8/31/16 - nate's notes. sees 8-12 buckaroos coming possibl

[gamblerjag]

I apologize if this was posted before.  Nate's always been bullish but does think that MNKD can get to 8-12 bucks again rather quickly...  which if at 10 bucks would be a higher m/c then at SNY partenrship due to O/S.  We shall see 

www.notwallstreet.com/buying-mannkind-mnkd-afrezza-2-0-gets-underway-83116/

[cathode]

Thanks for posting this. Always interesting to read Nate's comments on the MannKind saga, even if they have remained essentially the same for a while, i.e. it is still a once-in-a-lifetime investment opportunity if scripts can pick up soon.

with Afrezza, patients are finding that they can feel confident keeping themselves “in range” for literally 24 hours a day… and, in the long run, this will not only result in them having a far lower risk of developing problems with their own eyes, kidneys, and feet, but it will also have the potential to save insurance companies a tremendous amount of money over the long-haul if they’re not having to pay for dialysis, amputations, and the like.

Do the insurance companies see the benefit yet? No… but I don’t see how it will elude them for much longer, especially as those companies who have agreed to cover Afrezza start to build – and take advantage of – their own data sets to work off of.

I think this is a little optimistic. Unfortunately health insurance companies in America don't always position themselves for long-term outlooks. They have quarterly earnings reports just like everyone else. By the time some of these tragic conditions manifest themselves the insured customer has switched jobs and/or insurance plans. This has been compounded by the Affordable Care Act. Health insurance isn't health care. These are publicly-traded companies that seek to maximize profit, pretty much without exception.

I am happy that MannKind has put the focus on patients and doctors so far. Who knows what they are doing with insurance companies, but I think it has to be a bottom-up approach to gain any footing.

[nylefty]

I suspect that Nate has a far better record when it comes to stock forecasting than any of the gloom-and-doom posters here. And notice what Nate said on August 12th:
"...it might not be until near the end of the year that we finally start to see the sorts of “meaningful” numbers that will help to put the debt (and therefore “survival”) question to rest once and for all."

[Deleted]

I give him credit for openly sticking to his guns.

[thekindaguyiyam]

One thing was that he makes a clear distinction between Afrezza's success from Mannkind.  Afrezza's success would prove Technosphere; how can that not be a catapult for MNKD and it's 1000 patents?  I suppose that's why he put an 8 - 12 buckeroo target on it.   I'd hate to see MNKD have to give up ownership Afrezza though, to survive.  At this point; anything can happen and will show relatively shortly.  I liked the remark Nate made about the "analysts" having to start over again.  Reset. Think happy thoughts.. like there's some justice in the universe... and we get some.

[mannmade]

Justice... Now there's a concept...