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Post by akemp3000 on Feb 8, 2018 11:38:28 GMT -5
There seems to be anxious anticipation about the forthcoming earnings call. IMO, it will either show Mannkind barely met the low end of expectations or barely missed expectations, neither of which would change my investment outlook. I'm more anxious to see scripts rise from the recent marketing push, learning why Dr. Kendall wasn't concerned about cash flow, hearing surprise announcements (since they usually are) and hearing the basic financial update. I'm curious as to why such anticipation for what I expect to be a bland earnings call...unless accompanied by news.
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Post by peppy on Feb 8, 2018 11:45:01 GMT -5
There seems to be anxious anticipation about the forthcoming earnings call. IMO, it will either show Mannkind barely met the low end of expectations or barely missed expectations, neither of which would change my investment outlook. I'm more anxious to see scripts rise from the recent marketing push, learning why Dr. Kendall wasn't concerned about cash flow, hearing surprise announcements (since they usually are) and hearing the basic financial update. I'm curious as to why such anticipation for what I expect to be a bland earnings call...unless accompanied by news. Money honey. |
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Post by sportsrancho on Feb 8, 2018 11:48:59 GMT -5
There seems to be anxious anticipation about the forthcoming earnings call. IMO, it will either show Mannkind barely met the low end of expectations or barely missed expectations, neither of which would change my investment outlook. I'm more anxious to see scripts rise from the recent marketing push, learning why Dr. Kendall wasn't concerned about cash flow, hearing surprise announcements (since they usually are) and hearing the basic financial update. I'm curious as to why such anticipation for what I expect to be a bland earnings call...unless accompanied by news. I’m anticipating him telling us, or giving guidance as to when we will break even. I’m hoping for 3 or 4 more Fridays of good scripts before the earnings call:-) |
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Post by akemp3000 on Feb 8, 2018 12:22:34 GMT -5
I’m anticipating him telling us, or giving guidance as to when we will break even. I’m hoping for 3 or 4 more Fridays of good scripts before the earnings call:-) Good point. What a drastic difference the break even calculation might have if/when the call is preceded by several good reporting days. |
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Post by dh4mizzou on Feb 8, 2018 12:23:08 GMT -5
Curious. Are the TV ads still running? I haven't seen one lately but may not be watching the right channels either. If it ain't sports, home renovations or historical I'm probably not watching it.
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Post by sportsrancho on Feb 8, 2018 12:27:23 GMT -5
Curious. Are the TV ads still running? I haven't seen one lately but may not be watching the right channels either. If it ain't sports, home renovations or historical I'm probably not watching it. I have no idea where I heard this but someone mentioned that they might be slowing them down over the holidays because people just do not pay attention or have time during that period.( I never did see one. ) Has anyone else seen them lately? |
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Post by mytakeonit on Feb 8, 2018 13:08:57 GMT -5
I hope Mike C doesn't give us a prediction on when we will break even. This board is so quick to point fingers and say ... he said this ... he said that. Just wait patiently kids and the reports will come. Then ... you can scream ... www.youtube.com/watch?v=bRl_sBg6GX8 |
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Post by sirlurkalot on Feb 8, 2018 14:52:36 GMT -5
There seems to be anxious anticipation about the forthcoming earnings call. IMO, it will either show Mannkind barely met the low end of expectations or barely missed expectations, neither of which would change my investment outlook. I'm more anxious to see scripts rise from the recent marketing push, learning why Dr. Kendall wasn't concerned about cash flow, hearing surprise announcements (since they usually are) and hearing the basic financial update. I'm curious as to why such anticipation for what I expect to be a bland earnings call...unless accompanied by news. IIRC, Mike alluded to some communication prior to EC. I don't have time to research threads and stuff. I do have a case of long-time MNKD bagholder's fever and time for self-deluded fantasies. Wouldn't it be nice to hear some noise that rockets SP pre-EC and drowns out earnings? A boy can dream...like so many MNKD longs. |
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Post by dreamboatcruise on Feb 8, 2018 16:25:40 GMT -5
There seems to be anxious anticipation about the forthcoming earnings call. IMO, it will either show Mannkind barely met the low end of expectations or barely missed expectations, neither of which would change my investment outlook. I'm more anxious to see scripts rise from the recent marketing push, learning why Dr. Kendall wasn't concerned about cash flow, hearing surprise announcements (since they usually are) and hearing the basic financial update. I'm curious as to why such anticipation for what I expect to be a bland earnings call...unless accompanied by news. Do remember that originally Mike gave a pretty broad range for 2H2017. Even missing by a little bit on the low end is an indicator that is meaningful. Either they don't have the level of visibility/understanding that Wall Street would want, or Mike was engagement in some intentional fluffery in order to run up share price. "Barely" is also in the eye of the observer. I have a feeling that long time investors here will be more forgiving in labeling any miss as a bare miss. Others will likely have different adjectives. |
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Post by dreamboatcruise on Feb 8, 2018 16:30:41 GMT -5
I hope Mike C doesn't give us a prediction on when we will break even. This board is so quick to point fingers and say ... he said this ... he said that. Just wait patiently kids and the reports will come. Then ... you can scream ... www.youtube.com/watch?v=bRl_sBg6GX8That is better than giving guidance and missing. The crowd here actually is the crowd that will hang in without management having the ability to give guidance. Just be aware that Wall Street in general will never be interested in MNKD as an investment until management does have the ability to give reliable guidance. In the meantime we will have to have patience with depressed share price. |
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Post by sportsrancho on Feb 8, 2018 16:40:35 GMT -5
Eventually what we need to do is beat guidance three earnings calls in a row and have the analysts that used to cover us come back. Then Wall Street will be talking about the amazing turnaround. But the pps will start to move up way before that. IMO
Then when we’re in the 20s Cramer will scream buy buy buy!
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Post by careful2invest on Feb 8, 2018 17:20:37 GMT -5
Eventually what we need to do is beat guidance three earnings calls in a row and have the analysts that used to cover us come back. Then Wall Street will be talking about the amazing turnaround. But the pps will start to move up way before that. IMO Then when we’re in the 20s Cramer will scream buy buy buy! If /when that happens, That will truly be nothing short of "epic" GLTA! |
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Post by mytakeonit on Feb 8, 2018 17:38:50 GMT -5
Who's Cramer ... I told him bye bye bye a long time ago.
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Post by sportsrancho on Feb 8, 2018 17:45:46 GMT -5
Who's Cramer ... I told him bye bye bye a long time ago. You may be saying “hi hi hi” if Mike’s on the show:-) After Pete has him on HalfTime of course... |
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Post by buyitonsale on Feb 8, 2018 18:06:46 GMT -5
Mike said at Noble conference "volume of the company will come ex US". We need projected diabetic population penetration rates, yearly sales figures and timeline for Brazil and other near term countries. Without international expansion I do not see any other way to break even in the near term, so Mike and friends, can we please move it along  |
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