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Post by ktim on Jul 2, 2019 22:26:10 GMT -5
Is UTHR new credit line going to affect MNKD? They were sitting on a LOT of cash. What do they need a credit line for? I can't find any reference to a credit line in recent news. They did borrow some time ago to fund the Arena upfront payment, but unfortunately we didn't get a deal rich enough to require UTHR to borrow anything to pay MNKD.
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Post by sportsrancho on Jul 3, 2019 5:45:06 GMT -5
Is UTHR new credit line going to affect MNKD? They were sitting on a LOT of cash. What do they need a credit line for? I can't find any reference to a credit line in recent news. They did borrow some time ago to fund the Arena upfront payment, but unfortunately we didn't get a deal rich enough to require UTHR to borrow anything to pay MNKD. I think you are making letitride’s point... Very interesting situation.
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Post by uvula on Jul 3, 2019 13:07:45 GMT -5
Can't find a link right now but uthr is getting into the lung transplant and pig lung into humans business. That's got to cost a lot of money.
Update: maybe this is old news. Looks like they have been involved with this for a few years.
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Post by letitride on Jul 3, 2019 19:14:37 GMT -5
After careful review of my last post I have concluded I didnt have a clue what I was posting about. So let me just say Never mind!
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Post by mytakeonit on Jul 3, 2019 19:41:36 GMT -5
Have a glass of wine ... and stop whining.
But, that's mytakeonit
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Post by veritasfiliatemporis on Jul 4, 2019 10:01:19 GMT -5
I expect the other half of the second UTHR milestone to be paid before the end of June, considering on this quarter there are no costs due to TV ads, the quarter itself could end up green... I presume I don't think management has set that expectation. What has led you to expect that? I only presume, last milestone has been paid at the end of the quarter, it was the right time... Didn't happen 😢 we see next quarter
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Post by lifebreath on Jul 4, 2019 10:06:28 GMT -5
I don't think management has set that expectation. What has led you to expect that? I only presume, last milestone has been paid at the end of the quarter, it was the right time... Didn't happen 😢 we see next quarter How much is the milestone you are expecting for?
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Post by ktim on Jul 4, 2019 11:56:26 GMT -5
I don't think management has set that expectation. What has led you to expect that? I only presume, last milestone has been paid at the end of the quarter, it was the right time... Didn't happen 😢 we see next quarter Management has set the expectation that they will be roughly every 6 months, so end of Q3 or beginning of Q4 would seem the most likely bet. It may have been the right time that MNKD needs money now, but one rarely gets paid based on need for money.
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Post by veritasfiliatemporis on Jul 4, 2019 12:44:25 GMT -5
I only presume, last milestone has been paid at the end of the quarter, it was the right time... Didn't happen 😢 we see next quarter How much is the milestone you are expecting for? 12.5 half of 25mil that was the second milestone announced, seems will be paid around next quarter...
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Post by longliner on Jul 7, 2019 13:12:52 GMT -5
How about that! SO is long UTHR. He took the big fish in the gobble, gobble.
I wonder if he bought before or after the price cratered. (I only ask because misery loves company).
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Post by sportsrancho on Jul 7, 2019 13:44:24 GMT -5
How about that! SO is long UTHR. He took the big fish in the gobble, gobble. I wonder if he bought before or after the price cratered. (I only ask because misery loves company). I can’t remember if he said this on StockTwits or somebody else did but at this time it’s way undervalued and could possibly double. So I’d say after.
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Post by mnkdfann on Jul 9, 2019 7:34:00 GMT -5
At SeekingAlpha, SO wrote: "I bought in at $76. Not long ago."
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Post by mytakeonit on Jul 9, 2019 12:15:00 GMT -5
Double? $76 X 2 = $152 or $1.15 X 2 = $2.30 I think that MNKD share holders will see a double a LITTLE sooner than UTHR. But, that's mytakeonit
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Post by wsulylecoug on Jul 9, 2019 12:50:03 GMT -5
How about that! SO is long UTHR. He took the big fish in the gobble, gobble. I wonder if he bought before or after the price cratered. (I only ask because misery loves company). I can’t remember if he said this on StockTwits or somebody else did but at this time it’s way undervalued and could possibly double. So I’d say after. SO and I had a lengthy exchange on ST about his future expectations for TreT and what it meant to UTHR's future. He essentially said TreT was a stop gap for patent expiration and the transition to Ralenipag as it takes over the PAH world...in his opinion. I linked to some information here on PB regarding a couple early 2019 presentations where both Martine and other executives said they plan to double on the back of TreT in the near future and again in the 2020's due to the untapped populations of PAH WHO Groups 2 & 3 as well as continuing to serve Group 1. He laughed it off. I asked if he had listened to the presentations and it was apparent that he had not and was basing his opinion on the price tag for Ralenipag vs. TreT and LQDA performance. Martine represents the top tier of CEO's for integrity (IMO) and I encouraged SO to listen to the CC's or read the transcripts more than once. He didn't seem too interested and suggested I consider buying UTHR if I believed in TreT's future so much since the PPS had dipped significantly. It had been a consideration, but ultimately I bought more MNKD due to the simple math mytakonit showed above. It didn't appear to me that SO was familiar with WHO Groups 2 & 3 which are multiples of the size of the Group 1 population. There are P3 trials going now for the larger populations for Tyvaso which will ultimately be transitioned to TreT. It seems SO has googly eyes for ARNA which is keeping his DD for TreT from going beyond Ralenipag. He said he did buy into UTHR in the mid 70's recently.
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Post by sportsrancho on Jul 9, 2019 12:52:07 GMT -5
Good work!
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