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Post by sportsrancho on Aug 20, 2017 10:29:59 GMT -5
Ten days left. Any guesses on what will be talked about?
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Post by mnkdfann on Aug 20, 2017 10:48:04 GMT -5
Are we basing this on just what was said in the earnings call? According to the transcript, Castagna said: "we’re going to have investor updates twice in the month of September and we’ll give a little bit more clarity around how we sequence out the pipeline and the filter that we use, so that will be coming out in September timeframe".
If the above is all we know, I would just comment that investor updates needn't be in the form of conference calls. (Mind you, I expect they will be.) Some companies do investor updates via emails, mailings, press releases, etc.
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Post by agedhippie on Aug 20, 2017 11:31:19 GMT -5
At least one of those is going to have to be to say whether or not Deerfield is moving the extension from 31st August to 31st October. Hopefully something about finding at the same time.
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Post by mango on Aug 20, 2017 15:49:03 GMT -5
Ten days left. Any guesses on what will be talked about? There will be some exciting announcements. Please, stay tuned. mango here, just trying to understand how the ADA doesn't know what glucose homeostasis is. Oh well, one day at a time.
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Post by babaoriley on Aug 20, 2017 17:04:52 GMT -5
They will talk about where more money is coming from.
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Post by dreamboatcruise on Aug 20, 2017 17:10:47 GMT -5
One will be financial and the other the label change. At least that's what my tarot cards say.
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Post by falconquest on Aug 20, 2017 17:23:23 GMT -5
They will talk about where more money is coming from. They better. The time for can kicking is over. They also need to sell product because without increasing sales any financial solution short of selling the company is kicking a can in my opinion
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Post by dreamboatcruise on Aug 20, 2017 17:32:07 GMT -5
falconquest... it may be another short term fix, but if they can meet the sales projections for 2H2017 and if 2018 formularies show improved positioning, I think share price will react positively and then a longer term fix could become possible.
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Post by peppy on Aug 20, 2017 18:19:13 GMT -5
still pumping hopium here, I hope one is UAE sale for a few million dollars of afrezza. Remember that one?
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Post by dreamboatcruise on Aug 20, 2017 18:33:59 GMT -5
still pumping hopium here, I hope one is UAE sale for a few million dollars of afrezza. Remember that one? Sometimes a light drip of hopium is good while the patient is being stabilized. Though making up false rumors such as UAE shipment to pump the share price does no one (other than the pump and dumpers) any good because at best it has temporary effect until exposed as false, creating volatility that doesn't attract people looking for an investment rather than a roller coaster ride.
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Post by sportsrancho on Aug 20, 2017 18:34:05 GMT -5
still pumping hopium here, I hope one is UAE sale for a few million dollars of afrezza. Remember that one? I think that will be a PR? Although maybe not. Maybe it will be about what the main road blocks are. What the plan is to get over them and where we are headed as a company. And could be some questions answered that there were not time for on the CC.
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Post by falconquest on Aug 20, 2017 18:55:22 GMT -5
falconquest ... it may be another short term fix, but if they can meet the sales projections for 2H2017 and if 2018 formularies show improved positioning, I think share price will react positively and then a longer term fix could become possible. I don't disagree. Confidence in Mannkind will ultimately depend on their ability to commercialize Technosphere products including Afrezza AND others. To date unfortunately, Mannkind is unproven in the marketplace. (That is not to say they don't have the best insulin ever created so please don't misunderstand). Until they can prove commercial success then market confidence will be fleeting.
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Post by peppy on Aug 20, 2017 19:20:01 GMT -5
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Post by bmkb24 on Aug 20, 2017 23:28:58 GMT -5
IMO... The first one will be the label change related, and the second one about possible M&A, which -- again based on my opinion -- they were preparing for since February/March of this year... Not expecting any new deal nor any dilution announcement before the M&A gets finalized.
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Post by promann on Aug 21, 2017 0:18:17 GMT -5
Label change decision is by September 30 but some how I think that is a 3rd or another thing happening in September.. If I was to guess I think there might be some revelation of RLS. I always thought they paid on Haken till July of this year to keep him quite of some kind of dealings in the works, Maybe another partnership with technosphere pipe line, perhaps the lawyers are saying the contract / closing is scheduled for September hopefully bringing in 10s of millions in upfront cash. What ever is happening has probably been in the works for months and has more then likely Cash coming! The question is how much and I'm hopeing / betting it's not a loan or dilution .
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