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Post by esstan2001 on Feb 9, 2019 18:04:56 GMT -5
www.ispot.tv/ad/d3E2/abbott-freestyle-libre-no-fingersticks / just had to post it ! How can you not ask your doctor ... same type of add for mnkd would do wonders in my opinion/ not to mention I own sens to boot .. details left up to the physicians ... enough people asking has to get the doctors attention ...
...nationally aired TV ad campaigns for Afrezza. In the past 30 days, Afrezza has had 1,147 airings and earned an airing rank of #779 with a spend ranking of #600 as compared to all other advertisers.
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Post by esstan2001 on Jan 24, 2019 12:27:24 GMT -5
Norwegian scientists discover new small molecule drug to treat prostate cancer "The drug MKC8866 is a small molecule belonging to a group of substances called hydroxy-aryl-aldehydes. It has been developed by the originally US-based biotech company MannKind Corporation, which has screened a total of about 200,000 chemical substances to find MKC8866. Professor Saatcioglus's research group has documented that MKC8866 counteracts the growth of prostate cancer tumors and shown that it interferes with a kind of chain reaction - a signaling pathway - that is associated with the cells' stress response." www.news-medical.net/news/20190124/Norwegian-scientists-discover-new-small-molecule-drug-to-treat-prostate-cancer.aspxDoes Mannkind still control the IP or was this transferred / sold off at some point? Al Mann used to tout how well the 2 cancer compounds he had in development worked... be a nice surprise if this can bring more market cap to the company.
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Good CC
Jan 4, 2019 10:28:33 GMT -5
Post by esstan2001 on Jan 4, 2019 10:28:33 GMT -5
He also sounded pretty forthright regarding how he has been beaten up on his failures / goals not met over the past year. Now with a clear runway for 18 months to DTC- juice Afrezza sales and the potential for pipeline deals, followed by milestone / royalty revenues ramping 18+ months out, he has his chance to execute and demonstrate to us why he is CEO.
MC don't let us down :-)
I won't evaluate the call but I will evaluate Mannkind's performance. Since Mike is no longer a neophyte to Mannkind, 2019 is the year Afrezza sales need to ramp and it appears the company has made adjustments to do so. We should hit $17mm in US net Afrezza sales in 2018. At a minimum, for 2019 that number needs to be at least $50mm in Afrezza revenue from the United States. Each Friday, we get a progress report to see how things are going. Assume we get some $$ from the United deal in 2019 as well. Mike mentioned Migraines, Nausea / Oncology, Cystic Fibrosis and an unnamed product; we will see what kind of deals and cash those bring in 2019. He mentioned JPMorgan Healthcare conference; is Mannkind presenting or his he attending hoping to get some meetings? Lastly, no question on the call as to why executives (except a modest purchase some time ago by Mike) have not bought shares. That speaks volumes and please, no comments as to how they have skin in the game from their options. Skin in the game is buying shares with their own money. I would have liked to hear a question to Mike along the lines of "Sounds like Mannkind is making great progress, is there any reason why your top executives would not be willing to purchase 100,000 shares of the company" and after asking the question, simply shut up and listen to his response. Excellent post / points.
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Post by esstan2001 on Jan 4, 2019 10:25:24 GMT -5
I thought it was a good CC as well. He answered the questions directly and shows that he has a game plan. Does dilution suck, without question. But if he didn’t do this raise and then 6 months from now, if the markets were worse, then people would pick Mike apart for having not raised money when he could. Everybody around here acts like it would be so easy to be CEO. Mike is handling a dozen spinning plates simultaneously and folks around here act as though they could easily handle it. Mike confirmed for me today he does know what he is doing. He also sounded pretty forthright regarding how he has been beaten up on his failures / goals not met over the past year. Now with a clear runway for 18 months to DTC- juice Afrezza sales and the potential for pipeline deals, followed by milestone / royalty revenues ramping 18+ months out, he has his chance to execute and demonstrate to us why he is CEO.
MC don't let us down :-)
The other thing that sounded moderately promising is what was stated regarding required insurance pre-auth reduction (now ~ 50%), PBM new contract negotiations for 2019 opening up, and state(?) lawsuits filed against the PBMs on pricing (or availability) bringing more attention to this and giving MNKD some leverage or visibility. Also said something regarding pulling in more widgets to sell to give added insurer negotiating leverage on coverage, something about either international or co-promote deals to the same multi-product sales ends...
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Post by esstan2001 on Jan 4, 2019 10:11:13 GMT -5
I thought it was a good CC as well. He answered the questions directly and shows that he has a game plan. Does dilution suck, without question. But if he didn’t do this raise and then 6 months from now, if the markets were worse, then people would pick Mike apart for having not raised money when he could. Everybody around here acts like it would be so easy to be CEO. Mike is handling a dozen spinning plates simultaneously and folks around here act as though they could easily handle it. Mike confirmed for me today he does know what he is doing. He also sounded pretty forthright regarding how he has been beaten up on his failures / goals not met over the past year. Now with a clear runway for 18 months to DTC- juice Afrezza sales and the potential for pipeline deals, followed by milestone / royalty revenues ramping 18+ months out, he has his chance to execute and demonstrate to us why he is CEO.
MC don't let us down :-)
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Post by esstan2001 on Dec 14, 2018 10:12:41 GMT -5
peppy i've been trying to figure this out, but i'm still confused. Do we still take the right shoulder low and subtract it from the head high? Or the opposite? Then neckline intersection point, we substract the difference between the head high and right shoulder low from it? What about left shoulder? Help. off topic, take the right shoulder low and subtract it from the head high for a head and shoulders pattern yes then take that number and subtract it from the neckline for target. NOW Inverted, shoulder to the head calculation and add that to the neckline. for target. easy as pie. when I read this, it sounds like the Hokey-Pokey to me
:-)
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Post by esstan2001 on Sept 10, 2018 14:34:15 GMT -5
I would rather buy at $5 when revenue is climbing instead of buying at one still hoping they figure it out. I suffered enough downside here. I'm not doing that again. i’m still waiting for damage reports from all decks. What’s done is done. Dilithium cyrstals will be operational and warp drives ready at Mike’s command. Once at warp speed there will be no catching us. Hey, don't forget Mr. Scott- Phasers?
You've got 'em. I have one bank recharged.
Kirk- Scotty, you just earned your pay for the week.
Doomsday Machine? We take all comers...
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Post by esstan2001 on Aug 3, 2018 14:11:40 GMT -5
Dilution or some are saying default on Deerfield loan. Maybe delayed response to yesterdays financials. <shrug> I would expect a pipe to be annouced real soon. Still only 6.5 million shares traded today, which does not bode well for the size of the pipe. an impending pipe financing is not in line with what Mike said on yesterday's call about avoiding dilutive financings... don't think he would trash his own reputation that way.
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Post by esstan2001 on Aug 2, 2018 21:06:42 GMT -5
Nonsence. Why comment when you don’t know the full terms of the lease (e.g., how much down, how much due at the end of lease if any, how it might be an inexpensive perk for sales staff considering current salaries and benefits? Why comment, especially negatively, without knowing the facts? Why? Well it seems like they ahould watch every penny at this point. Four year lease on 100 cars, should be able to get a volume deal if nothing else. Do they need anything more than a new Ford Focus or Corolla? It's also a sign of spending on other things. What else are they tossing money away on? Why pay more Probably a significant component of the lease rate results from being higher annual mileage leases as they are for sales persons that should be doing a lot of driving, otherwise they are not doing their jobs.
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Post by esstan2001 on Jun 27, 2018 11:04:05 GMT -5
When the link went live, it said 'off air'; now I do not even get the frame overlay for the slide deck...
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Post by esstan2001 on May 29, 2018 12:10:18 GMT -5
I always felt that Matt tried to explain that the RS was necessary, and they were coming from a Position of Strength. I came along at a unique time so my experience is going to be different than others. But, Matt was not lying—MannKind is definitely in a position of strength right now. Future proves past The airplane has been repaired but the runway is still too short. Not really in a position of strength yet. But we are making progress. There is a solution to dealing with takeoff from a short runway...
Go to the 7:40 mark
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Post by esstan2001 on May 18, 2018 6:55:11 GMT -5
Sorry, just couldn't help myself I have been staring at the MNKD weekly chart. Looks like the break and hold of $2.34 is a break out of the downtrend line from 6.96. The wedge break has up targets all the way back to 6.96. I have drawn in a wolfe wave that looks to target 10 dollars. The hockey stick.
"I have drawn in a wolfe wave that looks to target 10 dollars."
Stop teasing me and show it !!!!
:-)
BTW, don't you and sports ever sleep?
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Post by esstan2001 on May 17, 2018 9:23:53 GMT -5
AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS 27th ANNUAL SCIENTIFIC & CLINICAL CONGRESS Boston, MA • May 16-20, 2018
Booth 1524 - Sanofi / Sanofi Regeneron Booth 1417 - MannKind Corporation Booth Booth 1409 - Novo Nordisk - Diabetes Care
www.eventscribe.com/upload/planner/floorplans/2018AACE-Mixed_50.png
This location should be getting some good foot traffic this week, IMO:
wow smack in the middle- not bad.
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Post by esstan2001 on May 2, 2018 7:28:55 GMT -5
Falcon, I believe that I met you a couple of years ago at an ASM while MIke was still CMO- after about an hour's worth of shareholder questions were fielded. What is it about the situation or the new team that has changed and makes you believe they will not? I can assure you that we have never met. Sorry, my mistake.
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Post by esstan2001 on May 1, 2018 7:06:05 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. Falcon, I believe that I met you a couple of years ago at an ASM while MIke was still CMO- after about an hour's worth of shareholder questions were fielded. What is it about the situation or the new team that has changed and makes you believe they will not?
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