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Post by otherottawaguy on Apr 20, 2015 20:51:29 GMT -5
Sorry, having trouble finding the Debbie Downer button...:-)
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Post by otherottawaguy on Apr 20, 2015 19:00:49 GMT -5
YMB is speculating that this is the 'new process' we have heard mentioned (without elaboration of what that means) and that lines 2 and 3 will use this. That leads to the further speculation that 2 and 3 are ready to roll... I had contacted Matt back in January and this was his response (including the misspelling of his name - oops):
"The two additional lines are in place but must go through a lengthy testing and validation process. Will likely take another couple of months. A good reason to build up healthy pre-launch inventory.
Matt
Sent from my iPhone
On Jan 23, 2015, at 12:56 PM, Other Ottawa Guy <OOG@OOG.com<mailto:OOG wrote:
Mr Pheffer:
Is there anyway that you can clear up how many production lines are currently certified and producing product at Danbury?
We know there is at least one (would have been hard to meet the production quota for launch), just wondering about the other two that you have mentioned that are about 10% greater in capacity that were supposed to have been on line in 2015. Speculation is that they are not online yet followed by speculation that they are avail and that is how the quota was met early.
Nice to have heard back from you before Christmas in response to my phone call.
Sincerely, OOG"
So if this was back on Jan 23 and it actually took 2 months (lets say 3 just to give him some wiggle room), these lines should be on line as of last month (or this week). Worst case scenario do we get introduced to them at the Shareholder meeting
OOG
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Post by otherottawaguy on Apr 20, 2015 18:52:22 GMT -5
The other one that catches my eye is this one:
NDC 47918-048-33, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 180 cartridges; 90 - 4 unit cartridges and 90 – 8 unit cartridges and 2 inhalers
Have we heard anything about a double barrel pack? if a 90 is $280(ish) could a 180 be $475(ish) or about the average prescription value?
I have been looking at the 475 as two boxes, at an insurance pricing adjusted value.
OOG
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Post by otherottawaguy on Apr 20, 2015 15:44:41 GMT -5
Started this in its own topic, moved here to consolidate:
Item Code NDC11 Proprietary Name Dosage Form Marketing Category Application Number or Citation Product Type Marketing Start Date Marketing End Date Billing Unit 47918-004-02 47918000402 Afrezza POWDER, METERED NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 20141022 47918-004-03 47918000403 Afrezza POWDER, METERED NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 20141022 47918-008-03 47918000803 Afrezza POWDER, METERED NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 20141022 47918-048-21 47918004821 Afrezza KIT NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 20141022 47918-084-21 47918008421 Afrezza KIT NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 20141022 47918-840-33 47918084033 Afrezza KIT NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 20141022 0024-5874-90 24587490 Afrezza POWDER, METERED NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 EA 0024-5882-36 24588236 Afrezza KIT NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 EA 0024-5884-63 24588463 Afrezza KIT NDA NDA022472 HUMAN PRESCRIPTION DRUG 20140711 EA
I see 3 sets of Powder and Kit that are in sequence:
NDC 47918-004-02, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 60 - 4 unit cartridges and 2 inhalers NDC 47918-004-03, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 90 - 4 unit cartridges and 2 inhalers NDC 47918-008-03, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 90 - 8 unit cartridges and 2 inhalers NDC 47918-048-12, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 90 cartridges; 60 – 4 unit cartridges and 30 - 8 unit cartridges and 2 inhalers NDC 47918-048-21, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 90 cartridges; 30 – 4 unit cartridges and 60 - 8 unit cartridges and 2 inhalers NDC 47918-048-33, AFREZZA (insulin human [rDNA origin]) Inhalation Powder: 180 cartridges; 90 - 4 unit cartridges and 90 – 8 unit cartridges and 2 inhalers
its the last three that have no end date and have out of sequence reference numbers that I am interested in:
0024-5874-90 - 90 POWDER, METERED in 1 PACKAGE (0024-5874-90) 0024-5882-36 - 90 PACKAGE in 1 CARTON (0024-5882-36) > 1 KIT in 1 PACKAGE * 60 POWDER, METERED in 1 BLISTER PACK * 30 POWDER, METERED in 1 BLISTER PACK 0024-5884-63 - 90 PACKAGE in 1 CARTON (0024-5884-63) > 1 KIT in 1 PACKAGE * 60 POWDER, METERED in 1 BLISTER PACK * 30 POWDER, METERED in 1 PACKAGE
Anyone care to speculate on the last three?
Link: CSV "Item Code",NDC11,"Proprietary Name","Dosage Form" ... For Industry
2015-04-17 | www.fda.gov/downloads/forindustry/datastandards/structuredproductlabeling/ucm363569.csv ... 47918-004-02,47918000402,Afrezza,"POWDER, METERED",NDA,NDA022472," HUMAN PRESCRIPTION DRUG",20140711,20141022,. ...
OOG
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Post by otherottawaguy on Apr 20, 2015 8:50:44 GMT -5
Need to leave the computer for a few minutes to raid the kids piggies and check the couch for additional loose change.
Anyone going to take the bait? Can't do anything myself until I get the tax return back.
OOG
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Post by otherottawaguy on Apr 19, 2015 9:06:29 GMT -5
Spiro
To stay in third person, should you not sign off as "Spiro there"?
OOG
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Post by otherottawaguy on Apr 17, 2015 13:21:00 GMT -5
Want $50(ish) a share. We need to capture 2% of world diabetic market (300M) or 20% of the US market (30M) by my last pps calculations using P/E of 18.
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Post by otherottawaguy on Apr 17, 2015 10:26:44 GMT -5
Many members here are on both boards, with mnkd.proboards.com seeing a better growth rate in the last fee months. Both have their different flavours with one more "Glass half full" and the other "Half Empty". Like them both. Lots of stuff get cross pollinated. OOG
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Post by otherottawaguy on Apr 16, 2015 16:07:19 GMT -5
Secret is doing something like that when you are supposed to be doing something else that is getting in the way of doing what you are supposed to do and all of this before going to bed.
Made a couple of improvements to it, will post it as a thread when I feel it is complete, as the copy I first presented is but a work in progress.
Got to tip my hat to the Bard for his contributions to my plagiarism of his work.
OOG
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Post by otherottawaguy on Apr 16, 2015 13:12:34 GMT -5
Thought that if the topic quoted one Briton, that something from "The Bard" was also required to support our cause...
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Post by otherottawaguy on Apr 16, 2015 12:34:47 GMT -5
100m convertible would only add 5% to the shares out at current price.
The point being is if Dr Mann et friends control 39% of the float (406M) or 160M (corrections welcome) and with Institution control 25% or about 101 M (these are probably a good number of the shares that are also short) Gives a net reminder of 140M share from which the shorts need to cover 95M shares.
Add to this that 9M of those shares that are mostly likely short are not included in the 406M begs me to ask where are they going to get them (100M) from.
As to share count by end of FY 2016, you should be setting your sights on 460-470M once all warrants, management perks and bond conversions have run their course. The warrant will still cause Dr Mann's ownership to remain neutral as he holds a wack of warrants at 2.70 and 2.60 pricing for partial shares.
Just as a caveat here I think we had a poll showing that the longs here are holding in excess of 2M shares (done back when there were only 600 members) and another poll showed that the of the current membership (1000+ members) about 25% will purchase more if their respective threshold decreases in PPS are met (ie more cash avail or pricing at 5 or less).
OOG
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Post by otherottawaguy on Apr 15, 2015 20:55:35 GMT -5
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Post by otherottawaguy on Apr 15, 2015 20:47:17 GMT -5
Enter the LONG WESTMORESHARES: O that we now had here But one hundred thousand of those shares they shorted That do not rise to-day! LONG. What's he that wishes so? My cousin Westmoreshares? No, my fair cousin; If MNKD is mark'd to rise, we are enow To do our portfolio loss; and if to live, The fewer men, the greater share of ROI. God's will! I pray thee, wish not one share more. By Jove, I am not covetous for gold, Nor care I who doth short upon my cost; It yearns me not if men my shares loan while paying 23%; Such outward things dwell not in my portfolio. But if it be a sin to covet captial gain, I am the most offending soul alive. No, faith, my coz, wish not a share from the treasury. God's peace! I would not lose so great an gain As one short more methinks would share from me For the best hope I have. O, do not wish one more! Rather proclaim it, Westmoreshares, through my host, That he which hath no stomach to this fight, Let him depart; his portfolio shall be made, And 5.28 for trading put into his purse; We would not hold in that man's company That fears his fellowship to suffer loss with us. This day is call'd the feast of Mann. He that holds this day, and comes safe home, Will stand a tip-toe when this day is nam'd, And rouse his purse at the name of Mannkind. He that shall hold this day, and see a dividend, Will yearly on the vigil feast his neighbours who doth not hold, And say 'To-morrow is Mannkind's day.' Then will he strip his statement and show his dividend, And say 'These wounds I had on Shortin day.' Old traders forget; yet all shall be forgot, But he'll remember, with advantages, What trades he did not that day. Then shall our names, Familiar in the market as household words- Tesla, Volkswagon, Netflix, Ford and Zarlink, Excelixis and LyondellBasell- Be in their flowing cups freshly rememb'red that turned to gold. This story shall the good man teach his son; And Alfred Mann shall ne'er go by, From this day to the ending of the world, But we invested shall be remembered- We few, we happy few, we band of investors; For he to-day that holds his shares with me Shall be my brother; be he ne'er so vile, This day shall gentle his condition; And gentlemen not holding and now-a-bed Shall think themselves accurs'd they were not loading, And hold their investments cheap whiles any speaks That held with us upon Saint Mann's day.
OOG
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Post by otherottawaguy on Apr 15, 2015 20:21:13 GMT -5
Keep in mind that there are approx. 100M shares owned by the institutions that make up a considerable amount of those on loan to shorty.
OOG
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Post by otherottawaguy on Apr 10, 2015 11:33:07 GMT -5
What, no Diane Plombo?? (mentioned on YMB)
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