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Post by dreamboatcruise on Apr 5, 2017 17:19:05 GMT -5
Many of us are in the boat with you. I'm not an idiot, but this investment has sure made me feel that way. Hopefully bankruptcy can be avoided so that we might recover some portion of what was invested. If bankruptcy is avoided ... then you will not have to worry about recovering your investment. You will have to worry about when you want to sell. OR, which of your family will be put in the will to receive shares. This stock is a keeper. ?? Maybe another worry will be where to travel next to use all those stock dividends ... No, I believe even if bankruptcy is avoided, dilution will mean I will never recover the money I've invested. I'd be happy if I got 50 cents on the dollar. I'd be shocked beyond belief if I made money on MNKD. |
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Post by LosingMyBullishness on Apr 5, 2017 17:32:21 GMT -5
Wow. I have a doctoral degree in a health-related field and I have never researched anything more in my life than the prospects for Afrezza and other future inhalable Technosphere drugs. I am amazed at how badly I missed. While I will recover financially eventually; I will never recover psychologically. I have three degrees and none was any help to me here. Does that help you? |
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Post by pengiep on Apr 5, 2017 17:36:19 GMT -5
A major factor in the failure of BetaMax vrs. VHS was that Sony refused to license BetaMax. I wish MNKD's execs would have remembered that.
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Post by LosingMyBullishness on Apr 5, 2017 17:40:41 GMT -5
Wow. I have a doctoral degree in a health-related field and I have never researched anything more in my life than the prospects for Afrezza and other future inhalable Technosphere drugs. I am amazed at how badly I missed. While I will recover financially eventually; I will never recover psychologically. I am starting to think medicine doesn't want the closest thing to a cure for diabetes. I wonder what it is medicine wants? hmmmm.
If medicine doesn't want the closest thing to a cure for diabetes, what does medicine want to do about cancer? hmm
My belief was that there might be stubborn endos but that there will be enough clever diabetics who see a solution to their daily trouble and their long-term health decline. There were a few early adopters but it stayed a hand-full. Why? 250 scripts is pathetic. Where are the parents of T1 kids who dig into the topic and are not lulled in by endos? Seems as if the steady degeneration of nerves is slow enough to not turn off the risk-averse mode. |
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Post by LosingMyBullishness on Apr 5, 2017 17:45:19 GMT -5
I am starting to think medicine doesn't want the closest thing to a cure for diabetes. I wonder what it is medicine wants? hmmmm.
If medicine doesn't want the closest thing to a cure for diabetes, what does medicine want to do about cancer? hmm
This is why I look at other countries that have a different dynamic between healthcare systems and pharma industry. Problem is, Afrezza requires money to buy. And when/where there's money, generally individual humans just want more of it. There are a lot of well-off diabetics around the world in countries where anektotical evidence counts a lot. |
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boon
Newbie
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Post by boon on Apr 5, 2017 17:48:08 GMT -5
Not sure how this stock is a keeper at this point.
Since FDA approval, has management even delivered once?
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Post by falconquest on Apr 5, 2017 18:28:08 GMT -5
Wow. I have a doctoral degree in a health-related field and I have never researched anything more in my life than the prospects for Afrezza and other future inhalable Technosphere drugs. I am amazed at how badly I missed. While I will recover financially eventually; I will never recover psychologically. I was going to ask what other stocks you like but ummm..................that's ok. ;-) |
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Post by anderson on Apr 5, 2017 18:49:47 GMT -5
I think the two biggest factors that investors didnt take into account were how much of an obstruction health insurance would be and also how the majority of doctors just stick with the status quo(do no harm, ie dont take a chance on something new and different). The science is sound and MNKD will make money but as Dreamboatcruise said to get the cash to get there our investment may be diluted to beyond where we will ever see a return on our investment. Matt P. has proven that he will do whatever is necessary to keep the company listed and funded, so Al's dream will not die(but ours might).
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Post by fanz8967 on Apr 5, 2017 20:34:51 GMT -5
Well, what if Matt had a buyout offer for say, $11 share, would you rather that he take the safe play and get half of your money back or would you rather they continue to go it alone, even if the chances of bankruptcy were 80%?
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Post by nadathing on Apr 5, 2017 20:37:55 GMT -5
Unfortunately, the market cap is so low that who would give MNKD any significant money to partner with them? Am I wrong thinking that no one is going to give a company 50, 100 million or more when the market cap is 130 million? How do they dilute with the pps plunging? I'm down 160,000. I've pretty much accepted that it's all gone. I am angry at myself for investing and believing in Al Mann. As great as Al was, and as much as a genius that he was, he was a lousy CEO. He should hired a business savvy CEO and done what he did best in developing Afrezza and TS applications. Hindsight is worthless.
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Post by kball on Apr 5, 2017 20:39:46 GMT -5
What NY Lefty said "It ain't over till it's over" - I'm way down also but we still have a pulse.Pretty sure there's a DNR order. |
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Post by fanz8967 on Apr 5, 2017 20:49:20 GMT -5
Unfortunately, the market cap is so low that who would give MNKD any significant money to partner with them? Am I wrong thinking that no one is going to give a company 50, 100 million or more when the market cap is 130 million? How do they dilute with the pps plunging? I'm down 160,000. I've pretty much accepted that it's all gone. I am angry at myself for investing and believing in Al Mann. As great as Al was, and as much as a genius that he was, he was a lousy CEO. He should hired a business savvy CEO and done what he did best in developing Afrezza and TS applications. Hindsight is worthless. Isn't a buyout price usually more than the market cap? Is it ever lower? Why would you want to sell for less than the market value? I don't know the average, but don't biotechs usually get 50-100% over the MC? |
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Post by nadathing on Apr 5, 2017 20:57:50 GMT -5
Unfortunately, the market cap is so low that who would give MNKD any significant money to partner with them? Am I wrong thinking that no one is going to give a company 50, 100 million or more when the market cap is 130 million? How do they dilute with the pps plunging? I'm down 160,000. I've pretty much accepted that it's all gone. I am angry at myself for investing and believing in Al Mann. As great as Al was, and as much as a genius that he was, he was a lousy CEO. He should hired a business savvy CEO and done what he did best in developing Afrezza and TS applications. Hindsight is worthless. Isn't a buyout price usually more than the market cap? Is it ever lower? Why would you want to sell for less than the market value? I don't know the average, but don't biotechs usually get 50-100% over the MC? I can't imagine someone partnering and giving MNKD any substantial amount given that the market cap is so low. I would imagine if a BO was offered it would be the 50-100% over MC. Why partner if you might be able to buy it for 200 million? |
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Post by fanz8967 on Apr 5, 2017 21:09:45 GMT -5
What if they did this? What if RLS was well-funded, say 2 billion dollars? Then RLS announces they are buying out MNKD for a $1 per share price and in addition one share of RLS stock? Then wouldn't the shorts have to cover before the buyout? Couldn't that run the price of MNKD up to say $40-50 per share. Then couldn't shareholders choose to sell, mostly at their investment value and then the shorts would have to pay market price (of possibly $50+ per share) for shares that would only sell to RLS for $1? Wouldn't this allow RLS to then privately continue to privately commercialize Afrezza until the market efforts were more favorable and then offer a new IPO at favorable terms, rather than dilute, unfavorably? This solution would restore $3 billion in lost value and allow prior investors to buy back in when Afrezza is in a position of strength. I mean I'm not saying this will happen, and Matt would have to be a super-handsome financial genius to work out such a scheme, but its possible, right?
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Post by nadathing on Apr 5, 2017 21:12:08 GMT -5
What if they did this? What if RLS was well-funded, say 2 billion dollars? Then RLS announces they are buying out MNKD for a $1 per share price and in addition one share of RLS stock? Then wouldn't the shorts have to cover before the buyout? Couldn't that run the price of MNKD up to say $40-50 per share. Then couldn't shareholders choose to sell, mostly at their investment value and then the shorts would have to pay market price (of possibly $50+ per share) for shares that would only sell to RLS for $1? Wouldn't this allow RLS to then privately continue to privately commercialize Afrezza until the market efforts were more favorable and then offer a new IPO at favorable terms, rather than dilute, unfavorably? This solution would restore $3 billion in lost value and allow prior investors to buy back in when Afrezza is in a position of strength. I mean I'm not saying this will happen, and Matt would have to be a super-handsome financial genius to work out such a scheme, but its possible, right? Nice to dream about, but I think RLS just raised money and it was in the 5 million range. |
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