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Post by casualinvestor on Jan 31, 2018 8:50:10 GMT -5
I was hoping for a slide on the impact they have seen from TV commercials. They must have data. Sadly, I think it's too soon to see an impact in pharmacy sales. By memory, I think regional ads started in early December? They need to see the add several times, get a doctor visit and then work out insurance coverage. I'd love to be wrong... |
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Post by sportsrancho on Jan 31, 2018 9:52:35 GMT -5
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Post by jonny80s on Jan 31, 2018 10:13:20 GMT -5
For this to happen they need to get the SP to $4-5. 40mil/q, 480mil for 3 years of funding.
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Post by sportsrancho on Jan 31, 2018 10:25:30 GMT -5
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Post by sportsrancho on Jan 31, 2018 10:45:38 GMT -5
Just a thought....If any of you are worried about dilution then sell calls on your shares. You should quickly make up for the dilution by doing that again and again. But you would also lose any upside if we have a surprise announcement.
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Post by boca1girl on Jan 31, 2018 10:51:44 GMT -5
Near term price target now $15, up from $10 that he was forecasting in Dec. |
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Post by sportsrancho on Jan 31, 2018 11:01:47 GMT -5
I’ve always thought that’s why we made the 180 turn from the EpiPen to the hypertension because we have a potential partner. If that’s the case it may leak soon...
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Post by jonny80s on Jan 31, 2018 11:06:54 GMT -5
We can all hope.
If this is the case... why bother with NobleCon?
If they have a partner for one of their pipeline candidates I imagine the deal would include funding of Mnkd to see the project through.
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Post by jonny80s on Jan 31, 2018 11:10:24 GMT -5
The Epi sidetrack was Mike just trying to ride the wave of Epi price-gouging.
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Post by sportsrancho on Jan 31, 2018 11:24:31 GMT -5
We can all hope. If this is the case... why bother with NobleCon? If they have a partner for one of their pipeline candidates I imagine the deal would include funding of Mnkd to see the project through. I don’t know, it might be six months down the road, there’s a reason why Spencer’s is trying to get out ahead of this. IMO |
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Post by babaoriley on Jan 31, 2018 11:25:38 GMT -5
I was hoping for a slide on the impact they have seen from TV commercials. They must have data. it's too soon to see an impact in pharmacy sales. By memory, I think regional ads started in early December? They need to see the add several times, get a doctor visit and then work out insurance coverage. I'd love to be wrong... "Sadly, I think" - you know, I think sadly a lot these days, too. |
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Post by babaoriley on Jan 31, 2018 11:32:33 GMT -5
Just a thought....If any of you are worried about dilution then sell calls on your shares. You should quickly make up for the dilution by doing that again and again. But you would also lose any upside if we have a surprise announcement. Sports, were you the head cheerleader at your high school (if not, you probably just weren't interested)? If so, I hope your football team didn't go 0-10. Your devotion and hard work is estimable. Only DBC spends more time reading and posting on this board. His devotion and hard work are not estimable, though.  |
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Post by Deleted on Jan 31, 2018 11:47:53 GMT -5
Its a steep slope for Mike C but if can pull it off, we can rename him "Little Al". |
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Post by sportsrancho on Jan 31, 2018 11:48:06 GMT -5
Just a thought....If any of you are worried about dilution then sell calls on your shares. You should quickly make up for the dilution by doing that again and again. But you would also lose any upside if we have a surprise announcement. Sports, were you the head cheerleader at your high school (if not, you probably just weren't interested)? If so, I hope your football team didn't go 0-10. Your devotion and hard work is estimable. Only DBC spends more time reading and posting on this board. His devotion and hard work are not estimable, though. I never went to one football game. Was gone from Friday afternoon to Sunday night showing horses on the circuit (Western equitation ) |
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Post by golfeveryday on Jan 31, 2018 12:10:31 GMT -5
I’ve always thought that’s why we made the 180 turn from the EpiPen to the hypertension because we have a potential partner. If that’s the case it may leak soon... international Afrezza partner and a Trep partner would be a nice one-two punch to the short position. |
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