|
|
Post by longliner on Jan 25, 2017 11:56:42 GMT -5
I agree Aged, R/S is avoidable. Good luck with that re-entry plan. (6)
|
|
|
|
Post by orlon on Jan 25, 2017 16:31:03 GMT -5
Since approval to now, diminished sales which led to decreased revenue, which led to decreased production, which led to decreased confidence, etc. I'll believe the ads when I see them. I've held this stock for quite awhile and still believe in the product...but there are a lot of factors working against Mannkind such as big pharma and industries built on producing delivery of insulin the same way since 1933(?) I can't help but notice the degree of pessimism recently about RS or delisting. I'm afraid I'm one. Put me down for 2/2.
|
|
|
|
Post by BlueCat on Jan 25, 2017 16:31:15 GMT -5
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..
Good points all. Agree on R/S - generally. Though I forget who, but someone in some thread did list out a few examples where stockholders did swimmingly after a R/S. My concern there is unless it had the magic effect of instant flambee every short out there is that by the time the price would get high enough with my then resulting small stake would mean that only my progeny would likely benefit from any upside. I'd much rather see a large deal and a buyback to dramatically reduce pool, instead of R/S and more dilution. Fantasy, I know. Oy. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 25, 2017 19:13:00 GMT -5
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! Im far from an expert on options but why not try and play a event or timeline vs kicking the can down the road in hopes the company is successful. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 25, 2017 19:14:03 GMT -5
Afrezza is a 10 technosphere is a worthless and the true value of Afrezza comes down to the patient using it and I have no idea how to grade that
|
|
|
|
Post by sportsrancho on Jan 25, 2017 19:20:42 GMT -5
I thought I was playing an event? And who can time MNKD? I'm open to suggestions:-)
|
|
|
|
Post by sayhey24 on Jan 25, 2017 19:40:31 GMT -5
I thought I was playing an event? And who can time MNKD? I'm open to suggestions:-) Patience is short these days as Vdex sputters, scripts are heading in the wrong direction and cash is getting short while Matt still seems not to have any worries. I have MNKD today at a 2.5 but there is no doubt nothing on the market or in any BP pipeline works like afrezza so there is still lots of hope. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 25, 2017 19:54:42 GMT -5
I thought I was playing an event? And who can time MNKD? I'm open to suggestions:-) Patience is short these days as Vdex sputters, scripts are heading in the wrong direction and cash is getting short while Matt still seems not to have any worries. I have MNKD today at a 2.5 but there is no doubt nothing on the market or in any BP pipeline works like afrezza so there is still lots of hope. are we still sure google / verily isnt backing vdex? |
|
|
|
Post by BlueCat on Jan 25, 2017 20:06:09 GMT -5
I thought I was playing an event? And who can time MNKD? I'm open to suggestions:-) Since I can't double-thumbs-up-like, here it is:  |
|
|
|
Post by mango on Jan 25, 2017 20:37:19 GMT -5
10
|
|
|
|
Post by gamblerjag on Jan 25, 2017 20:53:49 GMT -5
.684447562 like the bid/ask for what seems like forever!!
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 26, 2017 9:57:26 GMT -5
I thought I was playing an event? And who can time MNKD? I'm open to suggestions:-) You are but how many of these have expired on you in previous years? I guess I meant to say play a contrarian event vs the January 1st (maybe this year will be the year) calls. |
|
|
|
Post by roguesuerte on Jan 26, 2017 11:01:49 GMT -5
I am thinking a three, but I am hoping I am wrong here to the tune of over 6 figures. I have been averaging down since like 7 bucks, but at this point I am becoming more pessimistic. I definitely think Sanofi purposely stifled the launch after Viebacher left, but MNKD managements efforts to market Afrezza have almost non-existent.If it were not for the awesome but few select patient advocates nobody would know about Afrezza. I think that the value of Technosphere will be somewhat minimal given the perceived interest in inhalables via Afrezza scripts. I think management has to act fast to promote awareness via internet ads, print ads, and hopefully tv ads to get script numbers up, or we are done. I still have confidence in Afrezza, and based on the many testimonials and it still has the potential to be a blockbuster and game-changer within the diabetes space, but without more exposure its potential will likely remain unrealized.
|
|
|
|
Post by majorwood on Jan 26, 2017 12:54:26 GMT -5
11 Tremendous confidence that this co will succeed on multiple fronts.
|
|
|
|
Post by promann on Jan 26, 2017 13:07:25 GMT -5
11 Tremendous confidence that this co will succeed on multiple fronts. I like your confidence but I think 10 is the max.. I will vote a 9.9 there is that 1/100th chance that a cure will come out better then Afrezza before it succeeds |
|
