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Post by longliner on Jun 25, 2019 12:27:14 GMT -5
Very sad: This 9 % are probably responsible for 90 % of all posts! That's what I thought with reminds me on yahoo massage board. An industrious group.
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Post by wgreystone on Jun 25, 2019 12:35:06 GMT -5
It is often said 50% of something is better than all of nothing. I agree it would be ideal to go it alone, but that hasn't worked so far and MNKD isn't showing any signs of increasing shareholder value to date. Okay, . . . how does the revenue in Afrezza sales for adults in the USA over the last two years looks like? It quadrupled and there is no slowing down! About 4.5mil$ for June19, from less than 1mil$ Jan 2017
Show me any company with similar numbers!
Are you serious? One company I followed had first drug on market one year later, and now has $300m annual revenue.
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Post by letitride on Jun 25, 2019 12:35:25 GMT -5
Very sad: This 9 % are probably responsible for 90 % of all posts! That's what I thought with reminds me on yahoo massage board. I used to joke that 60% of MNKD shareholders have been diagnosed with mental illness. The other 40% haven’t been diagnosed yet. ;-) Yeah that was no joke.
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Post by awesomo on Jun 25, 2019 12:42:10 GMT -5
It quadrupled and there is no slowing down! About 4.5mil$ for June19, from less than 1mil$ Jan 2017 Show me any company with similar numbers! This is like saying a football team went from 1-15 to 4-12 two years later. "Wow they quadrupled their win total, which team could ever say that?" You're not wrong, but when you start at such a low baseline, it isn't that impressive. As for this poll, I completely agree with agedhippie and uvula.
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Post by mytakeonit on Jun 25, 2019 13:04:58 GMT -5
ZZzzzz ... What? Are you people still going round and round in a circle? Heck, I'm tired and need to go to the yahoo "massage" board.
But, that's mytakeonit
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Post by brotherm1 on Jun 25, 2019 15:03:23 GMT -5
To be technical, some of the no votes in this pole could be from shorts. Personally, I’m not voting. Will give it a couple of more months
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Post by akemp3000 on Jun 25, 2019 15:22:26 GMT -5
Brings to mind a recent poll where the Governor's office asked people who live in California if they think immigration is a serious problem. 30% of respondents answered, "Yes it is." 70% of respondents answered, "No es una problema serioso". Rarely do we see any poll with 89% on one side like this one.
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Post by peppy on Jun 25, 2019 18:59:22 GMT -5
Very sad: This 9 % are probably responsible for 90 % of all posts! That's what I thought with reminds me on yahoo massage board. I used to joke that 60% of MNKD shareholders have been diagnosed with mental illness. The other 40% haven’t been diagnosed yet. ;-) Strange what people think is funny.
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Post by mango on Jun 25, 2019 19:25:09 GMT -5
The answer to this is always going to be no. Not because Mike is a brilliant CEO but because there is no obvious internal successor I can see. If a suitable external candidate can be identified at some point then I would be happy to replace him at that time. The fact that you have continually dismissed Afrezza's brilliance for years, and continue to do so, is all that factually matters to me here with your personally opinion of Mike Castagna. 😉
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Post by agedhippie on Jun 25, 2019 19:38:14 GMT -5
The answer to this is always going to be no. Not because Mike is a brilliant CEO but because there is no obvious internal successor I can see. If a suitable external candidate can be identified at some point then I would be happy to replace him at that time. The fact that you have continually dismissed Afrezza's brilliance for years, and continue to do so, is all that factually matters to me here with your personally opinion of Mike Castagna. 😉 Hey, even a broken clock is right twice a day!
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Post by morfu on Jun 25, 2019 19:46:38 GMT -5
The only thing worse that giving away 20% of the company for 40mil$ is a "partner" which will siphon away about 50% of any future earnings! The problem is, on the current growth trajectory we could end up with another doubling of outstanding shares and then there goes that 50% of future earnings to new shareholders. I don't think there is a clear winner in my mind between those two options. If there is ever an inflection point in NRx, it would then likely be obvious choice to go it alone, but waiting for that inflection point forever may not be the wise course. how could anyone justify a 50% dilution right now? How much money would you expect from that and what for would that be used or needed? Are you trying to say that there are no other options beside dilution or partnering right now? That sounds very wrong to me, but might put you right with the management!
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Post by barnstormer on Jun 25, 2019 19:49:05 GMT -5
It is often said 50% of something is better than all of nothing. I agree it would be ideal to go it alone, but that hasn't worked so far and MNKD isn't showing any signs of increasing shareholder value to date. Okay, . . . how does the revenue in Afrezza sales for adults in the USA over the last two years looks like? It quadrupled and there is no slowing down! About 4.5mil$ for June19, from less than 1mil$ Jan 2017
Show me any company with similar numbers!
It still won't even come close to break even is the point. And WS looks at big numbers and those aren't big numbers.
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Post by morfu on Jun 25, 2019 19:50:27 GMT -5
Okay, . . . how does the revenue in Afrezza sales for adults in the USA over the last two years looks like? It quadrupled and there is no slowing down! About 4.5mil$ for June19, from less than 1mil$ Jan 2017
Show me any company with similar numbers!
Are you serious? One company I followed had first drug on market one year later, and now has $300m annual revenue. Yes I am, are you? I once saw a man hit a baseball .. it flew high and long.. relevance to this thread.. zero! The question is not how much more money do we want, but how much do we need.. If we could double the Afrezza revenue for adults in US within 2019, that would get us a very long way towards green numbers! So my cited track record is very much in place and also quite promising!
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Post by mango on Jun 25, 2019 20:07:39 GMT -5
The fact that you have continually dismissed Afrezza's brilliance for years, and continue to do so, is all that factually matters to me here with your personally opinion of Mike Castagna. 😉 Hey, even a broken clock is right twice a day! A broken clock is obviously unreliable since it is broken!
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Post by letitride on Jun 25, 2019 20:40:56 GMT -5
It is obviously broken but still puts on a dam good show.
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