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Post by buyitonsale on Nov 4, 2019 18:42:06 GMT -5
2Q 19 sales revenue were almost double 2Q 18 while cogs went down. And most of cogs is fixed cost and meaningless as far as CFBE is concerned, When top line goes to about 25M, and it will, half of revenue will be royalties based on net sales of TreT, meaning net to UTHR, meaning cogs are accounted for ... not so far away, is it ? About 18 months. It’s going to get so boring here without FUD, but I’m looking forward to it anyway  |
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Post by mytakeonit on Nov 4, 2019 19:03:23 GMT -5
The problem with that scenario is that we will be making so much $$$ that we will be eating and drinking more and will need to buy Afrezza. It is a vicious circle that only the shorts can save us from.  Short more shares shorts ... Save me !!! But, that's mytakeonit |
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Post by ryster505 on Nov 4, 2019 19:20:41 GMT -5
2Q 19 sales revenue were almost double 2Q 18 while cogs went down. And most of cogs is fixed cost and meaningless as far as CFBE is concerned, When top line goes to about 25M, and it will, half of revenue will be royalties based on net sales of TreT, meaning net to UTHR, meaning cogs are accounted for ... not so far away, is it ? About 18 months. It’s going to get so boring here without FUD, but I’m looking forward to it anyway Amen! The days of constant F.U.D will be behind us at some point in the not so distant future. Enjoy while it lasts. |
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Post by ktim on Nov 5, 2019 10:30:47 GMT -5
I don't think your numbers for Afrezza are correct. Last quarter after rebates and cost of goods there was $1.7M left from Afrezza making $132 per week over the quarter. SG&A alone was $16M. Very strange how a individual who is not invested in this company, yet finds time to engage in these types of conversations in his spare time..I guess you and SO are just very fascinated with this company..🤷♂️ We do know how strange it is for people these days to spend time online without making money from it. We have this epidemic of people exercising too much and not getting enough "screen time". |
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Post by sportsrancho on Nov 5, 2019 10:33:49 GMT -5
How strange is it for all of us to spend all this time online and still lose money🤣 Watch aged get in at the right time and make a boatload.
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Post by ktim on Nov 5, 2019 10:51:48 GMT -5
How strange is it for all of us to spend all this time online and still lose money🤣 Watch aged get in at the right time and make a boatload. Some view this more as a sports team (or political team) sort of thing where the point isn't to have the best return on investment but rather to be loyal. Someone that invests in MNKD at the right time, being a far better investor in MNKD than I have been, would be accused of flip flopping or being a fair weather fan. A bit funny actually, but would guarantee many here would spin it as the person staying out of MNKD for the losing years as simply being on the wrong side for a long time before finally understanding that the pumpers have been correct all along. |
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Post by uvula on Nov 5, 2019 11:46:31 GMT -5
If I recall sam finta said he never owned mnkd stock either and he spent a ton of time here.
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Post by longliner on Nov 5, 2019 13:05:43 GMT -5
I've never claimed to be a good investor, only a good saver...............right now I'm saving Mannkind. |
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Post by sportsrancho on Nov 5, 2019 13:46:28 GMT -5
If I recall sam finta said he never owned mnkd stock either and he spent a ton of time here. And that right there is true loyalty. Nobody on this board bought stock in this company thinking they would lose money. Some of the loyalist investors I know have over 1 million invested and trade around that core. Mike C sold his shares when SNY became our partner. I call that smart. Too late to cry about spilt milk now but when you got wrapped up in the cult like I did ..thinking that it would be disloyal to my friends and disrespectful of their money to sell and follow my normal trading rules. I call that stupid. Smart would’ve been trading around that core so that I could make more money somewhere else to have more money to add to MNKD later. |
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Post by mytakeonit on Nov 5, 2019 15:19:10 GMT -5
Maybe so, but as I have been saying, if you sell your shares after the next run up ... you may have to buy your shares back at a MUCH HIGHER cost. I'd rather just sit on my shares and give them to my daughter later.
But, that's mytakeonit
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Post by mnholdem on Nov 5, 2019 17:45:37 GMT -5
How many 5-10 year longs have posted that belief? Hundreds of them, just on ProBoards alone, have seen their invest erode to a pittance. Perhaps the latecomers are a bit insensitive to this sad fact.
But...keep on pumping. I do believe the science will prevail - much faster in the right hands - and Afrezza will become a major player. How long? That depends entirely upon management and their competence at eliminating the so-called roadblocks.
It's the product that keeps me in the game.
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Post by bioexec25 on Nov 5, 2019 18:41:06 GMT -5
Well said mnholdem , et al. The product and I'd add the opportunity given the current-state of competing therapeutics. I'm reminded of Dr. Kendall's tirade couple of years ago at the ASM. That was rich given where we still remain, but it's still a classic in my mind and of course still true to a degree. |
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Post by prcgorman2 on Nov 5, 2019 19:41:34 GMT -5
How strange is it for all of us to spend all this time online and still lose money🤣 Watch aged get in at the right time and make a boatload. Have I lost money if I’ve never sold? My portfolio continues to do OK. I don’t know what the “right time” is but I’ve assumed my most recent purchases are a safer bet because of the weekly TRx QoQ and YoY sales trend and the UTHR TreT deal and the international deals and I assume others will come along too. Doesn’t seem likely nothing will happen. As for the debt covenants, being tied to even mildly aggressive sales of Afrezza is probably a recipe for a miss. Sales are too thin and too easily disrupted. It’s OK to discuss likely consequences of a miss. Calling the loan in is not a likely consequence. An increase in the interest is a likely consequence. What else? For the most part what I see is steady improvement and reasons to be cautiously optimistic and not very fearful. |
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Post by mnholdem on Nov 5, 2019 20:19:14 GMT -5
Well said mnholdem , et al. The product and I'd add the opportunity given the current-state of competing therapeutics. I'm reminded of Dr. Kendall's tirade couple of years ago at the ASM. That was rich given where we still remain, but it's still a classic in my mind and of course still true to a degree. At least one executive at MannKind has a set of balls. I admire the way Amarin took on the FDA in court and won based upon the scientific data. Kendall expressed disbelief over the FDA's interpretation of clinical data. Like "this seems too good to be true so we'll add a few minutes to the onset of action". Kendall spoke out. The CEO, on the other hand, folded to the FDA and removed the pizza from the Afrezza TV commercial. Because the FDA thought it sends the wrong message about diabetes? What about the message behind Afrezza that it can help control your blood sugar, even if you're eating pizza. Positioning Afrezza as a new insulin that adapts to your lifestyle (unexpected moments) would resonate with diabetes patients if this CEO would just show up. Give Kendall the CEO job and you'll see some major movement. He's one of the industries leading experts for crying out loud! |
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Post by ltta on Nov 5, 2019 20:24:11 GMT -5
Well said mnholdem , et al. The product and I'd add the opportunity given the current-state of competing therapeutics. I'm reminded of Dr. Kendall's tirade couple of years ago at the ASM. That was rich given where we still remain, but it's still a classic in my mind and of course still true to a degree. At least one executive at MannKind has a set of balls. I admire the way Amarin took on the FDA in court and won based upon the scientific data. Kendall expressed disbelief over the FDA's interpretation of clinical data. Like "this seems too good to be true so we'll add a few minutes to the onset of action". Kendall spoke out. The CEO, on the other hand, folded to the FDA and removed the pizza from the Afrezza TV commercial. Because the FDA thought it sends the wrong message about diabetes? What about the message behind Afrezza that it can help control your blood sugar, even if you're eating pizza. Positioning Afrezza as a new insulin that adapts to your lifestyle (unexpected moments) would resonate with diabetes patients if this CEO would just show up. Give Kendall the CEO job and you'll see some major movement. He's one of the industries leading experts for crying out loud! Yes, but what I said on the questions thread... Where are the publications for 2019. Kendall??? |
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Short more shares shorts ... Save me !!!
