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Post by sportsrancho on Jun 29, 2022 12:31:33 GMT -5
But it’s the truth. Which will benefit us later.
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Post by cjc04 on Jun 29, 2022 14:07:22 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. I remember the ability to scale up production and out growing Danbury being serious concerns. A big reason I’m $150k in the hole. |
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Post by cretin11 on Jun 29, 2022 14:31:12 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. Somehow you perceived a "dig" in that post. Interesting, but perhaps explains your earlier post about droids. Good luck finding them BTW. |
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Post by cedafuntennis on Jun 29, 2022 15:45:23 GMT -5
Anyone see the Seeking Alpha article out this morning? Liquidia vs. Mannkind. I know it’s Seeking Alpha, and I know the author is biased, but it’s still a scary read. It is throwing out totally erroneous estimates for MNKD. For one, no manufacturing revenue is included, no COGS benefit from increased use of equipment which drastically lowers cost for Afrezza and will go to the bottom line, then I'll use UTHRs estimates for DPI, not this Moron's made up numbers showing LQDA cannibalizing the market. Garbage article like everything else coming out of this sewer. |
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Post by cjc04 on Jun 29, 2022 17:29:50 GMT -5
Oh wow!
So posts that legitimately question the past & future of Mannkind can just disappear?
At whose discretion?
A private message telling me why, would’ve been professional and appreciated.
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Post by liane on Jun 29, 2022 17:33:18 GMT -5
Any posts related to the LFD article were moved to "Articles"
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Post by cjc04 on Jun 29, 2022 17:37:43 GMT -5
Any posts related to the LFD article were moved to "Articles" ok, thank you for the explanation. It does feel like the topic is being buried there though. I was frustrated in my post (it’s been a long 9 years) but I feel like some of those points deserve a conversation. |
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Post by liane on Jun 29, 2022 19:13:46 GMT -5
Any posts related to the LFD article were moved to "Articles" ok, thank you for the explanation. It does feel like the topic is being buried there though. I was frustrated in my post (it’s been a long 9 years) but I feel like some of those points deserve a conversation. It's all about keeping the board somewhat organized. |
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Post by Thundersnow on Jul 1, 2022 22:01:23 GMT -5
I’m expecting a BEAR RAID on MNKD sometime this month. Their upcoming earnings call (early Aug) should be good so Wall Street will try and scare retail investors into selling their shares.
Have some powder dry.
This could be the last time to get in at these levels.
Wall Street wants guidance and now they are in a position to give it. CEO said they will start.
They will be getting a steady revenue stream from:
1. DPI Royalties
2. Manufacturing Revenue
3. V-GO Sales
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Post by agedhippie on Jul 2, 2022 10:04:26 GMT -5
I’m expecting a BEAR RAID on MNKD sometime this month. Their upcoming earnings call (early Aug) should be good so Wall Street will try and scare retail investors into selling their shares. Have some powder dry. This could be the last time to get in at these levels. Wall Street wants guidance and now they are in a position to give it. CEO said they will start. They will be getting a steady revenue stream from: 1. DPI Royalties 2. Manufacturing Revenue 3. V-GO Sales Just to be clear on this; Mike was always in a position to give guidance but they chose not to since the last time they tried that it ended badly (back in 2017/2018). There has been a steady revenue stream from Afrezza for years so guidance is absolutely possible. |
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Post by peppy on Jul 2, 2022 11:20:34 GMT -5
I’m expecting a BEAR RAID on MNKD sometime this month. Their upcoming earnings call (early Aug) should be good so Wall Street will try and scare retail investors into selling their shares. Have some powder dry. This could be the last time to get in at these levels. Wall Street wants guidance and now they are in a position to give it. CEO said they will start. They will be getting a steady revenue stream from: 1. DPI Royalties 2. Manufacturing Revenue 3. V-GO Sales Just to be clear on this; Mike was always in a position to give guidance but they chose not to since the last time they tried that it ended badly (back in 2017/2018). There has been a steady revenue stream from Afrezza for years so guidance is absolutely possible. Agreed. In the future, increased revenues, EPS to go positive, MNKD financing has been done for the next few years. Thundersnow, while what you are saying may be the case, Looking at the MNKD chart, money and volume has been coming into MNKD. It looks like the ship has been righted. While it will be difficult to accomplish, any chance MNKD can go up while the overall market goes down? I would think no. However the irony of MNKD going down, to almost bankruptcy during a stock market upside of a lifetime, More ironic would be MNKD going up during a market downtrend.... because technosphere and the dreamboat allow for direct delivery to the alveoli and the systemic circulation. Also thunder snow, very impressive using words like bear raid.  |
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Post by prcgorman2 on Jul 2, 2022 12:46:39 GMT -5
Guidance for Afrezza isn't needed as it has a 7 year trend and the guidance for DPI will be from UTHR (since analysts already know royalties are "low double digits", but it would be good if they actually shared it was 10, 11, whatever). That leaves guidance for V-GO and is there anybody who expects much from V-GO? Weekly retail sales data is already available through Symphony and looking at the great and kind kippyt posts, the values are OK but as awesomo has pointed out more than once, there needs to be clarity around V-GO COGS, et cetera. And what respected analyst would provide a serious upgrade in a down market based on those three items? And if MNKD doesn't get a significant upgrade, would it matter?
Personally, I think what would be important is if more analysts initiate coverage with modest (relatively) targets. e.g., $8 by EOY in 2023. $12 in 2024.
The next two years are extremely important for MC and team to show they can pivot from disaster recovery to active successful pipeline house with likely additional FDA (and international) approvals of candidates. Even small low-hanging fruit (if there is such a thing in the pharma world) would help with the transition. And, I desperately want MNKD to take on Afrezza superiority (to GLP?) studies and develop a roadmap for tackling PBM bribe, er, discounts for Afrezza. And last but not least, re-launch with a sustained (and potentially partnered with a CGM maker) multi-channel DTC campaign. I'm guessing 3 to 4 years out, but if that can be accomplished, maybe we can finally see the fuse lit on the Afrezza rocketship.
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Post by dh4mizzou on Jul 2, 2022 14:25:29 GMT -5
Why does everyone use a low double-digit number of 10% or 11%?
Is that the "safe" presumption?
In my opinion the number could be as high as 20-25%.
I'd like to think we could be looking at 15-20%.
Maybe I'm a dreamer.
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Post by mymann on Jul 2, 2022 14:55:53 GMT -5
Does anyone know the actual % ? Why keep the actual % from share holders?
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Post by letitride on Jul 2, 2022 20:15:35 GMT -5
Does anyone know the actual % ? Why keep the actual % from share holders? Im speculating the deal is still open ended and the % is still negotiable above 10 % pending other negotiations or collaborations. Could get real interesting between now and our next CC. |
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