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Post by careful2invest on Feb 9, 2017 14:33:59 GMT -5
Chance of 180 day extension granted. 20% Chance of stock price being above dollar for 10 consecutive days before granted extension. 5% Chance of neither happening aka r/s. 76%. Xxxxxxxxx Chance r/s impacts ability to sell afrezza. 0%. I agree with all of the above, with this addition... Chance that a reverse split and the dilution that comes with it's effects the ultimate profit potential to an already heavily invested long. 100%If r/s can be avoided, we are all better off.
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Post by careful2invest on Feb 9, 2017 14:24:55 GMT -5
I like the idea of delivering directly to the patient. Yes, added shipping cost, but cut out distributor and pharmacy cost in the final product. Should make it more attractive to insurers. Also simpler for the patient, and it assures the med gets refilled if on auto-delivery. That would be a cost effective and efficient method to possibly adopt. But in addition, Advertising just needs to happen! Very few people, pwd, doctors have even heard of this revolutionary drug, AFREZZA! As much money as Alfred Mann put in the development and approval, why doesn't the Alfred Mann Foundation do what it takes to get AFREZZA across the finish line? They are in this deep! Let's get it done! Instead of dilution and a reverse split, beating the hell out of the pps and the retail investor... Again!!GLTA!!
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Post by careful2invest on Feb 9, 2017 1:54:20 GMT -5
didnt they say they are making a commercial now and it is in the process of getting FDA approved? Matt said 3-4th month 2017 I think.. Anyways its in the works and TV advertisement will be here as soon as possible. Also sponsoring a Diabetic's Reality TV show. What that is going to consist of is a mystery.. Since MNKD and we shareholders are facing dilution and r/s, (after a three plus year beating) Why would'nt MNKD just put together a short but to the point ad to run on television, Nothing elaborate is necessary. Just a simple segment effectively explaining the benefits of AFREZZA, to get people talking about it! Why they have not done that yet is a mystery to me! It does not cost millions! Look at the number of commercials that are on television that are pushing some nickle dime outfit. They can afford it! Two plus years after FDA Approval of the First and only treatment for Diabetes that mimics a healthy human pancreas known to man! Nearly everyone that I talk to about AFREZZA, have 1) Never heard of it, and 2) are interested in finding out more about it! Even after the debacle with Sanofi, We should not be in this bad of a position! It just does not add up!
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Post by careful2invest on Feb 9, 2017 1:40:47 GMT -5
I don't think any of the R/S stuff would even matter if we started seeing spikes in script numbers. It definitely looks like insurance coverage has improved but there is no exposure, whatsoever, other than from posts and efforts by user/advocates. SNY totally botched the launch with sample packs,lack of understanding with titration, sprirometry,etc... but at least they put out some print ads in major publications. Lets face it, word of mouth recommendations aren't going to get this company where it needs to be in the near-term. If script number stay stagnant after we have a reverse split, the shorts will walk it back down till they don't need to cover. Location, location, location, translates to exposure , exposure, exposure in the pharmacy space, and we have none. Gild isn't the best one to reference these days but early on they had very little insurance coverage but they advertised in every media outlet they could find. I would rather have mgmt. say wtf, like in risky business, and promote they hell out of Afrezza than continue with the slow painful death play. Just my two cents,thats all I have left. Roques, You are spot on! Bottom line is MNKD needs to advertise AFREZZA!We need the exposure! Everyone that I have ever talked to about AFREZZA and how it performs, is interested in it! MNKD needs to spark the interest in AFREZZA! ADVERTISE!!R/S could possibly be avoided if they move on this asap. If they don't, It just does not make sense! Two plus years after FDA Approval and no advertisement...No wonder we are facing delisting, r/s, after dilution, after dilution. It just does not make sense! GLTA TRUE LONGS!
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Post by careful2invest on Feb 7, 2017 22:46:51 GMT -5
How much would would nationwide TV ads cost MNKD??? We really need to start advertising ASAP .... they have had enough time to lay groundwork... dilution wouldn't be so bad if the money was spent on something that increased sales substantially .. They are working on the sales force... hopefully label change will come soon.. sounds like insurance coverage has improved... they also have Mannkind Cares for Docs and patients... so now they need demand .. so how much money does MNKD need to do a decent wide spread DTC campaign... ? I would also argue that a minor price decrease may help .. I know it would help Medicare patients... Sweedee, I could not agree more! AFREZZA was approved two years ago and still nobody has even heard of it (relatively speaking) And Afrezza was almost buried! Without a single television ad! Television advertising at this time could (and most likely would) boost both interest and sales. MNKD needs to find funding for that! I have never launched a revolutionary treatment for any illness, but advertising your product or service in any business is an absolute necessity. Talk about business 101?? Imagine if we would not have gotten the settlement from Sanofi, and ran out of money to continue... People would say, well, "I never saw a single ad on Television or basically anywhere, no wonder it failed." They never promoted it through the tools that most every company uses. Radio, Television, etc. It just does not add up! But I am still not going anywhere, I've lost too much to sell now, and aside from that, I still believe in AFREZZA! And I believe that even through all of the blunders, we will make it! IMHO, The time to advertise is now! GLTA TRUE LONGS
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Post by careful2invest on Feb 2, 2017 16:31:38 GMT -5
OMG... a video? What the heck? looks like a pretty cool video.. I dont really see it as a hit piece but as maybe a buying opportunity! One things for certain, Management at MNKD sure has given us more that enough "buying opportunities"! I am ready to have some selling for profit opportunities!! GLTA TRUE LONGS!
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Post by careful2invest on Feb 2, 2017 15:33:36 GMT -5
From what I understand, the RS request will only be used if necessary and the request for it is just a way to cover MNKD's butt if it needs to. The RS doesn't change your equity value ... especially in this minimally churned stock. The primaries have held nicely and it is only the shorts trying to manipulate it. What I heard on the CC was that although scripts haven't gone up ... sales are actually up from when Sanofi was handling it due to the increased size of scripts contents. I believe I remember up 25%? Anyway, volume today is slightly up but not excessive. Stock price is slightly down, but expected due to people reacting to RS being mentioned. Sales team will be up and running and I feel fairly upbeat on the news. I think that the news of a quite probable (basically inevitable) reverse split that we learned last night is basically as bad as the actual Rs itself. The pps is down, as one would expect, but I think that the rs was/is somewhat priced in our current pps, and the hit on the stock price could have been much worse. Trying to stay positive, yet holding onto reality... GLTA TRUE LONGS!
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Post by careful2invest on Feb 2, 2017 9:13:39 GMT -5
RS in and of itself sucks, but like you said, not the worst thing. Why then did Matt and Mike yesterday sound like they had just been run over by a freight train? I am nervous that there is more bad news. Castagna had no optimism in his voice when describing the new sales team, better insurance coverage or the improved sample / titration packs. The company seems to have one shot now: successful commercialization of Affrezza in the US. Without this, its over. I hear ya! Only Mike and Matt can answer to your concerns. Unfortunately, All that the rest of us can do is speculate! So here we go...Maybe they were just dreading the reaction of the announcement of the possibility of a rs. Maybe they are spent, but personally I do not think that is the case. Do they both feel a bit defeated, how could they not? But there is hope! AFREZZA is revolutionary. People are learning about it! Just not at the speed that all of us would like. Hopefully that changes with the plan that is in place. Time will tell! GLTA TRUE LONGS!
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Post by careful2invest on Feb 2, 2017 8:45:51 GMT -5
Baba, no reason to hold your comments in regarding Mike C. Let them flow. What are you holding back for? It's not like things could possibly be any worse than they are right now. We are all adults and can handle the truth, or at least your opinion. I strongly disagree! Things could get much, much worse. While a rs is not a positive event in the activity of a company, no matter how Matt paints it, It does keep us on Nasdaq. Not being listed on Nasdaq is not the end of the world either, but that too, would be worse. Premarket pps is surprisingly holding up. That could be worse! Maybe the rs was already priced in our current pps. Premarket reflects that, thus far. MNKD could throw in the towel, that too, would be worse! That said... It's not over for MNKD. Thankfully, I like many, have a lot to lose. We can dig out of where we are currently, and thankfully, many things are aligned to make that happen. Dead money for now, (still) but I think (with a little hopium) that we will rise above the situation that we are currently in. Better sales people, Involvement with JDRF, better insurance coverage, better label coming, more exposure of a revolutionary drug platform (AFREZZA) Word needs to get out to more Doctors and PWD, and MNKD is working on all of the above! Tough road ahead, no doubt, but honestly, things could be a lot worse. We may still make it to success, but unfortunately, the timeline just got longer. Hang in there longs! The fat lady has not sung yet! GLTA TRUE LONGS!
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Post by careful2invest on Feb 1, 2017 22:05:49 GMT -5
That was a really sad call. Sad, as in, like losing a family member. I am sorry for all of you that have lost money. This community of share holders is really a cult. One that I wouldn't say I was apart of, but one that influenced my decisions (and that is my own fault) but it taught me a lot. Even now in this thread some still refuse to face the music. MNKD has brought many share holders together through different social media avenues. It gave a lot of people a daily purpose. How many share holders have gone through this day? Get up every morning read proboards, read yahoo, read seeking alpha, stocks down 20% god damn those shorts and their dark pools, script numbers suck again, oh its a controlled launch by sanofi, Adam Feurstein is the devil, Nates news letters is finally here and if he is so good maybe Im not making the wrong decision he wont lead me down the wrong path, shorts are destroying the company, good news is coming next conference call, volkswagon squeeze is coming its coming etc etc etc etc and the reality is LONGS ARE TOO STUBBORN TO ADMIT THEY MADE A BAD BET. When I was in the thick of this investment MNKD became apart of my routine and life. A nightmare groundhog day in which everyday my assets went down even more. Its quite embarassing but I dont blame anyone for getting sucked in. Those damn user reviews......those damn user reviews..... I still do not think that AFREZZA will not end up being successful. Yes, a rs is not the direction that I want to go either, but due to many factors, this is where we find ourselves. But you never know... Here's one for you...What if this threat of a rs is merely a ploy to shake out the weak, Then a partnership (or anything super positive)gets announced and the shorts get crushed, and the pps soars! That would be "epic" now wouldn't it? I think that the Makers might be kicking in... GLTA TRUE LONGS!
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Post by careful2invest on Feb 1, 2017 21:37:24 GMT -5
That would be one of many of my questions in the Q&A, if given the opportunity! Very difficult to see success with Matt at the helm! I did not feel this strongly about his inept handling of this company until this cc. I,m pouring another Makers... Well, So far, the Makers is working...for now. I have not resorted to sniffing glue..yet.. but I'm not ruling it out if we continue to have CC like we did today! I may need something stronger if this kind of bs continues!
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Post by careful2invest on Feb 1, 2017 21:13:53 GMT -5
I agree. That was a terrible call and there was NOTHING positive to it, regardless of how much Matt tried to spin it and failed terribly. I too am more and more disappointed by the day and I have been with them for over 3 1/2 years now. they certainly had time to go back and forth with the lunatic lana , but didnt have time to respond to you on city of hope hospital doc meeting. are they eligible for management? Taking time to respond to a looney, yet cancel attending a Diabetes Conference which is fertile ground to spread the word about AFREZZA! And they Don't go??
That would be one of many of my questions in the Q&A, if given the opportunity! Since approval, too many mistakes have been made. We cannot afford any more mistakes! So much of what they do just does not make sense! At this point, it is Very difficult to see success with Matt at the helm! I did not feel this strongly about his inept handling of this company until this cc. I'm pouring another Makers...
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Post by careful2invest on Feb 1, 2017 18:00:07 GMT -5
Why even have this conference call at all we had a better chance of getting over a dollar if they stayed quite. Is Matt deliberately doing this? For seven years, MNKD management has never had a motivating nor promising CC. No news to increase the pps. It happens so often that it almost appears as intentional. If I did not believe in AFREZZA'S potential, nor have invested a strong six figures, (that is not worth getting out now) I would pull out now and wait for something concrete from them. It was another here's what we've accomplished thus far, and soon, we will have some promising news. Same ole story! That has gotten old! Filing for a reverse split from "a position of strength" Bull Sh&$, Matt!! A position of strength would be Upon FDA approval of a Revolutionary treatment for Diabetes in 2014, with a pps of over $10.00 to be trading much higher than that almost three years later! Not facing delisting from Nasdaq!! While we probably will survive it, It is yet another mountain to climb! No news about RLS, nothing at all about Amgen, or with anything about implimenting Dexcoms CGM with AFREZZA! Or if they are even in talks with Dexcom at all about the future, or the progress with JDRF and most importantly, NO Q &A!!
BS. No Q and A!!! Yes, they are making progress, Eighty new employees, etc. but what is our current monthly nut? Is it still 10 mil, even after selling the building (no more utilities, mortgage, maintainance) Payroll has to have increased, so what effect does that have on our financial position? As an investor, these points are extremely important!! Disgusted!! Dead money for another six months at least! I guess this is why God made Makers Mark!! Thank God for that!
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Post by careful2invest on Jan 31, 2017 21:26:48 GMT -5
I predict they will announce Flava Flav as our new PR spokesperson. Man, is Wednesday over with yet. Since Biggie and Tupac are dead, I personally think Snoop Dogg should take that spot intead of Flava Flave... Thats my two cents, or nickel bag, in this case. Here's to good things tomorrow!! GLTA TRUE LONGS!
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Post by careful2invest on Jan 31, 2017 16:53:53 GMT -5
Amgen CEO tells President Trump he's adding 1,600 jobs in U.S. Amgen CEO Robert Bradway told President Trump at today's White House meeting that his company is adding 1,600 jobs in the U.S. this year. ______________________________________ That's rather interesting....is it not? However, best not speculate about it or I be locked out. When left in the dark from management, all that one can do is to speculate. I have been speculating for around seven years. Hopefully the speculation ends tomorrow at 5:00. That would be refreshing, now wouldn't it? GLTA TRUE LONGS!
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