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Post by apidistra on Jun 19, 2019 18:06:55 GMT -5
Thanks centralcoastinvestor very much for the summation. Extremely positive and what I suspected.
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Post by letitride on Jun 19, 2019 18:30:23 GMT -5
I heard it and I like it !
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Post by pat on Jun 19, 2019 19:31:56 GMT -5
Thanks for taking the time to summarize central.
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Post by sayhey24 on Jun 19, 2019 20:27:39 GMT -5
The big take-away for me was how Mike handled the questions and how confident he was with his answers. I was left with the impression MNKD has turned the corner. It was a nice presentation but not the presentation of a company with a $1.19 pps.
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Post by kenken on Jun 19, 2019 20:38:16 GMT -5
Mannkind longs may need to pay attention to the trend of the close of January 2020, 2021 $1.50 Calls. It was $.25 and $.50 today.
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Post by sportsrancho on Jun 19, 2019 20:40:15 GMT -5
Mannkind longs may need to pay attention to the trend of the close of January 2020, 2021 $1.50 Calls. It was $.25 and $.50 today. That is awesome news, I know somebody that just doubled their money, it wasn’t me but I am very happy for them! |
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Post by peppy on Jun 19, 2019 21:09:05 GMT -5
The big take-away for me was how Mike handled the questions and how confident he was with his answers. I was left with the impression MNKD has turned the corner. It was a nice presentation but not the presentation of a company with a $1.19 pps. perhaps the Brazil order? |
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Post by brotherm1 on Jun 19, 2019 21:40:09 GMT -5
Listening to the Webcast from the JPM conference today I found it interesting that at about 21:50 Mike talks about the Pipeline and In-license agreements and he mentions that MNKD is always looking to "bring in other stuff whether through ACQUISITIONS or CO PROMOTES or vise versa." I was struck by what Castagna would want to acquire and I keep coming back to RLS. Obviously we would need more cash on hand to make that purchase, but another cash infusion could be there after the 2nd UT molecule is officially added to our pipeline. Church mice are stealthy and smart. Good points. Regarding possible acquisition, I can’t tell if he was grandstanding or not, though I suppose it’s possible that if MNKD were to find a synergistic prospect, we might have interested financial backers. I’m thinking by now MNKd is on the radar of big money. |
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Post by gamblerjag on Jun 19, 2019 23:08:05 GMT -5
The webcast from this morning is available now on the Mnkd website. IT IS WORTH IT TO LISTEN CLOSELY TO THIS HALF HOUR UPDATE! Here are my takeaways after listening to the whole webcast twice and some parts 3 or 4 times: 1. Main reason for deferral of the payment to Dearfield was because Mike wanted to show the market that he is not willing to transfer stock in the short term at these prices. This is a very interesting statement. This may be an indication that Mike believes that there are upcoming catalysts that could drive the share price higher. 2. Mike said that there are nice indicators showing improved Afrezza sales trends heading into Q3. I love the sound of that. 3. Mike is very excited about Brazil. Mike said that both MannKind and Biomm were surprised at the excitement that was generated within the country by the announcement of the approval of Afrezza. It was on the front page of both major newspapers in Brazil. Mike believes this is true because this is the first new choice being offered to diabetics in Brazil in a long time. CGMs and pumps are really not available in large quantities in Brazil so Afrezza is the “new” thing. 4. Technosphere is a big deal. A large limitation of most dry powder delivery systems is the ability to manufacture large quantities. MannKind doesn’t have that problem. He sees no significant competition for the next 10 years. 5. He sees Afrezza changing diabetes care for the next 20 to 40 years. 6. UTHR process moving along well. 7. Epinephrine is now back in play. Change in FDA views on alternative delivery systems now makes it worth a new look. 8. CGM sales are sky rocketing. This is only good news for Afrezza as people see that their time in range sucks. Afrezza can fix that. 9. The Levin study is very helpful going forward. It mapped out a simple straight forward approach to titrating new patients onto Afrezza that were struggling on their current medications. The results of the study were dramatic. 10. Pediatrics study continues to move forward nicely. Folks, I don’t know about you, but MannKind and Mike C are firing on all cylinders right now. The share price sucks but that can change on a dime. In my opinion, todays webcast just reinforced my confidence in the company. Ignore the negative noise. Hey central great summation on what’s going on where I’ll be the first to admit I don’t understand a lot of what goes on with the company. but I do understand that people sometimes overreact and jump in on the bandwagon without really clearly looking how things are going and seem to forget how far along Mike and team have come. I’m glad people are reevaluating some things over the last few days and realize mankind is doing everything needed to make them selves a company to reckoned with and that Mike does care about shareholders |
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Post by mnkdfann on Jun 19, 2019 23:38:46 GMT -5
Mannkind longs may need to pay attention to the trend of the close of January 2020, 2021 $1.50 Calls. It was $.25 and $.50 today. That is awesome news, I know somebody that just doubled their money, it wasn’t me but I am very happy for them! Given the MNKD share price over the last 6 months or so, offhand I have trouble seeing how the price on those could have doubled unless it was due to a change in the estimated volatility implicit in the call option price. And that is certainly a possibility. I see today's volatility on the 2020s is over 100%. In any case, IMO your friend shouldn't spend all the paper profits just yet. The volume today on those particular options was minuscule, and if your friend has more than 10 or so options they might have some trouble unloading them at anything near today's price. |
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Post by markado on Jun 20, 2019 8:28:11 GMT -5
I tried to listen to the webcast, unfortunately, it kept cutting off at 3 or 4 minutes in. It could have been my wifi...
Anyway, after the collective commentary and a review of the slides, I put in my latest GTC order. The vast majority of the shares I own are at a price of $1.19 or less.
Given all the imbued value within Afrezza, International Expansions, Technosphere, and even peripheral, if not direct associations with RLS, plus the realistic probabilities of a growing pipeline, I simply do not see how this doesn't become a $50 per share within 3 years or less.
If I were shorting this stock based on the intent to run the company out of business, based in Afrezza, alone - which I am definitively not - I would start getting the pit in my stomach that indicates now is a good time to closeout and ride up.
The dealer dealt a card yesterday, in favor of Mannkinds already strong and strengthening hand!
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Post by hammer on Jun 20, 2019 8:28:24 GMT -5
At the JPM conference Mike stated production line buildout for UTHR was nearly complete. I know initially MNKD is responsible for production but will ultimately be handled and paid for by UTHR. Since its housed at Danbury is anyone famililiar with what UTHR will pay MNKD for leasing of the line and facility or was that included within the royalty structure? UTHR has placed a lot of its eggs in MNKD's basket. They have a vested interest in seeing continued operations in Danbury.
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Post by ktim on Jun 20, 2019 12:17:47 GMT -5
Listening to the Webcast from the JPM conference today I found it interesting that at about 21:50 Mike talks about the Pipeline and In-license agreements and he mentions that MNKD is always looking to "bring in other stuff whether through ACQUISITIONS or CO PROMOTES or vise versa." I was struck by what Castagna would want to acquire and I keep coming back to RLS. Obviously we would need more cash on hand to make that purchase, but another cash infusion could be there after the 2nd UT molecule is officially added to our pipeline. I think talking about acquisitions is pure pandering to shareholder dreaming. |
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Post by ktim on Jun 20, 2019 12:21:16 GMT -5
The webcast from this morning is available now on the Mnkd website. IT IS WORTH IT TO LISTEN CLOSELY TO THIS HALF HOUR UPDATE! Here are my takeaways after listening to the whole webcast twice and some parts 3 or 4 times: 1. Main reason for deferral of the payment to Dearfield was because Mike wanted to show the market that he is not willing to transfer stock in the short term at these prices. This is a very interesting statement. This may be an indication that Mike believes that there are upcoming catalysts that could drive the share price higher. 2. Mike said that there are nice indicators showing improved Afrezza sales trends heading into Q3. I love the sound of that. 3. Mike is very excited about Brazil. Mike said that both MannKind and Biomm were surprised at the excitement that was generated within the country by the announcement of the approval of Afrezza. It was on the front page of both major newspapers in Brazil. Mike believes this is true because this is the first new choice being offered to diabetics in Brazil in a long time. CGMs and pumps are really not available in large quantities in Brazil so Afrezza is the “new” thing. 4. Technosphere is a big deal. A large limitation of most dry powder delivery systems is the ability to manufacture large quantities. MannKind doesn’t have that problem. He sees no significant competition for the next 10 years. 5. He sees Afrezza changing diabetes care for the next 20 to 40 years. 6. UTHR process moving along well. 7. Epinephrine is now back in play. Change in FDA views on alternative delivery systems now makes it worth a new look. 8. CGM sales are sky rocketing. This is only good news for Afrezza as people see that their time in range sucks. Afrezza can fix that. 9. The Levin study is very helpful going forward. It mapped out a simple straight forward approach to titration new patients onto Afrezza that were struggling on their current medications. The results of the study were dramatic. 10. Pediatrics study continues to move forward nicely. Folks, I don’t know about you, but MannKind and Mike C are firing on all cylinders right now. The share price sucks but that can change on a dime. In my opinion, todays webcast just reinforced my confidence in the company. Ignore the negative noise. Management just got bonuses and a raise and options. Wouldn't that ordinarily be an indicator of improved sales trends    |
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Post by dh4mizzou on Jun 20, 2019 12:26:54 GMT -5
I tried to listen to the webcast, unfortunately, it kept cutting off at 3 or 4 minutes in. It could have been my wifi... Anyway, after the collective commentary and a review of the slides, I put in my latest GTC order. The vast majority of the shares I own are at a price of $1.19 or less. Given all the imbued value within Afrezza, International Expansions, Technosphere, and even peripheral, if not direct associations with RLS, plus the realistic probabilities of a growing pipeline, I simply do not see how this doesn't become a $50 per share within 3 years or less.If I were shorting this stock based on the intent to run the company out of business, based in Afrezza, alone - which I am definitively not - I would start getting the pit in my stomach that indicates now is a good time to closeout and ride up. The dealer dealt a card yesterday, in favor of Mannkinds already strong and strengthening hand!
With apologies to all the Seinfeld fans out there. "It just moved" LOL
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