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Post by kball on Apr 27, 2018 17:03:06 GMT -5
Oh did I mention that Bioexec25 and myself will be leading a work- out at 6 AM in the hotel Wednesday morning. I’ll be doing the free weights, and he’ll be leading a short run for cardio😎🤣 6:30 Wed morn. Passerby : Why is that group of joggers screaming, cussing, and pulling their hair out? Passerby #2: No idea. But somethings not right with that group |
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Post by mnholdem on Apr 29, 2018 9:03:40 GMT -5
You guys: Try be careful not to set off any regional seismometers.   |
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Post by bioexec25 on Apr 29, 2018 10:53:00 GMT -5
You guys: Try be careful not to set off any regional seismometers. Haha. Normally we probably would set them off, but thankfully we heard they will be recalibrated overnight for the seismic activity at Mannkind Corp later in the day. ;-D |
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Post by ilovekauai on Apr 30, 2018 9:52:38 GMT -5
I hope shareholders are prepared to ask some hard questions at the AM. This is sorely needed. And, if the company tries to time limit us out, they know to know immediately that is not acceptable until all questions are fielded.
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Post by peppy on Apr 30, 2018 10:06:02 GMT -5
I hope shareholders are prepared to ask some hard questions at the AM. This is sorely needed. And, if the company tries to time limit us out, they know to know immediately that is not acceptable until all questions are fielded. agreed, rent the room for twice the time. Get body camera's. |
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Post by babaoriley on Apr 30, 2018 10:30:14 GMT -5
"Mike, wouldn't you agree that if we have not brought in cash through deals such that we do not need to offer more stock AND scripts are less than 1,000/wk by the end of the year, you should step down?"
To me, the above is a tough, nasty question. Just asking him how he's going to get the script count up or finance the company's operations won't have much of an impact, he'll go into the same old mantra. With the question above, it has an impact, however slight, even though the answer is simple, he would launch into the answer to the easier question of how he intends to increase scripts and raise money non-dilutively.
I don't think Mike will be placed into any corners, but he might be embarrassed by some questions - hopefully the attendees won't be embarrassed by the questions. He's trying hard, trying the best he knows how, got Kendall to join, I don't want to be nasty or have anyone else be nasty, I just want to try to figure if he's genuinely optimistic or not. The effort is there, and I'm not sure anyone we might get would do any better.
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Post by peppy on Apr 30, 2018 10:37:12 GMT -5
Afrezza as Standard of care. What is the plan?
Type one, type two. Endo, General Care physician?
How do you plan to increase scripts and what do your next 12 month projections for weekly scripts look like?
What are your projections to break even? In other words, how long until we reach break even?
Is MNKD running Afrezza commercials on television screens in physician offices? (Outcome Health for in physician's waiting room TV Advertising.)
what does your overall advertising promotional campaign look like moving forward and what type of media mix do you plan?
What are the fixed manufacturing costs per unit, and what are the variable manufacturing costs per unit. The "unit" can be any measure they like, but one box in the new configuration is probably the most sensible.
we are charging $.79 a unit?
what is a Mannkind Cares Pharmacy and are titration packs available only at such a pharmacy?
What is the refill rate look like over the last two years and what is the projection going forward? Also what are the action items to improve refill rates?
Even thought the estimated Primary Completion Date is July 2020, I would be interested in learning when there might be preliminary information released by the company related to the pediatric trial (ClinicalTrials.gov Identifier: NCT02527265). Might we hear something as early as Spring/Summer of 2019?
What exactly do they hope to accomplish and what results do they expect to see with the reveal of the stat study results?
What is the status of the 1-2 international deals that Mike has brought up twice (1 signed term sheet, 1 soon to be signed)?
What is being done to drive domestic sales of Afrezza?
Status of pipeline, particularly Trepostinil. Is Epipen competitor dead?
What specifically is being done to increase insurance coverage and what is the timetable for full coverage (eg: coverage comparable to our competitors)
What is up with RLS and will it ever bear fruit?
What ever happened to Torrey Pines and the pain patents. Why didn't this get any traction?
What 60 found Afrezza studies? From? Are they published, unpublished? Will they be published? How are you planning to use them?
What are you thinking regarding over the counter possibilities for afrezza sales?
What were the results from the targeted DTC ads that were run in select markets and how will this information be leveraged.?
Do you plan on any more dilutive cap raises this year?
Do sales teams/representatives visit PBM? Insurance companies?
Can Mike and team tell us anything about the STAT results? If so what can MNKD/Mike/Team tell tells?
What is the plan for STAT study result presentation? Detailed please.
The ADA STAT STUDY presentation to be posted on the internet?
Is MNKD/ Afrezza making in roads into any hospital pharmacies?
Many shareholders believe that the stock is grossly undervalued. What do you believe is a fair market cap valuation?
What do you think is a single and most important event / milestone fthe market is waiting for that would trigger a stock price move to that fair valuation?
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Post by mango on Apr 30, 2018 11:33:57 GMT -5
I hope I get an opportunity to talk with Dr. Kendall. Would like to meet Mike.
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Post by dreamboatcruise on Apr 30, 2018 13:06:16 GMT -5
"Mike, wouldn't you agree that if we have not brought in cash through deals such that we do not need to offer more stock AND scripts are less than 1,000/wk by the end of the year, you should step down?" To me, the above is a tough, nasty question. Just asking him how he's going to get the script count up or finance the company's operations won't have much of an impact, he'll go into the same old mantra. With the question above, it has an impact, however slight, even though the answer is simple, he would launch into the answer to the easier question of how he intends to increase scripts and raise money non-dilutively. I don't think Mike will be placed into any corners, but he might be embarrassed by some questions - hopefully the attendees won't be embarrassed by the questions. He's trying hard, trying the best he knows how, got Kendall to join, I don't want to be nasty or have anyone else be nasty, I just want to try to figure if he's genuinely optimistic or not. The effort is there, and I'm not sure anyone we might get would do any better. "Well, there's a very Fine term sheet... and there's RLS... and" "LOOK!... squirrel." |
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Post by babaoriley on Apr 30, 2018 13:16:33 GMT -5
Squirrel? No, no, what do you think Beazer's for?
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Post by dreamboatcruise on Apr 30, 2018 13:54:46 GMT -5
Warning: Intended only for those with a sense of humor. I submitted your questions to investor relations and they promptly provided Mike's responses. Afrezza as Standard of care. What is the plan? Repeat the phrase often and hope investors believe it.Type one, type two. Endo, General Care physician? How do you plan to increase scripts and what do your next 12 month projections for weekly scripts look like? That's a great question and we're soliciting answers. Please call in if you have ideas. We've kept Hakan on the payroll just to answer these sorts of calls.What are your projections to break even? In other words, how long until we reach break even? Is MNKD running Afrezza commercials on television screens in physician offices? (Outcome Health for in physician's waiting room TV Advertising.) Didn't you hear that company was cooking the books. We are thinking of joining the class action suit.what does your overall advertising promotional campaign look like moving forward and what type of media mix do you plan? We plan to spread our $1,000 ad budget as broadly as possibly.What are the fixed manufacturing costs per unit, and what are the variable manufacturing costs per unit. The "unit" can be any measure they like, but one box in the new configuration is probably the most sensible. Roughly speaking, do you know how much it costs to make a Faberge egg... it's more.we are charging $.79 a unit? Really? Maybe we should raise the price, that doesn't sound like much.what is a Mannkind Cares Pharmacy and are titration packs available only at such a pharmacy? It's a pharmacy run by my wife and it brings in a little extra cash.What is the refill rate look like over the last two years and what is the projection going forward? Also what are the action items to improve refill rates? It's not good now, but we plan to start lacing the cartridges with heroin and nicotine to boost the retention rate.Even thought the estimated Primary Completion Date is July 2020, I would be interested in learning when there might be preliminary information released by the company related to the pediatric trial (ClinicalTrials.gov Identifier: NCT02527265). Might we hear something as early as Spring/Summer of 2019? We've only been in the car 15 minutes, stop asking when we'll be there.What exactly do they hope to accomplish and what results do they expect to see with the reveal of the stat study results? We hope it changes everything. Is there a difference between hope and expect... this is proboards.What is the status of the 1-2 international deals that Mike has brought up twice (1 signed term sheet, 1 soon to be signed)? Our term sheet is a very, very, very FINE term sheet with two deals in the yard
Life used to be so hard
Now everything is easy 'cause of... term sheetsWhat is being done to drive domestic sales of Afrezza? Did I mention the heroin idea?Status of pipeline, particularly Trepostinil. Is Epipen competitor dead? Epi is so flatline it couldn't be revived even with with a massive dose of adrenaline, but we're hoping investors will breath easier when we talk about Trepostinil.What specifically is being done to increase insurance coverage and what is the timetable for full coverage (eg: coverage comparable to our competitors) We project full coverage will occur long before the sun burns out.What is up with RLS and will it ever bear fruit? Obviously it must be awesome because we can't say anything about it.What ever happened to Torrey Pines and the pain patents. Why didn't this get any traction? Can I reuse the last answer?
What 60 found Afrezza studies? From? Are they published, unpublished? Will they be published? How are you planning to use them? They are being put together in a Time Life best of the 90's collectors CD edition, soon to be available at the as seen on TV website (Contempory Boogie Woogie Accordion CD free with separate handling fee).What are you thinking regarding over the counter possibilities for afrezza sales? Wow... do you think investors would really fall for that?
What were the results from the targeted DTC ads that were run in select markets and how will this information be leveraged.? We got 2 extra scripts. We'll leverage that data into the file cabinet of secrets.Do you plan on any more dilutive cap raises this year? Duh.Do sales teams/representatives visit PBM? Insurance companies? We send teams on a regular basis, but so far haven't figured out how to get past the security guard in the lobby.Can Mike and team tell us anything about the STAT results? If so what can MNKD/Mike/Team tell tells? The Univ of CO hasn't shared the results with us yet.What is the plan for STAT study result presentation? Detailed please. We plan to show up early so we can get front row seats (and cheese danishes if they have them), and are really hoping the results and presentation are good.The ADA STAT STUDY presentation to be posted on the internet? ADA won't let us do that.Is MNKD/ Afrezza making in roads into any hospital pharmacies? Definitely, but we've recently been told doctors still have to prescribe the stuff and that's proving difficult.
Many shareholders believe that the stock is grossly undervalued. What do you believe is a fair market cap valuation? We were told Al once said $100, and that was before the reverse split... so lacking any other information I'd have to go with $500.What do you think is a single and most important event / milestone fthe market is waiting for that would trigger a stock price move to that fair valuation? Having Novo and Lilly go bankrupt would be a good start. |
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Post by tinkusr8215 on Apr 30, 2018 14:02:43 GMT -5
Afrezza as Standard of care. What is the plan? Type one, type two. Endo, General Care physician? How do you plan to increase scripts and what do your next 12 month projections for weekly scripts look like? What are your projections to break even? In other words, how long until we reach break even? Is MNKD running Afrezza commercials on television screens in physician offices? (Outcome Health for in physician's waiting room TV Advertising.) what does your overall advertising promotional campaign look like moving forward and what type of media mix do you plan? What are the fixed manufacturing costs per unit, and what are the variable manufacturing costs per unit. The "unit" can be any measure they like, but one box in the new configuration is probably the most sensible. we are charging $.79 a unit? what is a Mannkind Cares Pharmacy and are titration packs available only at such a pharmacy? What is the refill rate look like over the last two years and what is the projection going forward? Also what are the action items to improve refill rates? Even thought the estimated Primary Completion Date is July 2020, I would be interested in learning when there might be preliminary information released by the company related to the pediatric trial (ClinicalTrials.gov Identifier: NCT02527265). Might we hear something as early as Spring/Summer of 2019? What exactly do they hope to accomplish and what results do they expect to see with the reveal of the stat study results? What is the status of the 1-2 international deals that Mike has brought up twice (1 signed term sheet, 1 soon to be signed)? What is being done to drive domestic sales of Afrezza? Status of pipeline, particularly Trepostinil. Is Epipen competitor dead? What specifically is being done to increase insurance coverage and what is the timetable for full coverage (eg: coverage comparable to our competitors) What is up with RLS and will it ever bear fruit? What ever happened to Torrey Pines and the pain patents. Why didn't this get any traction? What 60 found Afrezza studies? From? Are they published, unpublished? Will they be published? How are you planning to use them? What are you thinking regarding over the counter possibilities for afrezza sales? What were the results from the targeted DTC ads that were run in select markets and how will this information be leveraged.? Do you plan on any more dilutive cap raises this year? Do sales teams/representatives visit PBM? Insurance companies? Can Mike and team tell us anything about the STAT results? If so what can MNKD/Mike/Team tell tells? What is the plan for STAT study result presentation? Detailed please. The ADA STAT STUDY presentation to be posted on the internet? Is MNKD/ Afrezza making in roads into any hospital pharmacies? Many shareholders believe that the stock is grossly undervalued. What do you believe is a fair market cap valuation? What do you think is a single and most important event / milestone fthe market is waiting for that would trigger a stock price move to that fair valuation? I tried my best :-) What is up with RLS and will it ever bear fruit? RLS? Contact RLS What ever happened to Torrey Pines and the pain patents. Why didn't this get any traction? Umm.. Contact Torry Pines?What are you thinking regarding over the counter possibilities for afrezza sales? AFREZZA is RX only. Dont read much into some ProBoards member's postsWhat were the results from the targeted DTC ads that were run in select markets and how will this information be leveraged.? They were encouraging.( Dodging the absolute #'s . If they are generous , they will say , gained 50%.. 50% of what ? 1 rx or 10rx or 500rx? )Do you plan on any more dilutive cap raises this year? Depends - Nothing is guaranteed . What do you expect him to answer?Do sales teams/representatives visit PBM? Insurance companies? No. MNKD should have a market access team that negotiates with payersMany shareholders believe that the stock is grossly undervalued. What do you believe is a fair market cap valuation? 1-800-PSY-CHICWhat do you think is a single and most important event / milestone fthe market is waiting for that would trigger a stock price move to that fair valuation? 1-800-PSY-CHIC |
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Post by akemp3000 on May 1, 2018 5:50:01 GMT -5
While it's understandable many shareholders are upset with the currently low pps, I'm hopeful questions at the ASM are presented respectfully and answered respectfully. There have been a few suggestions that seem to resemble journalists trying to grill an opposing politician. There's no value in questions that get personal and could be considered insulting. This could do more harm than good. I wish I could attend but am excited to hear so many quality shareholders from this board will be in attendance. With this long journey, MNKD shareholders should be considered the most educated, professional and concerned that follow any company. We're pulling for you to gather and share some good information. GLTA
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Post by falconquest on May 1, 2018 6:41:03 GMT -5
While it's understandable many shareholders are upset with the currently low pps, I'm hopeful questions at the ASM are presented respectfully and answered respectfully. There have been a few suggestions that seem to resemble journalists trying to grill an opposing politician. There's no value in questions that get personal and could be considered insulting. This could do more harm than good. I wish I could attend but am excited to hear so many quality shareholders from this board will be in attendance. With this long journey, MNKD shareholders should be considered the most educated, professional and concerned that follow any company. We're pulling for you to gather and share some good information. GLTA I doubt they will entertain questions from shareholders.......at least on the record. |
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Post by liane on May 1, 2018 6:47:01 GMT -5
The meetings I've attended in Danbury, they took many questions from shareholders, and everything was videoed.
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