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Post by babaoriley on Jun 14, 2018 10:32:31 GMT -5
This Phase 1 completion seems like such big news, such a positive development and opportunity, I'm puzzled why the market hasn't responded with a bump in share price. Any comments from Nate yet on this? I'm assuming he will say it's just more evidence of the mis-pricing of MNKD shares. If so, I think it's a good argument. Cretin, a lot of the malaise in the share price, notwithstanding promising news, has to do with how long it will take the promising news to mature into revenue. If we had $400 million of cash, it would be one thing... |
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Post by sportsrancho on Jun 14, 2018 12:44:35 GMT -5
Someone just asked a question on StockTwits ...how much would the share price be if we only...
$MNKD If Tret T was MNKD's only product would the pps be higher than a buck nine? C’mon man…c’mon!
I just looked at the ten year chart, hard to believe my first share cost $100!
The company had a good reputation then, sadly that did not last, and now too many people for too many years have believed we are a scam. I think that came from the promises of riches. Although I’m not sure. Of course this is the opposite of the truth as the company has come into a whole new way of operation. Hard working 24/7! Changing lives. Always going to extra mile. I see it every day.
Takes a long time though to change that perspective...has to come from the inside out:-) Clean-up/ rebrand/ re-capitalize. Show the street we’re here to stay. Stand behind the product, Afrezza..first in class! Hire the right people. Make mistakes, learn from them. And grow:-) #wewillshowthem
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Post by mytakeonit on Jun 14, 2018 13:22:56 GMT -5
So it was sports that bought my share ... I thought it was kite.
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Post by casualinvestor on Jun 14, 2018 14:46:06 GMT -5
This Phase 1 completion seems like such big news, such a positive development and opportunity, I'm puzzled why the market hasn't responded with a bump in share price. Any comments from Nate yet on this? I'm assuming he will say it's just more evidence of the mis-pricing of MNKD shares. If so, I think it's a good argument. I think the dilution (Deerfield debt-for-shares) blunted any momentum that might have been gotten from this. Deerfield usually sells shares they get as payment. Thursday: Trep-T news in the morning Monday: Dilution news MNKD needs to work on it's timing |
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Post by u1682002 on Jun 14, 2018 15:18:13 GMT -5
This Phase 1 completion seems like such big news, such a positive development and opportunity, I'm puzzled why the market hasn't responded with a bump in share price. Any comments from Nate yet on this? I'm assuming he will say it's just more evidence of the mis-pricing of MNKD shares. If so, I think it's a good argument. I think the dilution (Deerfield debt-for-shares) blunted any momentum that might have been gotten from this. Deerfield usually sells shares they get as payment. Thursday: Trep-T news in the morning Monday: Dilution news MNKD needs to work on it's timing I can not agree with you more. In my opinion, MNKD has all the technical skills and good hearts but still lacks of the good experiences to deal with WS. Just judging from the sequences of recent events. Keep dealing with Deerfield by offering a few mil shares at time will kill all the momentums. |
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Post by tingtongtung on Jun 14, 2018 15:34:16 GMT -5
I think the dilution (Deerfield debt-for-shares) blunted any momentum that might have been gotten from this. Deerfield usually sells shares they get as payment. Thursday: Trep-T news in the morning Monday: Dilution news MNKD needs to work on it's timing I can not agree with you more. In my opinion, MNKD has all the technical skills and good hearts but still lacks of the good experiences to deal with WS. Just judging from the sequences of recent events. Keep dealing with Deerfield by offering a few mil shares at time will kill all the momentums. Well.. If they had reversed that that would have been a problem too. The whole stock market is crazy now. Not just bubble - it's like bubble on the bubble of a bubble :-) ==> BTW, that phrase is mine. Everyone has to get my permission to use it! The money is cheap, and everyone has tons of it now. It's just so frustrating that MNKD has to work hard to make a point during this time. I hope this market remain frothy for another year. I don't want MNKD to come out as the best and the economy is in recession. I'm sure Mike and others have weighed on it.. But, this is so frustrating when IQ, HUYA, etc, etc are going like that everyday and MNKD is struggling.. |
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Post by sportsrancho on Jun 14, 2018 15:43:11 GMT -5
I think the dilution (Deerfield debt-for-shares) blunted any momentum that might have been gotten from this. Deerfield usually sells shares they get as payment. Thursday: Trep-T news in the morning Monday: Dilution news MNKD needs to work on it's timing I can not agree with you more. In my opinion, MNKD has all the technical skills and good hearts but still lacks of the good experiences to deal with WS. Just judging from the sequences of recent events. Keep dealing with Deerfield by offering a few mil shares at time will kill all the momentums. We just need a little momentum, we need to stay over five dollars... then Mike can make the rounds on CNBC. I think he has the skills to be really good at presenting and showcasing Afrezza and the company. The darknet and pools of Wall Street... another story altogether huh..agree. |
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Post by babaoriley on Jun 14, 2018 15:55:41 GMT -5
"We just need a little momentum, we need to stay over five dollars.."
But first we must get over $5, and before that $4, oops, $3, oh, what am I saying, $2.
Let's see if we can retake "Hill 5" tomorrow on script count. Then, on to Hill 6.
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Post by jred on Jun 14, 2018 16:02:04 GMT -5
I agree the Deerfield debt-for-shares is what likely hurt upward momentum. I also think the market is probably expecting some further dilution to, at least in part, cover the $12million due Deerfield in July. Mike has talked about creating a 2 year window where the company isn't faced with large principal repayments and while the dilution can be a painful process for an equity holder, he is getting closer to his goal. To sportsrancho's point on progress being made - once they get through this July the last major hurdle will be $20million due Deerfield between May and July next year. While significant, if there is a positive response from the market (in the form of scripts and share price) in the months following the ADA, it's very possible there will be warrant exercises to help cover the cash outlay.
This can sound daunting and may make some new investors hesitant, but it is doable. It would clear out all the Deerfield debt by year end 2019 and give the team a 2 year window to focus on execution. While not painless, it is a rational plan to provide an opportunity for success. Not only is that something we didn't have before, but they are already making progress on it.
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Post by peppy on Jun 14, 2018 16:19:43 GMT -5
I agree the Deerfield debt-for-shares is what likely hurt upward momentum. I also think the market is probably expecting some further dilution to, at least in part, cover the $12million due Deerfield in July. Mike has talked about creating a 2 year window where the company isn't faced with large principal repayments and while the dilution can be a painful process for an equity holder, he is getting closer to his goal. To sportsrancho 's point on progress being made - once they get through this July the last major hurdle will be $20million due Deerfield between May and July next year. While significant, if there is a positive response from the market (in the form of scripts and share price) in the months following the ADA, it's very possible there will be warrant exercises to help cover the cash outlay.
This can sound daunting and may make some new investors hesitant, but it is doable. It would clear out all the Deerfield debt by year end 2019 and give the team a 2 year window to focus on execution. While not painless, it is a rational plan to provide an opportunity for success. Not only is that something we didn't have before, but they are already making progress on it.
I like reading what you have to say. |
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Post by boytroy88 on Jun 15, 2018 7:53:57 GMT -5
"We just need a little momentum, we need to stay over five dollars.."
But first we must get over $5, and before that $4, oops, $3, oh, what am I saying, $2.
Let's see if we can retake "Hill 5" tomorrow on script count. Then, on to Hill 6.
Hill 5, Done! 😃 |
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Post by mannmade on Jun 15, 2018 8:27:36 GMT -5
With the exception of last week a holiday shortened week (however in reality if prorated it still counts) we have now seen an upward trend in scripts and revenue for six straight weeks. Need more but with Dr. K and team spreading the word we should be gaining positive momentum on the trend in coming weeks, months imho...
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Post by brotherm1 on Aug 4, 2018 9:52:12 GMT -5
Now that United Theraputics has put forth the offer to acquire SteadyMeds PAH treatment for roughly $200 million, does this not give further credence to MNKD stock being GROSSLY undervalued. With a move directly to Phase 3, would should be able to solicit similar offers, I think. Really hoping Mike has some more bombs to drop, and actually a surprise that brings up front CASH. Lord knows we need it. Nothing is going to happen until the Mid-Term Phase 3 READOUT which will be around early 2020. If we could only get a long term loan for a mere $200M or so (with little interest and a balloon payment at the end) in two years or less we would be sitting in the cat bird seat with Afrezza most likely profitable along with Trep-T taking from the big boys. If I only had a billion $ right now I’d lend the money, and bet big with shares just before the loan with the utmost confidence of a return multiples of my investment in just two years. Then I would refinance the loan 😎 (I’d also have a large stash of stock to trade just to have fun with the shorts). |
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Post by tinkusr8215 on Aug 4, 2018 10:05:53 GMT -5
Nothing is going to happen until the Mid-Term Phase 3 READOUT which will be around early 2020. or so (with little interest and a balloon payment at the end) in two years or less we would be sitting in the cat bird seat with Afrezza most likely profitable along with Trep-T taking from the big boys. If I only had a billion $ right now I’d lend the money, and bet big with shares just before the loan with the utmost confidence of a return multiples of my investment in just two years. Then I would refinance the loan 😎 and who would lend that loan with out any guarantees? If we could only win the mega millions and power ball.  If we could only bought out by AMGN, APPL, GOOGL , Verily..
if you had a billion $ , you might as well suck up all the float , and lend the $200 mill with 1% minimal interest and make up the rest in the short squeeze.
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