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Post by sportsrancho on Nov 10, 2017 14:25:51 GMT -5
Yes, yes, and yes! To every word:-) Spot on. Agree, but kc is a sharp individual, so I'm wondering.... I know Mike didn’t want to go and I don’t blame him. Look what a mess they created last year. Charles was mad..and then no pictures and that wasn’t even the half of it! I don’t see much point. |
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Post by compound26 on Nov 10, 2017 14:31:17 GMT -5
Mike on the STAT trial: The next trial is called the APEC Study this is a Type I patient experience trial that we expect to start enrolling in early 2018. This trial as well as the pediatric Phase 3 trial will be influenced by the outcomes of the STAT study. The STAT study for those of you who don't know was a time and range trial looking at using Afrezza with CGM head to head against mealtime influence. This is a pilot study that was started in July and completed in the month of November. We will present these results in 2018 and hopefully we will understand them shortly. So there was also this trial that will really help influence how we think about the design and execution of other larger Type I study that we are looking to execute. The completion of the STAT trial would give us very clear direction as we think about the next set of investments we make. seekingalpha.com/article/4122005-mannkinds-mnkd-ceo-michael-castagna-q3-2017-results-earnings-call-transcript?part=single |
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Post by dreamboatcruise on Nov 10, 2017 15:39:17 GMT -5
The ADA has been traditionally when the industry is all there attending the Study sessions about new findings. They gather the big thought leaders to present the study materials. If I were Mannkind, and the study results are compelling, I would consider the economic benefit of releasing that data ASAP in lieu of holding it for 6 months. One of our PB members sent questions to investor relations recently and posted replies here (I'm taking at face value that this was legit). One question was about STAT results. Investor relations said that MNKD does not control the publishing/release of STAT info since the STAT study is being conducted by Univ CO. It this scenario it is very possible that there could be significant delay until the ADA or publication in a journal. I too hope that MNKD might have negotiated to get the right to share the results under NDA with insurers and potential partners prior to the actual release/publication. |
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Post by dreamboatcruise on Nov 10, 2017 15:49:50 GMT -5
falconquest which do you prefer : devaluation or bankruptcy? Those are the choices. Checks and balances. Speaking of devaluation... has congress ever doubled the debt ceiling in one vote? This is precisely why some of us are upset of the vote we are presented. Management has picked a huge number (I've yet to have anyone say they've ever seen a doubling of authorized shares for a public company), and undoubtedly would then act like anyone voting against it is wanting bankruptcy. Doubling of shares vs bankruptcy is a needless false binary choice created by management. Which would I prefer... a lot less authorized shares until management has a track record of successfully creating investment value with dilution rather than destroying it. I will be voting against it as a message that I don't appreciate the choice they are forcing upon us and don't appreciate that they didn't even feel the need to seriously address the finances and the proxy on the CC. I urge others that are upset to do the same. I have no illusion that the no vote will prevail. |
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Post by rockstarrick on Nov 10, 2017 16:20:11 GMT -5
falconquest which do you prefer : devaluation or bankruptcy? Those are the choices. Checks and balances. Speaking of devaluation... has congress ever doubled the debt ceiling in one vote? This is precisely why some of us are upset of the vote we are presented. Management has picked a huge number (I've yet to have anyone say they've ever seen a doubling of authorized shares for a public company), and undoubtedly would then act like anyone voting against it is wanting bankruptcy. Doubling of shares vs bankruptcy is a needless false binary choice created by management. Which would I prefer... a lot less authorized shares until management has a track record of successfully creating investment value with dilution rather than destroying it. I will be voting against it as a message that I don't appreciate the choice they are forcing upon us and don't appreciate that they didn't even feel the need to seriously address the finances and the proxy on the CC. I urge others that are upset to do the same. I have no illusion that the no vote will prevail. So let's just say the "NO" vote does prevail,,,,, then what ?? |
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Post by itellthefuture777 on Nov 10, 2017 16:20:58 GMT -5
1 reason comes to mind..partners..equity..
Who? Merck? Sanofi? Pfizer? Glaxo? hmm
dunno
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Post by dreamboatcruise on Nov 10, 2017 16:43:34 GMT -5
Checks and balances. Speaking of devaluation... has congress ever doubled the debt ceiling in one vote? This is precisely why some of us are upset of the vote we are presented. Management has picked a huge number (I've yet to have anyone say they've ever seen a doubling of authorized shares for a public company), and undoubtedly would then act like anyone voting against it is wanting bankruptcy. Doubling of shares vs bankruptcy is a needless false binary choice created by management. Which would I prefer... a lot less authorized shares until management has a track record of successfully creating investment value with dilution rather than destroying it. I will be voting against it as a message that I don't appreciate the choice they are forcing upon us and don't appreciate that they didn't even feel the need to seriously address the finances and the proxy on the CC. I urge others that are upset to do the same. I have no illusion that the no vote will prevail. So let's just say the "NO" vote does prevail,,,,, then what ?? Then they could schedule another vote with a more reasonable number of shares. The cash on hand does allow for that. But I would certainly think they've already lined up enough votes. If they haven't done that already for such a shocking request and no attempt to convince retail investors on the CC, then management is incompetent, which I do not believe they are. I urge others that feel as I do about this issue to register their displeasure by voting NO. |
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Post by kc on Nov 10, 2017 16:54:24 GMT -5
One of our PB members sent questions to investor relations recently and posted replies here (I'm taking at face value that this was legit). One question was about STAT results. Investor relations said that MNKD does not control the publishing/release of STAT info since the STAT study is being conducted by Univ CO. It this scenario it is very possible that there could be significant delay until the ADA or publication in a journal.I too hope that MNKD might have negotiated to get the right to share the results under NDA with insurers and potential partners prior to the actual release/publication. Lizards are smart creatures..... It this scenario it is very possible that there could be significant delay until the ADA or publication in a journal. |
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Post by falconquest on Nov 10, 2017 16:57:00 GMT -5
falconquest which do you prefer : devaluation or bankruptcy? Those are the choices. Quite frankly I would prefer a third option that you didn't mention. It's called profitability. You know, when a company actually sells enough of their product to fund related costs? |
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Post by sportsrancho on Nov 10, 2017 17:38:08 GMT -5
How many times are you going to post that you are voting no? Four or five more times?
Ok, I’ll start posting every day I am voting YES!
Hello is anyone out there?
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Post by alethea on Nov 10, 2017 18:05:09 GMT -5
How many times are you going to post that you are voting no? Four or five more times? Ok, I’ll start posting every day I am voting YES! Hello is anyone out there? Yeah, he's only posted about it maybe 10 times or more. I too am voting YES. Hell YES. |
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Post by dreamboatcruise on Nov 10, 2017 18:07:46 GMT -5
How many times are you going to post that you are voting no? Four or five more times? Ok, I’ll start posting every day I am voting YES! Hello is anyone out there? Hi! Just until the vote. I promise I won't try to convince people after it's over. I have a feeling you have less heavy lifting to convince people to be on your side, but certainly weighing in on a shareholder vote is potentially one of the most important functions of a discussion community like this, so I encourage you to actively participate in corporate governance using your powers of persuasion. |
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Post by therealisaching on Nov 10, 2017 18:14:25 GMT -5
Dbc where do you stand?
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Post by sportsrancho on Nov 10, 2017 18:17:21 GMT -5
How many times are you going to post that you are voting no? Four or five more times? Ok, I’ll start posting every day I am voting YES! Hello is anyone out there? Hi! Just until the vote. I promise I won't try to convince people after it's over. I have a feeling you have less heavy lifting to convince people to be on your side, but certainly weighing in on a shareholder vote is potentially one of the most important functions of a discussion community like this, so I encourage you to actively participate in corporate governance using your powers of persuasion. Well now we have Joey’s poll.. |
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Post by kc on Nov 10, 2017 20:40:53 GMT -5
Between Mann Group and Deerfield they probably have the votes already.
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