Down over 1/2 a billion. If he's found liable for any of last year's nonsense, there will be nothing left of him. He'd probably settle for some jail time if he could have his 1/2 billion back...lol
One heck of a bullish candle today. Need to see some flow through in the next day or so and you've got a tradable bottom. Of course I didn't wait and nibbled a bit today. Did that because I have a feeling some upside calls I sold will run away from me.....maybe.
$1.20 in a straight line since. Of course I sold some calls to sleaze a few pennies and I'm probably going to lose the shares at a loss. Figures....
As of this second, baba market cap is under $200 billion. And it controls the majority of a quickly growing Chinese E-commerce?? It is now worth less than amzn by $5 billion?? Not sure how that makes sense.
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.