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Post by kite on May 7, 2019 7:04:39 GMT -5
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Post by mike0475 on May 7, 2019 7:12:47 GMT -5
Another nothing burger. Slowly heading toward 20 sometime in 202x
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Post by sportsrancho on May 7, 2019 7:13:15 GMT -5
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Post by awesomo on May 7, 2019 7:27:29 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program.
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Post by peppy on May 7, 2019 7:42:11 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program. and deerfield was paid. Paid $2.5 million to Deerfield on May 6, 2019 for debt maturity. There is a July payment as well, I believe.
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Post by mnkdfann on May 7, 2019 7:48:46 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program. and deerfield was paid. Paid $2.5 million to Deerfield on May 6, 2019 for debt maturity. There is a July payment as well, I believe. But those are not Q1 2019, are they?
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Post by MnkdWASmyRtrmntPlan on May 7, 2019 7:51:16 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program. Just for reference, We also continued to grow Afrezza net revenue by 49% compared to 1Q 2018 and we released new clinical data at scientific meetings that continue to differentiate Afrezza from other rapid acting insulins,” said Michael Castagna. The MNKD cup is half full ... not half empty.
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Post by mnkdfann on May 7, 2019 7:52:37 GMT -5
"New scientific data released at ATTD and ACCE and late-breaking abstract accepted for release at ADA in June" I thought Mannkind / Mike said they were not attending the ADA because the audience there was all wrong. I suppose someone besides Mannkind could be presenting the abstract, but if the audience there is not interested then so what? Or am I confusing the ADA conference with some other one?
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Post by compound26 on May 7, 2019 7:57:58 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program. Just for reference, We also continued to grow Afrezza net revenue by 49% compared to 1Q 2018 and we released new clinical data at scientific meetings that continue to differentiate Afrezza from other rapid acting insulins,” said Michael Castagna. The MNKD cup is half full ... not half empty. For comparison, also note 2018 first quarter afrezza revenue was 3.4 million vs 4.5 million in fourth quarter 2017.
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Post by barnstormer on May 7, 2019 7:58:29 GMT -5
It's December in May! Another $50MM dilution. The news isn't that good Mike to drop another bomb like this. I guess your're playing the only cards you have. Yikes. The cup may be half full, but it has a continuous leak.
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Post by mnkdfann on May 7, 2019 8:06:56 GMT -5
According to SA headlines, earnings were better than expected, but revenue worse:
MannKind (NASDAQ:MNKD): Q1 GAAP EPS of -$0.08 beats by $0.05. Revenue of $17.45M (+398.6% Y/Y) misses by $0.48M.
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Post by boca1girl on May 7, 2019 8:53:43 GMT -5
It's December in May! Another $50MM dilution. The news isn't that good Mike to drop another bomb like this. I guess your're playing the only cards you have. Yikes. The cup may be half full, but it has a continuous leak. If you listened to the call, this was a replacement ATM that was expiring. The shares were already reserved for the $2.38 warrants that didn’t exercise. It’s not additional dilution over and above what was already planned.
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Post by hellodolly on May 7, 2019 9:00:28 GMT -5
It's December in May! Another $50MM dilution. The news isn't that good Mike to drop another bomb like this. I guess your're playing the only cards you have. Yikes. The cup may be half full, but it has a continuous leak. If you listened to the call, this was a replacement ATM that was expiring. The shares were already reserved for the $2.38 warrants that didn’t exercise. It’s not additional dilution over and above what was already planned. To echo Boca: //Sales of our common stock, if any, under this prospectus supplement may be made in sales deemed to be an “at the market offering” as defined in Rule 415(a)(4) promulgated under the Securities Act of 1933, as amended, or the Securities Act. Subject to terms of the sales agreement, Cantor Fitzgerald is not required to sell any specific number or dollar amount of securities but will act as our sales agent using commercially reasonable efforts consistent with its normal trading and sales practices, on mutually agreed terms between Cantor Fitzgerald and us. There is no arrangement for funds to be received in any escrow, trust or similar arrangement./
Essentially, today the named the book maker and the aggregate amount and the method of issuing shares. Yep, a nothing burger.
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Post by sportsrancho on May 7, 2019 9:06:23 GMT -5
"New scientific data released at ATTD and ACCE and late-breaking abstract accepted for release at ADA in June" I thought Mannkind / Mike said they were not attending the ADA because the audience there was all wrong. I suppose someone besides Mannkind could be presenting the abstract, but if the audience there is not interested then so what? Or am I confusing the ADA conference with some other one? I thought the same thing. IDK I did hear something about not paying for a booth but yet being there in some form.
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Post by alethea on May 7, 2019 9:06:35 GMT -5
Just for reference, Afrezza net revenue in Q4 2018 was $5.7M, Q1 2019 was $5.1M with the $9.3M TV campaign and the DTC program. So they spent nearly two quarters' worth of Net Revenue on the TV campaign, 9.3 M, for almost no growth in scripts. How many times did he say "we'll know more on that next quarter"? WTF? Truly dismal conference call.
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