Heading below $1.00 (again)

[orlon]

Sitting at $1.22, no great improvement in scripts, Change of Control action...golden parachutes firmly in place, losses to great to sell. As one general said during the Korean War...the first one, not the one coming soon, when they were surrounded by Chinese forces, "Well, we got 'em just where we want 'em." No good yelling help us because there's no one out there to hear us.

[mnkdfann]

Apr 17, 2017 11:10:52 GMT -5 orlon said:

Sitting at $1.22, no great improvement in scripts, Change of Control action...golden parachutes firmly in place, losses to great to sell. As one general said during the Korean War...the first one, not the one coming soon, when they were surrounded by Chinese forces, "Well, we got 'em just where we want 'em." No good yelling help us because there's no one out there to hear us.

Love the positivity!

Turn that frown upside down and lets have a singalong: 

youtu.be/S94Bh3Qez9o

[orlon]

Speaking of High Hopes:), I'm visiting in Seattle for the first time since they legalized pot....hard to believe...there's a pot shop everywhere you look. Maybe Matt and the boys can tap into this market.

[mnkdfann]

Apr 17, 2017 12:06:14 GMT -5 orlon said:

Speaking of High Hopes:), I'm visiting in Seattle for the first time since they legalized pot....hard to believe...there's a pot shop everywhere you look. Maybe Matt and the boys can tap into this market.

I'm in Canada, our government recently announced / promised recreational pot will be legal here by next Canada Day (July 1, 2018).

[MnkdWASmyRtrmntPlan]

Apr 17, 2017 12:06:14 GMT -5 orlon said:

Speaking of High Hopes:), I'm visiting in Seattle for the first time since they legalized pot....hard to believe...there's a pot shop everywhere you look. Maybe Matt and the boys can tap into this market.

Supposedly, that's what RLS is up to.

[steve]

Apr 17, 2017 15:29:58 GMT -5 MnkdWASmyRtrmntPlan said:

Apr 17, 2017 12:06:14 GMT -5 orlon said:

Speaking of High Hopes:), I'm visiting in Seattle for the first time since they legalized pot....hard to believe...there's a pot shop everywhere you look. Maybe Matt and the boys can tap into this market.

Supposedly, that's what RLS is up to.

Perhaps that is what mngmnt has been on all along. Smoking chocolate doggie dubies.

[slugworth008]

Apr 17, 2017 21:58:46 GMT -5 steve said:

Apr 17, 2017 15:29:58 GMT -5 MnkdWASmyRtrmntPlan said:

Supposedly, that's what RLS is up to.

Perhaps that is what mngmnt has been on all along. Smoking chocolate doggie dubies.

  If they aren't I have been - Holding this stock long has caused me to become a pot infused alcoholic with a carb problem. Never thought we'd be here with a drug that is so damn good for so damn many. 

[lookingforlogic]

I found a diamond in the rough from all places at investorshub:


lars1551 Member Level Thursday, 04/13/17 07:07:49 PM
Re: None
Post # of 22490
Apparently all I-hub boards are the same. smh

I'll tell you what I think is going to happen and why...you all do as you wish.

First, the nonsense about being over-priced is just that...nonsense.

Danbury is worth at least current market cap, and realistically much more. It is state-of-the-art and top-notch. So the argument against current valuation is, as I said, nonsense.

Current and ongoing studies will...I believe...not only increase market potential, ie pediatric, but probably remove the "black-box" warning from all T/S products moving forward. This is likely what has stalled the offers from coming in, and those who would consider buying the company will know this information prior to the offer.

Patents. If you don't know, then do your homework, but Mannkind owns more patents that you could imagine. These are not cheap, and hold tremendous intrinsic value to a competing BP...even if they NEVER intend to use them. They (MNKD) are still paying to push patents through in EU...I know...I'm signed up for the updates, and they are continuing to expand their patent reach globally.

So. If I am a BP and I have already expended time and energy stalling the adoption and sales of Afrezza, pulled as many congressional strings as I can to make that happen, and am facing the reality of a drug being for sale without strings attached, and a delivery device that could completely alter the drug business I have to make some decisions. And if you are one to argue that none of that has occurred...you aren't paying attention.

I have read the patents, I have read the scientific data, I have read the FDA filings.

The shorts had it right. With nearly 500m shares in the float, the valuation was crazy high, and I believe Al M stuck to his guns on price, until his dying day. Good for him, bad for shareholders. But after the R/S the valuation picture is entirely different.

So I believe the company will merge, and or sell. Danbury, to a company that believes it can utilize the facility is worth lets say $250M. In the case of a merger there is a 2B tax deferment that the merging company could use to offset the initial profit, likely over a couple years. The patents, even if NEVER used are worth another bundle and we can argue value, but for simplicity let's just say $750M.

Then there is inventory, and although sales are slow, they are growing, with limited sales force and limited marketing. The drug is not dead, it is just stagnant.

There is a social media following. It may be small, for now, but it is enough of a presence to hold a bit of intrinsic value.

There is a short position. For those who don't know, shorts have...well they don't have...but they prefer to unwind them. So at a minimum the stock will run back to post-split levels...if only for a brief time...for the fat cat's to unwind the position.

All of these factors thrown together,the R/S, the ongoing studies, the patents, the slow sales, but sale nonetheless, the desire (I believe) of the Mann foundation to dump it, the short position, etc. etc. point towards this being a great time to own a few shares. I don't for one second believe this will just tank into nothing and disappear.

My realistic target is $10- $12 based on an approx 1B dollar valuation at merger or B/O time.

Make you own decisions, but consider the short thesis argument. It made sense at one time, but given the current status of all the items I articulated, it might be one worth throwing a few bucks at. Your investment won't help nor hinder mine, so do as you will. I just figured I share my thoughts, since thoughts seem to often be absent here, even though it's suppose to be a stock idea exchange forum. GLTA

[mnkdfann]

I think that ihub poster is blowing smoke up your you know what.

If the Danbury facility alone is worth $250 million, then why is the total MNKD market cap only $110 million now?

Regarding the "2B tax deferment that the merging company could use ... likely over a couple years", try more like a few $100 million over 20 years. See this thread: mnkd.proboards.com/thread/4827/mnkds-operating-carry-forward-balance

And so forth.

[fanz8967]

Apr 19, 2017 9:15:24 GMT -5 lookingforlogic said:

I found a diamond in the rough from all places at investorshub:


lars1551 Member Level Thursday, 04/13/17 07:07:49 PM
Re: None
Post # of 22490
Apparently all I-hub boards are the same. smh

I'll tell you what I think is going to happen and why...you all do as you wish.

First, the nonsense about being over-priced is just that...nonsense.

Danbury is worth at least current market cap, and realistically much more. It is state-of-the-art and top-notch. So the argument against current valuation is, as I said, nonsense.

Current and ongoing studies will...I believe...not only increase market potential, ie pediatric, but probably remove the "black-box" warning from all T/S products moving forward. This is likely what has stalled the offers from coming in, and those who would consider buying the company will know this information prior to the offer.

Patents. If you don't know, then do your homework, but Mannkind owns more patents that you could imagine. These are not cheap, and hold tremendous intrinsic value to a competing BP...even if they NEVER intend to use them. They (MNKD) are still paying to push patents through in EU...I know...I'm signed up for the updates, and they are continuing to expand their patent reach globally.

So. If I am a BP and I have already expended time and energy stalling the adoption and sales of Afrezza, pulled as many congressional strings as I can to make that happen, and am facing the reality of a drug being for sale without strings attached, and a delivery device that could completely alter the drug business I have to make some decisions. And if you are one to argue that none of that has occurred...you aren't paying attention.

I have read the patents, I have read the scientific data, I have read the FDA filings.

The shorts had it right. With nearly 500m shares in the float, the valuation was crazy high, and I believe Al M stuck to his guns on price, until his dying day. Good for him, bad for shareholders. But after the R/S the valuation picture is entirely different.

So I believe the company will merge, and or sell. Danbury, to a company that believes it can utilize the facility is worth lets say $250M. In the case of a merger there is a 2B tax deferment that the merging company could use to offset the initial profit, likely over a couple years. The patents, even if NEVER used are worth another bundle and we can argue value, but for simplicity let's just say $750M.

Then there is inventory, and although sales are slow, they are growing, with limited sales force and limited marketing. The drug is not dead, it is just stagnant.

There is a social media following. It may be small, for now, but it is enough of a presence to hold a bit of intrinsic value.

There is a short position. For those who don't know, shorts have...well they don't have...but they prefer to unwind them. So at a minimum the stock will run back to post-split levels...if only for a brief time...for the fat cat's to unwind the position.

All of these factors thrown together,the R/S, the ongoing studies, the patents, the slow sales, but sale nonetheless, the desire (I believe) of the Mann foundation to dump it, the short position, etc. etc. point towards this being a great time to own a few shares. I don't for one second believe this will just tank into nothing and disappear.

My realistic target is $10- $12 based on an approx 1B dollar valuation at merger or B/O time.

Make you own decisions, but consider the short thesis argument. It made sense at one time, but given the current status of all the items I articulated, it might be one worth throwing a few bucks at. Your investment won't help nor hinder mine, so do as you will. I just figured I share my thoughts, since thoughts seem to often be absent here, even though it's suppose to be a stock idea exchange forum. GLTA

So why all of the doom and gloom? Matt just solved the debt problem, for now, and the price is lower. If you liked buying at 2.50, you'll love the buys down here around $1. Nothing has changed for the worse. I say buy em up, unless you don't believe in Afrezza or the company.

[straightly]

Apr 19, 2017 21:03:08 GMT -5 fanz8967 said:

Apr 19, 2017 9:15:24 GMT -5 lookingforlogic said:

I found a diamond in the rough from all places at investorshub:


lars1551 Member Level Thursday, 04/13/17 07:07:49 PM
Re: None
Post # of 22490
Apparently all I-hub boards are the same. smh

I'll tell you what I think is going to happen and why...you all do as you wish.

First, the nonsense about being over-priced is just that...nonsense.

Danbury is worth at least current market cap, and realistically much more. It is state-of-the-art and top-notch. So the argument against current valuation is, as I said, nonsense.

Current and ongoing studies will...I believe...not only increase market potential, ie pediatric, but probably remove the "black-box" warning from all T/S products moving forward. This is likely what has stalled the offers from coming in, and those who would consider buying the company will know this information prior to the offer.

Patents. If you don't know, then do your homework, but Mannkind owns more patents that you could imagine. These are not cheap, and hold tremendous intrinsic value to a competing BP...even if they NEVER intend to use them. They (MNKD) are still paying to push patents through in EU...I know...I'm signed up for the updates, and they are continuing to expand their patent reach globally.

So. If I am a BP and I have already expended time and energy stalling the adoption and sales of Afrezza, pulled as many congressional strings as I can to make that happen, and am facing the reality of a drug being for sale without strings attached, and a delivery device that could completely alter the drug business I have to make some decisions. And if you are one to argue that none of that has occurred...you aren't paying attention.

I have read the patents, I have read the scientific data, I have read the FDA filings.

The shorts had it right. With nearly 500m shares in the float, the valuation was crazy high, and I believe Al M stuck to his guns on price, until his dying day. Good for him, bad for shareholders. But after the R/S the valuation picture is entirely different.

So I believe the company will merge, and or sell. Danbury, to a company that believes it can utilize the facility is worth lets say $250M. In the case of a merger there is a 2B tax deferment that the merging company could use to offset the initial profit, likely over a couple years. The patents, even if NEVER used are worth another bundle and we can argue value, but for simplicity let's just say $750M.

Then there is inventory, and although sales are slow, they are growing, with limited sales force and limited marketing. The drug is not dead, it is just stagnant.

There is a social media following. It may be small, for now, but it is enough of a presence to hold a bit of intrinsic value.

There is a short position. For those who don't know, shorts have...well they don't have...but they prefer to unwind them. So at a minimum the stock will run back to post-split levels...if only for a brief time...for the fat cat's to unwind the position.

All of these factors thrown together,the R/S, the ongoing studies, the patents, the slow sales, but sale nonetheless, the desire (I believe) of the Mann foundation to dump it, the short position, etc. etc. point towards this being a great time to own a few shares. I don't for one second believe this will just tank into nothing and disappear.

My realistic target is $10- $12 based on an approx 1B dollar valuation at merger or B/O time.

Make you own decisions, but consider the short thesis argument. It made sense at one time, but given the current status of all the items I articulated, it might be one worth throwing a few bucks at. Your investment won't help nor hinder mine, so do as you will. I just figured I share my thoughts, since thoughts seem to often be absent here, even though it's suppose to be a stock idea exchange forum. GLTA

So why all of the doom and gloom? Matt just solved the debt problem, for now, and the price is lower. If you liked buying at 2.50, you'll love the buys down here around $1. Nothing has changed for the worse. I say buy em up, unless you don't believe in Afrezza or the company.

I bought when the mistaken prescription number was posted and had to sell for a loss after finding it out.  Bought again today after the bond deal.  The way I looked at is simple.  If the bond holders, normally much more conservative and only invest in value, was convinced to buy at 1.15, then 1.15 is good for me also. 

[mnkdnewb]

$97,600,000 market cap now... wow

[airfrtman]

How many more days till MNKD can be under a dollar?

[ilovekauai]

See ya airfrtman.

[fanz8967]

Apr 20, 2017 8:38:12 GMT -5 mnkdnewb said:

$97,600,000 market cap now... wow

$107M, we diluted 5M shares to Deerfield.