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He stopped the momentum for two days but we are right back near the highs. BTIG buy at $8 target price, Oppenheimer at $7 and great news out of UTHR today.
MNKD reports tomorrow morning and we could see $10 by end of quarter.
Glad to see some of the old timers hung on, but many moved on. Where is Aloha and then the haters also were abundant.
AH news and movement, so could get even more exciting going into next year. Most of my predictions were just a little early. By about 2-3 years.
Godspeed and Merry Xmas.
Love the chart as we bottomed, consolidated and now accumulation is underway along with a possible short squeeze.
3 great presentations by the CEO at various investor events over the last month. Partnership with ABBV for Endometriosis testing ($1.2B-$4B market) along with OVA1 tests back at pre-Covid levels, more insurers coming on board like Anthem who controls 21 BC/BS throughout the US.
Making great strides on replacing CA-125 with OVA1 as the SOC which would result in $1B in annual sales.
By 2023 you could be looking at a multi-billion annual revenue stream for AWH.
10 million shares short and float is very small as most shares tied up with insiders and other investors who aren't selling. Going to be a fun run into year end and then the smoke show begins in 2021.
New 52 week highs coming around the corner.
Yea that's what caused the big pop in price and volume surge. Unfortunately, we didn't hold the gains this week and we will see what comes of an actual deal?
Deal with MYOV and ABBV forthcoming for Endometriosis. MYOV spoke about it today on a call with their new drug. We also know CEO of AWH has stated they are in talks with ABBV for the same test. Might explain the volume and price action today? Good time to buy in before this one moon shots. JMO
Very excited about the upcoming week and earnings conference call.
We are finally the SOC for Ovarian Cancer Testing and growth has now take off with numbers exceeding 50% quarter over quarter. If Covid-19 didn't hit this stock would already be at $10 a share as testing slowed down, but is starting to regain momentum. 2nd half will be phenomenal.
We will hear about new branding and overall company strategy and a lot more like the following updates:
We could/should hear about new insurance coverage which is key as we added Cigna and Medicare in the 1st quarter opening us up to 160 million possible patients. More insurers to follow.
We could/should hear about new networks of clinics with vast #'s of physicians now using OVA1 for all their Ovarian cancer testing.
We could/should get an update on other partnerships along with Endometriosis progess with possible BP partner.
The sky is the limit and so is the stock price.
AWH have several key catalysts that will drive this stock to new 52 week highs and they should be all around upcoming earnings call in early-mid August.
1.) Announcement of a major doctor network (up to 3500) that will be utilizing OVA1 in their practices and as the SOC for testing Ovarian cancer.
2.) Announcement of a partnership with a major player (possibly Abbvie) for endometriosis test and other collaborations.
3,) Earnings call with forward guidance showing substantial growth.
Big accumulation of stock over last several months and now a nice consolidation pattern in that $3.75-$4.50 range. We should break out shortly (next two weeks) and obviously any of the above news events will be a catalyst to take us to new highs.
This company will be bought out by Quest Diagnostics, Roche or some other large entity in the healthcare space now that insurance is in place.
Looking good and I do think TreT is the short term golden goose, but Afrezza data will eventually catch on in the market. It probably will never become the SOC, but even garnering 1% of the market would be huge. Its a tool in a diabetics bag to help with time in range and lowering your H1AC levels, while being Ultra Rapid Acting Insulin with the fastest acting response to lowering glucose levels.
Between the $12.5M from UTHR, another $12.5M coming in Q4 and $11M from the exercising of warrants we are good for the next 12 months at a minimum with an additional $36M in cash. Also we have drastically reduced burn rate from $22M a quarter to $11M per quarter.
We get the 2nd compound Mike keeps alluding too and we are in awesome shape moving forward. I think $3 this year is a given and we might even see a $4-$5 number by year end. Not to mention short interest has declined from 47M shares to 30M, so shorts are getting out. I was hoping for an eventual short squeeze and a second compound announcement would achieve this objective. Disappointed that we are letting the shorts out to easily, but at least they are backing out. Dilution is not in the cards right now and if we hit $4-$5 I'd be fine with 10M shares raising another $40-$50 million.
They are letting them in the club! George Carlin use to say "its one big club and you & I aren't in it." Well with Cigna, FL St Medicare and now Russell 3000 membership we are on our way. Nice to belong.
Any product in the healthcare sector can only be successful if the big boys let them in and the way they keep you out is thru not approving insurance coverage. We have finally overcome that hurdle and I've followed this stock since the approval of OVA1. I lost a good chunk of change on these type of stocks because they weren't allowed a seat at the table.
VRML now has a legitimate seat at the table and since they have a better product there is no reason for doctors or insurers not to utilize OVA1. Coupled with their other solutions and this stock really has unlimited growth potential. IMO selling the place for $10 (a billion market cap) to a bigger player would make sense, though the company could easily be worth billions of dollars down the road.
Well a good week and MNKD talking about huge royalties tied to TreT at the Annual Shareholder Meeting on Thursday along with some big meetings this week with UTHR. Just like to get another compound and an Afrezza partner. Well still alive and kicking. Like to see some follow thru this week.
All the rage is the CGM devices and being able to ensure TIR. A1C levels are important, but not as key as Time in Range. You are even seeing non-diabetic athletes and health fitness people monitoring their glucose levels. Nothing can get your Blood Glucose levels down as easy, fast and effectively as AFREZZA.
To me this information is now leaking out and starting to spread like wildfire. Dexcom and all the CGM players are touting TIR and the medical field is also grasping the criticality of TIR.
We are close to hitting pay dirt with AFREZZA.
Claytrader is usually the kiss of death. He's like the omen for shorts to go hard. I do like this chart though. Shorts did give it a try today, but failed. 50% is a good number for Bulls.
https://www.algowins.com/?wdt_column_filter%5B1%5D=MNKD
Where's SidVicious?
Where's SidVicious?
You could see this one a mile away. We had big volume last week and the only reason we didn't close higher was the Jan Leap options had to expire first. Once those were done we now can start the run up and to think this is on no news. Once we get news the squeeze will begin.
Still think something to this Hooper appointment and we should hear more about pediatric, other molecule partners and international. We are finally on the way.
Big week coming up and I think we run up right into earnings. Love the Hooper appointment and a lot of great events along with momentum going on with MNKD.
Volume shows accumulation underway and good chance we hit $2 before earnings. Volume always proceeds price.
So Anthony Hooper joins both BeiGene & MNKD boards at the same time. Coincidental or more to come? By the way Hooper was also part of AMGN ventures in the past! Interesting as stock and volume in MNKD started to move up right after Hooper officially joined MNKD's board.
Jan 2, 2020
Amgen Completes Purchase of Approximately $2.8 Billion of BeiGene Shares
Anthony C. Hooper, Former Executive Vice President of Global Commercial Operations at Amgen, Joins BeiGene Board of Directors
Anthony Hooper is now on MNKD's board! It tells me a partnership or some relationship is a real possibility. Anthony Hooper has also sat on other boards where AMGN invested or bought. I'd say that Anthony though no longer with AMGN is still a sniper out there looking for the next target. Why did AMGN put Anthony on the board of BeiGene immediately upon investing in that company? He is still consulting with AMGN.
Volume was very strong the last week and we held $1.50. Options did need to expire and I think we have some good times ahead. $2 is next and I think some substantial news is forthcoming. Hold on you might see a gap up on Tuesday right after MLK day.
They are shorting the crap out of MNKD, but we keep climbing. 59% of all trades were short and we still went up almost 10% https://www.algowins.com/?wdt_column_filter%5B1%5D=MNKD
Volume is incredible the last 3 days. $1.60 has a bit of a wall because there are warrants at that level though the number is quite small. Once we break thru this ceiling we could be looking at $2 by end of week.
Mike at JPM conference and UTHR along with many companies. Thinking we get news out of UTHR presentation which is at 4:30 est on Tuesday. Possbile AH's news!
Shorts will have to cover with just one substantial PR.
Mike was on a panel and a meeting with Locust Walk & numerous companies this weekend. Still think the next partnership will be announced shortly. Remember MNKD hired Locust Walk to pull together some partnerships and that was a year ago.
Mike also mentioned he was headed to JPM Healthcare Conference in SF on Monday. 450 companies are at this event. Even though MNKD isn't presenting Mike indicated he was going to be very busy at this event. DXCM, UTHR, AMGN and many companies are presenting that could mention MNKD or indicate their desire to move into various areas where MNKD has the technology. I feel confident we see another PR this week.
Interesting times for us shareholders as we surely have waited long enough. Lets go Mike and get this company & stock price moving forward and up.
Well Happy Thanksgiving to the board and your love ones.
Its surely been a nightmare since earnings were released and I actually thought the call was good with some nice tidbits thrown in there about the future prospects. Obviously, MNKD wanting those $1.60 warrants to expire on 12/27, so we have another month of little movement though I do think we could start to see some accumulation as the month of December gets further out. My thoughts are we start to see some upward movement by the second week of December, if all the events that are out there become more apparent in the New Year.
Well I'm very disappointed in the stock, but still believe in Afrezza and the company. Management that's a different story and its time to put up or move on with a new team. Scrips are trending nicely and insurance coverage has increased based on what I've been able to ascertain from some actual users of Afrezza mentioning it on various social media sites.
Once again enjoy the Holidays and yes we are in better shape on all fronts going into the New Year.
Big day on Wednesday as UTHR announces pre-market and we should hear about TreT and possible other molecule with MNKD. Mike C shows little transparency, so we have to wait and hear from their partners to get any news these days. Still a big believer in Afrezza and Technosphere, while management that's an entirely different story.
I see Dahl the crook still peddling his BS WellMetrix story. That's when I stopped buying and sold half my position. If this wasn't such a shit ass little company the SEC would be all over them. WellMetrix owned by Dahl sold to Hepi. What a joke.
We like the Jefferson's "we are moving on up!" Scrips finally popping and so much good news on the horizon that should be announced this qtr. Epi and another molecule with UTHR.
If anyone didn't see yesterday's presentation at the Cantor Healthcare Conf I would recommend you watch it. Gives you a good update on MNKD. Testimonials keep popping as well.
Scrips at $1.4M a week. We will be cash flow positive before the year is out and remember we have $2B in carry forward losses to offset any taxable gains in the future.
Have a good weekend up 13% today. $1.40 holds we might break towards $2 this month.
US Professional Healthcare website updated on 9/11/19 lists Afrezza as Ultra Fast Acting Insulin. This website is also pretty solid right now. Check out that first paragraph. Just a matter of time naysayers and believers.
https://www.afrezza.com/hcp
NDA has already been filed by UTHR for TreT. Plus UTHR has the current TreT installed customer base. Who is in the lead is the real question? UTHR is stating an increase from $400m a year to $1B a year. We get 14% royalties and that's $140M a year.
So wrong as LQDA stock has dropped from $45 to $4 and a lot of issues with their product. Far from being over and UTHR is tied at the hip with MNKD on TrepT, so its far from not going to succeed. Also a second molecule will be announced with UTHR, so extremely doubtful we are being sent to the woodshed. I guess we can wait and see who is right?
You are wrong. By the way scrips will start to climb now that summer is over and testimonials with social media really picking up. Read entire article!!!! Go past the first section and gap.
www.finance.yahoo.com/news/united-therapeutics-trevyent-nda-pah-152503054.html
Hope you guys and gals followed my advice. We are just getting started. Almost 3X the normal volume.
Medical complex is made up of many corrupt criminals as healthcare has gone from 3% of GDP to 20% of GDP. They want you sick as its big money. Its one of the reasons they want Afrezza to fail and will stop at nothing to beat it down.
MNKD is ready to run and like so many things in life its all about timing. There have been some nice runs in this stock over the years. Oct 2017 in less then a month went from $1-$7. Right before approval a nice run from $4 - $12.
Well that next run is on the way and I think we could see $5. Not unrealistically with the massive short position and we have had a nice move over the last week+ with good volume. Time to get on board as we are starting to break out. Scrips will come its just a long road based upon testimonies and digital marketing.
Well we actually are having a sign of life. I'm very optimistic and unfortunately very tired of waiting for a pulse from this stock. Good volume both up days.
H.C. Wainwright conference on Monday hopefully Mike can give us more information on product road map, TrepT, RSL, Pediatrics, International, and many other possible events could be updated.
Well enjoy the weekend and scrips looked good today, so pretty positive week for MNKD.
Big news a coming just waiting on those warrants to expire on the 9th. All good don't worry about the noise. India and International will come, but focus is still in US. Commercials take time and I've been saying not until the summer. All good and shelf offering makes a lot of sense. You always need available shares.
Yeah tough with 6 weeks because it takes that long to get an appointment and I'm still thinking more like early summer before we can get a good move. It would be nice to be surprised tomorrow. All good as we consolidate in this range before next move up. You are seeing good accumulation going on right now.
Yeah shorts aren't going to go away that easily though we almost had the golden cross with the 50 and 200DMA.
Notice all the volume comes in on the bullish moves and its a slow bleed on the downside. Market very weak the last two days, so it didn't help as well.
We will see a new 52 week high ($3.04) before you know it. Enjoy the ride.
They need a Harvard business review case study written on this one. It can be an example of how to stay in business forever by diluting your shareholders into the abyss.
I do give Dahl credit for somehow getting his $250K a year salary, throwing his Wellmetris patent crap against the wall every so often and leveraging his algae compound into more treatments/cures then one can conjure up.
Bovine with Zoetis was one of my favorites. He should have done a Farm aide concert to save the cows. All I ask is "where's the beef?"
The guy is a used car salesman.
UTHR CEO today at Oppenheimer's conference talking about his product pipeline. As we all know UTHR is a $5B market cap company and partnering with MNKD for other drugs.
The CEO just spoke about their Hypertension drug and how MNKD's technosphere device will replace all nebulizers currently in use with this drug. Stated 100% replacement with technosphere. This is a huge development and validates the technology for other compounds as well.
Worth listening to the presentation as its only 1/2 hour and the last 10 minutes are key. You can go to UTHR's website and investors relation page to get a playback.
They still owe us $45 million and royalties could be over $100M a year once it gets out in the market.
I still feel MNKD can easily do $100 million in revenue this year and I've stated why in my previous posts. The sky is the limit and these prices aren't going to last much longer. I still think double digits by years end.