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Post by sr71 on Dec 6, 2020 14:04:20 GMT -5
I think the market if full of investors still looking where to put their money waiting for positive market signals, Corona was devastating to the economy and entire segments are just uncertain to invest in. If Mannkind can provide stability and prosperity, there will be investors at the current situation.
However, beside a potential run up (since I believe the stock is undervalued at the current situation and even more with a Tret approval) Afrezza promises low and steady long term gain based on the revenue trend over the last 3years, we can expect to gain about 5-10ct earning increase per year from that soon.
Falconchest mentioned VDEX as his wishful source revenue and you pushing more advertisements this week in this forum completely unrelated to Mankind (great for VDEX when they hire a doctor..) ...a clear violation of forum rules!
There is no indication that the Afrezza revenue was in any way impacted by VDEX, as they dont release their numbers, so any bold statements about how they do better than other clinics or are helpful for Mannkind at all currently seems misleading, doesn´t it? What’s misleading is to imply that VDEX is not helpful to MNKD. Of course VDEX clinics are helpful to MNKD, how could they not be? With advance apologies that this thread has drifted off-topic, IMHO: 1. Mannkind management has consistently proven through the years that they are not marketing geniuses. 2. VDEX, which claims Afrezza as its primary treatment option, has been expanding the business model even during the pandemic. Bill is business-savvy and would not be doing this if rewards were not being gained. 3. Mannkind marketing of Afrezza has been hobbled by existing realities such as the FDA Black Box Warning and ADA Standards of Care. 4. VDEX offers a superior turnkey solution to diabetic treatment that focuses on successful patient outcomes with Afrezza, with far less headwinds from FDA and ADA than Mannkind experiences. 5. Mannkind-reported script counts during the COVID pandemic this year are roughly equivalent to 2019. If VDEX logically must be responsible for more Afrezza sales over the past year, it stands to reason that Mannkind alone has fewer sales. Bottom line: Mannkind management needs VDEX to continue doing what Mannkind cannot. |
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Post by peppy on Dec 6, 2020 14:15:35 GMT -5
What’s misleading is to imply that VDEX is not helpful to MNKD. Of course VDEX clinics are helpful to MNKD, how could they not be? With advance apologies that this thread has drifted off-topic, IMHO: 1. Mannkind management has consistently proven through the years that they are not marketing geniuses. 2. VDEX, which claims Afrezza as its primary treatment option, has been expanding the business model even during the pandemic. Bill is business-savvy and would not be doing this if rewards were not being gained. 3. Mannkind marketing of Afrezza has been hobbled by existing realities such as the FDA Black Box Warning and ADA Standards of Care.4. VDEX offers a superior turnkey solution to diabetic treatment that focuses on successful patient outcomes with Afrezza, with far less headwinds from FDA and ADA than Mannkind experiences. 5. Mannkind-reported script counts during the COVID pandemic this year are roughly equivalent to 2019. If VDEX logically must be responsible for more Afrezza sales over the past year, it stands to reason that Mannkind alone has fewer sales. Bottom line: Mannkind management needs VDEX to continue doing what Mannkind cannot. quote: 3. Mannkind marketing of Afrezza has been hobbled by existing realities such as the FDA Black Box Warning and ADA Standards of Care. Reply: Mannkind marketing of Afrezza has been hobbled by existing realities such as; Insulins that are classified as comparable means health insurance can decide which comparable insulin it covers. Since existing health insurances have contracts with either Eli Lilly (Humalog) or Novo Nordisk A/S. (Novolog) for sales and rebates secondary to sales, physicians have been trained over the years to order what health insurances cover making it more difficult for Afrezza to be ordered and used. (No matter what the CGM says.) |
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Post by morfu on Dec 6, 2020 20:39:27 GMT -5
I think the market if full of investors still looking where to put their money waiting for positive market signals, Corona was devastating to the economy and entire segments are just uncertain to invest in. If Mannkind can provide stability and prosperity, there will be investors at the current situation.
However, beside a potential run up (since I believe the stock is undervalued at the current situation and even more with a Tret approval) Afrezza promises low and steady long term gain based on the revenue trend over the last 3years, we can expect to gain about 5-10ct earning increase per year from that soon.
Falconchest mentioned VDEX as his wishful source revenue and you pushing more advertisements this week in this forum completely unrelated to Mankind (great for VDEX when they hire a doctor..) ...a clear violation of forum rules!
There is no indication that the Afrezza revenue was in any way impacted by VDEX, as they dont release their numbers, so any bold statements about how they do better than other clinics or are helpful for Mannkind at all currently seems misleading, doesn´t it? What’s misleading is to imply that VDEX is not helpful to MNKD. Of course VDEX clinics are helpful to MNKD, how could they not be? I had a longer paragraph written about McColough´s unsupported claims and his paid endless repeaters here at this board, but it really comes down to just this:
In my opinion, Mannkind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows. If that trend is not interrupted by any clowns and their fancy new treatment plans, we should see green sales numbers from Afrezza in USA by 2023.
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Post by porkini on Dec 6, 2020 21:09:56 GMT -5
What’s misleading is to imply that VDEX is not helpful to MNKD. Of course VDEX clinics are helpful to MNKD, how could they not be? I had a longer paragraph written about McColough´s unsupported claims and his paid endless repeaters here at this board, but it really comes down to just this:
In my opinion, Mannkind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows. If that trend is not interrupted by any clowns and their fancy new treatment plans, we should see green sales numbers from Afrezza in USA by 2023.
? ? ? WTF ? ? ? I've never met or talked to a "McColough" or ever been a paid supporter. I do like what VDex is doing. There, that's my longer paragraph! 🦡🖕🦡 PS - I believe you are thinking of the wrong person, "McColough," the person associated with VDex is "McCullough."  |
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Post by cretin11 on Dec 6, 2020 21:44:46 GMT -5
What’s misleading is to imply that VDEX is not helpful to MNKD. Of course VDEX clinics are helpful to MNKD, how could they not be? I had a longer paragraph written about McColough´s unsupported claims and his paid endless repeaters here at this board, but it really comes down to just this:
In my opinion, Mannkind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows. If that trend is not interrupted by any clowns and their fancy new treatment plans, we should see green sales numbers from Afrezza in USA by 2023.
1) “MannKind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows” - seriously? What trends are you looking at? The anemic script growth doesn’t support your assertion. 2) Please share who McCullough’s “paid endless repeaters” are, I’m curious to know. |
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Post by morfu on Dec 6, 2020 22:40:41 GMT -5
I had a longer paragraph written about McColough´s unsupported claims and his paid endless repeaters here at this board, but it really comes down to just this:
In my opinion, Mannkind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows. If that trend is not interrupted by any clowns and their fancy new treatment plans, we should see green sales numbers from Afrezza in USA by 2023.
? ? ? WTF ? ? ? I've never met or talked to a "McColough" or ever been a paid supporter. I do like what VDex is doing. There, that's my longer paragraph! 🦡🖕🦡 PS - I believe you are thinking of the wrong person, "McColough," the person associated with VDex is "McCullough." "🦡🖕🦡" => No need for childish insults just because you have no arguments!
Oh noes I misspelled his name.. even that does not make you post at all relevant.
It might be news for you, but your likes are not part of my investment strategy nor would I recommend them to anyone given your behavior.
Sportrancho declared to be paid by VDEX.
And as for her remark about me not seeing all numbers, that just means that I still dont trust VDEX.
Their claim of a high retention numbers is so far not showing in the retention and seems in contradiction to the claim that VDEX produces any significant sales numbers with high retention. Either they are wrong about their retention or their sales are rather small.
That follows directly from the number which are visible to everyone.
Given that fact her claim of other numbers seems dubious!
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Post by sportsrancho on Dec 7, 2020 9:03:05 GMT -5
Wow I wake up to multiple posts.
What I said was there are people who have seen the Vdex numbers.. you are just not one of them. You are an anonymous poster on a message board.
I’m the only person paid by Vdex to handle social media. But I’d be saying exactly the same things whether I was paid or not.
Vdex doesn’t have any magic solution other than knowing the science of dosing Afrezza and giving the patients continual weekly care, holding their hand so to speak until we can take the training wheels off and they understand the science of Afrezza. The more people that know that the better, the more they spread the word, the more people that have a good experience the better for all of us. Mannkind and shareholders.
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Post by sportsrancho on Dec 7, 2020 9:10:43 GMT -5
I had a longer paragraph written about McColough´s unsupported claims and his paid endless repeaters here at this board, but it really comes down to just this:
In my opinion, Mannkind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows. If that trend is not interrupted by any clowns and their fancy new treatment plans, we should see green sales numbers from Afrezza in USA by 2023.
1) “MannKind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows” - seriously? What trends are you looking at? The anemic script growth doesn’t support your assertion. 2) Please share who McCullough’s “paid endless repeaters” are, I’m curious to know. Oh come on ..you know you’re a paid pumper and Bill and I are clowns. I guess it’s OK for other people to call us names🤣😂🙄 |
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Post by cretin11 on Dec 7, 2020 9:25:58 GMT -5
1) “MannKind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows” - seriously? What trends are you looking at? The anemic script growth doesn’t support your assertion. 2) Please share who McCullough’s “paid endless repeaters” are, I’m curious to know. Oh come on ..you know you’re a paid pumper and Bill and I are clowns. I guess it’s OK for other people to call us names🤣😂🙄 Wait, I thought I was a paid basher!! 🤪 |
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Post by morfu on Dec 7, 2020 12:54:23 GMT -5
1) “MannKind fares quite well working with the classic medical infrastructure as the sales trend of the last 3 years shows” - seriously? What trends are you looking at? The anemic script growth doesn’t support your assertion. 2) Please share who McCullough’s “paid endless repeaters” are, I’m curious to know. Oh come on ..you know you’re a paid pumper and Bill and I are clowns. I guess it’s OK for other people to call us names🤣😂🙄 Well sounds to me McColough sometimes acts like a clown: "I have not disbanded the activist shareholder campaign, Hope for MannKind. I still believe shareholders need to push for change. I am also more convinced than ever that the company’s current marketing and sales strategy for Afrezza will ultimately fail. Unfortunately, with an unresponsive Board of Directors there is little we can do. I have backed off my criticism of management and the Board because it really didn’t accomplish anything productive" So I called McCollough a clown and you a paid repeater.
>> you’re a paid pumper I am certainly not pumping VDEX, because so far I see no reason for it. So from whom am I paid to do what and when can I get my first payment?
Or was this an outright lie? Is that statement from you as true as your other statements?
Most importantly are you going after my person because you have no arguments about the facts?
>> "Vdex doesn’t have any magic solution other than knowing the science of dosing Afrezza and giving the patients continual weekly care, holding their hand so to speak "
I said that is nothing special but ineffective and expensive... we don´t seem far apart here.
As for your hidden numbers, can we agree that there is a claim from McCoullogh and (in following by you) that the VDEX sales should be rather unique in their high retention rate? Otherwise what would be the point of keep pushing them in a Mannkind forum (beside that is how you make your money)?
Because the overall retention does not show any hint of that signature which seems very telling...
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Post by sportsrancho on Dec 7, 2020 17:08:40 GMT -5
😂🤷♀️ Clearly you are the 🤡
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Post by cretin11 on Dec 7, 2020 18:16:49 GMT -5
Oh come on ..you know you’re a paid pumper and Bill and I are clowns. I guess it’s OK for other people to call us names🤣😂🙄 Well sounds to me McColough sometimes acts like a clown: "I have not disbanded the activist shareholder campaign, Hope for MannKind. I still believe shareholders need to push for change. I am also more convinced than ever that the company’s current marketing and sales strategy for Afrezza will ultimately fail. Unfortunately, with an unresponsive Board of Directors there is little we can do. I have backed off my criticism of management and the Board because it really didn’t accomplish anything productive" So I called McCollough a clown and you a paid repeater.
>> you’re a paid pumper I am certainly not pumping VDEX, because so far I see no reason for it. So from whom am I paid to do what and when can I get my first payment?
Or was this an outright lie? Is that statement from you as true as your other statements?
Most importantly are you going after my person because you have no arguments about the facts?
morfu please read more carefully, sports was calling me a paid pumper, not you. 🤡 |
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Post by celo on Mar 2, 2021 10:23:51 GMT -5
Any chance Mid-cap can short the stock to down to their redemption value which I believe is as low as 2.50? Once the new deal is finalized then they will be paid off.
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Post by straightly on Mar 2, 2021 11:00:08 GMT -5
Any chance Mid-cap can short the stock to down to their redemption value which I believe is as low as 2.50? Once the new deal is finalized then they will be paid off. No. |
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Post by celo on Mar 7, 2021 10:33:35 GMT -5
"A breach of any of these covenants could result in an event of default under the MidCap Credit Facility. If we default under our obligations under the MidCap Credit Facility, the lender could proceed against the collateral granted to them to secure our indebtedness or declare all obligations under the MidCap Credit Facility to be due and payable. In certain circumstances, procedures by the lender could result in a loss by us of all of our equipment and inventory, which are included in the collateral granted to the lender. In addition, upon any distribution of assets pursuant to any liquidation, insolvency, dissolution, reorganization or similar proceeding, the holders of secured indebtedness will be entitled to receive payment in full from the proceeds of the collateral securing our secured indebtedness before the holders of other indebtedness or our common stock will be entitled to receive any distribution with respect thereto."
One of the covenants of the Mid-cap Facility is if Mannkind wanted to "dispose of assets". Sale of the building would fall under the "dispose of assets" category. I think Mid-cap is not part of the picture anymore.
"The restrictive covenants in the MidCap Credit Facility could prevent us from pursuing business opportunities that we or our stockholders may consider beneficial."
Watch out, here comes Mannkind...
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