|
|
Post by compound26 on Apr 12, 2018 17:20:37 GMT -5
| Q1 | Q2 | Q3 | Q4 | | 1 | Hired new national sales director | New commercial stretety | Deal 2 announcement (China?) | Brazil approval | | 2 | Reshuffled sales force | New market campaign | Publish existing trial data | A-One trial results | | 3 | Revamped incentives policies | Add Afrezza earlier to treatments | One drop (app support + cash program)? | Levin trial results | | 4 | Announced CVS contract | Publish existing trial data | Improve insurance coverage | File in Mexico? | | 5 | Weekly TRX reached 519 | STAT data announcement at ADA | Negotiate other international deals | Improve insurance coverage | | 6 | Hired Renowned CMO (Dr. Kendall) | Hypo Rates poster for ADA | European Diabetes Meetings (4 Posters) | Publish existing trial data | | 7 | TreT Phase 1 started | Improve insurance coverage |
| Negotiate other international deals | | 8 |
| Raised cash ($28 million) |
|
| | 9 |
| Phase out legacy Sanofi packaging |
|
| | 10 |
| Revamped Affreza.com website |
|
| | 11 |
| Formed Scientific Advisory Board |
|
| | 12 |
| Deal 1 announced (India) |
|
| | 13 |
| TreT phase 1 completed |
|
|
|
| Weekly TRX reached 561 |
|
|
|
|
|
|
Post by lakers on Apr 12, 2018 18:05:40 GMT -5
I might add 6% negotiated Equity Stake by partner(s)? Any Unsolicited stake would cause the pps to spike which would be countered by Mnkd Selling ATM and/or trigger poison pill.
Any serious, long term partner would want Mnkd to stay solvent hence requiring an equity stake.
RLS Dronabinol Milestone payment if IND is filed, and/or CLS.
Brazil approval Milestone payment in 4Q18. Since the Brazil deal doesn’t have upfront, the deal could be heavily backend loaded with decent Milestones and royalty.
|
|
|
|
Post by falconquest on Apr 12, 2018 18:17:59 GMT -5
Nothing. $2.10 share price EOY.
|
|
|
|
Post by golfeveryday on Apr 12, 2018 18:18:43 GMT -5
I might add 6% Equity Stake by partner(s)? Unsolicited stake would cause the pps to spike which would be countered by Mnkd Selling ATM and/or trigger poison pill. where does 6% come from? |
|
|
|
Post by golfeveryday on Apr 12, 2018 18:19:14 GMT -5
| Q1 | Q2 | Q3 | Q4 | | 1 | Hired new national sales director | New commercial stretety | Deal 2 announcement (China?) | Brazil approval | | 2 | Reshuffled sales force | New market campaign | Publish existing trial data | A-One trial results | | 3 | Revamped incentives policies | Add Afrezza earlier to treatments | One drop (app support + cash program)? | Levin trial results | | 4 | Announced CVS contract | Publish existing trial data | Improve insurance coverage | File in Mexico? | | 5 | Weekly TRX reached 519 | STAT data announcement at ADA | Negotiate other international deals | Improve insurance coverage | | 6 |
| Deal 1 announcement (India?) | treprostinil phase 1 trial results | Publish existing trial data | | 7 |
| Improve insurance coverage |
| Negotiate other international deals | | 8 |
| Raised cash ($28 million) |
|
| | 9 |
| Phase out legacy Sanofi packaging |
|
| | 10 |
| Revamped Affreza.com website |
|
|
what about US Co-pro? |
|
|
|
Post by compound26 on Apr 12, 2018 18:23:45 GMT -5
There is too much uncertainty about the co-promotion partner, especially regarding when it will happen. So I did not put it on the chart.
|
|
|
|
Post by dreamboatcruise on Apr 12, 2018 18:30:26 GMT -5
What about next round of selling stock to raise cash? Q3 or Q4
|
|
|
|
Post by golfeveryday on Apr 12, 2018 18:51:26 GMT -5
I might add 6% negotiated Equity Stake by partner(s)? Any Unsolicited stake would cause the pps to spike which would be countered by Mnkd Selling ATM and/or trigger poison pill. Any serious, long term partner would want Mnkd to stay solvent hence requiring an equity stake. RLS Dronabinol Milestone payment if IND is filed, and/or CLS. Brazil approval Milestone payment in 4Q18. 6% is very specific. Where does that come from? At what price? |
|
|
|
Post by joeypotsandpans on Apr 12, 2018 19:10:46 GMT -5
| Q1 | Q2 | Q3 | Q4 | | 1 | Hired new national sales director | New commercial stretety | Deal 2 announcement (China?) | Brazil approval | | 2 | Reshuffled sales force | New market campaign | Publish existing trial data | A-One trial results | | 3 | Revamped incentives policies | Add Afrezza earlier to treatments | One drop (app support + cash program)? | Levin trial results | | 4 | Announced CVS contract | Publish existing trial data | Improve insurance coverage | File in Mexico? | | 5 | Weekly TRX reached 519 | STAT data announcement at ADA | Negotiate other international deals | Improve insurance coverage | | 6 | HIRED RENOWNED CMO | Deal 1 announcement (India?) | treprostinil phase 1 trial results | Publish existing trial data | | 7 |
| Improve insurance coverage |
| Negotiate other international deals | | 8 |
| Raised cash ($28 million) |
|
| | 9 |
| Phase out legacy Sanofi packaging |
|
| | 10 |
| Revamped Affreza.com website |
|
|
Compound, you left out the single most important catalyst in 2018 IMO I put number 6 down and actually it should be numero uno, reading this interview will hands down illustrate the most important addition to the company and Afrezza in 2018. One cannot underestimate the value and credibility that Dr. Kendall adds/brings to the battles those being the war on Diabetes and the war on the dark side  IMO. For those that haven't seen it or just need a reminder www.healthline.com/diabetesmine/david-kendall-from-lilly-to-Afrezza-inhaled-insulin#1 |
|
|
|
Post by compound26 on Apr 12, 2018 19:25:29 GMT -5
| Q1 | Q2 | Q3 | Q4 | | 1 | Hired new national sales director | New commercial stretety | Deal 2 announcement (China?) | Brazil approval | | 2 | Reshuffled sales force | New market campaign | Publish existing trial data | A-One trial results | | 3 | Revamped incentives policies | Add Afrezza earlier to treatments | One drop (app support + cash program)? | Levin trial results | | 4 | Announced CVS contract | Publish existing trial data | Improve insurance coverage | File in Mexico? | | 5 | Weekly TRX reached 519 | STAT data announcement at ADA | Negotiate other international deals | Improve insurance coverage | | 6 | HIRED RENOWNED CMO | Deal 1 announcement (India?) | treprostinil phase 1 trial results | Publish existing trial data | | 7 |
| Improve insurance coverage |
| Negotiate other international deals | | 8 |
| Raised cash ($28 million) |
|
| | 9 |
| Phase out legacy Sanofi packaging |
|
| | 10 |
| Revamped Affreza.com website |
|
|
Compound, you left out the single most important catalyst in 2018 IMO I put number 6 down and actually it should be numero uno, reading this interview will hands down illustrate the most important addition to the company and Afrezza in 2018. One cannot underestimate the value and credibility that Dr. Kendall adds/brings to the battles those being the war on Diabetes and the war on the dark side IMO. For those that haven't seen it or just need a reminder www.healthline.com/diabetesmine/david-kendall-from-lilly-to-Afrezza-inhaled-insulin#1 Agree! I have added this one to the chart. |
|
|
|
Post by lakers on Apr 12, 2018 19:34:09 GMT -5
Mnkd announced Dr Kendall on 2/6/18 before 4Q17 ER on 2/27/18 when Mike broached the two term sheets. To reel in the CMO, Mike must have convinced him of Mnkd solvency, immediate international expansion, and tremendous upside.
|
|
|
|
Post by digger on Apr 12, 2018 20:54:57 GMT -5
I might add 6% negotiated Equity Stake by partner(s)? Any Unsolicited stake would cause the pps to spike which would be countered by Mnkd Selling ATM and/or trigger poison pill. Any serious, long term partner would want Mnkd to stay solvent hence requiring an equity stake. RLS Dronabinol Milestone payment if IND is filed, and/or CLS. Brazil approval Milestone payment in 4Q18. Since the Brazil deal doesn’t have upfront, the deal could be heavily backend loaded with decent Milestones and royalty. What is the "Brazil approval milestone payment"? How much is it? |
|
|
|
Post by peppy on Apr 13, 2018 13:56:45 GMT -5
as far as improve insurance coverage/marketing, Beyond Type One Events Schedule in CA and MN. /photo/1?tfw_site=proboards&ref_src=twsrc%5Etfw&ref_url=http%3A%2F%2Fmnkd.proboards.com%2Fthread%2F5902%2Fmnkd-on-twitter%3Fpage%3D69 Dr. Kendall has Minnesota ties. United Health based out of Minnesota? Looks like we have something to see headway with united health. beyondtype1.org/slipstreams2018/goyocafe pointed out the sponsors. Is this part of the new marketing? Thank you for the thread compound. |
|
|
|
Post by myocat on Apr 13, 2018 14:22:47 GMT -5
Here is my forecast
Q1 - Dilution
Q2 - Dilution
Q3 - Dilution
Q4 - Dilution.
For those who voted to authorize 140 mil shares, plan to reduce your networth.
|
|
|
|
Post by traderdennis on Apr 13, 2018 14:59:22 GMT -5
Here is my forecast Q1 - Dilution Q2 - Dilution Q3 - Dilution Q4 - Dilution. For those who voted to authorize 140 mil shares, plan to reduce your networth. I think you forgot Q4 - Authorize additional shares |
|
IMO. 
