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Post by boca1girl on Oct 18, 2021 11:10:55 GMT -5
Re let this play out. Here is one possibility. What if this falls into UTHR's plan. If FDA denial and price drops UTHR starts to buy up shares to help get discount on eventual buy out price. After acquiring a health amount of cheap shares UTHR announces they are buying out MNKD. The denial told them what needs to be fixed and decreased their risk. I don’t like the possibility but others have this same theory. I don’t want MNKD being acquired on the cheap. |
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Post by peppy on Oct 18, 2021 11:25:11 GMT -5
Very true but I think we need to let this play out, we could get downgrades or something else could come out….🤷♀️ Announcing successful formulation of Zyesami-DPI would certainly help right the ship. agreed, during the NRXP Colin Powell Salute. |
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Post by peppy on Oct 18, 2021 11:34:51 GMT -5
I’ve got a protective buy order (gtc) at $3.75. Many on the board think we drift down to $3.50 because they see no catalysts between now and Tre-T approval. Who knows, MNKD might drift down that low, but I don’t know how they assume that with RLS, NRXP, and a potential 2nd molecule with UT news possible at any time. Oh,,, I remember now. Remember the $4.05.  |
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Post by peppy on Oct 18, 2021 11:48:51 GMT -5
MNKD volume at the half day of trade,
real time, 7,764,112
summary, 12,474,050
$4.0950 -0.9950. (-19.5481%)
As of 12:48PM EDT. Market open.
MNKD Volume @ 1 hour of trade,
real time, 4,604,943
summary, 7,362,210
Avg. Volume 2,622,304
$4.0800. -1.0100 (-19.8428%)
As of 10:30AM EDT. Market open.
added, volume at 2 hours of trade,
real time, 6,809,635
summary, 10,889,752
$4.1250. -0.9650 (-18.9587%)
As of 11:30AM EDT. Market open.
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Post by cretin11 on Oct 18, 2021 11:55:12 GMT -5
I’ve got a protective buy order (gtc) at $3.75. Many on the board think we drift down to $3.50 because they see no catalysts between now and Tre-T approval. Who knows, MNKD might drift down that low, but I don’t know how they assume that with RLS, NRXP, and a potential 2nd molecule with UT news possible at any time. boca, thanks for that protective order, I hope it works again 😋 As for RLS, NRXP and/or 2nd UT molecule, my opinion is all three of those are too speculative to help us with share price any time in the near future. |
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Post by cretin11 on Oct 18, 2021 11:58:44 GMT -5
Those $4 put premiums will look even better if/when we slide into the 3s. For someone that is comfortable owning at effectively 2.75 I think selling @ 1.25 for the Jan '23 4 strike PUT at this point in the "wedge" is a nice ROI, only problem is if they really wanted to be long they're giving up far more ROI when this breaks the wedge to the upside. Curious how deep under 4 you think this will go...I might take you up on a friendly wager that we see 5 again before we see under 4 by the end of Oct....but given the current price you would have to give me some decent odds 😉 I kinda like that Jan ‘23 put strategy, might lean towards the 3.50 strike but pretty much the same idea. No clue how far below $4 I expect to see, but waiting it out a bit before executing on the above put strategy. If we did have a friendly wager that you propose above, I agree you’d be entitled to odds. I’m thinking 5-1 but you would perhaps want even steeper? |
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Post by awesomo on Oct 18, 2021 12:02:11 GMT -5
Joey banking on that gut shot straight on the river!
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Post by boca1girl on Oct 18, 2021 12:06:39 GMT -5
I’ve got a protective buy order (gtc) at $3.75. Many on the board think we drift down to $3.50 because they see no catalysts between now and Tre-T approval. Who knows, MNKD might drift down that low, but I don’t know how they assume that with RLS, NRXP, and a potential 2nd molecule with UT news possible at any time. boca, thanks for that protective order, I hope it works again 😋 As for RLS, NRXP and/or 2nd UT molecule, my opinion is all three of those are too speculative to help us with share price any time in the near future. Since none of us knows what the future holds, we’ll just have to see what unfolds. I think we’ll know by Friday if we’ll hold the line around $4 until news develops. I hope UT announces more info about the delayed approval at the conference this week. |
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Post by lakon on Oct 18, 2021 12:47:46 GMT -5
MNKD JAN '23 5.50 @ 2.75
A press release of a ZYESAMI DPI successfully formulated would help most definitely along with a planned and expedited study followed by a subsequent filing for EUA. A government sponsorship of a fast tracked study sure would not hurt. VIP and FDKP have already been evaluated in the lungs so why not save lives NOW? Perhaps, itell, is onto something more sinister.
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Post by peppy on Oct 18, 2021 12:54:36 GMT -5
MNKD JAN '23 5.50 @ 2.75 A press release of a ZYESAMI DPI successfully formulated would help most definitely along with a planned and expedited study followed by a subsequent filing for EUA. A government sponsorship of a fast tracked study sure would not hurt. VIP and FDKP have already been evaluated in the lungs so why not save lives NOW? Perhaps, itell, is onto something more sinister. I have been thinking about the drugs that are getting approved. Merck and Ridgeback’s Investigational Oral Antiviral Molnupiravir MRK as the money to take it through trials. Then I think about NRXP. They do have a couple of IV trials done... small numbers. (The Colin Powell Salute.) Money for trials the show stoppers? |
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Post by peppy on Oct 18, 2021 15:14:58 GMT -5
MNKD volume at the half day of trade, real time, 7,764,112 summary, 12,474,050 $4.0950 -0.9950. (-19.5481%) As of 12:48PM EDT. Market open. MNKD Volume @ 1 hour of trade, real time, 4,604,943 summary, 7,362,210 Avg. Volume 2,622,304 $4.0800. -1.0100 (-19.8428%) As of 10:30AM EDT. Market open. added, volume at 2 hours of trade, real time, 6,809,635 summary, 10,889,752 $4.1250. -0.9650 (-18.9587%) As of 11:30AM EDT. Market open. MNKD Nasdaq real time volume, 10,264,341 shares. MNKD Nasdaq summary volume, 16,736,777 shares. $4.16. -0.9300 (-18.27%) At close: 4:00PM EDT I moved the lines.  |
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Post by biffn on Oct 18, 2021 15:22:29 GMT -5
It looks like all the pharmas were killed today.
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Post by peppy on Oct 18, 2021 15:26:59 GMT -5
It looks like all the pharmas were killed today. NVAX has come out with its final efficacy and all that. The emergency use authorization perhaps DEC.  |
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Post by prcgorman2 on Oct 19, 2021 7:11:11 GMT -5
I was very impressed with the volume yesterday. I assume there was a full on short raid capitalizing (literally) on the delay in FDA approval of Tyvaso DPI. What impressed me most was that the SP held above $4 in such heavy volume. I did not expect that. One or more institutions must have been buying what they thought were cheap shares under $5. Will they continue to accumulate today? It has been interesting to watch the increase in the floor this year and I’m pleased that yesterday at least it looked pretty solid.
I don’t think UTHR has any interest in acquiring MNKD and in any case buying enough shares would require them to report it and would drive the SP much much higher. Interesting times.
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Post by peppy on Oct 19, 2021 8:36:13 GMT -5
Volume is Huge, for MNKD in 4 mins.
The gap is a large one.
real time,346,440
Summary, 356,801
Avg. Volume 2,840,050
4.2500+0.0900 (+2.1635%)
added, Volume at 1/2 hour of trade.
real time, 615,556
summary, 859,400
4.125. -0.0350 (-0.8413%)
As of 10:00AM EDT. Market open.
$4.05 needs to hold.
1,019,704 at 38 mins of trade.
$4.1105. -0.0495. (-1.1899%)
As of 10:08AM EDT. Market open.
Added, volume at 1 hour of trade,
real time, 914,154
Summary, 1,470,913
4.1534-0.0066 (-0.16%)
As of 10:31AM EDT. Market open.
added, 1,000,793 real time shares in 1 hour and 18 mins.
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