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Post by porkini on Aug 6, 2020 13:44:48 GMT -5
What is a panda, Pat.  |
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Post by apidistra on Aug 6, 2020 13:53:37 GMT -5
Your take on it is right.
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Post by rfogel on Aug 6, 2020 14:26:34 GMT -5
Well, I'll just throw this in for the heck of it. I originally became interested in MNKD back in about November when the Brazil afrezza pricing was coming due. It came, but there was no announcement from Mannkind. After a few days, the pricing just disappeared -- no comment as to why from Mannkind.
It reappeared with a new much higher price a month or so later. A small announcement from Mannkind, but, as I recall nothing from Biomm. I would have thought some sort of joint announcement announcing how excited they were, yadda-yadda, but nope.
Since then, one mention during a CC of an additional shipment to Brazil but zero info as to how much it was or how much afrezza is being sold in Brazil.
I mean, after all the enthusiasm they appeared to express in the past over the Brazil deal, I would have thought they would at least say something periodically about what's going on down there.
I haven't read the CC transcript yet; was anything said about Brazil?
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Post by mytakeonit on Aug 6, 2020 14:57:27 GMT -5
2 containers mean that it is still in an introduction stage. It takes a while to be LOVED by all. This isn't like having a special at a grocery store.
But, that's mytakeonit
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Post by awesomo on Aug 6, 2020 17:40:30 GMT -5
I mean, after all the enthusiasm they appeared to express in the past over the Brazil deal, I would have thought they would at least say something periodically about what's going on down there. I haven't read the CC transcript yet; was anything said about Brazil? $0 international revenue last quarter, $200k this quarter. It’s a mostly nothing, minor benefit to the bottom line. |
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