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Post by cretin11 on Jun 18, 2024 22:18:16 GMT -5
We know the study results will be impressive, so what should we expect by way of share price increase when market opens? Surely more than a dime bump, will it be more than a quarter, a dollar… or more?
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Post by porkini on Jun 18, 2024 23:16:33 GMT -5
I didn’t see a way to listen to our presentation without joining and paying. Anybody have an in? Not that I plan on being awake at 5:00am on Saturday. But I might this once if I could listen Well, when the presentation is over at 9:30am the stock market will open and we will see the price reaction. Woah, wait a minute, it's on Saturday. The market won't be open for another 48 hours after the presentation. But then we will see the price reaction! So, nothing happened. You didn't see anything. Those aren't the Droids you're looking for. Right!?   |
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Post by cjm18 on Jun 18, 2024 23:28:09 GMT -5
Proving non inferior on the a1c front won’t move the needle. This study does not open up a new market like the peds study. If mannkind was confident this trial would move the needle they would have showed their hand and mentioned allocating more capital to afrezza. Maybe they will pivot and do that after the study has some kind of impact.
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Post by prcgorman2 on Jun 19, 2024 1:58:22 GMT -5
I’ve been to numerous industry conferences including at least one large pharma conference. Booths and presentations and deal exploration are the order of the day. I don’t know the complexion of ADA but am not expecting numerous investor analysts who will interpret the study results as a strong buy signal.
I am hopeful the symposium will make it easier for MannKind sales force to persuade more prescribing of Afrezza. I will be delighted if there is a marked increase in sales of Afrezza but with the cessation in weekly Symphony reports on sales, I expect share price action will continue to be largely based on quarterly income reports (& AI-enhanced technicals?).
Continued strong sales of Tyvaso DPI and incremental improvements in sales of Afrezza, and “shots on goal” for clofazimine for NTM and nintedanib for IPF are my focus for expecting corresponding sustained increases in MNKD share price.
PS. MTOI’s advice is still relevant and to me Afrezza in India is a wild-card because of potential adoption and size of customer base. A couple million customers wouldn’t necessarily bring in significant direct revenue but might indirectly influence positive adoption in the US and elsewhere.
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Post by cretin11 on Jun 19, 2024 7:28:26 GMT -5
gorman on the record with a prediction of share price non-movement resulting from the presentation. To translate that to actionable trading advice, that advice is to sell calls, thereby taking advantage of the opposing expectation of the presentation giving us a share price boost.
In my opinion gorman’s prediction and that advice to sell calls is reasonably sound. I’m in that camp as well.
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Post by mayday on Jun 19, 2024 7:43:12 GMT -5
gorman on the record with a prediction of share price non-movement resulting from the presentation. To translate that to actionable trading advice, that advice is to sell calls, thereby taking advantage of the opposing expectation of the presentation giving us a share price boost. In my opinion gorman’s prediction and that advice to sell calls is reasonably sound. I’m in that camp as well. Like two peas in a pod... It's so much nicer when you two get a long. |
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Post by ktim on Jun 19, 2024 13:10:44 GMT -5
Just spit balling here, what results would be GREAT news on Saturday?? Proboards "great" or change insurance coverage "great"? There is a wide gap between those two I suspect. |
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Post by Chris-C on Jun 19, 2024 14:14:12 GMT -5
We know the study results will be impressive, so what should we expect by way of share price increase when market opens? Surely more than a dime bump, will it be more than a quarter, a dollar… or more? Time will tell…. My guess would be less than what might be reasonable to we informed investors. If we were GME groupies, it would be a different story entirely, thanks to “roaring kitty.” |
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Post by cretin11 on Jun 19, 2024 14:41:51 GMT -5
Just spit balling here, what results would be GREAT news on Saturday?? Proboards "great" or change insurance coverage "great"? There is a wide gap between those two I suspect. Good point. There's a near 100% certainty the results will be "ProBoards great" no matter what is presented. And probably a near zero percent chance it changes the insurance coverage. So the gap is about as wide as is mathematically possible. |
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Post by mango on Jun 19, 2024 15:29:59 GMT -5
I have a feeling the results will be extraordinary.
Irl Hirsch is the protocol chair for the INHALE 3 trial, a trial with sites at some of the most prestigious centers in the US.
This trial will also assess HbA1c from baseline to 17 weeks, for superiority assessment, as a secondary outcome measure.
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Post by mayday on Jun 19, 2024 16:38:02 GMT -5
I have a feeling the results will be extraordinary. Irl Hirsch is the protocol chair for the INHALE 3 trial, a trial with sites at some of the most prestigious centers in the US. This trial will also assess HbA1c from baseline to 17 weeks, for superiority assessment, as a secondary outcome measure. I would click on the "I hope you are right button" if we had one. Check into that Cretin... |
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Post by prcgorman2 on Jun 19, 2024 16:55:21 GMT -5
gorman on the record with a prediction of share price non-movement resulting from the presentation. To translate that to actionable trading advice, that advice is to sell calls, thereby taking advantage of the opposing expectation of the presentation giving us a share price boost. In my opinion gorman’s prediction and that advice to sell calls is reasonably sound. I’m in that camp as well. You’re going further than I would. Selling calls is your call. Not saying its bad advice, but it’s not mine. I won’t advise any options trading or even a simple buy-and-hold which is mostly as I have done. Investors need to perform their own due diligence. I may be wrong, but my memory is there have been MNKD share price bumps from ADA, but obviously never sustained. Will this symposium be different? If it is, wonderful. But sustained share price improvement is difficult to achieve as MC’s and our experience proves. We’re 4x to 5x when MC took over as CEO and that is usually considered a good thing, but the starting point was between .80 cents and $1, and this is still a small pharma and pipeline and much left to be accomplished. Good luck to all longs. |
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Post by uvula on Jun 19, 2024 18:13:17 GMT -5
Proboards great, insurance coverage great, or Agedhippie great?
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Post by sayhey24 on Jun 19, 2024 19:33:53 GMT -5
I’ve been to numerous industry conferences including at least one large pharma conference. Booths and presentations and deal exploration are the order of the day. I don’t know the complexion of ADA but am not expecting numerous investor analysts who will interpret the study results as a strong buy signal. I am hopeful the symposium will make it easier for MannKind sales force to persuade more prescribing of Afrezza. I will be delighted if there is a marked increase in sales of Afrezza but with the cessation in weekly Symphony reports on sales, I expect share price action will continue to be largely based on quarterly income reports (& AI-enhanced technicals?). Continued strong sales of Tyvaso DPI and incremental improvements in sales of Afrezza, and “shots on goal” for clofazimine for NTM and nintedanib for IPF are my focus for expecting corresponding sustained increases in MNKD share price. PS. MTOI’s advice is still relevant and to me Afrezza in India is a wild-card because of potential adoption and size of customer base. A couple million customers wouldn’t necessarily bring in significant direct revenue but might indirectly influence positive adoption in the US and elsewhere. From a pps perspective don't expect much from the ADA. While the data presentation will be great it will not solve the 3 issues afrezza has. The current sales force is focused on "key accounts". All the key accounts know about afrezza. Inhale-3 might make the story stronger but I think everyone is expecting great results. If the expectation is not met Mike has a lot of explaining to do. If and when afrezza gets approved in India that will be a great day but we still have not seen the Inhale 2 results. These could move the SoC T2 needle if the results are what Mike said - a 1.5 to 2% AC1 reduction. |
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Post by letitride on Jun 20, 2024 5:36:11 GMT -5
Awesome is what Im expecting then a lot more awesome to come. Lets Go!
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