Post by otherottawaguy on Oct 7, 2013 12:15:07 GMT -5
Not sure if anyone else came across this, but it was out on Friday
5 Loughts On Thongs...I Mean...No, That's Right 12 comments
Oct 4, 2013 8:26 AM | about stocks: GTXI, MNKD, IMUC, HYGS, WSR $MNKD #EnthusiasticCFO #goodnewsisgoodnews
Sticking with the conservative CFOs theme - MannKind CFO Matthew Pfeffer bothered me a little with his tone in the past. Specifically there were several times during conference calls and presentations in the past year where he seemed to make a point to distance himself from the party line, like saying "I am not part of the claims being made here, I'm just a finance guy" without saying it. I don't think he did not believe in Afrezza, I think he's just conservative.
But his tone and words were completely different at the Morgan Stanley Healthcare Conference several weeks ago. He spoke like a man that is confident of good things to come, and I doubt it's because he's a riverboat gambler now. He's at the center of partner talks, and it seems to me he likes what he sees. If MannKind does indeed partner up soon we can look back at Mr. Pfeffer's bullish turn as a tip-off.
How to play it? If MNKD's upside does indeed play out the best way to play it in retrospect will have been options, but I say stick to the common stock. There's 3 big possible catalysts in my opinion: a possible partner before FDA, an FDA approval, and a label recommending for use in type 2s. I really can't decide which would be the biggest and I don't know the exact timing, even if everything played out bullishly.
OOG
5 Loughts On Thongs...I Mean...No, That's Right 12 comments
Oct 4, 2013 8:26 AM | about stocks: GTXI, MNKD, IMUC, HYGS, WSR $MNKD #EnthusiasticCFO #goodnewsisgoodnews
Sticking with the conservative CFOs theme - MannKind CFO Matthew Pfeffer bothered me a little with his tone in the past. Specifically there were several times during conference calls and presentations in the past year where he seemed to make a point to distance himself from the party line, like saying "I am not part of the claims being made here, I'm just a finance guy" without saying it. I don't think he did not believe in Afrezza, I think he's just conservative.
But his tone and words were completely different at the Morgan Stanley Healthcare Conference several weeks ago. He spoke like a man that is confident of good things to come, and I doubt it's because he's a riverboat gambler now. He's at the center of partner talks, and it seems to me he likes what he sees. If MannKind does indeed partner up soon we can look back at Mr. Pfeffer's bullish turn as a tip-off.
How to play it? If MNKD's upside does indeed play out the best way to play it in retrospect will have been options, but I say stick to the common stock. There's 3 big possible catalysts in my opinion: a possible partner before FDA, an FDA approval, and a label recommending for use in type 2s. I really can't decide which would be the biggest and I don't know the exact timing, even if everything played out bullishly.
OOG