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Post by dh4mizzou on May 7, 2024 13:55:06 GMT -5
One of the best quotes out of that series. I still watch reruns of that show. Along with TNG.
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Post by sr71 on May 7, 2024 16:51:17 GMT -5
If MNKD meets analysts expectations tomorrow on earnings of 3 cents/share, then for the first time ever (I believe), Mannkind would subsequently have a "Positive" Trailing Twelve Month (TTM) PE, clocking in at 224 based on today's closing SP of $4.47.
Presumably soon the market will recognize this milestone as a sign of strength and near-future market potential for the pipeline, and yes, even Afrezza.
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Post by RainbowUnicorn on May 7, 2024 21:43:47 GMT -5
Thanks BD for pointing me to this thread. I like the analyst consensus average and am cautiously hopeful MNKD meets or exceeds $60M. I know we're 18 mos. away (at least) from Clofazimine approval and marketing, but I would kind of like to hear what Mike and team have in mind for marketing the drug. The orphan drug designation and fast track grant from the FDA is all good news but I've no idea how any company should market an important new drug therapy (inhalable Clofazimine) to the ~225,000 primary care physicians serving the less than 150,000 (IIRC) NTM sufferers here in the U.S.. MannKind has hinted about a partnership with a Japanese pharma (forget the name), so I'm expecting a marketing agreement and something similar to the collaboration/services + royalties there, but don't know about U.S., and rest of world. Good luck to all MNKD longs!
academic.oup.com/jac/article/79/4/697/7612570 |
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Post by porkini on May 7, 2024 22:29:48 GMT -5
Thanks BD for pointing me to this thread. I like the analyst consensus average and am cautiously hopeful MNKD meets or exceeds $60M. I know we're 18 mos. away (at least) from Clofazimine approval and marketing, but I would kind of like to hear what Mike and team have in mind for marketing the drug. The orphan drug designation and fast track grant from the FDA is all good news but I've no idea how any company should market an important new drug therapy (inhalable Clofazimine) to the ~225,000 primary care physicians serving the less than 150,000 (IIRC) NTM sufferers here in the U.S.. MannKind has hinted about a partnership with a Japanese pharma (forget the name), so I'm expecting a marketing agreement and something similar to the collaboration/services + royalties there, but don't know about U.S., and rest of world. Good luck to all MNKD longs!
academic.oup.com/jac/article/79/4/697/7612570I'm thinking you might have pointed to the "Transparency Declarations" section to cement your posting purpose on this one in stone.  |
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Post by prcgorman2 on May 8, 2024 6:20:56 GMT -5
I'm thinking you might have pointed to the "Transparency Declarations" section to cement your posting purpose on this one in stone. To my unqualified eyes, it looks like the author was competent to provide advice.  |
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Post by porkini on May 8, 2024 9:34:49 GMT -5
I'm thinking you might have pointed to the "Transparency Declarations" section to cement your posting purpose on this one in stone. To my unqualified eyes, it looks like the author was competent to provide advice. I do not doubt that and I was not making judgment on compentency of the author. I was just making an observation on other activities of the author. |
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Post by mymann on May 8, 2024 12:07:34 GMT -5
The curse of the mnkd. Market drops on Er day.
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Post by awesomo on May 8, 2024 12:50:09 GMT -5
The curse of the mnkd. Market drops on Er day. The day after earnings matters more (assuming its AH earnings release). |
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Post by prcgorman2 on May 8, 2024 13:13:44 GMT -5
The curse of the mnkd. Market drops on Er day. It's not a curse. Its the opportunity to pick up some shares that will gain value tomorrow, and profit taking the day after. |
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Post by porkini on May 8, 2024 15:08:31 GMT -5
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Post by awesomo on May 8, 2024 15:12:19 GMT -5
archive.fast-edgar.com/20240508/AM22K222ZZ229T4S22JM2Z42P2NATK22Z262/mnkd-ex99_1.htm- 1Q 2024 Total revenues of $66M; +63% vs. 1Q 2023
- 1Q 2024 Net income of $11M; Non-GAAP net income of $15M
- $304M of cash and cash equivalents and investments at March 31, 2024
- In early April, repaid Midcap senior-secured debt and Mann Group convertible debt totaling approximately $37M
- FDA Fast Track designation and IND clearance received for MNKD-101
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Post by bthomas55ep on May 8, 2024 15:12:39 GMT -5
Great find! FAST! Before the PR! Thx |
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Post by sr71 on May 8, 2024 15:14:27 GMT -5
66M Revenue, 4 cents EPS (GAAP)
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Post by porkini on May 8, 2024 15:15:57 GMT -5
Great find! FAST! Before the PR! Thx Just happened to be in my brokerage account when it dropped there first! |
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Post by ktim on May 8, 2024 15:16:33 GMT -5
VERY nice. Beating the "consensus", and in fact basically nailing the high analyst estimate. 2 or 3 quarters of that in a row and MNKD could actually get some respect.
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