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Post by mike0475 on Apr 16, 2019 19:06:59 GMT -5
In other news.... mnkd has new office manager, whatever that is. New MBA grad coming to mnkd after being groomed at chipotle from crew to Mgmt.
Low carb inhale
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Post by mnkdfann on Apr 16, 2019 19:35:30 GMT -5
Point taken, but he wrote about satellite radio on a blog - he didn't have a radio show. SPENCER OSBORNE (WRITER)
After investing the satellite radio sector Spencer became a fan of the service and has been hooked ever since. As satellite radio grew he found himself seeking more and more information about Sirius and XM as well as the companies that do business with them. After realizing that the information he truly needed was not readily available, Spencer began to write about satellite radio in 2006 and has never looked back. siriusbuzz.com/aboutI noticed that Spencer addressed some comments made in this thread, and explained what radio shows he did in the past. See this comment and the ones below it: seekingalpha.com/article/4254348-mannkind-afrezza-sales-start-q2-fizzle#comment-81532227I wasn't aware of his activities back then, so I don't pretend to know all the facts. I guess we can take him at his word, or not.
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Post by prcgorman2 on Apr 16, 2019 20:36:01 GMT -5
There is this weird fascination with SO as some sort of boogeyman. If things were going well, nobody would even be mentioning him. But things are not going as planned, so people are looking for reasons and excuses why it is not. Here's a hint, Mike and management are much more responsible for our investment than SO, so stop obsessing over him. I agree. I cannot understand why so many posters are obsessing over whether people think SO is a basher and feel the need to come to his defense. I think his posts speak for themselves.
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Post by traderdennis on Apr 16, 2019 21:11:28 GMT -5
Above list has no affect on 1H catalysts that are expected by the market. With slowing growth in scripts and revenue the market continues to discount the value Afrezza is to the company. Mikes job is to show wall street how valuable Afrezza is and he is failing. It does not take a rocket scientist to see a fund raise is going to happen by early 4th quarter. I wrote that the company should of offered a new warrant to entice the 2.38 holders to use their option when the price was approaching the high 2.20s. The price would of gone down but I think 2.00 would of held with the cash coffers higher and the 1.60 warrants a slam dunk. Now the market can start to price uncertainly that they also will not execute and a second fund raise in early 2020 will happen.
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Post by nylefty on Apr 16, 2019 21:34:56 GMT -5
Point taken, but he wrote about satellite radio on a blog - he didn't have a radio show. SPENCER OSBORNE (WRITER)
After investing the satellite radio sector Spencer became a fan of the service and has been hooked ever since. As satellite radio grew he found himself seeking more and more information about Sirius and XM as well as the companies that do business with them. After realizing that the information he truly needed was not readily available, Spencer began to write about satellite radio in 2006 and has never looked back. siriusbuzz.com/aboutI noticed that Spencer addressed some comments made in this thread, and explained what radio shows he did in the past. See this comment and the ones below it: seekingalpha.com/article/4254348-mannkind-afrezza-sales-start-q2-fizzle#comment-81532227I wasn't aware of his activities back then, so I don't pretend to know all the facts. I guess we can take him at his word, or not. Blog Talk Radio and Satellite Radio Playground are not shows on AM or FM or satellite. They're websites for p odcasts with mostly tiny audiences. SiriusBuzz was a blog that Spencer wrote for.
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Post by buyitonsale on Apr 16, 2019 22:13:43 GMT -5
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Post by longliner on Apr 16, 2019 23:30:42 GMT -5
Blog Talk Radio and Satellite Radio Playground are not shows on AM or FM or satellite. They're websites for p odcasts with mostly tiny audiences. SiriusBuzz was a blog that Spencer wrote for. In my blunt fisherman way, I described him in disease form, as a wart, easily removed, so, to take him at his word, or not, he will soon fade away. Unless he fights like mad pretending to be a long time Mannkind advocate, as I have no doubt we shall suffer over the next few years. (From a wart to a cyst)
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Post by longliner on Apr 17, 2019 1:28:13 GMT -5
Liane, you are correct in your (if you have assumed) assumption. Longliner sits up late at night, drinking exceptional beer, (which I seem to have run out of!) eating the finest moose meat, enjoying the empty board to prognosticate, with wife soundly asleep (as to not influence my revelry) as I weigh in on world affairs and Mannkind in general, and await Spring Bears. (Or possibly a moderators nightmare)! (I really love this time zone) See you all tomorrow. (noon your time).
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Post by liane on Apr 17, 2019 4:12:21 GMT -5
Liane, you are correct in your (if you have assumed) assumption. Longliner sits up late at night, drinking exceptional beer, (which I seem to have run out of!) eating the finest moose meat, enjoying the empty board to prognosticate, with wife soundly asleep (as to not influence my revelry) as I weigh in on world affairs and Mannkind in general, and await Spring Bears. (Or possibly a moderators nightmare)! (I really love this time zone) See you all tomorrow. (noon your time). I love your time zone - been there twice, and will be again in 2020. When MNKD finally comes through for me, that is the retirement plan.
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Post by traderdennis on Apr 17, 2019 7:53:27 GMT -5
Brazil approval will be a nothing burger in terms of revenue for the company. The second molecule will be more interesting in moving the company in a positive direction.
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Post by porkini on Apr 17, 2019 8:01:12 GMT -5
Brazil approval will be a nothing burger in terms of revenue for the company. The second molecule will be more interesting in moving the company in a positive direction. Not sure I totally agree with the "nothing burger" but I do think the overall sentiment is correct, second molecule may give more of a boost than Brazil approval... and, if they happen to come on the heels of one another, we may only know the synergistic result.
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Post by pat on Apr 17, 2019 9:03:40 GMT -5
Matt has said repeatedly that our cost of goods sold is made up of a significant upfront fixed cost and minimal variable cost. As such, any sales - even at cost - makes us more profitable.
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Post by longliner on Apr 17, 2019 10:31:19 GMT -5
Liane, you are correct in your (if you have assumed) assumption. Longliner sits up late at night, drinking exceptional beer, (which I seem to have run out of!) eating the finest moose meat, enjoying the empty board to prognosticate, with wife soundly asleep (as to not influence my revelry) as I weigh in on world affairs and Mannkind in general, and await Spring Bears. (Or possibly a moderators nightmare)! (I really love this time zone) See you all tomorrow. (noon your time). I love your time zone - been there twice, and will be again in 2020. When MNKD finally comes through for me, that is the retirement plan. I look forward to your retirement and visit.
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Post by longliner on Apr 17, 2019 10:40:58 GMT -5
Brazil approval will be a nothing burger in terms of revenue for the company. The second molecule will be more interesting in moving the company in a positive direction. Soooooo, do you still get the burger with a nothing burger or is it just the bun and condiments or just the bun?
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Post by ktim on Apr 17, 2019 11:15:45 GMT -5
Brazil approval will be a nothing burger in terms of revenue for the company. The second molecule will be more interesting in moving the company in a positive direction. Only way Brazil would have a big impact for bears or otherwise is if it is denied for some reason. Approval is assumed/anticipated and as pointed out revenue even in long term will be small, and likely no reason to believe uptake will be significantly faster than US.
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