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Post by dg1111 on Jun 30, 2015 15:24:37 GMT -5
What I struggle to comprehend is this. Afrezza is a medicine that has a very real possibility to improve the quality of life for many people. Why would someone make it their goal to see that drug fail? There must be plenty of other companies to play the short/manipulate game with that won't help people live a better life.
I do not have the level of investing knowledge that many on this board have. For that reason, most of my portfolio is in mutual funds or large, established companies. The opportunity to invest in a company that can help many people makes me a little more willing to take a risk and invest in MNKD.
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Post by peppy on Jun 30, 2015 16:15:25 GMT -5
Adam Feuerstein has been writing for the Street.com since 2001 and is marketed as their Senior Columnist although he has never attended journalism school nor does he have any formal education in Journalism. In fact, he has NO formal science background either (he was a political science major at Emory University) and thus his credibility and objectivity as a biotech journalist must be questioned. www.exposeadam.com/ ------------------------------------------------------------------------------------------------------------------------------------------------ he has NO formal science background And he covers pharmaceuticals for the street? (He was smart enough to get the position) (He feels free to call other people idiots as per the tweet.) ------------------------------------------------------------------------------------------------------------------------------------------------ I see he was writing for the street during the banking collapse 2007, 2008. I remember Cramer's vein sticking out of his neck as he screamed, "they know nothing."
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Post by jimbering on Jun 30, 2015 17:32:41 GMT -5
What I struggle to comprehend is this. Afrezza is a medicine that has a very real possibility to improve the quality of life for many people. Why would someone make it their goal to see that drug fail? There must be plenty of other companies to play the short/manipulate game with that won't help people live a better life. I do not have the level of investing knowledge that many on this board have. For that reason, most of my portfolio is in mutual funds or large, established companies. The opportunity to invest in a company that can help many people makes me a little more willing to take a risk and invest in MNKD. Well there can be many reasons AF does what he does but I personally think that AF is a psychopath. Yeah, I know that sounds strong but there are many people in this world that are just that. They simply do not have remorse and only care about themselves. The number of such people is difficult to estimate. Some say as high a 3% of the population which I think (hope) is too high. Still it is high number and finance is the perfect venue for them. You see, he doesn't care about the good the drug will do. That doesn't enter into it. It is all about how he can make money out of the situation. He has found a way although I am not sure what that is. He may be taking money from hedge funds as some claim or shorting on the sly. I don't know. I do know that psychopaths like AF do not do things unless they benefit themselves. He considers those that complain about his tactics...well idiots. Everyone is there for him to manipulate and use. If you go to YMB you will see other people with this disorder (although they don't see it as a disorder.) It is unfortunately more common than we would like to admit. You have no doubt met such a person although it is difficult to tell. They are very good at disguising their disorder because they know what normal people expect. They pretend to love and care but do not and can not. Unfortunately they find a home in finance and AF is one of them. You should take anything he writes in that light, that is dismiss it.
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Post by mbseeking on Jun 30, 2015 20:14:22 GMT -5
Honestly with Motley Fool earlier in the week and now A.F. it just makes me more inclined to hold and buy MNKD. Now that in itself may be dangerous and need to be managed.. but clearly the team on the short side is getting nervous with DTC here. I've also removed all my stop loss orders , including hidden stops , for I'm sure there will be a few more flash crashes this next few weeks. These too fabricated by the shorts so they can cover cheaper.
My basic thesis on Afrezza / MNKD are the following scenario probabilities Complete Fail : 5%, Niche Product: 20% , Significantly better than Niche (2-3M users) :40% Blockbuster (>5M users) 35%. As new data comes in I add/subtract from these probabilities.
Right now the weekly scripts (with all their uncertainties , including that Symphony & IMS are owned by hedge companies and potentially biased data) are the key indicator, and obviously more so with DTC imminent. For the Compete Fail fail we need to watch SNY. I still fret a little with the change in CEO (old one made Afrezza decision, new one may not like it and came from Pfizer/ Exubera; which could turn out to be good). As of now they seem to be doing all the right things - though a I think they should have come out of the gate with TV.
These articles from MF/ AF simply tell me that the shorts - who are simply betting on a Complete Fail -and likely funding these negative reports see that slipping away.. and hence my other scenarios are more likely. (What credible writer would put the words Al Mann and peanut gallery in the same sentence?) All that said, the shorts have been quiet this past 3 weeks. If this A.F. article turns out to herald a short attack then we can continue to re-assess the odds of his connection to them. The fact that he took the time to compile the data for the graph in his article today, or was given it, is suggestive, and also that he does not mention that Exubera had DTC from the get go , so comparing with Afrezza now is not analogous)
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