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Post by mnkdfann on Nov 4, 2020 20:30:15 GMT -5
Sold off to an investor hold on let me think about this, who the hell would want that plant? I guess anyone who can who can lease it back to Mannkind and make a profit doing so.
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Chest
Oct 28, 2020 23:02:29 GMT -5
Post by mnkdfann on Oct 28, 2020 23:02:29 GMT -5
I know AH trading sometimes doesn't mean much the next day but, fwiw, UTHR was down by 28.70 (-21.74%) after it released its earnings. Did UTHR give next quarter guidance that was disappointing or something? 4 shares, my man..means nothing. Okay, thanks, I just saw the SP and not the number of shares traded.
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Chest
Oct 28, 2020 22:40:42 GMT -5
Post by mnkdfann on Oct 28, 2020 22:40:42 GMT -5
I know AH trading sometimes doesn't mean much the next day but, fwiw, UTHR was down by 28.70 (-21.74%) after it released its earnings.
Did UTHR give next quarter guidance that was disappointing or something?
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Post by mnkdfann on Oct 28, 2020 2:08:32 GMT -5
I haven't been watching MNKD very closely this year. Was there any positive development with Brazil? Any shipments beyond first? Any indication of Rx numbers? August: seekingalpha.com/article/4364989-mannkind-corporations-mnkd-ceo-michael-castagna-on-q2-2020-results-earnings-call-transcript?part=single"The second quarter included $0.2 million of sales to a Brazilian marketing partner, Biomm." September: seekingalpha.com/article/4374415-mannkind-corporation-mnkd-ceo-michael-castagna-presents-cantor-2020-global-virtual-healthcare?part=singleAnalyst: Anything you can talk about international side to Afrezza? Michael Castagna Yeah. It’s a tough one right for everybody. Unfortunately, our first two markets outside the U.S. were Brazil and India. And both have been majorly hit by COVID. I mean, India is just in deep trouble right now. And one of things, I'm internally talking with our team saying, how do we go back to the regulatory authorities, there diabetes out of control with COVID is that much more of an urgent need? Can we go and help faster? Who knows what the regulatory authorities want? For me, 81 million people with an average age everyone see is not good for society, can we bring those so everyone see them or choose. That'll be important for India. Brazil now launched, it's mainly a cash trade market down there right now. And, they've been growing sales each month since they launched. But, obviously, it's tough environment for them to get out. But I think they're building up nicely, the feedback from doctors is positive, the patients are positive. Not everyone that's on the drug -- that’s very developed down there. So I feel like the experience has been great. We just need to get the volume up. And I think I hope it's just a little bit of a headwind against them. But they're going to be doing some more things down there as they get ready for next year and the rest of this year. So I don't have any big expectations for international in the next few months. But I think that business will continue to build as we go into next year and beyond.
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Post by mnkdfann on Oct 16, 2020 15:51:54 GMT -5
There was an open interest of 2,475 $2 call options that expired today. Also 79 put contracts. Technically, they expire tomorrow. Today was just the last day of public trading. They settle and expire tomorrow. (I'm not sure about this, but I wonder if big players like banks can still trade the options AH and even into Saturday morning.) Anyway, so 'why' the close at $2. I mean, who do you think really pushed the price to $2? The buyers or the sellers of the call or of the put options?
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Post by mnkdfann on Oct 11, 2020 20:58:09 GMT -5
Just for laughs, I went to the Technovax pipeline page, technovax.com/pipeline. Hasn't changed since I first looked at it years ago. Most likely reason Mannkind says nothing about Technovax is that nothing is happening there, and probably nothing will unless Mannkind is prepared to pay for it. We need more partners that have capital to get things done, like UTHR. I agree. In 15+ years (since 2004), what has Technovax achieved? Looks like everything on its site is at the pre-clinical stage at best. Some of these things, it has been been talking about for 10+ years.
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Post by mnkdfann on Oct 10, 2020 15:04:58 GMT -5
OK this is off-topic but remember California opened up for two weeks and then it shut back down .. I was back at planet fitness I think for nine days. We are in lockdown! So be prepared for the scripts to be a little bumpy.. this has nothing to do with Vdex we are completely open, but Mannkind has a lot of reps in California probably more than other states. By lockdown I mean no gyms, malls, nails, doctors, dentists, dog groomers, at best my dentist is open one day a week for emergencies only! And part of the state is on fire. IIRC, you are located in / around two of the worst hit counties in California. It is not that bad all over. Some counties in California are lessening restrictions. abc7.com/health/10-counties-change-colors---2-with-new-restrictions---on-ca-reopening-map/6393906/In any case, are Afrezza scripts really so closely tied to the California experience? I wonder what the %ages of Afrezza scripts are (overall, not just Vdex) by state.
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Post by mnkdfann on Oct 1, 2020 20:57:03 GMT -5
It seems to me the CGM market is about to change rapidly and DXCM better have a few tricks up their sleeve. Buying MNKD and controlling afrezza might be just the ticket. I would hate to see DXCM end up on the scrap heap. Then again I would not mind getting a nice stock offer from DXCM. 10 for 1 would get my attention. Adjusting for shares outstanding, that would be saying that Mannkind is worth about 1/5 the value of DexCom.
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Post by mnkdfann on Oct 1, 2020 9:22:19 GMT -5
Cash tied up So it's like buying real shares, but with an expiration date. But, that's mytakeonit So that theoretical .20 to buy shares for 1.50 is a lot like buying a share now, at 1.30, that you can't sell until February 19, 2021. You never sell shares. Why are you not buying up all these cheap shares via puts!? Actually...why am I not doing that I just sold 10 of those suckers for 0.25 apiece. $250 to me. Chump change, but let's see how it goes.
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Post by mnkdfann on Sept 29, 2020 14:46:02 GMT -5
If you bought 200 calls, if you bought 5 it would be $195. Buy in increments. Since you’ve never bought calls before just buy a few and follow what happens and you’ll understand it. So these, just for example sake, have a $3 strike. From what I’ve read the PPS doesn’t have to be 3 or above to win but it can actually be a little lower than 3 and you can still make money? Is this correct? Or it must be at least $3? I would definitely take your advice and just buy a small amount at first, but don’t think I’d get $3 feb 2021 calls though. I’m not sure we will be at that price by then. Which calls are looking the best to you right now? Instead of buying calls, you can sell puts. That is another bullish strategy. When you sell (or write) a put, someone else is paying you for the right to sell you shares of MNKD at a future date at some agreed upon price. At the moment, for example, it appears people are willing to pay 0.20 for the option to put (or sell) you MNKD shares for $1.50 in February 19, 2021. Looks like a can't lose strategy! Doesn't it?
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Post by mnkdfann on Sept 28, 2020 12:55:43 GMT -5
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Post by mnkdfann on Sept 28, 2020 12:49:22 GMT -5
That appears to be an 'advertorial' written in advance of the September 23, 2020, LABJ CFO awards, in support of Binder as one of the nominees. Given that event was last week, who won? WHO WON?!?!?! Well, you can watch the video of the ceremony here. labusinessjournal.com/cfo2020/Spoilers below ... . . . . . . . . . . . . . . . . . . . . . Binder WON!!!
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Post by mnkdfann on Sept 24, 2020 18:13:52 GMT -5
President's order of September 13 to lower drug prices contains MFN language. President also stated the middleman "rebates" are history, but I don't see language applicable to rebated in the order. Anyone on the effect on Afrezza? Like some others above more or less suggested, I think the Executive Orders are primarily for show going into an election. This article gives some background to the U.S. President's latest Executive Orders on drug pricing. thebulwark.com/trumps-desperate-extraconstitutional-and-probably-illegal-ploy-to-lower-drug-prices/?utm_source=afternoon-newsletter&utm_medium=emailAccording to the New York Times, in July and August, President Trump pursued one last (and probably illegal) gambit with the pharmaceutical industry to deliver lower prices to consumers. He and his aides used the threat of pricing tied to an international benchmark to coerce the industry to agree to provide direct assistance to Medicare beneficiaries. The Times reports that major pharmaceutical companies were prepared to pay for $150 billion worth of cost-sharing relief for senior citizens if the administration halted its price-benchmarking plan. It is not clear from the story how the drug companies could provide such assistance under current law. That wasn’t enough for Trump. He and his aides wanted drug discount cards—worth $100 apiece—delivered in October to every Medicare beneficiary. Medicare has 62.6 million enrollees in 2020, so this scheme would have required a one-time, $6.3 billion payment from the companies. The industry’s negotiators balked at this request, and the deal fell through. There is MUCH MORE at the link. I only cut and pasted the intro up above. The article at the link also includes an interesting observation on the 'middleman rebates' the OP mentioned the President addressing:
Some administration officials argue that the rebate system produces higher overall costs because PBMs ask for rebates that increase with higher prices. The chief actuary of Medicare disagrees; in 2018, he estimated that elimination of rebates would increase overall drug costs. That was enough to convince the president to walk away from this idea after the Department of Health and Human Services (HHS) had spent months preparing to implement it.
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Post by mnkdfann on Sept 21, 2020 8:49:41 GMT -5
No there are no fees of placing a trade. If you have fees you’re at the wrong broker. I have TD Ameritrade. No obvious fees. There is a small difference between what they pay someone else for the stock and what they charge you for the stock. It is impossible to know what that hidden fee is, or if 1 brokerage firm has different hidden fees than another. (Disclaimer: I don't have a source for this.) Wait, what, Wall Street was not just giving up profit and passing along savings to its customers? www.forbes.com/sites/simonmoore/2019/10/01/the-hidden-costs-of-commission-free-trading/There are other risks from free trading---namely, that brokerages may recoup the costs in less transparent ways. The first is by widening the bid/ask spread. You may have noticed that when you trade a stock in your account you almost instantly lose money compared to the market price. This is because of bid/ask spreads; to compensate the market maker for constructing a market in a stock, you typically don’t receive the market price when you buy or sell. You pay a little bit more than the prevailing price when you buy and receive a little less when you sell. Of course, a brokerage may provide an unattractive spread for you regardless of fees, but the absence of trading commissions means that less efficient trading could be a way for brokerages to capture revenue from trades in a way that’s less obvious to the customer, such as routing trades in a way that leads to wider spreads. .
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Post by mnkdfann on Sept 17, 2020 23:08:46 GMT -5
Dude....It's the most prestigious bunch of stoners on the planet. Nobody’s gonna remember anything they learn at this event. But they better have lots of snacks on hand. Doritos is a Platinum Sponsor.
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