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Post by mnkdfann on Jul 3, 2022 15:06:37 GMT -5
Some articles I've seen (on different sites) cite a 12% royalty rate and source this back to something analyst Thomas Smith of Leerink supposedly said. Smith has been on, and asked questions on, some Mannkind earnings calls. I imagine he is making an educated guess. Or else he is being miscited.
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Post by mnkdfann on Jun 30, 2022 0:50:30 GMT -5
thank you, but that’s about the least important detail to clarify. I felt so compelled to find out what Bill thought. I knew we weren’t wasting 60% of Afrezza… Here are his thoughts: I read the article fairly closely and have read similar articles by the same author. Aside from grammatical syntactic deficiencies, I think there are also significant inaccuracies in content. While I have NOT studied the United deal or technology at issue closely, I have done so with Afrezza. His information is sloppy at times flat wrong. The 60% figure is one example but there are others. Here are just a couple: He says the company has been around 30 years. That’s misleading. The initial steps to forming the company that Al eventually became associated with may have occurred that long ago but that’s was not MNKD. Also Afrezza was launched on Feb 2015. He gratuitously rounds up to 8 years. He claims limitations with the excipient but I don’t find his reasoning compelling. His entire article has the veneer of authority and legitimacy but it’s kinda like a decent counterfeit. If you don’t look close it can seem real. Clearly the people at UTHR did a deep dive on the excipient before associating with MannKind. I’m certain they understand the technology much better than the author. They decided to move forward. That’s good enough for me. The 61%/39% figure does appear to be (as LFD said) in the FDA prescribing insert. It may be found about halfway down on page 16 of 22 of the insert. The link to it is in the SA article. So how / why is it flat out wrong? Don't shoot the messenger, I am just wondering.
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Post by mnkdfann on Jun 29, 2022 18:39:48 GMT -5
It is throwing out totally erroneous estimates for MNKD. For one, no manufacturing revenue is included, no COGS benefit from increased use of equipment which drastically lowers cost for Afrezza and will go to the bottom line, then I'll use UTHRs estimates for DPI, not this Moron's made up numbers showing LQDA cannibalizing the market. Garbage article like everything else coming out of this sewer. the parts I found the most sobering… mannkind has been around for 30 years? Aftezza on the market for 8? and our sales are where they are ? Afrezza is too expensive and 60% of it is wasted, hence ins companies not wanting to pay for it?? In a sense, I guess. In all but name. From the Mannkind site: 1991: Pharmaceutical Discovery Corporation (PDC) is incorporated. 1994: PDC files patents for Technosphere 1997: Alfred E. Mann becomes involved with PDC and then so on ... mannkindcorp.com/about/
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Post by mnkdfann on Jun 29, 2022 12:22:36 GMT -5
It seems each time LFD puts forth one of his articles about Mannkind, the stock reacts just the opposite and moves up. Let's see if that holds true this coming week. Maybe short term. Longer term, clearly not.
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Post by mnkdfann on Jun 18, 2022 15:41:49 GMT -5
And yet the shares were deposited in somebody's account(s) regardless. It is puzzling. I assume the purchaser(s) of the calls aren't stupid and know the commissions and the margin needed to turn a profit, so not sure what else is going on. Though call options in the money are (I believe) by default exercised, I'm pretty sure the call options can NOT be exercised if the option holder informs the broker in time. After all, a call option is a right, but not an obligation, to buy something.
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Post by mnkdfann on Jun 15, 2022 15:34:19 GMT -5
I don't know. But if I look at the Balance Sheet numbers (things like debt or equity or book value per share, and various ratios) for the three companies (e.g. at Yahoo Finance), MNKD looks much worse than the other two. If investors are going risk off and looking for safe havens, I guess MNKD may not be what they are looking for. finance.yahoo.com/quote/MNKD/key-statistics?p=MNKDYou are a pkkff owner correct? How did you evaluate pkkff using the parameters you have named above? I currently own hundreds of shares, not thousands, in several 'risky' stocks. They are a minuscule part of my portfolio. I have 100s (if not 1000s) of times more invested in other things like oil and gas. But to answer your question, based on the particular Balance Sheet parameters I mentioned (and assuming Yahoo Finance numbers are reasonably accurate), I think Tenet looks to be in better shape than MNKD. Which is a surprise to me, actually.
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Post by mnkdfann on Jun 15, 2022 15:21:12 GMT -5
Just wonder if anyone has a reasonable explanation about why UTHR stays steady while MNKD got a huge haircut in recent days. Even LQDA went up for last two sessions. I don't know. But if I look at the Balance Sheet numbers (things like debt or equity or book value per share, and various ratios) for the three companies (e.g. at Yahoo Finance), MNKD looks much worse than the other two. If investors are going risk off and looking for safe havens, I guess MNKD may not be what they are looking for. finance.yahoo.com/quote/MNKD/key-statistics?p=MNKD
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Post by mnkdfann on Jun 7, 2022 15:58:33 GMT -5
Tradingview price targets $11.75 $16.65 possible $23.40 Where do you find those price targets? When I looked at Tradingview just now (link below), the only target I can see for MNKD is "Strong Buy 1 year price target $6". www.tradingview.com/chart/?symbol=NASDAQ%3AMNKDFWIW, I checked another stock I follow in the oil and gas sector. That one has a 1 year target of $8.35 even though it is already trading over that today. Every other analyst seems to think it should be over $14 by the end of the year.
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Post by mnkdfann on Jun 1, 2022 14:25:07 GMT -5
Doubt we will see this buying opportunity much longer, IMO. There is a clear path to profitability and then a $6 stock price, IMO $6. Well, we can dream. That would just about take us back (adjusting for the reverse split) to the level of this previous buying opportunity: mnkd.proboards.com/thread/5581/buying-opportunity-hold
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Post by mnkdfann on May 23, 2022 14:08:09 GMT -5
Looks like I called it. At the very least, I was closer to real life events in my prediction than most of the hopium addicts were. I think you spoke too soon. 😉 In part from the FDA reply on the CP: Docket No. FDA-2021-P-0714 2 I. BACKGROUND A. Tyvaso DPI Today, FDA approved NDA 214324 for Tyvaso DPI submitted by United Therapeutics Corporation (UTC) This is why Mike rang the bell. 😊 In my defence, Mike didn’t think it was worth mentioning this morning. 😀
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Post by mnkdfann on May 23, 2022 13:27:12 GMT -5
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Post by mnkdfann on May 23, 2022 10:37:49 GMT -5
It is entirely possible that MNKD applied for this date months ago with the hope that the NDA would be approved ahead of it. It is entirely possible that MNKD wanted to ring the bell the same day it announced the purchase of VGO last week, but the first available bell ringing opportunity was the week following (i.e. next week). Looks like I called it. At the very least, I was closer to real life events in my prediction than most of the hopium addicts were.
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Post by mnkdfann on May 19, 2022 20:08:32 GMT -5
I'm not sure what the opposite of FUD is, but this is an example if it. I think "the opposite of FUD" is as harmful as actual FUD. Hopium?
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Post by mnkdfann on May 19, 2022 16:23:36 GMT -5
It is entirely possible that MNKD applied for this date months ago with the hope that the NDA would be approved ahead of it. It is entirely possible that MNKD wanted to ring the bell the same day it announced the purchase of VGO last week, but the first available bell ringing opportunity was the week following (i.e. next week).
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Post by mnkdfann on May 19, 2022 16:20:53 GMT -5
Mnkd is considered a penny stock. Has there ever been any penny stocks ring a opening bell in nasdaq? Why would nasdaq allow this to happen when any stocks less than $5 is off limits to most funds to buy? Of course. You don't even need to be representing a Nasdaq listed corporation to ring the bell: celebrities, politicians, charitable foundations, advocacy groups, etc. do it as well.
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