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Post by mytakeonit on Mar 1, 2018 19:29:48 GMT -5
Not to mention my investment portfolio !!!
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Post by digger on Mar 2, 2018 0:02:56 GMT -5
Can someone explain slide 21 of the presentation. It says "4x growth in new writers." I'm afraid I don't understand what that means. Why doesn't he simply state the number of writers before the commercials and then the number after? That would be a lot simpler. I was happy to see this. digger when you have 2 and you go to 8 that is a four time increase. It also says "13x growth in average weekly unique writers." What's a "unique writer"? Plus it also says, "3x growth in average weekly Trx." That sounds good to me, but then he seems to imply that they won't be spending much on DTC this quarter. I don't get it. If anything you might think that if they doubled ad money, they might see a "6x" increase in Trx. Then again, if these markets were producing only 1 script to begin with, producing 3 after spending 5 million probably isn't worth it. They should present the actual numbers of new prescribers, etc, before and after starting the DTC so we can see what's being accomplished.
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Post by peppy on Mar 2, 2018 5:50:00 GMT -5
I was happy to see this. digger when you have 2 and you go to 8 that is a four time increase. It also says "13x growth in average weekly unique writers." What's a "unique writer"? Plus it also says, "3x growth in average weekly Trx." That sounds good to me, but then he seems to imply that they won't be spending much on DTC this quarter. I don't get it. If anything you might think that if they doubled ad money, they might see a "6x" increase in Trx. Then again, if these markets were producing only 1 script to begin with, producing 3 after spending 5 million probably isn't worth it. They should present the actual numbers of new prescribers, etc, before and after starting the DTC so we can see what's being accomplished.Quote: They should present the actual numbers of new prescribers, etc, before and after starting the DTC so we can see what's being accomplished. Reply: how is it that you are not on the board of directors? Big mistake.
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Post by digger on Mar 2, 2018 8:16:20 GMT -5
It also says "13x growth in average weekly unique writers." What's a "unique writer"? Plus it also says, "3x growth in average weekly Trx." That sounds good to me, but then he seems to imply that they won't be spending much on DTC this quarter. I don't get it. If anything you might think that if they doubled ad money, they might see a "6x" increase in Trx. Then again, if these markets were producing only 1 script to begin with, producing 3 after spending 5 million probably isn't worth it. They should present the actual numbers of new prescribers, etc, before and after starting the DTC so we can see what's being accomplished.Quote: They should present the actual numbers of new prescribers, etc, before and after starting the DTC so we can see what's being accomplished. Reply: how is it that you are not on the board of directors? Big mistake. Mistake? My mistake? How so? The numbers as presented simply confuse me. I still haven't figured out what a "unique writer" is.
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Post by peppy on Mar 2, 2018 8:21:15 GMT -5
Quote: They should present the actual numbers of new prescribers, etc, before and after starting the DTC so we can see what's being accomplished. Reply: how is it that you are not on the board of directors? Big mistake. Mistake? My mistake? How so? The numbers as presented simply confuse me. I still haven't figured out what a "unique writer" is. Digger, big mistake that MNKD does not have YOU on the board of directors. I am happy to help.
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Post by xanet on Mar 2, 2018 13:21:15 GMT -5
Why do they need a new ATM? I don't recall hearing anything about the "old" ATM being used. Do these agreements have an end date? Mike C wrote a comment at the end of a Seeking Alpha article indicating that this ATM is just a transfer: "The ATM has been in place for over two years and only now do you comment on it bc we moved it from FBR to Cantor so all of a sudden it’s new. We have always had this in place as m option and the company could have choose to use the ATM during this time to cause dilution and for the most part 99% of the ATM still exists during the last two years demonstrating our focus on minimizing dilution by only making choices at the right share price."
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