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Post by otherottawaguy on Apr 21, 2017 17:55:08 GMT -5
Members of the board (always want to say that):
I am looking for a very high res picture of the inhaler for a little artwork that I am attempting.
Does anyone in the group have a picture of just the inhaler from a landscape view showing the inhaler in profile from the side?
No fingers, no nothing, just the inhaler without the cap and a background easily removed.
If you can point me to the web source or PM it would be appreciated,
Thanks,
OOG
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Post by otherottawaguy on Apr 21, 2017 9:12:33 GMT -5
Just sitting here shaking my head wondering if they are intentionally letting this thing slide.
Wondering if there is a plan for this thing to be taken private?
OOG
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Post by otherottawaguy on Apr 21, 2017 7:11:46 GMT -5
I will be there again as well.
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Post by otherottawaguy on Apr 2, 2017 12:44:25 GMT -5
Aged: I would agree with you that it is an somewhat of an arbitary number. The $150 is what I calculate as left after the COGS and Marketing Costs (i.e what is avail to cover the Fixed costs). And yes, I agree that MNKD is not making enough to cover those. The costs to produce have been calculated by others: mnkd.proboards.com/thread/2426/afrezza-production-cost?page=2(see fugacity calcs) As per above post Profit Margin was calculated at 27% of retail price and have been using it since. I therefore calculate Profit before fixed costs as follows (contribution margin per box): Standard 30 day supply: $325 Experienced Patient: 150% X 325 = 487.5 (allowing for followups and adjustments as required) 487.5 * 27% = 131.62 (i'll even knock this down to $125) So breakeven under these numbers: 30 Day: 120M / 125 = 960k / 52 = 18461 90 Day: 18461 / 3 = 6153 Weekly NRX (of 3 month prescription) = 6153 (off by a 1000, my bad). Put this in context of the US market where 1% of the population (3M patients) are Type 1. We need 0.2% of the market to break even. Where would MNKD be at 1% of the global market? Not sure at this point if we will ever see that. If you care to provide an alternate calculation please feel free. OOG
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Post by otherottawaguy on Apr 2, 2017 5:41:32 GMT -5
Hence why the profit is only 25% of the list price, takes into account: the discounts, pharmacy markups and the variable costs of production.
OOG
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Post by otherottawaguy on Apr 1, 2017 7:43:57 GMT -5
Fanz:
Not sure where you got your numbers from or if you are just stirring the FUD pot.
So for you and anyone else that cares, here are some rough numbers for Breakeven.
Current Burn Rate: 10M / month Annual Burn Rate: 120M
30 Day Patient Cost: 600 Profit to Mannkind: 150
30d Prescriptions Required for breakeven: 120M/150 = 800K 90d Prescriptions Required: 267k (annually) Weekly TRX Required: 267 / 52 = 5128
Roughly speaking MNKD needs 5200 total prescription per week to break even at current price structure.
This corresponds to approximately 67700 patients using Afrezza. Note: Danbury plant with 3 lines has current max capacity of 500k annual patients.
OOG
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Post by otherottawaguy on Mar 31, 2017 13:24:51 GMT -5
Drys is not exactly in the same boat (full pun intended). The parent company the manages the boats is bleeding the sibling dry by design. Drys buys more boats at the insistence of the parent, the parent takes the management fee, drys continues to bleed. They also go into deep oil rigs with ORIG but it looks like that spin off is also being bled dry by the parent too.
Nothing as blatant is apparent here.
OOG
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Post by otherottawaguy on Mar 31, 2017 7:15:45 GMT -5
Just checked: google.ca, Afrezza is top of the list as an Ad. (Canada) google.com.au, Afrezza is top of the list as an Ad. (Australia)
No mentions on yahoo.
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Post by otherottawaguy on Mar 7, 2017 12:54:30 GMT -5
Disregard my above comments about the other bio. Screwed up my screens and was showing the volume for MNKD on the other bios screen.
3 X 40k blocks today. No big 400k hitters yet...
Going back to my comment yesterday 3 large blocks around 1500h. 176k, 370k and 300k within an hour as the price was increasing.
Shorty???
OOG
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Post by otherottawaguy on Mar 7, 2017 7:55:40 GMT -5
Saw almost the same transaction at the same minute marker on another bio tech I am following, so probably not a short getting out of dodge.
OOG
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Post by otherottawaguy on Mar 6, 2017 15:12:57 GMT -5
Lvl 2 is now showing in round cents, even though some trade prices are going through in 100ths of a cent.
Nice little 400k (post split) block at 1500h as well. Short putting their 2M share (pre split) house in order???
OOG
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Post by otherottawaguy on Mar 3, 2017 12:29:32 GMT -5
Interesting at 12:18 we had that 80.8k MNKD block get sold. Just checked and my other bio EXEL had the exact same transaction happen except that it is at close to $23 USD.
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Post by otherottawaguy on Mar 3, 2017 12:24:15 GMT -5
Not sure.
Comments from the gallery?
OOG
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Post by otherottawaguy on Mar 3, 2017 11:51:54 GMT -5
Bright side is they exceeded the 10% decline, which will limit shorting until Tuesday.
Rule 201 includes the following features:
•Short Sale-Related Circuit Breaker: The circuit breaker would be triggered for a security any day in which the price declines by 10 percent or more from the prior day's closing price.
•Duration of Price Test Restriction: Once the circuit breaker has been triggered, the alternative uptick rule would apply to short sale orders in that security for the remainder of the day as well as the following day.
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Post by otherottawaguy on Feb 15, 2017 7:54:28 GMT -5
I talked to a pharmacist here in Ottawa, Canada and they had heard of it (not avail in Canada...yet).
OOG
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