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Post by mnkdfann on May 7, 2019 14:11:26 GMT -5
Is this the first time in history that a drug company ran TV ads where the ensuing sequential prescriptions actually declined from the previous quarter? Not good --IMO!  What you are missing is that apparently most drug companies see a decline in first quarter as I understand it due to the rush to fill scripts in December to take advantage of filled deductables, which only heightens the desparity with lower January sales due to the new deductables. Imho, the desparity was not as low as it would have been had their been no commercials as it was a much lower percentage than the previous comparable time frame a year ealrier. I guess it depends what metrics you use. In 2018, it took 3 months to surpass the 2017 TRX high. Here we are in May of 2019, and we have yet to pass the 2018 TRX high. The closest we ever came was still 68 scripts short. (Of course, there are the missing Eagle scripts.) We have also yet to hit the highest 2018 weekly sales figure. (The above is all based on my reading of Liane's table. If I misread something, someone please correct me.) |
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Post by mnkdfann on May 7, 2019 9:30:08 GMT -5
"New scientific data released at ATTD and ACCE and late-breaking abstract accepted for release at ADA in June" I thought Mannkind / Mike said they were not attending the ADA because the audience there was all wrong. I suppose someone besides Mannkind could be presenting the abstract, but if the audience there is not interested then so what? Or am I confusing the ADA conference with some other one? It is not a requirement to exhibit at the conference in order to show a poster. There are 316 posters on show in the hour slot Mannkind's poster is on display for alone! In that case, my so what comment comes into play. If Mannkind thinks the ADA audience is not important, then this seems an odd thing to headline / highlight in its press release / earnings report. |
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Post by mnkdfann on May 7, 2019 8:28:26 GMT -5
Fully funded until 2020 I thought!? You have to consider the source (of such news). |
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Post by mnkdfann on May 7, 2019 8:06:56 GMT -5
According to SA headlines, earnings were better than expected, but revenue worse:
MannKind (NASDAQ:MNKD): Q1 GAAP EPS of -$0.08 beats by $0.05. Revenue of $17.45M (+398.6% Y/Y) misses by $0.48M.
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Post by mnkdfann on May 7, 2019 7:56:59 GMT -5
At least they're not surprising us with this news within moments after the earnings call ends. IIRC, that situation happened a couple of years back. |
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Post by mnkdfann on May 7, 2019 7:52:37 GMT -5
"New scientific data released at ATTD and ACCE and late-breaking abstract accepted for release at ADA in June" I thought Mannkind / Mike said they were not attending the ADA because the audience there was all wrong. I suppose someone besides Mannkind could be presenting the abstract, but if the audience there is not interested then so what? Or am I confusing the ADA conference with some other one? |
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Post by mnkdfann on May 7, 2019 7:48:46 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program. and deerfield was paid. Paid $2.5 million to Deerfield on May 6, 2019 for debt maturity. There is a July payment as well, I believe. But those are not Q1 2019, are they? |
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Post by mnkdfann on May 6, 2019 17:38:46 GMT -5
This was posted on StockTwits. Antares and MannKind co-presenting on the Rapid Implementation of Your Data Warehouse. I’m not sure what this means. Have they been working together on something? Interesting. www.veeva.com/events/commercial-summit/sessions/It is a Veeva conference. Veeva has customers of its various products participating in a number of sessions, talking about how they use Veeva products. Antares and Mannkind both happen to use Veeva Nitro. I do not think it is any more than that. What I'm wondering is why Mannkind is even bothering with this. Looks like a waste of time. Maybe Veeva pays them to participate? Actuallly, I just checked the conference overview: www.veeva.com/events/commercial-summit/"The conference is complimentary to Veeva customers and qualified life sciences industry professionals." |
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Post by mnkdfann on May 5, 2019 19:17:02 GMT -5
Tomorrow may be a fun day for masochists. Dow futures down 450. Still, many hours away until the opening bell.
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Post by mnkdfann on May 5, 2019 11:24:25 GMT -5
Still there. scroll down. there are several videos. Thanks. My browser was playing games with me. |
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Post by mnkdfann on May 5, 2019 11:02:30 GMT -5
This interview was posted by Sports in the Mnkd On Twitter section. Thanks Sports!!! It is worth the listen and thus I am posting here so that it does not get buried in the other thread and people will miss it. I have read from many posters that Dr. Kendall is missing in action. Well after listening to this interview, he has become one of us. The crazy people that think MannKind and Afrezza will change the world. Perhaps we should feel sorry for him now that he is a true believer. Because the journey isn’t an easy one. I love the quote where he says there are now thousands of people that are using Afrezza. Yep thousands. It is taking time, but soon I hope it will be tens of thousands. Enjoy. diabetesempowermentsummit.com/summit-day-4-gdbsorr9Has the link changed? Or the video been removed? I see no interview with Kendall at that page. |
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Post by mnkdfann on May 3, 2019 22:26:00 GMT -5
The individual was a soldier posted at the U.S. Army’s Schofield Barracks, and was in the area for a training mission.
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Post by mnkdfann on May 3, 2019 15:11:34 GMT -5
Couple of questions come to mind... 1. As many have asked, has the original offer to 1,000 been reached? Would be nice to announce it has and that was so successful mnkd wants to extend fr rest of year. 2. How many are signing up and at what rate? 3. Given current rate of retention of refills, the real question is what can mnkd expect for retention? Are they dong anything differently to ensure greater retention? 4. Is this program effecting weekly symphony scripts/cannabalizing retail? Answer to point 4 is Yes as they are not counted in Symphony. The real question number 4 should be how much the DTC affect Symphony data..... also are there patients already with Afrezza who switched to the dtc? Really hope next week to know somthing more at least on question 1 and 2 Agree with what you wrote, except I think it is the case that the scripts in question are not REPORTED to Symphony. It is (I think) possible that Symphony might be imputing estimates (hence counting them in some fashion) for unknown scripts, as it does for other missing data. Not saying this is the case, just saying I think we don't know for certain. Just MHO. |
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Post by mnkdfann on May 3, 2019 14:18:56 GMT -5
Nate wrote: "As those of you who follow the story on social media are all-too-aware, there is a massive campaign of negativity underway at the moment… and though we have seen this tactic deployed by folks hoping to scare retail investors out of the stock for several years now, I believe it is very significant that, whereas in the old days the negativity was almost always about Afrezza itself, now that the drug has proven itself to be the real deal, all of the efforts to create “fear, uncertainty, and doubt” (FUD) are instead focused on the management team at MannKind (which is really the only piece of the puzzle that is still open to attack)." I don't know who(m) Nate is addressing specifically, but I am reminded of what MK posted recently on LinkedIn: " So much fighting and frustration on the boards heading into the meeting and next set of earnings - GREAT. This is exactly what I wanted - maximum pressure on management. No more sliding on Afrezza, time for some binary action there, time for the CEO to put forth a real solution that addresses the fact that not sorting Afrezza is totally neutralizing the value from other areas such as TS, United, etc. that would be in the share price. A classic corporate finance case with potentially a classic solution? But for sure a business where the same old same old has run its course...And the other good thing about so much dissatisfaction - it can help drive the NO VOTE ON PROP 2. Make no mistake about it, the clearest path to a unlocking the share price is to force change in the way the business is run. I am happy to be identified as the vocal initial and continuing backer of the NO VOTE campaign. Make a big group of salary takers into a smaller group of execs whose remuneration is stock and backend heavy. It’s about time shareholders take the company back - its their company to begin with. Nothing like a shareholder revolt to focus management and BOD minds and potentially force important catalysts to drop / important news and actions to be brought forward." |
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Post by mnkdfann on May 2, 2019 22:36:42 GMT -5
Interesting that the same people are posting all day and just doing a rotation. Don't they have anything else to do? Maybe they should get a job ... or wake up later. But, that's just mytakeonit Well, it is funny you say that as you are the eleventh most frequent poster (according to the message board statistics) on this forum. I've been here nearly 2 years longer than you have, and yet you have nearly as many posts as I do.  Voilà mon opinion, en tout cas. |
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