|
Post by dreamboatcruise on Feb 23, 2018 14:38:09 GMT -5
OMG, let's not read more into this than is in the release. It will be interesting to hear David Kendal for the first time as a MNKD employee - I look forward to that. As for the rest of it, please be prepared for ho-hum. If it's better, great, but experience should have taught us all otherwise. But the fact that it is happening on a day ending in "y" to me means it really has to be something good.
|
|
|
Post by kc on Feb 23, 2018 14:47:42 GMT -5
Then they drop the partnership bomb before the market opens on Tuesday. Sadly I am in a meeting I can't get out of Tuesday from 5PM to 7 PM... Central time.
|
|
|
Post by seanismorris on Feb 23, 2018 14:49:58 GMT -5
I can’t help but notice everyone that developed, and brought Afrezza to market is gone.
Are they going to announce a new strategy or partnership...who knows.
All I know is sales and scripts are stagnant, so this call will be especially important.
I’m disillusioned with America’s health care system, so I’m hoping to hear a strategy outside of it.
Probably no news about the TS pipeline...
Better coverage for Afrezza would be nice, but that wouldn’t result in the short notice for the call (only a press release). I suspect they were waiting for something positive to announce, but it might just be the new hire...
|
|
|
Post by dreamboatcruise on Feb 23, 2018 14:52:34 GMT -5
I am very hopeful, as I cannot remember the last time Mannkind put out an announcement during market hours! The announcement will be at 5 p.m. so after market hours. I suggest that anyone that wants more shares... to buy it on the 27th or sooner. We all know what the earnings will be like, but the "company developments" must be really great to give us a chance to buy shares on the last day of the month. Think about it ... The date is very meaningful. 7 represents good fortune and putting a 2 in front of it is like doubling that. Clearly they are trying to send a signal to us. This is about as strong of a buy signal as I've ever seen for a stock. We've been foolish in the past to think that each conference call was going to be the one... but this time it just feels different... well, actually the same, but it's a good feeling so let's run with it for the weekend. Of course load up on those Mar 2nd call options... and/or lotto tickets.
|
|
|
Post by seanismorris on Feb 23, 2018 14:57:08 GMT -5
The announcement will be at 5 p.m. so after market hours. I suggest that anyone that wants more shares... to buy it on the 27th or sooner. We all know what the earnings will be like, but the "company developments" must be really great to give us a chance to buy shares on the last day of the month. Think about it ... The date is very meaningful. 7 represents good fortune and putting a 2 in front of it is like doubling that. Clearly they are trying to send a signal to us. This is about as strong of a buy signal as I've ever seen for a stock. We've been foolish in the past to think that each conference call was going to be the one... but this time it just feels different... well, actually the same, but it's a good feeling so let's run with it for the weekend. Of course load up on those Mar 2nd call options... and/or lotto tickets. I’m thinking “dreamboat” refers to a new marijuana product, and someone has been heavily testing it. I can’t remember the last time buying before a CC has worked out... But good luck 😉
|
|
|
Post by dreamboatcruise on Feb 23, 2018 15:04:34 GMT -5
The date is very meaningful. 7 represents good fortune and putting a 2 in front of it is like doubling that. Clearly they are trying to send a signal to us. This is about as strong of a buy signal as I've ever seen for a stock. We've been foolish in the past to think that each conference call was going to be the one... but this time it just feels different... well, actually the same, but it's a good feeling so let's run with it for the weekend. Of course load up on those Mar 2nd call options... and/or lotto tickets. I’m thinking “dreamboat” refers to a new marijuana product, and someone has been heavily testing it. I can’t remember the last time buying before a CC has worked out... But good luck 😉 Hmmm... darn, are you also implying that going to the quickie mart stoned just now and using all my mortgage money to buy lotto tickets (and $50 worth of junk food) was NOT a wise investment choice? That can't be right... let me take a hit off the ole hopium pipe, that always clears my head.
|
|
|
Post by mnholdem on Feb 23, 2018 15:09:28 GMT -5
Don't forget that this earnings call follows the rare event of TWO Super moons in a single month AND one of those was an extremely rare Super Blue Blood Moon. Less than a week later, MannKind announces they have hired former ADA Chief Scientific and Medical Officer Dr. David Kendall.
Come on! Do you need a meteor to land on your head before you recognize this as a monumental earnings call? The ancients launched wars and overthrew empires based on fewer signs than this. A Diabetes War is imminent!
Plus, Sports just disclosed that she found one of those blue pills on the floor in her entryway? You KNOW that something is up...or soon will be!
|
|
|
Post by barnstormer on Feb 23, 2018 15:12:56 GMT -5
Ok I am breaking out the Ouija Board and Tarot cards.
|
|
|
Post by nadathing on Feb 23, 2018 15:13:36 GMT -5
So...three business days from now.... I’m trying to keep my expectations low, but it’s pretty hard when we know they’re in active partnership negotiations and announce a meeting of this importance in the same amount of time that would be needed to disclose material events!!!! They are in active partner negotiations? When did that happen? Who is it with? We were told they hired a firm to seek deals, but I don't recall anyone saying there was a deal actively being negotiated. Did I miss something? Why are we still at $3 if a deal is being negotiated? I would think that the news would make the pps go higher than $3.
|
|
|
Post by lennymnkd on Feb 23, 2018 15:13:53 GMT -5
So much pessimism about the call around here , you know it’s just gotta work this time ! 😀👍
|
|
|
Post by nadathing on Feb 23, 2018 15:17:03 GMT -5
So...three business days from now.... I’m trying to keep my expectations low, but it’s pretty hard when we know they’re in active partnership negotiations and announce a meeting of this importance in the same amount of time that would be needed to disclose material events!!!! They've been in partnership talks for two years now. Though I guess annual earnings call is important... only happens once a year. I know they have been looking for partners. I know of no actual talks or negotiations. What did I miss?
|
|
|
Post by seanismorris on Feb 23, 2018 16:10:22 GMT -5
The only clarity I have to offer is nice and crisp emojis.
After MannKind’s CC’s 50% of the time I’m 😟 25% of the time I’m 😬 5% of the time I’m 🤬 15% of the time I’m 🧐 5% of the time I’m 😀
100% of the time MannKind management’s 🤥
|
|
|
Post by porkini on Feb 23, 2018 16:26:30 GMT -5
Don't forget that this earnings call follows the rare event of TWO Super moons in a single month AND one of those was an extremely rare Super Blue Blood Moon. Less than a week later, MannKind announces they have hired former ADA Chief Scientific and Medical Officer Dr. David Kendall.
Come on! Do you need a meteor to land on your head before you recognize this as a monumental earnings call? The ancients launched wars and overthrew empires based on fewer signs than this. A Diabetes War is imminent!
Plus, Sports just disclosed that she found one of those blue pills on the floor in her entryway? You KNOW that something is up...or soon will be!
Maybe should have read, "Less than a week later and a mere two days after the Philadelphia Eagles put a major ripple in the Force, MannKind announces they have hired former ADA Chief Scientific and Medical Officer Dr. David Kendall."
|
|
|
Post by tarheelblue004 on Feb 23, 2018 16:28:08 GMT -5
Mike Castagna at NobleCon (~4 weeks ago): “We’re working on international expansion. They just take time but that should be done soon.” It's minutes 22:58 - 23:02 of the webex posted to the Mannkind website; link below. It's also not the first time that Mike mentioned that they are contracting with partners but it just takes time. noble.mediasite.com/mediasite/Play/3a495467d3b9401aadab15290f339d0d1dDBC...I'm curious as to whether you personally believe that we will see international partnership deals, let's say in the next 2 months (though I think we'll have at least one announced on Tuesday). When you talk about 'hopium' and years of no partnerships, one may think you don't believe we'll enter any deals soon. Though you do stop short of stating that. Which is probably wise as our current CEO has been literally checking boxes off a checklist, has International Expansion as the next box on the list, and says at a conference that the deals will be done soon. Looking forward to your response
|
|
|
Post by barnstormer on Feb 23, 2018 16:47:46 GMT -5
International expansion seems to be the theme of Mike's new Twitter along with the new wife. Nice! twitter.com/castagna2011
|
|