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Post by georgethenight2 on Jan 22, 2020 3:00:15 GMT -5
aha...is that why we have been drastically increasing sales YTY?
Granted there have been a few mis steps...like every other company in History.
Much has to do with cash slow due to manipulated PPS for 9 years.
MC has done a good job all things considered.
Kuka. Love u man. Lets burn some shorts and get paid. People here way to setious sometimes. 80 a share. Um that will be just fine. |
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Post by peppy on Jan 22, 2020 3:31:12 GMT -5
(let's stay on topic this time) Is this the effects of the expiration on Friday and pent up demand caused by MLK Day? Heh |
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Post by kuka on Jan 22, 2020 3:42:01 GMT -5
Good guess...I live in Hawaii for 11 years ...but retired in Thailand
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Post by kuka on Jan 22, 2020 3:42:57 GMT -5
yeah man...lets do it ...make them shorties suffer  |
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Post by Thundersnow on Jan 22, 2020 3:50:40 GMT -5
Its possible AMGEN wants the TS Tech and will sell Afrezza to a player in the Diabetes space ...Matt P told us that it was a "complicated Deal"
I am 90% sure this deal has been in play for 3 years with milestones needs to complete.
8 years ago Afrezza was worth about 10 Bil...now with more molecules ...MNKD is prob worth 15-20 Billion
I am really hoping for a cash and stock (AMGN) swap.
Regardless....MNKD Longs are going to get PAID soon.
So HOW do you think MNKD gets to a MC of $15B? WHEN do you think MNKD will get to $15B? There is no way in hell MNKD will get there anytime soon. You have to remember MNKD has a Platform that is still unproven. Yes they have Afrezza but sales are slowing ramping and for them to get to $1B in sales and even with a multiple of 15x on sales is not possible. Also MNKD is not developing NEW DRUGS. They are recirculating existing drugs and get a small cut of the Revenues which prolongs them reaching $1B in Revs. Unless something drastically happens (PEDS will not do it) this is going to be a very slow mover. |
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Post by peppy on Jan 22, 2020 4:02:38 GMT -5
Its possible AMGEN wants the TS Tech and will sell Afrezza to a player in the Diabetes space ...Matt P told us that it was a "complicated Deal"
I am 90% sure this deal has been in play for 3 years with milestones needs to complete.
8 years ago Afrezza was worth about 10 Bil...now with more molecules ...MNKD is prob worth 15-20 Billion
I am really hoping for a cash and stock (AMGN) swap.
Regardless....MNKD Longs are going to get PAID soon.
So HOW do you think MNKD gets to a MC of $15B? WHEN do you think MNKD will get to $15B? There is no way in hell MNKD will get there anytime soon. You have to remember MNKD has a Platform that is still unproven. Yes they have Afrezza but sales are slowing ramping and for them to get to $1B in sales and even with a multiple of 15x on sales is not possible. Also MNKD is not developing NEW DRUGS. They are recirculating existing drugs and get a small cut of the Revenues which prolongs them reaching $1B in Revs. Unless something drastically happens (PEDS will not do it) this is going to be a very slow mover. I have been to the products list on the AMGEN website before. What I see is the same thing I saw last time. AMGEN is into monoclonal antibodies. mango mnholdem please put up the address to the website with all MNKDs patents. I seem to be incapable. www.amgenpipeline.com/pipeline/hematology and oncology is a strong pipeline for AMGEN. Nothing saids HEME like Technosphere. I can not help myself, it is such a pretty picture.  |
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Post by georgethenight2 on Jan 22, 2020 4:26:47 GMT -5
Its possible AMGEN wants the TS Tech and will sell Afrezza to a player in the Diabetes space ...Matt P told us that it was a "complicated Deal"
I am 90% sure this deal has been in play for 3 years with milestones needs to complete.
8 years ago Afrezza was worth about 10 Bil...now with more molecules ...MNKD is prob worth 15-20 Billion
I am really hoping for a cash and stock (AMGN) swap.
Regardless....MNKD Longs are going to get PAID soon.
So HOW do you think MNKD gets to a MC of $15B? WHEN do you think MNKD will get to $15B? There is no way in hell MNKD will get there anytime soon. You have to remember MNKD has a Platform that is still unproven. Yes they have Afrezza but sales are slowing ramping and for them to get to $1B in sales and even with a multiple of 15x on sales is not possible. Also MNKD is not developing NEW DRUGS. They are recirculating existing drugs and get a small cut of the Revenues which prolongs them reaching $1B in Revs. Unless something drastically happens (PEDS will not do it) this is going to be a very slow mover. Too serious. Regardless. The run up might be real this time. Above water in my wife's account. Thus I am very happy. |
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Post by georgethenight2 on Jan 22, 2020 6:13:47 GMT -5
So HOW do you think MNKD gets to a MC of $15B? WHEN do you think MNKD will get to $15B? There is no way in hell MNKD will get there anytime soon. You have to remember MNKD has a Platform that is still unproven. Yes they have Afrezza but sales are slowing ramping and for them to get to $1B in sales and even with a multiple of 15x on sales is not possible. Also MNKD is not developing NEW DRUGS. They are recirculating existing drugs and get a small cut of the Revenues which prolongs them reaching $1B in Revs. Unless something drastically happens (PEDS will not do it) this is going to be a very slow mover. Too serious. Regardless. The run up might be real this time. Above water in my wife's account. Thus I am very happy. Thunder. Your comment got me thinking. Yes and one thing that many overlook; we are not just a drug company, but also a medical device company. Granted our focus FOR THE MOMENT is Afrezza, however, this could change in the blink of an eye. A second molecule with lower double digit royalties, combined with Trep T, a combined revenue stream that essentially covers our yearly expenses. And while you point out that no new drugs are being developed, if you compare the cost of doing an exploratory p1, as was the case with Trep T, versus a P2 and expansive P3, your get quite alot for the small investment. Look how we struggle with Afrezza, a small sales force yes, but it costs serious cash for our little MNKD. By passing the tech to someone who is capable like UTHR, the heavy lifting is done, we can sit back and focus on the next possible drug candidate. As for your comment, that the platform is still unproven, come again. Afrezza and DreamBoat work. Dr. Rothblatt has committed over $100m to develop a drug that her company(in my opinion)needs, as the generics have started to eat into their profits. And as for the total cost to MNKD for this p1, if I were a betting man(which I am, as I own MNKD stock) they did pretty well for themselves. Many on WS with the same attitude (not trying to be rude) as yours have completely dismissed the little company whose founder Al Mann invested multiple lifetimes of wealth in this idea. To ignore his history and track record as an inventor and business man would be folly. MC and Dr. K took the reins and are doing some good work, minus timely raises. But, we are on a course that looks promising. The notion that we only have Afrezza to lead us into profitability is fool-hardy, with multiple irons in the fire, it only takes one or two more to clear the bar, which thanks to MC has been lowered considerably compared to where we were a mere 18 months ago. So if Kuka is wrong, so be it. I enjoy his upbeat attitude. But, there are many things to this that I will close with. HQ remains in West Lake Village, yet manufacturing is located in Conn., if money is so tight, why the necessity for two facilities. Especially, when Mike himself is on record as commenting about the high cost of West Lake and the greater surrounding LA area. Tony Hooper's arrival, to say the least, very well timed. Especially given, the recent events with Biogene. The closing of options last Friday, and subsequent 13% share price appreciation yesterday. The old "somebody knows something" phrase fits to a T. The recent online sentiment. As I am only speculating here; positive news articles surrounding MNKD, Rooks stating she has new Twitter users following her posts, and the near 1000 new followers on ST, in the blink of an eye. Interesting to say the least. And lastly. I am now at a juncture where many might also be, should I AVERAGE-UP? My personal account holding MNKD is still under-water somewhat, but yesterdays action and small buys here and there over the past year have put my wife's MNKD holdings into the green. Do any other members here have this problem? I am truly at a loss...Yet a very happy quandary. Lets get this thing going! |
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Post by falconquest on Jan 22, 2020 6:45:09 GMT -5
aha...is that why we have been drastically increasing sales YTY?
Granted there have been a few mis steps...like every other company in History.
Much has to do with cash slow due to manipulated PPS for 9 years.
MC has done a good job all things considered.
Kuka. Love u man. Lets burn some shorts and get paid. People here way to setious sometimes. 80 a share. Um that will be just fine. Yeah, let's all rally around a hypothetical notion. Forget your $80.00/share let's go for $120.00! This is starting to remind me of the old Yahoo board days and yet, here we are all those years later. What if Hooper just wanted a couple of retirement gigs? |
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