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Post by Clement on Feb 11, 2022 13:22:01 GMT -5
I voted $5-$6 but after what happened to SENS today with their FDA approval, I’m starting to wonder if MNKD may sell off on the FDA approval. Maybe it’s not a fair comparison since SENS also released their 2022 outlook without a big increase in expected revenue from their new product. MC said they have no plans to start to project earnings anytime soon so analysts will just have to keep guessing. We’ll need to watch UTHR’s projections closely. I voted over $8 because UTHR has the market for Tyvaso DPI in the bag with revenues (manufacturing) in near future and earnings (royalties for Mannkind) beginning in the not distant future. But ... 4th quarter earnings call could suck. BTIG analyst Hazlett has an $8 price target for MNKD yet predicts 4th quarter profit worse than the preceding quarter. In what order will Tyvaso DPI approval announcement and 4th quarter earnings call come? This is to say that share price will continue to be volatile (up and down) until we see royalties on our earnings calls. |
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Post by peppy on Feb 11, 2022 13:24:01 GMT -5
I voted $5-$6 but after what happened to SENS today with their FDA approval, I’m starting to wonder if MNKD may sell off on the FDA approval. Maybe it’s not a fair comparison since SENS also released their 2022 outlook without a big increase in expected revenue from their new product. MC said they have no plans to start to project earnings anytime soon so analysts will just have to keep guessing. We’ll need to watch UTHR’s projections closely. I voted over $8 because UTHR has the market for Tyvaso DPI in the bag with revenues (manufacturing) in near future and earnings (royalties for Mannkind) beginning in the not distant future. But ... 4th quarter earnings call could suck. BTIG analyst Hazlett has an $8 price target for MNKD yet predicts 4th quarter profit worse than the preceding quarter. In what order will Tyvaso DPI approval announcement and 4th quarter earnings call come? This is to say that share price will continue to be volatile (up and down) until we see royalties on our earnings calls. bloomberg estimates PUDUFA on the 23rd UTHR earnings on the 24th and MNKD on the 25th... |
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Post by mytakeonit on Feb 11, 2022 13:36:00 GMT -5
Does peppy mean that we should buy all the cheap shares we can ... NOW  In any case, after MNKD goes over $5 and it really starts to run ... we'll forget about all this after a month or so. NOT !!! They'll be so much crying from people who didn't listen. But, that's mytakeonit |
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Post by akemp3000 on Feb 11, 2022 13:59:43 GMT -5
This poll will be closed today. It seemed interesting that more upbeat projections came in as the week moved along. Many in this positive trend actually preceded the recent move up. It's possible as we get closer expectations will trend down for self-defense since anyone following this stock for any length of time has cautious optimism but always fears the unknown. 13.1% believe the pps peak will remain under $5 60.71% expect the peak to hit between $5 and $8 26.19% believe the peak will hit above $8. The consensus average pps of 84 votes is $6.47 (using arbitrary and inaccurate math as explained earlier) It will be interesting to soon see what happens. Everyone can then look back and evaluate their own analytics and instincts. GLTA...especially category 4  |
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Post by blaz on Feb 11, 2022 14:37:45 GMT -5
Can we Putin a disclaimer if/when Russia invades (and knowing my luck with this stock, it will be the same day as tyvaso dpi approval)
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Post by peppy on Feb 11, 2022 14:51:15 GMT -5
Can we Putin a disclaimer if/when Russia invades (and knowing my luck with this stock, it will be the same day as tyvaso dpi approval) The military needs the dreamboat. Bullish. |
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Post by cretin11 on Feb 11, 2022 15:07:23 GMT -5
Can we Putin a disclaimer if/when Russia invades (and knowing my luck with this stock, it will be the same day as tyvaso dpi approval) I see what you did there. 🤨😄 |
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Post by anderson on Feb 11, 2022 19:10:35 GMT -5
With MNKD's luck they will get FDA approval and the FED's will increase interest rates causing a market crash that leaves MNKD flat or down.
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Post by cjm18 on Feb 11, 2022 19:30:08 GMT -5
With MNKD's luck they will get FDA approval and the FED's will increase interest rates causing a market crash that leaves MNKD flat or down. Interest rates will go up in mid March. Citi economists expect 50-basis-point hike in the fed funds target rate in March. Still time to take out a 401(k) loan at this low interest rate to buy Mnkd. Lol. |
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Post by sportsrancho on Feb 12, 2022 20:55:22 GMT -5
Smart😎
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Post by jkendra on Feb 18, 2022 18:40:18 GMT -5
I voted $5-$6 but after what happened to SENS today with their FDA approval, I’m starting to wonder if MNKD may sell off on the FDA approval. Maybe it’s not a fair comparison since SENS also released their 2022 outlook without a big increase in expected revenue from their new product. MC said they have no plans to start to project earnings anytime soon so analysts will just have to keep guessing. We’ll need to watch UTHR’s projections closely. I voted over $8 because UTHR has the market for Tyvaso DPI in the bag with revenues (manufacturing) in near future and earnings (royalties for Mannkind) beginning in the not distant future. But ... 4th quarter earnings call could suck. BTIG analyst Hazlett has an $8 price target for MNKD yet predicts 4th quarter profit worse than the preceding quarter. In what order will Tyvaso DPI approval announcement and 4th quarter earnings call come? This is to say that share price will continue to be volatile (up and down) until we see royalties on our earnings calls. What about the sale/lease back. How can it be 'worse' ? |
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Post by letitride on Feb 19, 2022 8:15:12 GMT -5
Given all the negative things that could occur in conjunction with DPI approval I will conclude I may still be accumulating post approval. The other thing I conclude is that the PPS will end my accumulation in the subsequent quarters as the parenthesis could be removed from the EPS. To be or not to be at this point I am just along for the ride.
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Post by prcgorman2 on Feb 19, 2022 11:40:54 GMT -5
I voted over $8 because UTHR has the market for Tyvaso DPI in the bag with revenues (manufacturing) in near future and earnings (royalties for Mannkind) beginning in the not distant future. But ... 4th quarter earnings call could suck. BTIG analyst Hazlett has an $8 price target for MNKD yet predicts 4th quarter profit worse than the preceding quarter. In what order will Tyvaso DPI approval announcement and 4th quarter earnings call come? This is to say that share price will continue to be volatile (up and down) until we see royalties on our earnings calls. What about the sale/lease back. How can it be 'worse' ? What about the sale/lease back? If the 4th quarter results aren’t as good as 3rd quarter, than it would by definition be worse.  |
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Post by jkendra on Feb 19, 2022 12:14:02 GMT -5
What about the sale/lease back. How can it be 'worse' ? What about the sale/lease back? If the 4th quarter results aren’t as good as 3rd quarter, than it would by definition be worse.  So the millions derived from the sales lease back will not officially show in the 4th Quarter results? |
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Post by olebob1 on Feb 19, 2022 19:43:36 GMT -5
What about the sale/lease back? If the 4th quarter results aren’t as good as 3rd quarter, than it would by definition be worse. So the millions derived from the sales lease back will not officially show in the 4th Quarter results? does anyone know if the sale was at a profit over cost minus depreciation? |
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