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Post by akemp3000 on Feb 8, 2022 12:57:11 GMT -5
Sports - Do you happen to know if MC sold early on when Viehbacher, who loved Afrezza, was CEO of Sanofi...or after Brandicort, who hated inhaled insulin because of his history with Pfizer, took over a few months later? In any case, it was the right move. Just curious as to what might have motivated his selling.
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Post by sportsrancho on Feb 8, 2022 12:58:12 GMT -5
Peppy……Since you brought it up…
I’m way more skeptical of MNKD than I am of $TNT. Peak is profitable. We just need to get back on the NASDAQ.
I was trying to give Mike a compliment because that takes foresight.
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Post by sportsrancho on Feb 8, 2022 13:00:15 GMT -5
Sports - Do you happen to know if MC sold early on when Viehbacher, who loved Afrezza, was CEO of Sanofi...or after Brandicort, who hated inhaled insulin because of his history with Pfizer, took over a few months later? In any case, it was the right move. Just curious as to what might have motivated his selling. I’m not sure it was that, I just remember it was right after we partnered. ( He expressed it that way.) I’ve always been more impressed by that than I ever mentioned, because we’re over here pumping away ( along with certain people on Stocktwits 🤣 and Mike is selling! Smart… The ability to navigate! |
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Post by sportsrancho on Feb 8, 2022 13:19:29 GMT -5
Sorry just to clarify… I’m not skeptical Mannkind. I’m just skeptical of the stock being dead money for a while ..not of the company.
In the long run we got this, I’m just not as young as Mango:-)
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Post by peppy on Feb 8, 2022 13:23:28 GMT -5
Sorry just to clarify… I’m not skeptical Mannkind. I’m just skeptical of the stock being dead money for a while ..not of the company. In the long run we got this, I’m just not as young as Mango:-) I have learned to read what I think you are saying over the years. I think what you are saying is the number of calls you have in MNKD at this moment is low. We all decide what is correct for us. |
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Post by mytakeonit on Feb 8, 2022 13:31:56 GMT -5
castlerockchri's ... you get a "C" for effort, but an "F" in study. Your post "But that Is My Take on It, ahhh, I mean thoughts on it." If you know what I mean  But, that's mytakeonit |
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Post by phdedieu12 on Feb 8, 2022 13:53:23 GMT -5
I agree and I was not suggesting they are. I was simply pointing out how many times we have been led to believe we were on the cusp of the promised land, only to be left disappointed. I am a skeptic. My view is we were led to the promised land twice. The first time was Sanofi. It still seems like a miracle we’re still here after that disaster from Hell. The 2nd time was the PDUFA CRL last October. I don’t view the pending approval later this month as the promised land, but simply a relief (if approved). Now that’s me. I don’t know how the market will react. My vote was one up from the least improvement in PPS. But, if approved, TreT will be a vital source of revenue of material importance to Mannkind. MC has proven his ability to lead on a wing and a prayer and a shoestring budget. If approved, he will have to prove his ability to pivot and take Mannkind to the next level where we see a zero appear after the first integer in the PPS, and upward from there. For all I know, the market may think that move is all but assured if TreT is approved. I hope so, but I am a skeptic.  Could not agree with you more, MC is a turn around guy, and that he has done considering MNKD was on the brink of bankruptcy, and now actually has a future. He saw the ability to use the delivery method beyond just Affreza, and this is likely to drive the company in the near term, until he can find a way to market Affreza. |
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Post by sportsrancho on Feb 8, 2022 14:20:48 GMT -5
Sorry just to clarify… I’m not skeptical Mannkind. I’m just skeptical of the stock being dead money for a while ..not of the company. In the long run we got this, I’m just not as young as Mango:-) I have learned to read what I think you are saying over the years. I think what you are saying is the number of calls you have in MNKD at this moment is low. We all decide what is correct for us. Lol…yes. I sold them all when we did not get approved. And I’m waiting for the stock to get above five dollars and stay there for two months before I re-assess. |
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Post by olderteampt on Feb 8, 2022 16:07:27 GMT -5
I personally don't think Mike deserves the credit for seeing beyond Afrezza there were many people on this board who talked about the delivery system long before they ever hired Mike. I will however give Mike the credit for the commercial where the cheeseburger falls out of the sky and we all know how well that performed.
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Post by MnkdWASmyRtrmntPlan on Feb 8, 2022 18:03:00 GMT -5
Yeah when I first bought the stock in 07 at $19 …..I thought what happens now doesn’t matter🤣 That's exactly what I paid for my first buy in 2015. $3.80 pre-split. |
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Post by MnkdWASmyRtrmntPlan on Feb 8, 2022 19:32:02 GMT -5
I am a skeptic. My view is we were led to the promised land twice. The first time was Sanofi. It still seems like a miracle we’re still here after that disaster from Hell. The 2nd time was the PDUFA CRL last October. I don’t view the pending approval later this month as the promised land, but simply a relief (if approved). Now that’s me. I don’t know how the market will react. My vote was one up from the least improvement in PPS. But, if approved, TreT will be a vital source of revenue of material importance to Mannkind. MC has proven his ability to lead on a wing and a prayer and a shoestring budget. If approved, he will have to prove his ability to pivot and take Mannkind to the next level where we see a zero appear after the first integer in the PPS, and upward from there. For all I know, the market may think that move is all but assured if TreT is approved. I hope so, but I am a skeptic. Could not agree with you more, MC is a turn around guy, and that he has done considering MNKD was on the brink of bankruptcy, and now actually has a future. He saw the ability to use the delivery method beyond just Affreza, and this is likely to drive the company in the near term, until he can find a way to market Affreza. Mike? A turn around guy? Hahahaha. That is one thing I would have never thought to call him. Mike? A visionary? Look, Al Mann designed this company with 2 products. If Mike didn't know that before he took the job, then, well, he should have been reading MNKD Proboards then. |
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Post by prcgorman2 on Feb 8, 2022 20:14:43 GMT -5
Could not agree with you more, MC is a turn around guy, and that he has done considering MNKD was on the brink of bankruptcy, and now actually has a future. He saw the ability to use the delivery method beyond just Affreza, and this is likely to drive the company in the near term, until he can find a way to market Affreza. Mike? A turn around guy? Hahahaha. That is one thing I would have never thought to call him. Mike? A visionary? Look, Al Mann designed this company with 2 products. If Mike didn't know that before he took the job, then, well, he should have been reading MNKD Proboards then. I didn’t call Mike a visionary. That was Dr. Mann’s deal. I said I gave Mike credit for having successfully managed a company on the brink of bankruptcy with a shoestring budget. We’re a long ways from that, and he managed it. And, Mike lobbied for the CMO job because he 100% agreed with Al’s vision. He knew full well what Afrezza was and why it was special and I assume he knew it wasn’t special because of the whistle (Dreamboat) but because of the PK/PD ultra-rapid profile. And, if we ever enjoy an “embarassment of riches” (instead of an embarassment of quarterly earnings report gaffes), it will most likely be because of Afrezza being recognized for what it is; an extremely valuable tool in the toolbox of persons with diabetes. |
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Post by akemp3000 on Feb 9, 2022 10:32:05 GMT -5
Just a random thought that could affect the pop "IF" UTHR is approved this month. The date of the Q4 earnings report has not yet been announced. Currently, it should reveal revenue from UTHR for the manufacturing of samples and should be positive. If however, the Q4 report is delayed and can follow a UTHR approval, it could also reveal an additional milestone payment and possibly other news and be one of the best reports we've heard in a long time. SEC regulations won't allow a quarterly report to be excessively delayed. Just thinking the timing and sequencing of the Q4 report and approval could actually affect the street news and pps significantly.
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Post by peppy on Feb 9, 2022 10:54:03 GMT -5
I appreciate the work you all have put into this thread, earnings per share, P/E, market cap. These markets are crazy, the valuations the debt, the buy backs. When Trept is approved, and the letters signal it will, the label is known. UTHR is getting the insurance coverage lines up. The market will see approval for a lung disease using the dreamboat. My point when calculating value, consider, COPD.... is not priced in. The mother ship (UTHR) wants it all. We can help.  |
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limo
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Post by limo on Feb 9, 2022 11:01:10 GMT -5
bloomberg estimates PUDUFA on the 23rd UTHR earnings on the 24th and MNKD on the 25th...
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