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Post by agedhippie on Oct 10, 2017 8:02:28 GMT -5
At a guess - time and return on investment. For the UK you would need to get it past EMA, NICE, and the regional prescribing committees. That's before you start trying to get doctors to use it. Also drugs sell for only between 10% to 20% of the US price. aged, have you bought a few shares here, are you riding this train? the train is about to leave this station.
I am still holding the remaining option calls which would give me 8400 shares if I exercise the option. The cost would be $2 per share to exercise. That's good until mid-November.
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Post by agedhippie on Oct 10, 2017 8:03:35 GMT -5
At a guess - time and return on investment. For the UK you would need to get it past EMA, NICE, and the regional prescribing committees. That's before you start trying to get doctors to use it. Also drugs sell for only between 10% to 20% of the US price. But not having it as a target is odd to me regardless. Every pharma moves into these markets. Was just curious others thoughts. I agree MNKD should focus on markets with fewer barriers to entry. I would expect they want to enter that market, and I seem to remember there having some sort of EU filing in the past, but I expect it's not a priority.
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Post by mytakeonit on Oct 10, 2017 13:36:47 GMT -5
Sorry aged ... you waited too long and the train left the station. Aloha!
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Post by agedhippie on Oct 10, 2017 18:15:16 GMT -5
Sorry aged ... you waited too long and the train left the station. Aloha! It's tripled my original investment in cash I have already taken out, and I still have the right to buy 8400 shares at $2 each. But that's not really relevant, if this is real then the stock has a few years rise ahead of it so I can always pick up the train at the next station. Who would have thought, MNKD turns out to be my best investment this year!
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Post by sayhey24 on Oct 10, 2017 18:46:02 GMT -5
The MNKD "Cult" members never had a doubt. When it hit $.666 it was all in for the true believers. I still think Nate is right with his $300+ target.
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Post by dreamboatcruise on Oct 10, 2017 18:52:17 GMT -5
The MNKD "Cult" members never had a doubt. When it hit $.666 it was all in for the true believers. I still think Nate is right with his $300+ target. But I think Nate now has $27 target. Basing that on what someone posted here that does subscribe. I do not subscribe. Though, you are correct about how cults work.
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Post by sayhey24 on Oct 10, 2017 19:25:25 GMT -5
I think Nate might have the public number and private number. If Mike closes deal one what do you think the pps is, assuming there is a huge stocking purchase and big quarterly quotas? Add in deal two and then deal three? Sooner or later the RLS BIG shoe is going to drop. I think its a size 16.
I lived the Apple Cult and now the MNKD Cult. The most awesome feeling is looking back on all the pain and how all the pain brings all the joy. Its now on Mike to close the deals. I need more joy.
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Post by golfeveryday on Oct 10, 2017 20:09:09 GMT -5
The MNKD "Cult" members never had a doubt. When it hit $.666 it was all in for the true believers. I still think Nate is right with his $300+ target. when was that prediction? Half that number would be fine with me.
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Post by dreamboatcruise on Oct 10, 2017 20:23:19 GMT -5
I think Nate might have the public number and private number. If Mike closes deal one what do you think the pps is, assuming there is a huge stocking purchase and big quarterly quotas? Add in deal two and then deal three? Sooner or later the RLS BIG shoe is going to drop. I think its a size 16. I lived the Apple Cult and now the MNKD Cult. The most awesome feeling is looking back on all the pain and how all the pain brings all the joy. Its now on Mike to close the deals. I need more joy. Show me one deal for international pharma marketing where regulatory approval is still required that included a "huge stocking purchase". Personally, I'd think the management of any company that would order perishable product before they've even submitted for regulatory approval to be incompetent... so that would actually worry me about the prospects for such partnership. Setting that aside the pop in share price on a deal would totally depend on which of the countries the deal is for, and who the partner is. Except for Japan and China all the other countries potential market share would be well less than 10% of the US market. So minimum effect on share price one would assume might be whatever % it is adding to the potential market size for the given "deal". Personally, I think it could be somewhat higher than that if it occurs in the near term since I think there is still some skepticism about US market potential, and having another international deal (especially if some real upfront money) might help boost confidence in Afrezza in general.
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Post by gamblerjag on Oct 10, 2017 20:52:59 GMT -5
The MNKD "Cult" members never had a doubt. When it hit $.666 it was all in for the true believers. I still think Nate is right with his $300+ target. when was that prediction? Half that number would be fine with me. . Nate made that $300 prediction about a month ago maybe less but it was also based on 10-15 years out. Continued good luck still believing we hit 2014 highs or close to it by late 2018 the wonderful ride up will be much quicker than the slow painful ride down😀
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Post by nylefty on Oct 10, 2017 20:53:23 GMT -5
I think Nate might have the public number and private number. If Mike closes deal one what do you think the pps is, assuming there is a huge stocking purchase and big quarterly quotas? Add in deal two and then deal three? Sooner or later the RLS BIG shoe is going to drop. I think its a size 16. I lived the Apple Cult and now the MNKD Cult. The most awesome feeling is looking back on all the pain Setting that aside the pop in share price on a deal would totally depend on which of the countries the deal is for, and who the partner is. Except for Japan and China all the other countries potential market share would be well less than 10% of the US market. There are 204 million people in Brazil and 1.3 billion in India.
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Post by sayhey24 on Oct 10, 2017 20:56:43 GMT -5
Its on Mike to do the deal. Who wants to be a distributor? Sign the deal, give us the check for 50% and we ship in X months. If they haven't paid off the right guys in X months shame on them, product ships. I never cared if our distributors threw the product in the trash as long as they paid the invoice.
United Arab Emirates is one of the 19 countries and territories of the IDF MENA region. 415 million people have diabetes in the world and more than 35.4 million people in the MENA Region; by 2040 this will rise to 72.1 million.
The diabetes capital of the world with as many as 50 million people suffering from type-2 diabetes, India has a challenge to face.
Should I continue?
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Post by dreamboatcruise on Oct 11, 2017 0:36:43 GMT -5
Setting that aside the pop in share price on a deal would totally depend on which of the countries the deal is for, and who the partner is. Except for Japan and China all the other countries potential market share would be well less than 10% of the US market. There are 204 million people in Brazil and 1.3 billion in India. We've already got the "deal" for Brazil... and scaling the share pop up from that to India gets us... basically nothing. I think you're making part of my point. Many of these countries despite having a lot of people, don't have a lot of $omething else that is important.
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Post by dreamboatcruise on Oct 11, 2017 0:41:50 GMT -5
Its on Mike to do the deal. Who wants to be a distributor? Sign the deal, give us the check for 50% and we ship in X months. If they haven't paid off the right guys in X months shame on them, product ships. I never cared if our distributors threw the product in the trash as long as they paid the invoice. United Arab Emirates is one of the 19 countries and territories of the IDF MENA region. 415 million people have diabetes in the world and more than 35.4 million people in the MENA Region; by 2040 this will rise to 72.1 million. The diabetes capital of the world with as many as 50 million people suffering from type-2 diabetes, India has a challenge to face. Should I continue? Yeah, and how many months is X? I've never heard of a deal like that in pharma. Show me one deal that includes some bulk order (not upfront licensing payment) that was signed prior to regulatory approval. And yes, we all know basic information about geography and demographics... it's a question of business. The fact that there are a lot of people with diabetes in the world could be cited by every company with any product targeting that market. There are then two big questions... how much money do they have to spend on that problem and who they will spend it upon. That is an unpleasant, though relevant, fact of the healthcare business. Even in a region such as "MENA" that has some pockets of wealth, the majority do not get anywhere near the level of access to healthcare and drugs that we do in the US.
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Post by InvesterSam on Oct 11, 2017 4:41:37 GMT -5
The MNKD "Cult" members never had a doubt. When it hit $.666 it was all in for the true believers. I still think Nate is right with his $300+ target. But I think Nate now has $27 target. Basing that on what someone posted here that does subscribe. I do not subscribe. Though, you are correct about how cults work. I believe that Nate means $27 as the current value not including future developments and pipelines.
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