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Post by babaoriley on May 7, 2018 1:25:01 GMT -5
The wondrous thing about afrezza is everyone and their mother can see how well it works to control hyperglycemia/post meal hyperglycemia by looking at a continuous glucose monitor. CGM. Prior to CGM diabetics were driving blind. now everyone who is interested can see. Facebook has sites with diabetics using CGM. The split adjusted high for MNKD was 100 dollars. Kendall Has been hitting it. Included in Mike's Monaco presentation, the phase one insulin reaction, " insulin signals the liver to stop making glucose out of glycogen." It is the phase one that stops glucose from going high in the first place. Previous insulins did not produce phase one insulin reaction. So, we have STAT being presented. We know the results will be good because dosing instructions are perfect. We know from people who use afrezza and post on social media, their HbA1c's have come down significantly. That is the criteria. Additionally, Mike cut a deal with Caremark that seems to reflect increased insurance coverage for Afrezza. The thing about the diabetic standards of care, is there are rules/standards for the physicians to follow. Kendall seems to be working on Minnesota..... the home of united Health Care. professional.diabetes.org/meeting/scientific-sessions/78th-scientific-sessionsJune 22-26, 2018, If scripts ever start hitting it, the Wolfe wave could look slow? I used the search function for professional.diabetes.org/meeting/scientific-sessions/78th-scientific-sessions to look for STAT, afrezza, and Mannkind and came up with nothing. Am I doing something wrong? Yes. |
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Post by rickf on Dec 3, 2021 16:25:26 GMT -5
Hmmmmm - this post was 3+ years ago now ---- still looking down the VERY long tunnel! I figure I'll be dead before this ship turns around at this point! I should have stayed with Sirius radio - it was providing a reasonable return for me then I sold it to buy mnkd! I truly believed in Al Mann's vision but it seems I have learned something - people will spend mega $$ on radio programming (Sirius) but will not spend to move to a superior product that could save their lives (Afrezza)!!
I doubt this stock will be even $3 higher in 3 more years. :-(
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Post by Chris-C on Dec 3, 2021 17:05:11 GMT -5
Hmmmmm - this post was 3+ years ago now ---- still looking down the VERY long tunnel! I figure I'll be dead before this ship turns around at this point! I should have stayed with Sirius radio - it was providing a reasonable return for me then I sold it to buy mnkd! I truly believed in Al Mann's vision but it seems I have learned something - people will spend mega $$ on radio programming (Sirius) but will not spend to move to a superior product that could save their lives (Afrezza)!! I doubt this stock will be even $3 higher in 3 more years. :-( We (Other surviving longs on this board) feel your pain. But, it would be unrealistic to imagine that somehow MNKD would defy gravity while the rest of the market tanks. And of course, because it is vulnerable and sub $5, it is subject to constant pressure by day traders, novice speculators and hedge funds looking to make an easy buck.We are all tired of the long road up, but if you believe in the product and the company, good things will eventually happen. Those of us hanging around are getting older, so it feels like we are near the end of the runway and have not taken off yet. Have faith. Things still look bright despite the noise and the broader market's overreaction to the FED and Omicron. I just wish I had waited pick up shares, as I've been adding for the past six weeks. I plan to get more though, since this too shall pass. If it doesn't and the sky does fall, it won't matter anyway.Have a scotch and enjoy the sunset. There are more important things to focus on than the value of our porfolios, IMO |
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Post by hellodolly on Dec 4, 2021 10:37:05 GMT -5
Hmmmmm - this post was 3+ years ago now ---- still looking down the VERY long tunnel! I figure I'll be dead before this ship turns around at this point! I should have stayed with Sirius radio - it was providing a reasonable return for me then I sold it to buy mnkd! I truly believed in Al Mann's vision but it seems I have learned something - people will spend mega $$ on radio programming (Sirius) but will not spend to move to a superior product that could save their lives (Afrezza)!! I doubt this stock will be even $3 higher in 3 more years. :-( I hear you but, I also disagree with your projections. This was just .88 not too long ago, in the bigger picture and it's now almost up 5X from the bottom...more recently, +33.23% YTD while the S&P 500 is +20.93%, NASDAQ 100 +21.75% and the DJIA +13.32%. MNKD has outperformed all three averages YTD. I can't predict what the future holds for MNKD or the indices but one thing is certain...I like the trend, coming catalysts, recent refinancing and coming increase in revenue stream from the UTHR partnership. Those alone can easily push this up another $3. The only question is how long can it stay there? |
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Post by rickf on Jul 14, 2022 13:20:43 GMT -5
Hmmmmm - this post was 3+ years ago now ---- still looking down the VERY long tunnel! I figure I'll be dead before this ship turns around at this point! I should have stayed with Sirius radio - it was providing a reasonable return for me then I sold it to buy mnkd! I truly believed in Al Mann's vision but it seems I have learned something - people will spend mega $$ on radio programming (Sirius) but will not spend to move to a superior product that could save their lives (Afrezza)!! I doubt this stock will be even $3 higher in 3 more years. :-( I hear you but, I also disagree with your projections. This was just .88 not too long ago, in the bigger picture and it's now almost up 5X from the bottom...more recently, +33.23% YTD while the S&P 500 is +20.93%, NASDAQ 100 +21.75% and the DJIA +13.32%. MNKD has outperformed all three averages YTD. I can't predict what the future holds for MNKD or the indices but one thing is certain...I like the trend, coming catalysts, recent refinancing and coming increase in revenue stream from the UTHR partnership. Those alone can easily push this up another $3. The only question is how long can it stay there? Projections - hmmm -- it has gone up hugely from the .88 but it fell from a presplit price of $37!! Like I said - I'll be dead before this ship turns around! I'll stick with my doubt that it will go up even $3 in 3 years! PLEASE prove me wrong - begging here!! |
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Post by peppy on Jul 14, 2022 13:27:49 GMT -5
I hear you but, I also disagree with your projections. This was just .88 not too long ago, in the bigger picture and it's now almost up 5X from the bottom...more recently, +33.23% YTD while the S&P 500 is +20.93%, NASDAQ 100 +21.75% and the DJIA +13.32%. MNKD has outperformed all three averages YTD. I can't predict what the future holds for MNKD or the indices but one thing is certain...I like the trend, coming catalysts, recent refinancing and coming increase in revenue stream from the UTHR partnership. Those alone can easily push this up another $3. The only question is how long can it stay there? Projections - hmmm -- it has gone up hugely from the .88 but it fell from a presplit price of $37!! Like I said - I'll be dead before this ship turns around! I'll stick with my doubt that it will go up even $3 in 3 years! PLEASE prove me wrong - begging here!! Sorry to hear about your impending death. |
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Post by sportsrancho on Jul 14, 2022 15:42:32 GMT -5
I hear you but, I also disagree with your projections. This was just .88 not too long ago, in the bigger picture and it's now almost up 5X from the bottom...more recently, +33.23% YTD while the S&P 500 is +20.93%, NASDAQ 100 +21.75% and the DJIA +13.32%. MNKD has outperformed all three averages YTD. I can't predict what the future holds for MNKD or the indices but one thing is certain...I like the trend, coming catalysts, recent refinancing and coming increase in revenue stream from the UTHR partnership. Those alone can easily push this up another $3. The only question is how long can it stay there? Projections - hmmm -- it has gone up hugely from the .88 but it fell from a presplit price of $37!! Like I said - I'll be dead before this ship turns around! I'll stick with my doubt that it will go up even $3 in 3 years! PLEASE prove me wrong - begging here!! This is just back-and-forth with the NASDAQ market etc…the fourth quarter should be better. I’m in SPCE and SAVE hoping for good news. Then I’ll have some cash to add extra shares in September. |
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Post by peppy on Jul 14, 2022 15:58:20 GMT -5
Projections - hmmm -- it has gone up hugely from the .88 but it fell from a presplit price of $37!! Like I said - I'll be dead before this ship turns around! I'll stick with my doubt that it will go up even $3 in 3 years! PLEASE prove me wrong - begging here!! This is just back-and-forth with the NASDAQ market etc…the fourth quarter should be better. I’m in SPCE and SAVE hoping for good news. Then I’ll have some cash to add extra shares in September. SPCE and SAVE the Opioid that could hurry things along and put you over the edge. We all see things differently. I looked. |
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Post by buyitonsale on Jul 14, 2022 17:41:02 GMT -5
US biotech industry average p/e ratio is about 19.
If we assume this, then at a current price of $3.87 MKND is trading at forward earnings of $.20 per share (3.87 / 19).
This $.20 per share earnings translates into about $50MM yearly net earnings (252MM shares X .20 per share).
Unfortunately MNKD is not a start up that can trade at crazy future earnings valuation. They will be judged by the progress they make in their quarterly earnings releases.
Can they make $50MM net next year ? Probably not, but as long as they start making some money by end of this year, the analysts can extrapolate what the future earnings potential will be.
I only use this calculation as a way to level set expectations, however, I still believe that the stock will get repriced to the upside as soon as they post a positive cash flow quarter. And my expectation is to initially obtain a much higher multiple than 19.
This (cash flow positive quarter) will create a lot of interest on Wall Street not only from the future earnings potential but also from M/A potential.
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Post by mnlearner on Jul 14, 2022 18:12:34 GMT -5
Chris C I am in the same boat as you. Which oar do you want? (:  |
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Post by cedafuntennis on Jul 14, 2022 18:26:29 GMT -5
Keep in mind that MNKD also sits on about $1 per share in cash right now. This gets discounted of course, but it will drastically lower your numbers too. Depending on the projections early next month from UTHR and MNKD (if any from MNKD), I am cautiously optimistic.
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Post by mnlearner on Jul 14, 2022 21:42:39 GMT -5
I am just hoping that they put the Webb telescope up there so they could see the MNKD launch and flight through the Universe! (;
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Post by Clement on Jul 15, 2022 7:45:51 GMT -5
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Post by peppy on Jul 15, 2022 8:02:57 GMT -5
Given the above, at what price should MNKD be trading? |
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Post by minnlearner on Jul 15, 2022 13:49:21 GMT -5
Peppy: GREAT QUESTION!
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