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Post by peppy on May 9, 2018 16:57:09 GMT -5
Mike is expecting a lot of growth. Everything is ready. The improved hyperglycemic control, the improved hypoglycemia risk. The improved insurance coverage. The improved discussions with physicians.
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Post by boytroy88 on May 9, 2018 16:59:44 GMT -5
Mike is expecting a lot of growth. Everything is ready. The improved hyperglycemic control, the improved hypoglycemia risk. The improved insurance coverage. The improved discussions with physicians. Just need improved share price 😜
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Post by awesomo on May 9, 2018 17:01:33 GMT -5
Mike is expecting a lot of growth. Everything is ready. The improved hyperglycemic control, the improved hypoglycemia risk. The improved insurance coverage. The improved discussions with physicians. Just need improved share price 😜 Down 7+% AH, so not a great start, LOL.
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Post by digger on May 9, 2018 17:06:57 GMT -5
Mike is expecting a lot of growth. Everything is ready. The improved hyperglycemic control, the improved hypoglycemia risk. The improved insurance coverage. The improved discussions with physicians. There's talking the talk, and then there's actually walking the walk. Somewhere in CC was mention of renewing TV commercials, yet the slides show they only expect a burn of about 100 million -- only 5 million more than 2017. That allows only 5 million more in expenditures -- will that be all they spend on TV commercials? I don't see any place they could cut costs to free up more than that.
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Post by dreamboatcruise on May 9, 2018 17:10:51 GMT -5
Mike is expecting a lot of growth. Everything is ready. The improved hyperglycemic control, the improved hypoglycemia risk. The improved insurance coverage. The improved discussions with physicians. There's talking the talk, and then there's actually walking the walk. Somewhere in CC was mention of renewing TV commercials, yet the slides show they only expect a burn of about 100 million -- only 5 million more than 2017. That allows only 5 million more in expenditures -- will that be all they spend on TV commercials? I don't see any place they could cut costs to free up more than that. If you are correct that the projected burn is 5 million more than last year's cash burn, then you would need to also add in the increase in revenue projected for this year vs last to come up with the additional amount projected for expenditures.
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Post by sportsrancho on May 9, 2018 17:14:35 GMT -5
Person placeholder image Michael Kovacocy 6m Follow MNKD - Earnings call wrap-up...Solid progress continues towards driving a valuation based on a properly scaled Afrezza franchise along with a synergistic platform for other revenue drivers. Increased clarity on cash raise requirements along with sources of non-dilutive financing. Commentary regarding the resurrection of TV as a marketing tool driven by responsiveness and efficacy of medium are a very welcome and unexpected development. Upcoming ADA posture fulfills one of my the three catalysts for 2Q/3Q in my thesis. International expansion and Brazil 4Q/1Q go offer additional momentum catalysts above and beyond inflection in baseline US ops. Overall, I feel very comfortable following an excellent call and solid forward guidance and debrief. Stand by my targets of near-term $15 and longer term (within three years) $40.
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Post by digger on May 9, 2018 17:14:38 GMT -5
There's talking the talk, and then there's actually walking the walk. Somewhere in CC was mention of renewing TV commercials, yet the slides show they only expect a burn of about 100 million -- only 5 million more than 2017. That allows only 5 million more in expenditures -- will that be all they spend on TV commercials? I don't see any place they could cut costs to free up more than that. If you are correct that the projected burn is 5 million more than last year's cash burn, then you would need to also add in the increase in revenue projected for this year vs last to come up with the additional amount projected for expenditures. The slides are here -- seekingalpha.com/article/4171896-mannkind-corporation-2018-q1-results-earnings-call-slides
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Post by digger on May 9, 2018 17:16:45 GMT -5
Person placeholder image Michael Kovacocy 6m Follow MNKD - Earnings call wrap-up...Solid progress continues towards driving a valuation based on a properly scaled Afrezza franchise along with a synergistic platform for other revenue drivers. Increased clarity on cash raise requirements along with sources of non-dilutive financing. Commentary regarding the resurrection of TV as a marketing tool driven by responsiveness and efficacy of medium are a very welcome and unexpected development. Upcoming ADA posture fulfills one of my the three catalysts for 2Q/3Q in my thesis. International expansion and Brazil 4Q/1Q go offer additional momentum catalysts above and beyond inflection in baseline US ops. Overall, I feel very comfortable following an excellent call and solid forward guidance and debrief. Stand by my targets of near-term $15 and longer term (within three years) $40. Well, right now, after hours it's down 13 cents, so the market isn't exactly jumping with joy.
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Post by sportsrancho on May 9, 2018 17:24:47 GMT -5
Person placeholder image Michael Kovacocy 6m Follow MNKD - Earnings call wrap-up...Solid progress continues towards driving a valuation based on a properly scaled Afrezza franchise along with a synergistic platform for other revenue drivers. Increased clarity on cash raise requirements along with sources of non-dilutive financing. Commentary regarding the resurrection of TV as a marketing tool driven by responsiveness and efficacy of medium are a very welcome and unexpected development. Upcoming ADA posture fulfills one of my the three catalysts for 2Q/3Q in my thesis. International expansion and Brazil 4Q/1Q go offer additional momentum catalysts above and beyond inflection in baseline US ops. Overall, I feel very comfortable following an excellent call and solid forward guidance and debrief. Stand by my targets of near-term $15 and longer term (within three years) $40. Well, right now, after hours it's down 13 cents, so the market isn't exactly jumping with joy. Your time is almost up.
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Post by pat on May 9, 2018 17:30:51 GMT -5
He’s diggering his short hole deeper and deeper.
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Post by brotherm1 on May 9, 2018 17:35:03 GMT -5
push him in and cover it
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Post by n8 on May 9, 2018 17:37:59 GMT -5
For Digger and those alike,
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Post by sportsrancho on May 9, 2018 17:39:00 GMT -5
ST
$MNKD I did email MC to confirm FY18 guidance. His response was yes it stands or they would’ve had to disclose it otherwise today. Bullish
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Post by babaoriley on May 9, 2018 17:39:56 GMT -5
Brotherm1, now Digger may be one of the most obnoxious people around, but really, don't you think you've overstepped the bounds of decency and civility? After all, we're all members of the human race and entitled to some respect. Having said that, I don't think you have overstepped at all, unless you repeat your suggestion about a dozen or so times a day...
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Post by peppy on May 9, 2018 17:43:14 GMT -5
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