Things seem pretty clear.

[Deleted]

Limited TV test run in specific markets. Brazil is in play. RXs seem to be stable, not good. But certainly not like a year ago. Dr. Kendall on board. STAT should be introduced at this years ADA. VDEX expanding into other states, with a 95% retention rate. Should see some other moves sooner or later. A raise here a buy in there and we get the time we need to hit $1b valuation. Add to the mix continued Afrezza studies, international expansion, increased coverage, simply put why sell now?
BTW. Still buying weekly.

[dreamboatcruise]

Though it seems clear we are still left with a lot of speculation (as much of your list is) regarding how and when they can get to profitability. It is clear MNKD still has a lot of difficult work ahead of them trying to succeed in a healthcare system that is rigged against them. At least it looks like the right people are in place for the journey.

As for me, it's mostly holding and waiting. I think we may get further share price weakness on earnings call and with the next round of financing. IF I buy more it likely wouldn't be until after those two events. If we get another nice surge up before those two events I likely will sell some May calls I have. In the past I've strictly been a buy and hold person, but have had way too many calls expire worthless that I could have made money on if I'd taken advantage of opportunities to sell. The why sell is as it always has... if the risk profile is too great for ones investment needs or more strategically with the realization that there could be more dilution and opportunity to buy back in at a lower price.