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Post by trenddiver on Sept 10, 2014 21:45:39 GMT -5
Baba
- Any comment on whether Big Al is the big dog shorting? If so, wouldn't that have a neutral effect on PPS.
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Post by trenddiver on Sept 10, 2014 12:57:36 GMT -5
Couple of takesway:
1. Matt's comment that the company was "starved for cash" and just made it to the finish line was a stupid thing to say, even if true. Big Al was always there as a backup. This comment makes the company look very weak. Sometimes Matt says things that don't need to be said. What was the purpose of the statement? No one asked.
2. Hakin's comment about some ongoing discuussions with one of the major companies to help them identify and manage opportunities for Mannkind's technology. He. called it portfolio management. Wondering what up with that?
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Post by trenddiver on Sept 10, 2014 12:27:43 GMT -5
What a scoundrel this Cramer is? Hope the SEC or some prosecuter gets a hold of this.
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Post by trenddiver on Sept 2, 2014 20:55:03 GMT -5
Maybe the Board can put together some questions for the next CC with one of our esteemed Board members asking the questions on our behalf.
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Post by trenddiver on Aug 30, 2014 19:15:07 GMT -5
Trend gives up. Unfortunately our resident marketing guru just won't engage the Thread Topic which is Super Bowl Ad. Maybe someone else can be more successful. It's a great idea not only for the launch, but I also think it will have a positive effect on the PPS.
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Post by trenddiver on Aug 30, 2014 16:49:33 GMT -5
Mannmade - You artfully avoided answering any of the two questions. Maybe if presented differently you'll put on your creative hat and show us the true marketing genius you are. For discussion sake lets say Mannmade Advertising receives an email that goes like this: Mr. Mannmade, we have decided to go forward with a Super Bowl ad. We have heard all of your reasons why not, but we have decided to do it anyhow and Mr. Mann thinks it a great idea. We'd like to let the viewing public know in a 30 second spot about our revolutionary Afrezza product which will be available soon that will change the lives of millions of people around the world, who currently have diabetes or will become inflicted with diabetes in their lifetime. Can you come up with two good ideas for us? A lot of agencies are contacting us who want this piece of business. We have a long term relationship with your company and don't want to change to another agency. Also, don't give us any more reasons why not to do it, the decision has been made. I know time is short, so can you get back to me by tomorrow. Looking forward to your ideas Best regards Sr. V.P. Marketing Afrezza Read more: mnkd.proboards.com/thread/1231/super-bowl-ad?page=3&scrollTo=9490#ixzz3Bukr3Gjd |
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Post by trenddiver on Aug 29, 2014 23:02:27 GMT -5
Mannmade - thank you for your expertise - so let me pose a couple of questions to you. If Mannkind/Sanofi asked you to come up with a Super Bowl ad, what ideas do you have for such an ad? If Sanofi spent $15mm for 3 - 30 spots on Super Bowl Ads and as a result the PPS of MNKD increased by $1 per share ($400MM increase in MNKD market cap) would you consider this to be a worthwhile expenditure?
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Post by trenddiver on Aug 29, 2014 22:42:30 GMT -5
I just wonder how many of you marketing geniuses have ever marketed any product let alone a new conceptual medical device. Having marketed consumer type health products before, I can tell you it will take (and Sanofi should spend) many mllions of dollars to get this product launched. I am sure Sanofi and it's advertising experts know how to do this. I guess some people on this board have nothing better to do then hash out some futuristic marketing plan. I say, who cares. It doesn't really add to the discussion of the Mannkind investment. If Sanofi had released the marketing plan, that would be fertile grounds for comment. That being said, I think the SuperBowl, with its huge viewing audience would be one of the best advertising vehicles to start to educate America and the world about our revolutionary product, the money spent will be small compared to the huge bump in the market cap of Mannkind that will result from the buzz generated by the ad. Trend This marketing genius spent 25 years in advertising and marketing and has worked on hundreds of campaigns for Claritin, Pepsi, General Motors, Pizza Hut, Con Agra, Disneyland, Taco Bell, ATT, Pain Relievers, Drugs for frequent urination, and too many to actually recount offhand like this. I built an ad agency from scratch with my business partner and we won over 140 awards, including an Emmy before we sold it to a Fortune 100 Company, called NBCU after 18 years. And btw, I have actually done a Super Bowl spot for Lays Potato Chips along with numerous Summer and Winter Olympic Campaigns including the first mobile Olympic Series for Sprint, featuring Jonny Mosely. Campaigns that I have lead have been written up in The WSJ and the NY Times among other pubs as examples of why you would tie into an event like the Olympics (Royal Caribbean Cruise Lines featuring Michele Kwan and Greg Louganis in an on-board Decathlon featuring fun things to do on board) which aired during the summer Olympics, actually two Summer Olympics in a row, as the client was so pleased with it. I don't mean to sound defensive and I do respect everyone's opinion but if you want to ask as you did... then yes this "marketing genius" has been there and done that... including pharma campaigns... |
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Post by trenddiver on Aug 29, 2014 16:44:24 GMT -5
I just wonder how many of you marketing geniuses have ever marketed any product let alone a new conceptual medical device. Having marketed consumer type health products before, I can tell you it will take (and Sanofi should spend) many mllions of dollars to get this product launched. I am sure Sanofi and it's advertising experts know how to do this. I guess some people on this board have nothing better to do then hash out some futuristic marketing plan. I say, who cares. It doesn't really add to the discussion of the Mannkind investment. If Sanofi had released the marketing plan, that would be fertile grounds for comment.
That being said, I think the SuperBowl, with its huge viewing audience would be one of the best advertising vehicles to start to educate America and the world about our revolutionary product, the money spent will be small compared to the huge bump in the market cap of Mannkind that will result from the buzz generated by the ad.
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Post by trenddiver on Aug 28, 2014 21:39:40 GMT -5
Glad that none of you marketing geniuses are working for Sanofi or their ad agency. We want Sanofi to spend millions and millions and more millions on advertising. Besides, we are only sharing 35% of the costs. For sure Afrezza's competitors will be spending tons of money to protect their market share. Super Bowl is perfect.
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Post by trenddiver on Aug 26, 2014 20:21:03 GMT -5
I've posted this before but I'll post it again. There's a voice in the back of my head that keeps asking "is it possible that Big Al's shorting against the box?" to lock in profit for his foundation. It would be an excellent financial planning tool for him. Able to sell shares without having to make any disclosure.
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Post by trenddiver on Aug 25, 2014 20:10:31 GMT -5
What does Mannhind need a marketing/packaging person for? That responsibility is Sanofi's.
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Post by trenddiver on Aug 23, 2014 11:28:02 GMT -5
I seriously doubt that Mannkind will be giving rights to Technosphere to BP. At the ASM, Al said that with any partnership arrangement involving Afrezza, Mannkind would be manufacturing the product. And this turned out to be true. This is obviously to protect the valuable technology and patents from BP's rengineering experts. I believe that any future Technosphere partnership will have the same Mannkind manufacturing requirement. I also believe that even if Sanofi purchase 100% of Afrezza rights, Mannkind would still manufacture the product. It would be like Coca Cola giving away their formulas to the distributors. No way, no how!
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Post by trenddiver on Aug 19, 2014 23:00:48 GMT -5
Would MNKD have been better off with a straight royalty deal vs a percentage of profit deal? I don't know how these BP profit sharing deals work out, but if they are anything like movie deals, the controlling partner shoves all kinds of costs into the deal and minority partner sees very little and has to sue.
I've always felt if you are a minority partner and not in control of the money, you are better off to take a gross royalty. It's a lot cleaner.
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Post by trenddiver on Aug 17, 2014 18:35:01 GMT -5
Ok Baba. You got me on that one. It would be a lot of money and is think the response would be viewed very positive. But I agree, no binary event.
And Dream, I am a CPA (or was). The actual cost of manufacturing Afrezza would be Mnkds COGS. What iMnkd sells Afrezza to the JV would be the JV's COGS. The COGS to each could be different if a recoupment of development costs is permitted in the selling price to the JV.
We will have to see whether there is a profit on these sales to the JV.
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