|
Post by dreamboatcruise on Oct 22, 2015 12:14:56 GMT -5
"Think about it, the company is saying nothing about magnitude nor timing of expected profitability." DBC, given what MNKD has to go on now in terms of Rx, I really doubt I want their opinion/projection on the above to be stated publicly. There may be legitimate reasons to not release this info, and perhaps MNKD is not even as clued into SNY plans as I would imagine. The key issue is formulary, and subsidiary issue is pricing. MNKD stock would be much higher if either SNY or MNKD addressed formulary improvement and expected timing thereof, especially if with color of how/why the plan is realistic. However, all of that might be info that would be foolish to divulge in the midst of negotiations over same with the payers. Seems like such negotiations would be chicken and egg issue, with payers demanding price concessions as long as doctors aren't screaming for the product and doctors not bothering to pay attention until there is better coverage, etc, etc, with SNY balancing trying to build the customer pull while coverage is poor in order to hold the ground on premium pricing. Any announcement by SNY such as "we are targeting 80% non restricted coverage by end of 2016" would seem to put them at negotiating disadvantage because they've just put a self imposed deadline on themselves making the payers think they could get pricing concessions just by waiting. Or at least I can imagine these are the sorts of issues regarding formulary negotiations. Obviously financial projections would carry little weight without discussion of Rx numbers, pricing and coverage.
|
|
|
Post by jurystillout on Oct 22, 2015 12:33:56 GMT -5
If you're looking to make some quick money on mndk and you don't want to loan to shorts, buy at 3:45 pm and sell at 10:30 am. seems to be a pattern as of late. Just be prepared for the nasty gram from your accountant at the end of the year.
PS. this is not serious advice!
|
|