$MNKD The first $200,000,000 of PROFIT that Mannkind makes from its scPharma division ... will be tax-free!
🤑
@DRFSR So they got that goin' for it, which is nice.
💲 $SCPH 👍 $SPY 💲
$SCPH anyone tracking SCPH product sales at $MNKD? Are they going to have to pay us the additional $0.25/share?
SCPH product sales need to exceed $120MM in 2026 to trigger the additional payment.
Another takeaway from $SCPH & a few others in the past year for that matter $DAWN $APLS $SLNO
Forced selling taking place before buyout on the cheap (need an artificially high premium) $XBI
$MNKD (NP)
Furoscix autoinjector approved (snagged from $SCPH on cheap buyout, final trade chart from that one below)
Set price alerts at $3.50 in case it pulls back (should see nice multi-year revenue ramp & perhaps additional tech partnerships, not only with $UTHR)
Nintedanib in IPF not be overlooked either IMO
$RCEL I sincerely believe this is a takeover target, similar to how $SCPH was a takeover target last year.
They are burning cash, but also starting to show meaningful signs of growth, in my opinion.
I can see this going to $10+ if earnings are excellent, and I believe a $600M valuation is not crazy if all goes amazingly well.
Having said that, I anticipate that they will raise capital shortly after Q2 ER next month, so I understand that can influence the valuation if dilution is involved, which seems like a reasonable (and arguably likely) possibility based on management's language after the Q1 ER.
If they don't raise cash shortly after, perhaps they are open to a sale of the company.
I would love to see $20 per share by end of this year.
This is purely speculation on my part, though. Always do your own research and due diligence. Please fact check my post in case I got anything wrong.
$MNKD Mannkind acquiring SCPharma $SCPH and folding it in as a division of Mannkind, and operating as is, allows Mannkind to use SCPharma's ~$200,000,000 in capital loss carryforewards against coming Earnings/Profits as offsets to negate what would have been tax burdens.
Huge! Benefit! Huge!
