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Post by jonny80s on Mar 6, 2017 10:23:23 GMT -5
With the consistency of the script counts I can only assume that Mannkind is still in some sort of data collection mode... still trying to get enough data to prove that the drug is in a totally different class and safe. It is the only way to explain it.
They cannot dilute at this point otherwise they will be right back to where they were 6 months ago... another r/s. I don't think so.
With 6 months of money left... they have to be holding an ace.
By June if scripts don't have a significant bump the company is done.
As a long I don't really care. The the money is already gone. For shorts... the next 6 months will be a very interesting ride.
As I see it: as we approach $1 a share again the opportunity for a squeeze will entice some deep pockets. Wishful thinking..... To compound..... the possibility of management actually knowing what they are doing.... and script counts actually start to rise..... maybe then they will have the opportunity for dilution and expansion. Again..... possibly wishful thinking.
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Post by silentknight on Mar 6, 2017 10:35:16 GMT -5
There is no ace. There is no plan to hold scripts in place.
What there is, however, is a lack of demand for the drug and a lack of interest by physicians to prescribe. Afrezza is a great product, with no demand. Great products die all the time because they can't make it in the market. What you're seeing now is a case study in it. Everything MNKD has done to date has been exactly what any company should avoid. Since the drug's approval, they have literally done everything wrong.
There is a possibility that they might be able to salvage some of it, assuming they can find traction with the sales team and get commercials out ASAP. June/July will be the final tell. They can't dilute at this level and if they can't commercialize Afrezza by the end of their runway, I believe the company will go belly up with a Chapter 11.
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Post by Deleted on Mar 6, 2017 16:33:45 GMT -5
With the consistency of the script counts I can only assume that Mannkind is still in some sort of data collection mode... still trying to get enough data to prove that the drug is in a totally different class and safe. It is the only way to explain it. They cannot dilute at this point otherwise they will be right back to where they were 6 months ago... another r/s. I don't think so. With 6 months of money left... they have to be holding an ace. By June if scripts don't have a significant bump the company is done. As a long I don't really care. The the money is already gone. For shorts... the next 6 months will be a very interesting ride. As I see it: as we approach $1 a share again the opportunity for a squeeze will entice some deep pockets. Wishful thinking..... To compound..... the possibility of management actually knowing what they are doing.... and script counts actually start to rise..... maybe then they will have the opportunity for dilution and expansion. Again..... possibly wishful thinking. u r still in denial. Just accept that what you see is the truth. |
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Post by dreamboatcruise on Mar 6, 2017 16:38:07 GMT -5
With the consistency of the script counts I can only assume that Mannkind is still in some sort of data collection mode... still trying to get enough data to prove that the drug is in a totally different class and safe. It is the only way to explain it. They cannot dilute at this point otherwise they will be right back to where they were 6 months ago... another r/s. I don't think so. With 6 months of money left... they have to be holding an ace.By June if scripts don't have a significant bump the company is done. As a long I don't really care. The the money is already gone. For shorts... the next 6 months will be a very interesting ride. As I see it: as we approach $1 a share again the opportunity for a squeeze will entice some deep pockets. Wishful thinking..... To compound..... the possibility of management actually knowing what they are doing.... and script counts actually start to rise..... maybe then they will have the opportunity for dilution and expansion. Again..... possibly wishful thinking. Not possibly wishful... absolutely, but that's all we're left with. Sometimes wishful things do come true but there is zero evidence at this point. |
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Post by mnkdfann on Mar 6, 2017 16:48:53 GMT -5
IMO, the only planned consistency in script ('epic turnaround', 'position of strength', 'never better', etc.) occurs at the earnings call.
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Post by gamblerjag on Mar 6, 2017 17:02:24 GMT -5
for those that are bummed.. remember many didn't think Matt had the last surprise in November/December with the SNY money and reality show etc.
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Post by jonny80s on Mar 6, 2017 17:30:03 GMT -5
The Sanofi money deal wasn't a deal.... they pretty much said, "Here is some pocket change it should put you right back where you were, financially, before we started our partnership."
They should have tried for triple that, but again difficult to accomplish when you are arguing from a "position of strength."
I don't know which one is funnier: "abundance of riches" or "position of strength?"
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Post by careful2invest on Mar 6, 2017 19:06:55 GMT -5
The Sanofi money deal wasn't a deal.... they pretty much said, "Here is some pocket change it should put you right back where you were, financially, before we started our partnership." They should have tried for triple that, but again difficult to accomplish when you are arguing from a "position of strength." I don't know which one is funnier: "abundance of riches" or "position of strength?" Just for the record, the quote was an "embarrassment of riches" I cannot help but to replay those quotes over and over... Hard to take! Or how about this one from so many that tried so hard to find the positive all along while MNKD blundered along... We should thank MNKD fo yet another "buying opportunity" Is this just another great "buying opportunity"? I personally cannot pull that trigger! I do not think that we are totally dead yet, but the silence from MNKD is deafening! If they truly have that Ace in the hole, I'd be extremely surprised! BUT I WOULD WELCOME IT MATT!! As would the others on this mb and elsewhere that believed you and believed in you! To date, you have not only let us down, you have mislead us as well! But Remember folks, It's not over until it's over ! I believe that the only thing to help us out of this mess is 🙏! |
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Post by Deleted on Mar 6, 2017 19:31:41 GMT -5
Great products die all the time because they can't make it in the market. What you're seeing now is a case study in it. For once I fully agree with you: Provenge; BlackBerry 10; just to name a two superior products that could not make it in the market. |
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Post by Deleted on Mar 6, 2017 19:43:30 GMT -5
Great products die all the time because they can't make it in the market. What you're seeing now is a case study in it. For once I fully agree with you: Provenge; BlackBerry 10; just to name a two superior products that could not make it in the market. wrong . Provenge was good but not superior , but expensive for the benefit it provided. so it doesnt cut it and couldnt survive Blackberry was good but not superior- but couldnt keep up with the technological advances and iphone offering and competition. Lesson : Its the product + other factors that determine the products life in the market. if Afrezza doesnt make it, you will see a case study how management can take a superior product and run it into the ground by gross mismanagement. |
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Post by Deleted on Mar 6, 2017 19:51:26 GMT -5
@iam2 you are either clueless or ignorant writing Provenge and BlackBerry OS10 are not superior. Given the choice of chemical castration or stimulating one's own immune system to fight prostate cancer with Provenge, which would a well informed patient choose? Certainly not chemical castration!
From my BlackBerry Passport OS10!
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Post by Deleted on Mar 6, 2017 20:01:55 GMT -5
@iam2 you are either clueless or ignorant writing Provenge and BlackBerry OS10 are not superior. Given the choice of chemical castration or stimulating one's own immune system to fight prostate cancer with Provenge, which would a well informed patient choose? Certainly not chemical castration! From my BlackBerry Passport OS10! And that's the problem we have at Mannkind. |
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Post by themarlin on Mar 6, 2017 20:08:08 GMT -5
Could the "deep pocket" be the Mann Foundation or his estate looking to take the company private on the cheap?
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Post by Deleted on Mar 6, 2017 20:08:28 GMT -5
The problem MannKind has are doctors are glorified mechanics and patients are too timid to demand a real solution to their condition.
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Post by Deleted on Mar 6, 2017 20:18:12 GMT -5
The problem MannKind has are doctors are glorified mechanics and patients are too timid to demand a real solution to their condition. You are singing the same song Trials say Afrezza is comparable to 💉 What do you want the docs to do? They are rightfully wary of lung issues It's up to Mannkind to break that and are they doing it? Patients too timid? Do they know Afrezza? Again why is that? |
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