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Post by tinkusr8215 on Aug 7, 2018 10:52:21 GMT -5
DF provides debt. Firms that provide debt could be short common because the debt may be convertible , may know more about the company health than market and will definitely short common if they will be taking shares for payments - locking profit and making $$ on the short side as well. they care about the principal $ they provided.
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Post by tinkusr8215 on Aug 6, 2018 18:46:07 GMT -5
Is this part of employee purchase plan or market purchase?
If market purchase - Does it mean no material info in the next 1 or 2 weeks?
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Post by tinkusr8215 on Aug 6, 2018 16:04:56 GMT -5
Last week we had 860k in sales so, without any improvement that mean 44,7M in sale a year...and we are at 150M mc... really??? We must be very close of the MC all time low no? When the revenu increase quarter after quarter. I know, this is going slowly and all but really...only 150M? correction : MNKD doesnt get all of the 860K .. Company projected 22 to 25 mil in sales and not 44.7 million. I know its obvious , but I keep seeing this from many posters. Not sure if they know because its not something you can go wrong in posting
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Post by tinkusr8215 on Aug 6, 2018 10:57:51 GMT -5
additionally, I am thinking morgieporgie and tinkusr8215 are the same person. *I know I can be wrong. You are wrong. Just because I answered his question with a link of mannkind filings which is the official share count as of ... doesnt mean I am morgieporgie. I thought many here would know to look @ 10Q for the outstanding share count.
I just happen to know where to look exactly to verify this information.
Mods can see the IP address
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Post by tinkusr8215 on Aug 6, 2018 10:41:43 GMT -5
For the most part, members here are not the real problem and are not influencing the stock price. The negative articles and our very real financial situation are the real problems. Let's stop attacking each other. Well Said.
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Post by tinkusr8215 on Aug 6, 2018 9:14:30 GMT -5
I believe DF debt was paid through with some shares. I dont have exact details but many here might.
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Post by tinkusr8215 on Aug 6, 2018 9:06:06 GMT -5
From the latest 10K in Feb : As of February 9, 2018, there were 120,467,137 shares of the registrant’s Common Stock outstanding |
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Post by tinkusr8215 on Aug 6, 2018 8:58:12 GMT -5
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Post by tinkusr8215 on Aug 5, 2018 21:27:07 GMT -5
Would this volume be from ATM sales? If ATM - when would it have to be disclosed?
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Post by tinkusr8215 on Aug 5, 2018 19:35:14 GMT -5
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Post by tinkusr8215 on Aug 5, 2018 10:40:00 GMT -5
Afrezza revenue for the last quarter was less than 1/5 the amount of cash burn. Back of the napkin math would equate about 2500 to 3000 scripts per week for cash flow break even. The company is light yeRa away from that number. Light years sounds a little harsh. A country mile sounds more like it. Weekly revenue just as the 2nd quarter started was $499k (and spent a lot of time weekly in the $500k's. It ended the quarter with the week ending 6/29 at $720k. An $862k week was just printed. If this moves to $1M a week as a run rate by some time in the 4th quarter and a reasonable (not hockey stick) growth rate is maintained in 2019, $2M a week by the end of 2019 puts the company in a cash flow positive run rate by the end of next year (IMO, of course). Who knows what delta Brazil or Tanner can bring to that equation? Anyway, I stand by my opinion how much closer cash flow positive is if they have truly begun to figure out the recipe and continue solving insurance. I think we will get there on a fast horse in a years time versus needing that Starship you were talking about. are you quoting weekly revenues reported by bloomberg using the script numbers? Mannkind gets about 48% of those. |
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Post by tinkusr8215 on Aug 4, 2018 12:16:41 GMT -5
Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. Not trying to rain on your parade.. but setting realistic expectation - there might be a pop when approved in ex-Usa but they wont bring the $$ immediately. Once approved , it takes about 6 months at least to start selling the product . |
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Post by tinkusr8215 on Aug 4, 2018 10:05:53 GMT -5
Nothing is going to happen until the Mid-Term Phase 3 READOUT which will be around early 2020. or so (with little interest and a balloon payment at the end) in two years or less we would be sitting in the cat bird seat with Afrezza most likely profitable along with Trep-T taking from the big boys. If I only had a billion $ right now I’d lend the money, and bet big with shares just before the loan with the utmost confidence of a return multiples of my investment in just two years. Then I would refinance the loan 😎 and who would lend that loan with out any guarantees? If we could only win the mega millions and power ball.  If we could only bought out by AMGN, APPL, GOOGL , Verily..
if you had a billion $ , you might as well suck up all the float , and lend the $200 mill with 1% minimal interest and make up the rest in the short squeeze.
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Post by tinkusr8215 on Aug 3, 2018 22:51:53 GMT -5
Picked up more AH at 1.16 to "correct" my earlier buy at 1.43 today. Shorts are good, but I believe true longs will win at the end  True longs as in longs buying now or longs that bought before reverse split? who is true and who is truer and who is truest?
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Post by tinkusr8215 on Aug 3, 2018 15:22:59 GMT -5
Simple. Simply send out a tweet to repeat the statements that Mike made yesterday about the "potential sources to complete recapitalization. and that would make the people who are selling - to stop selling and start buying. Who ever is selling already would know that.
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