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Post by mymann on Jan 5, 2024 15:25:34 GMT -5
Please Mike, don't show up at the JPM conference. You are going to kill what ever mnkd sp is currently. We're going to be in the 2's again with your clown show and your prospects years from now. "I always deliver" and "I'm thinking several years ahead ".
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Post by prcgorman2 on Jan 5, 2024 15:26:40 GMT -5
Wow, the boo birds are flocking. Must mean good things are around the corner. There is no amount of mocking sarcasm and satire that's going to make me feel bad about a dear little (undervalued) company that is now indisputably in beautiful financial shape and prepped to be much better off.
The last time I felt this certain, I added about 25% (SP around $1.50 prior to the Tyvaso DPI approval) and within a year the stock was in the $3s, right around COVID. I've got that feeling again. All the post 1:5 RS shares are green green green. Should I load up again? I'm very tempted. Is that being greedy?
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Post by peppy on Jan 5, 2024 15:27:10 GMT -5
Please Mike, don't show up at the JPM conference. You are going to kill what ever mnkd sp is currently. We're going to be in the 2's again with your clown show and your prospects years from now. "I always deliver" and "I'm thinking several years ahead ". mymann just so you know, a bit too far for my tastes. |
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Post by mymann on Jan 5, 2024 15:38:30 GMT -5
Please Mike, don't show up at the JPM conference. You are going to kill what ever mnkd sp is currently. We're going to be in the 2's again with your clown show and your prospects years from now. "I always deliver" and "I'm thinking several years ahead ". mymann just so you know, a bit too far for my tastes. I have to admit, it was too much sarcastic post. Sorry Mike and Peppy. |
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rebby
Researcher
Posts: 79
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Post by rebby on Jan 5, 2024 16:00:00 GMT -5
Please Mike, don't show up at the JPM conference. You are going to kill what ever mnkd sp is currently. We're going to be in the 2's again with your clown show and your prospects years from now. "I always deliver" and "I'm thinking several years ahead ". A broken record… |
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Post by agedhippie on Jan 5, 2024 19:49:03 GMT -5
I think it will be well received because it shows that an independent firm valued the Tyvaso DPI revenue stream as being worth $1.5 billion presently. That I think will resonate a bit in the market when you have a company that is either break even or close to break even and is only currently valued at ~$1 billion. It depends on what period Sagard expect to recover their money over. Since it's unlikely to be one year I think we can safely dispose of the idea that MNKD is holding a $1.5B annual revenue stream. |
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Post by letitride on Jan 7, 2024 4:11:00 GMT -5
What does ATTD abbreviate in the clinical trials? And at the end of the conference call on the Segard deal mike closed with a statement of ( we now have optionality on our company). I liked the way that sounds!
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Post by agedhippie on Jan 7, 2024 7:39:30 GMT -5
What does ATTD abbreviate in the clinical trials? And at the end of the conference call on the Segard deal mike closed with a statement of ( we now have optionality on our company). I liked the way that sounds! ATTD is a journal and conference on technology in diabetes isn’t it? The full quote on optionally is: We now have optionality on our company to pay down our debt and continue to grow our company for success. |
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Post by prcgorman2 on Jan 7, 2024 12:15:21 GMT -5
I assume the “optionality” refers to the excess income from interest income on the $150M above and beyond the interest expense on the $230M convertible notes, and on the reduced expense associated with the Amphastar insulin. It means, debt can be paid down faster, or be reinvested in operations, etc., or simply allowed to accumulate in the bank. Just my guess.
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Post by agedhippie on Jan 7, 2024 15:00:04 GMT -5
I assume the “optionality” refers to the excess income from interest income on the $150M above and beyond the interest expense on the $230M convertible notes, and on the reduced expense associated with the Amphastar insulin. It means, debt can be paid down faster, or be reinvested in operations, etc., or simply allowed to accumulate in the bank. Just my guess. I think it was an attempt to contain the damage from the position that this money is going on settling our debts. I am willing to bet that wasn't well received. What I feel he is saying is basically what you said, it's use isn't cast in stone. |
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Post by letitride on Jan 7, 2024 15:04:40 GMT -5
I was looking at optionality as posing an ability for Mannkind to freely negotiate from a position of strength. Just in time for JP Morgan. Lets Go!
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Post by cppoly on Jan 15, 2024 9:10:44 GMT -5
Does anyone know if the 150 million that MNKD received will it go directly to the bottom line?
How will this money affect the fourth quarter conference call and beyond?
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Post by agedhippie on Jan 15, 2024 9:54:38 GMT -5
Does anyone know if the 150 million that MNKD received will it go directly to the bottom line? How will this money affect the fourth quarter conference call and beyond? Not according to Mike under GAAP rules. I think (and I am not an accountant) that the treatment is much the same as a loan, in this case paid off at 10% of the royalties. It cannot be exactly the same since it is date rather than amount limited. |
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Post by cppoly on Jan 15, 2024 10:22:06 GMT -5
Does anyone know if the 150 million that MNKD received will it go directly to the bottom line? How will this money affect the fourth quarter conference call and beyond? Not according to Mike under GAAP rules. I think (and I am not an accountant) that the treatment is much the same as a loan, in this case paid off at 10% of the royalties. It cannot be exactly the same since it is date rather than amount limited. Thanks Aged. When you say it's treated as a loan, do you mean the 150 million income is spread out over a period of time (i.e., 10 years) and not one lump sum? As opposed to actually owing money from a loan...? |
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Post by agedhippie on Jan 15, 2024 10:53:02 GMT -5
Not according to Mike under GAAP rules. I think (and I am not an accountant) that the treatment is much the same as a loan, in this case paid off at 10% of the royalties. It cannot be exactly the same since it is date rather than amount limited. Thanks Aged. When you say it's treated as a loan, do you mean the 150 million income is spread out over a period of time (i.e., 10 years) and not one lump sum? As opposed to actually owing money from a loan...? To be clear, i am winging this! For accounting purposes I believe the $150M is recognized at the rate the money is paid to Sagard. I could very well be completely wrong about that; but it has created a liability and ignoring that will accelerate the revenue as MNKD just received the revenue for a few years royalties on product which is has not yet been realized. |
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