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Post by kc on Feb 8, 2017 9:26:21 GMT -5
I do not like it when somebody tries to take the letter or email that was between two parties and put it on the Internet. We all have to understand that is perhaps the main reason why we get very little written correspondence from MannKind. People complain all the time about the company transparency but when somebody writes to Matt and then post that directly to the Internet he will probably not respond again to anybody else. Matt properly responded with only what he can say..... name, rank, serial number.
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Post by kc on Feb 7, 2017 21:15:19 GMT -5
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Post by kc on Feb 7, 2017 13:27:15 GMT -5
perhaps they have been inhaling something in their Technosphere and its not Afrezza. Since 2010 nothing easy has happened for MannKind. I guess if it does not kill you it will make your stronger. but enough is enough. Where is the white knight? So what you are saying is that THEY are REALLY much FURTHER ALONG with RLS than WE KNOW. Fantastic! I wish they were as I would ask them for a sample of whatever it might be. I need something recreational to ease my pain.
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Post by kc on Feb 7, 2017 12:52:57 GMT -5
3) Reverse split. DTC marketing launch. Sprinkle in a few surprises over the next quarter. Then, issue a rights offering to existing shareholders, similar to EYES. Consolidate holdings with those who will not tuck tail and run. If fate favors the bold, perhaps, MNKD can grow scripts until July 4th, 2018, until another cash raise is needed. If they can grow scripts, they can reward shareholders again. If not, it will be a race to the bottom of the dilution barrel. Seems they've shown boldness in the past... Not raising money when it would have been much easier on the assumption, presumably, that things were only heading up? The TASE gambit? IF, if there were some real likelihood of "surprises" that involved cash, it may be worth putting off a dilutive round. But I fear management has been too optimistic about possibilities in the past. It may seem that if you have multiple discussions about potential "surprises" going on, that statistics would kick in and something would come through. In my experience with trying to grow companies, often when you need it most is exactly when possibilities never transition to reality. It is hard to close deals from a position of perceived weakness... and potential partners will often gladly string you on. As the cash runway dwindles even the potential "surprises" can become less likely. Catch 22. I wouldn't presume to suggest a coarse of action for Mannkind since my visibility is very limited. However, my impression is that management has been overly optimistic in the past. perhaps they have been inhaling something in their Technosphere and its not Afrezza. Since 2010 nothing easy has happened for MannKind. I guess if it does not kill you it will make your stronger. but enough is enough. Where is the white knight?
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Post by kc on Feb 7, 2017 11:41:49 GMT -5
A lot of smart investors in the USA why can't MannKind find that one ACTIVIST INVESTOR who wants to take a nice ride upward and rescue MannKind? very strange it has not happened. So perhaps it will never happen.
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Post by kc on Feb 7, 2017 11:21:03 GMT -5
Sad to watch the gyrations downward. It would seem there would be one bright spot for the company to appear but everyday its the same beat down. Sad there is no vocal activist investor of any kind showing up to stir up the pot. Makes one begin to think that unless we get luck with some sales this will be a very difficult situation going forward.
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Post by kc on Feb 7, 2017 10:26:34 GMT -5
TeleMed is big. I have a Dr. Friend who see's patients all over Kansas using TeleMed. Many small towns don't have the healthcare doctors anymore and he sees them from his KC office. He has been engaged doing this for over 10 year.
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Post by kc on Feb 7, 2017 9:20:45 GMT -5
Yes, they pay dinner meetings for docs who write the RX. I understand MNKD has to get more scripts, and my losses are >100K. But, isn't this entire concept wrong (dinner meetings -> almost bribe)? We mocked at SNY for buying Drs to prescribe their drugs, and blocking Afrezza. We also have to do the same thing to get our drugs sold. If MNKD survives, becomes big, wouldn't they end up trying to protect their turf when a new entrant comes to sell their new drug? I understand the existing environment, and don't have a solution. I'm just saying! This meeting is training sales representatives who are calling on doctors. They may have some doctors there for the training but they were not there selling to them. The doctors who might be there or working to help educate the sales reps. So they are not buying doctors meals. This is a training event.
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Post by kc on Feb 6, 2017 16:06:52 GMT -5
When we see a Banner Ad here on Proboards site, the game will be a'foot... I don't want a banner ad on this board as we might click on it and we don't want to pay for clicks from our board.
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Post by kc on Feb 3, 2017 10:25:40 GMT -5
The breaker really doesn't work as it applies to the uptick when they can sell. Low volume is perhaps from everybody knowing it was not the end of the world and the HFT boys got their profit for the year from churning MannKind.
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Post by kc on Feb 3, 2017 10:23:17 GMT -5
They have had a sales team. perhaps not a full team but I know that the Touch Point person I met in October has continued on making calls and never had any downtime. He is excited to be working for MannKind directly. His pass life was with Norvo diabetes.
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Post by kc on Feb 3, 2017 10:19:25 GMT -5
In light of today's unexpectedly good NRx, hypothetically, say scripts improve over the next month and into March and the stock price increases to $0.90. With stockholders having approved the reverse stock split, expecting that the stock price to punch through $1 in another month or two, does Matt wait for the delisting letter and ask for an extension or does he go ahead with the split? The only reason I ask is that if perception matters and the higher stock price will attract more buyers for a company whose revenues and stock price are increasing, in the case where there is still a relatively high number of shares shorted, would reverse split increase the pressure on those with short positions to cover? Wouldn't the reverse split also reduce liquidity adding to the problem for shorts? If so I would favor a 1 for 10 split. They have to prove to NASDQ that they have a plan to do it if they need to do it. My guess is that NASDQ accepts the plan and the Board only does it if they have too.
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Post by kc on Feb 3, 2017 10:17:23 GMT -5
I like the ground work being done (payer coverage; awareness, label change, etc) but if MNKD does not find the money for a major DTC advertising campaign in 2017 it will be just another disappointing year! Once again the only thing I can see that will save the day is a major scripts increase. PWD do not know about Afrezza & if they do not become aware of it in 2017 .... GAME OVER! Remember folks, romance without finance is a nuisance!
Very hard to go it alone when you are underfunded. You get squashed like a bug by the big 3 big pharma's who are already destroying you with their funding of their hedge funds who are probably the ones shorting MannKind in their blind Venture funds that they all run.
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Post by kc on Feb 2, 2017 17:36:27 GMT -5
Sam is correct and MannKind should fire the first shot in the consumer battle regarding insulin pricing.
Careful2Invest said:
Now that the price gouging for insulin is making news, what better opportunity for MNKD to take advantage of the free press that they could get by announcing in a news story of how they can "come to the rescue" with lower pricing and at the same time, get the word out to the masses about AFREZZA. This could be an excellent opportunity if done correctly. Let's see if Matt and Mike see it that way as well! GLTA TRUE LONGS!
Read more: mnkd.proboards.com/thread/5513/sams-tweets?page=9#ixzz4XZRGAE00
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Post by kc on Feb 2, 2017 15:59:06 GMT -5
I wish that I knew the hold up. Michael addressed it yesterday talking about the new hire in that area. But they should get it rolling immediately as it can be very simple even crude. Just enough to draw attention that your alive and in business. Not hard advertising but simple marketing.
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