Welcome To The Mannkind HUB On AGORACOM

Edit this title from the Fast Facts Section

Free
Message: Re: Updated Share Price Model

opc
Jan 03, 2013 06:01PM

opc
Jan 03, 2013 06:32PM
1
Jan 03, 2013 10:15PM

opc
Jan 04, 2013 12:51AM
3
Jan 12, 2013 08:41PM

opc
Jan 16, 2013 04:54PM
1
Jan 16, 2013 05:06PM

Jan 16, 2013 06:19PM
5
Jan 16, 2013 08:30PM

Jan 16, 2013 08:39PM

Jan 16, 2013 09:13PM

opc
Jan 16, 2013 10:57PM
1
opc
Jan 17, 2013 12:02PM

Deez:

My senarios are based upon a timeline 10 years from the date that we go into comercialization of the product and all have some very loosie-goosie assumptions as to market share penetration and are based upon 550M shares out (but could be ammended to 412M) and a P/E of the sector being set at 16X earnings.

Another member here suggested that it does not have any risk built into the numbers which is correct. Guess that I could go back and build a decision tree back into it to cover a spectrum of possible market penetrations and possible partnership permutations and come up with a number that I think would still be somewhat of a guess.

As to what the price will be the day before the FDA decsion I would be tempted to go back to what it was and what the share count was before the last FDA decison as previously suggested by another member or two.

Think the numbers bantied about here have been in the range of $10p/s and 100M shares or a market cap of 1B with an idea of approval being confirmed by our FDA insider. So my thinking has us now at at 412M at $2.60p/s (not all shares are out there yet) or a market cap of 1.07B. We look like we have (or at least will have) the funds to complete the process, and the process looks to be steering towards Approval. All in all it sounds like we are in pretty much the same boat as we were last time around so I would be willing to think $3-4 range before.

As to what the price will be after, I like to use the analogy of the shorts doing a "Clown car dismount", which I believe will have the capacity to push this to the $6-10 as this thing shakes out.

After year 1 my models show a min price tag of $3 per share based upon the previously stated assumptions (market, p/e, share count) but I think this to be rather low and am personally excepcting this to remain in the double digits going forward in FY2 and beyond.

At year 5 if my numbers ring true for NA,NA+EU, or World senarios we could see these in the range of $35, $70 or $150 per share.

I may take 25% off the table if we see a run to $6 prior to decision and will look at another 25% possibly if we hit the double digits but when I look at the possible FY5 numbers I might just stay the course.

Hope to see all the longs at the post decison gathering. Never been to Vegas, can someone suggest a hotel?

OOG


Jan 17, 2013 01:10PM
1
Jan 17, 2013 01:14PM

opc
Jan 17, 2013 02:08PM

opc
Jan 17, 2013 05:50PM
1
Jan 17, 2013 08:23PM

opc
Jan 17, 2013 08:24PM

opc
Jan 17, 2013 08:26PM

Jan 17, 2013 08:43PM

opc
Jan 18, 2013 12:38AM

opc
Jan 18, 2013 12:40AM

Jan 18, 2013 01:41PM

opc
Jan 18, 2013 01:52PM

Jan 18, 2013 02:27PM
1
Jan 18, 2013 02:29PM
2
Jan 18, 2013 02:58PM
1
opc
Jan 18, 2013 03:05PM

Jan 18, 2013 05:51PM

Jan 18, 2013 06:08PM

Jan 18, 2013 06:26PM

Jan 18, 2013 06:36PM
1
Jan 18, 2013 07:34PM

opc
Jan 18, 2013 08:49PM

opc
Jan 18, 2013 08:52PM

Jan 18, 2013 09:04PM
1
Jan 21, 2013 04:05PM
1
opc
Jan 22, 2013 05:31PM

opc
Jan 23, 2013 06:57AM

Jan 23, 2013 10:22AM

Jan 23, 2013 10:22AM
4
Jan 28, 2013 11:52AM

opc
Jan 28, 2013 03:02PM
6
Feb 09, 2013 04:44PM
1
Feb 09, 2013 08:48PM

Feb 10, 2013 11:24AM
1
Feb 10, 2013 11:58AM
2
Feb 10, 2013 02:40PM

Feb 10, 2013 06:43PM

Feb 10, 2013 06:50PM
1
Feb 10, 2013 08:21PM

Feb 10, 2013 08:43PM
1
Feb 10, 2013 10:18PM

Feb 10, 2013 11:14PM
1
Feb 11, 2013 09:37AM
3
Feb 16, 2013 08:49PM
1
Feb 16, 2013 10:23PM
2
Feb 16, 2013 10:41PM
2
Feb 17, 2013 06:36AM
2
Feb 17, 2013 12:59PM
2
Feb 19, 2013 06:56PM
2
Feb 19, 2013 07:53PM
3
Feb 19, 2013 08:24PM
1
Feb 19, 2013 09:26PM
Share
New Message
Please login to post a reply