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Post by kc on Nov 28, 2017 10:03:01 GMT -5
This is a great link for their internal training or Medical training. I would hope and think they will do something similar for users. KISS Keep it simple stupid. Make things as easy as you can.
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Post by kc on Nov 27, 2017 20:54:40 GMT -5
I just voted FOR (YES).If you want MNKD to succeed, this is the only way to go. I want MNKD to succeed and don't wish to have my stake in it diluted by 50% so I'm voting NO. I do not believe they need nearly 140M additional shares to be successful. DBC I normally agree with you 99% of the time but this one I don’t. It’s been a very long road with 1 step forward and 15 steps backwards. If the medicine doesn’t kill you it will make you stronger. Right now MannKind has taken years worth of medicine and is now starting to have a consistant pulse. Heck they might even be half alive today. Mike Castagna and the Board of directors has guided the ship in the darkness of the valley of death and is now starting to see the new dawn. A yes vote is confidence that we are heading in the right direction. We don’t have to issue any new shares for dulition. We need Tresury shares to make good things happen in the future. What would the company be able to do today if they had a potential friendly party be it an international partner who wanted to buy a 15% to 20% interesting in MannKind. They couldn’t do it today. They could only do it if there was treasury shares to issue to the potential partner. Sure some hostile entity could buy 10 or 20% on the open market cheap but that would not add any EQUITY to the company. The board proved they could raise EQUITY that would stick to the company and be able to be used for advertising. Prior to that 61 million raise they could not have started advertising.
We all love Afrezza and see what a paradigm treatment shift it bring to the lives of diabetics. Voting Yes will give us the opportunity to get that partner be it international or a domestic one who will be committed to seeing the company survive. Al Mann should have gone down that path but perhaps he was either to confidant he could do it alone or couldn’t agree to give up that amount of control. Times have changed and we have started to come back from the walking DEAD to actually having a bit of swagger.
A yes vote gives Management the tools to move the ball towards one of many goal lines. We are moving forward instead of 15 steps backward.
In conclusion my FANTASY is that the vote passes and then Mike thanks all the shareholders for their support in authorizing the additional shares. The next week he make an early premarket announcement that MannKind has a new investor in the company who has bought 15% of the new shares at a price of $20.00 per share. Say that’s 42,000,000 shares X $20.00 = $840,000,000 Great liquidity and an international partner. What would happen to share price if that occurred? You would see the PPS surpasss that $20.00 figure. FANTASIES do happen just ask Mike Castagna about his hometown Eagles. They are flying high. Perhaps Mike is the air beneath the wings of MannKind.
Looking back over they last 24 months many of us had the bleakest view of our investment in MannKind. Look how many steps forward Mike Castagna and the board have moved the football down the field.
How could you not vote YES and put your confidence in Mike and the Board.
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Post by kc on Nov 23, 2017 22:05:11 GMT -5
Ny Lefty I only have one thing to say to you.
zei gezunt
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RLS
Nov 23, 2017 18:29:40 GMT -5
via mobile
Post by kc on Nov 23, 2017 18:29:40 GMT -5
You noticed.
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Post by kc on Nov 23, 2017 11:23:23 GMT -5
Exactly what Al Mann age 90 was thinking when he made the Sanofi Deal.
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Post by kc on Nov 23, 2017 10:42:04 GMT -5
I played that game 1-2 years ago and learnt to hate this stock, not the product. The only thing that would make me buy any more shares is a partnership or a significant rise in scripts due to a catalyst. Both are not likely short term with the present information. It seems that MNKD has to show a steady raise of scripts to a signficant level all by themselves before any big pharma will move a finger to give them a call. One of the 2 hugely bad investments in my portfolio. They had a partnership, it was the worst thing to ever happen to the Company, the sp started dropping the day it was announced. I hope they can pull it off alone, tell BP to suck an egg. GO MANNKIND Happy Thanksgiving Everybody 🍁🦃 I believe the type of partnership they are looking for would be one that gives them equity. This might be an international partner who has rights to distribute Afrezza in a specific area or country. Many Wall Street companies like MannKind have set aside treasury shares to allow for a buy in so that the company gets equity. A recent example is a company called Mazor robotics who allowed medtronics to buy a 15% share. Medtronic is going to do US sales and marketing for the company. Our evil nemesis Sanofi did this very successfully with Regeneron Sanofi can only own up to 20% of the company. Look at their stock versus Sanofi. I believe that Mike and the board of directors know what mistakes were made in 2014 in an effort to get cash with a fast partnership. My outside or view shows that we have a team that understands how Wall Street and partnerships work. In 2014, I don’t believe that Al or Haken understood. Perhaps it was because Al made all the decisions.
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Post by kc on Nov 23, 2017 9:09:08 GMT -5
On this Thanksgiving day we all have a lot to be grateful for and thankful for I am reminded of this classic from 1967.
Being that this thread to has turned very philosophical, this is a fitting tune to listen to after you stuff your face with Thanksgiving food today.
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Post by kc on Nov 21, 2017 8:29:17 GMT -5
The goal of the health insurer or self insured company is to get you to 65 and turned over to medicare. Now the incidence of heart attack or fatal coronary heart disease by age, sex, and race between the age of 45 to 64 is about the same as those 65 to 74. Now we know your chance of a heart issue is about 3x higher for diabetics but if you add in the "pre-diabetics" between 6.0 to 7.0 A1c I bet its even higher. Significantly reducing heart issues IMO is the biggest selling point to insurance companies as it should significantly reduce their costs and significantly increase their chance of getting these people to medicare. However afrezza cost is a huge hurdle in getting people to use it. This needs to be addressed asap. The outlook of the insurance company is even more short term it’s contract year to contract year. The renewal cycle is what they look at. What does it cost between those two periods for the insurance company. Keep the cost cheap cheap cheap and the insurance company makes a lot of money.
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Post by kc on Nov 15, 2017 23:51:55 GMT -5
What is Peppy; chopped liver? I happen to like chop liver on rye bread. I bet Al Mann also liked it.
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Post by kc on Nov 15, 2017 10:54:51 GMT -5
11/14 Spot was seen last night on KMOV TV in St. Louis Missouri during the 10 PM news cast
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Post by kc on Nov 14, 2017 12:44:55 GMT -5
Borrow rate at Fidelity is at 57% today.
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Post by kc on Nov 13, 2017 17:08:24 GMT -5
My Mother (85 years old) was watching TV in St. Louis on Saturday Morning and said she saw one on the local CBS affiliate KMOV-TV . The ad was at 7:56 AM.
I happened to be at their house but did not see the ad. I didn't think that STL was a city purchased. but it could have been a CBS type filler spot.
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Post by kc on Nov 10, 2017 20:40:53 GMT -5
Between Mann Group and Deerfield they probably have the votes already.
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Post by kc on Nov 10, 2017 16:54:24 GMT -5
One of our PB members sent questions to investor relations recently and posted replies here (I'm taking at face value that this was legit). One question was about STAT results. Investor relations said that MNKD does not control the publishing/release of STAT info since the STAT study is being conducted by Univ CO. It this scenario it is very possible that there could be significant delay until the ADA or publication in a journal.I too hope that MNKD might have negotiated to get the right to share the results under NDA with insurers and potential partners prior to the actual release/publication. Lizards are smart creatures..... It this scenario it is very possible that there could be significant delay until the ADA or publication in a journal.
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Post by kc on Nov 10, 2017 13:01:27 GMT -5
The ADA has been traditionally when the industry is all there attending the Study sessions about new findings. They gather the big thought leaders to present the study materials.
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