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Post by bthomas55ep on Sept 27, 2024 16:26:57 GMT -5
Next week begins the much touted potential for 4th Quarter readouts. It would also be ideal to see 10%+ revenue growth over the 2nd quarter, but that may be asking a lot. Certainly an impressive Year over Year Quarter and YYD 24' vs YYD 23' to hang our hat on is in the cards. Binder also moves to the Board - hope there is a special project of some kind still in the works! Enjoy the weekend. GLTA
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Post by parrerob on Oct 16, 2024 12:20:16 GMT -5
Hello guys.... what to expect from q3 call early novembre?
Updates on teton, inhale 1 and 3, mnkd 101 and 102, cipla.
Wow how many things we have on the fire.
But what really I am expecting are 2 items:
1) Tyvaso still growing (lets no take it for granted)
2) A sentence from Mike something like this: "we were pleased to see an increase in afrezza prescriptions during q3, which is continuing in q4, following the ada 24 event....."
Plus net rev minimum 76m$ (I bet on 78)
Eps minimum +0,03$ (I bet on 0,05)
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Post by Clement on Oct 16, 2024 12:47:15 GMT -5
Me, too. I'm betting $78M with a breakdown as follows:
Royalties 29
Coll & Svcs 27
Afrezza 18
VGo 4
Total $78M
Sometimes I second-guess the C&S number, but that number has multiple components, including the recognition of a portion of current deferred revenue.
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Post by Thundersnow on Oct 16, 2024 20:47:26 GMT -5
Me, too. I'm betting $78M with a breakdown as follows: Royalties 29 Coll & Svcs 27 Afrezza 18 VGo 4 Total $78M Sometimes I second-guess the C&S number, but that number has multiple components, including the recognition of a portion of current deferred revenue. I believe the new CFO said the C&S amounts will be lower and Royalties should increase going forward. |
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Post by ktim on Oct 22, 2024 16:01:45 GMT -5
Hello guys.... what to expect from q3 call early novembre? Updates on teton, inhale 1 and 3, mnkd 101 and 102, cipla. Wow how many things we have on the fire. But what really I am expecting are 2 items: 1) Tyvaso still growing (lets no take it for granted) 2) A sentence from Mike something like this: "we were pleased to see an increase in afrezza prescriptions during q3, which is continuing in q4, following the ada 24 event....." Plus net rev minimum 76m$ (I bet on 78) Eps minimum +0,03$ (I bet on 0,05) I bet the quote about increasing Afrezza revenue will be what it normally is... something about "increased price" and "product mix"... hopefully there would be some increase in prescriptions but I'd bet dollars to donuts they don't start releasing script numbers in quarterly results. With the amount of preservatives in donuts and the deficits proposed by both candidates, I'd say the donut might be a better store of value, LOL |
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Post by radgray68 on Oct 23, 2024 11:15:04 GMT -5
I’m still curious. “Special projects”
Binder did a great job figuring the value of Tre-T. What would be considered a special project for him now?
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Post by prcgorman2 on Oct 23, 2024 11:23:47 GMT -5
One of the best brains behind the UTHR deal could be good (even better given the improvement in MNKD fundamentals) for another development/royalties deal. The experience constitutes a source of tribal knowledge. Mike's going to know a bunch, and so is Binder and they won't necessarily be the same things.
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Post by peppy on Oct 23, 2024 11:26:56 GMT -5
I’m still curious. “Special projects” Binder did a great job figuring the value of Tre-T. What would be considered a special project for him now? The convertible bonds settlement. |
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Post by cretin11 on Oct 23, 2024 12:10:58 GMT -5
It’s anyone’s guess what was meant by “special projects.” My guess is it was a euphemism for scouting out the local golf courses (or pickleball courts, fishing holes, whatever he’s into) and “learning” how to transition into that nice board seat where the money isn’t as much but neither is the responsibility. Again that’s just my guess but I’m hoping for some announcement that there was more to it.
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Post by radgray68 on Oct 23, 2024 12:37:19 GMT -5
I’m still curious. “Special projects” Binder did a great job figuring the value of Tre-T. What would be considered a special project for him now? The convertible bonds settlement. A worthy cause given the 40+million shares covered under the warrants. I’m hoping he can reduce that by half but any reduction would be welcomed. |
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Post by peppy on Oct 23, 2024 12:45:44 GMT -5
The convertible bonds settlement. A worthy cause given the 40+million shares covered under the warrants. I’m hoping he can reduce that by half but any reduction would be welcomed. Question CORRECTED Radgray and all, help me out here, I tried to find it and failed. I swear I read something like the shares were prorated, it read something like, if settlement was $5.31 a share then, My point is, I got the impression right or wrong? that if MNKD was trading at $7.00 the number of shares to satisfy would be, the $5.31share price divided by $7.00 = .75 shares = number of shares? (or 5.31/$9.00 would mean less shares to settle?) Is that correct? Or did I misunderstand? |
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Post by prcgorman2 on Oct 23, 2024 13:37:50 GMT -5
Sounds right to me, but it would be good to have others weigh in too. You explained what I assumed FWIW.
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Post by radgray68 on Oct 23, 2024 15:12:26 GMT -5
Found the verbiage in the 10Q from this year. Best I can tell, we’re golden and can repurchase all the warrants without dilution if the stock price is above about $6.77 for a while after March 26.
However, if the stock price were that high, the holders have the option to take shares.
At least, I think. Man, I’ve read the fine print on many a legal document but they went above and beyond to make this language a blurry mess.
I’ll read it a couple more times before I give up. I tried to copy it but I’m all thumbs. It’s page 19 of 77 from the 10Q this May.
Clear as mud
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Post by peppy on Oct 23, 2024 15:55:52 GMT -5
Found the verbiage in the 10Q from this year. Best I can tell, we’re golden and can repurchase all the warrants without dilution if the stock price is above about $6.77 for a while after March 26. However, if the stock price were that high, the holders have the option to take shares. At least, I think. Man, I’ve read the fine print on many a legal document but they went above and beyond to make this language a blurry mess. I’ll read it a couple more times before I give up. I tried to copy it but I’m all thumbs. It’s page 19 of 77 from the 10Q this May. Clear as mud I knew who to ask for the help. I looked through your posts prior to see if you had given the information. |
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Post by radgray68 on Oct 24, 2024 12:18:48 GMT -5
I’m pretty convinced that all the gobbledygook verbiage on the warrants just means our stock price is chained to that $5.21 price for the next year and a half unless Binder can find another vein of gold in his “special projects.”
Hope springs eternal, though. Q3 in just a few weeks and then bring on the pediatric results.
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