|
|
Post by indigodaisy on Nov 26, 2013 14:42:45 GMT -5
|
|
|
|
Post by spiro on Nov 26, 2013 21:12:35 GMT -5
Thanks for posting this blog. I think his numbers are in the ball park and I don't think it will take Afrezza too long to reach $5 billion in sales. I am predicting $10 billion or more in Afrezza sales within 5 years of launch, with the right partner. The only thing that could limit sales will be if the supply can not meet demand. The right partner will eliminate that possibility within 5 years.
|
|
|
|
Post by jpg on Nov 26, 2013 21:31:17 GMT -5
The 80/20 split seems a tad optimistic maybe?
JPG
|
|
|
|
Post by babaoriley on Nov 26, 2013 22:46:22 GMT -5
Depends on how you defined a "tad" JPG, if you interpret it as "totally a dream," then, yes, I would say that split is a tad optimistic!
|
|
|
|
Post by spiro on Nov 27, 2013 8:52:26 GMT -5
I would think it will depend on how much a 20% or greater share will cost a potential partner upfront and after approval. A 40% or greater split will take a huge chunk of cash to get the deal done.
|
|
|
|
Post by MnkdMainer (MM) on Nov 27, 2013 10:07:10 GMT -5
Can someone explain how the "target stock price" is calculated in the far right column of the table?
|
|
|
|
Post by liane on Nov 27, 2013 12:19:00 GMT -5
Can someone explain how the "target stock price" is calculated in the far right column of the table? I believe it's Market Cap divided by outstanding shares. |
|
|
|
Post by afrezzamiracle on Nov 27, 2013 18:04:10 GMT -5
go_mnkd's blog is one of the ultimate resources for conducting in depth d/d on Mannkind, and I respect and appreciate his contributions to us all over the years; but having said that--there is no way in the world we are going to get an 80/20 split with a BP partner, even with us owning and having total control over production.
I certainly wouldn't complain if it were to happen, as I would expect the stock to skyrocket on such a development. But let's get real. That's beyond even wild optimism! That's the only time I've seen anyone come anywhere close to that type of prediction. I'm thinking 50/50 is reasonable, 60/40 is exceptional, and 70/30 is a dream come true. 80/20? I'm not willing to even ponder that!
|
|
|
|
Post by MnkdMainer (MM) on Nov 27, 2013 20:36:08 GMT -5
Can someone explain how the "target stock price" is calculated in the far right column of the table? I believe it's Market Cap divided by outstanding shares. Thanks, Liane. Not sure why this was not obvious to me, except that number of outstanding shares was not listed. I do see, however, that the table assumes 296 million shares outstanding and a current stock price of $5.00/share. |
|
|
|
Post by MnkdMainer (MM) on Dec 19, 2013 1:33:53 GMT -5
Not sure how I missed the "[c]urrent stock price" as shown in the table either. Guess it's tunnel vision, the price of sometimes being too focused. Oh, well ...
|
|
