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Post by mikesmilitaria on Nov 6, 2020 18:50:25 GMT -5
Sure sounds as though MNKD's mission is to pay off all debt, clear the books and then close the deals that Hooper was assigned. I believed from day one that Amgen has designs on MNKD and recently Medtronic comes on board. United's life depends on TS so it makes sense that they would want to insulate themselves from unknowns and buying the mfg. would accomplish that end. Mnkd free of debt, proven safety of TS/Afrezza, and a five year sales history clears the path for the deals that I believe are pending. Hooper was given a time frame window to bring home Amgen's tech targets at MNKD - he normally closes with 3-6 months- this has taken longer.
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Post by letitride on Nov 6, 2020 19:21:21 GMT -5
Sure sounds as though MNKD's mission is to pay off all debt, clear the books and then close the deals that Hooper was assigned. I believed from day one that Amgen has designs on MNKD and recently Medtronic comes on board. United's life depends on TS so it makes sense that they would want to insulate themselves from unknowns and buying the mfg. would accomplish that end. Mnkd free of debt, proven safety of TS/Afrezza, and a five year sales history clears the path for the deals that I believe are pending. Hooper was given a time frame window to bring home Amgen's tech targets at MNKD - he normally closes with 3-6 months- this has taken longer. What at Mannkind has not taken longer. If there is a MOASS I count on that taking longer as well so. Lets Go! |
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Post by hellodolly on Nov 7, 2020 7:55:55 GMT -5
I think this is a telegraphed message that MNKD will need to do an offering. They have no intention of selling the manufacturing facility and leasing it back, IMHO but, they could be using that talking point to send the bigger message.
With so much blow back from the last dilution, the stage is set now. The question is how many shares will they make available in the offering, will it be an ATM and who will they use to book this offering?
I'm prepared for another offering and looking for an artificial price run up on the days leading up to the announcement.
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Post by cjm18 on Nov 7, 2020 9:11:46 GMT -5
I think this is a telegraphed message that MNKD will need to do an offering. They have no intention of selling the manufacturing facility and leasing it back, IMHO but, they could be using that talking point to send the bigger message. With so much blow back from the last dilution, the stage is set now. The question is how many shares will they make available in the offering, will it be an ATM and who will they use to book this offering? I'm prepared for another offering and looking for an artificial price run up on the days leading up to the announcement. Plenty of Catalysts for the run up. Peds to phase 3 and trett filing. Agreement on new pipeline molecule would be best. Mc said he would have a pipeline update on the next call. Expect a run up to the next call. |
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Post by Deleted on Nov 7, 2020 9:25:04 GMT -5
I think this is a telegraphed message that MNKD will need to do an offering. They have no intention of selling the manufacturing facility and leasing it back, IMHO but, they could be using that talking point to send the bigger message. With so much blow back from the last dilution, the stage is set now. The question is how many shares will they make available in the offering, will it be an ATM and who will they use to book this offering? I'm prepared for another offering and looking for an artificial price run up on the days leading up to the announcement. Plenty of Catalysts for the run up. Peds to phase 3 and trett filing. Agreement on new pipeline molecule would be best. Mc said he would have a pipeline update on the next call. Expect a run up to the next call. Maybe the new pipeline candidates consists of COVID Vaccine opportunities?? |
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Post by lennymnkd on Nov 7, 2020 14:28:03 GMT -5
Was hoping SUMATRIPTAN... migraine/ 🤔well hey look “ EMBARRASSMENT “ of riches...
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Post by gamblerjag on Nov 7, 2020 16:34:27 GMT -5
Plenty of Catalysts for the run up. Peds to phase 3 and trett filing. Agreement on new pipeline molecule would be best. Mc said he would have a pipeline update on the next call. Expect a run up to the next call. Maybe the new pipeline candidates consists of COVID Vaccine opportunities?? . Next call Meaning next quarterly call? Or are they going to mention in between quarters. Thanks q |
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Post by letitride on Nov 7, 2020 16:50:18 GMT -5
Did everyone pay close attention to the analyst follow up questions on the Danbury deal?
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Post by mnkdfann on Nov 7, 2020 17:06:41 GMT -5
Did everyone pay close attention to the analyst follow up questions on the Danbury deal? This? Thomas Smith
... First one TreT, can you talk about some of the work you’re doing on the manufacturing side to prepare for the potential approval and commercialization? Sounds like it could come in 2021 or early 2022? ...
Michael Castagna
Sure. On the manufacturing side, we completed build out of the factory really late last year. So, that was a multimillion dollar investment and about six-month project that’s completed. So, we’ve made commercial supplies within that batch. We really got one piece of equipment coming and finalized, the NDA package. So that’s all here and we’re just wrapping all that up here between now and the end of the year. So, the factory should be in a place to start to make scalable commercial supplies here in the roughly January timeframe. So, we’ll be ready to go on that one.
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Post by letitride on Nov 7, 2020 17:40:41 GMT -5
Did everyone pay close attention to the analyst follow up questions on the Danbury deal? This? Thomas Smith
... First one TreT, can you talk about some of the work you’re doing on the manufacturing side to prepare for the potential approval and commercialization? Sounds like it could come in 2021 or early 2022? ...
Michael Castagna
Sure. On the manufacturing side, we completed build out of the factory really late last year. So, that was a multimillion dollar investment and about six-month project that’s completed. So, we’ve made commercial supplies within that batch. We really got one piece of equipment coming and finalized, the NDA package. So that’s all here and we’re just wrapping all that up here between now and the end of the year. So, the factory should be in a place to start to make scalable commercial supplies here in the roughly January timeframe. So, we’ll be ready to go on that one.
So, the factory should be in a place to start to make scalable commercial supplies here in the roughly January timeframe. |
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Post by mytakeonit on Nov 7, 2020 18:12:11 GMT -5
So, we'll be ready to go on that one. LET'S GO !
But, that's mytakeonit
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Post by cjm18 on Nov 7, 2020 19:12:46 GMT -5
Maybe the new pipeline candidates consists of COVID Vaccine opportunities?? . Next call Meaning next quarterly call? Or are they going to mention in between quarters. Thanks q I think he meant quarterly call. Plus not aware of any investor conferences before then. |
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Post by buyitonsale on Nov 8, 2020 1:42:16 GMT -5
“Meanwhile, the net cash burn from operations for third quarter exceeded $9 million per month “
Reported net loss from operations in the latest 10Q is 9.1M.
That is a quarterly burn and 4th quarter will be similar.
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Post by buyitonsale on Nov 8, 2020 11:55:05 GMT -5
“cash burn that will happen in Nov and Dec (about $18MM) which is significantly more than the milestone payment. “
No, cash burn is 9M per quarter, not per month.
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Post by veritasfiliatemporis on Nov 8, 2020 14:07:20 GMT -5
I think they will dilute around 5 to 10% 30 Mil and they arrive easy summer 2022... that's mysellonit
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