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Post by lakon on Jan 5, 2019 9:22:38 GMT -5
A new Day, a new Dawn, a new Year! Happy New Year!
01. Afrezza TRX 00700 (2018-12-07)02. Afrezza TRX 00800 ()
03. Afrezza TRX 00900 ()
04. Afrezza TRX 01000 ()05. Afrezza TRX 01100 ()
06. Afrezza TRX 01200 ()07. Afrezza TRX 01300 ()
08. Afrezza TRX 01400 ()
09. Afrezza TRX 01500 ()
10. Afrezza TRX 01600 ()
11. Afrezza TRX 01700 ()
12. Afrezza TRX 01800 ()
13. Afrezza TRX 01900 ()
14. Afrezza TRX 02000 ()15. Afrezza TRX 02100 () 16. Afrezza TRX 02200 () 17. Afrezza TRX 02300 () 18. Afrezza TRX 02400 () 19. Afrezza TRX 02500 () 20. Afrezza TRX 05000 () 21. Afrezza TRX 10000+ () 22. International partnerships ( Canada, China, EU, Australia, UAE, Saudi Arabia, Mexico, Japan, Korea, Thailand, South Africa, Israel) 23. Start the long-term safety and pediatric trials24. Technosphere CBD (RLS milestones)25. Technosphere Epinephrine IND (Partner with AMPH Primatene Mist and get China going. C'mon... Just Do It!)
26. Technosphere Palonosetron IND27. Technosphere PTH IND 28. Technosphere Vaccines (TechnoVax mango) 29. Technosphere Oxytocin IND (Mintaka + Pfizer gets this up, up and away! C'mon bb... Let's Just Do It!)
30. Technosphere Pain Treatment Program31. (Tolero Ultrasound guided administration of lymph node allergy treatment procedure) ( mango) 32. (OneDrop Growth) 33. Technosphere PDE5 Inhibitor (UTHR + Pfizer... Do I have to say it?)34. Brazil Launch
35. India Launch
36. Grow ex-U.S. Specialty Access Solutions (How about legal counsel dusts off the Maritime Law books? Keep thinking outside the box...)
37. (VDEX Growth)
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Post by Clement on Jan 5, 2019 11:02:27 GMT -5
02. Afrezza TRX 00800 ()
I'm guessing this will be accomplished by 8 weeks from Jan 14.
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Post by seanismorris on Jan 5, 2019 11:17:03 GMT -5
Go on a investor paid vacation to Hawaii?
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Post by brotherm1 on Jan 5, 2019 11:32:23 GMT -5
Let it go. They probably got a good deal on the trip that was less expensive than an otherwise sales cash bonus. And word has it they stayed in Mytakeonit’s planned retirement tent
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Post by mytakeonit on Jan 5, 2019 14:53:41 GMT -5
Well that explains all the empty bottles around my tent when I returned from my trip.
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Post by lakon on Jan 20, 2019 2:49:44 GMT -5
A new Day, a new Dawn, a new Year! Happy New Year!
01. Afrezza TRX 00700 (2018-12-07)02. Afrezza TRX 00800 ()
03. Afrezza TRX 00900 ()
04. Afrezza TRX 01000 ()05. Afrezza TRX 01100 ()
06. Afrezza TRX 01200 ()07. Afrezza TRX 01300 ()
08. Afrezza TRX 01400 ()
09. Afrezza TRX 01500 ()
10. Afrezza TRX 01600 ()
11. Afrezza TRX 01700 ()
12. Afrezza TRX 01800 ()
13. Afrezza TRX 01900 ()
14. Afrezza TRX 02000 ()15. Afrezza TRX 02100 () 16. Afrezza TRX 02200 () 17. Afrezza TRX 02300 () 18. Afrezza TRX 02400 () 19. Afrezza TRX 02500 () 20. Afrezza TRX 05000 () 21. Afrezza TRX 10000+ () 22. International partnerships ( Canada, China, EU, Australia, UAE, Saudi Arabia, Mexico, Japan, Korea, Thailand, South Africa, Israel) 23. Start the long-term safety and pediatric trials24. Technosphere CBD (RLS milestones)25. Technosphere Epinephrine IND (Partner with AMPH Primatene Mist and get China going. C'mon... Just Do It!)
26. Technosphere Palonosetron IND27. Technosphere PTH IND 28. Technosphere Vaccines (TechnoVax mango ) 29. Technosphere Oxytocin IND (Mintaka + Pfizer gets this up, up and away! C'mon bb... Let's Just Do It!)
30. Technosphere Pain Treatment Program31. (Tolero Ultrasound guided administration of lymph node allergy treatment procedure) ( mango ) 32. (OneDrop Growth) 33. Technosphere PDE5 Inhibitor (UTHR + Pfizer... Do I have to say it?)34. Brazil Launch
35. India Launch
36. Grow ex-U.S. Specialty Access Solutions (How about legal counsel dusts off the Maritime Law books? Keep thinking outside the box...)
37. (VDEX Growth)
"MannKind has partnered with Eagle Pharmacy to process patients’ prescriptions and to ship Afrezza directly to their home. Payment is made using any major credit card."
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Post by longliner on Jan 22, 2019 1:24:14 GMT -5
I realize that like myself there are many long shareholders that are frustrated at the "Christmas massacre", however, if the global economy suffers, we are in a relatively strong position. Should the economy boom, we will probably prosper! So is it possible that MC has provided a win / win for shareholders in 2019 / 20?
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Post by #NoMoreNeedles on Jan 22, 2019 8:51:09 GMT -5
Update needed:
1) A triptan for acute migraine
2) A 5HT3 inhibitor for chemotherapy-induced nausea and vomiting
3) Inhaled tobramycin for cystic fibrosis
4) An undisclosed compound targeting a large consumer driven market that we are keeping confidential for competitive reasons
5) Kaiser Permanente
6) DTC
7) Pushing commercial in 30 "designated market areas"
8) Insulin savings card / program
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Post by sportsrancho on Jan 22, 2019 13:18:40 GMT -5
I realize that like myself there are many long shareholders that are frustrated at the "Christmas massacre", however, if the global economy suffers, we are in a relatively strong position. Should the economy boom, we will probably prosper! So is it possible that MC has provided a win / win for shareholders in 2019 / 20? Hope so, the recession is supposed to hit the second half of 2020. |
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Post by bigchungus91354 on Jan 22, 2019 13:29:43 GMT -5
How much cash do we estimate they currently have? When do we expect UTHR milestones to come in? I believe we started the year with $70M, I estimate we've currently spent $8-10M on ads and $10M on the monthly burn. Probably brought in a net of, maybe $1M in Afrezza revenue. I'm guessing we have somewhere around $50M, does anyone disagree? They have debt covenants at what dollar amount $10M? So, I estimate we have around $40M of usable cash, which gives us 4 months (without additional advertising blitz) before we need to see a milestone of some other source of cash. Thoughts?
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Post by mannmade on Jan 22, 2019 13:45:35 GMT -5
Think you are way over on costs. More likely $2m per month on ads plus $8 to $9m in expenses. Can pay off DF $11.5 in stock if makes sense at time and $12.5m in milestones likely payable in 1st Q. So by my estimate w $70 eoy now at $59m plus $1m in Afrezza net rev and $12.5 in milestones equals $72.5m which is seven months.
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Post by compound26 on Jan 22, 2019 13:48:20 GMT -5
How much cash do we estimate they currently have? When do we expect UTHR milestones to come in? I believe we started the year with $70M, I estimate we've currently spent $8-10M on ads and $10M on the monthly burn. Probably brought in a net of, maybe $1M in Afrezza revenue. I'm guessing we have somewhere around $50M, does anyone disagree? They have debt covenants at what dollar amount $10M? So, I estimate we have around $40M of usable cash, which gives us 4 months (without additional advertising blitz) before we need to see a milestone of some other source of cash. Thoughts? what is the assumption of your numbers? I recall reading somewhere that, in 2017, when Mannkind did the test run of the ads in 12 markets, the ad campaign for the whole fourth quarter costed them about $ 8M. Now for this ad campaign, which just started on Jan. 14 and we are on Jan. 22. Basically just one week of ad campaign. I have no idea how much they have spent already on ad campaign. But if, as you have estimated, they are spending $8-10M in about a week, that will be translated into $24-30M in ad money per month and $72-90M in ad money per quarter. However, note that Mike stated something like that they now have the resource to engage in sustained consumer promotion. And additionally, Mike stated that Mannkind have sufficient funds to get to mid 2020 (assuming the $1.6 warrants get exercised). Based on these statements, it is unlikely that Mannkind is spending the amount of money on ad campaign as you have estimated. My personal guess is that Mannkind would not spend more than $16-20M (i.e., 2 to 2.5 times what they spent in the fourth quarter of 2017) on ad campaign on any given quarter and they probably will not spend that much on each quarter (i.e, if they spend heavily on the 1st quarter, they will taper such spending on the next quarter). |
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Post by bigchungus91354 on Jan 22, 2019 13:48:52 GMT -5
Think you are way over on costs. More likely $2m per month on ads plus $8 to $9m in expenses. Can pay off DF $11.5 in stock if makes sense at time and $12.5m in milestones likely payable in 1st Q. So by my estimate w $70 eoy now at $59m plus $1m in Afrezza net rev and $12.5 in milestones equals $72.5m which is seven months. But they didn't get the $12.5M yet, right, we expect that in Q1/2 2019? |
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Post by mannmade on Jan 22, 2019 13:55:30 GMT -5
Correct that is my understanding. Plus another $12.5 in the second half.
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Post by bigchungus91354 on Jan 22, 2019 13:55:30 GMT -5
How much cash do we estimate they currently have? When do we expect UTHR milestones to come in? I believe we started the year with $70M, I estimate we've currently spent $8-10M on ads and $10M on the monthly burn. Probably brought in a net of, maybe $1M in Afrezza revenue. I'm guessing we have somewhere around $50M, does anyone disagree? They have debt covenants at what dollar amount $10M? So, I estimate we have around $40M of usable cash, which gives us 4 months (without additional advertising blitz) before we need to see a milestone of some other source of cash. Thoughts? what is the assumption of your numbers? I recall reading somewhere that, in 2017, when Mannkind did the test run of the ads in 12 markets, the ad campaign for the whole fourth quarter costed them about $ 8M. Now for this ad campaign, which just started on Jan. 14 and we are on Jan. 22. Basically just one week of ad campaign. I have no idea how much they have spent already on ad campaign. But if, as you have estimated, they are spending $8-10M in about a week, that will be translated into $24-30M in ad money per month and $72-90M in ad money per quarter. However, note that Mike stated something like that they now have the resource to engage in sustained consumer promotion. And additionally, Mike stated that Mannkind have sufficient funds to get to mid 2020 (assuming the $1.6 warrants get exercised). Based on these statements, it is unlikely that Mannkind is spending the amount of money on ad campaign as you have estimated. I don't think the ads will run $8-10M/week, I assume they bought volume, for a discount and have paid up front. My guess is probably closer to $10 per Q. Its been a substantial roll-out. I don't know what to expect going forward. Q2 could bring an even larger campaign. I'm just trying to assess when we need to see the milestones paid out to avoid returning to the well. (worst case assuming the 1.60 warrants don't execute by Q2) |
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