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Post by falconquest on May 6, 2017 5:14:31 GMT -5
If you think about it, under "commodity", why wouldn't it say "Insulin"? No one knows what "Afrezza" means in the freight world. If you ship paint, it's "paint" not Sherwin Williams......I'm even more skeptical. If anyone has done any sort of shipping the description of the item being shipped is very basic, clear and straight forward.
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Post by mytakeonit on May 6, 2017 5:21:25 GMT -5
I agree ... looks like a request for rate form only.
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Post by akemp3000 on May 6, 2017 5:27:13 GMT -5
My bad. It does say "ready for collection" May 4 to June 5.
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Post by akemp3000 on May 6, 2017 5:34:52 GMT -5
"we're now programmed to remain cautious until confirmation" ... I fail to recall a time you ever expressed caution versus unguarded optimism based on silence and things happening behind the scenes.  Guilty as charged. My optimism regarding MNKD succeeding is because of the TS science and has never wavered. That said, I definitely have some skepticism about this find. We'll know soon. |
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Post by lonewa on May 6, 2017 6:22:39 GMT -5
I created a free account on that site and created a project returning a shipment of Afrezza to Danbury. Super easy to manipulate. I deleted my request, however. It did seem too good to be true. I agree that "Afrezza" wouldn't be the named cargo. Who the heck would even know what Afrezza was besides us investors and about 9 twitter users anyway? |
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Post by promann on May 6, 2017 6:35:30 GMT -5
21,000 lbs anyone care to do the math. Hmm how much does one script weigh. If they are refrigerating it do they include the weight of that.? This could be big news maybe this is only the first months order and they need this much or more every month? Great find.. l You are hyperventilating here Promax. Just like I was at the huge scripts number a while ago. Let's all take a deep breath and a step back and see where the facts take us. With that said a few things eould line up if it were true. 1. The customs exemption they filled a while ago 2. The lack of concern about dwindling capital 3. All the hiring 4. The lack of drive on the domestic front. If this were the case I would be all for it to circumvent those morons at the FDA. On the other hand why would they have sold so many shares for nothing? Simply because the dates didn't match and Dearfield forced their hand? Ok I took a deep breath (and a nights sleep) and I too am skeptical it seems like a unlikely find of information and it does look like anyone could have made this quote. If it is false I predict a short did it because a dream killer which was a high expectation such as this to find out it's not true could be devastating and start a sell off. I give it a better then average chance it's not true but hoping we hear differently with a combination of great news to start a short squeeze. TO ALL LONGS DONT LEAVE ANY OPEN SELL ORDERS YOU NEVER KNOW IF OR WHEN A SQUEEZE WILL HAPPEN. GOOD LUCK |
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Post by lakon on May 6, 2017 6:36:53 GMT -5
I created a free account on that site and created a project returning a shipment of Afrezza to Danbury. Super easy to manipulate. I deleted my request, however. It did seem too good to be true. I agree that "Afrezza" wouldn't be the named cargo. Who the heck would even know what Afrezza was besides us investors and about 9 twitter users anyway? Gotta build BRAND AWARENESS somehow, right? |
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Post by veritasfiliatemporis on May 6, 2017 6:53:49 GMT -5
Let's hope that's a monthly national healthcare/hospital subscription... Monthly--- from 0 to 150 mil 0rder in 1 year--very funny stop pumping on a fake news Everybody can create an order and then post it
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Post by promann on May 6, 2017 7:13:09 GMT -5
Blueice - This is interesting to say the least. This find is so out of the ordinary, can I ask what inspired you to think of searching international shipping leads? Are you in the transportation industry? If true, this would certainly be the most exciting news for MNKD in years. As a long time MNKD long, we're now programmed to remain cautious until confirmation. Do you know if the rate shown is about right for this size and weight delivery? This doesn't appear to just be a request for a shipping quote as the dates shown indicate the cargo left yesterday and will arrive June 4. Even if it were just a quote, it would still be good news. I will be cautiously optimistic this is not another carefully orchestrated scheme to manipulate the stock price. Guess we'll know shortly when we see scripts jump from under 300 a week to 300,000 in one week;) GLTA Akemp. It seems Blueice has been on international topics since his first post. From reading his post he appears to be a long. But the fact that he has shown a lot of interest of shipping from his past post could explain why he stumbled on this. Trying to make some since of this. |
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Post by derek2 on May 6, 2017 7:13:12 GMT -5
Would MNKD use a public RFP tool, or would they use the distributor they already contract with?
If, like me, you expect that this is inconclusive and that the earnings release, conf call and shareholders meeting will come and go without any mention other than "we're working on international deals", then a pop will give you a good buy price for puts.
If, like others, you believe that someone has outed an imminent deal that overshadows all of the Afrezza ever sold by 40X, then hey, fill your boots.
That's how we get a buy side and a sell side. A bid and an ask.
Just because something plays into your wishes doesn't mean you should turn off your critical thinking.
[EDIT]: I'm pretty sure that a company as opaque as MNKD would not list the commodity as "Afrezza", but would use a term such as "pharmaceuticals" or "insulin".
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Post by skualo3 on May 6, 2017 8:03:06 GMT -5
I am pretty sure that Pharmaceutical are transported via air, not shipping containers. No point exposing freight to 6 weeks of travel, even on refrigerated container, when can be moved by plane in 16-18 hours. I have seen that kind of freight myself on our planes in the past, a lot safer.
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Post by matt on May 6, 2017 8:19:07 GMT -5
Virtually all pharmaceuticals shipped internationally that are light in weight and of high value go via air freight, while this quote was for a twenty-foot ocean container requiring one month to arrive. Way too much can go wrong with a high value temperature controlled product during a one month transit to ship pharmaceuticals by ocean. When I worked in Asia I managed a pipeline from various places of the world to Tokyo, and we shipped all our high value product by air with about 40 tons per month transiting via FedEx and another 40 tons consigned to various air freight forwarders. Since air frames are fixed in size and the air line needs to make maximum use of the cargo hold, the shippers like to stack heavy items (like urgent auto and machine parts) on the bottom of a pallet and then top it up with light weight pharma products; this make it reasonably economical for all concerned. We also received about 55 eighty-foot ocean containers a month, but that was all low value and temperature insensitive goods or raw materials for local manufacturing.
Since the manufacturer is responsible for any temperature and humidity variations in transit, they have to quarantine and retest each batch in each shipment on arrival, and them release each batch from quality hold unless they have telemetry inside the container that measures critical parameters at regular intervals, typically every five minutes. Imagine the difference in conditions of a container placed on the bottom of a ship crossing the icy North Atlantic in winter, versus a container stacked on top of a ship exposed to direct sun as it passes through the Arabian Gulf to Abu Dhabi in the middle of the summer. There is a reason pharma product moves by air with a time definite arrival.
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Post by peppy on May 6, 2017 8:26:25 GMT -5
I am pretty sure that Pharmaceutical are transported via air, not shipping containers. No point exposing freight to 6 weeks of travel, even on refrigerated container, when can be moved by plane in 16-18 hours. I have seen that kind of freight myself on our planes in the past, a lot safer. quote: As much as I would LOVE for this to be real, it looks like nothing more than a request for quote. It could have been entered by anybody. It may be similar to the monthly vs daily script numbers fiasco for 2 weeks ago. I need something more concrete than this. Maybe in the conference call on the 10th. Till then I can only hope... quote: I created a free account on that site and created a project returning a shipment of Afrezza to Danbury. Super easy to manipulate. I deleted my request, however. quote: It did seem too good to be true. I agree that "Afrezza" wouldn't be the named cargo. Who the heck would even know what Afrezza was besides us investors and about 9 twitter users anyway? quote: it does look like anyone could have made this quote. quote: Let's hope that's a monthly national healthcare/hospital subscription... Monthly--- from 0 to 150 mil 0rder in 1 year--very funny stop pumping on a fake news Everybody can create an order and then post it Reply: some one playing with us is my guess. |
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Post by Deleted on May 6, 2017 8:47:52 GMT -5
Dubai right near Kuwait which has the worst population with diabetes in the world.
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Post by Deleted on May 6, 2017 8:51:33 GMT -5
If it was insulin what kind of money would they receive for this sale? If I were to choose between they are selling Afrezza or selling extra insulin, I would choose the latter. Wall St does not get surprised like this especially when it comes to MNKD
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