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Post by trondisc on Jul 19, 2016 2:37:44 GMT -5
I know I'm going to get voted down for the reality check to everyone I'm about to write but before you say Neigh! consider this: in a few weeks I will celebrate my $3.20 cost basis bagholder status with not a single shared sold and THUS I qualify as a certified LONG.
Longs...do you really think MannKind can survive solo? Despite Afrezza insurance script coverage improving & affordable price reductions doctors are reluctant given the whole spirometry (sp??) disclaimer testing; almost feels like they are (too) LAZY despite patients demanding access to Technosphere superiority. 1000 scripts will take years unless than can get convert more doctors faster/frequently with their unquestionable Afrezza trend setting (scientifically proven!) results vis a vis further advocates like the ADA 2016 converts, JDRF under 18 clinical trials partnership, etc.
MNKD's uphill battle appears as a relentless Syphusian task from the above conclusions drawn. I hereby declare MannKind's only options are buyout in 1-2 years or BK. Unfortunately these options are pretty damn narrow. Bring on the haters EVEN though I'm a stuckholder since 2015. Price is truth LONGS...we are barely holding 1.00-1.20.
If MNKD sold all their IP/physical distribution plants/etc for 7-10 billion I would just vote "YES" as a shareholder. I'm done with management's charade. How the hell does Afrezza, a benchmark above ANY other insulin, not survive? The fact that this doesn't make sense WHATSOEVER should spook ANY Long.
This Charles Schwab upgrade is pointless & just temporarily inflates MNKD's share price.
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Post by patten1962 on Jul 19, 2016 5:52:21 GMT -5
I know I'm going to get voted down for the reality check to everyone I'm about to write but before you say Neigh! consider this: in a few weeks I will celebrate my $3.20 cost basis bagholder status with not a single shared sold and THUS I qualify as a certified LONG. Longs...do you really think MannKind can survive solo? Despite Afrezza insurance script coverage improving & affordable price reductions doctors are reluctant given the whole spirometry (sp??) disclaimer testing; almost feels like they are (too) LAZY despite patients demanding access to Technosphere superiority. 1000 scripts will take years unless than can get convert more doctors faster/frequently with their unquestionable Afrezza trend setting (scientifically proven!) results vis a vis further advocates like the ADA 2016 converts, JDRF under 18 clinical trials partnership, etc. MNKD's uphill battle appears as a relentless Syphusian task from the above conclusions drawn. I hereby declare MannKind's only options are buyout in 1-2 years or BK. Unfortunately these options are pretty damn narrow. Bring on the haters EVEN though I'm a stuckholder since 2015. Price is truth LONGS...we are barely holding 1.00-1.20. If MNKD sold all their IP/physical distribution plants/etc for 7-10 billion I would just vote "YES" as a shareholder. I'm done with management's charade. How the hell does Afrezza, a benchmark above ANY other insulin, not survive? The fact that this doesn't make sense WHATSOEVER should spook ANY Long. This Charles Schwab upgrade is pointless & just temporarily inflates MNKD's share price. Question, how do you know doctors are Reluctant? Do you work in healthcare? Spirometry is a billable service. Netting about $70 every time a Physician performs this test. As far as lazy, it's not the Physicians doing the test it's his/her's Medical Assistant. I understand your bitterness owning this stock at $3.20 ps. My take is I am investing in a startup BP Co. MannKind has a few things going for them; 1. RLS 2. SANOFI EXIT MONEY 3. OVERSEAS Future sales. Not going to find many stocks at a $1.00 with this potential. |
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Post by lakon on Jul 19, 2016 13:06:25 GMT -5
interesting: Cash Flow improved? Wonder where/what that comes from. Cash flow improves as current prescriptions and future transition to MNKD branded product because revenue goes to MNKD instead of the partnership to be divided up by SNY on their time/cost basis. |
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Post by cretin11 on Jul 19, 2016 15:53:27 GMT -5
interesting: Cash Flow improved? Wonder where/what that comes from. Cash flow improves as current prescriptions and future transition to MNKD branded product because revenue goes to MNKD instead of the partnership to be divided up by SNY on their time/cost basis. Good point lakon, and that makes sense as to where that comes from. But doesn't it seem premature and presumptuous to bump up the Cash Flow category to "improved" based upon the prediction/hope that scripts rise to the level of even providing significant cash flow? But i sure hope that's what they're saying, and more importantly that they have solid basis for believing it. I don't have access to the full report but would like to know details if anybody can share. |
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Post by Deleted on Jul 19, 2016 17:17:22 GMT -5
I know I'm going to get voted down for the reality check to everyone I'm about to write but before you say Neigh! consider this: in a few weeks I will celebrate my $3.20 cost basis bagholder status with not a single shared sold and THUS I qualify as a certified LONG. Longs...do you really think MannKind can survive solo? Despite Afrezza insurance script coverage improving & affordable price reductions doctors are reluctant given the whole spirometry (sp??) disclaimer testing; almost feels like they are (too) LAZY despite patients demanding access to Technosphere superiority. 1000 scripts will take years unless than can get convert more doctors faster/frequently with their unquestionable Afrezza trend setting (scientifically proven!) results vis a vis further advocates like the ADA 2016 converts, JDRF under 18 clinical trials partnership, etc. MNKD's uphill battle appears as a relentless Syphusian task from the above conclusions drawn. I hereby declare MannKind's only options are buyout in 1-2 years or BK. Unfortunately these options are pretty damn narrow. Bring on the haters EVEN though I'm a stuckholder since 2015. Price is truth LONGS...we are barely holding 1.00-1.20. If MNKD sold all their IP/physical distribution plants/etc for 7-10 billion I would just vote "YES" as a shareholder. I'm done with management's charade. How the hell does Afrezza, a benchmark above ANY other insulin, not survive? The fact that this doesn't make sense WHATSOEVER should spook ANY Long.
This Charles Schwab upgrade is pointless & just temporarily inflates MNKD's share price. — Your post reeks of deception and fear mongering. — Most clinics that I personally know of already have a spirometer. And like patten1962 pointed out, it is not the providers conducting the test, it is a nurse, and it literally takes < 5 minutes to instruct and perform. And the clinic profits from the billing for the test. — Most providers and diabetic patients still do not know the word Afrezza. Introducing change takes time. To claim Afrezza is already dead is a flat out lie. — Thankfully, some here are not naive or ignorant enough to buy what you're selling. |
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Post by Deleted on Jul 19, 2016 18:01:14 GMT -5
Deception and fear mongering? People dont know about afrezza after 10 yrs of trials and two yrs after fda approval? Everyone has spiro when last year hardly anyone seemed to have it? lol....laughable. Two yrs ago I preached over and over that its all about sales and was shouted down with responses like yours. Last year I was shouted down when I raised the concern about scripts sucking really bad with responses like yours. What will people like you say next year when mnkd runs out of money or is forced to take another round of terrible financing? Make no mistake, thats whats coming. The only deception at this point comes from comments like yours.
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Post by Deleted on Jul 19, 2016 19:25:26 GMT -5
Deception and fear mongering? People dont know about afrezza after 10 yrs of trials and two yrs after fda approval? Everyone has spiro when last year hardly anyone seemed to have it? lol....laughable. Two yrs ago I preached over and over that its all about sales and was shouted down with responses like yours. Last year I was shouted down when I raised the concern about scripts sucking really bad with responses like yours. What will people like you say next year when mnkd runs out of money or is forced to take another round of terrible financing? Make no mistake, thats whats coming. The only deception at this point comes from comments like yours. • People dont know about afrezza after 10 yrs of trials and two yrs after fda approval? — No. Believe it or not, but the vast majority of the population have not heard of Afrezza and they also do not keep up with the lastest FDA clinical trials. — Sanofi deliberately did a piss poor job marketing and selling Afrezza because they had to focus all of their attention on Toujeo since Lantus lost patent protection, and they were facing a future of potentially losing an enormous amount of money. — Sanofi was to be responsible for Afrezza's global commercialization along with all the regulatory and developmental responsibilities, including clinical trials. —MannKind's Afrezza and drug delivery technology was a direct threat to Sanofi's diabetes space. —Sanofi relies on needles and MannKind created a future that didn't include needles. • Last year I was shouted down when I raised the concern about scripts sucking really bad with responses like yours. — Some of the reasons for last year's poor performance are in my comments above. — Excluding the number of sales reps and the amount of money at Sanofi's disposal, MannKind has personally put Afrezza in a better position than it was last year. Revolutionary changes take time. MannKind literally just started their re-launch of Afrezza and you are already claiming they will go bankrupt and fail. • What will people like you say next year when mnkd runs out of money or is forced to take another round of terrible financing? Make no mistake, thats whats coming. — Personally, that is not how I see MannKind's future. |
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Post by 4allthemarbles on Jul 19, 2016 20:10:29 GMT -5
My own personal ranking has MNKD at a B....S. That is, a dollar per share is complete BS. FDA approved game-changing drug on the market about to start selling by a vendor that cares/understands it...and it's a friggin dollar. multiplied by 480 million shares + 50 million warrants.. so close to 530 million market cap with yearly sales of less than 10 mil close counter argument .. I do know the future potential but at this moment , market is saying that Mnkd is worth half a billion dollars This is a fair statement by sekc4.... There's a ton of potential, but it's still worth half a billion dollars, based on 10 mil in sales. Those are the numbers on paper. of course, when we start selling a ton of scrips, the future will look bright |
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Post by 4allthemarbles on Jul 19, 2016 20:16:52 GMT -5
Got cut off. Scrips will take time. Uphill battle, sure (or at least a difficult start). Impossible- no way.
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Post by sweedee79 on Jul 20, 2016 14:45:21 GMT -5
Deception and fear mongering? People dont know about afrezza after 10 yrs of trials and two yrs after fda approval? Everyone has spiro when last year hardly anyone seemed to have it? lol....laughable. Two yrs ago I preached over and over that its all about sales and was shouted down with responses like yours. Last year I was shouted down when I raised the concern about scripts sucking really bad with responses like yours. What will people like you say next year when mnkd runs out of money or is forced to take another round of terrible financing? Make no mistake, thats whats coming. The only deception at this point comes from comments like yours. I don't know if its deception and fear mongering... but it surely is negative.. I'm down too... so are a lot of others here, but I don't see how that kind of post helps anything.. and if that is the way its seen maybe a different investment is right for you.. We all knew going in this was a speculative investment .. no one knew that SNY would handle things so poorly... Things are what they are.. either you sell or you hold.. those are our choices.. nothing we can do about the past .. I do know I'm happy with the direction the company is taking .. and it is very possible they can succeed.. they certainly seem motivated to do so. it isn't going to be easy.. we all know that... |
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Post by Deleted on Jul 20, 2016 18:36:00 GMT -5
Thanks for that perspective sweedee. I'm an investor and while I do not bank billions I have banked millions on my investments over the years. Your sentiment comes from the hope of a promising product. My view comes from the hope of a successful investment. While they sound like they should be the same, thats not always the case. With mnkd, so far thats proving to be true. So thank you for not taking my commentary as a personal assault. Its not personal to me. My investments are widgets to be understood and mastered. With that lens, its simple math to me and has served me well over the years. Best of luck to you and all diabetics benefiting from agrezza. Inhaled insulin sure beats injections and I'm always glad to hear success stories from patients. But mnkd must translate that into a successful commercial operation and so far......well, you know the story.
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Post by Deleted on Jul 20, 2016 22:57:40 GMT -5
Thanks for that perspective sweedee. I'm an investor and while I do not bank billions I have banked millions on my investments over the years. Your sentiment comes from the hope of a promising product. My view comes from the hope of a successful investment. While they sound like they should be the same, thats not always the case. With mnkd, so far thats proving to be true. So thank you for not taking my commentary as a personal assault. Its not personal to me. My investments are widgets to be understood and mastered. With that lens, its simple math to me and has served me well over the years. Best of luck to you and all diabetics benefiting from agrezza. Inhaled insulin sure beats injections and I'm always glad to hear success stories from patients. But mnkd must translate that into a successful commercial operation and so far......well, you know the story. If it is not personal to you then why do you take the time to mention how much money you have made from investing and make it a point of yours to imply you have mastered the stock market and it is just simple math for you at this point? I have to assume you do not have an investment in MannKind currently, because if you did, then you would be contradicting yourself-especially the math part. |
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Post by oldfishtowner on Jul 21, 2016 8:29:56 GMT -5
interesting: Cash Flow improved? Wonder where/what that comes from. Cash flow improves as current prescriptions and future transition to MNKD branded product because revenue goes to MNKD instead of the partnership to be divided up by SNY on their time/cost basis. No. Cash flow will worsen as a result of MNKD getting 100% of Afrezza. Do not confuse cash flow with earnings. During the partnership MNKD charged its share of losses on Afrezza to the SNY loan facility and those losses did not affect cash flow. Now that the partnership has been dissolved, that loan facility is no longer available to MNKD, unless there is something we haven't been told. Thus, losses on Afrezza - 100% of losses, not just 35% - will impact cash flow. Until sales and margins improve enough to offset this, cash flow will be worse, not better as a result of the breakup. I think the "improved cash flow" refers to the cash received from the equity offering. |
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Post by mnkdorbust on Jul 21, 2016 9:13:30 GMT -5
Cash flow improves as current prescriptions and future transition to MNKD branded product because revenue goes to MNKD instead of the partnership to be divided up by SNY on their time/cost basis. No. Cash flow will worsen as a result of MNKD getting 100% of Afrezza. Do not confuse cash flow with earnings. During the partnership MNKD charged its share of losses on Afrezza to the SNY loan facility and those losses did not affect cash flow. Now that the partnership has been dissolved, that loan facility is no longer available to MNKD, unless there is something we haven't been told. Thus, losses on Afrezza - 100% of losses, not just 35% - will impact cash flow. Until sales and margins improve enough to offset this, cash flow will be worse, not better as a result of the breakup. I think the "improved cash flow" refers to the cash received from the equity offering. I would go as far as saying that 100% of MNKD's losses on going at it alone will be less than 35% of the losses it booked with SNY. SNY is big and inefficient (and crooks from my personal opinion) and MNKD is or better be lean and mean. I've worked in lean and mean situations and it's pretty spectacular what can get done. I've also worked in fat and slow big corporate situations where things can get done, it just takes 2 to 3 times the time and people. |
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Post by mechstan on Jul 21, 2016 9:50:59 GMT -5
If it is not personal to you then why do you take the time to mention how much money you have made from investing and make it a point of yours to imply you have mastered the stock market and it is just simple math for you at this point? I have to assume you do not have an investment in MannKind currently, because if you did, then you would be contradicting yourself-especially the math part. There are some caring friends who love to remind us of how poorly we have managed our investment in MNKD and how wise our friends have done otherwise. Our friends made money and we lost. They are players and we are played. They use brains and we use emotions.
Our friends just want to remind us that we are sheep following MNKD blindly into the abyss. Our loss is their gains. That's why it's personal.
It's just human nature to stomp on your fellow men and women while they're down. Mankind is great, isn't it.
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