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Post by avogadro on Sept 2, 2015 13:27:45 GMT -5
This may have been asked before, if so my apologies. I have faith in the future of Afrezza but not in MNKD. The reason is the very poor management and the massive short position inviting fraudulent manipulation of the stock and untruthful commentary. I am therefore considering sale of all MNKD and replacement with SNY. I realize that the percent gain with SNY is less than with MNKD, but SNY does indeed get 70% of profits and they will know what to do with the money once earned. In short, I think that MNKD can go BK even if Afrezza succeeds and am willing to take a smaller return with SNY. Comments?
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Post by newmnkdinvestor on Sept 2, 2015 13:44:43 GMT -5
Two sides to every trade. I think if you take a look at the web address it might be common sense which side most of us are on.
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Post by nylefty on Sept 2, 2015 14:14:51 GMT -5
I think that MNKD can go BK even if Afrezza succeeds and am willing to take a smaller return with SNY. Comments? Afrezza will succeed but Mannkind will go bankrupt? Makes no sense to me.
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Post by mssciguy on Sept 2, 2015 14:28:18 GMT -5
3 big pharmas tried this inhaled insulin approach and failed, many many billions of dollars lost. Sanofi is playing this smart, fourth time will be charm... (forget all that "third time is charm" bs)
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Post by peppy on Sept 2, 2015 14:42:43 GMT -5
I am therefore considering sale of all MNKD and replacement with SNY. In short, I think that MNKD can go BK even if Afrezza succeeds and am willing to take a smaller return with SNY. Comments? when I read this I thought, "he wants to sit down and rotate." I am bad.
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Post by mssciguy on Sept 2, 2015 14:55:54 GMT -5
I am therefore considering sale of all MNKD and replacement with SNY. In short, I think that MNKD can go BK even if Afrezza succeeds and am willing to take a smaller return with SNY. Comments? when I read this I thought, "he wants to sit down and rotate." I am bad.
avogadro peppy avogadro needs to contemplate his navel and also how much guacamole we can get from a mole of avocados, and where will we get enough tortilla chips to accompany it? Seriously, the FDA has been around for about 100 years (+/-) and they're not getting any smarter, this kind of space is not for lightweights.
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Post by gomnkd on Sept 2, 2015 15:19:28 GMT -5
This may have been asked before, if so my apologies. I have faith in the future of Afrezza but not in MNKD. The reason is the very poor management and the massive short position inviting fraudulent manipulation of the stock and untruthful commentary. I am therefore considering sale of all MNKD and replacement with SNY. I realize that the percent gain with SNY is less than with MNKD, but SNY does indeed get 70% of profits and they will know what to do with the money once earned. In short, I think that MNKD can go BK even if Afrezza succeeds and am willing to take a smaller return with SNY. Comments? Let us assume what you say becomes a reality. Assuming Afrezza will generate $5 billion sales in 6 years, SNY meanwhile might have $60 billion annual sales. Afrezza's portion is less than 10% of SNY sales. What impact would Afrezza have on SNY's stock? Not much. You are better off owning a biotech ETF. Given MNKD mgmt's spending with gay abandon, reliance on constant convertible issuance, no pipeline & low scripts, the stock will get continually pressured. The end game surely is MNKD selling Afrezza to SNY. It is hard to predict if that sales will happen in Ch 11 (20% prob in my estimate). We might also see a sales in favorable terms with scripts skyrocketing (25% prob). IMHO the market is still pricing in a big sales take off within a year. if that doesn't materialize, stock will crash. Once it happens, mnkd options are very limited. SNY can take over, payoff debt and give mnkd longs a contingent value right. CVR will be based on Afrezza sales. SNY is very smart, look at Genzyme rights (GCVRZ) , the right holders will make it big if Lemtrada sales reach milestone. So far GCVRZ holders are getting screwed.
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Post by hankscorpio7 on Sept 2, 2015 16:08:57 GMT -5
Given MNKD mgmt's spending with gay abandon, reliance on constant convertible issuance, no pipeline & low scripts, the stock will get continually pressured. The end game surely is MNKD selling Afrezza to SNY. Spending with gay abandon? No pipeline? Aren't you a little lost? There are boards that are more welcoming to bashers. No, this is the right board. Valid points. Bashers wouldn't give 25% chance of favorable sale. Dispute ideas, no need to label- that is another board. Super point that even at this level, pps is baking in a substantial jump in scripts- many novice investors will forget that with how low pps is right now. SNY or Mnkd? Would you go to the Kentucky Derby and not place a bet? If the money you have in MNKD will be needed in next few years, buy SNY. If you can forget about ever having that money- stay with MNKD.
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Post by Deleted on Sept 2, 2015 16:32:05 GMT -5
I recommend selling MannKind and going elsewhere. Alfred Mann spent 10 years and a $billion to achieve FDA approval; if you believe he will not lend a few more $million to get through this transition period, you are delusional.
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Post by mssciguy on Sept 2, 2015 17:06:02 GMT -5
I recommend selling MannKind and going elsewhere. Alfred Mann spent 10 years and a $billion to achieve FDA approval; if you believe he will not lend a few more $million to get through this transition period, you are delusional. avogadro --- @kastanes speaks the the truth... if Wall Street corruption has you down, don't put any more money here. All of the media outlets will constantly badger you, "the Dow industrials is up (or down) it was a great day for ...." or whatever.... freaking Casino psychology. I am in this stock very big and have seen the value go up 100% and down 50% but it's just waves on the beach...
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Post by newmnkdinvestor on Sept 2, 2015 17:26:44 GMT -5
This is thread is like when you try to pull the "Its not you its me routine"
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Post by mnholdem on Sept 2, 2015 17:27:18 GMT -5
Corporate can go to the Bank of Al if needed. I believe Pfeffer stated as much recently.
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Post by Deleted on Sept 2, 2015 17:31:59 GMT -5
Usual suspects here demonstrating the handbook to the T. When all else fails, the last line of defense is that "substantial scripts are already baked in". Hogwash. This is currently priced as a Niche drug.
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Post by mannmade on Sept 2, 2015 17:51:45 GMT -5
This may have been asked before, if so my apologies. I have faith in the future of Afrezza but not in MNKD. The reason is the very poor management and the massive short position inviting fraudulent manipulation of the stock and untruthful commentary. I am therefore considering sale of all MNKD and replacement with SNY. I realize that the percent gain with SNY is less than with MNKD, but SNY does indeed get 70% of profits and they will know what to do with the money once earned. In short, I think that MNKD can go BK even if Afrezza succeeds and am willing to take a smaller return with SNY. Comments? I have to respectfully disagree, especially about Mannkind's poor management of finances as I do not see them going broke, especially if Afrezza is a success. Have you considered that they have lowered their costs by 50%. Yes some of that is due to Afrezza being launched and less R&D but it is also due to good management of finaces, especially when you consider they have been able to do this and still hire 35 people ("a company within a company") to focus strictly on getting TS applications to market. Also I think one must consider the whole picture and with that Mannkind has no control over the shorts which is the main issue on price as I see it. Someone recently posted an article on this site about shorts who seek to drive companies into BK and do so with nefarious and immoral actions. While there may or may not be a conspiracy at hand with Mannkind I do believe Wall Street's Creed is Greed. And with that their are enough imorral actors to have a disproportionate effect on the stock...
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Post by mannmade on Sept 2, 2015 18:02:19 GMT -5
3 big pharmas tried this inhaled insulin approach and failed, many many billions of dollars lost. Sanofi is playing this smart, fourth time will be charm... (forget all that "third time is charm" bs) Let's not also forget that several major companies gave up on trying to create the first insulin pump. That did not stop Al and when he sold MiniMed to Medtronics I believe the stock was a split adjusted $180pps (just an approximation as I do not recall the exact number). So if you believe in what they say about history we have a very similar situation with inhaled insulin.
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