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Post by prcgorman2 on Jun 1, 2019 17:53:18 GMT -5
Hmmm, why all the panic all of a sudden? Has something happened I missed? The Rx sales recovery from the seasonal 1st quarter dip is about the same as last year. If things continue as they have for the last two years, we’ll see slow growth of Rx sales between now and the 4th quarter with a nice swing up to end the 4th quarter, followed by a dip and a recovery to December levels about mid-May. The trend is up. If it doesn’t change materially in the next two years, we’ll be seeing 1,000+ weekly sales in 2021. In between we’ll probably see a milestone or two payment, and perhaps something else such as Brazil, or TreT royalties. If none of that is sufficient, we’ll see additional debt and/or dilution. Yes, I’d rather own 100% of the golden goose that I beleive Afrezza is. I have no interest in another big partner who gives us the shiv in the back. I’d rather die slowly than repeat that disaster. And, I cannot shake the feeling that Afrezza goes from novelty to fad to trend to SoC all on it’s own physics and the delighted users God bless them.
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Post by morfu on Jun 1, 2019 18:40:57 GMT -5
Dept is always a "strain" as you put it, but any other idea, like having a partner, "sharing" technology or "dillute to be debt free" (which still makes no sense and management should be hold responsible until they can explain their actions last December!) is far worse for the long term value. Unless of course the company would not survive otherwise.. but let`s say it clearly, any time one of these alternatives is used, the management has failed to represent the interest of the company!
However, if you only have a short term gain in mind like sports (it was you saying that you mainly deal with options, right?), your interest does not fully align with that of the company.
Having a partner can be extremely beneficial if it is a good partnership. Would you rather have 50% of a $2B+ joint venture or 100% of a $200M company that is not financially stable? And no, my interests are not short term. But you should know that MannKind doesn't have years to get this thing going. That ship has long sailed. Unless of course you are OK with shareholders being completely wiped out for the "good of the company". First of all, sorry sports, I didn't mean to offend, yet I do believe, that option holders not necessarily share the long term goals of a company!
As for the current value of this company, yes it seems undervalued (for a long time), but I rather had my part of 100% of that 2Bil$ business than giving away half or anything without any need for it! >> That ship has long sailed.
Do you ever look at any numbers?
For example the steady and continuous growth of Afrezza sales for adults in the US over the last two years?
If it continues at that rate for two years we are in the green, with 2Bil$ business on the near term horizon.. There is absolutely no reason to throw half of that out of the window!
(Or the 20% in Christmas presents last year.. unknown buyer that is, right!?)
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Post by lifebreath on Jun 1, 2019 18:41:01 GMT -5
Hmmm, why all the panic all of a sudden? Has something happened I missed? The Rx sales recovery from the seasonal 1st quarter dip is about the same as last year. If things continue as they have for the last two years, we’ll see slow growth of Rx sales between now and the 4th quarter with a nice swing up to end the 4th quarter, followed by a dip and a recovery to December levels about mid-May. The trend is up. If it doesn’t change materially in the next two years, we’ll be seeing 1,000+ weekly sales in 2021. In between we’ll probably see a milestone or two payment, and perhaps something else such as Brazil, or TreT royalties. If none of that is sufficient, we’ll see additional debt and/or dilution. Yes, I’d rather own 100% of the golden goose that I beleive Afrezza is. I have no interest in another big partner who gives us the shiv in the back. I’d rather die slowly than repeat that disaster. And, I cannot shake the feeling that Afrezza goes from novelty to fad to trend to SoC all on it’s own physics and the delighted users God bless them. Would like to know the arithmetic you are considering here? How much Mnkd will be losing per month over the next two years? How much they will be losing per month once the thousand script per month threshold is achieved? |
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Post by liane on Jun 1, 2019 18:44:46 GMT -5
Locking this thread - please visit "Volume Six" - and hopefully stay on topic  |
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