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Wiseman1

Wiseman1
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  • MannKind: Use This Drop As An Opportunity [View article]
    mannkind said in nov when asked about the competitive pricing in the diabetes space because of the discounts Lantus was giving would not effect pricing on Afrezza.
    Mar 4, 2015. 09:00 AM | 9 Likes Like |Link to Comment
  • An Objective, We Think, Up-To-Date Look At MannKind [View article]
    please provide link to your article on Lantus does it show the ramp of that drug? tks
    Mar 1, 2015. 09:12 AM | 1 Like Like |Link to Comment
  • An Objective, We Think, Up-To-Date Look At MannKind [View article]
    george what is your price target for the yr on MNKD thanks?
    Mar 1, 2015. 07:24 AM | 1 Like Like |Link to Comment
  • An Objective, We Think, Up-To-Date Look At MannKind [View article]
    thanks for the update
    Feb 28, 2015. 05:10 PM | Likes Like |Link to Comment
  • An Objective, We Think, Up-To-Date Look At MannKind [View article]
    george, do you see SNY buying mnkd
    Feb 27, 2015. 07:23 AM | 1 Like Like |Link to Comment
  • An Objective, We Think, Up-To-Date Look At MannKind [View article]
    I think Matt said the 100 will not convert to shares but they restructure the loan.
    Feb 26, 2015. 03:10 PM | 5 Likes Like |Link to Comment
  • MannKind Is Tripling Production To Meet Future Demand [View article]
    Sanofi also said second half of the year scripts expected to ramp up.

    thank you for a very nice article.
    Feb 25, 2015. 11:28 AM | 5 Likes Like |Link to Comment
  • What MannKind Investors Can Learn From The Sanofi Conference Call [View article]
    has to be a women
    Feb 5, 2015. 04:39 PM | 4 Likes Like |Link to Comment
  • What MannKind Investors Can Learn From The Sanofi Conference Call [View article]
    this is your best article yet. thank you for the recap
    Feb 5, 2015. 03:00 PM | 4 Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    Afrezza is not niche market that statement alone ends your analysis.
    Jan 26, 2015. 10:38 PM | 3 Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    debt is not significant 200m and 100m of that is owed to Al Mann and he has not put a time on it. MNKD expects to refi the 100m in august it is expected cash on hand may solve the problem if not refi will
    Jan 26, 2015. 09:06 PM | 3 Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    Sanofi is a large and diverse company that will be here from now on. Afrezza will become the best drug in their history
    Jan 26, 2015. 09:04 PM | 3 Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    i agree that is why SNY buys mnkd 100% gets them a lot closer, i disagree on the market size as diabetes is a pandemic. China alone could keep them busy for yrs. China also believes that inhaled medicine is the future. i just read China News Today that carried the story. they expect inhaled meds to account for 115b in sales in the next 5 yrs.
    Jan 26, 2015. 09:02 PM | 2 Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    i don't think it is a PE issue at all it is a growth and revenue issue. the market is so massive and growing at a rate that is causing grave concerns in developed countries around the world. These concerns center first on over all cost of the disease including additional heath care as well as lost productivity. The USA and others see it as the most dangerous health problem facing their nations. The UK just ran a story calling diabetes a problem of such massive proportion as to Bankrupt their health care system and called upon government to do something to help. therefore i think earnings will not be the issue but can the companies keep up with the massive production needs. The markets care as much about revenue growth as earnings and there are plenty of companies like netflix and amazon that prove that. i think SNY would be nuts not to buy now. Europe, China, Japan the Middle East and USA are just a start of where they can grow exponentially. the only reason mnkd gets sold is because Al is 90 if he was younger maybe not but we all have expiration dates and i think he would rather have 5b now rather then later and nothing less then 5b would do it for him in my opinion. hey all just guessing but i think a good guess. SNY has lost more then 20% of its market cap largely due to lantus and this is bigger by far. that is my story and i am sticking to it
    Jan 26, 2015. 08:54 PM | 4 Likes Like |Link to Comment
  • A New Price Estimate Now That Afrezza Is Launching [View article]
    seems like SNY would get the deal of a life time if they buy MNKD for 35, AL gets 5b to do the other things he likes. I think this was a trying 14 yrs for him not to mention the 1b he invested so i think he would sell at 35.

    good article but think PE is low due to the growth year over year of the market.
    Jan 26, 2015. 09:26 AM | 7 Likes Like |Link to Comment
COMMENTS STATS
220 Comments
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