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MannKind - Afrezza Scripts Still Low As Year-End Holidays Approach
Nov. 28, 2016 4:55 PM ET
Spencer Osborne
•Scripts for the week ending November 18th were under 300.
•Major holidays will be a drag on scripts for the remainder of 2016.
•Cash burn, Nasdaq listing, and slow sales translate to poor equity performance.
http://seekingalpha.com/article/4026777-mannkind-afrezza-scripts-still-low-year-end-holidays-approach?app=1&auth_param=1vat:1c3p9v0:a9556fbe2d898d2a0051458723c05bc3&uprof=51
MannKind's Earnings Beat Doesn't Change Much
Nov. 23, 2016 8:29 AM ET
David Butler
•MannKind Pharmaceuticals recently had some life in its stock price after reporting a surprise earnings beat.
•This 3rd quarter surprise had nothing to do with sales of Afrezza. The money came from old licensing agreements with Sanofi.
•The cash was a one-time thing, and will not help the company's progressively abysmal sales.
http://seekingalpha.com/article/4025858-mannkinds-earnings-beat-change-much?app=1&auth_param=1vat:1c3b6ei:307e913389bfcfa4d2e541c95a90441e&uprof=51
MannKind's Afrezza Sales Remain Below 300 Scripts - Can The Company Increase Sales Soon?
Nov. 21, 2016 12:54 PM ET
Spencer Osborne
•Afrezza sales for week ending 11/11 were about 290.
•Refills remain problematic.
•Projecting sales through Q2 shows that problems remain.
http://seekingalpha.com/article/4025196-mannkinds-afrezza-sales-remain-300-scripts-can-company-increase-sales-soon?app=1&auth_param=1vat:1c36d80:cc19cc5c7f2dfd994fd31546519c5e7a&uprof=51
MannKind - Afrezza Scripts Increase, Runway Extended, But Sales Will Still Be Problematic
Nov. 14, 2016 11:09 AM ET
Spencer Osborne
•Afrezza scripts sales increase to just under 300 for week ending November 4th.
•Company gets runway extended via settlement with Sanofi.
•Sales projections remain problematic, as does potential NASDAQ de-listing.
http://seekingalpha.com/article/4023137-mannkind-afrezza-scripts-increase-runway-extended-sales-will-still-problematic?app=1&auth_param=1vat:1c2jodq:2a881efeba16dead8182f523d30545a9&uprof=51
MannKind Announces Q3 Profit, Extends Financial Runway, But Still Faces Headwinds
Nov. 11, 2016 3:34 PM ET
Spencer Osborne
•MannKind announced a profit of $126.5 million thanks to a one-time event.
•Afrezza sales deliver just $573,000 in revenue for the quarter.
•The Street was expecting a loss of $0.06 (absent one-time events).
http://seekingalpha.com/article/4022680-mannkind-announces-q3-profit-extends-financial-runway-still-faces-headwinds?app=1&auth_param=1vat:1c2cas2:8c25f4c62caaa382319454a7903ef2cb&uprof=51
MannKind's (MNKD) CEO Matthew Pfeffer on Q3 2016 Results - Earnings Call Transcript
Nov. 10, 2016 12:32 AM ET
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18 comments
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About: MannKind Corporation (MNKD)
Q3 2016 Earnings Summary
http://seekingalpha.com/article/4021887-mannkinds-mnkd-ceo-matthew-pfeffer-q3-2016-results-earnings-call-transcript?li_source=LI&li_medium=liftigniter-widget
MannKind: Afrezza Sales Fizzle Going Into Quarterly Call
Nov. 4, 2016 3:45 PM ET
•Script sales for week ending October 28 were just below 260.
•New scripts seeing minimal growth as refills continue decline.
•By my estimation cash is down to just $23 million.
http://seekingalpha.com/article/4019771-mannkind-afrezza-sales-fizzle-going-quarterly-call?app=1&auth_param=1vat:1c1ppaq:0a0322de4a641f2bcf205ef82bea4682&uprof=51
MannKind's Q3 Conference Call - What Investors Should Look For
Nov. 1, 2016 1:08 PM ET
Spencer Osborne
•The call will be November 9 at 5:00 PM EST.
•Q3 2016 will be the first quarter where MannKind completely controlled marketing of Afrezza.
•Investors should look for some critical information not seen in the financials.
http://seekingalpha.com/article/4017635-mannkinds-q3-conference-call-investors-look?app=1&auth_param=1vat:1c1hj17:7f9d139e03890fd38d738b1771e5fa58&uprof=51
MannKind Stock Price Slides As Afrezza Sales Lose Traction
Oct. 28, 2016 1:27 PM ET
Spencer Osborne
•MannKind stock is below 50 cents again.
•Afrezza sales slip to levels seen three months ago.
•Cash and de-listing remain top concerns.
http://seekingalpha.com/article/4016414-mannkind-stock-price-slides-afrezza-sales-lose-traction?app=1&auth_param=1vat:1c172l2:5817e1fe7b98d97b74b39d4c72d9c814&uprof=51
*****MannKind - Afrezza Scripts Dip Again - About As Exciting As Watching Paint Dry
Oct. 21, 2016 2:11 PM ET
Spencer Osborne
•Afrezza Scripts dip back below 300 to 270.
•Script remains very flat approaching 4 months into re-launch.
•Stock is susceptible to active traders playing spikes and dips.
http://seekingalpha.com/article/4013920-mannkind-afrezza-scripts-dip-exciting-watching-paint-dry?app=1&auth_param=1vat:1c0kmjo:7d4cbd1f5f7a8f833d88e52f7ccd57b4&uprof=51
******MannKind - Afrezza Scripts Finally Pass 300 - Pace Remains Very Slow
Oct. 14, 2016 3:14 PM ET
Spencer Osborne
•Afrezza Scripts Pass 300 mark for first time since re-launch.
•Company cash remains a concern.
•18% of NASDAQ listing compliance window is now gone
http://seekingalpha.com/article/4012220-mannkind-afrezza-scripts-finally-pass-300-pace-remains-slow?app=1&auth_param=1vat:1c029sp:63c132868c245ffa82307d4e079d0002&uprof=51#alt1
*** ** MannKind Finishes Q3 With Weak Afrezza Sales
Oct. 7, 2016 12:55 PM ET
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•Sales of Afrezza never passed 300 during the quarter.
•Afrezz started q3 with 266 scripts and got to 291 over the next three months.
•First quarter of Afrezza re-launch was worst full quarter to date
http://seekingalpha.com/article/4010849-mannkind-q3-weak-afrezza-sales#alt1
***** MannKind-Afrezza Scripts Slide: What To Focus On
Sep. 30, 2016 2:31 PM ET
Spencer Osborne
•Afrezza scripts slide to less than 250.
•Re-launch of Afrezza is now 12 weeks old and not making much progress.
•Cash continues to dwindle away as sales performance underwhelms
http://seekingalpha.com/article/4009462-mannkind-afrezza-scripts-slide-investors-need-think-sooner-rather-later?app=1&auth_param=1vat:1buta3l:8464ab9ef073320f4182a286c6e2e337&uprof=51#alt3
User-Defined Scans: Results
Criteria:
0010 STOP
• For the last intraday update:
[[FAVORITES LIST IS 25] AND[30 X RSI(5) ] ]
Available Actions:
29 Sep 2016, 11:12 AM
Count: 1
Daily RSI(5,Daily Close)
MNKD
MannKind Corp.
Biotechnology
0.597
29.454
Count: 1
***** Mannkind: New Prescription Sales Create Double Digit Gains
Sep. 27, 2016 7:49 AM ET
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Trent Welsh
•Over 30% growth in new prescriptions.
•September's simple, cost-effective catalysts can spur additional new prescription growth.
•Total prescription growth and forecasts through the end of the year.
http://seekingalpha.com/article/4008630-mannkind-new-prescription-sales-create-double-digit-gains#alt3
***** MannKind: Afrezza Scripts Approach 300; Trajectory Is Still Low
Sep. 26, 2016 3:16 AM ET
Spencer Osborne
•Total scripts came in at about 300.
•The sales trajectory is more modest than needed.
•Financial and listing events weigh on the stock.
http://seekingalpha.com/article/4008360-mannkind-afrezza-scripts-approach-300-trajectory-still-low?app=1&auth_param=1vat:1buhh2l:29f01dc52471065fd33bfbd54e3c6896&uprof=51#alt1
***** MannKind Receives De-Listing Notice From NASDAQ - What Investors Need To Know
Sep. 23, 2016 8:21 AM ET
Spencer Osborne
•MannKind stock has traded below $1.00 for over 30 days.
•Likely delisting resolution is reverse split.
•MannKind investors may think that the company has more time than it does to react.
http://seekingalpha.com/article/4008047-mannkinds-delisting-notice-key-takeaways#alt1
***** MannKind - Take A Deep Breath, Afrezza Sales Numbers Are Tough To Swallow
Sep. 20, 2016 3:22 PM ET
Spencer Osborne
Summary
•Sales at two and a half months into launch are only about 260 weekly scripts.
•Last week's data included a holiday, but numbers are still unimpressive even if you consider it.
•Cash position and NASDAQ listing are major overhangs
http://seekingalpha.com/article/4007398-mannkind-take-deep-breath-afrezza-sales-numbers-tough-swallow?ifp=0&app=1
*****MannKind: My Public Response To MannKind's Chief Commercial Officer
Sep. 20, 2016 7:44 AM ET
Looking For Diogenes
Summary
•MannKind has directly challenged my opinion concerning their company.
•Based on new information I will outline my growing concern for MannKind's survival.
•My opinion is based on data and public statements related to MannKind.
http://seekingalpha.com/article/4007249-mannkind-public-response-mannkinds-chief-commercial-officer?auth_param=1vat:1bu288r:88f6c4cda3273bb3bba1a38aa5ad2106&uprof=51
*****MannKind: Investors Need To Be Realistic
Sep. 9, 2016 2:57 PM ET
Spencer Osborne
?
•Afrezza scripts for week ending September 2nd come in at about 280.
•Dynamic of new scripts and refills continues to fluctuate drastically.
•Investors with high hopes are getting a taste of more realistic expectations.
http://seekingalpha.com/article/4005275-mannkind-investors-need-realistic?auth_param=1vat:1bt61hm:4480b8bd9c7357d73518c502caf4b443&uprof=51
***** MannKind - 2 Months Into Relaunch Of Afrezza - Where Things Stand And What To Expect
Sep. 2, 2016 1:08 PM ET
Spencer Osborne
Summary
•Scripts for week ending August 26th were about 260.
•Refills and new scripts are bouncing up and down which indicates possible supply issue.
•Script sales trending in line with what I expected
http://seekingalpha.com/article/4003843-mannkind-2-months-relaunch-afrezza-things-stand-expect?auth_param=1vat:1bsjap0:9a704057fe22103cf3bcb121054bb257&uprof=51#alt1
*****Don't Buy The MannKind EpiPen Hype
Sep. 1, 2016 9:30 AM ET
Summary
•MNKD is the carcass of a failed venture with a share structure constantly being blown out and no future cash flush profit generation prospects on the horizon.
•It was recently announced they could be looking at producing a generic version of EpiPen via an inhaler, an idea we can only see as a total disaster.
•We're not buying the hype and we're certainly not buying MNKD
http://seekingalpha.com/article/4003562-buy-mannkind-epipen-hype?auth_param=1vat:1bsgbca:dc7a0eb2d088cf9cfc80abe63e9ff94c&uprof=51
*****MannKind: EpiPen Breathes New Life Into The Stock Until Sales Pick Up
Sep. 1, 2016 9:19 AM ET
Trent Welsh
Summary
•Mylan's EpiPen price hikes get blasted in the latest pharmaceutical scandal.
•MannKind has an inhalable formulation of epinephrine in its pipeline.
•A couple of reasons this is positive for MannKind going forward.
http://seekingalpha.com/article/4003555-mannkind-epipen-rescue?auth_param=1vat:1bsg8vj:3778a77cc43af31019e12ffa637f321d&uprof=51#alt2
IND
Investigational new drug Therapeutics A status assigned by the FDA to a drug before allowing its use in humans, exempting it from premarketing approval requirements so that experimental clinical trials may be conducted. See Phase 1. 2, 3 studies, Sponsorship.
Micro cap MannKind (MNKD +13.4%) tries to regain some ground after its recent sell-off on the news that it is working on a less-costly alternative to Mylan's (MYL -1.1%) EpiPen (epinephrine injection, USP). CEO Matt Pfeffer says his firm is working on an inhalable formulation of the allergic reaction medication that will be "much cheaper" than Mylan's branded product. He adds that the company has been working on the project for some time and it considers it its lead program.
MannKind expects to file an IND in early next year. It needs to do something. Inhaled insulin Afrezza has been a complete flop.
*****MannKind - Afrezza Scripts, Class Actions Suits, Nasdaq Listing, Insider Buys, Insurance Woes - What Investors Need To Keep In Mind
Aug. 30, 2016 11:19 AM ET
•Scripts.
•MannKind gets class action suit dismissed.
•Company reports issues with insurance that will impact script counts.
•Company stock trading lower than required to maintain NASDAQ requirements.
•There were insider buys of the stock during the week.
http://seekingalpha.com/article/4003058-mannkind-afrezza-scripts-class-actions-suits-nasdaq-listing-insider-buys-insurance-woes?auth_param=1vat:1bsb90n:2f4f7b13054971297a4ff1be6b952cc0&uprof=51#alt1
***** MannKind: The Curtain Has Been Drawn And The Microphone Is In Place!
Aug. 29, 2016 3:04 PM ET
•I will update the current issues facing MannKind.
•I will address the ever changing story line being shared with investors.
•I have provided a direct comparison for Sanofi's vs. MannKind's marketing efforts with Afrezz
http://seekingalpha.com/article/4002856-mannkind-curtain-drawn-microphone-place?auth_param=1vat:1bs91rb:750722a72b918ed36b61ecc0f341cf79&uprof=51
scripts for 8/19/16
NRx = 124
Refills = 130
TRx = 254
Compare to last week:
Nrx = 135
Refills = 120
Trx = 255
***** MannKind - Wins Lawsuit Dismissal And Last Week's Rx Numbers
Aug. 25, 2016 11:10 PM ET
Trent Welsh
?Following (225 followers)
•Class action suit against Mannkind and two of its executives is dismissed.
•New Rx up double digits.
•Refills and total Rx down double digits.
http://seekingalpha.com/article/4002270-mannkind-wins-lawsuit-dismissal-last-weeks-rx-numbers?auth_param=1vat:1brvcpk:e1262f59122c35632d07298958e610c7&uprof=51#alt1
***** MannKind - Afrezza Total Scripts And Refill Dip While New Scripts Rise
Aug. 22, 2016 7:32 AM ET
Spencer Osborne
•Total scripts come in at about 260, a drop of 7.6%.
•New scripts realize a gain of 15.4% to about 135.
•Refills see a 24.5% decline.
http://seekingalpha.com/article/4001211-mannkind-afrezza-total-scripts-refill-dip-new-scripts-rise?auth_param=1vat:1brloof:e66c61b3d3b211ee38b27c1aa0a49d37&uprof=51
For 8/12/16 New script data straight from CCO tweet:
Nrx = 135
Refills = 120
Trx = 255
255/8000= 3.2 % of needed to break even
Valeant: 3 Perils Of The T. Rowe Price Lawsuit
Aug. 19, 2016 10:29 AM ET
Summary
•T. Rowe Price recently sued Valeant for fictitious accounting and massive risks that led to huge losses.
•The suit could create uncertainty, cause a distraction for management or hurt potential asset sales.
•With debt/EBITDA exceeding 7x VRX is in dire straits. Avoid the stock.
http://seekingalpha.com/article/4000867-valeant-3-perils-t-rowe-price-lawsuit?auth_param=1vat:1bre5uu:03add45509a407bcde3980fea48b4bef&uprof=51
8/12/16 risingskepticism
Latest script count:
NRx = 117
Refills = 159
TRx = 276
Versus last week's:
NRx = 116
Refills = 152
TRx = 268
***** Valiant - Shorts Debunked New Price Target Of $38.59
Aug. 17, 2016 8:30 AM ET
Trent Welsh
Summary
•Valeant is likely to meet or exceed future guidance and a miss won't matter much.
•Rehashed federal investigation. Objection your Honor, speculation.
•Less risk means Valeant deserves a higher price target, how about $38.59.
http://seekingalpha.com/article/4000196-valiant-shorts-debunked-new-price-target-38_59?uprof=51&isDirectRoadblock=false
*****Mannkind - How Many Afrezza Prescriptions Are Needed To Break Even?
Aug. 15, 2016 8:21 AM ET
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Trent Welsh
Summary
•How many Afrezza weekly prescriptions are needed to get close to breaking even?
•Afrezza sales projections in 5%, 10%, 15%, and 20% scenarios over the rest of the year.
•Upcoming sales milestones and goals.
http://seekingalpha.com/article/3999534-mannkind-sales-scenarios-end-year-way-breaking-even#alt1
****** MannKind - Afrezza Sales Still Pacing Well Below What Is Needed To Impress The Street
Aug. 15, 2016 7:52 AM ET
Spencer Osborne
Summary
•Afrezza sales came in at about 280.
•Afrezza is pacing along my middle model for expectations.
•MannKind needs to see a big boost to drive equity appreciation.
http://seekingalpha.com/article/3999535-mannkind-afrezza-sales-still-pacing-well-needed-impress-street?auth_param=1vat:1br3baa:0a0ca6a5be39b08eb4dcafef7832b5ea&uprof=51
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