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Post by letitride on Jan 27, 2017 22:23:33 GMT -5
I predict I will predict just about anything and everything between now and the call. I could tell you what I hope but I will just cut to the chase with I'm long here.
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Post by patten1962 on Jan 27, 2017 22:45:20 GMT -5
What is so amazing in mango's "ridiculous" "impossible" list is this— Every single possibility on that list 100% equals a factual possibility between the two. Al Mann was a visionary. Visionaries impact the future. What is the future? We don't know quite yet, it has only begun. I am nervous and excited all at the same time. I believe any positive news can move the stock price higher than most of us can imagine. If they announce a reverse split I think it will drop under a dollar no matter how much the split is. That's why in my heart I don't believe they're going to announce a reverse split |
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Post by kc on Jan 27, 2017 22:48:51 GMT -5
Other than what I quipped on page one of this thread, I will make no predictions. But I don't mind telling you what I hope will occur on Feb 1. I'm hoping for an announcement of a partner for the epinephrine or for ex-U.S. sales of Afrezza. If I had to pick one, it would be the Afrezza, because I remember Matt saying last February that he got two phone calls from parties interested in Afrezza within 24 hours of the announcement that Sanofi was terminating the agreement. Remember? Matt later suggested that deals may be forthcoming once Afrezza has proved itself in the U.S., which most of us interpreted to mean that the potential partners were low-balling. My point is that the announcement could very well be a BP or country that wants Afrezza outside the U.S. That would mean an immediate jump in sales as orders get placed to stock overseas pharmacies PLUS a possible upfront payment & royalty deal that would pay for Afrezza sales & marketing in the U.S. and might be the reason for the CEO's tone of confidence over financing and what he alluded to when he stated that events were in the works that could propel the share price higher and why he's not worried about MNKD being delisted. Has Afrezza proved itself? That depends on your point of view, but if BPs have been paying attention to social media (much of which sportsrancho, harryx1 and others post here on ProBoards on a regular basis) then those CEOs might now be convinced that Afrezza is the real deal for treatment of diabetes. Faced with the possibility that Afrezza may be relabeled as a First-in-Class ultra-fast acting prandial insulin, I would want my company to get a piece of that action before the deal gets to be too expensive. So that is what I HOPE may happen. However, I really don't have a clue what news Feb 1 will bring.  Ditto. |
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Post by gamblerjag on Jan 27, 2017 22:52:19 GMT -5
Where I don't usually agree with KUKA on Stocktwit.. i do agree that MNKD did say good things to come and why do a CC unless good news UNLESS it is abour R/S which I don't think it is. However, when MNKD jumped to $12 (4.8 bill m/c) on SNY partnership it was for about an hour and we were already around $8-9 the day before and a 3.2 bil m/c. to say we get to 12 bucks on news again, though KUKA didn't say that.. that would be near a 6 billion m/c. At best i think we hit 2.5 -3.00 bucks on 2/2/17 if news is of an international partnership with AMGN but don't expect that to be the case.. but hoping.
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Post by babaoriley on Jan 27, 2017 23:13:42 GMT -5
Based on a share price that has been stubbornly resilient (honestly, to the point of gallant) in the face of horribly awful script numbers, I think good news is coming. Whether that news will be the subject of the Feb 1 call or not is another issue; however, I sure hope so. For example, I can't believe we crawled back to slightly green midday after being down 4 cents earlier, and our close of minus a penny or so was just not bad and in no way reflects the script count.
Some interesting and far out guesses, so here are mine:
Partnership with SpaceX - initially, to distribute on the moon (I'm talkin' exclusive rights here), with an option to distribute on Mars, if the moon works out.
Matt and Mike admit that our sales force couldn't sell fresh water to folks shipwrecked on a desert island.
MNKD has purchased a ninety second spot in the Superbowl.
Afrezzauser to become the face of Afrezza; Matt and Mike to share the role of butt end.
Matt admits he's one of the largest shorts in MNKD.
An R/S is announced, along with the plan for a subsequent bankruptcy, and 30% of our posters are able to spin this positively.
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Post by buyitonsale on Jan 27, 2017 23:32:11 GMT -5
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Post by mango on Jan 28, 2017 0:39:28 GMT -5
It sure is interesting to look at all the 'Breakout' Google Search Trends that are related to MannKind.
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Post by kdaddyfresh2000 on Jan 28, 2017 1:38:42 GMT -5
Update on sales team roll out, perhaps a definitive date on NDA filing for Epi, followed by announcement of intent to R/S. i tend to agree with above....RS is the news but will be tempered by some seemingly positive developments Operative word being "seemingly." |
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Post by kdaddyfresh2000 on Jan 28, 2017 1:39:24 GMT -5
This announcement doesn't give me a comforting feeling.... maybe just maybe.... that is a good thing. Three possibilities: something bad, something good or something irrelevant. It's never been good. |
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Post by kdaddyfresh2000 on Jan 28, 2017 1:45:53 GMT -5
Any verbiage speaking toward reverse split is an unmitigated disaster that will lead to a justified immediate death spiral for the stock. RS is an absolute NON STARTER and should not be in consideration what so ever. If we are that close to the end, for God's sake please sell the company and let shareholders recoup some of their failed investment. My guess is it will be a feel good call in an attempt to drive the share price up (look at all we're doing) type thing. This may be an attempt to avert the inevitable reverse split. OR, they actually have some sort of deal to announce (perhaps foreign agreement) that they hope will drive the share price forward. They need something because the de-listing clock is ticking. the best thing they can do is... Sell the damned product!Maybe Matt will do a "head fake" like he did last year at the CC. Remember? He said no dilution, then an hour later...dilution. No R/S...then R/S. |
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Post by hammer on Jan 28, 2017 6:34:51 GMT -5
Since everything is a guess, here it goes.
On December 30, 2016 Mannkind received a payment for 1 million from RLS for completion of initial formulations studies.
My assumption is that RLS has now had ample opportunity to evaluate the formulation and must either sign or remove themselves from further involvement with mannkind.
Feb 1st is he call going forward with RLS. How good it will be will be dependent on upfront cash, the product and future revenue. Most likely the deal will bring us above 1 pps, as management hoped and predicted.
GLTA
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Post by gamblerjag on Jan 28, 2017 11:04:35 GMT -5
I like this thought.. nice to see you again Hammertime.
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Post by themarlin on Jan 28, 2017 11:07:23 GMT -5
I heard they are just going to ask the audience if anyone wants to partner with them. I don't think Hakan will be on the call. |
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Post by Deleted on Jan 28, 2017 11:16:14 GMT -5
Since everything is a guess, here it goes. On December 30, 2016 Mannkind received a payment for 1 million from RLS for completion of initial formulations studies. My assumption is that RLS has now had ample opportunity to evaluate the formulation and must either sign or remove themselves from further involvement with mannkind. Feb 1st is he call going forward with RLS. How good it will be will be dependent on upfront cash, the product and future revenue. Most likely the deal will bring us above 1 pps, as management hoped and predicted. GLTA Sorry. RLS only raised 3 mil of the 6 mil through debt. So this is nothing about RLS . There's not much that RLS can bring to the table $ may be but not $$$$$$$$ |
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Post by lakers on Jan 28, 2017 12:18:56 GMT -5
1/27/17, Nate thinks a partnership or buy-in will happen. I'd agree with him. Let's see how much cash infusion will be. Is it possible we will get a Quad crown corporate event on Tues 2/1/17: EpiHale IND, EpiHale partnership, Afrezza regional partners, Major Buy-in ? Note that our CCO Castagna will also be present at the CC. MannKind Corporation (MNKD) (MNKD) will host a conference call to discuss Company developments [plural]at 5:00 PM (Eastern Time) on February 1, 2017. Presenting from the Company will be its Chief Executive Officer, Matthew Pfeffer and Chief Commercial Officer, Michael Castagna. Thus, it could be a multi-event one. Mgmt can't simply rehash what investors already knew from JPM 1/12/17. There must be new developments. That's why a Company development CC is held instead of simply Afrezza 3.0 change to internal sale force. I have a feeling a real, sustainable short squeeze tsunami is finally forming this year if those events happen. Consider this a Tsunami Warning. MannKind is moving forward with the filings required to sell Afrezza in a number of regions that essentially only require “FDA approval and some paperwork,” namely, Brazil, Canada, Mexico, Australia, MENA (Middle East and North Africa), UAE (United Arab Emirates), and it is also evaluating what would be required to gain approval in “Europe and other regions.” Of course, the company could simply be bluffing, but if they are not, this sort of language once again suggests that they feel much more confident that there will be money around to implement the plan than there might appear to be on first glance by an outsider.Along with its efforts to develop inhalable ephinephrine (efforts that include what the company has called a “successful” meeting with the FDA back in December), the company is moving forward with projects to develop inhalable treprostinil and palonosetron, with an eye towards eventually partnering those products once they are further along in the clinic.And, speaking of “the clinic,” I believe it is also worth noting that Matt also pointed out at JPM that MannKind is moving forward with plans to conduct pediatric, dosing, and time-in-range clinical trials with Afrezza. In addition, once the commercial(s) have been approved by the FDA (expected in the April time-frame, if I remember correctly), MannKind is planning to rollout its first direct-to-consumer (DTC) TV ads (in very targeted markets at first, mind you). As you might imagine, these clinical trials and TV ads will all require time, personnel, and, money to bring them to fruition… and, once again, these are all things that it would appear on a first glance that MannKind does not have at its disposal, but, reading between the lines, may have “lined up” after all, even if a partnership and/or buy-in (or perhaps even a wildly unexpected – by outsiders – ramp in Afrezza scripts?) that would provide additional capital hasn’t actually been announced/revealed yet.Read more: mnkd.proboards.com/thread/7115/nates-notes-new-article-out#ixzz4X4sGViR9 |
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