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Post by biotec on Oct 1, 2015 16:31:34 GMT -5
Script #'s come out tomorrow. How about if its a great #? Will the layoff's then matter? BTW we never saw the 2$ today. I thought we would but bounced off of 3$. Also Oct has 5 Fridays so lets hope a great uptick every week. Oct is going to be a long month waiting every week for Fridays #'s. As the CEO said "Watch for script to rise starting end of September".
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Post by tbone on Oct 1, 2015 19:45:04 GMT -5
I'll settle for 500+ new and 700+ total along with news release that debt is paid and done. That's all I want for tomorrow. Deliver it now!
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Post by harrys on Oct 1, 2015 19:50:46 GMT -5
I'm honestly surprised we didn't see a press release about the notes resolutions today. I'm wondering if maybe they are waiting for close tomorrow with an official explanation for the layoffs. If Matt announces anything other than full resolution of the notes, I'm probably gonna have an aneurysm...
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Post by vestful on Oct 1, 2015 20:27:11 GMT -5
Sitting here reading different threads on this board tonight and looking for some for some factual posts, resources, links, newest info,etc. Still long and may buy more. Just a lot of psychiatry here tonight. No thread or post in general but overall. Reminds me of the Kenny Rogers Gambler song. I'll leave the lyrics out but if your in your in, if your not your not. Count later. Good or bad. The worrying will make for bad times...
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Post by traderdennis on Oct 1, 2015 20:55:18 GMT -5
Script #'s come out tomorrow. How about if its a great #? Will the layoff's then matter? BTW we never saw the 2$ today. I thought we would but bounced off of 3$. Also Oct has 5 Fridays so lets hope a great uptick every week. Oct is going to be a long month waiting every week for Fridays #'s. As the CEO said "Watch for script to rise starting end of September". Yes the layoffs matter, they project managements believe of future RX, at least for the next 3-6 months. Also I would hope the short interest goes up substantially for the next reporting period, the stock price went from 3.7'sh to 3.25 ish. If the shares remain at the same rough 125MM short shares, that will signal more covering at these lower levels. |
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Post by traderdennis on Oct 1, 2015 20:56:37 GMT -5
when do they enter the earnings quiet period? What are they allowed to release during the quiet period?
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Post by peppy on Oct 1, 2015 21:06:18 GMT -5
Sitting here reading different threads on this board tonight and looking for some for some factual posts, resources, links, newest info,etc. Still long and may buy more. Just a lot of psychiatry here tonight. No thread or post in general but overall. Reminds me of the Kenny Rogers Gambler song. I'll leave the lyrics out but if your in your in, if your not your not. Count later. Good or bad. The worrying will make for bad times... As far as I can tell, Afrezza is a darn fine drug. The type ones seem pleasantly pleased. The type twos. Most have their glucose levels on ignore and like it that way in their youth. I suppose for them it is easier to take a pill. ( I am hoping on that sweat reading continuous glucose monitor disposable patch. I would like to try one. Consciousness raising and fun.) When I first heard of Afrezza, I was thinking type 1. They like it, I hope they get to have it.
I do not like feeling like I have lost a lot of money.... I hope they get to have Afrezza. I would want it.
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Post by harrys on Oct 1, 2015 21:16:12 GMT -5
Nobody here would deny Afrezza's efficacy as a drug but of course it's all about "what you can prove in the court of law". Anectodal evidence gets no credence in our very stubborn healthcare system. The latest events are all about everything BUT Afrezza's efficacy. I do believe Afrezza will survive in one form or another regardless of what happens to MNKD.
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Post by mbseeking on Oct 1, 2015 21:18:37 GMT -5
Script #'s come out tomorrow. How about if its a great #? Will the layoff's then matter? BTW we never saw the 2$ today. I thought we would but bounced off of 3$. Also Oct has 5 Fridays so lets hope a great uptick every week. Oct is going to be a long month waiting every week for Fridays #'s. As the CEO said "Watch for script to rise starting end of September". Re layoffs, like so many things with this co you can look at it two ways. Back at the 1Q conf call when Matt announced the cuts I saw them as a positive. Yes, there were some headwinds for MNKD/Afrezza, but they clearly thought they could trade out of them with the newly inked deal with SNY. These latest cuts can be bundled in with them.. But.. it does seem a little late in the piece , those cuts should all have been taken before you would have thought - get the pain over with quickly. Again on the positive , the recent announcement does not elaborate on what kind of workers were let go. Those that operate production lines are very different from those who develop new products. It is conceivable that development function moved from elsewhere to Danbury is no longer required short term. Matt is clearly sensitive to MNKDs financial situation. As hard as is for the individuals involved , I still see the fact that they are taking this action as a sign that MNKDx management sees their situation as tradable, and hence a positive - even if the ramp is sales is taking longer. The Shorts thesis on MNKD can only work if MNKD goes bankrupt. If MNKD can trade out , its not bankrupt , the shorts are toast and this amazing Afrezza remains on the market. If that is the case, regardless if it is 3 years, 5 years or 10 years, Afrezza will be a success , in my opinion. |
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Post by peppy on Oct 1, 2015 21:26:34 GMT -5
I also think we are being too short sited.
Technosphere does seem to be something.
Believe me I do feel the pain.
I have started to wonder if monoclonal antibodies could be delivered to lung cancer with technosphere.
I do not know enough. interesting gig.
could technosphere deliver epinephrine
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Post by harrys on Oct 1, 2015 21:35:12 GMT -5
I also think we are being too short sited. Technosphere does seem to be something. Believe me I do feel the pain. I have started to wonder if monoclonal antibodies could be delivered to lung cancer with technosphere. I do not know enough. interesting gig. could technosphere deliver epinephrine Probably all of the above! But we need $$$$$$$$ to make these applications a reality! |
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Post by peppy on Oct 1, 2015 21:41:01 GMT -5
Nobody here would deny Afrezza's efficacy as a drug but of course it's all about "what you can prove in the court of law". Anectodal evidence gets no credence in our very stubborn healthcare system. The latest events are all about everything BUT Afrezza's efficacy. I do believe Afrezza will survive in one form or another regardless of what happens to MNKD. come on Harry, we are more corrupt then that. I am not drinking the kool-aide.
I would like too see more 000's also. A lot more. I say sell harry, efficacy and all. I am hoping the type ones get this drug. I seem to be invested in the company.
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Post by harrys on Oct 1, 2015 21:47:32 GMT -5
Nobody here would deny Afrezza's efficacy as a drug but of course it's all about "what you can prove in the court of law". Anectodal evidence gets no credence in our very stubborn healthcare system. The latest events are all about everything BUT Afrezza's efficacy. I do believe Afrezza will survive in one form or another regardless of what happens to MNKD. come on Harry, we are more corrupt then that. I am not drinking the kool-aide.
I would like too see more 000's also. A lot more. I say sell harry, efficacy and all. I am hoping the type ones get this drug. I seem to be invested in the company.
My new sentiment is "I'm not selling until Al offers me $5!" |
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Post by peppy on Oct 1, 2015 22:12:25 GMT -5
ok, now I know when you are going to cover.
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Post by jpg on Oct 1, 2015 22:42:52 GMT -5
I'm honestly surprised we didn't see a press release about the notes resolutions today. I'm wondering if maybe they are waiting for close tomorrow with an official explanation for the layoffs. If Matt announces anything other than full resolution of the notes, I'm probably gonna have an aneurysm... How do you 'have an aneurism'? |
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