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Post by sugarland on Mar 25, 2019 17:58:24 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:-) On that note, time to self reflect. I’m moderately positive on the companies future and our investment, occasionally worried, and a never relaxed shareholder, who has purchased shares 3 times this month (I don’t plan on buying anymore shares but have told myself that many other times) . Any other crazies besides myself? 🤪🤪🤪
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Post by sportsrancho on Mar 25, 2019 19:27:30 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:-) On that note, time to self reflect. I’m moderately positive on the companies future and our investment, occasionally worried, and a never relaxed shareholder, who has purchased shares 3 times this month (I don’t plan on buying anymore shares but have told myself that many other times) . Any other crazies besides myself? 🤪🤪🤪 I’m never relaxed :-) This is MNKD
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Post by mytakeonit on Mar 26, 2019 12:50:58 GMT -5
Yeah, I have enough shares also. BUT, I was in the zone and received thought waves from my daughter that she wanted/needed more shares.
So, I have a buy order waiting to be filled.
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Post by wgreystone on Mar 26, 2019 13:13:04 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:-) On that note, time to self reflect. I’m moderately positive on the companies future and our investment, occasionally worried, and a never relaxed shareholder, who has purchased shares 3 times this month (I don’t plan on buying anymore shares but have told myself that many other times) . Any other crazies besides myself? 🤪🤪🤪 Only buy shares at the time you don't want to buy.
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Post by bigchungus91354 on Mar 29, 2019 7:08:21 GMT -5
Well, OK, after today's scripts, they are really going to need the that UTHR milestone to bolster revenue. It looks like April will be a telling month. It could be a delayed reaction on the ad campaign and a milestone payment, and we could be biting at $3, or if no Rx increase and no milestone in April, back down we go.
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Post by me on Apr 1, 2019 8:03:10 GMT -5
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. scottmnkd, my position is not that "previous price" is meaningless. My position is that insisting that today's price is equivalent to 5 times the pre-split price is objectively false (there is no such thing as subjective truth, but that is another discussion for another thread!) and to compare pre- and post-split prices, without contemplating outstanding shares at the time of your references, is indeed meaningless.
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Post by mannmade on Apr 1, 2019 9:42:41 GMT -5
Today mnkd receives $12.5m in first milestone payment from Uthr for trep t. The consnesus is mnkd has $50m at the end of 1st Q 2019 This equals $62.5m as of today.
If mnkd can sell $13.5 net $ of Afrezza in 2nd and 3rd Q of 2019 that gives them $76m of projected revenue for 2019.
Now mnkd has interest and debt to DF coming up in May and July of approximately $13.5m. So lets say they pay this in shares of mnkd.
Without any other extraordinary expenses (except amph) and an assumed monthly burn rate of $10m per month...
Mnkd has moving forward enough cash until end of September/October.
So in order to get to the $1.60 warrants without further dilution, mnkd needs one of the following to happen or more...
the second Uthr milestone of $12.5 the second molecule of $30m from UTHR another 3rd party bp molecule rls milestone and or molecule sales of Afrezza to pick up substantially
If they make it to the warrants that will give them another $40m and that should get them to April of 2020 which should also then get them to the next UTHR milestone imho.
It will be close but it is very possible and imho likely more so than not... GLTAL's!!!
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Post by traderdennis on Apr 1, 2019 11:16:08 GMT -5
Today mnkd receives $12.5m in first milestone payment from Uthr for trep t. The consnesus is mnkd has $50m at the end of 1st Q 2019 This equals $62.5m as of today. If mnkd can sell $13.5 net $ of Afrezza in 2nd and 3rd Q of 2019 that gives them $76m of projected revenue for 2019. Now mnkd has interest and debt to DF coming up in May and July of approximately $13.5m. So lets say they pay this in shares of mnkd. Without any other extraordinary expenses (except amph) and an assumed monthly burn rate of $10m per month... Mnkd has moving forward enough cash until end of September/October. So in order to get to the $1.60 warrants without further dilution, mnkd needs one of the following to happen or more... the second Uthr milestone of $12.5 the second molecule of $30m from UTHR another 3rd party bp molecule rls milestone and or molecule sales of Afrezza to pick up substantially If they make it to the warrants that will give them another $40m and that should get them to April of 2020 which should also then get them to the next UTHR milestone imho. It will be close but it is very possible and imho likely more so than not... GLTAL's!!! Mannmade, how does the 20 Million dollar cash covenant play out? Also SO stated that 50 million does not include the cost of the DTC TV ads in the first quarter estimated at 5 million.
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Post by mannmade on Apr 1, 2019 11:22:19 GMT -5
I upped the monthly burn rate to $10m from 8 to 9m so as to include the dtc campaign. As for $20m cash covenant they will find a way to make it work out when time comes imho as they always have to date. Who knows with payoff of DF debt principal it may get reduced or perhaps even removed.
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Post by patten1962 on Apr 1, 2019 11:47:52 GMT -5
I upped the monthly burn rate to $10m from 8 to 9m so as to include the dtc campaign. As for $20m cash covenant they will find a way to make it work out when time comes imho as they always have to date. Who knows with payoff of DF debt principal it may get reduced or perhaps even removed. I know it's been talked about at nauseam, Scripts have been up each quarter last few years. Its reasonable to think this trend will continue. Next few months Afrezza sales should be well over a million a week! Also is Mannkind not making more profit with new dosing? My question, with trending sales, what do you think Afrezza sales will be in q3 and q4? Thank you in advance.
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Post by mannmade on Apr 1, 2019 11:54:14 GMT -5
I am by no means an expert on this. From the “back of my napkin” I am estimating that mnkd will do about $5.5 to $6m in 1st Q 2019 pending unannounced revenues from Eagle etc and about $30m in net revenue for the year. Am being conservative imo.
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Post by patten1962 on Apr 2, 2019 7:12:14 GMT -5
I am by no means an expert on this. From the “back of my napkin” I am estimating that mnkd will do about $5.5 to $6m in 1st Q 2019 pending unannounced revenues from Eagle etc and about $30m in net revenue for the year. Am being conservative imo. I understand a little better. Thank you. I also agree that Mannkind wants the $2.38 Warrants executed. Never seen them put out a PR like that last night. If I am correct we should see some more PR next few days. Maybe drive stock price up!
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Post by sportsrancho on Apr 2, 2019 8:43:26 GMT -5
I am by no means an expert on this. From the “back of my napkin” I am estimating that mnkd will do about $5.5 to $6m in 1st Q 2019 pending unannounced revenues from Eagle etc and about $30m in net revenue for the year. Am being conservative imo. I understand a little better. Thank you. I also agree that Mannkind wants the $2.38 Warrants executed. Never seen them put out a PR like that last night. If I am correct we should see some more PR next few days. Maybe drive stock price up! seekingalpha.com/article/4252242
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Post by bigchungus91354 on Apr 2, 2019 12:54:07 GMT -5
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. scottmnkd , my position is not that "previous price" is meaningless. My position is that insisting that today's price is equivalent to 5 times the pre-split price is objectively false (there is no such thing as subjective truth, but that is another discussion for another thread!) and to compare pre- and post-split prices, without contemplating outstanding shares at the time of your references, is indeed meaningless. Today's share price is objectively equal to 5 times the pre-split price. If a buyer bought shares at a dollar, pre-split, they would need to sell them for $5 to recoup their investment. That is objectively true. I think what you are saying is that the value has changed, in reference to the market cap and dilution. That is, at the time of the split a $1B valuation with 100M share count, was a $10 share price, and now after dilution to 280M shares, the same billion dollar valuation is $3.57 per share. The price of the shares didn't change, just the value of what you own, as reflected in SP did.
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