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Post by mannkindly on Jan 12, 2017 16:46:11 GMT -5
Listened to Conference today. Matt said nothing about delisting. How about these ideas to generate cash and increase SP: -- Sell Global sales/marketing rights to some regional phrama players. (MNKD cannot run a global sales team) -- Sale of Danbury plant / land to phrama company. (Monetize the company and get out of real estate business. Do a lease-back) -- Sign an Epi deal with a phrama company. (Matt said this today that another TS product is necessary) -- Some White Knight event that yields big bucks. Overall, I can't believe that Mike C. and the new H.R. guy (both from Amgen) would be so fired-up about joining MNKD. They know something we don't. And delisting is NOT happening. |
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Post by kc on Jan 12, 2017 17:15:21 GMT -5
They signal to each other what is happening. They feel the rumblings and vibrations of the change of direction. Don't kid yourself that the Money Markets don't know what is about to happen. That is Why MannKind has to go to programs like JPM they have to interest and excite Accredited investor and analysts as to where we are heading. Hopefully we are at the low point as our institutional investors are down to about 15.5% from a high 18 months ago of 25%. That could turn very fast and would drive the share price upwards.
Matt's comments on the transcript is very good:
"So moving right along, I mean, this is obviously a very important product. It’s a transformational product in our minds and its meeting what I think is a single most important medical problem we have today in the world. It’s the second largest drug expense globally and it only becomes in second if you lump all of the oncology products together. If you take any single oncology product I think we come out in front, but clearly just the drugs to address this problem were a $48 billion market globally. That said, even in spite of the fact that we have had a number of new products coming to market since ‘05, I think the last count I saw was about 40 new products coming to market, we are still doing not a very good job of addressing this very serious problem. Most people do not get to the targeted goals for A1c. In fact, there is over 10 million in the U.S. alone who are not reaching goal. And greater than 50%, even with the best treatments we have today do not reach their less than 7% HbA1c goals. So clearly, we need some changes. We think for us it does that very nicely "
Look at the users and their A1C levels dropping where others prior to Afrezza are still high. Afrezza Works. |
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Post by sportsrancho on Jan 12, 2017 17:23:14 GMT -5
They signal to each other what is happening. The feel the rumblings and vibrations of the change of direct. Don't kid yourself that the Money Markets don't know what is about to happen. That is Why MannKind has to go to programs like JPM they have to interest and excite Accredited investor and analysts as to where we are heading. Hopefully we are at the low point as our institutional investors are down to about 15.5% from a high 18 months ago of 25%. That could turn very fast and would drive the share price upwards. 100% agree |
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Post by falconquest on Jan 12, 2017 17:58:20 GMT -5
Listened to Conference today. Matt said nothing about delisting. How about these ideas to generate cash and increase SP: -- Sell Global sales/marketing rights to some regional phrama players. (MNKD cannot run a global sales team) -- Sale of Danbury plant / land to phrama company. (Monetize the company and get out of real estate business. Do a lease-back) -- Sign an Epi deal with a phrama company. (Matt said this today that another TS product is necessary) -- Some White Knight event that yields big bucks. Overall, I can't believe that Mike C. and the new H.R. guy (both from Amgen) would be so fired-up about joining MNKD. They know something we don't. And delisting is NOT happening. Zzzzzz...........zzzzzzzz.........zzzzzzz Wake me up when something actually happens. Do you know how long we've heard about foreign agreements? I want to hear about things that happen not things that are going to happen. It's been "going to happen" far too long. |
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Post by Deleted on Jan 12, 2017 18:01:21 GMT -5
Were there any anlaysts questions afterwards
Didnt listen or read
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Post by peppy on Jan 12, 2017 18:03:03 GMT -5
Were there any anlaysts questions afterwards Didnt listen or read no question/answer period. |
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Post by Deleted on Jan 12, 2017 18:04:42 GMT -5
There was last year right?
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Post by peppy on Jan 12, 2017 18:08:29 GMT -5
There was last year right? was it last year we lost all our analysts? there may have been one (one question) last year.
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Post by therealisaching on Jan 12, 2017 18:30:21 GMT -5
Were there any anlaysts questions afterwards Didnt listen or read no question/answer period. There was, but it was in a break out session afterward |
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Post by agedhippie on Jan 12, 2017 18:43:24 GMT -5
Listened to Conference today. Matt said nothing about delisting. How about these ideas to generate cash and increase SP: -- Sell Global sales/marketing rights to some regional phrama players. (MNKD cannot run a global sales team) -- Sale of Danbury plant / land to phrama company. (Monetize the company and get out of real estate business. Do a lease-back) -- Sign an Epi deal with a phrama company. (Matt said this today that another TS product is necessary) -- Some White Knight event that yields big bucks. Overall, I can't believe that Mike C. and the new H.R. guy (both from Amgen) would be so fired-up about joining MNKD. They know something we don't. And delisting is NOT happening. - I don't think overseas sales is a survivable experience at this point. The price is about 10% of the US price so the margins may well not be there. It doesn't do any harm to look but unless someone is going to pay a lot of cash for the rights I don't see this happening. - Danbury sale and leaseback. Unfortunately Danbury has a mortgage that is the security for the Deerfield debts so it cannot be sold. - Epi deal. Maybe but it's a crowded field. - White knight. Basically we would like something wonderful to happen for no good reason (please)  Delisting is not an issue as they can do a reverse split. However I think this is a race against time and I cannot now see how we avoid that reverse split. To an extent I am not that upset as I am sitting on a small profit (following a whopping loss when Sanofi exited) but right now I think I am going to halve my position, wait for the reverse split, and get back in once the carnage from that event settles down. I reckon there will be a hefty drop but that it will recover from that bottom over the following months so that should get me in at a good entry price. In two or three months time we will have a better view of sales as well. |
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Post by almannlives on Jan 12, 2017 19:05:36 GMT -5
Totally agree with Falconcrest 96% of the posts here are just pure speculation. This has been a nightmare for me personally worst decision of my life investing in mnkd. Scripts should be much higher than they are Matt has had plenty of time to correct this and hasn't. I say it's time for a new CEO.
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Post by cjc04 on Jan 12, 2017 20:11:55 GMT -5
Totally agree with Falconcrest 96% of the posts here are just pure speculation. This has been a nightmare for me personally worst decision of my life investing in mnkd. Scripts should be much higher than they are Matt has had plenty of time to correct this and hasn't. I say it's time for a new CEO. 1st two sentences are my thoughts exactly (other than the fact that without my involvement in this, my wife wouldn't have had this life changing experience being on Afrezza) 2nd two sentences, dumbest thing I've ever heard.... Matt took over this shitstorm as CEO as the last resort, didn't ask for it, and has somehow gotten us to this point of having a shred of hope to succeed. If you ever get your money back, you owe Matt more than anyone!! |
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Post by cjc04 on Jan 12, 2017 20:22:56 GMT -5
Listened to Conference today. Matt said nothing about delisting. How about these ideas to generate cash and increase SP: -- Sell Global sales/marketing rights to some regional phrama players. (MNKD cannot run a global sales team) -- Sale of Danbury plant / land to phrama company. (Monetize the company and get out of real estate business. Do a lease-back) -- Sign an Epi deal with a phrama company. (Matt said this today that another TS product is necessary) -- Some White Knight event that yields big bucks. Overall, I can't believe that Mike C. and the new H.R. guy (both from Amgen) would be so fired-up about joining MNKD. They know something we don't. And delisting is NOT happening. - I don't think overseas sales is a survivable experience at this point. The price is about 10% of the US price so the margins may well not be there. It doesn't do any harm to look but unless someone is going to pay a lot of cash for the rights I don't see this happening. - Danbury sale and leaseback. Unfortunately Danbury has a mortgage that is the security for the Deerfield debts so it cannot be sold. - Epi deal. Maybe but it's a crowded field. - White knight. Basically we would like something wonderful to happen for no good reason (please) Delisting is not an issue as they can do a reverse split. However I think this is a race against time and I cannot now see how we avoid that reverse split. To an extent I am not that upset as I am sitting on a small profit (following a whopping loss when Sanofi exited) but right now I think I am going to halve my position, wait for the reverse split, and get back in once the carnage from that event settles down. I reckon there will be a hefty drop but that it will recover from that bottom over the following months so that should get me in at a good entry price. In two or three months time we will have a better view of sales as well. Aged,,,, I agree with almost everything in your realistic response to his post..., the one thing I'm not understanding is your timeline and market cap..... you're talking about a few months from now to get back in, IMO, a few months from now our fate should be decided, kinda late to make a decision..... IF, a RS were to happen, and IF it came with nothing new to support it, and IF that caused a massive drop in the new sp, we would be talking about a MK of less than $200m.... again, IMO, if we ever got there (for more than a flash) then it's game over, so you're too late! |
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Post by agedhippie on Jan 12, 2017 20:32:58 GMT -5
- I don't think overseas sales is a survivable experience at this point. The price is about 10% of the US price so the margins may well not be there. It doesn't do any harm to look but unless someone is going to pay a lot of cash for the rights I don't see this happening. - Danbury sale and leaseback. Unfortunately Danbury has a mortgage that is the security for the Deerfield debts so it cannot be sold. - Epi deal. Maybe but it's a crowded field. - White knight. Basically we would like something wonderful to happen for no good reason (please) Delisting is not an issue as they can do a reverse split. However I think this is a race against time and I cannot now see how we avoid that reverse split. To an extent I am not that upset as I am sitting on a small profit (following a whopping loss when Sanofi exited) but right now I think I am going to halve my position, wait for the reverse split, and get back in once the carnage from that event settles down. I reckon there will be a hefty drop but that it will recover from that bottom over the following months so that should get me in at a good entry price. In two or three months time we will have a better view of sales as well. Aged,,,, I agree with almost everything in your realistic response to his post..., the one thing I'm not understanding is your timeline and market cap..... you're talking about a few months from now to get back in, IMO, a few months from now our fate should be decided, kinda late to make a decision..... IF, a RS were to happen, and IF it came with nothing new to support it, and IF that caused a massive drop in the new sp, we would be talking about a MK of less than $200m.... again, IMO, if we ever got there (for more than a flash) then it's game over, so you're too late! In the aftermath of a split I would probably look to get back in two weeks to a month after the split as long as it looked like a bottom. I reckon on 12 days from the split but that's just superstition on my part rather than hard science - it usually works for me though. |
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Post by cjc04 on Jan 12, 2017 21:53:34 GMT -5
Aged,,,, I agree with almost everything in your realistic response to his post..., the one thing I'm not understanding is your timeline and market cap..... you're talking about a few months from now to get back in, IMO, a few months from now our fate should be decided, kinda late to make a decision..... IF, a RS were to happen, and IF it came with nothing new to support it, and IF that caused a massive drop in the new sp, we would be talking about a MK of less than $200m.... again, IMO, if we ever got there (for more than a flash) then it's game over, so you're too late! In the aftermath of a split I would probably look to get back in two weeks to a month after the split as long as it looked like a bottom. I reckon on 12 days from the split but that's just superstition on my part rather than hard science - it usually w for me though. Ok, thank you,,,,,, but I'm still having trouble understanding your reasoning for what is an investible market cap for MNKD. You make it sound as thought after a RS (which is 50/50 if you're being honest) the sp would drop 40% (assuming there wasn't any news supporting the RS) and it's then a great investment. IMO, either MNKD and/or Afrezza prove their true value, OR they fail...... which means a $10+Billion MC, or ZERO! So I don't understand your risk/reward for INVESTING in MNKD after a RS with a MC of $200m (assuming no news to support the RS, which would be a clear sign of desperation and the worst time to invest) and not investing now, with a MC of little more than $300M if you think there's even a possibility of Afrezza reaching the world like we all know it should. Are you telling me that a $200m MC for a $10B drug is a good investment, but a $310m MC is not? |
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