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Post by mytakeonit on Aug 15, 2019 18:38:01 GMT -5
Okay I'll put in a buy for 17,000 shares at 95 cents ... just in case. And I'll sell it back to you for $1.03. Then I'll buy a ton of chocolate and I have the wine already. But, that's mytakeonit
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Post by brotherm1 on Aug 15, 2019 18:44:37 GMT -5
sports ... so you plan to sell if MNKD shares hits 99 cents ... and buy it back at $1.03? This is normal fluctuations and remember that the rubber band is on $1.10 ... you have my word on it. And I am the ... www.youtube.com/watch?v=DwUOkbYLnCQ&feature=youtu.beBut, that's mytakeonit I’ve got a stop loss set at .95. I’m going into NVAX to make a little extra money, then I’ll be back at 1.03 :-) I need money for my wine and chocolate..🍷 NVAX ? I’ve lost a ton of money in that and actually just overnight. As soon as I bought it plummeted within the next day or two. If it goes back to $40 I’ll be even and I’ll sell it and put the proceeds into MNKD. I personally will then buy you wine and chocolate, and even flowers. 🙂
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Post by akemp3000 on Aug 15, 2019 18:48:04 GMT -5
For what it’s worth, and I realize not much, I totally disagree that Mike’s plans for Afrezza and/or TS are not working. Yes there have been some misfires and mistakes but aren’t there always? IMO, the company’s master plan is on an excellent path for growth for both Afrezza and TS. It may take pediatric approval for Afrezza but that’s fine. What’s not working is the pps for traders. I truly believe the shorts will soon be eating crow and the future is going to be very bright for a long time. Where we are today is a giant leap from where we were only recently. Stay the course Mike and ignore the noise. Prove me right.
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Post by sportsrancho on Aug 15, 2019 18:51:13 GMT -5
I’ve got a stop loss set at .95. I’m going into NVAX to make a little extra money, then I’ll be back at 1.03 :-) I need money for my wine and chocolate..🍷 NVAX ? I’ve lost a ton of money in that and actually just overnight. As soon as I bought it plummeted within the next day or two. If it goes back to $40 I’ll be even and I’ll sell it and put the proceeds into MNKD. I personally will then buy you wine and chocolate, and even flowers. 🙂 Lol... that darn stock...anyway I’m playing the reverse split trade, it split and ended up at $10 so then I waited till it lost 50/60%...It reached $4 so I bought it back it for now and I’ll plan on selling it at $10 and getting the heck out of it. All my friends on the pro boards NVAX thread can attest to this :-)
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Post by lakers on Aug 15, 2019 19:02:15 GMT -5
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Post by longliner on Aug 15, 2019 19:27:28 GMT -5
For what it’s worth, and I realize not much, I totally disagree that Mike’s plans for Afrezza and/or TS are not working. Yes there have been some misfires and mistakes but aren’t there always? IMO, the company’s master plan is on an excellent path for growth for both Afrezza and TS. It may take pediatric approval for Afrezza but that’s fine. What’s not working is the pps for traders. I truly believe the shorts will soon be eating crow and the future is going to be very bright for a long time. Where we are today is a giant leap from where we were only recently. Stay the course Mike and ignore the noise. Prove me right. That's what keeps me buying.
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Post by uvula on Aug 15, 2019 19:55:26 GMT -5
NVAX ? I’ve lost a ton of money in that and actually just overnight. As soon as I bought it plummeted within the next day or two. If it goes back to $40 I’ll be even and I’ll sell it and put the proceeds into MNKD. I personally will then buy you wine and chocolate, and even flowers. 🙂 Lol... that darn stock...anyway I’m playing the reverse split trade, it split and ended up at $10 so then I waited till it lost 50/60%...It reached $4 so I bought it back it for now and I’ll plan on selling it at $10 and getting the heck out of it. All my friends on the pro boards NVAX thread can attest to this :-) NVAX friends!!! We didn't realize you were seeing anyone else.
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Post by lifebreath on Aug 16, 2019 7:04:58 GMT -5
sports ... so you plan to sell if MNKD shares hits 99 cents ... and buy it back at $1.03? This is normal fluctuations and remember that the rubber band is on $1.10 ... you have my word on it. And I am the ... www.youtube.com/watch?v=DwUOkbYLnCQ&feature=youtu.beBut, that's mytakeonit I’ve got a stop loss set at .95. I’m going into NVAX to make a little extra money, then I’ll be back at 1.03 :-) I need money for my wine and chocolate..🍷 I am sorry to say but looks like your stop loss will hit
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Post by ktim on Aug 16, 2019 12:32:45 GMT -5
And if you'd looked at "percentage" growth from 2016 to 2017 it was triple digits. 2018 was lower. 2019 lower still. Why... because other than price increase that was done, the scripts are basically growing linearly. Unless that changes 2020 will be lower percentage yet. So it is misleading, perhaps purposefully if you are trying to argue otherwise, that we are growing at a fixed percentage rate (i.e. exponential growth). Look at NRx. As long as that is flat, it is mathematically impossible, even with 100% retention which we don't have, for exponential growth. Yes, Mike does present everything in the very best light possible. Obviously when he talks about percentage growth for Afrezza he doesn't couple that with guidance for growth going forward because he well knows the "percentage" growth is slowing because stating it as such is an illusion meant to dazzle those that aren't paying attention. It does not matter if you want to push a linear or exponential model, I could say that there might be a tipping point and it makes a big jump in the near future.. even if you want to argue my 50% number.. it´s all not too important. Your 16/17 numbers are of course also not very relevant, because Mannkind was in a very different state at that time due to the agreement with Sanofi.
While Afrezza is at a low level, it increases quite well! And Mannkind has other potential revenues beside the insulin sales to adult US Americans.
You´d have to be quite mad to sell at this moment in my opinion, unless you really believe they will run out of money and the option to borrow or so. Skirting around $1 is never a comfortable place. I can understand the sentiment here that was expressed by someone else that breaking the dollar would be reason to sell. I may not follow suit, but I certainly don't think wanting to avoid all the process of delisting notice and talk of RS makes one mad. One can always buy back in later. Hopefully Mike is correct when he asserts that there won't be further dilution, but of course the concern over it is what is holding the price down. Unfortunately his credibility in being able to forecast is not great since he missed by a wide margin the one time he gave guidance. An inflection point would be great and indeed most of us were (some perhaps still are) predicting it to happen shortly... and then it never seems to happen. But obviously it's a possibility. But until we start seeing those NRx numbers turn upwards we're basically growing at a linear rate with the point at which Afrezza is break even a long ways in the future. So you are correct that when we do reach break even as per Mike (likely in 2021) it is undoubtedly counting on revenue other than Afrezza. Would be nice if he presented his rationale and timeline for break even.
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Post by lakers on Aug 16, 2019 13:09:07 GMT -5
It could well be the pipeline which saves Mnkd and triggers buying in phases. Mnkd looks more and more like UTHR’s extended R&D and manufacturing arm. With multiple future pipeline partners there may arise multiple buying in phase bidding wars. This is potentially a preferred scenario. I view TS platform as far more lucrative than Afrezza. For the first time, Mnkd has some powder to advance multiple pipeline drugs concurrently. Think of it as we have 100 bullets, the Afrezza bullet could miss but other bullets May hit the targets learning from the Afrezza practice struggle. You tend to calibrate and aim better next time. It dawns on BoD the same way that we shouldn’t pigeon-hole ourselves in only one-trick pony Afrezza.
“When we look at the real way to create value, it's really licensing these products when they get to Phase I.
You can see the decisions that we made back in December to move the pipeline forward take six to 12 months before you start to get to pre-IND filing, for example, EpiHale has already done in year one of this project and we have to go back to the FDA to find a feasible population that we feel this product can work in. But we are very excited to now fund the pipeline and this is in our cash flow plan to get each of these molecules to at least Phase I where we think we can create significant shareholder value.
Our second pillar is around our UT partnership, as they have exclusivity on our platform for pulmonary hypertension and we anticipate we identify other opportunities to work with them over the coming years, in addition to our own internal pipeline progress. We will provide some greater detail on how we view this move forward based on our recently completed landscape assessment. The good news is, our large scale dry powder manufacturing and formulation capabilities continue to be unique in the industry and give us a competitive advantage.
United Therapeutics is going very nicely. We expect to start the Phase 3 trial very shortly. The high potency manufacturing area is complete and built out. We anticipate achieving our second milestone with $12.5 million in the second half of 2019. The research agreement for the undisclosed PH compound is substantially complete. We expected decision with United Therapeutics in Q3.“
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Post by scottmnkd on Aug 16, 2019 13:20:28 GMT -5
It could well be the pipeline which saves Mnkd and triggers buying in phases. Mnkd looks more and more like UTHR’s extended R&D and manufacturing arm. “When we look at the real way to create value, it's really licensing these products when they get to Phase I. You can see the decisions that we made back in December to move the pipeline forward take six to 12 months before you start to get to pre-IND filing, for example, EpiHale has already done in year one of this project and we have to go back to the FDA to find a feasible population that we feel this product can work in. But we are very excited to now fund the pipeline and this is in our cash flow plan to get each of these molecules to at least Phase I where we think we can create significant shareholder value. Our second pillar is around our UT partnership, as they have exclusivity on our platform for pulmonary hypertension and we anticipate we identify other opportunities to work with them over the coming years, in addition to our own internal pipeline progress. We will provide some greater detail on how we view this move forward based on our recently completed landscape assessment. The good news is, our large scale dry powder manufacturing and formulation capabilities continue to be unique in the industry and give us a competitive advantage. United Therapeutics is going very nicely. We expect to start the Phase 3 trial very shortly. The high potency manufacturing area is complete and built out. We anticipate achieving our second milestone with $12.5 million in the second half of 2019. The research agreement for the undisclosed PH compound is substantially complete. We expected decision with United Therapeutics in Q3.“ Yes. Afrezza is less relevant, so focusing on the weekly script numbers is akin to mental masterbation. I think the big picture paints a bright future.
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Post by lifebreath on Aug 16, 2019 22:27:45 GMT -5
I’ve got a stop loss set at .95. I’m going into NVAX to make a little extra money, then I’ll be back at 1.03 :-) I need money for my wine and chocolate..🍷 I am sorry to say but looks like your stop loss will hit pleased to see It did not! Interesting price action today
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Post by golfeveryday on Aug 17, 2019 16:10:21 GMT -5
Mnkd made a strategic mistake for not allowing Sanofi buying 10% stake in 2014. Mnkd would have huge cash to dev pipeline. Al was over confident on Afrezza with bad Label. Sanofi would have expanded more effort on Afrezza. Al didn’t diversify. Don’t think Mnkd will make the same mistake again. 10% for $50M or 20% for $100M to dev pipeline ? If UTHR is smart, they would offer to acquire Mnkd in whole. TS is very critical to their future dominance. They have a golden chance to avoid paying large royalties in the future and to attack new markets such as CBD, CF,... by paying a reasonable price upfront. Mnkd would become an R&D and manufacturing arm of UTHR. UTHR would out license Afrezza for a manufacturing contract and royalty to partially recoup the deal. TS is the goose which lays golden eggs they are after, not Afrezza. I don’t know how much Mnkd would be willing to accept if UTHR offers. In this market, based on Kevinmik’s findings, my guess is $750M - $1B. $1B for whole thing? Too low I believe.
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Post by kc on Aug 22, 2019 11:38:46 GMT -5
Martine talks very fluid and natural, unrehearsed/not scripted—that's obvious to me. She made a simple mistake/slip, and I wouldn't think twice about it or waste any energy and time dissecting it. What is clear, however, is that Martine Rothblatt believes MannKind's technology is revolutionary and a marvel of engineering, and it will totally change the live's of those with PAH for the better. Make no mistake about it—TreT is absolutely revolutionary stuff, a quantum leap in PAH medicine, and will go down as one of the greatest medical innovations of my time (along side Afrezza). TreT is a key to doors that were previously inaccessible by UT, and what lies beyond those doors are new possibilities that heretofore remained to be seen. 😎 agree with Mango...
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Post by morfu on Aug 24, 2019 8:39:55 GMT -5
It does not matter if you want to push a linear or exponential model, I could say that there might be a tipping point and it makes a big jump in the near future.. even if you want to argue my 50% number.. it´s all not too important. Your 16/17 numbers are of course also not very relevant, because Mannkind was in a very different state at that time due to the agreement with Sanofi.
While Afrezza is at a low level, it increases quite well! And Mannkind has other potential revenues beside the insulin sales to adult US Americans.
You´d have to be quite mad to sell at this moment in my opinion, unless you really believe they will run out of money and the option to borrow or so. Skirting around $1 is never a comfortable place. I can understand the sentiment here that was expressed by someone else that breaking the dollar would be reason to sell. I may not follow suit, but I certainly don't think wanting to avoid all the process of delisting notice and talk of RS makes one mad. One can always buy back in later. Hopefully Mike is correct when he asserts that there won't be further dilution, but of course the concern over it is what is holding the price down. Unfortunately his credibility in being able to forecast is not great since he missed by a wide margin the one time he gave guidance. An inflection point would be great and indeed most of us were (some perhaps still are) predicting it to happen shortly... and then it never seems to happen. But obviously it's a possibility. But until we start seeing those NRx numbers turn upwards we're basically growing at a linear rate with the point at which Afrezza is break even a long ways in the future. So you are correct that when we do reach break even as per Mike (likely in 2021) it is undoubtedly counting on revenue other than Afrezza. Would be nice if he presented his rationale and timeline for break even. Well, what I should have said is, that if there is a likelihood of a breakeven a few years down (independent of any modeling, you seem hellbent to play raise of Afrezza numbers down to a linear trend), a share price of one dollar is at least an order of magnitude too low.. you sell if you must, I wont...
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