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Post by mannmade on Jun 16, 2018 10:48:23 GMT -5
As we approach the start of ADA (at roughly the midpoint of 2018) I thought it might be good to recap what we have to look forward to this year both pro and con:
A. The Pros
1. ADA Stat Study and Hypo Study
2. Term sheet (possibly China?)
3. Possible second term sheet (Mexico or Canada?)
4. Trep T Partner (upfront cash payment?)
5. One Drop partnership for direct pay subscription
6. Better Insurance Coverage
7. Gradual trend of increasing scripts and revenue
8. Mike’s assurances we will meet guidance
9. RLS, anyone???
10. Approval of AFREZZA for Brazil
11. Possible Fast track of AFREZZA in India
12. Start of Trep T Phase 3
13. Reduction of Deerfield Debt w final payment in 2019, leaving only Mann Group as a major debtor
14. New Commercial and more commercials
15. Dr. K continued publishing and outreach w his advisory board
16. Continued growth of cgm penetration and with it the growth of importance of TIR, which helps us
B. The Cons
1. Need for cash: Dilution on it before August? Or something non-dilutive? Likely dilution
2. Payment to Deerfield in July with stock also dilutive
3. Scripts and revenue do not grow as expected
4. Dilution in 1st Q 2019
I would say the Pros outweigh the The Cons imho at this point in time.
Please note if I have left anything out either Pro or Con please feel free to add. This is only meant to be an outline to start a conversation about what we might expect over next six months until end of year.
Also I have only included those items both pro and con which imho are real possibilities and have tried to avoid the truly speculative with no basis or reference points making them worth inclusion on either list.
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Post by brotherm1 on Jun 16, 2018 11:07:04 GMT -5
A 17. More VDEX openings
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Post by sportsrancho on Jun 16, 2018 11:22:54 GMT -5
I second that!! And speculate.... #1...That after we are in a position of strength we could get a co/partner for Afrezza. #2...That RLS is hooey. |
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Post by yash on Jun 16, 2018 11:23:46 GMT -5
A18. Share Price in double digits..  |
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Post by joeypotsandpans on Jun 16, 2018 11:26:06 GMT -5
Certainty, a 29 million share sponge waiting to absorb potential dilution or if cash raised via non-dilutive fashion then fuel supportive of s/p  |
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Post by thekindaguyiyam on Jun 16, 2018 12:39:25 GMT -5
Good thing we have the Pros to counter the Cons
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Post by agedhippie on Jun 16, 2018 13:21:58 GMT -5
As we approach the start of ADA (at roughly the midpoint of 2018) I thought it might be good to recap what we have to look forward to this year both pro and con: 13. Reduction of Deerfield Debt w final payment in 2019, leaving only Mann Group as a major debtor Not exactly a creditor but I believe Deerfield get a lump sum when certain sales milestones are hit. It was in one of the agreements. |
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Post by mannmade on Jun 16, 2018 14:34:21 GMT -5
As we approach the start of ADA (at roughly the midpoint of 2018) I thought it might be good to recap what we have to look forward to this year both pro and con: A. The Pros 1. ADA Stat Study and Hypo Study 2. Term sheet (possibly China?) 3. Possible second term sheet (Mexico or Canada?) 4. Trep T Partner (upfront cash payment?) 5. One Drop partnership for direct pay subscription 6. Better Insurance Coverage 7. Gradual trend of increasing scripts and revenue 8. Mike’s assurances we will meet guidance 9. RLS, anyone??? 10. Approval of AFREZZA for Brazil 11. Possible Fast track of AFREZZA in India 12. Start of Trep T Phase 3 13. Reduction of Deerfield Debt w final payment in 2019, leaving only Mann Group as a major debtor 14. New Commercial and more commercials 15. Dr. K continued publishing and outreach w his advisory board 16. Continued growth of cgm penetration and with it the growth of importance of TIR, which helps us B. The Cons 1. Need for cash: Dilution on it before August? Or something non-dilutive? Likely dilution 2. Payment to Deerfield in July with stock also dilutive 3. Scripts and revenue do not grow as expected 4. Dilution in 1st Q 2019 I would say the Pros outweigh the The Cons imho at this point in time. Please note if I have left anything out either Pro or Con please feel free to add. This is only meant to be an outline to start a conversation about what we might expect over next six months until end of year. Also I have only included those items both pro and con which imho are real possibilities and have tried to avoid the truly speculative with no basis or reference points making them worth inclusion on either list. Forgot to add that the above is with apparently no competition for next 7 to 10 year’s... according to both Mike C and Dr. K. |
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Post by agedhippie on Jun 16, 2018 15:48:29 GMT -5
Forgot to add that the above is with apparently no competition for next 7 to 10 year’s... according to both Mike C and Dr. K. I think somebody could Dance through the gate a lot faster than that. A big demand for Afrezza would drive somebody to look at Dance. |
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Post by mannmade on Jun 16, 2018 15:56:52 GMT -5
Yes but as I understand it, Dance is the same old insulin. (I could be wrong) and if it is then it is hexameric and still will take longer to get in the system. Also I believe mnkd has a simpler device/system for inhalation. In any event what humalog and Novolog have shown us is that there is room for more than one.
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Post by compound26 on Jun 16, 2018 17:43:13 GMT -5
If I remember correctly, Dance's formula is basically is an updated version of Exubera. One difference is that they liquefied it. The team behind Dance also worked on Exubera.
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Post by kc on Jun 16, 2018 18:04:45 GMT -5
Good thing we have the Pros to counter the Cons Most of the Con Men & Women seem to be in the swamp in DC. Let’s focus on Making Mannkind Great again. |
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Post by agedhippie on Jun 16, 2018 21:21:01 GMT -5
If I remember correctly, Dance's formula is basically is an updated version of Exubera. One difference is that they liquefied it. The team behind Dance also worked on Exubera. That would make sense. Exubera was a powder, this was probably the liquid vapor group. |
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Post by mannmade on Jun 16, 2018 21:51:32 GMT -5
As we approach the start of ADA (at roughly the midpoint of 2018) I thought it might be good to recap what we have to look forward to this year both pro and con: A. The Pros 1. ADA Stat Study and Hypo Study 2. Term sheet (possibly China?) 3. Possible second term sheet (Mexico or Canada?) 4. Trep T Partner (upfront cash payment?) 5. One Drop partnership for direct pay subscription 6. Better Insurance Coverage 7. Gradual trend of increasing scripts and revenue 8. Mike’s assurances we will meet guidance 9. RLS, anyone??? 10. Approval of AFREZZA for Brazil 11. Possible Fast track of AFREZZA in India 12. Start of Trep T Phase 3 13. Reduction of Deerfield Debt w final payment in 2019, leaving only Mann Group as a major debtor 14. New Commercial and more commercials 15. Dr. K continued publishing and outreach w his advisory board 16. Continued growth of cgm penetration and with it the growth of importance of TIR, which helps us B. The Cons 1. Need for cash: Dilution on it before August? Or something non-dilutive? Likely dilution 2. Payment to Deerfield in July with stock also dilutive 3. Scripts and revenue do not grow as expected 4. Dilution in 1st Q 2019 I would say the Pros outweigh the The Cons imho at this point in time. Please note if I have left anything out either Pro or Con please feel free to add. This is only meant to be an outline to start a conversation about what we might expect over next six months until end of year. Also I have only included those items both pro and con which imho are real possibilities and have tried to avoid the truly speculative with no basis or reference points making them worth inclusion on either list. Forgot to add that the above is with apparently no competition for next 7 to 10 year’s... according to both Mike C and Dr. K. Need to add Russell 3000 inclusion and CTO filing (whatever it means) |
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Post by brotherm1 on Jun 16, 2018 21:59:52 GMT -5
A 12.
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