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Post by otherottawaguy on Feb 15, 2017 7:48:26 GMT -5
Hillsave:
Do you have an electronic copy of the letter? If so, could you post it here (blanking out your personal details of course)?
Might be something that others could present to their docs as an argument for issuing them a script.
Thanks,
OOG
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Post by otherottawaguy on Feb 10, 2017 9:42:44 GMT -5
I had a quick chat back and forth with another member here on the board and came to the following conclusion:
If the R/S is 1:3 then no dilution, solid funds are around the corner, they are just avoiding delisting. Might even be able to an extension if this is the case.
If the R/S is 1:10 then dilution is to follow. Not sure if will be a full years expenses, or will come in dribs and drabs as required once the cash runway starts to run empty.
OOG
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Post by otherottawaguy on Feb 9, 2017 16:26:05 GMT -5
Probably because it does not require a billion dollar tab for FDA testing.
OOG
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Post by otherottawaguy on Feb 9, 2017 8:07:33 GMT -5
Had an interesting conversation with a local Pharmacist here in Ottawa Canada.
Saw on their name tag that they were an "Apprentice Pharmacist" and thought I would ask a few questions, see if Afrezza was getting any mentions in training schools here.
I walk away both disappointed and surprised.
The person I was speaking with had heard of it, as they were a licensed pharmacist that had emigrated from the US to Canada. They told me that they had worked in both New York City area and Miami. They had issued prescriptions in NY but went on to tell me that it was not available in Miami (thought Spiro might want to disagree with that). They knew that it was still avail, not sure if they knew about Sanofi dropping the ball. Unsure what the timeline was for their different employment ops, but figure that it within the last two years.
Wondering if any other non-US based members of the board have ever asked about the product and got any responses?
OOG
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Post by otherottawaguy on Feb 7, 2017 10:17:26 GMT -5
Hate to say it, I am waiting for this to drop back to mid .40's prior to the R/S (1:10 is my speculation at current rate). The dilution that follows will drop us to a post split price in the $3.00 range, unless they announce something in the next month or two.
Will be looking to load some new shares with fresh cash at that point, but will continue to play the swings when I have the time to pay attention.
OOG
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Post by otherottawaguy on Feb 6, 2017 13:23:04 GMT -5
When we see a Banner Ad here on Proboards site, the game will be a'foot...
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Post by otherottawaguy on Feb 2, 2017 12:50:41 GMT -5
The above seems to parse out trial info from clinicaltrials.gov. There are numerous references here to Afrezza and Mannkind.
The trial that I am referencing is based in Ghina (hear that is the correct way to pronounce it).
Purpose To evaluate the long-term remission rate of short-term intensive insulin (STII) therapy in newly diagnosed type 2 diabetes outpatients and investigate the predictors contributing to the remission rate.
OOG
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Post by otherottawaguy on Feb 2, 2017 12:35:57 GMT -5
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Post by otherottawaguy on Jan 30, 2017 9:54:45 GMT -5
I am on the fence about it being a Deal announcement or resolution of the SharePrice/Delisting. My indecision is based upon public facing posture of the company (hiring and announcements about intentions at last conference) and the reality of what we see on share price.
OOG
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Post by otherottawaguy on Jan 28, 2017 12:08:46 GMT -5
My nickles worth on the subject:
My calculation is it will look something like this: Amount to raise: 12 months operation budget: 120M Current Value of Company: 600M * 0.67 = 400M (ish) Reverse Split: 10 for 1 New share count: 60 M @ $6.70 New offering: 30M New share count: 90M Resulting Share Price: 400M/90 = 4.44 Offering Price: $4.00 + warrant Offering Rev: $4 X 30M = $120M
Think that I might want to have a bit of cash around for the dip it will take after the new shares roll out. Or to be able to play if it turns out to be a rights offering. Not sure if I will lighten the current load before the call.
OOG
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Post by otherottawaguy on Jan 20, 2017 10:22:16 GMT -5
Added comment 410 to the news article, looks like it may have been removed or not published. So I posted another one without referencing MNKD or Inhaled Insulin. See if this one sticks.
OOG
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Post by otherottawaguy on Jan 20, 2017 10:12:16 GMT -5
Ensure you add a comment telling them about MNKDs solution under development. (I Did but it will get buried soon enough)
OOG
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Post by otherottawaguy on Jan 20, 2017 9:32:08 GMT -5
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Post by otherottawaguy on Jan 18, 2017 10:04:02 GMT -5
I have updated model with clearer column definition and adjusted the TD1 population. To do much more with the numbers will require some significant edits. Will post this to Google docs with a two links, one to a non editable, the other to an editable workbook for those that want to play around with the numbers.
OOG
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Post by otherottawaguy on Jan 17, 2017 14:11:04 GMT -5
I would appreciate some feedback on the input numbers above. I will update and make the sheet avail on google docs once I am happy with the inputs.
OOG
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