Confidence in Mannkind stock

[falconquest]

I think it would be interesting if Pro-board members voiced their opinion about their confidence in Mannkind stock. I have full confidence in both Afrezza and Technosphere as products but not so much in our share price. So let us know your confidence level that Mannkind will avoid de-listing or a reverse split through 2017. One is no confidence and ten is full confidence. Perhaps if we get enough responses we can establish a sort of "confidence index" among pro-board members. (I have no idea how to make this work after the first rating but we can figure that out).

I will begin with a confidence rating of 3 

[afrezzamiracle]

Three sounds about right for the shares of stock. I'll second that. And I also agree that Technosphere technology is a perfect ten.

[nadathing]

As is I give Afrezza a 2. The market is juvenile diabetes IMO. Afrezza would be a 10 for juvenile T1's. I give TS a 1. It is obvious there is no interest from BP in partnering or pursuing an application with it. I am completely surprised, but this long after approval with no real partner tells the real story.

[mnkdfann]

Jan 24, 2017 20:26:10 GMT -5 falconquest said:

I think it would be interesting if Pro-board members voiced their opinion about their confidence in Mannkind stock. I have full confidence in both Afrezza and Technosphere as products but not so much in our share price. So let us know your confidence level that Mannkind will avoid de-listing or a reverse split through 2017. One is no confidence and ten is full confidence.

This thread will be a great convenience to members who want to block those members who diss the stock.

Perhaps this thread should be stickied?



(I'm joking!)

[dreamboatcruise]

I contemplated your question, but my head came very close to exploding so I had to terminate the process.

I HOPE the stock does well.

[sayhey24]

I would say afrezza's ability to mimic near-normal phase 1 & 2 insulin release with the use of a CGM is a 9.6. The CGM is need to measure prior to the meal and one or more times an hour after the first dose. This is too many finger pricks and too many strips. There are 5 markets for afrezza; the kids; T1 prandial; new T2 insulin therapy; longer term T2s out of control; and corrections for both T1s & T2s. Mannkinds ability to market to any of these markets todate I would say is a 0.2

I have big hopes that both IBM and Onduo will see that nothing can do what afrezza can do. But to be honest if MNKD partnered with Abbott for the libre and the PWD got the reader that would get them pretty far to the Onduo and IBM goal without all of what they are doing with the cloud. I would then rate MNKD as a 5.0 If they do partner with Onduo and/or IBM I give MNKD a 9.8

I also have big hopes for RLS. On the medical only once announced I give MNKD a 7.0 When combined with the recreational I give MNKD an 8.0

The way we are now with just hope, MNKD is a 2.5 With the epi if that becomes real I give MNKD a 3.5 If they sign some real international deal especially the $200M with Al's little country MNKD is a 7.0

[patten1962]

I am at a 4 for the next year. I am a 8 for a 6 play!

[sportsrancho]

I hope I'm wrong, but it sounds like we won't be able to avoid the RS. And delution later on.
That doesn't mean I think it will destroy the stock if sales pic up and there is a lot of excitement about the new ad campaign and TV.
There could be a great buying opportunity if we get shorted after the RS, (if that happens). I would then buy 2019 calls.
So the stock could be a 1 or a 10 depending on your timing. IMO.
Afrezza a 5, and Afrezza kids a 10!

[silentknight]

I would say I teeter between a 3 and a 4. Afrezza is an amazing product, but MNKD has failed to commercialize it over a journey rife with mistakes and misstatements that have driven the share price down to a whopping .67 cents per share. At the end of the day, the product of where we are is a result of management's decisions or lack of execution.

I tend to agree with nadathing on the TS value as well. TS is not a new technology and we've seen little to show for how revolutionary it is. We have an insulin they can't sell and a potential cannibis product we know nothing about. Those aren't ringing endorsements for TS and it's hard to imagine an Epi or hypertension application garnering much more success if they can't sell Afrezza better than they are currently. Companies could have scooped up TS years ago and they haven't. That's telling.

They would be at a 1 for me if not for the recent Sanofi settlement that cleaned up the balance sheet. But we still have debt coming due this year and we still have, for all intents and purposes, zero sales. There are potential beneficial events on the horizon (label change, pediatric approval, new sales staff/commercials) but where we are now, 3 or 4 is all I can muster.

[falconquest]

Thus far we are running at 3.2 as far as I can discern from the responses. I'll check again tonight.

[mnholdem]

Umm...

[akemp3000]

I put it at 8 based solely on the expectation that Matt and Mike know important things that we don't. IMHO...low ratings have to being based on past history and the limited information known which is certainly fine and makes this exercise worthy. My high rating considers that the efficacy is phenomenal, MKND is aggressively hiring, TV commercials are coming and hopefully international agreements are being finalized. Wish we knew.

[BlueCat]

Jan 25, 2017 9:50:49 GMT -5 akemp3000 said:

I put it at 8 based solely on the expectation that Matt and Mike know important things that we don't. IMHO...low ratings have to being based on past history and the limited information known which is certainly fine and makes this exercise worthy. My high rating considers that the efficacy is phenomenal, MKND is aggressively hiring, TV commercials are coming and hopefully international agreements are being finalized. Wish we knew.

I think there is the difference between the opportunity vs. execution.

For the past couple of years, retail investment has been made on the combination of the analyzed market opportunity and betting on what the exec teams knows and we don't.

IMO - What we do know now is that indeed, the exec team always knows/is up to something-  but it generally doesn't turn out the way they think, or we hope, for our stock price.  Now we hope Fortuna finally smiles upon and what mgt thinks will result, positively aligns with what they know they will do.


Whatever rating I give at this stage no longer impacts my investment, but definitively my financial outcome.   What I have is hope.  Better if I don't think too much about it.  I'll sleep better.

[agedhippie]

I don't a RS split is avoidable now, but I am certain we avoid delisting provided Matt doesn't wait to long to do the RS. I am relying on that RS for my re-entry point.

[sweedee79]

Before the SNY deal I give MNKD a 2 .... I think a lot was going on prior to that which we don't know about... I find it hard to believe that MNKD management didn't know there was something going on in the months before Afrezza was handed back to us....  Label change should have been pursued much much sooner...   perhaps even before a partner was found so that the product could have been marketed properly ..  I don't know if all of these things were even possible...  but boy has this been a fiasco.... 

Since we got Afrezza back I give MNKD an 8 ....   they have fixed as many problems as they could.. and are trying to fix the rest ...  the new packaging will be much better...  the old packaging made absolutely no sense at all...  whoever came up with that made things inconvenient....  They have also worked on promoting Afrezza within financial constraints.... hired an advertising firm, Precision Effect ...  and developed the Outsulin character ...   They have also hired two Amgen people..  Mike has brought a lot of excitement and optimism to the company ...   

However, unless they come with some really good news soon....  it is starting to look like an R/S is going to happen.  I'm not sure what my strategy is going to be.. Ive never seen an RS go well for investors.... and I don't like it...   nor am I crazy about dilution.. 

I give Afrezza a 9.5 for all possible markets.....  I think it is the best insulin available for every person with diabetes if used properly...  and if MNKD can somehow manage to get label change .. and pediatric tests finished ...   and also get more funding so we can do advertising I think MNKD has a good chance of making it..