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Post by spudspud on Nov 28, 2018 14:47:15 GMT -5
just saying, Mannkind...
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Post by mannmade on Nov 28, 2018 15:03:07 GMT -5
My Holiday Wish List for 2019/20 (in no particular order)
1. Brazil approval with an order of $5m
2. Filing in Canada and Mexico
3. Approval in India with a $5m order
4. China anyone? Or the EU? (for Brendan)
5. New Uthr molecule approval for $30m
6. 2 to 4 new molecule deals same or better terms than uthr for minimum of $210 to $440m (May be wishful thinking but it is the holidays, so...)
7. One drop partnership
8. RLS deal for molecules announced w milestone payments
9. Completion of pediatrics study
10. Sayhey’s favorite (and mine too) upgrade to SOC from ADA
11. Dramatically improved insurance coverage
12. $1m per week in net rev for afrezza
13. Complete Trep T phase 3 w positive results
14. Uthr buy in for 20 to 30% of mnkd
15. Partner for afrezza?
16. Uthr milestone payments 2019/$25m and 2020/$25m
17. Warrants get exercised for $33m or so
The above events are all at least reasonably possible in my mind and any combination of them can give mnkd enough non dilutive funding until revenue from afrezza and Trep t etc start to seriously ramp at beginning of 2021. Just my humble opinion...
My disclaimer: Just as hope is not a strategy neither is wishing but it is the holidays and so will take the time to wish everyone and all of mnkd a happy and healthy New Year! GLTAL’s!!!
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Post by scottmnkd on Nov 28, 2018 15:21:30 GMT -5
My Holiday Wish List for 2019/20 (in no particular order) 1. Brazil approval with an order of $5m 2. Filing in Canada and Mexico 3. Approval in India with a $5m order 4. China anyone? Or the EU? (for Brendan) 5. New Uthr molecule approval for $30m 6. 2 to 4 new molecule deals same or better terms than uthr for minimum of $210 to $440m (May be wishful thinking but it is the holidays, so...) 7. One drop partnership 8. RLS deal for molecules announced w milestone payments 9. Completion of pediatrics study 10. Sayhey’s favorite (and mine too) upgrade to SOC from ADA 11. Dramatically improved insurance coverage 12. $1m per week in net rev for afrezza 13. Complete Trep T phase 3 w positive results 14. Uthr buy in for 20 to 30% of mnkd 15. Partner for afrezza? 16. Uthr milestone payments 2019/$25m and 2020/$25m 17. Warrants get exercised for $33m or so The above events are all at least reasonably possible in my mind and any combination of them can give mnkd enough non dilutive funding until revenue from afrezza and Trep t etc start to seriously ramp at beginning of 2021. Just my humble opinion... My disclaimer: Just as hope is not a strategy neither is wishing but it is the holidays and so will take the time to wish everyone and all of mnkd a happy and healthy New Year! GLTAL’s!!! And MNKD is only selling for about $1.80 today with all its potential. Go figure... |
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Post by mannmade on Nov 28, 2018 15:24:42 GMT -5
Yep... Go figure?! Hard to understand...
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Post by mnkdfann on Nov 28, 2018 15:30:09 GMT -5
2. Filing in Canada and Mexico As a Canadian, I am interested in seeing this in particular. I've never really followed a drug before. I'm curious to see how the process works, at both the federal and provincial levels, how long it takes, etc. |
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Post by awesomo on Nov 28, 2018 15:40:25 GMT -5
My Holiday Wish List for 2019/20 (in no particular order) 1. Brazil approval with an order of $5m 2. Filing in Canada and Mexico 3. Approval in India with a $5m order 4. China anyone? Or the EU? (for Brendan) 5. New Uthr molecule approval for $30m 6. 2 to 4 new molecule deals same or better terms than uthr for minimum of $210 to $440m (May be wishful thinking but it is the holidays, so...) 7. One drop partnership 8. RLS deal for molecules announced w milestone payments 9. Completion of pediatrics study 10. Sayhey’s favorite (and mine too) upgrade to SOC from ADA 11. Dramatically improved insurance coverage 12. $1m per week in net rev for afrezza 13. Complete Trep T phase 3 w positive results 14. Uthr buy in for 20 to 30% of mnkd 15. Partner for afrezza? 16. Uthr milestone payments 2019/$25m and 2020/$25m 17. Warrants get exercised for $33m or so The above events are all at least reasonably possible in my mind and any combination of them can give mnkd enough non dilutive funding until revenue from afrezza and Trep t etc start to seriously ramp at beginning of 2021. Just my humble opinion... My disclaimer: Just as hope is not a strategy neither is wishing but it is the holidays and so will take the time to wish everyone and all of mnkd a happy and healthy New Year! GLTAL’s!!! And MNKD is only selling for about $1.80 today with all its potential. Go figure... They've lost the "potential" benefit of doubt with Wall Street. They have to prove it. |
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Post by mannmade on Nov 28, 2018 15:55:55 GMT -5
Agree Awesomo which is why mnkd pps languishes with such “an abundance of riches...” but I do think we are on the right track and while it has been a tortuous road for many we are likely closer to better days and nights than we have been before...
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Post by seanismorris on Nov 28, 2018 15:59:51 GMT -5
I’d like to see Afrezza get a US partner, and the expense of the sales team transferred to who ever that is.
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Post by goyocafe on Nov 28, 2018 16:01:12 GMT -5
My top 5:
1. Brazil approval with an order of $5m (Within a fortnight)
5. New Uthr molecule approval for $30m (Jan 2019)
10. Sayhey’s favorite (and mine too) upgrade to SOC from ADA (I have my doubts they will ever do this)
11. Dramatically improved insurance coverage (Jan 2019)
12. $1m per week in net rev for afrezza (Dec 3 - Dec 7)
() are not predictions, just more HOPE.
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Post by mnkdfann on Nov 28, 2018 16:10:42 GMT -5
now would be a great time for news! just saying, Mannkind... Careful what you wish for. You said 'news' and not 'good news'.  |
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Post by scottmnkd on Nov 28, 2018 17:27:22 GMT -5
And MNKD is only selling for about $1.80 today with all its potential. Go figure... They've lost the "potential" benefit of doubt with Wall Street. They have to prove it. Well, awesomo, I can't argue with that given the fact that we haven't broken 700 scripts in a week yet. Promises made; promises broken. We certainly need guidance on "guidance". Cheers! |
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Post by mannmade on Nov 28, 2018 17:34:55 GMT -5
Have to agree that more information would be good. Thought we would get a bit more transparency and/or clarity this past year.
Nonetheless all of the above topics have been mentioned by MC and are theoretically possible based on what we know. Though what we don’t know is the biggest issue...
Would like to see a more detailed picture of MC’s roadmap...
In the meantime this is what we have... so off we go to see the wizard... 😎Cheers!
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Post by peppy on Nov 28, 2018 17:41:57 GMT -5
I am thankful for UTHR.
saved by the bell, again.
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Post by sportsrancho on Nov 28, 2018 17:45:07 GMT -5
You’re the mann! Great posts!
PS. Just give me a partner, and 4 big analysts upgrades!
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Post by sayhey24 on Nov 28, 2018 17:52:14 GMT -5
I think its about time Onduo steps up to the plate and makes a major announcement about Connected Care and early insulin intervention.
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