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Post by otherottawaguy on Feb 4, 2014 13:51:55 GMT -5
Publication Schedule for 2014 Settlement Date - Due Date (6 p.m.) - Dissemination Date (after 4 p.m., ET) January 1/15/2014 - 1/17/2014 - 1/27/2014 = 51,450,894 1/31/2014 - 2/04/2014 - 2/11/2014 =
February 2/14/2014 - 2/19/2014 - 2/26/2014 2/28/2014 - 3/04/2014 - 3/11/2014
March 3/14/2014 - 3/18/2014 - 3/25/2014 3/31/2014 - 4/02/2014 - 4/09/2014
April 4/15/2014 - 4/17/2014 - 4/25/2014 4/30/2014 - 5/02/2014 - 5/09/2014
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Post by otherottawaguy on Jan 28, 2014 9:34:55 GMT -5
Anone know if this keynote address should be refered to in the past, present or future tense (i.e. is/was he speaking at 0900h)
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Post by otherottawaguy on Jan 14, 2014 18:06:24 GMT -5
This is the paragraph that I like:
"However, for those of you who don’t mind gambling a bit, I can honestly say that in my 25 years of following development stage drug companies, with the stock still trading under $6 (and there being such a large short position relative to the float), I don’t think I have ever seen a situation in which the risk-reward ratio heading into an FDA panel meeting has been better than the one we are currently looking at."
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Post by otherottawaguy on Jan 10, 2014 23:03:33 GMT -5
I am cross posting this just in case we are not reading both proboards forums.
I received a note this afternoon from Griffin Securities with their interpretation of the Adcom Notice received yesterday.
Dr Markey is the author and has been following MNKD for a few years. His other reports on MNKD can be found at:
www.griffinsecurities.com/research-small-cap.php
Here is an attachment of the article: Griffin Securities Update 10 Jan 2014.pdf (220.83 KB)
And a text except if it does not work:
January 10, 2014 MannKind Corp. Buy Company Update : Pharmaceuticals FDA Sets April Fools' Day Meeting n The FDA has tentatively scheduled an Endocrinology & Metabolic Drugs Committee meeting for April 1st to review Mannkind's Afrezza. The PDUFA date is only two weeks after the meeting on April 15th, and that suggests to us that the intent is to discuss the drug's label. n The timing is closer to the PDUFA date than we would have liked to see, but it still leaves the agency with sufficient time to render a decision within its statutory deadline. n This is GOOD NEWS, as we believe the panel meeting is an indication the agency is prepared to approve Afrezza. Why else would they have to be advised on the appropriate patient population for insulin? The FDA has already asked the Company to conduct a post- marketing study of Afrezza in children as young as four years old, which clearly means they have little concern over safety. Indeed, Mannkind submitted a risk management plan years ago that apparently met with the agency's satisfaction. Moreover, efficacy has been demonstrated multiple times in patients requiring basal and prandial insulin, and the Affinity 2 trial that was designed with the FDA's guidance showed Afrezza is effective in controlling a type 2 diabetic's glucose levels when added to a regimen of oral antiglycemic agents. n We believe TODAY'S PRICE WEAKNESS HAS CREATED A BUYING OPPORTUNITY. In the past few weeks, the stock has been benefited from speculation over approval, and while the volume achieved yesterday is probably not going to be seen again at least for some time, we think the general upward trend will continue.
Enjoy the ride,
OOG
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Post by otherottawaguy on Jan 3, 2014 9:28:24 GMT -5
Temp here in Ottawa since Tuesday has hovered around -25 C (-13 F), add the wind chill in and it feels like -35. Rideau Canal is open for skating and all of the local hills are open but very sparsely populated due to the cold. We will usually see a couple of weeks in Jan that hit the -30 range but its is rather odd seeing in Dec.
Just to show that I am not wimping out due to the cold, I had the pleasure of being out on New Years Day for Levee in my kilt which added a whole new perspective to the term "numb nut freezing cold".
Enjoy the ride,
OOG
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Post by otherottawaguy on Dec 31, 2013 11:37:28 GMT -5
Guess we will see tonight after 4pm...
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Post by otherottawaguy on Dec 31, 2013 10:35:19 GMT -5
Front row, forth from the right...
OOG
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Post by otherottawaguy on Dec 30, 2013 20:09:09 GMT -5
BD:
You are correct, there are at least 4 or 5 female soldiers in the picture. You can also exclude HRH Prince Philip from the possibilities as well.
This is actually not a bad shot of the Regiment with our Col in Chief, as not one of the officers are showing their "junk".
OOG
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Post by otherottawaguy on Dec 30, 2013 14:20:50 GMT -5
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Post by otherottawaguy on Dec 30, 2013 13:58:06 GMT -5
Ask and ye shall receive (I'm asking for 10% of the worldwide marketshare)...
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Post by otherottawaguy on Dec 30, 2013 12:05:04 GMT -5
BD:
I went and changed mine but nobody commented on it. I am sooooo disappointed that I might just change it again:-)
Just in case your interested I am actually in the picture, just not going to say where.
OOG
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Post by otherottawaguy on Dec 23, 2013 13:25:24 GMT -5
Ladies & Gents:
I keep hearing thing $10B buyout and how it would make us all happy. Please count me out of this group thought as I would be sorely disappointed with a mere 10. At current sharecount (400M ish) that would be only $25 per share. This I feel is a very short sighted goal when one considers down the raod what the potential this company has in the Diabetes space and others. Disregarding the "a bird in hand is better than 2 in the bush", I am looking for something in the low tripple digits before I consider selling the remainder. See my models in the library for FDA Decision Date +1 thru 10 years to see what I really think is possible.
Don't accept the crumbs while someone else gets the sandwich.
OOG
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Post by otherottawaguy on Dec 17, 2013 12:25:19 GMT -5
Rak:
The numbers for Danbury equate to 25% of current floor plan capacity. The numbers that I have offered therefore amount to only 1.8% of the US diabetic population so at current max capacity it will only be able to supply 7-8% of the US diabetic population, so your suggestion of additional facilities elsewhere is bang on the mark.
OOG
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Post by otherottawaguy on Dec 16, 2013 9:53:52 GMT -5
My spin on what a share of mankind is woth based upon current output capacity at Danbury:
Lines: 3 Capacity per line: 166K Total Capacity: 500k (client dosages annually) Annual Cost to Client: $2300 Cost to Manufacture (CTM): $500 (guessing, corrections are welcome) Net: $1800
Partnership split: 35% to MNKD + GTM MNKD Licencing Return: $630 (after full year of sales FY ending Jul 2015)
MNKD Net Profit: 315M (no tax impact due to carry forward)
Discount Rate: 9.5%(thank you Deerfield) Time to yearJul 2015: 1.5years
Present Value: 315M/1.14 = 276M
P/E: 18 Valuation: 4.97B (billion)
Share Count: 420M
Today's share Price: 4.978 B / 420 M = $11.85
Emphasis this is based upon a few assumptions (Royalties, Cost to Produce, Share Count, only 3 lines avail, and the biggy: a Partner)
Does not assume FDA decision going the wrong way.
Comments are always wellcome,
OOG
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Post by otherottawaguy on Dec 12, 2013 11:10:09 GMT -5
Anyone have any ideas on what it takes to get the Article Picked up on Yahoo and Goodle newsfeeds?
They have that article from our buddy Marty that does not mention MNKD but are completely missing one of the best summaries with projects that we have seen to date.
OOG
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