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Post by mnkdfann on Jun 2, 2019 9:50:59 GMT -5
racer.com/2019/06/01/daly-hungry-for-more-after-taste-of-indy-success-with-andretti/Conor Daly was sitting in the Andretti Autosport hospitality tent Saturday at Detroit — dressed in his Air Force colors and looking very much like he belonged. Just like last weekend at Indianapolis. A week removed from the best Indianapolis 500 of his career, where he ran as high as fourth and wound up 10th, Daly was greeted by several well wishers as he contemplated his next move. ... Now it’s time to focus on the rest of this year and 2020. Daly had help from the MannKind Group (which provides the Type 1 diabetic with insulin) Gess biofuel, Capstone Turbine and, of course, the Air Force. “I hope Air Force found the same value this year as they did last year and they come back with me,” he said. “Can they do more, I don’t know but I know I’d like to come back with this team. I’d love to put a deal together for the full season with Michael but it’s full of drivers and I think I’d have to have a big sponsor to get him to run five cars. Right now I’m just trying to put something together to run another race this season.”
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Post by mnkdfann on Jun 2, 2019 9:10:32 GMT -5
A very nice article, except the last few paragraphs are way out of date when it comes to Brazil's economy. That's clear from the old data it cites. Brazil has suffered since the commodity bubble collapsed, and may not be as attractive to foreign companies as it was a decade ago. www.bloomberg.com/news/articles/2019-05-03/brazil-industry-s-march-drop-boosts-odds-of-economy-shrinking"The Brazilian economy has suffered with a disappointing recovery since emerging from a deep recession two years ago. Record-low interest rates haven’t provided the hoped-for boost to the industrial sector, which since 2017 hasn’t once posted back-to-back months of growth. With the government fiscally strapped, a wave of private-sector investment is needed to accelerate growth, but confidence has wavered since President Jair Bolsonaro assumed power." Interestingly, I guess Mannkind signed the Brazil deal in May 2017, when Brazil was coming out of a recession and things were probably looking good. Since then the economy in Brazil reversed, and it now may be heading back to a recession. Timing! |
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Post by mnkdfann on Jun 1, 2019 21:47:30 GMT -5
That was a really long post and i am was not sure what you were trying to say by the end of it. Start with Ulysses and work your way up to the original post.  |
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Post by mnkdfann on May 31, 2019 12:16:36 GMT -5
Would be great if we hit $67M next year, but that would require NRx to break out of it's current stagnant situation and start growing substantially. Haven't read SO recently, so can't speculate on validity of his prediction methodology. reading the SO articles, the 67M includes UTHR payments. SO is not predicting Afrezza revenues of 67M The articles are locked so I cannot check, but what you wrote (seems) to contradict what SO wrote himself in the latest (unlocked) comments: "You are not looking at the numbers very well. 2,000 scripts a week at an assumed net of $650 each brings in $1.3 million a week, which translates to $67 million a year. They burn about $90 to $100 million per year." |
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Post by mnkdfann on May 31, 2019 9:39:42 GMT -5
According to a post I saw of an email from Rose, she said Mannkind didn't send anyone back to the race which promted my Tweet that Connor responded to. His respose sounds more like more of a CYA to save the sponsor to me. I watched the entire winner's banquet after the race. Each driver delivers a speech thanking their car owner crew and sponsors. Connor went through his list and didn't mention Mannkind or Afrezza once. So if his Tweet had any credibility, why was Mannkind omitted? Purely out of curiousity, who televises that? Some specialty cable race network in the U.S.? |
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Post by mnkdfann on May 30, 2019 19:44:10 GMT -5
Nothing on this thread is upside down.. Vdex threw an insult at Mnkd in public and there is obviously more going on behind the scenes between MC and Vdex and has been going on now for some time. I'm not in denial.. If the SOC can't be changed and we can't do large trial data for label change its going to be slow going for Afrezza. We do have peds coming in the future and we have technosphere.. and the possibility of new partners. Nate mentioned possible financing that didn't include dilution. He isn't on this bandwagon against management and is still a bull on Mnkd. There are smart people not pressing the panic button yet. Certainly has said nothing about a death spiral. Sweedee - if you read SO's last article he is predicting $67M in afrezza revenue next year. If you add in United, MNKD is near break even. Any additional business like RLS which we have been waiting on for over 3 years will put MNKD over the top. This is what Spencer wrote in the comments: "You are not looking at the numbers very well. 2,000 scripts a week at an assumed net of $650 each brings in $1.3 million a week, which translates to $67 million a year. They burn about $90 to $100 million per year." Are you expecting $33+ million next year from UTHR? |
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Post by mnkdfann on May 30, 2019 8:34:14 GMT -5
So 27 - 7 rather than 20 or now 27, down by 7, is supposed to mean, now 27, up by 7? No. One number (27) is for All Institutions, another (7) for Hedge Funds. It is clearer at the original link. whalewisdom.com/stock/mnkd |
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Post by mnkdfann on May 29, 2019 22:33:52 GMT -5
What shocked me was the sentence, "No wonder Admelog has only sold $93M since launch in the second quarter of 2018, according to the latest data from Sanofi." The author appears disappointed in that number but, I mean, it hasn't been on the market long enough to even make it onto most formularies. It's taken afrezza four and a half years just to approach 93 million in total sales. I clearly don't understand the mechanics of the diabetes market place. Afrezza is approaching 50 million not 93. There is a milestone bonus payable to Deerfield probably 1st quarter 2020 for 50 million in cumulative sales. liane's chart shows $90+ million in cumulative sales. mnkd.proboards.com/attachment/download/1986I'm sure there is an explanation for the discrepancy, though I don't know what it would be. Gross versus net? |
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Post by mnkdfann on May 29, 2019 17:21:51 GMT -5
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Post by mnkdfann on May 29, 2019 16:59:22 GMT -5
I thought it was the other way around. The pediatric is a one hour presentation with Q&A. Looks like a poster, according to what the website says: Category: 14-B Pediatrics–Type 1 Diabetes Monday General Poster Session Monday, Jun 10 12:00 PM Poster Hall (Hall F, North, Exhibition Level) |
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Post by mnkdfann on May 29, 2019 13:38:49 GMT -5
I have not read Seeking Alpha in several month's. Interesting that they continue to follow such a "dead" company. They know they have a captive audience to add fuel to their flames while enhancing their pay by click "news" articles. It's all noise in my opinion. My fascination continues on the nearly 24/7 discussion of this "death spiral" of a company which is up nearly six percent today at this exact moment. No one knows how this MNKD story will play out. This company is being watched closely for a reason. Stay tuned as a former CEO once said. All good points, except that the author of the latest article is a long-time MNKD shareholder. Unless you think he faked years of pro-MNKD posts on this forum as part of a long con. He tore me a strip for being less than 100% positive about MNKD on more than one occasion. |
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Post by mnkdfann on May 29, 2019 11:59:29 GMT -5
So they worked on the media, apparently what they did just wasn't effective or picked up anywhere that any of us saw it? Unless, of course, it shows up in the future somewhere, after the fact. |
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Post by mnkdfann on May 29, 2019 11:00:47 GMT -5
seekingalpha.com/article/4266973-eli-lilly-cutting-price-humalogThis is the interesting bit: "[W]hy even waste the time manufacturing a generic when you already manufacture the brand? Well, with Humalog, Lilly can squeeze out competition by offering higher rebates to PBMs to exclude competitors from insurance coverage." "[D]rug companies can force out competition entirely by a combination of price competition and higher rebates, artificially constricts supply, and [push] prices higher than otherwise" Some reasons Afrezza has trouble competing in the marketplace.
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Post by mnkdfann on May 29, 2019 10:25:07 GMT -5
I can see how someone can buy more shares here. Either you have faith, or you don't. If you have faith, and you want some/more shares, this is a good low price. If you don't have faith, why wait around? Sell and or move on. You'll feel better after you rip the band-aid off and put your next investment in something with less risk. And, if you're a loser (on your investment) you can get tax benefit. I'm definitely a loser (if I sell now), but I still have faith. The amazing physics of Afrezza inhalable human insulin are a very stubborn thing, as am I. This may not be what you think, but the way I read your post is that someone who has faith in the science behind Afrezza should hold tight. As an investor, the flaw I see is that faith in Afrezza is different from faith in the Mannkind corporation. Afrezza may win out in the end, but perhaps only after Mannkind fails, current shareholders get screwed, and someone with better / deeper pockets and a better distribution network takes ownership of Afrezza. Full disclosure, I purchased more shares a week or so back around $1.25, after previously selling my previous holdings around $1.80 some months back. Yes, I'm feeling like an idiot. |
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Post by mnkdfann on May 28, 2019 21:25:42 GMT -5
Is there a cash payment for Brazil approval? That has not been disclosed. The Agreement states that financial terms are to be determined between MannKind and Biomm S.A. once Afrezza gets ANVISA approval for marketing. Do you happen to know where the Agreement is posted? The Press Releases I've seen made no mention of this (i.e. financial terms to be determined upon approval). |
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