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Post by pat on Jan 5, 2018 11:12:29 GMT -5
Mann, I hope Nate knows what he's doing.
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Post by cjm18 on Jan 5, 2018 11:44:36 GMT -5
Another bullish newsletter by nate the great?
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Post by boca1girl on Jan 5, 2018 12:02:15 GMT -5
I will not buy more before we see what happens on 1/15 with the Deerfield debt.
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Post by dh4mizzou on Jan 5, 2018 12:03:29 GMT -5
Boca,
I'm looking to add another 1,000 shares and I agree. |
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Post by pat on Jan 5, 2018 12:03:43 GMT -5
No. Nothing new.
Just getting longer, like many here, waiting for the practices that will go all in to do so and for scripts to pop.
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Post by dreamboatcruise on Jan 5, 2018 12:06:03 GMT -5
Mann, I hope Nate knows what he's doing. Seems like he does. It has been stressed to be diversified. If you've held all the stocks he recommends you've done pretty well despite the loses on MNKD. |
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Post by dreamboatcruise on Jan 5, 2018 12:10:41 GMT -5
I will not buy more before we see what happens on 1/15 with the Deerfield debt. Leading up to earnings there could be additional downward pressure on expectation of guidance miss. I might consider adding to my position as these two potential negatives play out. |
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Post by boca1girl on Jan 5, 2018 13:08:54 GMT -5
I will not buy more before we see what happens on 1/15 with the Deerfield debt. Leading up to earnings there could be additional downward pressure on expectation of guidance miss. I might consider adding to my position as these two potential negatives play out. Not to say that I will buy more after 1/15, but I think they will warn of missing guidance well before earnings, if in fact they will miss. |
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Post by dreamboatcruise on Jan 5, 2018 13:29:34 GMT -5
Leading up to earnings there could be additional downward pressure on expectation of guidance miss. I might consider adding to my position as these two potential negatives play out. Not to say that I will buy more after 1/15, but I think they will warn of missing guidance well before earnings, if in fact they will miss. Is there a chance they did meet guidance? It appears that gross to MNKD would need to be basically be 100% of reported Symphony retail for Q4 to meet guidance? Even if we assume that recent pricing change increased MNKD gross to retail ratio (skeptical that is valid assumption), we know that there has to be a significant gap as there is with all pharma products. I'd be curious if anyone has some reasoned hypothesis about meeting guidance. If we were to somehow do that I think stock would react very positively, especially if then coupled with strong future guidance. |
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Post by Omega on Jan 5, 2018 13:35:04 GMT -5
If MNKD received any type of payment from RLS prior to the end of the 4th Q how big of a window before we would see a PR on it?
The $1M Payment from RLS made on 12/30/16 was reported on 1/2/17.
Could there have been another Dec '17?
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Post by factspls88 on Jan 5, 2018 13:52:56 GMT -5
If MNKD received any type of payment from RLS prior to the end of the 4th Q how big of a window before we would see a PR on it? The $1M Payment from RLS made on 12/30/16 was reported on 1/2/17. Could there have been another Dec '17? If I'm not mistaken Mannkind's deal with RLS has to do with meeting certain milestones, not calendar dates. |
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Post by dreamboatcruise on Jan 5, 2018 14:01:57 GMT -5
If MNKD received any type of payment from RLS prior to the end of the 4th Q how big of a window before we would see a PR on it? The $1M Payment from RLS made on 12/30/16 was reported on 1/2/17. Could there have been another Dec '17? Not impossible, but I'd assume they would announce it pretty quickly... don't see any reason to delay such an announcement. Also, there would be no reason to suspect that a development progress milestone would occur exactly a year after the prior one. In the absence of other info I'd say it is as likely that it happens in Feb, or April, or any other month as it having happened in Dec. And always two caveats in general... some very small chance that there is a science/technology reason why technosphere simply doesn't work and milestones are unachievable, and somewhat more likely chance that RLS halts development of inhaled cannabis product for business reasons and agreement is drafted such that they can opt out of it without paying outstanding milestones. Though I would think that the latter two undesirable outcomes would trigger an announcement... so I'm assuming it is still on track even if the train's velocity is unknown. |
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