Mannkind, Game-Chancer in Sachen Diabetik? (Seite 459)
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Ich hab mir mal das Interview durchgelesen. Ich glaube es ist ganz normal, dass es am Anfang von so einer Einführung einer komplett neuen und unbekannten Technologie holpert! Die arbeiten ja daran, den Lungentest zu vereinfachen bzw. das Prozedere zu vereinfachen und zu unterstützen... Ich glaube es wird hart gearbeitet, hier noch einen Erfolgreichen Launch hinzubekommen. Nur geht das halt auch nicht von heute auf Morgen. Und es findet sich immer ein Weg wieder an frisches Geld zu kommen. Von Internationalisierung wurde ja auch gesprochen. Kann sein, dass der Kurs noch weiter runtergeht oder seitwärts läuft, aber sollten die Maßnahmen greifen,Afrezza ein Blockbuster werden und Technosphere weitere Anwendungen auf den Markt bringen, mach ich mir langfristig um den Kurs keine Sorgen!
Wir können Ihn ja über XING anschreiben und fragen, ob er einen Plan hat, um aus der Misere rauskommen 
ob der weiß was Sache ist
https://www.xing.com/profile/Alexander_Rupp16?ace=aff0ff3501…
http://www.investors.mannkindcorp.com/phoenix.zhtml?c=147953…
Bleibe weiter investiert!mal sehen was bei der Konferenz rauskommt.
Bleibe weiter investiert!mal sehen was bei der Konferenz rauskommt.
VALENCIA, Calif. (TheStreet) -- MannKind's (MNKD) first-quarter conference call on Friday morning didn't go well. Management admitted the Afrezza commercial launch is slower than expected. Cash burn and debt remains problems which need to be addressed soon.
Shares of MannKind were slipping 0.4% to $4.01 The stock has lost almost 70% of its value since Afrezza, the inhaled insulin product, was approved at the end of last June.
Five thoughts and observations about MannKind's first quarter performance:
1. MannKind's 35% share of the Afrezza joint venture loss was $12.4 million in the March quarter, which means the overall loss was $35.4 million. Sanofi SNY markets Afrezza and receives 65% of the joint venture's profits, or losses, in this case. Afrezza net sales in the first quarter were 1 million euros, Sanofi disclosed last month.
If Afrezza sales perk up, the financial health of the joint venture might improve -- losses will narrow or there may even be profits. But right now, Sanofi is losing money on every Afrezza prescription, and that's not good, especially when the French pharma giant makes money more easily selling its other new diabetes product Toujeo.
One more thing to worry about the Afrezza joint venture. Sales may perk up, but costs will also increase as Sanofi doles out cash to pay for direct-to-consumer advertising in the third quarter and starts the large, follow-on clinical trials required by the U.S. Food and Drug Administration.
2. MannKind executives are way too cavalier when describing the company's growing debt to Sanofi. On the call, Chief Financial Officer Matt Pfeffer told investors not to worry about the $12.4 million in losses from the Afrezza joint venture because it's not recorded on the company's income statement. Instead, the loss is added to the money MannKind borrows from Sanofi under a $175 million line of credit.
Okay, but that borrowing must be repaid eventually. It's not free money, MannKind's outstanding obligation to Sanofi is now $15.4 million. That debt will grow, which means MannKind's ability to generate a profit from Afrezza is pushed further into the future. (If it ever happens at all.)
3. Speaking of debt, there's still the looming issue of the $100 million convertible debt which must be repaid or renegotiated by Aug. 15. The debt converts to MannKind equity at $6.80 per share, well above the current stock price.
On the call, CFO Pfeffer said he doesn't envision using dilutive financing (a stock sale) to raise cash to pay the $100 million debt. He said the company can settle the debt with existing cash. Really? MannKind ended the first quarter with $120 million in cash. The company is burning $20 million-plus per quarter outside of the Afrezza joint venture. MannKind can borrow another $30 million from founder Al Mann and raise $50 million through an existing At-The-Market equity facility (which is dilutive), but is that enough to keep the company afloat? Hardly seem like it.
4. Chief executive Hakan Edstrom cancelled his 10b5-1 insider trading plan. He won't sell any more stock. Great, you listened to me, but if MannKind is a bargain, you should be buying stock, Hakan.
5. On the call, MannKind executives admitted that Afrezza is not launching well. Doctors are reluctant to prescribe Afrezza because of the FDA's requirement that all patients be pre-screened with a lung function (spirometry) test. Insurance companies are also putting up barriers to Afrezza by requiring prior authorization before prescriptions can be filled. Insurance companies are also denying some Afrezza prescriptions, the company said.
Sanofi and MannKind are taking steps to reverse these impediments to Afrezza's launch, but details on the call were scant.
http://www.thestreet.com/story/13144891/1/five-reasons-mannk…" target="_blank" rel="nofollow ugc noopener">
http://www.thestreet.com/story/13144891/1/five-reasons-mannk…
Shares of MannKind were slipping 0.4% to $4.01 The stock has lost almost 70% of its value since Afrezza, the inhaled insulin product, was approved at the end of last June.
Five thoughts and observations about MannKind's first quarter performance:
1. MannKind's 35% share of the Afrezza joint venture loss was $12.4 million in the March quarter, which means the overall loss was $35.4 million. Sanofi SNY markets Afrezza and receives 65% of the joint venture's profits, or losses, in this case. Afrezza net sales in the first quarter were 1 million euros, Sanofi disclosed last month.
If Afrezza sales perk up, the financial health of the joint venture might improve -- losses will narrow or there may even be profits. But right now, Sanofi is losing money on every Afrezza prescription, and that's not good, especially when the French pharma giant makes money more easily selling its other new diabetes product Toujeo.
One more thing to worry about the Afrezza joint venture. Sales may perk up, but costs will also increase as Sanofi doles out cash to pay for direct-to-consumer advertising in the third quarter and starts the large, follow-on clinical trials required by the U.S. Food and Drug Administration.
2. MannKind executives are way too cavalier when describing the company's growing debt to Sanofi. On the call, Chief Financial Officer Matt Pfeffer told investors not to worry about the $12.4 million in losses from the Afrezza joint venture because it's not recorded on the company's income statement. Instead, the loss is added to the money MannKind borrows from Sanofi under a $175 million line of credit.
Okay, but that borrowing must be repaid eventually. It's not free money, MannKind's outstanding obligation to Sanofi is now $15.4 million. That debt will grow, which means MannKind's ability to generate a profit from Afrezza is pushed further into the future. (If it ever happens at all.)
3. Speaking of debt, there's still the looming issue of the $100 million convertible debt which must be repaid or renegotiated by Aug. 15. The debt converts to MannKind equity at $6.80 per share, well above the current stock price.
On the call, CFO Pfeffer said he doesn't envision using dilutive financing (a stock sale) to raise cash to pay the $100 million debt. He said the company can settle the debt with existing cash. Really? MannKind ended the first quarter with $120 million in cash. The company is burning $20 million-plus per quarter outside of the Afrezza joint venture. MannKind can borrow another $30 million from founder Al Mann and raise $50 million through an existing At-The-Market equity facility (which is dilutive), but is that enough to keep the company afloat? Hardly seem like it.
4. Chief executive Hakan Edstrom cancelled his 10b5-1 insider trading plan. He won't sell any more stock. Great, you listened to me, but if MannKind is a bargain, you should be buying stock, Hakan.
5. On the call, MannKind executives admitted that Afrezza is not launching well. Doctors are reluctant to prescribe Afrezza because of the FDA's requirement that all patients be pre-screened with a lung function (spirometry) test. Insurance companies are also putting up barriers to Afrezza by requiring prior authorization before prescriptions can be filled. Insurance companies are also denying some Afrezza prescriptions, the company said.
Sanofi and MannKind are taking steps to reverse these impediments to Afrezza's launch, but details on the call were scant.
http://www.thestreet.com/story/13144891/1/five-reasons-mannk…" target="_blank" rel="nofollow ugc noopener">
http://www.thestreet.com/story/13144891/1/five-reasons-mannk…
Trading Spotlight
Bisher haben die Shorts recht behalten. Wenn die nicht mit der FDA hier ne Erleichterung erreichen, wird das nichts mit mehr Verschreibungen.
Antwort auf Beitrag Nr.: 49.744.071 von price-of-success am 08.05.15 21:07:30Wenigstens bin ich nicht allein der das hier aussitzt... Nur müsste sich an der komplizierten Verschreibung was ändern, damit wir hier enorm ansteigen können.
Antwort auf Beitrag Nr.: 49.744.014 von Gangal am 08.05.15 20:54:38Moin
Unsere familie bleibt investiert.dies ist ein klassisches long term invest imo.
Ggfs wird zugekauft.
Mannkind ist ja kein ipo sonden ein produzierendes upstart unternehmen.
Das dauert.
Und über das internet geht es eben (noch) nicht zu kaufen
Gruss
Unsere familie bleibt investiert.dies ist ein klassisches long term invest imo.
Ggfs wird zugekauft.
Mannkind ist ja kein ipo sonden ein produzierendes upstart unternehmen.
Das dauert.
Und über das internet geht es eben (noch) nicht zu kaufen
Gruss
Jaffrays halbiert nun auch das Kursziel, von 7 runter auf 3,50 Dollar,
http://www.thestreet.com/story/13145051/1/mannkind-mnkd-stoc…
http://www.thestreet.com/story/13145051/1/mannkind-mnkd-stoc…
Antwort auf Beitrag Nr.: 49.741.905 von trustone am 08.05.15 16:12:53Was für Probleme mit Versicherungen? Und was für Probleme mit dem Lungentest? Was ist das für eine Scheiße??? Schon 42% im Minus mit dem Dreck hier!!! Bleibt Ihr hier drin oder zieht Ihr die Notbremse? Wie soll sich hier die Anzahl der Verschreibungen signifikant verbessern wenn es so kompliziert ist. Hat die FDA dieses fucking komplizierte Zulassungsverfahren festgelegt? Schmeissen heute alle? Bereits über 16 Mio Shares gehandelt - das ist Wahnsinn!
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Mannkind, Game-Chancer in Sachen Diabetik?
