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Post by robsacher on Sept 6, 2015 0:27:25 GMT -5
With the exception of the current price which no rational mind in their wildest dreams could forecast after FDA approval except perhaps a short w access to dirty tricks I would like to remind everyone that mnkd mgmt has been good to their word the past twoor three years on everything they said and told us to expect at the time mentioned. I have no reason to doubt them now so I do not worry about significant dilution at this time nor do I speculate what the filings mean. Just mho… Mannmade, I agree with you. This is another one of those moments when we have to trust in the process, just like right before ADCOM. RS
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Post by afrizzle on Sept 6, 2015 7:55:00 GMT -5
I agree with the comments that keeping one's options open is always prudent. Let's also remember Matt's prior anti dilution comment that the Mann group was still a resource if needed.
However, if this was truly just a renewal of existing options why not mention it during the last public conf call (the earnings call) where it could have been placed into context?
This would have neutralized the surprise and use as FUD bait
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Post by robsacher on Sept 6, 2015 10:33:49 GMT -5
I agree with the comments that keeping one's options open is always prudent. Let's also remember Matt's prior anti dilution comment that the Mann group was still a resource if needed. However, if this was truly just a renewal of existing options why not mention it during the last public conf call (the earnings call) where it could have been placed into context? This would have neutralized the surprise and use as FUD bait My feeling is that perhaps management had not made their decision yet at the time of the last conference call. This is another opportunity for management to prove they will stand behind what they say they will do. I trust these guys. And, I will continue to stay long unless I am proven wrong. But, so far, I am more than satisfied with the integrity shown in this arduous journey. I only wish that Al Mann was willing to bring out the big guns and buy up an additional 5%, or better yet, 10%, of outstanding shares at this most beneficial p/s. That would really help investors who bought in over $5 and $6. That would also help with the possible dilution coming which I hope will not be above +3%.
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Post by Deleted on Sept 6, 2015 12:04:41 GMT -5
I agree with the comments that keeping one's options open is always prudent. Let's also remember Matt's prior anti dilution comment that the Mann group was still a resource if needed. However, if this was truly just a renewal of existing options why not mention it during the last public conf call (the earnings call) where it could have been placed into context? This would have neutralized the surprise and use as FUD bait My feeling is that perhaps management had not made their decision yet at the time of the last conference call. This is another opportunity for management to prove they will stand behind what they say they will do. I trust these guys. And, I will continue to stay long unless I am proven wrong. But, so far, I am more than satisfied with the integrity shown in this arduous journey. I only wish that Al Mann was willing to bring out the big guns and buy up an additional 5%, or better yet, 10%, of outstanding shares at this most beneficial p/s. That would really help investors who bought in over $5 and $6. That would also help with the possible dilution coming which I hope will not be above +3%. Do not count Al Mann out. Just because he did not pull out his guns in August does not imply he will not use them in the future.
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Post by kc on Sept 6, 2015 13:27:20 GMT -5
My feeling is that perhaps management had not made their decision yet at the time of the last conference call. This is another opportunity for management to prove they will stand behind what they say they will do. I trust these guys. And, I will continue to stay long unless I am proven wrong. But, so far, I am more than satisfied with the integrity shown in this arduous journey. I only wish that Al Mann was willing to bring out the big guns and buy up an additional 5%, or better yet, 10%, of outstanding shares at this most beneficial p/s. That would really help investors who bought in over $5 and $6. That would also help with the possible dilution coming which I hope will not be above +3%. Do not count Al Mann out. Just because he did not pull out his guns in August does not imply he will not use them in the future. My guess is that Al can't buy shares at this time due to knowing what the next events to unfold are going to be. If the events have been planned and waiting for implementation then it would be insider information. I'm a believer that we are just waiting for the next shoe to drop. Perhaps I'm delusional in my thoughts.
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Post by Deleted on Sept 6, 2015 13:45:27 GMT -5
I emailed Matt in August asking why Al did not jump in as he mentioned during a conference call. Below is his reply:
"I don't mean to be difficult, but cannot speak for Al. I would point out thought just because he has not done something so far as we have explored options does not mean he would not. But there are many things he could do with the same dollars that could arguably be of even more help."
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Post by cretin11 on Sept 6, 2015 14:29:57 GMT -5
Interesting. I think I like that response by Matt. Any thoughts on what some of those other things might be?
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Post by Deleted on Sept 6, 2015 18:56:02 GMT -5
Interesting. I think I like that response by Matt. Any thoughts on what some of those other things might be? Just the thought of having Al considering options is sufficient. What options he chooses, if he chooses, will be beneficial for owners of MannKind; shareholders.
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Post by bradleysbest on Sept 7, 2015 13:13:23 GMT -5
I'm interested in what the other things are as well.....
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Post by robsacher on Sept 7, 2015 14:44:41 GMT -5
I'm interested in what the other things are as well..... I'd like to see Al invest in Afrezza clinics around the country. Open them up across the street from endocrinology offices that refuse to write Afrezza scripts.
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Post by Deleted on Sept 7, 2015 18:20:18 GMT -5
I'm interested in what the other things are as well..... I'd like to see Al invest in Afrezza clinics around the country. Open them up across the street from endocrinology offices that refuse to write Afrezza scripts. While that is an interesting idea, realistically would create bad blood between the endo and Sanofi. However, having Afrezza clinics within Walmart could work?
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Post by mssciguy on Sept 7, 2015 18:40:37 GMT -5
I'd like to see Al invest in Afrezza clinics around the country. Open them up across the street from endocrinology offices that refuse to write Afrezza scripts. While that is an interesting idea, realistically would create bad blood between the endo and Sanofi. However, having Afrezza clinics within Walmart could work? That is interesting and makes great business sense. Those huge value packs of food at Walmart probably create a lot of diabetes, so why not also offer the treatment? Don't want to get any more cynical so I'll shut up now.
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Post by dreamboatcruise on Sept 8, 2015 11:06:53 GMT -5
The market is supplying a tailwind today, but I'm very pleased that the self registration hasn't seemed to cause a negative reaction. Guess my fears over the weekend were unfounded.
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Post by novafett on Sept 8, 2015 12:36:32 GMT -5
What's odd, or should i say BAU, is MNKD was down in the early hours while the market was up. I've noticed recently (not tracking all day long but off an on) is this stock seems to go contrary to what ever big swing is going on in the market. When things were down last week i checked and MNKD was at the top of my gainers by % for the day. Strange..
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Post by goyocafe on Sept 8, 2015 14:24:23 GMT -5
I'm interested in what the other things are as well..... I'd like to see Al invest in Afrezza clinics around the country. Open them up across the street from endocrinology offices that refuse to write Afrezza scripts. How about staffed Kiosks at major malls across the U.S.?
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