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Post by lennymnkd on Oct 3, 2019 16:43:52 GMT -5
Just heard MC say he thinks scripts will be good tomorrow.Good way to open his presentation. What did he mean by that ! |
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Post by lifebreath on Oct 3, 2019 17:01:18 GMT -5
Just heard MC say he thinks scripts will be good tomorrow.Good way to open his presentation. Good scripts would be in the 2500-3000 range. He has set the bar very low for himself, because he doesn’t have a clue how to improve scripts |
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Post by mnholdem on Oct 3, 2019 17:04:09 GMT -5
One can hope. It’s going to take a trend demonstrating positive growth before Wall Street reacts, IMO.
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Post by sayhey24 on Oct 3, 2019 17:13:37 GMT -5
I just listened to the call. I heard nothing new. Did anyone else? What I heard which I did not hear last year was a very confident Mike. What I also heard was the same plan which is still moving forward. Sometimes nothing new is a good thing. Right now MNKD has a lot of backlog to work off and the UTHR payments still seem in play. When RLS announces FDA submission plans the pps will turn. I am hoping Mike goes back to Al's original plan and with all the study data Dr. Kendall has been working afrezza should soon have enough capital where MNKD can sign a serious U.S. sales and marketing partner who will also get EU approval. |
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Post by buyitonsale on Oct 3, 2019 17:24:52 GMT -5
Projected TreT royalties are 40M.
All MNKD needs is 40 to 50M from Afrezza revenue.
Yearly burn will be capped around 80 to 90M.
It’s coming, and there is nothing to look forward to for 40M shorted shares except the exit.
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Post by letitride on Oct 3, 2019 17:29:32 GMT -5
Just finished listening to a great presentation. In my opinion M C has set his ducks in a row and is picking them off in good order.😎
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Post by apidistra on Oct 3, 2019 17:37:35 GMT -5
May I ask where Mike's presentation can be heard?
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Post by majorwood on Oct 3, 2019 17:37:52 GMT -5
Great Presentation this am. I'm quite excited about the way things are lining up. Mike C sounds sharp, confident, and on point. I'll keep buying weekly as I know this co is worth much more than the current 200 mill market cap.
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Post by ktim on Oct 3, 2019 17:39:05 GMT -5
Projected TreT royalties are 40M. All MNKD needs is 40 to 50M from Afrezza revenue. Yearly burn will be capped around 80 to 90M. It’s coming, and there is nothing to look forward to for 40M shorted shares except the exit. Potentially shorts might be looking for MNKD to miss the covenants on the new debt. I can't imagine that being greeted particularly well. Hope that doesn't happen, but so far scripts are pointing towards it being a reach at best. That's much more near term than the break even situation you envision, which is a couple of years away. Though near term risks with potential long term payoff is a classic setup for large gains if one has the right risk profile and the dice roll the right way... luck be a lady, please. |
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Post by buyitonsale on Oct 3, 2019 17:51:48 GMT -5
Projected TreT royalties are 40M. All MNKD needs is 40 to 50M from Afrezza revenue. Yearly burn will be capped around 80 to 90M. It’s coming, and there is nothing to look forward to for 40M shorted shares except the exit. Potentially shorts might be looking for MNKD to miss the covenants on the new debt. I can't imagine that being greeted particularly well. Hope that doesn't happen, but so far scripts are pointing towards it being a reach at best. That's much more near term than the break even situation you envision, which is a couple of years away. Though near term risks with potential long term payoff is a classic setup for large gains if one has the right risk profile and the dice roll the right way... luck be a lady, please. Sure, let them wait for additional.25 in profit and risk waking up to something like migraine or EPI partner or RLS news... I’m all for it  |
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Post by mango on Oct 3, 2019 18:13:52 GMT -5
Potentially shorts might be looking for MNKD to miss the covenants on the new debt. I can't imagine that being greeted particularly well. Hope that doesn't happen, but so far scripts are pointing towards it being a reach at best. That's much more near term than the break even situation you envision, which is a couple of years away. Though near term risks with potential long term payoff is a classic setup for large gains if one has the right risk profile and the dice roll the right way... luck be a lady, please. Sure, let them wait for additional.25 in profit and risk waking up to something like migraine or EPI partner or RLS news...I’m all for it  |
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Post by sweedee79 on Oct 3, 2019 18:21:31 GMT -5
Who is your supplemental plan through? My plan is the GE Plan For Health For Retirees, which is for GE retirees and their families only. It's administered by United Health (with prescription drugs covered by OptumRX, which is owned by United Health). Traditional Medicare doesn't cover prescription drugs except for those given in hospitals or administered in doctors' offices. The only way Medicare patients can get prescriptions paid for at pharmacies (both traditional and online) is to buy a commercial supplemental plan. Thank you nylefty!!!! I'm always looking for a Medicare plan that covers Afrezza, but haven't found one yet in Minnesota. |
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Post by mnholdem on Oct 3, 2019 18:34:22 GMT -5
I got the distinct impression that trial data will be published soon. Perhaps it's currently under review? I'm still of the opinion that MannKind's Chief Medical Officer David Kendall MD is a cut above the other CMOs in the diabetes industry and I'm hopeful that he will deliver via a major medical journal. Don't let us down, David!  |
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Post by georgethenight2 on Oct 3, 2019 18:45:33 GMT -5
Favorite point of presentation, Mike talking to group of doctors, "Speed trumps accuracy". Doctors then take off hat and light bulb begins to shine.
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Post by letitride on Oct 3, 2019 18:52:34 GMT -5
Favorite point of presentation, Mike talking to group of doctors, "Speed trumps accuracy". Doctors then take off hat and light bulb begins to shine. One of the best insights to how effective afrezza is was the coke challenge. Of everything I have shown doctors to date that one made them look twice . |
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