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Post by thekindaguyiyam on Nov 19, 2017 14:44:29 GMT -5
first I want to say that when Mike presents in person I think he does a very good job perhaps his last conference call wasn't his best but it was still very good but where I think he really excels at is in interviews and how it's put down on paper great mF article he really addresses most everything and puts the information out there to make real long does feel great about their investment thanks Mike that was a tough conference call for him. I picked up on his edge of discomfort having to tell us he missed the price point. He also suggested would the miss result in the action if people knew that the TV Advertising campaign was starting "tomorrow". Personally, I don't think we will hear that tone from him again as we have passed through a lot of those hurdles and now it's time to strut our stuff. As he said :"I love my job". Alfred Mann's statement in Mango's post which was an interview with Al: mnkd.proboards.com/thread/9068/alfred-mann-game-changing-gifts provides a primal reminder of the origins of this company; why it was made; and the "passion, persistence, patiences & people" (Al Mann) it takes for a small company to take on the big companies.
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Post by mnholdem on Nov 19, 2017 14:54:53 GMT -5
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Post by brotherm1 on Nov 19, 2017 17:52:18 GMT -5
This article of the interview was a great Sunday morning surprise. So much so I felt like just by seeing the article, I already accomplished enough today and therefore felt good enough to justify just sitting on my duff all day.
Mike commented we only have 4 million shares left. I apparently lost track somewhere. I thought in addition to the 10 million sold recently at $6 we also had about 10 million more to be accessed ATM ?
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Post by centralcoastinvestor on Nov 19, 2017 18:34:57 GMT -5
I read the interview earlier today but now have time to post. This was an awesome interview. On May 17, 2016, I posted on a thread about Mike C.s twitter posts the he was going to kick ass. Finally, it looks like I was right about one thing relating to Afrezza and MannKind. He sounds so confident about what is ahead for the company. How fortunate we are to have him as a CEO.
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Post by madog365 on Nov 20, 2017 9:53:13 GMT -5
Thank you for this article! I joined the MNKD saga in 2014 so had not seen this before - very well written and still rings so true today. I love his reference to the Al Mann conference call quote from 2011: "Some of you may recall a somewhat parallel story regarding my experience in MiniMed, which had protocol which had pioneered in insulin pumps and continuous glucose sensors. After some negative publicity by the serious problem with another company’s pumps, the 3 major companies competing for that market all dropped out. Our stock was then priced at $1.75 per share. Later, Medtronic acquired MiniMed for a split-adjusted $192 per share. The story for MannKind has been similar with the low stock value. I am not suggesting an ultimate future gain by a factor of over 100 for MannKind, but I do remain very optimistic about the value of AFREZZA as well as several other product opportunities at MannKind”.
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Post by celo on Nov 20, 2017 9:56:22 GMT -5
Mike is the greatest CEO. Set the vision he has going forward perfectly. Can't wait to thank him a few years down the road in making Afrezza a game changing drug for millions of diabetics. Thank you to the management of Mannkind and yes the future looks bright.
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Post by madog365 on Nov 20, 2017 10:26:45 GMT -5
Mike is the greatest CEO. Set the vision he has going forward perfectly. Can't wait to thank him a few years down the road in making Afrezza a game changing drug for millions of diabetics. Thank you to the management of Mannkind and yes the future looks bright. He did say you will thank him later...
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Post by brotherm1 on Nov 20, 2017 11:13:31 GMT -5
In the interview Mike reportedly said, “I think it's a good value today. If I could buy more, I would.”
Sounds like he is not able to buy now.
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Post by madog365 on Nov 20, 2017 11:38:00 GMT -5
In the interview Mike reportedly said, “I think it's a good value today. If I could buy more, I would.” Sounds like he is not able to buy now. A few weeks back i posted that i thought that the 10m preferred shares (freed up with TASE delisting) would be sold at a premium to a buy-in partner for additional recapitalization of the company. With the upcoming authorization vote for an additional 120M common shares i still believe this to be the case as they may need to offer some additional incentive to a potential partner by making the preferred stock convertible into a fixed number of common shares, which must be available and authorized to complete this transaction. We know recap is not complete and were told this on the Q3 call: "These are all very positive developments in our ongoing recapitalization plan, however, we are still working on additional actions to recapitalize the company. The actions just summarized do not represent the end to our plans to restructure our debt and secure additional funding." Now if Castagna is aware of such a plan and there is already a verbal commitment from a buyer for these shares, Castagna would not be able to buy shares of Mannkind at this time.
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Post by lennymnkd on Nov 20, 2017 11:47:22 GMT -5
In the interview Mike reportedly said, “I think it's a good value today. If I could buy more, I would.” Sounds like he is not able to buy now. Hmmm , I just took it Mike did not have the personal funds / maybe there is more to the picture 😀
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Post by mytakeonit on Nov 20, 2017 13:05:58 GMT -5
In the interview Mike reportedly said, “I think it's a good value today. If I could buy more, I would.” Sounds like he is not able to buy now. Hmmm , I just took it Mike did not have the personal funds / maybe there is more to the picture 😀 Will you people please stop talking ... at least till I return from Vegas before Xmas. My "powder" has to stay dry at least until then ... if you know what I mean.
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Post by sportsrancho on Nov 20, 2017 13:14:27 GMT -5
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Post by babaoriley on Nov 20, 2017 13:36:32 GMT -5
Mike: "But I think the reality is that if we had more reps or more money, we'd be growing even faster." Even faster than now? LOL, one would only hope. This thread is the biggest Mike love-fest ever. It is not in my nature to join such things. Market really liked the interview. Of course, the interview may have been so good, that the shorts had to pile on this morning. Plus the flap over Claude Mann. But, notwithstanding my cynicism, Mike is working like a dog to get this company going and has made some bold moves, and I like all of those moves. And I really do appreciate his enthusiasm and effort, why, I believe he's more enthusiastic than even Hakan! He's trying to put us in a position to succeed in a big way. I'm just not quite as sure as the rest of you that the results we dream about are going to be realized. I talked to an esteemed member of this board this morning, and he's liking this, and he had turned to the dark side a while back - he's back in the fight! That's a very good sign. Hoping for the VDEX model to grow, that's one of the keys - the correct support/education to help patients use the drug correctly. The VDEX model could well be the thing that delivers us from evil.
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Post by nylefty on Nov 20, 2017 13:59:42 GMT -5
This thread is the biggest Mike love-fest ever. It is not in my nature to join such things. Market really liked the interview. Of course, the interview may have been so good, that the shorts had to pile on this morning. Plus the flap over Claude Mann. What flap? I did a search on this board and see nothing recently about Claude.
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Post by esstan2001 on Nov 20, 2017 14:00:11 GMT -5
Mike: "But I think the reality is that if we had more reps or more money, we'd be growing even faster." Even faster than now? LOL, one would only hope. This thread is the biggest Mike love-fest ever. It is not in my nature to join such things. Market really liked the interview. Of course, the interview may have been so good, that the shorts had to pile on this morning. Plus the flap over Claude Mann. But, notwithstanding my cynicism, Mike is working like a dog to get this company going and has made some bold moves, and I like all of those moves. And I really do appreciate his enthusiasm and effort, why, I believe he's more enthusiastic than even Hakan! He's trying to put us in a position to succeed in a big way. I'm just not quite as sure as the rest of you that the results we dream about are going to be realized. I talked to an esteemed member of this board this morning, and he's liking this, and he had turned to the dark side a while back - he's back in the fight! That's a very good sign. Hoping for the VDEX model to grow, that's one of the keys - the correct support/education to help patients use the drug correctly. The VDEX model could well be the thing that delivers us from evil. Oh Lord, Deliver us from Evil !!! (Does that mean I need to see an Exorcist? ?) edit... Do I recall reading somewhere that Baba is a licensed Exorcist? All this info... kinda makes my HEAD SPIN
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