Deleted
Deleted Member
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Post by Deleted on Dec 31, 2015 21:00:29 GMT -5
OK...my guess is $29.45 as of December 31, 2016. Rational behind this?? Absolutely nothing. But I know it works and when a critical mass knows it works, this will set on fire. I was chatting with my husband, who was teasing me (ok a bit more than teasing) about this "loser" stock. Clearly the worst in our portfolio this year. While he is, as everyone know, as stong proponent of the product, he hates the sp and would like it gone from our investment portfolio. We were discussing the trials that SNY is doing in Germany with kids and how once you get people used to inhaling rather than injecting, they will never change. Of course, we can't wait for 4 year old kids to grow up with Afrezza, just too long to keep MNKD afloat. Then we began discussion our journey attempting to get the drug and our original doctor telling us that he would LOVE it if most of his diabetic patients had A1c as low as my husbands was before Afrezza: 7.8. Most of his patients had A1c in excess of 10! Why? Because they didn't want to go to needles and were postponing the inevitable with layers upon layers of oral drugs with all sorts of side effects OR they were as lazy as His Highness and the doc knew that he wouldn't do the calculations of his carbs and proteins before injecting an appropriate amount of insulin (and he is a numbers person to boot) and he wouldn't do additional pricking and testing to insure that his blood glucose did not go too low to prevent serious hypoglycemia problems. When he realized how BIG that Type 2 UNDERTREATED market was, the light bulb went on. He stopped bitching about my lousy investment. "We can wait" he said. Yup, if he gets it, just think what will happen when the doctors finally get it. Which brings me back to the subject of this topic. When they do get it, it will be like the hundred monkey theory. Everyone will get it at once. $29.45! If we get that, you all need to take me to dinner the big q.. did your doc get it yet? with your husband's first hand experience?
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Post by jay1ajay1a on Dec 31, 2015 21:14:04 GMT -5
OK...my guess is $29.45 as of December 31, 2016. Rational behind this?? Absolutely nothing. But I know it works and when a critical mass knows it works, this will set on fire. I was chatting with my husband, who was teasing me (ok a bit more than teasing) about this "loser" stock. Clearly the worst in our portfolio this year. While he is, as everyone know, as stong proponent of the product, he hates the sp and would like it gone from our investment portfolio. We were discussing the trials that SNY is doing in Germany with kids and how once you get people used to inhaling rather than injecting, they will never change. Of course, we can't wait for 4 year old kids to grow up with Afrezza, just too long to keep MNKD afloat. Then we began discussion our journey attempting to get the drug and our original doctor telling us that he would LOVE it if most of his diabetic patients had A1c as low as my husbands was before Afrezza: 7.8. Most of his patients had A1c in excess of 10! Why? Because they didn't want to go to needles and were postponing the inevitable with layers upon layers of oral drugs with all sorts of side effects OR they were as lazy as His Highness and the doc knew that he wouldn't do the calculations of his carbs and proteins before injecting an appropriate amount of insulin (and he is a numbers person to boot) and he wouldn't do additional pricking and testing to insure that his blood glucose did not go too low to prevent serious hypoglycemia problems. When he realized how BIG that Type 2 UNDERTREATED market was, the light bulb went on. He stopped bitching about my lousy investment. "We can wait" he said. Yup, if he gets it, just think what will happen when the doctors finally get it. Which brings me back to the subject of this topic. When they do get it, it will be like the hundred monkey theory. Everyone will get it at once. $29.45! If we get that, you all need to take me to dinner That would make my year and we all could meet for dinner.
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Post by gamblerjag on Dec 31, 2015 21:31:20 GMT -5
29.45.... Wish that was true. If you are thinking that price, I'm guessing that's do to your belief that Afrezza gets sold because there is no way this gets to 29 bucks or even 20 bucks next year on better insurance coverage in increased doctor prescriptions and even EU approval AND Techno partner.. And I'm long!!! However good luck and best of New Years.
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Post by jay1ajay1a on Dec 31, 2015 22:17:09 GMT -5
29.45.... Wish that was true. If you are thinking that price, I'm guessing that's do to your belief that Afrezza gets sold because there is no way this gets to 29 bucks or even 20 bucks next year on better insurance coverage in increased doctor prescriptions and even EU approval AND Techno partner.. And I'm long!!! However good luck and best of New Years. Here to wishing! I don't think we will be at that price. I do think we an get back above 5 and if we get lucky 7-10. JMO
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nsmyth
Lab Rat
Posts: 43
Sentiment: Long
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Post by nsmyth on Dec 31, 2015 22:38:00 GMT -5
lets say the following happen
1. Q1 - tv adds for afrezza, script count starts to move up fast 2. Q1 - most insurance cover as tier 2 3. Q2 - EU approval and global launch 4. Q2 - improved label based on study results to indicate superiority over other insulin treatments 5. Q3 - publish results of initial childhood study, very positive results 6. Q3 - announce partnership and studies for pain meds on TS 7. Q4 - all milestone payments made and Afrezza turns profitable 8. Q4 - another partnership announced with studies for pulmonary treatment 9. Q4 -additional global approvals and launches 10. Q4 - total weekly script count passes 10,000
December 30, 2016 close price = $12.50 Duane DeSisto named CEO of the year :-)
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Post by robsacher on Jan 1, 2016 0:17:03 GMT -5
OK...my guess is $29.45 as of December 31, 2016. Rational behind this?? Absolutely nothing. But I know it works and when a critical mass knows it works, this will set on fire. I was chatting with my husband, who was teasing me (ok a bit more than teasing) about this "loser" stock. Clearly the worst in our portfolio this year. While he is, as everyone know, as stong proponent of the product, he hates the sp and would like it gone from our investment portfolio. We were discussing the trials that SNY is doing in Germany with kids and how once you get people used to inhaling rather than injecting, they will never change. Of course, we can't wait for 4 year old kids to grow up with Afrezza, just too long to keep MNKD afloat. Then we began discussion our journey attempting to get the drug and our original doctor telling us that he would LOVE it if most of his diabetic patients had A1c as low as my husbands was before Afrezza: 7.8. Most of his patients had A1c in excess of 10! Why? Because they didn't want to go to needles and were postponing the inevitable with layers upon layers of oral drugs with all sorts of side effects OR they were as lazy as His Highness and the doc knew that he wouldn't do the calculations of his carbs and proteins before injecting an appropriate amount of insulin (and he is a numbers person to boot) and he wouldn't do additional pricking and testing to insure that his blood glucose did not go too low to prevent serious hypoglycemia problems. When he realized how BIG that Type 2 UNDERTREATED market was, the light bulb went on. He stopped bitching about my lousy investment. "We can wait" he said. Yup, if he gets it, just think what will happen when the doctors finally get it. Which brings me back to the subject of this topic. When they do get it, it will be like the hundred monkey theory. Everyone will get it at once. $29.45! If we get that, you all need to take me to dinner Has he read any of my articles about Afrezza and MannKind? There must be something positive he can find there... Also, things will improve when Sanofi lowers the price and obtains tier 2 status for Afrezza... seekingalpha.com/author/robert-sacher/articles
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Post by suebeeee1 on Jan 1, 2016 0:26:05 GMT -5
@rob
He reads your SA pieces and he thinks Al Mann is one of the greatest humanitarian of the modern era. AND he loves Afrezza!
He just hates that we are losing money. LOL...can't really blame him on that one!
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Post by dreamboatcruise on Jan 1, 2016 15:08:39 GMT -5
lets say the following happen 1. Q1 - tv adds for afrezza, script count starts to move up fast 2. Q1 - most insurance cover as tier 2 3. Q2 - EU approval and global launch 4. Q2 - improved label based on study results to indicate superiority over other insulin treatments 5. Q3 - publish results of initial childhood study, very positive results 6. Q3 - announce partnership and studies for pain meds on TS 7. Q4 - all milestone payments made and Afrezza turns profitable 8. Q4 - another partnership announced with studies for pulmonary treatment 9. Q4 -additional global approvals and launches 10. Q4 - total weekly script count passes 10,000 December 30, 2016 close price = $12.50 Duane DeSisto named CEO of the year :-) Formularies for Q1 are already published so the ship for #2 seems to have already sailed and we weren't on it. #4 won't happen nearly that early as they haven't even started those studies. Hopefully it gets better treatment with EU regulators than it has with FDA. #7 is likely self inconsistent... i.e. I believe profitability would occur some time before all milestones are earned (unless of course they really ramp up expenses). We know the first of the sales based ones is $250M. Obviously I don't have the exact details of the milestones, but to me it would make sense that all of them not be earned until the profits are covering a good chunk of them.
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Post by cretin11 on Jan 1, 2016 16:02:49 GMT -5
I'd be pretty happy if 7 of those 10 things happen.
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Post by bradleysbest on Jan 1, 2016 18:07:28 GMT -5
Need 1, 3 & 4 in 2016 !
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Post by monetpenet on Jan 1, 2016 20:01:36 GMT -5
Waiting for stabilizing around $6.50 based on Afrezza sales and one TS licensing deal. In 2017 pps should start climbing upwards for years to come.
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Post by tmann on Jan 1, 2016 20:48:52 GMT -5
$22.70
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Post by babaoriley on Jan 2, 2016 1:10:11 GMT -5
I just added 700 shares at 1.45, took an hour to fill the whole order..... On Dec 31, I put in a market order for 7000 shares in the late afternoon and it filled instantly for $1.44, which was right where it was trading when I placed the order. I generally don't use market orders, but have with MNKD recently, mainly in selling shares, I might add, and it's worked out fine.
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Post by babaoriley on Jan 2, 2016 1:11:26 GMT -5
$29.45 will get you & your husband dinner at Lawry's on La Cienega! Let's go DeSisto! Diamond Jim Brady cut!
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Post by babaoriley on Jan 2, 2016 1:16:33 GMT -5
Well, my good friend Spiro says that if even 50% of the so called dots that we have been connecting exist, MNKD will be selling for at least $14.17. Spiro also told me that there were small dots and big dots, he said to keep an eye on the big dots in 2016. John here, Spiro is still sleeping John, you need to wake your buddy Spiro up and have him talk to Suebee, between the two of them, they ought to be able to come up with something that will please the masses. 2016 will be the year of DeSisto, but I don't see a market cap above $3 billion. I'd be very happy with $2.5 billion, from where I sit. If, however, something causes a short stampede, then we will get a spike and it could be a nice one. I would caution all to consider selling a few shares if such a thing happens.
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