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Post by longliner on Feb 28, 2024 2:07:58 GMT -5
2024 EST Revenue $400,000,000...simple math. Another double will be double trouble if you're a little fella.  What do you think it will sell for? Little cresomo says less than $7 per share. (They came up with this all by themself!)   I say $15....I wonder who will be closer?  |
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Post by brentie on Feb 28, 2024 5:56:54 GMT -5
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Post by ptass on Feb 28, 2024 8:08:47 GMT -5
In regard to 230M senior convertible debt that matures in March 2026, it was said on the call that "...When maturity arrives, we expect to reduce future dilution by paying off the debt with cash if our stock price is below the conversion price of $5.21.". Does this mean that the debt holders can force payment in shares if the price is above $5.21?
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Post by liane on Feb 28, 2024 8:10:31 GMT -5
I believe MNKD retains the option - cash or shares.
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Post by sportsrancho on Feb 28, 2024 8:14:05 GMT -5
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limo
Researcher
Posts: 82
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Post by limo on Feb 28, 2024 8:17:00 GMT -5
the notes are "callable" so yes MNKD retains the option to pay back in cash. my questions are 1- why would the stock be below $5.21 in 2 years time? and 2- we "know" it will be higher so does that mean they will be dillutiing? I guess if the SP was say $15 then the dilution would be minimal.
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Post by longliner on Mar 1, 2024 10:19:32 GMT -5
86 days to 2024 first quarter ER.....17 days to cover.....tic toc
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Post by longliner on Mar 4, 2024 17:16:07 GMT -5
Rumor has it that Fidelity is hitting folks with MARGIN CALLS. It may be A GOOD TIME to put a high GTC price on your shares if you haven't already.
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Post by ronw77077 on Mar 7, 2024 10:03:38 GMT -5
On March 5th UT presented at the Cowen Health Care Conference. A number of comments were offered that are illuminating:
For the last few quarters the revenue split between DPI and the Nebulizer was 60/40. The transition has largely been completed. New prescriptions are about 70/30.
They estimate the size of the ILD market at around 30,000 which is almost as large as their PAH market. They have penetrated the ILD market to around 10-15%.
UT expanded their ILD sales team by about 25% beginning the middle of 2023. The new sales reps will be only calling on ILD prescribers. They have completed their training and have been deployed in earnest the first of 2024. It should take a couple of quarters to realize the traction from this group with the payoff being realized in the second half of 2024.
UT's new production facility producing DPI to supply 50,000 IPF customers should come on line around the time IPF is launched.
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Post by ryster505 on Mar 7, 2024 11:26:04 GMT -5
On March 5th UT presented at the Cowen Health Care Conference. A number of comments were offered that are illuminating: For the last few quarters the revenue split between DPI and the Nebulizer was 60/40. The transition has largely been completed. New prescriptions are about 70/30. They estimate the size of the ILD market at around 30,000 which is almost as large as their PAH market. They have penetrated the ILD market to around 10-15%. UT expanded their ILD sales team by about 25% beginning the middle of 2023. The new sales reps will be only calling on ILD prescribers. They have completed their training and have been deployed in earnest the first of 2024. It should take a couple of quarters to realize the traction from this group with the payoff being realized in the second half of 2024. UT's new production facility producing DPI to supply 50,000 IPF customers should come on line around the time IPF is launched. Yes, many great tidbits were in that call. 👌 |
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Post by prcgorman2 on Mar 7, 2024 11:59:18 GMT -5
Hmmm, better insight into UTHR's success appears to be feeding, at least partially, MNKD's share price gains (8 days in a row and trading day #9 looking good so far).
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Post by ktim on Mar 7, 2024 12:32:25 GMT -5
Hmmm, better insight into UTHR's success appears to be feeding, at least partially, MNKD's share price gains (8 days in a row and trading day #9 looking good so far). I sold some shares, so I think that's what pushed it up over $5, lol Will be great if we close above $5. |
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Post by prcgorman2 on Mar 7, 2024 12:56:53 GMT -5
Hmmm, better insight into UTHR's success appears to be feeding, at least partially, MNKD's share price gains (8 days in a row and trading day #9 looking good so far). I sold some shares, so I think that's what pushed it up over $5, lol Will be great if we close above $5. Did the same. I'm not worried about fear of missing out. This is the 2nd time I've tried to "trade around a core". If it never retreats, I'll be pleased as punch. If it retreats (far enough), I'll get me some "free" shares. |
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