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Post by MnkdWASmyRtrmntPlan on Jan 27, 2017 13:15:54 GMT -5
The news will be good. Even if RS is part of the news, and I do not believe that it will be, I believe the aggregate sentiment will be positive. I remain steadfast. GLTAL Oh, I think that sounds like a good call, Lakers - Epihale partner. Whatever the news ends up being, my pps guess is "over a dollar" to "well over a dollar".
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Post by brentie on Jan 27, 2017 13:26:03 GMT -5
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Post by saxcmann on Jan 27, 2017 13:35:44 GMT -5
On 12/13/16 Rose said, On the 11/9 call, our CMO stated that our current lead candidate is our inhaled epinephrine. With limited resources, we are focused on the clinical development program and post-marketing requirements for Afrezza and this lead candidate in the near term. As we’ve stated before, if there are partnering opportunities, we would announce them. You must appreciate that product candidates need to reach a level of value before any potential partner would be interested. We are focused on getting inhaled epi to that stage. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=17#ixzz4WzE2CRsXIt's EpiHale partnership most likely. Can anyone guess upfront cash effect vs pps? In my opinion upfront cash would need to be minimum $30-$50 million to move pps above $1.
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Post by MnkdWASmyRtrmntPlan on Jan 27, 2017 15:17:29 GMT -5
I sent an email to Nate and he replied with some comforting words. Of course, he doesn't know what the news will be but he said that since Mike is joining Matt on the call, it will probably be mostly about Afrezza. That could be as simple as an Afrezza sales road-map with the new in-house sales team starting, but that would probably not be significant enough to schedule a call for just that. So, what then? Possibly, something related to international sales, which was mentioned at JPM. That would include the possibility of partnerships. That news could include both naming the partner and any upfront cash they may bring in.
Did Matt mention at JPM that Feb 1 will be the official start date of the new in-house sales force? If so, that would add even more merit to the theory that the call will have substantial focus on sales.
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Post by lakers on Jan 27, 2017 15:18:50 GMT -5
On 12/13/16 Rose said, On the 11/9 call, our CMO stated that our current lead candidate is our inhaled epinephrine. With limited resources, we are focused on the clinical development program and post-marketing requirements for Afrezza and this lead candidate in the near term. As we’ve stated before, if there are partnering opportunities, we would announce them. You must appreciate that product candidates need to reach a level of value before any potential partner would be interested. We are focused on getting inhaled epi to that stage. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=17#ixzz4WzE2CRsXIt's EpiHale partnership most likely. Can anyone guess upfront cash effect vs pps? In my opinion upfront cash would need to be minimum $30-$50 million to move pps above $1. We could make a poll regarding how much cash upfront and the resulting pps 2-day after. Other variables are milestone bonus, royalty. I don't think Mnkd will take the P/L sharing route again. The partner must bear all trial cost and pay for Mnkd's COGS plus some margin. This should increase Danbury plant's utilization. It's beyond doubt that Mnkd can't afford to go alone. Expect IND to be filed this qtr and positive CRL a few weeks after IND. I've said all along, other TS drugs more likely save Afrezza first, not the other way around. Afrezza needs deep pocket, fully committed partners to be commercially successful.
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Post by dreamboatcruise on Jan 27, 2017 15:40:10 GMT -5
Partner for EPI-INHALER or reverse merger with RLS. A company in marijuana (currently a market totally disjoint from mainstream health providers and distribution, and facing unique legal/regulatory challenges) and insulin makes no sense to me. Reverse mergers are normally with a traded company that is basically dead... MNKD is not yet at that stage.
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Post by mnkdnewb on Jan 27, 2017 15:47:51 GMT -5
Tend to agree....look at the stock price. If all the speculation on the board were anywhere near correct the price would be higher - not lower. I've been around too long, and seen and heard so many speculations that would take MNKD to the moon...and here we sit at a $300mil market cap (it was 3 to 4 BILLION at one point) This stock should teach investors a lot about Market cap and why buying in when it was 3-4 billion with no sales was an easy short. Scripts were set up for failure unless they absolutely blew the doors off. In all honesty, I think people will be saying that again in a year or two. I am not short, but to me this seems like a no brained short position. Mind is a company with assets worth maybe $100,000,000 (being very generous with the real estate) that is burning $10,000,000 a month with interest payments due and sales of about $500,000 a month (probably only taking in about $100,000 after rebates etc). Nothing has changed for the better since it was worth $3-$4 billion
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Post by mnkdnewb on Jan 27, 2017 15:52:47 GMT -5
On 12/13/16 Rose said, On the 11/9 call, our CMO stated that our current lead candidate is our inhaled epinephrine. With limited resources, we are focused on the clinical development program and post-marketing requirements for Afrezza and this lead candidate in the near term. As we’ve stated before, if there are partnering opportunities, we would announce them. You must appreciate that product candidates need to reach a level of value before any potential partner would be interested. We are focused on getting inhaled epi to that stage. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=17#ixzz4WzE2CRsXIt's EpiHale partnership most likely. Can anyone guess upfront cash effect vs pps? In my opinion upfront cash would need to be minimum $30-$50 million to move pps above $1. In my opinion it would move the pps up about 10 cents
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Post by Deleted on Jan 27, 2017 15:53:20 GMT -5
If a RS is announced on the call, the next day SP would tank. As I write this SP is around 0.64. What would it tank to with a RS announcement, 0.05? I ask because if we did a 20:1 RS now, SP would be at $12.80 if the price held up which it won't. Also, if MNKD needs to close at or above $1 / share for 10 strait days, can MNKD take the $30 mm from the Mann Group and have a banker enter in a bunch of small lot orders to execute at the end of each day with 1/2 second remaining in the trading day with a bid of $1.05? Is this legal and could they work in conjunction with a small HFT to accomplish this? Day 1 you do this for 100 orders for 100 shares each at $1.05 and ramp it each day by 100 orders but start the process say 20 days before the delisting. Call it SP manipulation but what they hell, many institutions have been manipulating MNKD for years without repercussion from the regulators so if its good enough for the goose, why not the gander? Sure you just need to borrow GSCO HFT programs!
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Post by Deleted on Jan 27, 2017 15:57:20 GMT -5
On 12/13/16 Rose said, On the 11/9 call, our CMO stated that our current lead candidate is our inhaled epinephrine. With limited resources, we are focused on the clinical development program and post-marketing requirements for Afrezza and this lead candidate in the near term. As we’ve stated before, if there are partnering opportunities, we would announce them. You must appreciate that product candidates need to reach a level of value before any potential partner would be interested. We are focused on getting inhaled epi to that stage. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=17#ixzz4WzE2CRsXIt's EpiHale partnership most likely. Can anyone guess upfront cash effect vs pps? In my opinion upfront cash would need to be minimum $30-$50 million to move pps above $1. Sax smart money has all the time in the world. These guys are not selling the drug. Why would they cover? Now if the interest to borrower is through the roof theres a chance but IMO no one is covering unless scripts start to increase because even if they do dilution is needed at some point.
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Post by mnkdnewb on Jan 27, 2017 16:01:21 GMT -5
If a RS is announced on the call, the next day SP would tank. As I write this SP is around 0.64. What would it tank to with a RS announcement, 0.05? I ask because if we did a 20:1 RS now, SP would be at $12.80 if the price held up which it won't. Also, if MNKD needs to close at or above $1 / share for 10 strait days, can MNKD take the $30 mm from the Mann Group and have a banker enter in a bunch of small lot orders to execute at the end of each day with 1/2 second remaining in the trading day with a bid of $1.05? Is this legal and could they work in conjunction with a small HFT to accomplish this? Day 1 you do this for 100 orders for 100 shares each at $1.05 and ramp it each day by 100 orders but start the process say 20 days before the delisting. Call it SP manipulation but what they hell, many institutions have been manipulating MNKD for years without repercussion from the regulators so if its good enough for the goose, why not the gander? Sure you just need to borrow GSCO HFT programs! I'm not saying it would work (because it wouldn't) but why would they blow $30,000,000 on artificially inflating the share price? They'd be better off borrowing it for marketing and actually increasing the value of the company through some sales.
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Post by Deleted on Jan 27, 2017 16:03:53 GMT -5
Sure you just need to borrow GSCO HFT programs! I'm not saying it would work (because it wouldn't) but why would they blow $30,000,000 on artificially inflating the share price? They'd be better off borrowing it for marketing and actually increasing the value of the company through some sales. I was just joking around about the HFT part. Not anything money related!
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Post by akemp3000 on Jan 27, 2017 16:22:50 GMT -5
For the past four months, much of the retail chatter has been about runway, low scripts, potential delisting and the possibility of a RS...yet Matt, Mike and team have expressed very little concern with any of this. Their focus and announcements have been on new hires, JDRF, RLS, label improvement, insurance acceptance, TV commercials and international markets. It's as if they have known something important all along that they simply could not tell us. Hopefully on Wednesday, we learn what's really going on. There's no reason to have a call only two weeks after the JPM conference to simply repeat that we're continuing to make progress. There's also no reason to have a call to discuss a RS as there's nothing they could say that would have any impact on the resulting pps. It's good news or they wouldn't be having the call...IMHO
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Post by madog365 on Jan 27, 2017 16:27:38 GMT -5
For the past four months, much of the retail chatter has been about runway, low scripts, potential delisting and the possibility of a RS...yet Matt, Mike and team have expressed very little concern with any of this. Their focus and announcements have been on new hires, JDRF, RLS, label improvement, insurance acceptance, TV commercials and international markets. It's as if they have known something important all along that they simply could not tell us. Hopefully on Wednesday, we learn what's really going on. There's no reason to have a call only two weeks after the JPM conference to simply repeat that we're continuing to make progress. There's also no reason to have a call to discuss a RS as there's nothing they could say that would have any impact on the resulting pps. It's good news or they wouldn't be having the call...IMHO I agree with you. It's the same crew in every proboards thread spreading the R/S and delisting fud, the same group that was on the bankruptcy bandwagon in Q3. MNGMT has not expressed either as a possibility in the short term. The good news is this crew has very little credibility left and after wednesday's call, the credibility tank will be on empty.
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Post by orlon on Jan 27, 2017 17:08:00 GMT -5
Anyone seen the latest sales figures? Are we winning?
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