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Post by liane on Jun 17, 2016 7:26:45 GMT -5
Yes - go to the user's profile.
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Post by kball on Jun 17, 2016 7:31:05 GMT -5
Still feel we're going to need either A. A lifeline from another company (hoping for a settlement) or wealthy individual/group B. More dilution
Just not enough time based on lingering issues (insurance, few prescribers, no ads) that only time and money solve
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Post by peppy on Jun 17, 2016 8:17:41 GMT -5
Still feel we're going to need either A. A lifeline from another company (hoping for a settlement) or wealthy individual/group B. More dilution Just not enough time based on lingering issues (insurance, few prescribers, no ads) that only time and money solveFrustrating to have a product and a delivery system this good and the price of this stock. Matt has had a pep in his step when I have heard him speak. definitive. These individuals know the time line, insurance, prescribers, guidelines, clamp studies, label. This is all based on Afrezza price now. Regarding no ads, let's see what the type 1 diabetes do given a choice.
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Post by Deleted on Jun 17, 2016 8:27:28 GMT -5
I'm in the 30/70 group. MannKind has a long way to go before they become profitable. I don't see MannKind turning sales around (significantly) this year. I'm not sure how much more dilution the market can absorb for MannKind shares. Raising funds for operations remains a priority. Partnerships that include funds remain unlikely this year. MannKind has done some great things in R&D that I expect it will someday pay off handsomely, but it's increasingly likely it won't be for current shareholders. The JDRF partnership is good news in that it shows that Afrezza still has some relevance but it doesn't mean it will produce any market relevant data in the next year, etc. A management that is "confident" is meaningless, they are paid to appear confident. Many a company appeared confident (to shareholders) the day before they declared bankruptcy. I expected better things from the ADA than we've seen. Even the good things have failed to move the stock...that's not encouraging. Confidence is better than the alternative, but it has fooled many of us to invest emotionally rather than logically. I fear that 5/95 at year end is far more likely than moving up to 50/50. Thank you not for sharing your fears this morning. "Stay away from negative people, they only have problems to solutions", MC. Is there an ignore button somewhere on this board? I think Sean (myself included) was hoping for a nice trade after the dust settled from the offering. For my own selfish financial reasons I am part of the camp that does not want the short interest to go down because its the only reason why this stock has moved up in the past year from coverings and in some cases coverings and some news. Everyone is in different financial positions, and he may be down quite a bit of money and trying to make some back on a trade on a volatile stock. The definition of insanity is doing the same thing over and over and expecting different results. There are people who wait and see and go down with this ship. I think that is absurd. I think there are people who are trying to be realistic about their investment.
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Post by peppy on Jun 17, 2016 8:31:01 GMT -5
said differently reverselo, what we really want are sales. Afrezza sales. Technosphere contracts.
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Post by tayl5 on Jun 17, 2016 8:32:14 GMT -5
Yes - go to the user's profile. Unless I'm missing something this feature is only available on the full (PC or Mac) site. It doesn't seem to be available on the mobile version.
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Post by tayl5 on Jun 17, 2016 8:40:06 GMT -5
Thank you not for sharing your fears this morning. "Stay away from negative people, they only have problems to solutions", MC. Is there an ignore button somewhere on this board? I think Sean (myself included) was hoping for a nice trade after the dust settled from the offering. For my own selfish financial reasons I am part of the camp that does not want the short interest to go down because its the only reason why this stock has moved up in the past year from coverings and in some cases coverings and some news. Everyone is in different financial positions, and he may be down quite a bit of money and trying to make some back on a trade on a volatile stock. The definition of insanity is doing the same thing over and over and expecting different results. There are people who wait and see and go down with this ship. I think that is absurd. I think there are people who are trying to be realistic about their investment. Having a non-rosy interpretation of specific events is fine. Unsupported opinions and moaning about our overall state of affairs is not helpful. We're not doing the same thing over and over. Each day is different and the game can change dramatically with the morning's news. As has been said many times on this board, don't bet more than you can afford to lose. If you don't, the possibility of the ship going down is much less frightening.
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Post by liane on Jun 17, 2016 8:45:58 GMT -5
Yes - go to the user's profile. Unless I'm missing something this feature is only available on the full (PC or Mac) site. It doesn't seem to be available on the mobile version. I believe you are correct; I almost never user the mobile version.
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Post by compound26 on Jun 17, 2016 8:51:16 GMT -5
Unless I'm missing something this feature is only available on the full (PC or Mac) site. It doesn't seem to be available on the mobile version. I believe you are correct; I almost never user the mobile version. For your information, I often use the mobile version of the site. Once I sign in, the mobile version also hides the applicable posts just like the full (PC or Mac) site does. Actually, the mobile version is better in that, while it hides the applicable post, it still shows who is the author of the post.
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Post by Deleted on Jun 17, 2016 8:55:36 GMT -5
I think Sean (myself included) was hoping for a nice trade after the dust settled from the offering. For my own selfish financial reasons I am part of the camp that does not want the short interest to go down because its the only reason why this stock has moved up in the past year from coverings and in some cases coverings and some news. Everyone is in different financial positions, and he may be down quite a bit of money and trying to make some back on a trade on a volatile stock. The definition of insanity is doing the same thing over and over and expecting different results. There are people who wait and see and go down with this ship. I think that is absurd. I think there are people who are trying to be realistic about their investment. Having a non-rosy interpretation of specific events is fine. Unsupported opinions and moaning about our overall state of affairs is not helpful. We're not doing the same thing over and over. Each day is different and the game can change dramatically with the morning's news. As has been said many times on this board, don't bet more than you can afford to lose. If you don't, the possibility of the ship going down is much less frightening. Ain't that the truth. I can afford to lose it but don't want but do if this starts to trend downward I def have to trim my position thats in the green. Specifically for sanity purposes.
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Post by centralcoastinvestor on Jun 17, 2016 9:28:42 GMT -5
Being a veteran of the Yahoo Message Board, I am pleased that the exchange of ideas on this site is civil. I am sure that is due to having great moderators making sure things don't get out of hand. I am generally a "glass half full" kind of person. As much as I hate to admit it, I need to hear how the "glass is half empty" side of things to keep my viewpoint of MannKind balanced. I do know that it's nice not to have my mother called names when I express my opinion here.
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Post by Deleted on Jun 17, 2016 10:22:36 GMT -5
said differently reverselo, what we really want are sales. Afrezza sales. Technosphere contracts. All I want is Afrezza sales. This is the only reason I am invested in MNKD. I something comes about with Technosphere that thats awesome. i am not betting on it.
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Post by kbrion77 on Jun 17, 2016 10:41:05 GMT -5
With the new sales team up and running, we should start to see very modest growth in NRx in July and August. Salesforce and Nurse educators will likely go back to the docs that strongly supported Afrezza during the Sanofi era to help jump start the process. September and October should tell us if things are really starting to work. The challenge will be cash and share price. Strong prescription growth means hope which could increase share price but given Mannkinds history, there always appears to be an exceptional amount of inertia and gravity weighing on the stock. While the projection is enough cash to get through the end of 2016 I think the burn will be higher than anticipated and cash will be needed mid-late Nov and the company can't wait until they have a few weeks cash on hand to raise more. $40 - $50mm more in non-dilutive cash could get us far enough along to move share price to the point where selling another 20mm shares while dilutive could get us north of $100mm and then our collective backs would not be to the wall and any other negotiations could take place from a better position. If NRx doesn't show good growth in Sept / Oct, lights out. That's the bottom line. They are already working with about 100 NRx today and with a dedicated sales force and proper support channels if they can't ramp up quicker than those early Sanofi numbers by October it is not going to be pretty.
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Post by agedhippie on Jun 17, 2016 13:08:47 GMT -5
If NRx doesn't show good growth in Sept / Oct, lights out. That's the bottom line. They are already working with about 100 NRx today and with a dedicated sales force and proper support channels if they can't ramp up quicker than those early Sanofi numbers by October it is not going to be pretty. Oddly that wouldn't bother me as I don't expect the sales to ramp up that fast. Getting in front of endos may prove to be problematic for the sales force. There are a limited number of time slots and the competition are both a known quantity and have multiple drugs to show in a slot. Mannkind is the new kid on the block and has only one product but still takes up a slot so there may be some reluctance to schedule them. I am not sure what the impact of using a contract sales force will be either as they probably don't have the relationships in place that the dedicated sales force do (I have no idea if this is a real issue but I guess others do). All in all I think this takes time and I'm looking towards mid to late 2018 to see serious progress.
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Post by bradleysbest on Jun 17, 2016 14:08:53 GMT -5
Unless some unforeseen cash comes our way , no way can MNKD survive until 2018! I am hopeful we can get to the 1000 script mark by Dec 31, 2016.... The sales team needs to open these dinosaur doctors eyes !
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