|
Post by yash on Apr 14, 2018 9:26:59 GMT -5
By 2020 either we will be zero or we will be hero ($90)
|
|
|
Post by agedhippie on Apr 14, 2018 10:06:14 GMT -5
By 2020 either we will be zero or we will be hero ($90) Those are the extremes Companies can get stuck in the "living dead" mode. They don't make that breakout, but they have just sufficient resources to survive. You see that in particular in startups. Somebody once said to me that start ups (which is where Mannkind is effectively) are about surviving until that one lucky break and certainly that is what I have seen over the years.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 14, 2018 12:50:48 GMT -5
By 2020 either we will be zero or we will be hero ($90) I disagree. MannKind probably can survive through 2019 with its authorized share count of 280 million. If Afrezza doesn't demonstrate 25% sequential quarter / quarter script growth MannKind will need to find a buyer for it in order to progress the pipeline; otherwise it's lights out. You can now shoot the messenger.
|
|
|
Post by sportsrancho on Apr 14, 2018 13:31:54 GMT -5
I agree, they are going to have to sell it, or sell it and advance the pipeline.
|
|
|
Post by brotherm1 on Apr 14, 2018 20:39:26 GMT -5
I agree, they are going to have to sell it, or sell it and advance the pipeline. Perhaps sell it but still manufacture it?
|
|
|
Post by goyocafe on Apr 15, 2018 8:51:36 GMT -5
I agree, they are going to have to sell it, or sell it and advance the pipeline. Just playing devil’s advocate for a minute, Why bring in a cmo with a primary specialty in diabetes if they intend to sell their only approved drug, that is specific to diabetes? I doubt Dr. Kendall would come aboard if that is the plan, and I doubt the idea of selling Afrezza would come as a sudden revelation to Mike. It doesn’t make sense unless they already have an offer that would be acceptable to both of them, and it is contingent on the addition of a new class of insulin that would clear up the insurance road block. Getting that far, however, would beg the question why not then find an equity partner rather than sell it outright?
|
|
|
Post by boca1girl on Apr 15, 2018 9:01:17 GMT -5
I agree, they are going to have to sell it, or sell it and advance the pipeline. Just playing devil’s advocate for a minute, Why bring in a cmo with a primary specialty in diabetes if they intend to sell their only approved drug, that is specific to diabetes? I doubt Dr. Kendall would come aboard if that is the plan, and I doubt the idea of selling Afrezza would come as a sudden revelation to Mike. It doesn’t make sense unless they already have an offer that would be acceptable to both of them, and it is contingent on the addition of a new class of insulin that would clear up the insurance road block. Getting that far, however, would beg the question why not then find an equity partner rather than sell it outright? I share your viewpoint. But some may think that Dr. Kendall was planted by Lilly. When he is able to influence the standard of care to insulin first, then Lilly steps in with partnership or buyout.
|
|
|
Post by winner on Apr 15, 2018 9:25:56 GMT -5
boca1girl My thoughts exactly. That's why I have (money permitting) been averaging down. I was able to pick up 500 shares this week. My total is now 21,500 and growing..... Best of luck to all MNKD equity holders....
|
|
|
Post by sportsrancho on Apr 15, 2018 9:37:07 GMT -5
I agree, they are going to have to sell it, or sell it and advance the pipeline. Just playing devil’s advocate for a minute, Why bring in a cmo with a primary specialty in diabetes if they intend to sell their only approved drug, that is specific to diabetes? I doubt Dr. Kendall would come aboard if that is the plan, and I doubt the idea of selling Afrezza would come as a sudden revelation to Mike. It doesn’t make sense unless they already have an offer that would be acceptable to both of them, and it is contingent on the addition of a new class of insulin that would clear up the insurance road block. Getting that far, however, would beg the question why not then find an equity partner rather than sell it outright? I’m pretty sure they have no intention of selling it. And have every intention of making it the standard of care, and this being the, or close to the biggest turn around in pharma history. On the outside it looks like we don’t have enough reps...we need a partner. And not enough money to create the awareness we need. On the inside any number of things could be happening. I can understand the Lilly theory. I can understand letting someone else sell it and we produce it. I believe we have a year and a half on Mike’s chart before we take off as far as launches go. Many offers will come in at that point. IMO. With that being said, I believe Mike’s here for the long-haul:-)
|
|
|
Post by goyocafe on Apr 15, 2018 9:38:18 GMT -5
Just playing devil’s advocate for a minute, Why bring in a cmo with a primary specialty in diabetes if they intend to sell their only approved drug, that is specific to diabetes? I doubt Dr. Kendall would come aboard if that is the plan, and I doubt the idea of selling Afrezza would come as a sudden revelation to Mike. It doesn’t make sense unless they already have an offer that would be acceptable to both of them, and it is contingent on the addition of a new class of insulin that would clear up the insurance road block. Getting that far, however, would beg the question why not then find an equity partner rather than sell it outright? I share your viewpoint. But some may think that Dr. Kendall was planted by Lilly. When he is able to influence the standard of care to insulin first, then Lilly steps in with partnership or buyout. Insulin first? Given the unique characteristics of Afrezza, I suspect the implication to that possibility would allow that to read “Afrezza first!” Fiasp won’t be able to hide behind it’s “hours” time units forever and the truth will be heard and seen. I hope the newly revamped Afrezza website will post its own table using consistent time units, preferably minutes, for all timing charts.
|
|
|
Post by sportsrancho on Apr 15, 2018 10:11:23 GMT -5
This is part fact part theory.... David watched from a far for over year with a lot of talking going back-and-forth. This was a strategic move on his part because of his knowledge and belief in Afrezza. I think he knows what he can do and how he will do it. But something happened recently to make him believe he would have the time and resources to do it. And he made the move. In my theory it isn’t Lilly. I don’t think we’re on anybody’s radar yet, but I do believe in a year and a half we will be on everyone’s:-)
|
|
|
Post by pat on Apr 15, 2018 10:34:35 GMT -5
I think that the stat study will show beyond a doubt that the science works, and really is better than anything out there. Our new CMO will lend gravity and credibility to the study presented.
There will still be the LFD types that spin it as broken, old et.al. to take advantage of the ill informed and nervous. These guys are short operators in it for the quick buck.
Once the stat study is out all the vested interests trying to kill this drug - big pharma (Novo), researchers looking for a wet cure (artificial pancreas), short players, et.al. - will be had pressed to dismiss Afrezza and claim MNKD is done.
Nate has always said sales will increase in a hockey stick pattern. Question is whether that stick starts to form mid summer. If yes, then all this talk of cash burn goes away.
I dont think SO is a paid basher or anything like that. I think he's basically saying the company has no sales and no cash and until that changes they have to dilute. It's basically a thesis any undergraduate finance student would have no problem arriving at. That dynamic is going to change very quickly. A point he doesn't grasp. And one that I think Nate has been making repeatedly on social media.
Or
I think my wife will be plenty pissed when she sees the whole in my IRA left from my MNKD position.
|
|
|
Post by straightly on Apr 15, 2018 11:22:08 GMT -5
This is part fact part theory.... David watched from a far for over year with a lot of talking going back-and-forth. This was a strategic move on his part because of his knowledge and belief in Afrezza. I think he knows what he can do and how he will do it. But something happened recently to make him believe he would have the time and resources to do it. And he made the move. In my theory it isn’t Lilly. I don’t think we’re on anybody’s radar yet, but I do believe in a year and a half we will be on everyone’s:-) David who?
|
|
|
Post by boytroy88 on Apr 15, 2018 11:28:22 GMT -5
This is part fact part theory.... David watched from a far for over year with a lot of talking going back-and-forth. This was a strategic move on his part because of his knowledge and belief in Afrezza. I think he knows what he can do and how he will do it. But something happened recently to make him believe he would have the time and resources to do it. And he made the move. In my theory it isn’t Lilly. I don’t think we’re on anybody’s radar yet, but I do believe in a year and a half we will be on everyone’s:-) David who? I believe it's Dr. Kendall
|
|
|
Post by mytakeonit on Apr 15, 2018 14:52:48 GMT -5
In Hawaii the saying goes ... "if you can't keep up ... take notes." I think they mean CliffsNotes ...
And who is Cliff?
|
|