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Post by falconquest on Feb 26, 2022 22:07:10 GMT -5
The share price is right where it should be. The market is a great equalizer. Consistently this company has hung its hat on singular events and each time the rug has been yanked out from under them. Here is my bigger concern; Technosphere now has two delayed FDA approvals (for whatever reason) so going forward it will be more difficult to promote the delivery system to other potential candidates. In other words, the track record sucks and selling that going forward will be damned tough. Does anyone doubt there will be more shenanigans in May? For those looking to lower their average cost, this will be yet another golden opportunity.
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Post by sportsrancho on Feb 26, 2022 22:17:24 GMT -5
The stock wasn’t acting right this time just like it wasn’t acting right the first time..there was no run up, but then people start telling themselves well maybe it’s all baked in.
I have no intention of getting back in here.
I have a few shares left in my Roth and that’s it. I feel a whole lot better because I cannot take the pain of seeing my calls lose value. I treated them just like any other calls, they start to lose money I dump them. And that was right after we got denied the first time. You can still be in an Afrezza advocate and not have a bunch of money tied up in a stock that sucks. If I get back in it’ll because I know things are turning around. In the meantime I plan on making a lot of money elsewhere. And spending most of my time helping Afrezza be a success❣️ If you sold some don’t feel bad… you just got out of a dead money jail, we are all still here together wanting the same thing.
Some people trade around their core and that works for them. I think we go lower but at that point it might be a good trade to buy and hope the stock runs up I’m just not gonna do it. Although I have been known to change my mind at the last minute, if I do buy some for the run up to May I’m not going to hold, it’s like Russian roulette.🤣
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Post by sportsrancho on Feb 26, 2022 22:23:15 GMT -5
The share price is right where it should be. The market is a great equalizer. Consistently this company has hung its hat on singular events and each time the rug has been yanked out from under them. Here is my bigger concern; Technosphere now has two delayed FDA approvals (for whatever reason) so going forward it will be more difficult to promote the delivery system to other potential candidates. In other words, the track record sucks and selling that going forward will be damned tough. Does anyone doubt there will be more shenanigans in May? For those looking to lower their average cost, this will be yet another golden opportunity. I agree with all of that except the part where it would be harder to promote it. I think an approval is a approval, it’s like black and white. But all the other stuff with LQDA…is Martine going to buy that company… who knows. I just can’t get my head around it all. We won’t be first to market. Or so it seems. And something else that’s black and white …if this doesn’t get approved it’s a free fall. |
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Post by cjm18 on Feb 26, 2022 22:32:23 GMT -5
As a result of United Therapeutics' lawsuit, FDA is precluded from approving LIQ861 until the expiration of a 30-month stay in October 2022, or the entry of final judgment in the litigation, whichever comes first.
The trial is late March.
Mnkd stock tanked upon both delays.
Emotion is driving lots of fear that fda won’t approve tyvaso dpi s
in may. This is a golden buying opportunity. Nothing has changed other than a 3 month lag in approval.
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Post by mymann on Feb 26, 2022 23:20:52 GMT -5
The share price is right where it should be. The market is a great equalizer. Consistently this company has hung its hat on singular events and each time the rug has been yanked out from under them. Here is my bigger concern; Technosphere now has two delayed FDA approvals (for whatever reason) so going forward it will be more difficult to promote the delivery system to other potential candidates. In other words, the track record sucks and selling that going forward will be damned tough. Does anyone doubt there will be more shenanigans in May? For those looking to lower their average cost, this will be yet another golden opportunity. I agree with all of that except the part where it would be harder to promote it. I think an approval is a approval, it’s like black and white. But all the other stuff with LQDA…is Martine going to buy that company… who knows. I just can’t get my head around it all. We won’t be first to market. Or so it seems. And something else that’s black and white …if this doesn’t get approved it’s a free fall. If mnkd goes BK, what will happen to vdex? |
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Post by babaoriley on Feb 26, 2022 23:28:40 GMT -5
And that’s a big part of the problem, nothing has changed. As a result of United Therapeutics' lawsuit, FDA is precluded from approving LIQ861 until the expiration of a 30-month stay in October 2022, or the entry of final judgment in the litigation, whichever comes first. The trial is late March. Mnkd stock tanked upon both delays. Emotion is driving lots of fear that fda won’t approve tyvaso dpi s in may. This is a golden buying opportunity. Nothing has changed other than a 3 month lag in approval. |
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Post by cjm18 on Feb 27, 2022 0:24:24 GMT -5
And that’s a big part of the problem, nothing has changed. As a result of United Therapeutics' lawsuit, FDA is precluded from approving LIQ861 until the expiration of a 30-month stay in October 2022, or the entry of final judgment in the litigation, whichever comes first. The trial is late March. Mnkd stock tanked upon both delays. Emotion is driving lots of fear that fda won’t approve tyvaso dpi s in may. This is a golden buying opportunity. Nothing has changed other than a 3 month lag in approval. So the stock was a sell before approval but will suddenly be a buy after approval? Okay. From United’s call… “ We anticipate 3 core drivers for continued Tyvaso work over the next several quarters. I think I mentioned these on the last call. First, we think the CMS coverage decision in PH-ILD will be a driver for Tyvaso growth through the middle of this year. Even though federal health care patients may apply for our patient assistance program, we are hearing through the channel that many physicians are simply waiting for CMS coverage before prescribing Tyvaso in their PH-ILD patients. Second, we continue to grow the Tyvaso prescriber base, particularly among ILD treaters, and expect to see continued growth in prescriptions from these physicians over the next 2 quarters and beyond as we continue our outreach and educational efforts in this space. Up until now, the vast majority of Tyvaso prescribing has come from historical PAH trial. So there is a lot of as yet untapped potential in this area. And finally, we view the upcoming Tyvaso DPI approval as an additional catalyst to Tyvaso growth. While we would have been thrilled with an FDA approval for Tyvaso DPI this week, as we said on our Q3 call, we've been assuming a launch by summer of this year. So nothing's really changed in that regard. In the meantime, we are completing our launch preparations, and we will be ready to launch immediately upon approval.” “ Michael Benkowitz (Executives) Sure. On the DPI launch, as I said in my opening remarks, we'll hear back from the FDA in May, assuming that's an approval and we're ready to go, ready to launch. We have everything in place and ready to go. We'll have inventory, plenty of inventory. We actually had our launch meeting with our sales team this week. So they're prepped and ready to go, and so we'll be able to really press play on our launch once we hear back from the FDA. And we do think that there's opportunities in both PH-ILD, as I mentioned, to accelerate growth there as well as PAH. So there's really, I think, a lot of excitement and enthusiasm around the Tyvaso DPI. And I think it really is going to create an opportunity for us to expand the number of patients that we're able to help with prostacyclin therapy and PAH as well as PH-ILD, as I said. So we look at that as being a significant contributor to our march to 25,000 patients by the end of 2025. As Martine said, it should be a blockbuster drug, that's certainly how we view it, and how we're planning to approach it from a launch perspective” United’s pr… “ In October 2021 we received a complete response letter (CRL) from the FDA noting a single deficiency preventing approval of Tyvaso DPI, related to an open inspection issue at a third-party facility that performs analytical testing of treprostinil drug substance. The CRL noted, but did not cite as a deficiency, that the FDA had not yet completed its review of a Citizen Petition submitted to the FDA in July 2021 concerning the safety of an excipient in Tyvaso DPI. We resubmitted our NDA in December 2021 and the FDA issued an action date for February 2022. In February 2022, the FDA requested additional information concerning the pulmonary safety of Tyvaso DPI related to a pending Citizen's Petition. We responded to the FDA’s request, and the FDA indicated that our response constitutes a major amendment to the Tyvaso DPI NDA, which extends the FDA’s anticipated deadline to review the pending NDA to May 2022.” |
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Post by sportsrancho on Feb 27, 2022 8:20:47 GMT -5
I agree with all of that except the part where it would be harder to promote it. I think an approval is a approval, it’s like black and white. But all the other stuff with LQDA…is Martine going to buy that company… who knows. I just can’t get my head around it all. We won’t be first to market. Or so it seems. And something else that’s black and white …if this doesn’t get approved it’s a free fall. If mnkd goes BK, what will happen to vdex? They won’t go bankrupt.( I went to Caffè Pharma a couple days ago and there was a post from 2016 predictive that Mannkind would be bankrupt in three months.) They keep trucking. That’s what they do. And what we do. Not giving up is the key. Vdex has many patients on other drugs. Afrezza is our flagship product but what we do is monitor patient’s blood sugar control no matter what product they’re on. There’s a lot of type two diabetics out there that are just lost, they need guidance on diet, they need to be taught how to use a CGM and most of all they need to feel like someone cares. Insurance covers their appointments with us. If they get on Afrezza so much the better, but if we have to put them on another fast acting insulin we will. And do if their insurance doesn’t cover Afrezza. From Bill…”It appears the company is acknowledging reality and conserving capital.” “There’s so much misinformation surrounding Afrezza and that, coupled with the reluctance of doctors to use and the nuance to using correctly just causes people to give up and move. They never learn that the product can literally extend their life. Crazy sad… this is our calling. We must do this bc we’re in the best position to.” |
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Post by radgray68 on Feb 27, 2022 12:12:19 GMT -5
On the topic of price, here’s a little irony for ya. After the better part of a decade of accumulation, we closed at my average cost yesterday.
I’m starting from scratch. Over a year’s hard earned gross salary on the line, accumulated through endless strategizing and study……and I’m starting from scratch.
Thanks FDA
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Post by caesar on Feb 27, 2022 13:17:16 GMT -5
Posted this on Stocktwits:
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Post by liane on Feb 27, 2022 13:28:32 GMT -5
I don't think we need to be posting opinions from Stocktwits. If people are interested, they can go to the ST site.
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Post by caesar on Feb 27, 2022 14:03:56 GMT -5
Liane,
The best I can tell, this message board is filled with opinions, most not very flattering, and more importantly not factual and not very helpful understanding what is going on with Mannkind.
Quite a few of your favorites bounce back and for between Stocktwits and post on both.
Very disappointed!!!!
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Post by sayhey24 on Feb 27, 2022 15:29:05 GMT -5
Liane, The best I can tell, this message board is filled with opinions, most not very flattering, and more importantly not factual and not very helpful understanding what is going on with Mannkind. Quite a few of your favorites bounce back and for between Stocktwits and post on both. Very disappointed!!!! Hey Caesar - whats your issue? The point of a message board is to get opinions. What is it you want to know about MNKD? Its sitting on the greatest advance in diabetes care in 100 years. The diabetes industry has been doing everything it can for the last 10 years to bury MNKD and bury afrezza. A couple years back on the verge of bankruptcy UTHR threw MNKD a life line with Tyvaso DPI. Now UTHR is feeling some of the same FDA pushback on approval with multiple CRLs. If approved MNKD could realize $100M annually in revenue. If approved the label contains no black box which would have HUGE ramifications for the afrezza label. The diabetes industry wants no changes to the afrezza label and they just want MNKD and afrezza to go away sooner than later. At the same time MNKD is sitting on a pile of cash and is looking at 2023 to be the breakeven year on afrezza. MNKD also has a number of other serious products in their pipeline. They are also expanding a campaign called "Seeing is Believing" to by-pass the ADA Standard of Care and take afrezza directly to the large GPs with a CGM vendor and are supplying free CGMs as needed. MNKD is sitting at 2.72 pps with a market cap of $685M. If Tyvaso DPI is approved and MNKD starts realizing that revenue stream, do you think MNKD's current pps is being properly valued. That discussion is what this message board is about. Any questions? |
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Post by biotec on Feb 27, 2022 17:52:36 GMT -5
Liane, The best I can tell, this message board is filled with opinions, most not very flattering, and more importantly not factual and not very helpful understanding what is going on with Mannkind. Quite a few of your favorites bounce back and for between Stocktwits and post on both. Very disappointed!!!! Hey Caesar - whats your issue? The point of a message board is to get opinions. What is it you want to know about MNKD? Its sitting on the greatest advance in diabetes care in 100 years. The diabetes industry has been doing everything it can for the last 10 years to bury MNKD and bury afrezza. A couple years back on the verge of bankruptcy UTHR threw MNKD a life line with Tyvaso DPI. Now UTHR is feeling some of the same FDA pushback on approval with multiple CRLs. If approved MNKD could realize $100M annually in revenue. If approved the label contains no black box which would have HUGE ramifications for the afrezza label. The diabetes industry wants no changes to the afrezza label and they just want MNKD and afrezza to go away sooner than later. At the same time MNKD is sitting on a pile of cash and is looking at 2023 to be the breakeven year on afrezza. MNKD also has a number of other serious products in their pipeline. They are also expanding a campaign called "Seeing is Believing" to by-pass the ADA Standard of Care and take afrezza directly to the large GPs with a CGM vendor and are supplying free CGMs as needed. MNKD is sitting at 2.72 pps with a market cap of $685M. If Tyvaso DPI is approved and MNKD starts realizing that revenue stream, do you think MNKD's current pps is being properly valued. That discussion is what this message board is about. Any questions? Really you think the the big Pharma has been trying to bury Afrezza? You don't think they have anything better to do?Merck ceo said it was just a niche product years ago.BF could give a shit about afrezza! Also free What pipe line you talking about? The one that cost more money then anything!also free CGM it's not going to be free, who do you think is going to pay for this? More Dulution? We all should of just invested in the good s@p 500 the last 12 years! Your bank account would of appreciated it. |
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Post by sportsrancho on Feb 27, 2022 18:00:49 GMT -5
I must’ve missed something because I’m confused what this has to do with StockTwits?
There’s good long time investors over there like there is here but many have come from StockTwits over here lately, at least as guests to read normal conversations because over there it’s almost impossible. It’s fast talking and fast money that’s what it’s meant for, over here we get an understanding of how people feel and where they’re coming from and we learn from each other.
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