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Post by tinkusr8215 on Aug 24, 2018 12:27:32 GMT -5
Regardless, something has to give in the next week because a payment is due to Deerfield on the 31st. We won't have to wait long to see how the shortfall is dealt with. Shares for debt or up front cash deal. Take the bets |
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Post by tinkusr8215 on Aug 23, 2018 13:09:14 GMT -5
I hope the talks are still going on.
Any progress that can be interpreted?
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Post by tinkusr8215 on Aug 22, 2018 18:28:39 GMT -5
Logic doesn’t require clinical trials. It's logical that if a higher concentration of the drug produces no more beneficial effect on on PAH than a lower concentration, then the patient simply doesn't need the higher concentration. Think in terms of drug receptors -- if there are only 50 receptors for the drug, then 50 of the drug will work fine, while 150 of the drug won't do anything more. Mannkind can't use tyvaso's 50 mcg dose data for 505(b)2 efficacy and then claim that a 150 mcg from a TS-trepostinil dose has a more beneficial effect. They would have to do some sort of trial to prove that claim. In this side of the world - logic is what prescribers use to rx a drug, patients use logic to use a drug , payors too use logic. no clinical trials. Every one is an armchair expert
so much logic aint it? or the simplest logic.  |
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Post by tinkusr8215 on Aug 22, 2018 8:20:27 GMT -5
LIQUIDIA with a $30 price target seems about right. MNKD at a buck and change is a head scratcher. What I do know is FDKP as a carrier particle works pretty damn good. I am not sure you can do much better at getting a drug into the deep lung and then have no residue left in the lung. Its not about share price. Its about Market Cap too. I hope you are aware of Market cap.
Liquidia has 15 million shares and MNKD has what 150 mil shares and waiting on recapitalization.
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Post by tinkusr8215 on Aug 21, 2018 11:33:11 GMT -5
$30 would give it a market cap of around $565K. It’s now around $318K so I am confused as to what you are asking? Market cap at right now @ 240 mil @ $16 share price.. so about 480 mil @ $30..
More so.. to the original OP - How many qtrs of run way does Liquidia have? MNKD had a lot of market cap in billions as well before Afrezza got approved. Thats how market works. Now that Market knows the potential of Afrezza may be thats why market is discounting afrezza.
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Post by tinkusr8215 on Aug 18, 2018 8:21:33 GMT -5
Peppy - You are at 8575 posts . Man thats a record right there.
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Post by tinkusr8215 on Aug 16, 2018 15:51:26 GMT -5
Still waiting to hit Matt P's target of 1000's of locations.
Oh Wait.
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Post by tinkusr8215 on Aug 16, 2018 14:42:03 GMT -5
Cmon Harry, you know better than to post inaccurate sales numbers. You are posting retail sales from symphony. 2nd Quarter 2018 booked sales was $3.9 million. I know first quarter was not 14 million in sales. shorty... |
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Post by tinkusr8215 on Aug 16, 2018 9:54:19 GMT -5
as long as they have authorized shares to sell and get more authorizations, you can rest your concern.
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Post by tinkusr8215 on Aug 14, 2018 11:52:43 GMT -5
What do u think will fund the $$$ to paint the bigger picture? I am aware that technospehere is a golden goose but still not able to assign probability of getting upfront cash deal or dilute or float debt. Upfront cash deal would be ideal , but based on the deals, I would assume this has less probability. Thoughts?  www.cnbc.com/2018/05/08/the-inspiring-quote-amazon-ceo-jeff-bezos-keeps-on-his-fridge.html ok..Thank you. so we are hoping some one comes along.
He reads that quote every day and yet every one knows how Bezos company treats the ware house workers.
I would say he better start treating his workers right to start with.
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Post by tinkusr8215 on Aug 14, 2018 10:38:45 GMT -5
What do u think will fund the $$$ to paint the bigger picture?
I am aware that technospehere is a golden goose but still not able to assign probability of getting upfront cash deal or dilute or float debt.
Upfront cash deal would be ideal , but based on the deals, I would assume this has less probability. Thoughts?
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Post by tinkusr8215 on Aug 10, 2018 13:02:53 GMT -5
Unfortunately, I don't think this will affect the Afrezza label. It's a different formulation, so MannKind would have to do clinical trials all over again to prove its safety and efficacy. It does bode well for future drugs though.
Having said that, MannKind can also initiate trials of their existing Afrezza formulation to prove that room-storage temperature doesn't affect Technosphere Insulin, but the clinical trials would be lengthy and expensive. MN, you certainly know how to burst a girl’s (my) bubble. 😢 How do you know that it wouldn’t apply to Afrezza? Is it because of the particle size? I guess its Afrezza thats approved by FDA and administered and not technosphere. Any label change requires studies and results presented to FDA and approved. |
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Post by tinkusr8215 on Aug 8, 2018 20:07:40 GMT -5
For a company that is on its last leg and appears to be completely dependent on its stock for survival, it’s interesting that right here, right now, they not only have the time to worry about an employee purchase plan but they don’t seem very concerned with dedicating 21 mil shares to it. they would worry if the company has to pony up the $$ to issue the shares.. But They are issuing new shares diluting existing share holders. The employees once they buy those shares @1.05 are already up what 30%?
Nice deal....Wish most of us had that kind of safety net.
They have 140 million shares authorized. Until they run close it , there wont be any concern.
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Post by tinkusr8215 on Aug 8, 2018 15:27:24 GMT -5
So if employee's get to purchase the incentive shares at $1.05 - Great the company gets the $ and can fund operations.
But look at the timing.
The management very well were able to file the plan on the lowest price it traded for what like almost an yr now? I am a bit taken back by this , but what can I do.. I am not in such a position to question them.
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Post by tinkusr8215 on Aug 8, 2018 8:52:19 GMT -5
First off, just wanted to say that I’ve been here for many years, and this is my first post, so please go easy on me. I’ve been involved with the MNKD saga for about 7 years now, from stock to options, and over the last 4 years been accumulating a quarter million share position at a share price that I’m actually not so underwater...and am very prepared to add more over the coming weeks if necessary. I’ve noticed this board, and other “media” devolving in recent weeks with some childish/trolling behavior and it truly disheartens me. I value almost all opinions I read on here, whether they’re positive or negative, I understand that some people have a job to do. I have one simple question to all of the “altruistic” folks warning MNKD investors to find a better place for our money...don’t you have a better use for your time and energy? This is a $175 million company as of today, why do you care? Please don’t answer, I won’t be paying per response. I just want to know how you can actually put your head on the pillow and sleep at night, and go to bed knowing that your purpose is to hinder the progress of a company that is trying to help the lives of potentially hundreds of millions of people in this world. dhe if you ask me , I wont blame any of those Seeking alpha writers - because any one can research and get their own facts - there by ignoring what they write. The main culprit is the CRL incident and who ever caused it it - whether it was Martin Shrekli or the FDA or the company management itself. The second culprit is not raising the $$ on Afrezza approval - May have used that for the pipeline - and who ever is the reason behind this.
All the folks that discredit Afrezza with rubbish are also culprits may be 1% - but even then people can still look around get their facts.
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