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Post by cjm18 on Apr 20, 2021 15:35:26 GMT -5
UTHR gave mnkd a lifeline to get us out of potential bankruptcy. They will probably buy mnkd for pennies to a dollar. Clown in charge will probably take the deal because he's way over his head trying to run mnkd. Pay raise for his rest and grow. WTF? Why own Mnkd stock then? |
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Post by mymann on Apr 20, 2021 15:51:36 GMT -5
I own mnkd because I don't know what I'm doing just like Mike.
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Post by dh4mizzou on Apr 20, 2021 15:56:28 GMT -5
I own mnkd because I don't know what I'm doing just like Mike. You're not only an idiot. You're not funny either. |
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Post by mytakeonit on Apr 20, 2021 15:56:57 GMT -5
I kinda think that you forgot your account password and can't get in. Too bad ... So sad ...
But, that's mytakeonit
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Post by awesomo on Apr 20, 2021 16:19:59 GMT -5
Let's just say there's quite a few of us that hold MNKD for the product/technology, in spite of Mike. Thank god for Martine and UTHR.
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Post by cedafuntennis on Apr 20, 2021 16:48:51 GMT -5
Let's just say you are not as "awesome" as your handle wants to imply.
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Post by celo on Apr 20, 2021 17:01:23 GMT -5
I don't quite understand the idea that Mannkind will be bought out cheep. A company with so many irons in the fire doesn't just give away the store.
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Post by mymann on Apr 20, 2021 17:07:58 GMT -5
I hold because mytakeonit says $100 next year.
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Post by hellodolly on Apr 20, 2021 17:52:32 GMT -5
I did some caculations and Mannkind's revenue will increase to approx. 200 million come the end of 2023 with the inclusion of Tyvaso Dpi (60 million in 2022 and 120 million in 2023 based on United's forecast of patients moving to tyvaso DPI and then the continued expansion into other markets) and a continued gradual increase in Afrezza sales. That would put us at PSR (P/S Ratio) of 5 with our current market cap of roughly 1 billion. The typical large bio company has a PSR of between 5 and 7. Mannkind would therefore be on the low side. PSR of 7 would put us at a stock price of about 6. We need additional revenue streams for possible share price increase.For instance, United therapeutics had revenues of 1.5 billion in 2020 and has a market cap of 9 billion. Roughly a PSR of 6. They probably will increase revenues from Tyvaso DPI alone by 500 million between now and 2023, bringing their market cap up to 12 billion with all other sales remaining the same. I'm curious what a pipeline filled with proven technology, already on the market for other indications, would add to your figures? Revenue is one thing, the pipeline is yet another. |
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Post by nylefty on Apr 20, 2021 18:31:00 GMT -5
UTHR gave mnkd a lifeline to get us out of potential bankruptcy. They will probably buy mnkd for pennies to a dollar. Clown in charge will probably take the deal because he's way over his head trying to run mnkd. Pay raise for his rest and grow. WTF? MC doesn't have the power to "take the deal." The Board and we stockholders do and aren't about to take "pennies to a dollar." |
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Post by uvula on Apr 20, 2021 18:53:42 GMT -5
My guess is new investors who bought at 3 or 4 would love a buyout at 10.
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Post by mnkdfann on Apr 20, 2021 18:53:50 GMT -5
UTHR is on fire and mnkd is doing what it does best, 1 step forward and 3 steps back. Is it the leadership? It seems evident that UTHR will buy MNKD cheap. Why would they buy Mannkind? For the technology? UTHR already has access to all they need from Mannkind, doesn't it? If it needs more, I'm sure Mannkind would be happy to license whatever to UTHR. But, hey, I'm no expert on what UTHR does, so maybe a case could be made for a buyout. However, does UTHR have any interest at all in the diabetes space? If not, could a buyout spell the end of Afrezza? |
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Post by akemp3000 on Apr 21, 2021 4:48:01 GMT -5
IMO, there's nothing that even hints at a forthcoming buyout other than wild, baseless speculation. Mannkind is staying the course and the pipeline is getting better each year. There will probably be a buyout or merger someday, meaning two or three years from now, but it will not be from one player for one indication such as diabetes, pulmonary disease or migraines. It will more likely be from a BP giant wanting the entire TS pipeline. At that time, it will be much higher than some are suggesting. The wait has been long and painful to date but there are now countless hints that the near term future is very bright. GLTA
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Post by obamayoumama on Apr 21, 2021 7:37:21 GMT -5
I did some caculations and Mannkind's revenue will increase to approx. 200 million come the end of 2023 with the inclusion of Tyvaso Dpi (60 million in 2022 and 120 million in 2023 based on United's forecast of patients moving to tyvaso DPI and then the continued expansion into other markets) and a continued gradual increase in Afrezza sales. That would put us at PSR (P/S Ratio) of 5 with our current market cap of roughly 1 billion. The typical large bio company has a PSR of between 5 and 7. Mannkind would therefore be on the low side. PSR of 7 would put us at a stock price of about 6. We need additional revenue streams for possible share price increase.For instance, United therapeutics had revenues of 1.5 billion in 2020 and has a market cap of 9 billion. Roughly a PSR of 6. They probably will increase revenues from Tyvaso DPI alone by 500 million between now and 2023, bringing their market cap up to 12 billion with all other sales remaining the same. I'm curious what a pipeline filled with proven technology, already on the market for other indications, would add to your figures? Revenue is one thing, the pipeline is yet another. Big difference between Revenue and Royalties. Royalties go straight to the bottom line. |
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Post by uvula on Apr 21, 2021 8:08:19 GMT -5
Uthr will do whatever is best for uthr. If you are expecting to pay annual royalties of X to a company, and that company's market cap is 5X, you will at least think about buying the whole company. Furthermore, if you are considering buying the company in makes sense to do it before you start the royalty payments which will increase the market cap and how much you will need to pay for the company.
Not speculation. Just math.
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