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Post by mannmade on Mar 19, 2019 13:38:45 GMT -5
What I left unsaid was that this is just at a minimum. For anyone who wants to speculate a bit things get really interesting... such as a buy in by Uthr? Just my opinion.
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Post by mannmade on Mar 19, 2019 11:59:12 GMT -5
Was thinking about where mnkd stands with revenue if scripts do not increase as much as anticipated by some. Personally I think Afrezza scripts will slowly grind up with no hockey stick until peds approval sometime in 2021. (I hope I am wrong). I think advertising is necessary for continued awareness, branding and to allow people from med, Ins and investment community as well as pwd to know Afrezza is here to stay.
Having said the above the future looks extremely bright to me for the following other reasons:
1. 2019 Uthr milestone $25m 2. 2019 2nd Uthr molecule while no guarantee seems fairly likely at $30m 3. 2019 net afrezza $ moving forward to eoy $25m 4. 2019 $1.60 warrants exercised for $40m
The above equals $120m in net $ to mnkd in 2019 less 11.5m to DF as final debt payment and I believe another 7m or so to amph which leaves $101.5 m plus estimated 40m currently coh for $141.5 m
Then we have in 2020 another 25m in Uthr milestones and an estimated $35m (being conservative) in revenue w no real debt (other than amph payment) for an additional $60m.
That’s a minimum of $201m in cash that can be almost 100% guaranteed by end of 2020 which is only 21months away. At which time Trep T should be on the market, afrezza peds should be submitted to fda, afrezza should be selling in Brazil, India, Canada, Mexico, uk (thank you Sam and brenden) and possibly the eu and China. Mnkd should also be well down the road with rls and 3 or 4 other molecules with other bp’s. Not to mention that Ins should be better and the SoC upgraded a few more times in favor of afrezza, cgm penetration should grow! The future looks extremely bright and this must be what WS is finally recognizing, thank you Nat and mk.
and sports, peppy and liane! GLTAL’s
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Post by mannmade on Mar 17, 2019 22:05:07 GMT -5
Here’s an idea... Mnkd should license afrezza to Lilly, Novo and Sanofi and let them all sell inhaled insulin under their own brands. Then everyone benefits including pwd. GLTAL’s!
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Post by mannmade on Mar 16, 2019 20:02:36 GMT -5
How about here and direct/pm? A little redundancy can’t hurt...
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Post by mannmade on Mar 15, 2019 14:16:24 GMT -5
Interesting that there are over 10k call options expiring in the money today, with little trading volume on them. Looks like someone’s going to have to deliver around a million shares to those holders. I take this as a bullish sign....
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Post by mannmade on Mar 15, 2019 12:20:40 GMT -5
Perhaps he is only using for corrections at the moment.
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Post by mannmade on Mar 15, 2019 10:07:41 GMT -5
I am no expert but why exercise until close to expiration which is end of 2019.
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Post by mannmade on Mar 13, 2019 18:24:12 GMT -5
Likely looking to produce so they can control quality and quantities plus they may be looking at adding many more TS platform molecules. This is just my opinion but I have always believed that they would be the perfect partner for mnkd. So perhaps this is part of their vision... they seem to be pretty favorably disposed to Trep T.
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Post by mannmade on Mar 13, 2019 10:03:01 GMT -5
A better show for product integration would be NCIS. Jimmy the pathologist and one of the regular characters is a diabetic in the show. Being both young and a doctor it would be great!
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Post by mannmade on Mar 12, 2019 13:09:02 GMT -5
Aspirin for heart attack’s is one that I suggested several years ago.
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Post by mannmade on Mar 12, 2019 10:24:39 GMT -5
I understand it is 04.09.19
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Post by mannmade on Mar 12, 2019 9:31:53 GMT -5
Yes I would try a Vdex. I believe they have an office in Caniga Park which is not too far. Am not sure if the hours.
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Post by mannmade on Mar 5, 2019 11:44:00 GMT -5
So this could mean Trep T rev$ as early as 2020?
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Post by mannmade on Mar 3, 2019 12:21:56 GMT -5
Aged, I am not a pwd, but it seems to me that it would be a lot easier to take one shot of Tresiba per day and manage post prandial excursions with a cgm and Afrezza. I know this may sound a bit naive since I do not have diabetes but based on the success people seem to be having why would a pwd want to be tied to a pump? I know of a boy who at 21, had almost died twice because his pump was miscalibrated and he went into sever hypo. He has since swtiched to Afrezza and a cgm, dropping his pump, at his father's request (father is a doctor by the way) and now enjoys an Hba1c at about 5.9. And most importanty has not had any issues since in the two years he has been on Afrezza.
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Post by mannmade on Feb 28, 2019 15:51:50 GMT -5
Looking to get approval for both.
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