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Post by pat on Dec 20, 2018 7:44:19 GMT -5
Up to you to buy more. I am to maintain my piece of the pie. And because I have the resources to do so. Heart goes out to all the owners who don’t and continue to hold. Their patience will be rewarded eventually. But the strain on mental health from this is real.
There will be some unsophisticated short sellers who hang around. But we’re well on our way to cash flow positive. The risk far outweighs the reward now. Why sell another 40mm short at under 2 expecting further dilution. That’s just silly.
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Post by boytroy88 on Dec 20, 2018 10:04:31 GMT -5
Up to you to buy more. I am to maintain my piece of the pie. And because I have the resources to do so. Heart goes out to all the owners who don’t and continue to hold. Their patience will be rewarded eventually. But the strain on mental health from this is real. There will be some unsophisticated short sellers who hang around. But we’re well on our way to cash flow positive. The risk far outweighs the reward now. Why sell another 40mm short at under 2 expecting further dilution. That’s just silly. The problem is that has been said over and over again. I know a lot of longs have the faith but each time this happens that faith get wrecked and just when it gets back to "full health" it gets wrecked again. *sigh* I think most of us are looking to ride it out but it's hard. Sure we can sell but for most that doesn't make sense since we're already down so much. I'm rambling now but like most I'm just venting. I do feel Afrezza is the real deal and I guess that's the reason why I'm still in it. Oh well, back to hopism. :/
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Post by scottmnkd on Dec 20, 2018 10:27:43 GMT -5
Risk vs reward. Simple as that. Mannkind is the same company it was a month ago, and nobody knows how this will eventually play out. Bought more shares yesterday at about $1.70 and of course wish I would have waited a day. Sigh...
... now we're going to hear about the possibility of delisting if the price drops below a buck. Ugh!
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Post by boca1girl on Dec 20, 2018 10:37:16 GMT -5
Risk vs reward. Simple as that. Mannkind is the same company it was a month ago, and nobody knows how this will eventually play out. Bought more shares yesterday at about $1.70 and of course wish I would have waited a day. Sigh... ... now we're going to hear about the possibility of delisting if the price drops below a buck. Ugh! Oh, I forgot all about the delisting threat! Seems like I’ve seen this movie before.
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Post by dg1111 on Dec 20, 2018 11:09:46 GMT -5
My hope is that this money is being raised to fund an advertising campaign for Afrezza, or perhaps additional studies or international filings, and the team did not want to wait 3-6 months to get money from United milestone payments in order to start those. My fear is that something went wrong with the United deal, and they decided to act quickly to raise cash. Either way, we don't know the reason. Hopefully Mike provides some clarity soon. I couldn't help myself and added some cheap shares.
I did see an Afrezza commercial for the first time a few weeks ago. I don't live in a major market, so I was happy to see that advertisements are expanding.
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Post by traderdennis on Dec 20, 2018 12:00:28 GMT -5
Up to you to buy more. I am to maintain my piece of the pie. And because I have the resources to do so. Heart goes out to all the owners who don’t and continue to hold. Their patience will be rewarded eventually. But the strain on mental health from this is real. There will be some unsophisticated short sellers who hang around. But we’re well on our way to cash flow positive. The risk far outweighs the reward now. Why sell another 40mm short at under 2 expecting further dilution. That’s just silly. The problem is that has been said over and over again. I know a lot of longs have the faith but each time this happens that faith get wrecked and just when it gets back to "full health" it gets wrecked again. *sigh* I think most of us are looking to ride it out but it's hard. Sure we can sell but for most that doesn't make sense since we're already down so much. I'm rambling now but like most I'm just venting. I do feel Afrezza is the real deal and I guess that's the reason why I'm still in it. Oh well, back to hopism. :/ Quarterly revenue is 5 million, quarterly expenses over 20 Million. MNKD is not close to cash flow positive.
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Post by pat on Dec 20, 2018 13:54:34 GMT -5
Buying more.
Look in the mirror buddy.
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Post by prcgorman2 on Dec 20, 2018 14:10:18 GMT -5
The problem is that has been said over and over again. I know a lot of longs have the faith but each time this happens that faith get wrecked and just when it gets back to "full health" it gets wrecked again. *sigh* I think most of us are looking to ride it out but it's hard. Sure we can sell but for most that doesn't make sense since we're already down so much. I'm rambling now but like most I'm just venting. I do feel Afrezza is the real deal and I guess that's the reason why I'm still in it. Oh well, back to hopism. :/ Quarterly revenue is 5 million, quarterly expenses over 20 Million. MNKD is not close to cash flow positive. Quarterly revenue is what? The first two quarters of 2018 brought in just under $15M in sales (using Symphony/IMS data posted here as estimates of weekly sales).
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Post by alethea on Dec 20, 2018 14:17:45 GMT -5
Quarterly revenue is 5 million, quarterly expenses over 20 Million. MNKD is not close to cash flow positive. Quarterly revenue is what? The first two quarters of 2018 brought in just under $15M in sales (using Symphony/IMS data posted here as estimates of weekly sales).
15M is Gross Revenue. LESS than half of that goes to MNKD (Net Revenue).
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Post by parrerob on Dec 20, 2018 14:18:47 GMT -5
Guys this dilution, at this time, could be linked to some kind of problems/delay in Brazil approval process? Causing delay in product order and eventually delay in milestone?
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Post by tomtabb on Dec 20, 2018 14:18:48 GMT -5
Quarterly revenue is 5 million, quarterly expenses over 20 Million. MNKD is not close to cash flow positive. Quarterly revenue is what? The first two quarters of 2018 brought in just under $15M in sales (using Symphony/IMS data posted here as estimates of weekly sales).
I think he's talking about net revenue which for afrezza is about 50% of the gross that Symphony reports.
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Post by mnkdfann on Dec 20, 2018 14:46:12 GMT -5
Guys this dilution, at this time, could be linked to some kind of problems/delay in Brazil approval process? Causing delay in product order and eventually delay in milestone? I'm more confused by the markets every day, but I think if Mannkind knew something material like this (having to do with approval in Brazil) it would have to disclose it. (Unless expectations for Brazil are so low that the news is immaterial.)
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Post by prcgorman2 on Dec 20, 2018 15:32:02 GMT -5
Quarterly revenue is what? The first two quarters of 2018 brought in just under $15M in sales (using Symphony/IMS data posted here as estimates of weekly sales).
I think he's talking about net revenue which for afrezza is about 50% of the gross that Symphony reports. I can accept that he's talking about net, but from my perspective stating "revenue" without qualification implies gross, not net. There's enough misinformation offered on-line that I'm probably over sensitive.
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Post by traderdennis on Dec 20, 2018 15:44:32 GMT -5
I think he's talking about net revenue which for afrezza is about 50% of the gross that Symphony reports. I can accept that he's talking about net, but from my perspective stating "revenue" without qualification implies gross, not net. There's enough misinformation offered on-line that I'm probably over sensitive. Of course it is net revenue. You make a bold statement that the company is near cash flow break even, so i say the company is only receiving 5 Million per quarter in revenue. Talk apples to apples.
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Post by mnholdem on Dec 20, 2018 20:46:06 GMT -5
Guys this dilution, at this time, could be linked to some kind of problems/delay in Brazil approval process? Causing delay in product order and eventually delay in milestone? I'm more confused by the markets every day, but I think if Mannkind knew something material like this (having to do with approval in Brazil) it would have to disclose it. (Unless expectations for Brazil are so low that the news is immaterial.) ANVISA doesn't issue CRLs like the FDA. It's possible they may have requested additional information, but I think it's more likely that they simply haven't finalized the review yet.
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