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Post by cm5 on Aug 2, 2016 20:53:39 GMT -5
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Post by dcassidy1618a on Aug 2, 2016 22:35:20 GMT -5
Read it? I was one of the posters on that thread! I have read the original sale detail between Pfizer and Mannkind as well. Looking at the last 10-Q, I see no mention of Pfizer anywhere. I also couldn't find any reference to any other insulin inventory other than that provided by Amphastar. How is MNKD accounting for the Pfizer insulin? |
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Post by audiomr on Aug 3, 2016 15:51:37 GMT -5
"So many people have written how they have faith in MNKD as an investment, as Nate is so into it. Yet Nate's due diligence in MNKD seems spotty at best. Read more: mnkd.proboards.com/post/new/5915#ixzz4G8flMnAU" Why. because there is obviously a concerted effort here by big pharma shorting this at ridiculous interest rates to try and bk the company. I'll bet hamburg was on the take for this along with skreli. Both are are having tuff times now for there hanky pank. It's around 7% now - not ridiculous rates. And when it was much higher shorts did better than anyone holding shares (like myself). No proof at all that it is some "conspiracy by B.P. to kill a company" although a few investors feel better thinking that so they don't look at themselves as having made a mistake (unfortunately myself included for a couple months). Not sure if you still post on ymb, but since the ignore button went away I haven't looked at it because of posts like this. Ignore button is still available on YMB, just inconspicuous. Click the three dots to the right of a post and you'll get the report and ignore (now called "mute") options. Seems like hardly anyone with a fully functioning brain posts there anymore, though. Agree with your assessment of the BP conspiracy theory. |
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Post by audiomr on Aug 3, 2016 15:56:53 GMT -5
Read it? I was one of the posters on that thread! I have read the original sale detail between Pfizer and Mannkind as well. Looking at the last 10-Q, I see no mention of Pfizer anywhere. I also couldn't find any reference to any other insulin inventory other than that provided by Amphastar. How is MNKD accounting for the Pfizer insulin? The Pfizer insulin was paid for long ago, and I think Mannkind has written it down. It's of no value unless it can be sold to someone else or Mannkind does trials to submit to FDA for approval of Afrezza made with that insulin. |
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Post by anderson on Aug 3, 2016 18:46:51 GMT -5
Read it? I was one of the posters on that thread! I have read the original sale detail between Pfizer and Mannkind as well. Looking at the last 10-Q, I see no mention of Pfizer anywhere. I also couldn't find any reference to any other insulin inventory other than that provided by Amphastar. How is MNKD accounting for the Pfizer insulin? The info you are looking for is not in the 10-Q it was addressed in a Q&A session of a share holders meeting. www.youtube.com/watch?v=8PcEHw5P71Y&t=41m17sNot sure if there is a transcript of that around someplace or not. Quote from video: Al Mann- "there is enough in the freezer to do about 10 million patient years......" |
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Post by sportsrancho on Aug 7, 2016 10:55:44 GMT -5
Nate on ST: July 30
As far as eventual valuations go, I continue to believe a mkt cap of $4-$6B is appropriate based on TODAY'S situation with the potential to climb much higher as the years go by and new products emerge; company has to escalate to get there, but I think they will.
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Post by audiomr on Aug 8, 2016 12:24:47 GMT -5
Nate on ST: July 30 As far as eventual valuations go, I continue to believe a mkt cap of $4-$6B is appropriate based on TODAY'S situation with the potential to climb much higher as the years go by and new products emerge; company has to escalate to get there, but I think they will. This guy is off his rocker. The UFC just sold for 4 billion which is the most populars style of ffighting entertainment out there. Think about all the people involved and how much money it generates. Successful fund managers don't waste time charging investors for stock picks. They don't think the only shorts out there are on yahoo message board or stock Twits. Christ do you think any waste time fighting with them on social media? Don't invest more then you can lose or what won't let you sleep at night but this is the only investment that comes around once a life time. Seriously what do you think that's going to cause people to do. I'm not saying he is a bad guy but people should def be very Leary of what he says. UFC is a niche market, and a pretty small one. An event might draw 2 or 3 million viewers. |
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Post by Deleted on Aug 8, 2016 12:34:22 GMT -5
UFC was a niche market. However I wouldnt call anything that sells for 4 billion a niche. Would any share holder be opposed to Afrezza selling for 4 billion right now? 2-3 million viewers is small potatoes?
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Post by agedhippie on Aug 8, 2016 12:35:52 GMT -5
Nate on ST: July 30 As far as eventual valuations go, I continue to believe a mkt cap of $4-$6B is appropriate based on TODAY'S situation with the potential to climb much higher as the years go by and new products emerge; company has to escalate to get there, but I think they will. I'm not clear. Is he saying that a market cap of $4-$6B today, or based on Afrezza alone eventually? If the former then he is clearly insane, if the latter then I think that's more plausible although it implies a $8 to $12 price which is definitely a long term goal. |
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Post by sportsrancho on Aug 8, 2016 12:54:35 GMT -5
Nate on ST: July 30 As far as eventual valuations go, I continue to believe a mkt cap of $4-$6B is appropriate based on TODAY'S situation with the potential to climb much higher as the years go by and new products emerge; company has to escalate to get there, but I think they will. I'm not clear. Is he saying that a market cap of $4-$6B today, or based on Afrezza alone eventually? If the former then he is clearly insane, if the latter then I think that's more plausible although it implies a $8 to $12 price which is definitely a long term goal. 30pps in 5 years, if we escalate. |
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Post by brentie on Aug 8, 2016 15:17:56 GMT -5
Sounds like a job for Sportsrancho...
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Post by mannmade on Aug 8, 2016 15:42:07 GMT -5
Sounds like a job for Sportsrancho... Yes please share if you have any such information. I have been working with a person who has been trying to get her 15 year old son on to AFREZZA since I met with her and introduced her to it back in November. She will fly anywhere in the country but so far we have approached several doctors including a couple who prescribe AFREZZA and they will not prescribe to anyone under 18. TY! |
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Post by sportsrancho on Aug 8, 2016 18:36:48 GMT -5
Sounds like a job for Sportsrancho... I was working on this during the CC. As you guys know Tom got his first script from his mom's friend. ( Now husband in NY. ) It was mailed to him. But the Dr. is retried now. Tom's home town Endo that said no at first saw Jakes results and is now on board and wrote him a script a few months ago. But from what I've heard she won't wright a script unless you are her patient. Tom says that first: You have to have a relationship with your doctor, and that GP's will prescribe before Endo's will. |
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