This guy used to write articles about a short squeeze. He is a complete moron. I couldn't even stand his pump articles.
Don't forget the rest of the story..... Morgan eventually bought westinghouse and formed GE
So Morgan threatens Westinghouse with patent infringement. Few could afford to fight a lengthy lawsuit with Morgan. Westinghouse, stretched to breaking point is forced to sign over Tesla’s patents. Morgan’s consolidated electric company (minus Edison and operating on AC) General Electric, will become one of America’s biggest corporations.
Im confused. Sorry its early. You don't believe the no refrigeration claim or you do believe it?
Let there be no doubt the only reason they didn't support afrezza is because they didn't want toujeo to compete with afrezza in the type II market. It's now coincidence that none of us can name any type II early adopters.
IMHO the biggest disservice SNY did to MNKD shareholders, a slight that should be pursued in court, is 1) poorly supporting afrezza commercialization, while 2) assuring us in a very misleading fashion that this was all ok because it was a controlled launch.
IMO this is nothing short of willfully misrepresenting marketing efforts at the expense of MNKD shareholders.
Where is the law firm pursuing this cause? THAT is a lawsuit I will gladly participate in.
Good point the diabetic market has grown substantially since then
I forgot to add the clamp studies that are now completed and pediatric studies started
Al has enough money to support MNKD and that also gives us negotiating strength
Hard to figure what metrics will be used,( if we are being sold at all), to come to a final price. Though SNY clearly bungled the launch, the early adopters, demonstrated results that had been promised but never demonstrated until now
Manufacturing capabilities have been significantly built out since launch and validated.
We now have an agreement with 100M in possible milestones and royalties.
In subsidiary arrangement, the 1B in NOL's can be used for a tax advantage.
We have also demonstrated with Approximately 10,000 users not one adverse event to my knowledge.
No matter how you slice it. Its a step in the right direction. There is no downside what so ever. We are free to develop our pipeline and also to seek out other collaborations. It is a positive step in the right direction showing the potential value of T.S.
Absolutely true. Unsolicited offer is not out of the question. Especially at our current market cap
Initially I was disappointed that none of the three pipeline products involved Teva molecules.
Today it occurred to me that MNKD "could" license TS to Teva for an upfront payment + royalties, and enter into a marketing and distribution agreement for Isreal and the middle east for Afrezza.
cmon guys, buy in with the rest of us!!
Currently 1B in sales = 33.00 share price
1B x 0.68margin x 20multiple / 410M shares outstanding
With SNY in the picture 1B = 11.55 share price
We need 25M in sales to justify our current Market cap, or 801 scripts per week.
801 x 600.00(3month script) x 52 weeks
long story short, at current weekly sales (which are increasing) MNKD is technically a good by at this price.
exactly! And correct me if I am wrong but if Afrezza captured 35% of the type 1 market wouldn't novalog and humalog have 32.5% each? It so stupid for the 35% retention rate (which is underestimated to begin with) being painted as a negative.
hmmmm what if all 1.25 million type I diabetics in the united states tried afrezza and 35% still use it?
1.25M x 35%= 437,500 patients x 2400 a year = 1 billion 50 million dollars
What if we got all diabetics to try afressa? 24M in the united states alone?
24M x 35% = 8M 400 thousand patients x 2400 a year = 20billion
Anyone else find fault with their logic?
I have no doubt with proper insurance coverage and education far greater than 35% would stay on afrezza, and correct me if I'm wrong but aren't we currently far greater than 40% refills? Adjust numbers above to reflect 48%
Its 1.44B for type one
27B for all diabetics
Seems to me a good marketing company would try to get everyone to try it? No?