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Post by scottmnkd on Mar 20, 2019 20:53:32 GMT -5
When you spend years waiting for it why limit it. My price target infinite, waiting for those dividends to come rolling in! I'm not going to dump all my position at $60 - just enough to pay off my house. I'll also have enough to comfortably retire. So, the plan is to milk the rest for years to come. Wish me luck!
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Post by akemp3000 on Mar 20, 2019 21:55:50 GMT -5
The hardest part will be holding as the pps rises. Imagine when it hits $20, $40 or even $60 but in actuality its only the beginning of the curve. My guess is most will fold way too early, possibly me included Just saying.
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Post by gamblerjag on Mar 20, 2019 22:53:31 GMT -5
Not me.. I'm holding to the end.. buyout or death whichever comes first. better be buyout!!! Just going to have fun watching it rise for the next 6-24 months.
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Post by #NoMoreNeedles on Mar 21, 2019 1:51:49 GMT -5
Investment time horizon: 5 - 20 years!
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Post by mannmade on Mar 22, 2019 10:19:58 GMT -5
Ok so today's scripts on the face of it suck! But what is the real mnkd story today? Imho, it is the following:
1. I beleive that scripts and revenue are being cannabalized by the current discount program offering Afrezza for $4 per day. If all 1,000 (or more scripts) have been signed up for then that would likely put mnkd over 700 scripts per week and $1m in gross revenue per week. The good news in this, is that despite the discount program symphony script counts are holding steady and so is revenue to a certain degree. The better news is that with a little luck, mnkd will retain most of these new (or old) scripts and when they hit the market at the end of the year we should see a significant jump in scripts on top of the slow and steady pace we are at. And the holiday bump.
2. I have stated before, as have others, that I do not beleive the advertising will lead to hockey stick growth, but that is no reason to panic. First the advertising is necessary to a degree, imho, to maintain and build awareness with doctors, pwd and ins, etc., as well as Wall Street that mnkd is here to stay.
Whether you like the commercial or not (I personally think it should be redone to be more targeted in it's messaging since the label change) it is causing awareness. Second, I think the likely jump in scripts will come, as I have stated before, once Afrezza is approved by the FDA for peds use and is on the market. In the meantime, there is no reason again imho, to panic or sell Afrezza until we see what effects fda approval of peds has. I beleve the younger generation will not hesistate to try something new and less invasive.
3. As stated in previous posts this past week at a minimum (with just the approval of the second molecule from UTHR which seems very likely) mnkd will have at a minimum, (not including the looming 2.38 warrant exercise) $201m in cash/revenue guaranteed (by my estimates) between now and eoy 2020. More than enough to get mnkd to Trep T revenue etc...
4. When you look at the organic growth of positive Afrezza comments and experiences on social media it becomes very gratifying to see that slowly but surely the tide is changing. I have been in mnkd since 2008 and was once very active in working to help spread the word. I remember when it was just Sam, Eric, Laura, Hillard, Mike P. and a handful of others on social media. Mostly now those people don't post nearly as much as they used too. However, I am amazed to continually see new users post about their positive experiences. The FB group is an amazing example of the modern day organic grass roots ability of a community (pwd) to organize and help each other. Doctors and insurance be damned, they cannot stop progress.
5. Vdex is helping to spread the word. Whether or not they acheive critical mass it is a great example of belief in Afrezza. And they are contirbuting to its growth.
6. The mnkd story has and continues to evolve beyond Afrezza. No longer is mnkd tied strictly to the fate of Afrezza. Love or hate mnkd for the handling of Afrezza, they have shown they are capable of changing the story/narrative on the company and as the recent stock price and technicals suggest, WS is catching on.
We are all battle fatiqued from the time it has taken to get to this point and no one including myself really wants to have to wait another 5 years to see this company become what it should already be. But that seems to be the course we are on. Witness Mike's slides about mnkd's timeines. So it is my opinion that all true longs should just sit back and develop their own strategy on how to cope until that time arrives. But imho this train has definately left the station. The good news is that there is still time to catch a ride if so inclined! GLTAL's!!!
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Post by theshiv on Mar 22, 2019 10:31:44 GMT -5
Good summary. Item 6 is key and reason to still be around.
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Post by mannmade on Mar 22, 2019 12:27:41 GMT -5
Love all the pumper. Mannkind revenue & beyond will be more than Amazon, 100 B words. SP is suppressing to $1000 a share. See who is a pumper number one or loser? XDD... why don’t you take it to yahoo! ?
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Post by dh4mizzou on Mar 22, 2019 12:48:20 GMT -5
The hardest part will be holding as the pps rises. Imagine when it hits $20, $40 or even $60 but in actuality its only the beginning of the curve. My guess is most will fold way too early, possibly me included Just saying. Man. If you're "imagined" numbers come to fruition I'd be happy selling 20% at $20, then another 20% at $40, another 20% at 60, until it hits $ 100 :-0
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Post by mannmade on Mar 22, 2019 12:49:38 GMT -5
The hardest part will be holding as the pps rises. Imagine when it hits $20, $40 or even $60 but in actuality its only the beginning of the curve. My guess is most will fold way too early, possibly me included Just saying. Man. If you're "imagined" numbers come to fruition I'd be happy selling 20% at $20, then another 20% at $40, another 20% at 60, until it hits $ 100 :-0 they could and we would all agree then! 😊👍🙏
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Post by sportsrancho on Mar 22, 2019 12:52:48 GMT -5
How to cope until that time arrives? Lol I don’t agree with half of that, the other half of it I do:-) I think the sales need to take off this year or they’re going to entertain or consider other options. Getting a co/promote partner would be a great idea. The company can’t hang its hat on waiting for the pediatric trial to be completed because Wall Street won’t give us any respect if we are spending more money than we are making. Patients will push the product before the doctors ever get around to it so the commercials are a necessity. Somehow what we need is better education because there seems to be a lot of confusion out there coming from potential patients.
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Post by bigchungus91354 on Mar 25, 2019 10:43:17 GMT -5
What do we expect coming in on the cash situation? A milestone is expected in early Q2, is that correct?
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Post by me on Mar 25, 2019 11:34:39 GMT -5
So we’re at 5 bucks in 2020? Does anyone agree w mk 40 target? 2021? We were at $7 pre-revers split ($35 today) just after Afrezza hit the market. If Afrezza eventually proves itself it's hard to say how high it'll go. But that's just Afrezza. I see Technophere as an even larger and more realistic platform to build on. And, if memory serves me correctly, Al wouldn't sell Mannkind for less that $120 pre-split ($600 in today's world). I know folks are rolling their eyes and saying "pumpamatic", but this is my recollection after six years in this stock. My personal sweet spot is $60 given the reverse-split world of today. Bottom line for me is that change is happening slowly, but the nail biting is over and I believe Mannkind is here to stay. So, Stay Calm and watch it grow. I wish everyone would cease and desist with these pre- and post-split share price references. That's a meaningless reference as you are ignoring the outstanding shares at the time, which gets you to the metric that you ought to be referencing - market capitalization. $120 pre-split IS NOT "$600 in today's world!" It's wholly appropriate to talk about the market cap at different points in time, whether pre- or post-split, but you're wasting space by comparing pre- and post-split share prices. Please stop.
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Post by scottmnkd on Mar 25, 2019 13:55:15 GMT -5
We were at $7 pre-revers split ($35 today) just after Afrezza hit the market. If Afrezza eventually proves itself it's hard to say how high it'll go. But that's just Afrezza. I see Technophere as an even larger and more realistic platform to build on. And, if memory serves me correctly, Al wouldn't sell Mannkind for less that $120 pre-split ($600 in today's world). I know folks are rolling their eyes and saying "pumpamatic", but this is my recollection after six years in this stock. My personal sweet spot is $60 given the reverse-split world of today. Bottom line for me is that change is happening slowly, but the nail biting is over and I believe Mannkind is here to stay. So, Stay Calm and watch it grow. I wish everyone would cease and desist with these pre- and post-split share price references. That's a meaningless reference as you are ignoring the outstanding shares at the time, which gets you to the metric that you ought to be referencing - market capitalization. $120 pre-split IS NOT "$600 in today's world!" It's wholly appropriate to talk about the market cap at different points in time, whether pre- or post-split, but you're wasting space by comparing pre- and post-split share prices. Please stop. Previous price not meaningless to all people. Granted, the landscape has changed in five years, but shares can be bought back. Who knows what'll happen! I personally see a lot of upside. I'm sure there are some very savvy investors on this board, but I'm also sure that none of us are at the level of Warren Buffett. So, you can simply ignore posts that don't agree with your point of view because your point of view is as valid as mine. Thus, I will not stop providing what I feel pertinent until I'm kicked of this board! Be a good neighbor; be tactful.
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Post by sportsrancho on Mar 25, 2019 14:38:29 GMT -5
I don’t mind it, my pet peeve is when gamblerjag bitches about it constantly that people do it🤣 With that being said he is the most consistently positive, adding shares every paycheck, never worried, relaxed shareholder I know:-)
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Post by mytakeonit on Mar 25, 2019 16:27:15 GMT -5
"but I'm also sure that none of us are at the level of Warren Buffett"
WHAT?!!! Warren Buffett has holdings in MNKD? WOW! So we both have shares in MNKD and the same flip phone. Great!
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