|
Post by victoria on Oct 21, 2016 8:41:19 GMT -5
So. Up nearly 5% at 9.37am. Clearly the rise yesterday was not scripts and there was no news release yesterday. Maybe someone is buying in significantly but carefully to avoid too sharp a rise? Edit:11% at 9.42am albeit on low volume.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 21, 2016 8:43:23 GMT -5
and the day traders have it
|
|
|
Post by kbrion77 on Oct 21, 2016 8:45:03 GMT -5
and the day traders have it Agreed.
|
|
|
Post by novafett on Oct 21, 2016 8:45:07 GMT -5
Almost 2M shares already this morning!! (8:45CT)
|
|
|
Post by factspls88 on Oct 21, 2016 8:51:27 GMT -5
Almost 2M shares already this morning!! (8:45CT) Crazy stuff. Almost 2.9M now. Well I hope there's something mighty good and sustainable behind this. It's certainly not today's script numbers.
|
|
|
Post by centralcoastinvestor on Oct 21, 2016 8:54:36 GMT -5
So. Up nearly 5% at 9.37am. Clearly the rise yesterday was not scripts and there was no news release yesterday. Maybe someone is buying in significantly but carefully to avoid too sharp a rise? Edit:11% at 9.42am albeit on low volume. I am surprised that the price is up again this morning considering that the script number wasn't great.
|
|
|
Post by careful2invest on Oct 21, 2016 9:01:11 GMT -5
So. Up nearly 5% at 9.37am. Clearly the rise yesterday was not scripts and there was no news release yesterday. Maybe someone is buying in significantly but carefully to avoid too sharp a rise? Edit:11% at 9.42am albeit on low volume. I am surprised that the price is up again this morning considering that the script number wasn't great. I am surprised as well. Something must be driving this movement and volume. It's also surprising that with all of this new "transparency" promised by MNKD 2.0 that we shareholders are left in the dark. AGAIN! Matt and Mike, What have you got to say?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 21, 2016 9:10:14 GMT -5
and the day traders have it Agreed. Crazy how everything here has to be "soemthing else"
|
|
|
Post by kbrion77 on Oct 21, 2016 9:23:05 GMT -5
Crazy how everything here has to be "soemthing else" Yesterday and today were simply surprise buying or covering. Just can't explain to people enough that when there is news they will see it in a press release.
|
|
|
Post by compound26 on Oct 21, 2016 9:27:23 GMT -5
Mannkind just needs one catalyst, whether it is a cash settlement, a deal with upfront fee or a buy-out, or any other positive development.
For example, if Matt P. can ink a Epi deal with $250 million milestone payments in total (say first payment upon signing the deal, with the rest of the milestone payments expected to be received in every 6 months or so based on clinical and commercial developments), plus a 10% royalty in the net sales, then Mannkind's market cap will increase many fold overnight.
In such a case, if Epi inhalers get an annual sales of a billion dollar worldwide, then Mannkind will be worth 2 billion based on such Epi license deal alone.
If Epi inhalers get an annual sales of half a billion dollar worldwide, then Mannkind will be worth one billion based on such Epi license deal alone.
Mylan was able to ramp up the Epi-Pen sales from $200 million to a billion dollar in less than 10 years. I would think that will be very successful in marketing Epi-inhalers. They can even offer a combo of Epi-pen + Epi-inhaler with a discount.
And Mannkind will have enough cash to ramp up the Afrezza sales just based on such Epi license.
Based on the above, Mylan will make a good deal if they buy out Mannkind for 2-4 billion in all and save that $250 million milestone payments and use it to market Afrezza. With another two years' marketing, Afrezza should be able to firmly establish itself in the market.
Thus, for 2-4 billion in all, Mylan will have got Afrezza + Epi inhales + future income from the RLS deal + other TS technology/pipeline + tax credits worth one billion plus. That will be a good deal for Mylan.
|
|
|
Post by bwills on Oct 21, 2016 9:32:55 GMT -5
Mannkind just needs one catalyst, whether it is a cash settlement, a deal with upfront fee or a buy-out, or any other positive development. For example, if Matt P. can ink a Epi deal with $250 million milestone payments in total (say first payment upon signing the deal, with the rest of the milestone payments expected to be received in every 6 months or so based on clinical and commercial developments), plus a 10% royalty in the net sales, then Mannkind's market cap will increase many fold overnight. In such a case, if Epi inhalers get an annual sales of a billion dollar worldwide, then Mannkind will be worth 2 billion based on such Epi license deal alone. If Epi inhalers get an annual sales of half a billion dollar worldwide, then Mannkind will be worth one billion based on such Epi license deal alone. And Mannkind will have enough cash to ramp up the Afrezza sales just based on such Epi license. Based on the above, Mylan will make a good deal if they buys out Mannkind for 2-4 billion in all and save that $250 million milestone payments and use it to market Afrezza. With another two years' marketing, Afrezza should be able to establish itself in the market. Thus, for 2-4 billion in all, Mylan will have got Afrezza + Epi inhales + future income from the RLS deal + other TS technology/pipeline + tax credits worth one billion plus. That will be a good deal. Does it make sense to speculate about all that stuff when it looks like Mannkind can't figure out to sell insulin to over 30 million diabetics?
|
|
|
Post by MnkdWASmyRtrmntPlan on Oct 21, 2016 9:32:57 GMT -5
Mannkind just needs one catalyst, whether it is a cash settlement, a deal with upfront fee or a buy-out, or any other positive development. For example, if Matt P. can ink a Epi deal with $250 million milestone payments in total (say first payment upon signing the deal, with the rest of the milestone payments expected to be received in every 6 months or so based on clinical and commercial developments), plus a 10% royalty in the net sales, then Mannkind's market cap will increase many fold overnight. In such a case, if Epi inhalers get an annual sales of a billion dollar worldwide, then Mannkind will be worth 2 billion based on such Epi license deal alone. If Epi inhalers get an annual sales of half a billion dollar worldwide, then Mannkind will be worth one billion based on such Epi license deal alone. And Mannkind will have enough cash to ramp up the Afrezza sales just based on such Epi license. Based on the above, Mylan will make a good deal if they buy out Mannkind for 2-4 billion in all and save that $250 million milestone payments and use it to market Afrezza. With another two years' marketing, Afrezza should be able to firmly establish itself in the market. Thus, for 2-4 billion in all, Mylan will have got Afrezza + Epi inhales + future income from the RLS deal + other TS technology/pipeline + tax credits worth one billion plus. That will be a good deal. Interesting. So, what would our PPS be with that? (I'm not sure how many MNKD shares are outstanding).
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 21, 2016 9:39:49 GMT -5
Crazy how everything here has to be "soemthing else" Yesterday and today were simply surprise buying or covering. Just can't explain to people enough that when there is news they will see it in a press release. I got caught out there this morning trying to trade. My own fault I am watching my baby and took a work call and baam down 5% lol
|
|
|
Post by compound26 on Oct 21, 2016 9:42:23 GMT -5
Mannkind just needs one catalyst, whether it is a cash settlement, a deal with upfront fee or a buy-out, or any other positive development. For example, if Matt P. can ink a Epi deal with $250 million milestone payments in total (say first payment upon signing the deal, with the rest of the milestone payments expected to be received in every 6 months or so based on clinical and commercial developments), plus a 10% royalty in the net sales, then Mannkind's market cap will increase many fold overnight. In such a case, if Epi inhalers get an annual sales of a billion dollar worldwide, then Mannkind will be worth 2 billion based on such Epi license deal alone. If Epi inhalers get an annual sales of half a billion dollar worldwide, then Mannkind will be worth one billion based on such Epi license deal alone. And Mannkind will have enough cash to ramp up the Afrezza sales just based on such Epi license. Based on the above, Mylan will make a good deal if they buys out Mannkind for 2-4 billion in all and save that $250 million milestone payments and use it to market Afrezza. With another two years' marketing, Afrezza should be able to establish itself in the market. Thus, for 2-4 billion in all, Mylan will have got Afrezza + Epi inhales + future income from the RLS deal + other TS technology/pipeline + tax credits worth one billion plus. That will be a good deal. Does it make sense to speculate about all that stuff when it looks like Mannkind can't figure out to sell insulin to over 30 million diabetics? bwills One of the main reasons (of course not the only reason) that Mannkind is having difficulty in selling Afrezza is that people (and Endos in particular, as medicine is a very conservative industry where doctors are constantly threatened by malpractice suits) have reservations in using lung as a drug delivery channel for concern of lung function deterioration or increased likelihood of lung cancer. Though there is no clinical/trial data supporting such a concern, however, it is also very difficult to persuade them out of such concern. I think this is currently the elephant in the room among all the barriers to entry for Afrezza. As amply noted in the posts of agedhippie , mannmade and others when they had discussions with the endos. On the other end, we do not have this problem with an Epi-inhaler as it is used only very occasionally. Therefore, once it is proved effective and approved by FDA, the barrier for marketing will be much less than Afrezza. And of course, once it is approved, to fully realize its potential, we will need an experienced partner like Mylan to market it. In hindsight, maybe Mannkind would have a much better time if they had an Epi-inhaler as their first approved product instead of Afrezza.
|
|
|
Post by mnholdem on Oct 21, 2016 9:55:02 GMT -5
What do you think of Bayer with its Consumer Health division? That seems to be the rumor lately on some other MNKD forums. Bayer already has Claritin and they just may be interested in developing Epinephrine-TS.
|
|