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Post by mango on Feb 22, 2024 13:34:56 GMT -5
Well our share price is SSDD. The only reason that adage resonates so strongly for MNKD is that we have been “cheap” and “undervalued” for seven years or more, according to this board’s sentiment. So eventually it’s reasonable to conclude: perhaps the market has gotten it right, rather than all of us in our echo chamber here. If we had been right and the market wrong, we’d have seen the share price way way higher, several years ago. So while the adage may be “banal” in your view, it doesn’t make it wrong. Thanks for your perspective dolly. I agree we can respect other poster’s positions even when they differ from our own. You truly think our ceo has done a good job, and while that view perplexes me and many others, you have explained why you believe it. I don’t feel the need to keep posting the other side, as the dead horse has been beaten to death and I’m resigned to waiting out that situation (with greatly reduced expectations). Paranoia was perhaps a strong word, but after reading posts here for a decade, it’s a recurring theme of posters making speculation along the lines of “they’re out to get us.” I used to buy into some of it so I have compassion for the line of thinking. But objectivity is important to me, so I’ll always challenge myself to maintain that standard. Objectively, I still believe “if we perform the share price will follow.” That gets me back to my opinions on our leadership, will leave it at that. And yes I directly asked hopingandwilling if LFD is the same person, I think that’s a fair question and relevant for context. Come on man, you know we are terribly undervalued. Just look at the Sagard deal-$150 million plus additional milestones for 1% royalty interest. Our share price does not reflect current real intrinsic value. Not even close. UT showed the implied revenue valuation of Tyvaso DPI is $15+ Billion dollars. Then we have Afrezza, Vgo, our one of a kind inhaler and FDKP technology, manufacturing technology, IP portfolio, pipeline assets, etc… |
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Post by awesomo on Feb 22, 2024 13:58:17 GMT -5
Well our share price is SSDD. The only reason that adage resonates so strongly for MNKD is that we have been “cheap” and “undervalued” for seven years or more, according to this board’s sentiment. So eventually it’s reasonable to conclude: perhaps the market has gotten it right, rather than all of us in our echo chamber here. If we had been right and the market wrong, we’d have seen the share price way way higher, several years ago. So while the adage may be “banal” in your view, it doesn’t make it wrong. Thanks for your perspective dolly. I agree we can respect other poster’s positions even when they differ from our own. You truly think our ceo has done a good job, and while that view perplexes me and many others, you have explained why you believe it. I don’t feel the need to keep posting the other side, as the dead horse has been beaten to death and I’m resigned to waiting out that situation (with greatly reduced expectations). Paranoia was perhaps a strong word, but after reading posts here for a decade, it’s a recurring theme of posters making speculation along the lines of “they’re out to get us.” I used to buy into some of it so I have compassion for the line of thinking. But objectivity is important to me, so I’ll always challenge myself to maintain that standard. Objectively, I still believe “if we perform the share price will follow.” That gets me back to my opinions on our leadership, will leave it at that. And yes I directly asked hopingandwilling if LFD is the same person, I think that’s a fair question and relevant for context. Come on man, you know we are terribly undervalued. Just look at the Sagard deal-$150 million plus additional milestones for 1% royalty interest. Our share price does not reflect current real intrinsic value. Not even close. UT showed the implied revenue valuation of Tyvaso DPI is $15+ Billion dollars. Then we have Afrezza, Vgo, our one of a kind inhaler and FDKP technology, manufacturing technology, IP portfolio, pipeline assets, etc… It's 10% of MNKD's royalty, using 1% is misleading. Afrezza has been hemorrhaging money for years since approval and is showing little sign of growth. V-Go is an afterthought. Everything else in the pipeline has yet to show anything of concrete value and there's been plenty of things/partners over the years that have never materialized. MNKD is being kept afloat by the UTHR deal, but this Tyvaso isn't our product and our upside is capped by the royalty structure. Our own CFO stated the next few quarters will trend sideways. |
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Post by radgray68 on Feb 22, 2024 14:15:57 GMT -5
If only that IDIOT Mike would start loading AI onto FDKP!!! Ya hear that Mike??? Ohhh MIKE?
Lol couldn’t help myself. Sometimes I crack myself up.
I’ve got to have more patience and recognize that not everyone is blessed with a 5-10 year time horizon in mind for this turnaround stock. We will find out the latest next week. I don’t expect too many surprises up or down but try to game it at your own peril. The options action isn’t telling me much. Still no LEAPS available for 2026. Still seems odd to me.
Awe crap, here I go again. The reason for no leaps is because we’re getting bought out. BAM!
Again, I crack myself up.
BTW, when management posted their plans for one new product or indication every year from 2025-2030 a while back I dug in for 2031-32 when all our current potential is realized. No more Q to Q nail biting for me. Good luck all longs.
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Post by stella on Feb 22, 2024 14:22:30 GMT -5
How is 1% misleading? Sagard now owns a 1% royalty on UTHR's Tyvaso DPI net sales. It was worth $150 mm to Sagard plus $50 mm if milestones are met. What MNKD did in the past has no bearing on the current stock price which is a reflection of expectations for the future. The UTHR partnership IS keeping MNKD afloat. What's your point? If you believe the pipeline will bear fruit and grow revenues and earnings in the future, then buy the stock. If you don't share that view, then don't invest in MKND. The CFO did say earnings would trend sideways for the next few quarters due to higher R&D spend on trials and the pipeline.....in order to drive growth Again, the past is the past. The future is the only thing that matters.
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Post by prcgorman2 on Feb 22, 2024 14:35:20 GMT -5
How is 1% misleading? Sagard now owns a 1% royalty on UTHR's Tyvaso DPI net sales. It was worth $150 mm to Sagard plus $50 mm if milestones are met. What MNKD did in the past has no bearing on the current stock price which is a reflection of expectations for the future. The UTHR partnership IS keeping MNKD afloat. What's your point? If you believe the pipeline will bear fruit and grow revenues and earnings in the future, then buy the stock. If you don't share that view, then don't invest in MKND. The CFO did say earnings would trend sideways for the next few quarters due to higher R&D spend on trials and the pipeline.....in order to drive growth Again, the past is the past. The future is the only thing that matters. Nicely said. Very succinct.
The perennially negative posters have their view and they like to share it with us. I wish they didn't have such a dour outlook, and I do question why they're so masochistic. C'est la guerre.
Anyway, does anybody have any more interesting analysis of the UTHR 4Q YE report? If not, perhaps our moderators will lock this thread which has devolved into arguing about whether it's OK to feel OK about owning MNKD stock, or whether we are paranoid and delusional and should be disappointed in ourselves for being invested.
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Post by awesomo on Feb 22, 2024 14:43:16 GMT -5
How is 1% misleading? Sagard now owns a 1% royalty on UTHR's Tyvaso DPI net sales. It was worth $150 mm to Sagard plus $50 mm if milestones are met. What MNKD did in the past has no bearing on the current stock price which is a reflection of expectations for the future. The UTHR partnership IS keeping MNKD afloat. What's your point? If you believe the pipeline will bear fruit and grow revenues and earnings in the future, then buy the stock. If you don't share that view, then don't invest in MKND. The CFO did say earnings would trend sideways for the next few quarters due to higher R&D spend on trials and the pipeline.....in order to drive growth Again, the past is the past. The future is the only thing that matters. Nicely said. Very succinct.
The perennially negative posters have their view and they like to share it with us. I wish they didn't have such a dour outlook, and I do question why they're so masochistic. C'est la guerre.
Anyway, does anybody have any more interesting analysis of the UTHR 4Q YE report? If not, perhaps our moderators will lock this thread which has devolved into arguing about whether it's OK to feel OK about owning MNKD stock, or whether we are paranoid and delusional and should be disappointed in ourselves for being invested.
Nah, I only share when the usual crowd posts ridiculous things. |
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Post by awesomo on Feb 22, 2024 14:48:12 GMT -5
How is 1% misleading? Sagard now owns a 1% royalty on UTHR's Tyvaso DPI net sales. It was worth $150 mm to Sagard plus $50 mm if milestones are met. What MNKD did in the past has no bearing on the current stock price which is a reflection of expectations for the future. The UTHR partnership IS keeping MNKD afloat. What's your point? If you believe the pipeline will bear fruit and grow revenues and earnings in the future, then buy the stock. If you don't share that view, then don't invest in MKND. The CFO did say earnings would trend sideways for the next few quarters due to higher R&D spend on trials and the pipeline.....in order to drive growth Again, the past is the past. The future is the only thing that matters. Yes the future matters more. But the past dictates the future. I'm not buying the stock, I've been holding the stock because of believe in the products and the technology. However, this management team has yet to execute in terms marketing and selling of their own products. So yeah, we should be using that to judge the potential of future revenue streams. |
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Post by hellodolly on Feb 22, 2024 15:23:37 GMT -5
How is 1% misleading? Sagard now owns a 1% royalty on UTHR's Tyvaso DPI net sales. It was worth $150 mm to Sagard plus $50 mm if milestones are met. What MNKD did in the past has no bearing on the current stock price which is a reflection of expectations for the future. The UTHR partnership IS keeping MNKD afloat. What's your point? If you believe the pipeline will bear fruit and grow revenues and earnings in the future, then buy the stock. If you don't share that view, then don't invest in MKND. The CFO did say earnings would trend sideways for the next few quarters due to higher R&D spend on trials and the pipeline.....in order to drive growth Again, the past is the past. The future is the only thing that matters. Yes the future matters more. But the past dictates the future. I'm not buying the stock, I've been holding the stock because of believe in the products and the technology. However, this management team has yet to execute in terms marketing and selling of their own products. So yeah, we should be using that to judge the potential of future revenue streams. Not saying you're implying that MNKD finally becoming CFBE (presently) or teetering back and forth around CFBE (still presently) after decades, does not equate into the bigger picture of our management teams ability to execute on marketing and selling of their own products. What I mean is, other corporate objectives in order to reach the bigger goal which the management team has executed on, (good bad or indifferent), also matter, i.e.; non-dilutive financing, UTHR deal, Sagaard deal, PEDS and INHALE-1 clinical trials, pipeline assets, IP and so on...must be worthy of fitting into that bigger picture of management's ability to execute. I don't know when you first bought in or..if you're kicking yourself for not averaging down when the SP was at it's all time lows...but, hoping you did take advantage of the turn around off the bottom. If you haven't bought more shares at these ridiculously favorable price points because of the lack of execution on sales and marketing....I'd be taking a seriously hard look at my initial investment thesis in MNKD and decide to either move on or cut-bait. These biotechs, as you know, can wreak havoc on the most seasoned investor, like yourself. |
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Post by jkendra on Feb 22, 2024 15:28:10 GMT -5
Gotta give it to management. We now have $300M+ cash on hand, breakeven revenues and are able to fund more pipelines. What a time to be invested while the prices are this low.
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Post by mango on Feb 22, 2024 15:28:43 GMT -5
How is 1% misleading? Sagard now owns a 1% royalty on UTHR's Tyvaso DPI net sales. It was worth $150 mm to Sagard plus $50 mm if milestones are met. What MNKD did in the past has no bearing on the current stock price which is a reflection of expectations for the future. The UTHR partnership IS keeping MNKD afloat. What's your point? If you believe the pipeline will bear fruit and grow revenues and earnings in the future, then buy the stock. If you don't share that view, then don't invest in MKND. The CFO did say earnings would trend sideways for the next few quarters due to higher R&D spend on trials and the pipeline.....in order to drive growth Again, the past is the past. The future is the only thing that matters. Yes the future matters more. But the past dictates the future. I'm not buying the stock, I've been holding the stock because of believe in the products and the technology. However, this management team has yet to execute in terms marketing and selling of their own products. So yeah, we should be using that to judge the potential of future revenue streams. MannKind’s future is not dictated by it’s past. What MannKind will do in the future defines what happens in the past. |
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Post by agedhippie on Feb 22, 2024 16:35:57 GMT -5
If only that IDIOT Mike would start loading AI onto FDKP!!! Ya hear that Mike??? Ohhh MIKE? Lol couldn’t help myself. Sometimes I crack myself up. ... Give Afrezza for free to NVDA and in then issue a PR saying that we are an NVDA supplier.  |
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Post by awesomo on Feb 22, 2024 17:06:52 GMT -5
Yes the future matters more. But the past dictates the future. I'm not buying the stock, I've been holding the stock because of believe in the products and the technology. However, this management team has yet to execute in terms marketing and selling of their own products. So yeah, we should be using that to judge the potential of future revenue streams. MannKind’s future is not dictated by it’s past. What MannKind will do in the future defines what happens in the past. It's about track record. Who would you rather have as your QB for next year, Patrick Mahomes or Zach Wilson? Both of their futures aren't defined by their past! |
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Post by cretin11 on Feb 22, 2024 17:21:07 GMT -5
awesomo it seems like an easy concept to grasp. However, there are some fans who might say, “Zach Wilson is an amazing QB, he proved it by succeeding in high school and college. His weak NFL performance is all in the past, losing all those games was not his fault but rather it’s because of his bad offensive line plus the refs were out to get him. Next year Zach will have a phenomenal season, he told us himself. And if you don’t agree, then you should stop being a fan and bringing us down with your realism and negativity!”
But we’re straying off topic, back to UTHR and will they just go ahead and buy MNKD already…
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Post by prcgorman2 on Feb 23, 2024 8:12:56 GMT -5
Agree. Can’t seem to stay on topic. Moderators???
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Post by stella on Feb 23, 2024 8:23:24 GMT -5
awesomo it seems like an easy concept to grasp. However, there are some fans who might say, “Zach Wilson is an amazing QB, he proved it by succeeding in high school and college. His weak NFL performance is all in the past, losing all those games was not his fault but rather it’s because of his bad offensive line plus the refs were out to get him. Next year Zach will have a phenomenal season, he told us himself. And if you don’t agree, then you should stop being a fan and bringing us down with your realism and negativity!” But we’re straying off topic, back to UTHR and will they just go ahead and buy MNKD already… Don't quit your day job...... |
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