Apr. 7 at 8:12 PM
$MNKD The only ways that this company survives is if there is a BP pharma deal tied to peds and it is announced upon approval, or if there is a deal for 201 or 1501 that puts
$100M or so upfront into MNKD's coffers. The plan that Mannkind leadership has laid out is absolutely moronic and the market is in no way buying it. They need
$UTHR or BI or
$LLY to back any launch, at this point, or they are just flushing the little remaining cash down the drain. The idea that furoscix is going to meaningfully contribute to the bottom line is foolish, anyone who can read a 10K and discern the landscape can glean that it will be a wash. Peds will bring in
$15-20M in a year, and could SLOWLY grow from there, but its not going to be doing the hundreds of mil per year, that they are projecting. Hopefully, a BP is in the wings, and picks up Afrezza, and we are getting a 50% cut of over
$1B by next year on it. What they are putting forth, ostensibly, is a joke, and cannot be the real plan.
