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11/3 MannKind - Deferred Revenue, Revenue, And Cash
•Deferred revenue is a liability on the balance sheet
•Revenue is not a liability on the balance sheet
•The amount of money in deferred revenue is included in the cash reported
https://seekingalpha.com/instablog/175233-spencer-osborne/5070401-mannkind-deferred-revenue-revenue-cash?uprof=51&isDirectRoadblock=false
11/10 MannKind - Afrezza Scripts And The Special Meeting
•Afrezza scripts flat at 440.
•For MannKind to meet its guidance it needs $3 million in net revenue over next 8 weeks.
•Your vote at special meeting is important.
https://seekingalpha.com/article/4123509-mannkind-afrezza-scripts-special-meeting?v=1510415501&comments=show
11/8 MannKind Q3 Call - The Good, The Bad, And The Ugly
•MannKind will seek to double authorized shares.
•MannKind posts loss of $32.9 million or $0.31 per share.
•MannKind holds low end of guidance.
https://seekingalpha.com/article/4122463-mannkind-q3-call-good-bad-ugly?auth_param=1vat:1d06oes:5cb00dccce8d8715efcdbd3e817bf223&uprof=51
11/7 MannKind Earnings On Tap - What We Know Going In
•Company Already reported that gross revenue will be between $2.6 million and $3.0 million.
•Company already reported that net sales will be between $1.8 million and $2.2 million.
•Afrezza scripts for the quarter were about 4,875.
https://seekingalpha.com/article/4121660-mannkind-earnings-tap-know-going?auth_param=1vat:1d03oft:b8764274cd3cbf31ebb87c26d5b85231&uprof=51
11/6 MannKind Scripts Rebound - Why The Equity Is Volatile
•Afrezza scripts near 450 mark.
•Sales remain within my projections.
•Stock remains a trader's advantage.
https://seekingalpha.com/article/4121049-mannkind-scripts-rebound-equity-volatile?source=email_rt_article_readmore&auth_param=1vat:1d00p60:e95fffa5c75dfc669c06f48c4753e716&uprof=51
10/31 MannKind Isurance Update
•Insurance coverage has not seen a material change since the end of July
https://seekingalpha.com/instablog/175233-spencer-osborne/5063747-mannkind-isurance-update?uprof=51&isDirectRoadblock=false
10/30 MannKind: Afrezza Scripts Flat Into Q2
•Afrezza scripts come in at just above 400.
•Refill's see drastic dip.
•Q3 quarterly conference call will be November 7th
https://seekingalpha.com/article/4118010-mannkind-afrezza-scripts-flat-company-prepares-q3-conference-call#alt3
10/24 MannKind: Debt Holders Are Bullish
•Restructured key near-term debt and debt facilities.
•Seeking Brazil approval.
•Key takeaway - MannKind's debt holders are betting on the company, so should high risk/reward investors.
https://seekingalpha.com/article/4115849-mannkind-bankruptcy-fears-fade-away?auth_param=1vat:1cuusf0:0ea2d75ae80bc0117614c4d721a6f064&uprof=51#alt2
10/23 MannKind: The Proof Is In The Pie
•A recap of how productive the MannKind's marketing efforts have been for the latest 15 months under their tutelage.
•A cash burn rate that only a master arsonist can appreciate.
•Where have all the massive numbers of prescribing doctors disappeared to?
•An explanation for why the pie is missing a piece.
https://seekingalpha.com/article/4115601-mannkind-proof-pie?auth_param=1vat:1cusnjt:0e9c35c8f5d8e2baf85d951dc747f024&uprof=51
10/20 With Afrezza Sales Flat, MannKind Needs Growth
•Afrezza scripts come in just above 400
•This week represents first week with new label in effect
•Cash situation not desperate anymore, but not ideal either
https://seekingalpha.com/article/4115189-afrezza-sales-flat-mannkind-needs-growth?auth_param=1vat:1cukln0:956119b0b9aa4d7c9b5d271b7bb11bbc&uprof=51
10/16 MannKind - Script Sales Dip To Start Q4
•Script sales of Afrezza dip to just above 400.
•Potential cash infusion via dilution could allow for a slightly bigger marketing budget.
•Cash issue not as critical, but also not resolved.
https://seekingalpha.com/article/4113677-mannkind-script-sales-dip-start-q4?auth_param=1vat:1cu9dc2:3aff7ff71fb7182d21b2153df1e3269f&uprof=51
10/10 MannKind Is A Trade Not An Investment;
•MannKind is moving up, but we still don’t consider it a strong investment.
•Imfinzi MAA was accepted for Stage III lung cancer.
•Onconova's rigosertib is progressing well.
https://seekingalpha.com/article/4112686-daily-pharma-scoop-mannkind-trade-investment-astrazenecas-imfinzi?auth_param=1vat:1ctpqf0:fac82bba8ca11e5c55095f60991c4816&uprof=51
10/9 MannKind: Rise On Affreza Label Revision Acceptance
•Afreezza script sales rise to over 440.
•Script sales for the quarter come in at nearly 4,900.
•Stock has risen sharply on FDA acceptance of label revision
https://seekingalpha.com/article/4112400-mannkind-afrezza-sales-rise-along-stock-price?auth_param=1vat:1ctmrsu:5f5b5991d1659bdb2daf89591a41866a&uprof=51#alt3
10/8 MannKind - Warrant Exchange Contract
https://seekingalpha.com/instablog/175233-spencer-osborne/5052635-mannkind-warrant-exchange-contract?uprof=51&isDirectRoadblock=false
10/6 MannKind Is In A Race It Can't Win
•I will provide extensive examples why MannKind's marketing can be easily differentiated from the truth.
•Charts will share clear evidence that MannKind's marketing isn't working.
•The results from the three official launches for Afrezza might surprise you.
•Aesop told us many years ago how this race is going to end.
https://seekingalpha.com/article/4112112-mannkind-race-win?auth_param=1vat:1ctfaej:99c0d6cf41342ebde5433828bceef53c&uprof=51
10/2 Micron: The Endorsement Of An Icon
•Confirming this author's previously expressed view, Bill Joy, co-founder of Sun Microsystems, now a principal at Water Street Capital, advocates the hedge fund takes large, long-term position in Micron.
•Joy believes the stock's history of extreme whipsaws is over, and increasing proliferation of AI and machine learning assures consistent future growth for Micron.
•Memory production by competitors is constrained.
•Prospects of global memory oversupply as a result of Chinese government-backed production have abated in the near- to medium-term.
https://seekingalpha.com/article/4111163-micron-endorsement-icon
10/2 Afrezza Gets Label Change - Is It What MannKind Wanted?
•FDA allowed update of time action of Afrezza.
•FDA allowed new titration language.
•Pregnancy language updated to meet current FDA standards.
https://seekingalpha.com/article/4111299-afrezza-gets-label-change-mannkind-wanted?auth_param=1vat:1ct723v:ad9477f1a1a5b52005e12bb6acf17cb1&uprof=51
10/1 MannKind Corporation to Hold Investor Conference Call
https://seekingalpha.com/pr/16955721-mannkind-corporation-hold-investor-conference-call
9/27 MannKind: FDA Label Decision Is Almost Here
Trent Welsh
•FDA decision scheduled for Friday.
•Short interest observations and implications.
•Cash position and possible capital raise after news hits.
https://seekingalpha.com/article/4109778-mannkind-fda-label-decision-almost#alt2
9/22 MannKind: Afrezza Scripts Rebound To Highest Level Yet Under MannKind Control
•Scripts surpass 420.
•Record NRx and refills under MannKind control.
•Record gross revenue under MannKind control.
https://seekingalpha.com/article/4108918-mannkind-afrezza-scripts-rebound-highest-level-yet-mannkind-control?auth_param=1vat:1csaucv:e951c4d5c938e1b2b5c9ca6026c0d305&uprof=51
9/14 MannKind Puts Focus On Pipeline
•The company is trying to show its pipeline is viable.
•CEO Mike Castagna has another presentation soon.
•Afrezza sales need to keep up a decent growth trend
https://seekingalpha.com/article/4106954-mannkind-puts-focus-pipeline?auth_param=1vat:1crl8qk:d0afe338e8f3463a4e34254fe77a5fd2&uprof=51
9/13 MannKind: Their Technosphere Drug Delivery System - Hope Or Hype?
•A business model creating a cost of more than 9 times the money generated with each prescription being sold.
•A constantly changing business model for how they will expand their product pipeline.
•Merely hoping a word change on a drug label will alter the inherent flaw in their product.
•Nearly out of operating funds and they pick a fight with a company with massive cash on hand and a market cap of $5.0 Billion.
https://seekingalpha.com/article/4106439-mannkind-technosphere-drug-delivery-system-hope-hype?auth_param=1vat:1crid91:f776fa780b1dc7ddf297e354fa812b62&uprof=51#alt1
9/11 MannKind Corporation's (MNKD) CEO Michael Castagna Presents at Rodman & Renshaw 19th Annual Global Investment Conference (Transcript
https://seekingalpha.com/article/4105856-mannkind-corporations-mnkd-ceo-michael-castagna-presents-rodman-and-renshaw-19th-annual?auth_param=1vat:1crdp48:b05628e79e0844c2054df072ba2a38f7&uprof=51
9/9 MannKind - Afrezza Scripts Finish August Flat
•Scripts come in a bit above 380.
•Status of Chief Medical Officer in question.
•Hurricanes and holidays take wind out of sails.
https://seekingalpha.com/article/4105530-mannkind-afrezza-scripts-finish-august-flat?auth_param=1vat:1cr7s8n:bb7b155da7654935c274a867f6cfdf15&uprof=51
9/1 MannKind: Afrezza Sales Bring In More Dollars; FDA Label Decision On Deck
•Sales of Afrezza improve slightly over last week
•FDA label could impact the stock as binary event
•Cash remains biggest overhang
https://seekingalpha.com/article/4103700-mannkind-afrezza-sales-bring-dollars-fda-label-decision-deck?auth_param=1vat:1cqjavj:8ac6f70aef9da331e495863ce3a5a127&uprof=51#alt1
8/25 MannKind - Scripts, Marketing, And Clinical Trials
•Scripts show modest week-over-week growth.
•Assessing marketing efforts is important.
•MannKind files for pediatric clinical trial
https://seekingalpha.com/article/4101971-mannkind-scripts-marketing-clinical-trials?auth_param=1vat:1cq0oh6:019f6fc064d148e2ea7a5f14447f09f4&uprof=51
8/18 MannKind - Scripts Rise, But Not Enough
•Scripts for week ending August 11 were at 370.
•Refills hit new high.
•Revenue well below company guidance.
https://seekingalpha.com/article/4100109-mannkind-still-highly-speculative#alt1
8/8 Micron Technology Is Looking Cheap
•Micron Technology is a well known player in the DRAM and NAND memory space, with strong market share. They also manufacture sensors.
•The memory semiconductor and sensors industry is set for continued strong growth.
•Micron is extremely well valued on a 2017 PE of just 7.8, and a 2018 PE of an amazing 4.8.
https://seekingalpha.com/article/4096256-micron-technology-looking-cheap?auth_param=1vat:1cojgou:d00ee339392de59d9b91955e54bb799c&uprof=51
8/8 MannKind's (MNKD) CEO Michael Castagna On Q2 2017 Results - Earnings Call Transcript
https://seekingalpha.com/article/4096149-mannkinds-mnkd-ceo-michael-castagna-q2-2017-results-earnings-call-transcript
8/7 Apple Needs Micron Technology
•Non Volatile Memory is the life blood of Apple's products. Recent problems in the memory supplier base have called into question the timing of the release of the iPhone 8.
•Erstwhile suppliers of Apple's NAND memory have problems: Apple is constantly in lawsuits with Samsung, Toshiba and Western Digital are in permanent marital squabbles, and Hynix is behind on technology.
•Bernstein's Toni Sacconaghi, Jr. thinks Apple will sell 251 million iPhones in 2018 for $176 billion. They all need a lot of NAND from reliable suppliers.
•Micron Technology has the largest percentage of its production in 3D NAND technology in which it has a cost and technology advantage given that it has the industry's most dense chip.
https://seekingalpha.com/article/4095877-apple-needs-micron-technology?auth_param=1vat:1coh1gb:6a55e8eebec873bd5fcc3232c08eae4b&uprof=51
8/7 MannKind - Afrezza Scripts Dip With Quarterly Call On Tap
•Afrezza sales dip about 3%.
•New RX seems to have a bit more traction.
•Refills and cash remain top concerns.
https://seekingalpha.com/article/4095774-mannkind-afrezza-scripts-dip#alt1
8/3 Micron: A Sudden Drop Flags Trouble
•A 13.9% drop in price flags fundamentals which are likely to take the stock substantially lower.
•The whipsaw of 2001, disastrous for long-term holders, has produced reticence preventing share price tracking revenue performance.
•The cyclicality of Micron's markets, and the company's vulnerability to market turns due to inflexible gross and net margin structure, makes this a swing trader's stock.
•Increased competition threatening Micron's market share, and possible ensuing global oversupply, are factors producing a drop-off in share price.
•Reduced-risk short entries await.
https://seekingalpha.com/article/4094250-micron-sudden-drop-flags-trouble?auth_param=1vat:1co6e8j:1354c77b20710ad5c835995854f1a7d7&uprof=51
8/1 Citi advises to buy on Micron weakness
• Citi calls Micron Technology’s (NASDAQ:MU) recent weakness a buying opportunity.
• Analyst Chris Danely says global DRAM supply model shows demand exceeding supply by 2% this year and 5% next year.
• NAND has experienced a large increase in capital expenditures on the year, which worries Citi, but only makes up about a quarter of Micron’s profits.
•Citi reiterates Buy rating with a $45 price target.
•Source: Bloomberg
•Micron shares are up 2.17%.
•Now read: Value In An Expensive Market: Micron's Cyclical Mispricing »
https://seekingalpha.com/news/3283837-citi-advises-buy-micron-weakness?uprof=51#email_link
7/31 MannKind: Afrezza Sales Spike, Giving Cautious Optimism
•Afrezza sales spike to 390 scripts
•New scripts come in over 200
•Spike could relate to Television show sponsorship
https://seekingalpha.com/article/4092682-mannkind-afrezza-sales-spike-giving-cautious-optimism?auth_param=1vat:1cnufof:7ae696fe9d2ae9987ec43ac4b4e9607c&uprof=51
Rite Aid Is Better Off Dead
•Rite Aid will be sold in pieces.
•Current management is financially motivated to sell the company.
•Expect a sale before signs of a turnaround
https://seekingalpha.com/article/4092508-rite-aid-better-dead
7/25 MannKind: Assessing The Insurance Landscape For Afrezza
•One hurdle many investors see is insurance coverage.
•Understanding if progress is made with insurance can be critical to your investment.
•2018 insurance formularies are being developed now, so investors will be able to compare.
https://seekingalpha.com/article/4090474-mannkind-assessing-insurance-landscape-afrezza?auth_param=1vat:1cnfrnm:dc586acfdafa8e5ab59e4d55e788ce23&uprof=51
7/21 MannKind: Afrezza Scripts Stable At A Bit Above 300 - Will Ads Help?
•Afrezza scripts come in at 320.
•Television ads have now run.
•Cash situation remains top priority.
https://seekingalpha.com/article/4089523-mannkind-afrezza-scripts-stable-bit-300-will-ads-help?auth_param=1vat:1cn4o6s:22679975378936d34d6c05e00c751f8a&uprof=51
7/20 MannKind - Afrezza Television Ad Debuts - What Investors Need To Know
•Afrezza commercial aired twice on premiere of Reversed.
•Television advertising is a new medium for Afrezza.
•Investors need to consider how ads might impact stock.
https://seekingalpha.com/article/4089217-mannkind-afrezza-television-ad-debuts-investors-need-know?auth_param=1vat:1cn26kb:7f4a9877cd2f86d56ec459a0f25810cb&uprof=51
7/18 Earnings Preview: Valeant Pharmaceuticals
•Valeant progressed in its turnaround by applying asset sales to lower its debt.
•Even an analyst downgrade failed to hurt VRX's stock price.
•Fair value updated.
https://seekingalpha.com/article/4088372-earnings-preview-valeant-pharmaceuticals?auth_param=1vat:1cms1gf:f61fa6db4aec9f21cf31ba4858a685c2&uprof=51
7/17 Valeant: At Worst, A Good Catalyst Play
•Valeant Pharmaceuticals expects the FDA decision for Latanoprostene Bunod in August.
•For new investors, this may be an opportunity for some quick gains.
•For old hands suffering from the stock’s two-year depressive run, these are signs of better times.
https://seekingalpha.com/article/4088234-valeant-worst-good-catalyst-play?auth_param=1vat:1cmq954:a55cc18f6c84b7733efeb41778142367&uprof=51
7/17 Mixed Feelings About The $190 Million Obagi Sale
•Valeant sold a California skin care business called Obagi.
•The market has started to take notice of the turnaround.
•What does this sale mean in the greater perspective?
https://seekingalpha.com/article/4088201-mixed-feelings-190-million-obagi-sale?auth_param=1vat:1cmq2pk:c26376544ae99b06db09b1b42fb3ca21&uprof=51#alt1
7/14 MannKind - Afrezza Scripts Remain Above 300 As Company Announces New CCO
•Afrezza Scripts remain above 300 in holiday week.
•Company announced new Chief Commercial Officer.
•Cash monitoring remains critical.
https://seekingalpha.com/article/4087825-mannkind-afrezza-scripts-remain-300-company-announces-new-cco?auth_param=1vat:1cmi50u:c6ed22e6e342d9d378073869e52b1c0a&uprof=51
7/12 Arena Announces Prospectus To Sell $150 Million In Stock
•Company will price $150 million offering.
•Underwriters can add on another $22.5 million.
•News comes after positive clinical trial results.
https://seekingalpha.com/article/4087200-arena-announces-prospectus-sell-150-million-stock?uprof=51&isDirectRoadblock=false
7/11 So Many Promises And Now We Are Seeing The Final Results
•Why due diligence is important when competing against Wall Street gurus.
•The results and trends shown in the first two quarters of 2017.
•A discussion of the dire financial situation that MannKind is facing.
•A long list of examples for promises where MannKind can't keep their story straight for the investors.
https://seekingalpha.com/article/4087084-many-promises-now-seeing-final-results?auth_param=1vat:1cmat93:d4e542caaf41bedc90696f8dd6417ead&uprof=51
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