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Post by lakers on Aug 28, 2017 16:48:39 GMT -5
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Post by myocat on Sept 3, 2017 15:11:58 GMT -5
www.smarteranalyst.com/2017/09/01/billionaire-izzy-englander-dodges-baozun-inc-adr-bzun-antes-nutanix-inc-ntnx-mannkind-corporation-mnkd/MannKind Catches Izzy’s Eye Englander clearly spots an advantage in MannKind, as he guided his firm to spring for an extra 744,532 shares, raising Millennium’s stake to 822,192 shares worth $1,159,000. It was a second-quarter move that is paying off already for the billionaire, as investors this week have been trumpeting enthusiasm for the biotech firm, with shares racing almost 15 yesterday and another 6% pop in pre-market today. This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial. Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life. Considering the global injectable insulin market is one that boasts close to $30 billion, which includes $7 billion on the domestic front, it is no wonder Englander likewise pinpoints real potential with this investment. After reacquiring the full rights to Afrezza from Sanofi last year on back of a short-lived, underwhelming launch, the stock’s valuation plummeted to the “low end of the spectrum,” says Kolbert. Yet, the winds of sand have shifted to the firm’s favor, as “MannKind now has the right management team in place, has built commercial infrastructure, and is executing a commercialization strategy that poises the company for a turnaround, which should unlock value for investors,” cheers the analyst. Meanwhile, “The relaunch of Afrezza initiated in 2H16 and is building traction,” Kolbert underscores, elaborating, “The company has a sales force of nearly 100 Afrezza-dedicated representatives targeting insulin-prescribing physicians. Pricing is competitive to injectable insulin and MannKind is building awareness with doctors, payers, and patients.” As such, the analyst reiterates a Buy on MannKind stock with a $4 price target, which represents a 93% increase from where the stock is currently trading. (To watch Kolbert’s track record, click here) Ultimately, Kolbert sees meaningful gains ahead for MannKind, contending, “Afrezza could shift the paradigm in diabetes management and with Afrezza now in the hands of a very capable management team, the focus is on execution. In the U.S., a conservative 5% share of the insulin market is a $350M opportunity. At the current ~$120M market capitalization there is significant upside, in our view.” With such promising stock value just waiting to be unlocked, momentum seems to shine for MannKind, and Englander is swooping in for a solid investment option. However, when comparing the hedge fund guru’s bullish amp up in shares against how the rest of the Street is trading, according to TipRanks, others have been bearish on the stock in the past year. Cory Kasimov of J.P. Morgan rates a Sell without listing a price target and Joshua Schimmer of Piper Jaffray rates a Sell on MNKD with a $0.54 price target, which implies a nearly 74% downside from current levels.
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Post by Deleted on Sept 4, 2017 6:37:23 GMT -5
www.smarteranalyst.com/2017/09/01/billionaire-izzy-englander-dodges-baozun-inc-adr-bzun-antes-nutanix-inc-ntnx-mannkind-corporation-mnkd/MannKind Catches Izzy’s Eye Englander clearly spots an advantage in MannKind, as he guided his firm to spring for an extra 744,532 shares, raising Millennium’s stake to 822,192 shares worth $1,159,000. It was a second-quarter move that is paying off already for the billionaire, as investors this week have been trumpeting enthusiasm for the biotech firm, with shares racing almost 15 yesterday and another 6% pop in pre-market today. This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial. Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life. Considering the global injectable insulin market is one that boasts close to $30 billion, which includes $7 billion on the domestic front, it is no wonder Englander likewise pinpoints real potential with this investment. After reacquiring the full rights to Afrezza from Sanofi last year on back of a short-lived, underwhelming launch, the stock’s valuation plummeted to the “low end of the spectrum,” says Kolbert. Yet, the winds of sand have shifted to the firm’s favor, as “MannKind now has the right management team in place, has built commercial infrastructure, and is executing a commercialization strategy that poises the company for a turnaround, which should unlock value for investors,” cheers the analyst. Meanwhile, “The relaunch of Afrezza initiated in 2H16 and is building traction,” Kolbert underscores, elaborating, “The company has a sales force of nearly 100 Afrezza-dedicated representatives targeting insulin-prescribing physicians. Pricing is competitive to injectable insulin and MannKind is building awareness with doctors, payers, and patients.” As such, the analyst reiterates a Buy on MannKind stock with a $4 price target, which represents a 93% increase from where the stock is currently trading. (To watch Kolbert’s track record, click here) Ultimately, Kolbert sees meaningful gains ahead for MannKind, contending, “Afrezza could shift the paradigm in diabetes management and with Afrezza now in the hands of a very capable management team, the focus is on execution. In the U.S., a conservative 5% share of the insulin market is a $350M opportunity. At the current ~$120M market capitalization there is significant upside, in our view.” With such promising stock value just waiting to be unlocked, momentum seems to shine for MannKind, and Englander is swooping in for a solid investment option. However, when comparing the hedge fund guru’s bullish amp up in shares against how the rest of the Street is trading, according to TipRanks, others have been bearish on the stock in the past year. Cory Kasimov of J.P. Morgan rates a Sell without listing a price target and Joshua Schimmer of Piper Jaffray rates a Sell on MNKD with a $0.54 price target, which implies a nearly 74% downside from current levels. Lets say MNKD captures 5% of the US market. The CAGR for the insulin market has been estimated to grow in the double digits world wide. news/stocks/Human-Insulin-Market-Estimated-to-Register-a-CAGR-of-12-1-By-2027-Asserts-MRFR-1002206557 The $350 million potential becomes close to half a billion by 2020. And with additional countries that have a high density of Diabetics in their population being offered Afrezza, I say keep holding on to your shares. Good times are a coming.
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Post by promann on Sept 4, 2017 8:13:20 GMT -5
www.smarteranalyst.com/2017/09/01/billionaire-izzy-englander-dodges-baozun-inc-adr-bzun-antes-nutanix-inc-ntnx-mannkind-corporation-mnkd/MannKind Catches Izzy’s Eye Englander clearly spots an advantage in MannKind, as he guided his firm to spring for an extra 744,532 shares, raising Millennium’s stake to 822,192 shares worth $1,159,000. It was a second-quarter move that is paying off already for the billionaire, as investors this week have been trumpeting enthusiasm for the biotech firm, with shares racing almost 15 yesterday and another 6% pop in pre-market today. This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial. Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life. Considering the global injectable insulin market is one that boasts close to $30 billion, which includes $7 billion on the domestic front, it is no wonder Englander likewise pinpoints real potential with this investment. After reacquiring the full rights to Afrezza from Sanofi last year on back of a short-lived, underwhelming launch, the stock’s valuation plummeted to the “low end of the spectrum,” says Kolbert. Yet, the winds of sand have shifted to the firm’s favor, as “MannKind now has the right management team in place, has built commercial infrastructure, and is executing a commercialization strategy that poises the company for a turnaround, which should unlock value for investors,” cheers the analyst. Meanwhile, “The relaunch of Afrezza initiated in 2H16 and is building traction,” Kolbert underscores, elaborating, “The company has a sales force of nearly 100 Afrezza-dedicated representatives targeting insulin-prescribing physicians. Pricing is competitive to injectable insulin and MannKind is building awareness with doctors, payers, and patients.” As such, the analyst reiterates a Buy on MannKind stock with a $4 price target, which represents a 93% increase from where the stock is currently trading. (To watch Kolbert’s track record, click here) Ultimately, Kolbert sees meaningful gains ahead for MannKind, contending, “Afrezza could shift the paradigm in diabetes management and with Afrezza now in the hands of a very capable management team, the focus is on execution. In the U.S., a conservative 5% share of the insulin market is a $350M opportunity. At the current ~$120M market capitalization there is significant upside, in our view.” With such promising stock value just waiting to be unlocked, momentum seems to shine for MannKind, and Englander is swooping in for a solid investment option. However, when comparing the hedge fund guru’s bullish amp up in shares against how the rest of the Street is trading, according to TipRanks, others have been bearish on the stock in the past year. Cory Kasimov of J.P. Morgan rates a Sell without listing a price target and Joshua Schimmer of Piper Jaffray rates a Sell on MNKD with a $0.54 price target, which implies a nearly 74% downside from current levels. I think this is important enough to have its own thread. It's Billionaires like this that may have been responsible for are recent pops and not inside information leaking. Glad to see big money getting in perhaps they will see the great advantages and really help MNKD OUT.
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Post by sportsrancho on Sept 4, 2017 8:43:41 GMT -5
www.smarteranalyst.com/2017/09/01/billionaire-izzy-englander-dodges-baozun-inc-adr-bzun-antes-nutanix-inc-ntnx-mannkind-corporation-mnkd/MannKind Catches Izzy’s Eye Englander clearly spots an advantage in MannKind, as he guided his firm to spring for an extra 744,532 shares, raising Millennium’s stake to 822,192 shares worth $1,159,000. It was a second-quarter move that is paying off already for the billionaire, as investors this week have been trumpeting enthusiasm for the biotech firm, with shares racing almost 15 yesterday and another 6% pop in pre-market today. This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial. Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life. Considering the global injectable insulin market is one that boasts close to $30 billion, which includes $7 billion on the domestic front, it is no wonder Englander likewise pinpoints real potential with this investment. After reacquiring the full rights to Afrezza from Sanofi last year on back of a short-lived, underwhelming launch, the stock’s valuation plummeted to the “low end of the spectrum,” says Kolbert. Yet, the winds of sand have shifted to the firm’s favor, as “MannKind now has the right management team in place, has built commercial infrastructure, and is executing a commercialization strategy that poises the company for a turnaround, which should unlock value for investors,” cheers the analyst. Meanwhile, “The relaunch of Afrezza initiated in 2H16 and is building traction,” Kolbert underscores, elaborating, “The company has a sales force of nearly 100 Afrezza-dedicated representatives targeting insulin-prescribing physicians. Pricing is competitive to injectable insulin and MannKind is building awareness with doctors, payers, and patients.” As such, the analyst reiterates a Buy on MannKind stock with a $4 price target, which represents a 93% increase from where the stock is currently trading. (To watch Kolbert’s track record, click here) Ultimately, Kolbert sees meaningful gains ahead for MannKind, contending, “Afrezza could shift the paradigm in diabetes management and with Afrezza now in the hands of a very capable management team, the focus is on execution. In the U.S., a conservative 5% share of the insulin market is a $350M opportunity. At the current ~$120M market capitalization there is significant upside, in our view.” With such promising stock value just waiting to be unlocked, momentum seems to shine for MannKind, and Englander is swooping in for a solid investment option. However, when comparing the hedge fund guru’s bullish amp up in shares against how the rest of the Street is trading, according to TipRanks, others have been bearish on the stock in the past year. Cory Kasimov of J.P. Morgan rates a Sell without listing a price target and Joshua Schimmer of Piper Jaffray rates a Sell on MNKD with a $0.54 price target, which implies a nearly 74% downside from current levels. I think this is important enough to have its own thread. It's Billionaires like this that may have been responsible for are recent pops and not inside information leaking. Glad to see big money getting in perhaps they will see the great advantages and really help MNKD OUT. From a billionaire I know well, who is not invested in MNKD. He has mentioned that it's the attorneys that leak the info involved in the deals they work on to the big money:-) They all know, IMO, when things are going to turn way before we do...
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Post by stew3409 on Sept 4, 2017 9:41:08 GMT -5
@sportsrancho what's stopping your friend billionaire to accumulate MNKD shares and offer financing to Mannkind?
Buying 25 million shares spending 50 mil to 75 million and offer 75 million financing a 1 yr runway could net him a lot and could get a board seat
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Post by sportsrancho on Sept 4, 2017 10:01:30 GMT -5
@sportsrancho what's stopping your friend billionaire to accumulate MNKD shares and offer financing to Mannkind? Buying 25 million shares spending 50 mil to 75 million and offer 75 million financing a 1 yr runway could net him a lot and could get a board seat He is CEO of his own company and has no interest in biotech. No PWD in his family. But wishes myself, and my client Tom good luck on our investment.
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Post by mnkdfann on Sept 4, 2017 10:06:35 GMT -5
www.smarteranalyst.com/2017/09/01/billionaire-izzy-englander-dodges-baozun-inc-adr-bzun-antes-nutanix-inc-ntnx-mannkind-corporation-mnkd/MannKind Catches Izzy’s Eye Englander clearly spots an advantage in MannKind, as he guided his firm to spring for an extra 744,532 shares, raising Millennium’s stake to 822,192 shares worth $1,159,000. It was a second-quarter move that is paying off already for the billionaire, as investors this week have been trumpeting enthusiasm for the biotech firm, with shares racing almost 15 yesterday and another 6% pop in pre-market today. This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial. Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life. Considering the global injectable insulin market is one that boasts close to $30 billion, which includes $7 billion on the domestic front, it is no wonder Englander likewise pinpoints real potential with this investment. After reacquiring the full rights to Afrezza from Sanofi last year on back of a short-lived, underwhelming launch, the stock’s valuation plummeted to the “low end of the spectrum,” says Kolbert. Yet, the winds of sand have shifted to the firm’s favor, as “MannKind now has the right management team in place, has built commercial infrastructure, and is executing a commercialization strategy that poises the company for a turnaround, which should unlock value for investors,” cheers the analyst. Meanwhile, “The relaunch of Afrezza initiated in 2H16 and is building traction,” Kolbert underscores, elaborating, “The company has a sales force of nearly 100 Afrezza-dedicated representatives targeting insulin-prescribing physicians. Pricing is competitive to injectable insulin and MannKind is building awareness with doctors, payers, and patients.” As such, the analyst reiterates a Buy on MannKind stock with a $4 price target, which represents a 93% increase from where the stock is currently trading. (To watch Kolbert’s track record, click here) Ultimately, Kolbert sees meaningful gains ahead for MannKind, contending, “Afrezza could shift the paradigm in diabetes management and with Afrezza now in the hands of a very capable management team, the focus is on execution. In the U.S., a conservative 5% share of the insulin market is a $350M opportunity. At the current ~$120M market capitalization there is significant upside, in our view.” With such promising stock value just waiting to be unlocked, momentum seems to shine for MannKind, and Englander is swooping in for a solid investment option. However, when comparing the hedge fund guru’s bullish amp up in shares against how the rest of the Street is trading, according to TipRanks, others have been bearish on the stock in the past year. Cory Kasimov of J.P. Morgan rates a Sell without listing a price target and Joshua Schimmer of Piper Jaffray rates a Sell on MNKD with a $0.54 price target, which implies a nearly 74% downside from current levels. I think this is important enough to have its own thread. It's Billionaires like this that may have been responsible for are recent pops and not inside information leaking. Glad to see big money getting in perhaps they will see the great advantages and really help MNKD OUT. It already does have its own thread, but you overestimate the importance of the news. There is no indication whatsoever that the billionaire even knows about this tiny stake. mnkd.proboards.com/thread/8494/nice-izzy-ante
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Post by agedhippie on Sept 4, 2017 18:06:35 GMT -5
www.smarteranalyst.com/2017/09/01/billionaire-izzy-englander-dodges-baozun-inc-adr-bzun-antes-nutanix-inc-ntnx-mannkind-corporation-mnkd/MannKind Catches Izzy’s Eye Englander clearly spots an advantage in MannKind, as he guided his firm to spring for an extra 744,532 shares, raising Millennium’s stake to 822,192 shares worth $1,159,000. It was a second-quarter move that is paying off already for the billionaire, as investors this week have been trumpeting enthusiasm for the biotech firm, with shares racing almost 15 yesterday and another 6% pop in pre-market today. This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial. ... With such promising stock value just waiting to be unlocked, momentum seems to shine for MannKind, and Englander is swooping in for a solid investment option. However, when comparing the hedge fund guru’s bullish amp up in shares against how the rest of the Street is trading, according to TipRanks, others have been bearish on the stock in the past year. Cory Kasimov of J.P. Morgan rates a Sell without listing a price target and Joshua Schimmer of Piper Jaffray rates a Sell on MNKD with a $0.54 price target, which implies a nearly 74% downside from current levels. This is a fine example of why you should never read these stupid articles. First a disclaimer - I have never worked for Millennium, but I have worked for one of their competitors although it is a few years ago now. Millennium makes it's money from arbitrages, not fundamental investment, so the only thing you can be certain of is that they did not buy Mannkind because it looks like a good investment. From the size of the buy it is probably a small part of a much bigger basket of micro-cap biotechs. I could guess at what they were doing, but the strategies are so opaque that a guess is all it would be. What I can say is that if Millennium held that position for longer than a couple of weeks I would be stunned. These funds hold thousands of instruments in any one day and the trading is immense. Execution is automated once you get past the stage of approving a strategy so stock selection and composition is outside human scope. The holding of quant funds means absolutely nothing.
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Post by casualinvestor on Sept 20, 2017 9:38:17 GMT -5
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Post by brentie on Sept 20, 2017 9:56:25 GMT -5
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Post by joeypotsandpans on Sept 20, 2017 10:07:01 GMT -5
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Post by babaoriley on Sept 20, 2017 15:30:31 GMT -5
Sarah Mendoza is going straight to the head of the class!
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Post by peppy on Sept 20, 2017 15:34:52 GMT -5
Sarah Mendoza is going straight to the head of the class! funny/strange Sarah compared MNKD and Amgen. I wondered if her choice of comparators came from this board.
(all the amgen/mnkd talk)
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Post by mnholdem on Sept 20, 2017 15:46:26 GMT -5
Click bait?
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