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Post by mannmade on Feb 27, 2019 17:46:26 GMT -5
At now he/she has “gambling money!”
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Post by mannmade on Feb 27, 2019 16:29:04 GMT -5
Then they just replace shares at market value and it cost them even less. Warrants are insurance. Also I believe the $2.38 warrants expire in April and the $1.60 warrants expire at end of December 2019.
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Post by mannmade on Feb 27, 2019 15:23:06 GMT -5
My understanding is that if warrant holders were to use warrants to cover a short position they would cover at the $1.60 warrant price. So if they are looking to short, seems would make sense to let stock climb as high as can before shorting if no news.
And if there is news they also win! But we do too!
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Post by mannmade on Feb 27, 2019 10:03:28 GMT -5
Remember it is NET revenue. Hopefully Uthr’s math is not fuzzy.
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Post by mannmade on Feb 26, 2019 13:41:41 GMT -5
Also figure an average of 250 pwd as patient per (being very conservative as many of the 1,700 may be general practice) if the docs see success and put less than 50% of patients on afrezza, say average of 100 per doc, that is 170,000 pwd using afrezza.
Am citing this as an example only. If I were mnkd, I would devote an extraordinary amount of time and resources on the 1,700 to ensure they are fully educated in afrezza and have no outstanding issues.
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Post by mannmade on Feb 26, 2019 13:28:42 GMT -5
If there are truly 1,700 unique prescribers and only 5,000 or so endos in the US as is my understanding, I wonder how many are endos?
How many truly understand how to use afrezza and will take the time to teach patients and have the patience to do so?
This is where the fb group becomes so important.
I do believe that if success is seen by a majority of patients from these subscribers we may indeed be getting very close to a tipping point with the medical community and will then just need to deal with insurance.
GLTAL’s!
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Post by mannmade on Feb 26, 2019 12:52:03 GMT -5
Mnkd pps at $1.60 currently
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Post by mannmade on Feb 26, 2019 12:24:30 GMT -5
It was my understanding that mnkd had to purchase a certain minimum annual amount of insulin from amph, which so far has been way more than what is needed to fill current demand. I think what Mike was referring to was a revision to that agreement to reduce insulin annual purchase commitments/guarantees.
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Post by mannmade on Feb 26, 2019 11:53:51 GMT -5
Yes but not the worst...
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Post by mannmade on Feb 25, 2019 18:00:54 GMT -5
Well at least we know why Dr. K did not bother to purchase more than he did thru the esop.
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Post by mannmade on Feb 24, 2019 18:39:15 GMT -5
Sounds like they are hiring more reps to me...
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Post by mannmade on Feb 23, 2019 16:24:18 GMT -5
Just had a friend call me today to ask if he should invest in mnkd. When I asked why he was calling about it now as we have discussed before, he mentioned he has been seeing a lot of commercials.
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Post by mannmade on Feb 23, 2019 13:49:28 GMT -5
With 70% of diabetics not reaching their A1c goal with current "barbaric" injectible drugs and standards of care, is it possible that T2's finally have an easily manageable disease and can "almost" live a normal non-diabetic life with Afrezza and One Drop. BPs and the ADA do not seem to have any answers for this. IMO, the ADA will have no choice but to improve the SOC. One BP will recognize the inevitable and buy Afrezza or possibly Mannkind. Tick tock. Let’s ask Spiro or Hillard...😊 |
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Post by mannmade on Feb 23, 2019 12:51:47 GMT -5
This is a big deal! As many may know Dr. Kowalski is jdrf’s chief Scientist and a user of afrezza. Although he has never been very public about it. Perhaps this is about to change.
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Post by mannmade on Feb 22, 2019 12:29:47 GMT -5
Perhaps it should be called Fool’s Gold...
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