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Post by lojothehus on Mar 28, 2018 15:00:47 GMT -5
Lojothehus - A resounding Yes!
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Post by rombic33 on Mar 28, 2018 15:09:54 GMT -5
Hope dies last
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Post by buyitonsale on Mar 28, 2018 15:43:02 GMT -5
Only if new writers are getting on board or refills retention has stabilized...
Without DTC advertising these are the only drivers IMO.
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Post by mytakeonit on Mar 28, 2018 18:24:32 GMT -5
I say no because 500 has been a thorn for awhile. We should just by pass it and 600 and just go straight to 700+.
Makes sense to me. But kite, the Hawaii boy might say ... "No make sense ... pooka pants!" (Something the kids would say in the playground)
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Post by MnkdWASmyRtrmntPlan on Mar 28, 2018 19:07:42 GMT -5
Lojothehus - A resounding Yes! I don't know if it will be this weekend, but it will be soon. The second quarter will start the upturn. It may be starting now, but April will start for sure. Second quarter sales will be great. Third even better, and it will just keep getting better. $2.25 today. Wow. Quite a deal in my opinion. |
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Post by akemp3000 on Mar 29, 2018 8:44:08 GMT -5
As positive as I am about the future of Mannkind and Afrezza, I'm skeptical this Friday will see a jump. The prior Friday jumped nicely but my guess is that could have been due to scripts catching up from being so down the prior week which endured a brutal winter snow storm over the most populated areas. I would love to be wrong but am keeping this week's hopes in check. If we do jump over 500, it would definitely reinforce Mike's plan. I do expect the following weeks to move up nicely based on Mike's comment at the Oppenheimer.
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Post by kite on Mar 29, 2018 8:55:25 GMT -5
I say no because 500 has been a thorn for awhile. We should just by pass it and 600 and just go straight to 700+. Makes sense to me. But kite, the Hawaii boy might say ... "No make sense ... pooka pants!" (Something the kids would say in the playground)  |
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Post by slugworth008 on Mar 29, 2018 9:49:03 GMT -5
We better hit higher than that. The pps continues to completely dissappoint. 2.20??? at this point is complete BS
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Post by pantaloons on Mar 29, 2018 9:57:12 GMT -5
We better hit higher than that. The pps continues to completely dissappoint. 2.20??? at this point is complete BS Is the runway/funding still expected to last until end of Q2? If so, then a cash infusion is very imminent and there is a great possibility that dilution will be necessary. I suspect this is being priced into SP at this time. |
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Post by matt on Mar 29, 2018 10:57:51 GMT -5
We better hit higher than that. The pps continues to completely dissappoint. 2.20??? at this point is complete BS Is the runway/funding still expected to last until end of Q2? If so, then a cash infusion is very imminent and there is a great possibility that dilution will be necessary. I suspect this is being priced into SP at this time. I think that is a fair assessment. Mike has promised a number of things since arriving at MNKD, some of which he delivered on and some he has not. A hard core fundamental investor would say that he has hit on some of the softer commitments and missed on the harder to achieve financial metrics. He claims he has two term sheets in process and that he hopes to get some big upfront dollars, but the market is showing its disbelief. That is not to say that Mike is deliberately misleading, but the market wants to see executed definitive agreements and the cash in the bank before they will credit his statements. Compounding that perception is presentation at the H.C. Wainwright conference in a few weeks; nobody presents at the Wainwright conferences unless they are looking to do a raise, and the financial terms on Wainwright deals are almost never attractive. When the words and the music don't go together, the market gets nervous. |
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Post by agedhippie on Mar 29, 2018 16:40:27 GMT -5
We better hit higher than that. The pps continues to completely dissappoint. 2.20??? at this point is complete BS Don't say that, I'm seriously considering buying! (honestly) |
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Post by brotherm1 on Mar 29, 2018 17:16:31 GMT -5
We better hit higher than that. The pps continues to completely dissappoint. 2.20??? at this point is complete BS Don't say that, I'm seriously considering buying! (honestly) OK I’ll bite. I am really anxious now to know why YOU, agedhippie, are seriously considering buying?  |
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Post by lennymnkd on Mar 29, 2018 17:19:11 GMT -5
This I gotta hear ! Agedhippie 😀
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Post by wgreystone on Mar 29, 2018 18:37:31 GMT -5
It should be over 500 long time ago. Mike needs to push the sales team harder.
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Post by dreamboatcruise on Mar 29, 2018 18:57:03 GMT -5
Is the runway/funding still expected to last until end of Q2? If so, then a cash infusion is very imminent and there is a great possibility that dilution will be necessary. I suspect this is being priced into SP at this time. I think that is a fair assessment. Mike has promised a number of things since arriving at MNKD, some of which he delivered on and some he has not. A hard core fundamental investor would say that he has hit on some of the softer commitments and missed on the harder to achieve financial metrics. He claims he has two term sheets in process and that he hopes to get some big upfront dollars, but the market is showing its disbelief. That is not to say that Mike is deliberately misleading, but the market wants to see executed definitive agreements and the cash in the bank before they will credit his statements. Compounding that perception is presentation at the H.C. Wainwright conference in a few weeks; nobody presents at the Wainwright conferences unless they are looking to do a raise, and the financial terms on Wainwright deals are almost never attractive. When the words and the music don't go together, the market gets nervous. I do not believe he has ever said that. Said upfront, yes. Shareholders here have speculated "big", but please show me where Mike has ever said anything about the size of such upfront payments. Apologies if I did miss some statement by Mike along those lines. |
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