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Post by sayhey24 on May 30, 2019 19:15:35 GMT -5
Nothing on this thread is upside down.. Vdex threw an insult at Mnkd in public and there is obviously more going on behind the scenes between MC and Vdex and has been going on now for some time. I'm not in denial.. If the SOC can't be changed and we can't do large trial data for label change its going to be slow going for Afrezza. We do have peds coming in the future and we have technosphere.. and the possibility of new partners. Nate mentioned possible financing that didn't include dilution. He isn't on this bandwagon against management and is still a bull on Mnkd. There are smart people not pressing the panic button yet. Certainly has said nothing about a death spiral. Sweedee - if you read SO's last article he is predicting $67M in afrezza revenue next year. If you add in United, MNKD is near break even. Any additional business like RLS which we have been waiting on for over 3 years will put MNKD over the top. MNKD does not have a good product with afrezza. They don't even have a great product. They have a paradigm shifting diabetes solution. I am not aware of any near term competition which can do what afrezza does. The SOC will evolve but it will be a long slog unless change comes from outside the system and forces it like clinics directly competing against endo's and PCPs. How many people go to weight watchers who are diabetic and don't even know it? How many would benefit from afrezza? Here is an interesting write-up from Josolin. www.joslin.org/info/will_diabetes_go_away.html which in theory supports the "afrezza first afrezza always" approach. Give the T1s afrezza immediately especially during the honeymoon period and give the T2 afrezza even as they are losing a few pounds and getting in better shape. The write-up says "Scientists now think that it is important for people with newly diagnosed diabetes to continue taking some insulin by injection even during the honeymoon period." Forget the injections and just inhale at meal time. I think Dr. Kendal should be talking to Harvard to do such a study. |
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Post by ktim on May 30, 2019 19:20:52 GMT -5
This latest 50 percent move is showing retails lack of an appetite for purchasing more shares. I would hate to see the price after the next raise probably around the same time as last year. So what are you saying Traderdennis? Do you believe we are in a death spiral? Should MC be embracing talks with VDEX? MNKD having any sort of financial tie with VDex would seem incompatible with FDA regulations. What would they discuss? |
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Post by ktim on May 30, 2019 19:25:11 GMT -5
Nothing on this thread is upside down.. Vdex threw an insult at Mnkd in public and there is obviously more going on behind the scenes between MC and Vdex and has been going on now for some time. I'm not in denial.. If the SOC can't be changed and we can't do large trial data for label change its going to be slow going for Afrezza. We do have peds coming in the future and we have technosphere.. and the possibility of new partners. Nate mentioned possible financing that didn't include dilution. He isn't on this bandwagon against management and is still a bull on Mnkd. There are smart people not pressing the panic button yet. Certainly has said nothing about a death spiral. Sweedee - if you read SO's last article he is predicting $67M in afrezza revenue next year. If you add in United, MNKD is near break even. Any additional business like RLS which we have been waiting on for over 3 years will put MNKD over the top. MNKD does not have a good product with afrezza. They don't even have a great product. They have a paradigm shifting diabetes solution. I am not aware of any near term competition which can do what afrezza does. The SOC will evolve but it will be a long slog unless change comes from outside the system and forces it like clinics directly competing against endo's and PCPs. How many people go to weight watchers who are diabetic and don't even know it? How many would benefit from afrezza? Here is an interesting write-up from Josolin. www.joslin.org/info/will_diabetes_go_away.html which in theory supports the "afrezza first afrezza always" approach. Give the T1s afrezza immediately especially during the honeymoon period and give the T2 afrezza even as they are losing a few pounds and getting in better shape. The write-up says "Scientists now think that it is important for people with newly diagnosed diabetes to continue taking some insulin by injection even during the honeymoon period." Forget the injections and just inhale at meal time. I think Dr. Kendal should be talking to Harvard to do such a study. Would be great if we hit $67M next year, but that would require NRx to break out of it's current stagnant situation and start growing substantially. Haven't read SO recently, so can't speculate on validity of his prediction methodology. |
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Post by sweedee79 on May 30, 2019 19:30:23 GMT -5
So what are you saying Traderdennis? Do you believe we are in a death spiral? Should MC be embracing talks with VDEX? MNKD having any sort of financial tie with VDex would seem incompatible with FDA regulations. What would they discuss? That is exactly what I don't understand . I would like to know what Vdex was proposing.. |
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Post by mnkdfann on May 30, 2019 19:44:10 GMT -5
Nothing on this thread is upside down.. Vdex threw an insult at Mnkd in public and there is obviously more going on behind the scenes between MC and Vdex and has been going on now for some time. I'm not in denial.. If the SOC can't be changed and we can't do large trial data for label change its going to be slow going for Afrezza. We do have peds coming in the future and we have technosphere.. and the possibility of new partners. Nate mentioned possible financing that didn't include dilution. He isn't on this bandwagon against management and is still a bull on Mnkd. There are smart people not pressing the panic button yet. Certainly has said nothing about a death spiral. Sweedee - if you read SO's last article he is predicting $67M in afrezza revenue next year. If you add in United, MNKD is near break even. Any additional business like RLS which we have been waiting on for over 3 years will put MNKD over the top. This is what Spencer wrote in the comments: "You are not looking at the numbers very well. 2,000 scripts a week at an assumed net of $650 each brings in $1.3 million a week, which translates to $67 million a year. They burn about $90 to $100 million per year." Are you expecting $33+ million next year from UTHR? |
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Post by prcgorman2 on May 30, 2019 20:15:49 GMT -5
If TreT brings in cash and the next candidate molecule brings in cash, and if anything else brings in cash (RLS, India, Brazil, Australia, stuff we don’t know about), that doesn’t sound like crazy talk. The part I would question is 2,000 scripts a week next year. Current growth does not support that kind of optimism.
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Post by bones1026 on May 30, 2019 23:09:01 GMT -5
Sweedee - if you read SO's last article he is predicting $67M in afrezza revenue next year. If you add in United, MNKD is near break even. Any additional business like RLS which we have been waiting on for over 3 years will put MNKD over the top. This is what Spencer wrote in the comments: "You are not looking at the numbers very well. 2,000 scripts a week at an assumed net of $650 each brings in $1.3 million a week, which translates to $67 million a year. They burn about $90 to $100 million per year." Are you expecting $33+ million next year from UTHR? Nope..I’m expecting it THIS year Has to be something behind this silence..no? |
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Post by goyocafe on May 30, 2019 23:20:21 GMT -5
This is what Spencer wrote in the comments: "You are not looking at the numbers very well. 2,000 scripts a week at an assumed net of $650 each brings in $1.3 million a week, which translates to $67 million a year. They burn about $90 to $100 million per year." Are you expecting $33+ million next year from UTHR? Nope..I’m expecting it THIS year Has to be something behind this silence..no? The silence began after the second CRL. Something is definitely behind the silence; contempt for the common shareholders. |
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Post by prcgorman2 on May 31, 2019 5:45:51 GMT -5
Contempt? I think there is sympathy, but their vision of success cannot possibly include making all retail investors happy along the way. Mannkind may have been mortally wounded by the Sanofi stab in the back. I think the good doctors are too busy trying to save the patient to be bothered by the family’s emotional concerns in the waiting room.
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Post by traderdennis on May 31, 2019 11:06:58 GMT -5
This latest 50 percent move is showing retails lack of an appetite for purchasing more shares. I would hate to see the price after the next raise probably around the same time as last year. So what are you saying Traderdennis? Do you believe we are in a death spiral? Should MC be embracing talks with VDEX? It is starting to get close. I think mgmt was banking on the $1.60 warrants being exercised. I think there is only a 25% chance they will be exercised. If the price remains flat after a new round of financing which will happen late in 2019 or early 2020, I think the price would be below a buck. The longer Brazil takes, the mystery molecule and the additional payments, the more credibility MC looses. It could be ugly. |
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Post by traderdennis on May 31, 2019 11:08:16 GMT -5
Good to hear. I thought I heard he said he’s sitting till August or something like that. Regardless, I think Seeking Alpha’s negative articles are further reaching as they are free, published more often and can be accessed directly from the NASDAQ site. , Why not publish a positive article? |
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Post by pat on May 31, 2019 11:10:42 GMT -5
Trader - I’m buying more next week. You around and got some for sale?
Probably going to be buying more also after the next round of financing that, according to you, “will be” happening.
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Post by traderdennis on May 31, 2019 11:13:41 GMT -5
Sweedee - if you read SO's last article he is predicting $67M in afrezza revenue next year. If you add in United, MNKD is near break even. Any additional business like RLS which we have been waiting on for over 3 years will put MNKD over the top. MNKD does not have a good product with afrezza. They don't even have a great product. They have a paradigm shifting diabetes solution. I am not aware of any near term competition which can do what afrezza does. The SOC will evolve but it will be a long slog unless change comes from outside the system and forces it like clinics directly competing against endo's and PCPs. How many people go to weight watchers who are diabetic and don't even know it? How many would benefit from afrezza? Here is an interesting write-up from Josolin. www.joslin.org/info/will_diabetes_go_away.html which in theory supports the "afrezza first afrezza always" approach. Give the T1s afrezza immediately especially during the honeymoon period and give the T2 afrezza even as they are losing a few pounds and getting in better shape. The write-up says "Scientists now think that it is important for people with newly diagnosed diabetes to continue taking some insulin by injection even during the honeymoon period." Forget the injections and just inhale at meal time. I think Dr. Kendal should be talking to Harvard to do such a study. Would be great if we hit $67M next year, but that would require NRx to break out of it's current stagnant situation and start growing substantially. Haven't read SO recently, so can't speculate on validity of his prediction methodology. reading the SO articles, the 67M includes UTHR payments. SO is not predicting Afrezza revenues of 67M |
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Post by traderdennis on May 31, 2019 11:15:52 GMT -5
Trader - I’m buying more next week. You around and got some for sale? Probably going to be buying more also after the next round of financing that, according to you, “will be” happening. I don't short long term and have stated this before, so no I don't. I prefer to be in cash overnight these days. |
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Post by prcgorman2 on May 31, 2019 11:51:59 GMT -5
Congratulations on post # 1000 traderdennis.
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