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Post by od on Feb 25, 2020 9:44:17 GMT -5
This is definitely by far the most positive news yet today. I can't wait for the CC. This is a much earlier timeline than many previously thought. Coupled with the positive UT news yesterday regarding Tyvaso for PH-ILD, we are off to a great start today! What was the previous timeline Mango. I thought recently it was thought it would be 2 years until we could see revenues from Tret-T. What are your thoughts now as to when we would see income from sales of it? Do not forget the time between NDA filing and approval/launch. 2 years until revenues could be a bit optimistic (hopefully, not).
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Post by apidistra on Feb 25, 2020 9:45:02 GMT -5
I was very pleased with the call, financially but especially strategically, i.e., the dual focus and the pediatric initiative. Two or three of the analysts also said in the call they thought results were strong. I see no reason to sell, but rather to continue to hold and even accumulate.
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Post by mango on Feb 25, 2020 9:47:24 GMT -5
No equity raise. Looks like John Cast Stains was wong...
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Post by wgreystone on Feb 25, 2020 9:48:48 GMT -5
Nothing new.
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Post by mango on Feb 25, 2020 9:49:36 GMT -5
This is definitely by far the most positive news yet today. I can't wait for the CC. This is a much earlier timeline than many previously thought. Coupled with the positive UT news yesterday regarding Tyvaso for PH-ILD, we are off to a great start today! What was the previous timeline Mango. I thought recently it was thought it would be 2 years until we could see revenues from Tret-T. What are your thoughts now as to when we would see income from sales of it? Timeline is progressing like it should. Many here speculated that it was/would take significantly longer than expected and even accused Mike of deception.
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Post by apidistra on Feb 25, 2020 9:51:24 GMT -5
That is just not true. We've got sufficient cash, no dilution expected, more Brazil orders, turned a profit, a narrower business focus and an excellent working partnership.
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Post by LongMNKD on Feb 25, 2020 9:52:37 GMT -5
well the market didnt like it
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Post by mango on Feb 25, 2020 9:53:12 GMT -5
I was very pleased with the call, financially but especially strategically, i.e., the dual focus and the pediatric initiative. Two or three of the analysts also said in the call they thought results were strong. I see no reason to sell, but rather to continue to hold and even accumulate. No dilution?!? But so many speculated that there would be, including John Cast Stains. Oh well, they were wong! Good CC.
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Post by awesomo on Feb 25, 2020 9:53:17 GMT -5
That is just not true. We've got sufficient cash, no dilution expected, more Brazil orders, turned a profit, a narrower business focus and an excellent working partnership. Turned a profit?
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Post by centralcoastinvestor on Feb 25, 2020 9:59:46 GMT -5
In my opinion, this was a rock solid conference call. The company is headed in the right direction with narrower focus on a few products, Afrezza, TreT and a handful of developmental products. The company is reducing costs which will help the company reach profitability sooner. TreT is a big big deal. When approved, it will pay for all of MannKind’s operations. Lastly, it has been years since I have heard that many questions from analysts and from so many different companies. Shorts attacked again this morning so nothing new there. I think this was a great call.
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Post by wgreystone on Feb 25, 2020 10:03:47 GMT -5
That is just not true. We've got sufficient cash, no dilution expected, more Brazil orders, turned a profit, a narrower business focus and an excellent working partnership. What profit? Who was expecting dilution (this is still a question mark though)? $7.8M Afrezza sales in a $3B insulin market. Did MC tell you what's the expected growth rate this year?
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Post by apidistra on Feb 25, 2020 10:08:58 GMT -5
I want to see Afrezza succeed in the marketplace FOR THE BENEFIT OF DIABETICS. That's why I have invested. If you're in it for any other reason, you will have rather a different perspective on your investment than I do.
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Post by wgreystone on Feb 25, 2020 10:11:57 GMT -5
I want to see Afrezza succeed in the marketplace FOR THE BENEFIT OF DIABETICS. That's why I have invested. If you're in it for any other reason, you will have rather a different perspective on your investment than I do. Everyone here wants Afrezza to succeed. The question is who can deliver it.
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Post by mango on Feb 25, 2020 10:15:14 GMT -5
Peppy, the 2 pipeline compounds for orphan lung disease Dornas alpha and tobramycin for cystic fibrosis?
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Post by apidistra on Feb 25, 2020 10:16:47 GMT -5
I want to see Afrezza succeed in the marketplace FOR THE BENEFIT OF DIABETICS. That's why I have invested. If you're in it for any other reason, you will have rather a different perspective on your investment than I do. Everyone here wants Afrezza to succeed. The question is who can deliver it. Doesn't appear that way to me. Not everyone I have read on this and other boards wants this product to succeed. Constructive criticism aside, which is essential to keeping management on its toes, several posts are clearly inimical to the success of this product.
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