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Post by dreamboatcruise on Nov 4, 2014 11:21:12 GMT -5
Only time will tell what upgrades we might see in the next 90 days. I know that one of the questions came yesterday from Adnan Butt of RBC Capital. He follows MannKind so hopefully he will issue a reaffirmation of his past positive comments. Below is a chart as of today of some the current Analyst ratings. Is the Investars Smartindex based on the firms performance record, the particular analyst's overall record or stock specific? |
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Post by kc on Nov 4, 2014 12:47:55 GMT -5
Bank of America and Merrill Lynch want to tank the PPS to buy more shares. They were very neg about the call. --- love their rating of Underperform. They know how to play the short game. I bet it does the opposite. Their rational is not even very transparant. What they are saying is BUY BUY BUY before November 20, 2014 when SNY gives more details. BofA/Merrill Lynch analyst Steve Byrne reiterated an Underperform rating and $4 price target on Mannkind (NASDAQ: MNKD) following Q3 earnings and ahead of the Afrezza launch. The analyst notes that on the call the company highlighted that Sanofi is fully committed to the launch of Afrezza in spite of its CEO termination and weakness in basal insulin pricing. |
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Post by seanismorris on Nov 4, 2014 13:25:32 GMT -5
MNKD stock is vulnerable right now. With Sanofi's CEO getting fired and no (stock moving) news coming out of Mannkind the stock will probably move down or sideways at best. Nov. 20th will be a big day for Mannkind investors... I was planning to add to MNKD in early Nov. but I bought Sanofi (after the firing) instead. I'm still very much a believer in Afrezza, I just don't see now (this, or next week) as the time to buy. I'm going to wait until after the 20th and possibly wait until I see Sanofi's marketing efforts.
Right now analysts are not our friends, and they probably won't be until we see some sales. Unfortunately analysts work for companies that make money being short or bullish. And, it's easier to be negative...
We had a general stock sell off and a recovery to all time highs...but the increase has been very uneven with people still very risk adverse (I.e. MNKD). Still not liking this market and the strong dollar may be a headwind.
But, 2 years from now I think we'll be looking back at MNKD and wishing we bought more.
MNKD = short term (hold) long term (buy)
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Post by tchalaa on Nov 4, 2014 16:24:40 GMT -5
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Post by BD on Nov 21, 2014 7:35:42 GMT -5
05:39 EDT MNKD theflyonthewall.com: MannKind, Sanofi on track to launch Afrezza in Q1, says Piper Jaffray
Piper Jaffray notes Sanofi (SNY) discussed its preparation for Afrezza launch during yesterday's New Medicine Event and that the drug is on track to launch in Q1 of 2015. Piper says its "increasingly optimistic" for the drugs outlook, despite investors' "bearish" outlook for Afrezza. Piper keeps a Neutral rating on MannKind (MNKD), but adds the recent pullback could make the stock "more interesting." :theflyonthewall.com
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Post by otherottawaguy on Nov 21, 2014 10:42:42 GMT -5
What was peanutbutter and jams (PJ) dollar estimate for the year forward?
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Post by Deleted on Nov 24, 2014 8:07:46 GMT -5
Schwab upgrade from D to C (hold).
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Post by Deleted on Dec 23, 2014 8:50:25 GMT -5
RBC research, link from the YHOO board:
wwwdotinvestorvillagedotcom/uploads/51871/files/mnkddec2014.pdf (copy and paste)
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Post by BD on Dec 23, 2014 10:48:34 GMT -5
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Post by brentie on Dec 23, 2014 15:51:36 GMT -5
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Post by joeypotsandpans on Jan 12, 2015 16:07:31 GMT -5
Griffin Securities Analyst Thinks New MannKind Management Will Focus On R&D, Not Sanofi Merger
Last update: 12/01/2015 12:18:14 pm
Speaking to Benzinga, Griffin Securities Analyst Dr. Keith Markey said that after MannKind Corporation (NASDAQ: MNKD) founder Alfred Mann retires from his role as CEO, the new management will probably not pursue a merger with Sanofi SA (ADR) (NYSE: SNY).
"I think what they’re going to do next is actually build out their R&D pipeline," he said.
Shares of MannKind were trading down 5 percent, but Markey doesn’t think that’s related to the retirement announcement.
"Frankly, a 3 percent or even a 5 percent change in the value of the stock doesn’t mean anything. It changes that much every day practically, so I would say it’s not even worth talking about," he said.
Sanofi, contrast, was trading 0.5 percent up in Monday's session.
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Post by gwb on Jan 15, 2015 10:54:26 GMT -5
www.smarteranalyst.com/2015/01/15/mannkind-analyst-cory-kasimov-provides-update-j-p-morgan-healthcare-conference/
MannKind: Analyst Cory Kasimov Provides Update From The J.P. Morgan Healthcare Conference
January 15, 2015 10:15 AM EDT by Editor Ben Mahaney in Exclusively Published • Healthcare • Insights
J.P. Morgan’s healthcare analyst Cory Kasimov weighed in today with a review on MannKind Corporation (NASDAQ:MNKD), straight from the 2015 J.P. Morgan Healthcare Conference in San Francisco. The analyst rates the stock a Neutral with a $5.50 price target.
Kasimov noted, “Not much new came out of recently retired CEO Al Mann and new CEO Hakan Edstrom’s presentation ahead of Afrezza’s US launch in 1Q. Much focus of the presentation was on the executive changes, acknowledging all Al has done in his career for diabetics.”
The following bullets contain some highlights from the presentation:
◦MNKD believes further leveraging their Technosphere platform is the next stage of growth for the co, especially with FDA approval of the technology; Next steps for the platform will be discussed at the next Board meeting (by end of Feb).
◦MNKD noted that the safety studies completed for Afrezza can be leveraged for new potential products based off the Technosphere technology.
◦Significant change in cash burn rate expected beginning in 1Q.
◦SNY/MNKD plan to launch Afrezza in the US in 1Q15. Preparation for an EU filing is expected after the US launch.
◦There is nothing in MNKD’s agreement with SNY that would prevent another co from acquiring MNKD’s shares.
According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Cory Kasimov has a total average return of 12.3% and a 56.1% success rate. Kasimov has a 51.9% average return when recommending MNKD, and is ranked #511 out of 3426 analysts.
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Post by liane on Jan 16, 2015 15:41:19 GMT -5
MLV Reiterates Hold On MannKind As Afrezza Launch Is In Full Swing www.smarteranalyst.com/2015/01/16/mlv-reiterates-hold-mannkind-afrezza-launch-full-swing/ January 16, 2015 2:56 PM EDT by Editor Ben Mahaney in Exclusively Published • Healthcare • Insights In a research report published Friday, MLV analyst Arlinda Lee reiterated a Hold rating on MannKind Corporation (NASDAQ:MNKD) with a price target of $7.00, which represents a potential upside of 33% from where the stock is currently trading. Lee noted, “Much has been made about partner Sanofi’s reticence on its US launch of Afrezza rapid-acting inhaled insulin. After conversations with management, we believe MNKD and SNY are on track for their 1Q launch of Afrezza. As the Company works to make physicians aware of Afrezza’s benefits to a targeted diabetes population of 6 million patients, we look to NRx and TRx data for Afrezza as well as possible news regarding new pipeline products to be nearterm catalysts for MNKD stock.” The analyst added, “Due to limited visibility on launch trajectory and costs, as well as accounting rules, we note investors should not expect to see revenues flowing into MNKD’s P&L until 2016, at the earliest.” According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Arlinda Lee has a total average return of 16.8% and a 65.0% success rate. Lee is ranked #578 out of 3426 analysts. |
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Post by tbone on Jan 28, 2015 22:15:13 GMT -5
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Post by BD on Jan 28, 2015 22:49:52 GMT -5
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