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Post by markado on Jun 22, 2022 18:32:56 GMT -5
What a bunch of cowards out there, cowering out of fear of being wrong, or holding out intentionally to cater to the short community.
The "Eagle Eyes Award" goes to the first proboard member that sees and shares a published analyst upgrade!
I hope MC is calling or has called upon those analysts that have had 1:1's before, to discuss the improved state and business case for the stock. It's about time the birds came out of the bushes.
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Post by Deleted on Jun 23, 2022 0:17:06 GMT -5
What a bunch of cowards out there, cowering out of fear of being wrong, or holding out intentionally to cater to the short community. The "Eagle Eyes Award" goes to the first proboard member that sees and shares a published analyst upgrade! I hope MC is calling or has called upon those analysts that have had 1:1's before, to discuss the improved state and business case for the stock. It's about time the birds came out of the bushes. Most of the analysts will not upgrade if their price targets have not been met and the stock will not start rising until they get reassurance that revenues (ie DPI Sales have started and are strong). That will not happen until Mike sends a little BIRDIE or a "Horseshoe" to them..... IMO that will happen 2 weeks before the next earnings call in early August. The stock will run heading into August and Mike will FOR THE FIRST TIME EVER give GUIDANCE which Wall Street wants. Mike will give it along with the manufacturing margin and royalty percentage so they can model for growth. Good times are coming. |
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Post by sportsrancho on Jun 23, 2022 7:30:36 GMT -5
Great post… I will re-post it.
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Post by cretin11 on Jun 23, 2022 7:58:39 GMT -5
Agree Casper on the guidance. It should happen this time (better late than never), looking forward to that.
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Post by cjc04 on Jun 23, 2022 10:05:56 GMT -5
What a bunch of cowards out there, cowering out of fear of being wrong, or holding out intentionally to cater to the short community. The "Eagle Eyes Award" goes to the first proboard member that sees and shares a published analyst upgrade! I hope MC is calling or has called upon those analysts that have had 1:1's before, to discuss the improved state and business case for the stock. It's about time the birds came out of the bushes. Most of the analysts will not upgrade if their price targets have not been met and the stock will not start rising until they get reassurance that revenues (ie DPI Sales have started and are strong). That will not happen until Mike sends a little BIRDIE or a "Horseshoe" to them..... IMO that will happen 2 weeks before the next earnings call in early August. The stock will run heading into August and Mike will FOR THE FIRST TIME EVER give GUIDANCE which Wall Street wants. Mike will give it along with the manufacturing margin and royalty percentage so they can model for growth. Good times are coming. I am very interested in this conversation, and I am surprised it is not discussed more, as I completely agree with you both. Why have we not been given details like “manufacturing margin & royalty percentage” yet??? What’s the big secret?? What exactly will those numbers look like? I’m not sure they’re very flattering for full year 2023. I think I read an estimate of $400m in 2023 converted sales for UTHR. How much info should we really expect in the August calls. We will only hear sales numbers ending June 30th and we don’t even know if it’s officially for sale yet. I can’t wait for some clarity with this company. I’ve hung on for a long time and am in the hole a lot of $$$. I believe now more than ever that they’ll make it, but I don’t believe Wall Street will be kind until they prove it, which could still be a long way out. |
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Post by uvula on Jun 23, 2022 10:16:38 GMT -5
Guidance from MC would be good if it helps share price. Guidance is bad if it hurts share price. MC knows this. The lack of guidance should tell us something.
MC can't provide guidance on Trep without also providing the same for afrezza. We will make money on Trep but are probably still losing money on Afrezza.
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Post by cjm18 on Jun 23, 2022 10:30:08 GMT -5
Why would there be any upgrades before United gives guidance.
The current price targets are based on tyvaso dpi approval.
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Post by prcgorman2 on Jun 23, 2022 11:33:31 GMT -5
Guidance from MC would be good if it helps share price. Guidance is bad if it hurts share price. MC knows this. The lack of guidance should tell us something. MC can't provide guidance on Trep without also providing the same for afrezza. We will make money on Trep but are probably still losing money on Afrezza. I agree about "guidance" potentially cutting both ways but I've always thought the definition of "guidance" was estimated performance of a company, and necessarily includes warnings about forward-looking statements, but would not necessarily have to be product specific. Regardless, I don't suppose there are going to be any surprises one way or the other with Afrezza so how much "guidance" would Mike need to give?
We talk about estimates being "baked in". Assumptions for predicting performance of a product with a 7 year sales history, an established resistance to global pandemics, while also still growing slowly just has to be "baked in". |
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Post by Deleted on Jun 29, 2022 0:02:06 GMT -5
Has anyone tried to figure out why MNKD who has 2 FDA approved drugs and growing Revenues at 40% annually and LQDA who has almost ZERO Revenues and a NOT FULLY APPROVED DRUG with no salesforce or internal manufacturing program gets a HUGE Analyst UPGRADE to $15 Bucks a share and MNKDs range is $4 - $8  |
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Post by sweedee79 on Jun 29, 2022 0:15:53 GMT -5
Has anyone tried to figure out why MNKD who has 2 FDA approved drugs and growing Revenues at 40% annually and LQDA who has almost ZERO Revenues and a NOT FULLY APPROVED DRUG with no salesforce or internal manufacturing program gets a HUGE Analyst UPGRADE to $15 Bucks a share and MNKDs range is $4 - $8  Great question!!! Would love to know the answer to that one. |
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Post by buyitonsale on Jun 29, 2022 0:28:12 GMT -5
MNKD current market cap is around $1 billion. At $8 per share, it will be valued around $2 billion.
LQDA current market cap is around $300 million. At $15 per share, it will be valued around $900 million.
Comparing share prices is not a way to establish valuation.
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Post by agedhippie on Jun 29, 2022 8:08:14 GMT -5
Has anyone tried to figure out why MNKD who has 2 FDA approved drugs and growing Revenues at 40% annually and LQDA who has almost ZERO Revenues and a NOT FULLY APPROVED DRUG with no salesforce or internal manufacturing program gets a HUGE Analyst UPGRADE to $15 Bucks a share and MNKDs range is $4 - $8 Because MNKD sales can be quantified to an extent and the price currently reflects the quantifiable part, Afrezza, and the unquantifiable part, TRet. Unquantifiable numbers are basically a guess and usually an overoptimistic one - hence the buy on rumor sell on news saying. Right now LQDA is all speculation and I would expect the targets to drop considerably once they launch and there are hard sales numbers. |
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Post by cretin11 on Jun 29, 2022 8:26:45 GMT -5
Yes, what aged said. Some of us remember MNKD valuations when Afrezza revenues were speculative. LQDA is getting that benefit of the unknown right now.
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Post by Deleted on Jun 29, 2022 9:05:08 GMT -5
Has anyone tried to figure out why MNKD who has 2 FDA approved drugs and growing Revenues at 40% annually and LQDA who has almost ZERO Revenues and a NOT FULLY APPROVED DRUG with no salesforce or internal manufacturing program gets a HUGE Analyst UPGRADE to $15 Bucks a share and MNKDs range is $4 - $8 Because MNKD sales can be quantified to an extent and the price currently reflects the quantifiable part, Afrezza, and the unquantifiable part, TRet. Unquantifiable numbers are basically a guess and usually an overoptimistic one - hence the buy on rumor sell on news saying. Right now LQDA is all speculation and I would expect the targets to drop considerably once they launch and there are hard sales numbers. Yeah but I didn't see the BOA Analyst say LQDA is a SPECULATIVE PLAY. My point was LQDA is a much weaker company with a $15 P/T that's a 400% gain yet MNKD which is a much stronger company gets a 100% P/T. Just sayin' |
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Post by prcgorman2 on Jun 29, 2022 12:23:08 GMT -5
Yes, what aged said. Some of us remember MNKD valuations when Afrezza revenues were speculative. LQDA is getting that benefit of the unknown right now. Way to work that dig in. I bow to your skills. |
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