truck with cheap shares.
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Post by silentknight on May 15, 2017 8:40:04 GMT -5
My thoughts on the "shipment":
1) I find it highly unlikely that any Afrezza has shipped internationally as of yet. Primarily because as Matt pointed out, they aren't approved anywhere yet. For a potential partner to place an order worth millions of dollars to purchase a product that has not been approved simply isn't logical. You don't assume that much risk as a business. Any potential buyer would simply wait for approval before buying in order to ensure that their purchased product is assured to have marketability. Businesses are just that, businesses. They are not casinos and typically avoid such risk and rarely, if ever, put the proverbial cart before the horse.
2) MNKD listed Afrezza sales of approximately $1.2 million for the last quarter if memory serves correct without checking the 10-Q. That most certainly would not include an order of that size if it had indeed shipped. Granted, the "discovery" was found after the new quarter would have started but MNKD has given zero indication that any new sales of Afrezza have taken place aside from the tepid script numbers that we see every week.
3) There is absolutely ZERO evidence that Amgen is involved in any way in this. Amgen's involvement has been debunked before. There is also been no indication of any foreign partnership, although I'll admit that MNKD will need one in order to distribute internationally. My bet is on a regional or national player in the area where they are on file. This is of course assuming approval, which they haven't received yet.
In sum, there's entirely too much speculation on something that hasn't even been confirmed. I agree that this was likely the cause for the run up last week, much to the disbelief of some posters here. I also believe that the failure of this to be confirmed is the cause of the huge sell off on Friday. We shall see.
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