Yhoo closed $42.05. Also there were more shares outstanding. Yahoo Japan was trading more than 10% lower than today. There was no talk of a tax free spin off of the 384 million shares as is being forged today. A bit silly they we are at $38? Hopefully our CFO continues to buy back more shares.
Your margin assumptions are the problem. Once afrezza achieves volume, the effective royalty to mnkd approaches 25%. This implies a high margin product (above 50%) with room to lower prices in the future and grab share.
Are you talking about the same A T that recently tweeted "My major update: dosage needs go UP over time", as if that is somehow Afrezza's fault. Afrezza, a regular human insulin that a basically is the same as a healthy pancreas would produce?? Think about how illogical that is....
They are doing nothing? I know the rep on my area of Connecticut and she works her butt off. What about the multiple studies than Sanofi is now starting up this month?? No way Mannkind could have been doing all this. What about the the ADA?? What about all the Doctor seminars that Sanofi is funding across the nation?? What about all the international resources Sanofi has at its disposal so that Afrezza has the world wide push it will need?? Are you kidding me??
PPP? Friggin iPhone. Meant to say POP! If the Symphony numbers are accurate, represents a nice number. As I've written once before, I expect an eventual tailwind from the ADA conference once enough time has passed. We all know that it takes some time to get the scripts through considering spirometry so I think July will really start to show some better numbers due to ADA and now with DTC going, we could eventually get a bit of that hockey stick longs have been waiting for.
Here’s Why REITs Are Set To Rebound: Citi
By Teresa Rivas
Citigroup’s Michael Bilerman and his team have an update on the real estate investment market Thursday, and like RBC Capital Markets, which believes the worst pain for REITs is over, the firm is optimistic about the sector’s outlook.
Real estate investment trusts have struggled against rising rates, and Bilerman notes that as the public markets have pulled back, the private markets have remained strong. This reflects the solid fundamentals and an abundance of capital chasing assets, widening the gap between public and private market values.
Looks like we know how the bets are being placed, at least this morning. We've been pretty flat with scripts the last couple weeks. That has happened prior with the eventual PPP to the next level. I would expect to see that tomorrow. Will be interesting.
Meant to say:
"Yes, he made a terrible flaw in assigning a potential market cap based on 3 times sales without ANY reference to the PROFITABILITY of those sales. Who does that? Unbelievable amateurish. I had to read it twice."
It would equal $500 million to Mnkd as their share in the partnership. Of course Mnkd has bills to pay outside of the partnership so the bottom line is reduced depending on those costs.
I am long Amzn and believe it is the future of e-commerce in America, but it cannot compare to baba IMO. Baba is a younger company with much higher growth in a country that has a much longer runway for future growth. To boot, baba is already highly profitable. There is a disconnect that I expect gets resolved with baba moving higher.....imo
Just to be clear, buying uvxy put spreads is an aggressive bullish trade for Monday set up. I apologize if you did in fact know that.
Polls look like "yes" on Sunday so I like your play. Weak tomorrow on the uncertainty and get long before the close for a strong Monday. I'm with ya. Will probably buy some uvxy put spreads on any weakness tomorrow.
Yes, he made a terrible flaw in assigning a potential market cap based on 3 times sales without ANY reference to the probability of those sales. Who does that? Unbelievable amateurish. I had to read it twice.
Long weekend and Greek vote. I lightened up today in anticipation of a pullback Thursday. AAPL may be up but will have to fight through what is expect will be a red tape.
35ish was support earlier. I would think it holds. Silc usually runs a bit into the Q report. That date will be announced as early as tommorow? Of course what it does as it reports is anyone's guess. Up or down 20%. Stock is too volatile. Should have options to hedge the risk IMO.