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Post by sportsrancho on May 23, 2017 18:30:15 GMT -5
No "wha la" from me, not yet anyway. Can we get two weeks in a row with higher prescription numbers? Would that be too much to ask? I'll never forget the yellow card fiasco. Will the rumor of the international deal really happen? If that pans out for even $25M of revenue in 2Q, then I'll give you a "wha la". Which rumor are you talking about... Afrezza on a cargo ship going somewhere? No that would seem implausible. $25M up front if they get approved in the country they have filed in and sign a distribution deal for that country/region? Seems they aren't in a great negotiating position for upfront money and that would likely be quite a bit for deals in that region. You're over thinking it:-)
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Post by uvula on May 23, 2017 18:49:18 GMT -5
My issue is simply what does the MannKind CEO mean when he says "short term" or "near term". Does that mean a few weeks? A few months? The first two years of a five-year plan? I guess we will find out soon.
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Post by uvula on May 23, 2017 18:52:56 GMT -5
I would like to know if "We do not discuss deals before they are finalized." means the exact same thing as "We are not working on any deals."
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Post by dreamboatcruise on May 23, 2017 19:07:43 GMT -5
Personally never thought B/O was in the cards and with Mike talking about in the next 18 mos. and what we can expect in 3-5 years.. I think it's quite clear that B/O isn't even near being in the works!!!! Mike wouldn't be doing his job if he weren't worrying about putting in place a long term plan. No one is going to buy a company if the guy in charge of creating the market for your product is instead thinking about a near term exit strategy. What do you think Mike would say if a buyout was being discussed... "You ask about medicare coverage in 2018? I'm not even thinking about that... I'll likely be on a beach somewhere by then." I don't think there is any buyout in the works or on offer, but I certainly wouldn't think Mike talking about long term plans means that. I'd hope and expect him to talk about the long term plans right up until the minute a deal is signed.
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Post by kuka on May 24, 2017 1:16:32 GMT -5
My issue is simply what does the MannKind CEO mean when he says "short term" or "near term". Does that mean a few weeks? A few months? The first two years of a five-year plan? I take that as weeks .....its eminent
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Post by kuka on May 24, 2017 1:19:10 GMT -5
Personally never thought B/O was in the cards and with Mike talking about in the next 18 mos. and what we can expect in 3-5 years.. I think it's quite clear that B/O isn't even near being in the works!!!! Mike wouldn't be doing his job if he weren't worrying about putting in place a long term plan. No one is going to buy a company if the guy in charge of creating the market for your product is instead thinking about a near term exit strategy. What do you think Mike would say if a buyout was being discussed... "You ask about medicare coverage in 2018? I'm not even thinking about that... I'll likely be on a beach somewhere by then." I don't think there is any buyout in the works or on offer, but I certainly wouldn't think Mike talking about long term plans means that. I'd hope and expect him to talk about the long term plans right up until the minute a deal is signed. FDA Approved drugs get bought out every week or month...even niche drugs for unusual illness. Afrezza is an FDA Approved drug for Diabetes ...which effects 300 Million people all over the world.... Will bet my life Offers have been made but not the kind of Offer that AL MANN would accept.
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Post by mytakeonit on May 24, 2017 2:30:30 GMT -5
With that said ... is it okay if I ... AVERAGE UP ? When MNKD stock takes off ... that will be the only way to go !!!
Heck ... I'm loaded up already ... only adding to my daughter's account.
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Post by promann on May 24, 2017 5:13:14 GMT -5
With that said ... is it okay if I ... AVERAGE UP ? When MNKD stock takes off ... that will be the only way to go !!! Heck ... I'm loaded up already ... only adding to my daughter's account. I'm also all loaded up. I also just got a large load on margin ready to go when any big news hits hopefully near term because of the interest I'm paying on the margin money. You could say I'm locked and loaded ready to pull the trigger and I bet I'm not the only one holding big guns. There is going to be a stampede to get in this rocket so get in it at ignition.
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Post by dreamboatcruise on May 24, 2017 11:38:47 GMT -5
Mike wouldn't be doing his job if he weren't worrying about putting in place a long term plan. No one is going to buy a company if the guy in charge of creating the market for your product is instead thinking about a near term exit strategy. What do you think Mike would say if a buyout was being discussed... "You ask about medicare coverage in 2018? I'm not even thinking about that... I'll likely be on a beach somewhere by then." I don't think there is any buyout in the works or on offer, but I certainly wouldn't think Mike talking about long term plans means that. I'd hope and expect him to talk about the long term plans right up until the minute a deal is signed. FDA Approved drugs get bought out every week or month...even niche drugs for unusual illness. Afrezza is an FDA Approved drug for Diabetes ...which effects 300 Million people all over the world.... Will bet my life Offers have been made but not the kind of Offer that AL MANN would accept. Al hasn't been in a position to receive an offer for quite some time now. Boards have fiduciary duties to tell share holders about offers. Boards can make their case as to why it isn't in the shareholders interest to accept the offer. There might have been companies sniffing around MNKD before the hookup with SNY, but I'd bet my MNKD holdings that there hasn't been since then. During the hookup with SNY, they had what they wanted (ability to keep someone else from being successful with Afrezza) and other companies wouldn't want to own Afrezza with SNY holding all US rights... then after SNY dumped Afrezza the damage had been done. MNKD will need to prove Afrezza can be profitable before there would be any interest. Niche drugs are great if you can set the price high enough to have a big profit... and that is often the case for unusual life threatening or chronic diseases. Diabetes isn't a niche, but it is a very competitive space with established treatment guidelines that give preference to things other than Afrezza. No drug is of interest if it can't turn a profit. Afrezza is a long way from being profitable. I'm optimistic we're turning the corner, but we still have a lot to accomplish.
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Post by dreamboatcruise on May 24, 2017 11:41:25 GMT -5
With that said ... is it okay if I ... AVERAGE UP ? When MNKD stock takes off ... that will be the only way to go !!! Heck ... I'm loaded up already ... only adding to my daughter's account. I'm also all loaded up. I also just got a large load on margin ready to go when any big news hits hopefully near term because of the interest I'm paying on the margin money. You could say I'm locked and loaded ready to pull the trigger and I bet I'm not the only one holding big guns. There is going to be a stampede to get in this rocket so get in it at ignition. So pulling the trigger means dumping your shares on any pop from news?
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Post by dreamboatcruise on May 24, 2017 11:43:50 GMT -5
My issue is simply what does the MannKind CEO mean when he says "short term" or "near term". Does that mean a few weeks? A few months? The first two years of a five-year plan? I take that as weeks .....its eminent What are we even talking about as being short term... or eminent? We do know time line of many things that management has stated... DTC ads, determination of label change, improvement in Medicare coverage.
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Post by promann on May 24, 2017 12:23:30 GMT -5
I'm also all loaded up. I also just got a large load on margin ready to go when any big news hits hopefully near term because of the interest I'm paying on the margin money. You could say I'm locked and loaded ready to pull the trigger and I bet I'm not the only one holding big guns. There is going to be a stampede to get in this rocket so get in it at ignition. So pulling the trigger means dumping your shares on any pop from news Correct, I'm waiting for one of many events coming soon that is going to drive this stock up 10-20 times its value . There are many others waiting in the bushes just like me and all that buying pressure is going to make a huge surge. So my plan is to hold all my shares that were purchased with my own money for many more years. And make money short term on margin with the many surges that are soon to come
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Post by promann on May 24, 2017 12:26:07 GMT -5
So Dreamboatcruise. What is your plan. Just curious
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Post by dreamboatcruise on May 24, 2017 12:30:03 GMT -5
So pulling the trigger means dumping your shares on any pop from news Correct, I'm waiting for one of many events coming soon that is going to drive this stock up 10-20 times its value . There are many others waiting in the bushes just like me and all that buying pressure is going to make a huge surge. So my plan is to hold all my shares that were purchased with my own money for many more years. And make money short term on margin with the many surges that are soon to come So you're a die hard believer in Mannkind, but by then there will be others with even greater enthusiasm than you wanting to get at the shares you want to get rid of. Sounds like a pretty good scenario if it comes to pass. Good luck with your margin purchase. I used to buy on margin when younger. At my age I deem that as too risky. If you really believe in 10 to 20x pop, call options would be an affordable way of getting leverage without the risk and borrowing cost of being on margin.
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Post by boca1girl on May 24, 2017 12:37:57 GMT -5
Correct, I'm waiting for one of many events coming soon that is going to drive this stock up 10-20 times its value . There are many others waiting in the bushes just like me and all that buying pressure is going to make a huge surge. So my plan is to hold all my shares that were purchased with my own money for many more years. And make money short term on margin with the many surges that are soon to come So you're a die hard believer in Mannkind, but by then there will be others with even greater enthusiasm than you wanting to get at the shares you want to get rid of. Sounds like a pretty good scenario if it comes to pass. Good luck with your margin purchase. I used to buy on margin when younger. At my age I deem that as too risky. If you really believe in 10 to 20x pop, call options would be an affordable way of getting leverage without the risk and borrowing cost of being on margin. I agree with the risk of margin. The 2000 tech crash was a very painful lesson with a margin call. Margin could be a killer if the whole market tanks in addition to MNKD. Call options would limit your risk to the purchase price of the options.
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