|
Post by mannmade on Sept 29, 2021 17:12:35 GMT -5
I wonder if this is a net positive or net negative to monthly income and expenses vs owning the plant outright? I am not a financial guru, but if they are still responsible for operating and maintaining the plant and they now have an additional expense of $10m give or take per month, in monthly lease/rent to pay, my question is; are they taking on more debt for the sake of cash even though non-dilutive?
If true then the $10m per month in expected revenue from anticpated Trep T royalties becomes a wash and mnkd is not cash flow positive as was expecting upon Trep approval and sales ramping up. This is important because being cash flow positive imho is more valuable to the company for creating a higher stock price then having $100m in additional cash. Plus they give up the value of an asset on the books. Honestly not sure what I am missing. (Perhaps they had a siginifcant loan on the property which is now paid off or removed via this transaction) Didn't mnkd have $200m in coh within last 12 months? (I dont remember exact amount)
I will gladly pay you tomorrow for a hamburger today... (that one is for Peppy... Ha!)
I honestly dont know the answer, nor do I know how much coh they had before, nor what the cash is being used for.
Hope it is for the best interswt of shareholders... GLTAL's!!!
|
|
|
Post by mannmade on Sept 20, 2021 10:57:12 GMT -5
You are correct as I know her humor to be... However, more like vericose veins in need oif support... That's a nasty comment. Well, it was not directed at Peppy, whom I personally respect and admire for all she does on this board and for us in support of our investments. It was more about how off those quotes seem to have been to date... However, she does call herself a "Nasty Woman" as I recall... Haha! GLTAL's especailly Peppy!
|
|
|
Post by mannmade on Sept 17, 2021 16:10:20 GMT -5
You are correct as I know her humor to be... However, more like vericose veins in need oif support...
|
|
|
Post by mannmade on Sept 16, 2021 15:37:48 GMT -5
You could be right...
|
|
|
Post by mannmade on Sept 16, 2021 15:25:41 GMT -5
Akemp and Awesomo, I agree with you both. Just think it's odd after all these years the shorts don't seem to see this event as very significant, (based on the lack of movement downward on shorted shares,) as I think it should be to Mannkind's future growth and success which is what they have been betting against all these years. Now with a positive cash flow and $2.4B in carry foerward losses, one would think they would start to head for the exits.
|
|
|
Post by mannmade on Sept 16, 2021 15:09:21 GMT -5
There is a lot riding on this moment... After many years, since 2008 for me, this will either make or break Mankind as a company imho and along with it take many long time investors with it either way it goes... I have been here since before Pro-Boards when Liane had started this forum on Agoacom, where I first met Baba. I have lost way more than I will ever make up for with Mannkind, but nonetheless still hold a few shares and am looking for a moral victory with the FDA approval of Trep T. Most people on here have much more at stake at this point, in real dollars and lost opportunity for their many years of loyalty. Everything I have seen so far, except the recent price action and lack of real reduction in the short position, point to an approval. (Eg: Phase 3 results, Uthr paying for expedited aproval, Uthr looking to already expand consumer base/application.) I am not an expert on these things and once thought I knew more about Afrezza and the chances for its success than I now beleive I do... I understood Afrezza and its real world benefits, I just did not understand the Medical, Insurance, Pharma, Government Industrial Complex... So here I am, not sure what i am missing... Hope its nothing! GLTAL's!!!
|
|
|
Post by mannmade on Sept 16, 2021 14:03:42 GMT -5
So with last reported short interest on this board: Short Interest 8/13/21 : 31,380,956 My question is: With a pending FDA decision on Trep T, due in less than a month on October 15 as I understand it, that most people/investors seem to think will be positive given the previously announced results of the Phase 3 study by UTHR; Why are the shorts not exiting and why is the share price going down...? Does anyone else find it strange...? Oh I forgot this is Mannkind... GLTAL's!!!
|
|
|
Post by mannmade on Sept 11, 2021 10:11:22 GMT -5
I think when Mike first came on as CEO, one of his first statements and promises was for more transparency. You be the judge... GLTAL's!!!
|
|
|
Post by mannmade on Aug 31, 2021 16:04:37 GMT -5
Little surprising to see David Kendall’s name on that one.. Not if you consider that obesity is the main driver for adult onset and type 2 diabetes later in life and also with peds.
|
|
|
Post by mannmade on Aug 11, 2021 16:45:42 GMT -5
sweedee, this is the point I bring up from time to time, but it mostly falls on deaf ears. If you search for a post of mine that mentions "tony", I've related my experience on another board from yesteryear. Bottom line, it's much more important to treat other board members with respect than it is to mount a campaign to convince others that someone is (or isn't) a "paid basher". And it's best to give everyone the benefit of the doubt. Honestly, who even cares? If you know what you own then you should be good and confident in what you own. Negative staterments without a factual basis are of no matter to me and I just ignore them... Easy enough to filter what is relevant and what is not... No reason to even pay attention to what is not... at least that's my own opinion. I have already said too much on this... GLTAL's!!!! As BD and Aretha said... It's about R E S P E C T!
|
|
|
Post by mannmade on Aug 4, 2021 10:51:32 GMT -5
Therapeutics vs vaccines, which will hold up to the test of time as more variants present themselves? My bet is on therapeutics. Even a vaccine hesitant individual would likely reach for therapy if/when they were to show symptoms of illness. Too late for a vaccine at that point, but a therapy may just save their life. I suspect it will be both, especially where children are concerned and in the third world for vaccines. What I mean is that even if vaccines are not completely successful in preventing the onset of variants as they emerge, they seem to almost uninamously prevent severe symtoms/effects and hospitalization/death. So if vaxxed and a person catches covid, they may be treated with a therapeutic as well to make it go away faster than the common cold...
|
|
|
Post by mannmade on Aug 3, 2021 12:39:44 GMT -5
About three years… Remember everyone wanted him to give guidance and when he finally did and they didn’t meet everyone was all pissed off No reason to give Afrezza guidance unless they expect some growth. Maybe guidance next qtr at least from uhtr. I can give you guidance... just look at the Afrezza sales for the last two years and use same numbers for the next two... GLTAL's!!!
|
|
|
Post by mannmade on Jul 23, 2021 16:09:54 GMT -5
That is what I'm most curious about. What are the dosing protocols for each arm? The only place "unit" is referenced on the clinicaltrials.gov page is under Inclusion Criteria "Average prandial dose of insulin ≥2 units per meal". In past comments about the upcoming Peds trial, it seems that MC made a concerted effort to make sure Afrezza users would be treating to target, not treating to carb ratios. Is there somewhere the trial design could be viewed? A close friend has a 7 year-old T1D son that might be a great candidate for the trial. We spent a few days vacationing with them recently and in a span of three days (and possibly within the same day) his range was mid 40's to 480's and they seem pretty vigilant trying to keep up with a Dexcom and Omnipod. Good points, as I was actually referring to timing of the doses, where in the last FDA trial, dosing for Afrezza was 30 minutes before a meal with no follow up, same as RAA's. This lead to a real disadvantage in not being able to show how superior the fast in/fast out kinetics of Afrezza are for pwd. Suprising that Afrezza did as well as it did in coming up non-inferior to RAA's given the above.
|
|
|
Post by mannmade on Jul 23, 2021 14:43:20 GMT -5
The last of the original trials for FDA approval were after the first denials by the FDA. So the last trials were designed not to prove superiority but more to show not less inferior as I recall, as this was to be the last time they applied to the FDA and Mannkind wanted to ensure approval.
Aa a result, the dosing protocols were way off for the kinetic actions of fast in/fast out which was not a fair comparison in hind sight. Actually very suprising given the protocol desgins for using Afrezza and dosing the same way as RAA prandials that Afrezza did as well as it did.
Hopefully this new peds study repairs all that and the damage it caused.
|
|
|
Post by mannmade on Jun 30, 2021 17:53:48 GMT -5
Seems to me that SeyHey did not infer that there is/was any intellectual property of Vdex as I read the reference from SeyHey you quoted. However, regardless of what you seem predisposed to think and with all due respect and the personal admiration I have for Sam and his one off personal experience and all that is implied (and I know him personally and respect him and all he has done for Afrezza) a one off expereince cannot replace the multiple similar experiences/results from a variety of individuals that Vdex has treated and accomplished. Especially when one considers the only consistent denominator in the equation is the Vdex Protocols. As most pwd will admit, no two react the same, and yet Vdex manages to come out with very similar results time after time with different patients. And no I am not a Vdex shill... In fact I very rarely post on this board anymore, even though I have been here since the agorcom days. Apparently the FDA, the ADA do not have the ability to work through this issue and as a consequence Mnkd's hands are tied and most doctors are not bold or curious enough to do right for their patients. So, other than doing very expensive studies, what Vdex has done is prove in the real world that with the right set of protocols and a proper teaching process there is nothing in the world more effective and safer than Afrezza combined with a properly tuned cgm. Something that should have been done and settled a long time ago. I have a younger brother who passd on from T1 diabetes last year and I have been a long shareholder since 2008. PWD live in the real world... GLTAL's!!!!
|
|