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Post by Chris-C on Jul 24, 2015 12:45:39 GMT -5
True to form. Today's action verifies the M.O.: pump and dump. I wonder how these guys sleep at night?
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Post by corduroy on Jul 24, 2015 16:18:42 GMT -5
Possibly the Street is gradually coming around. Maybe the official line is to begin to give it positivity. Since Sanofi is going to seriously start their DTC advertising (we hope). A.F. himself said on Twitter today- (paraphrased) In 4 years Afrezza is going to be a blockbuster. That the prescription numbers now, don't mean shit. We just have to wait.
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Post by 4Balance on Jul 24, 2015 17:58:37 GMT -5
Ok...I can live with a long-term perspective. But I still have to wonder why we took such a hit today. I realize, Friday's are big days for shorts, and the natural beta from a falling market could enter in...and perhaps some general weakness with biotechs at this time.
Was all of that enough to explain the big drop...back to under $5??
--4Balance
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Post by BD on Jul 24, 2015 18:34:08 GMT -5
4B, methinks it's a combination of underwhelming Rx numbers and shorts playing their usual bear raid games. The only part that surprised me was that there weren't a slew of hit pieces choreographed with the sell-off. But then, I see the hit pieces as "cover" for the raids, not the cause of sell-offs. Maybe they didn't think cover was necessary with the lackluster numbers. Plus all the factors you stated
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Post by thekindaguyiyam on Jul 24, 2015 18:57:15 GMT -5
4B, methinks it's a combination of underwhelming Rx numbers and shorts playing their usual bear raid games. The only part that surprised me was that there weren't a slew of hit pieces choreographed with the sell-off. But then, I see the hit pieces as "cover" for the raids, not the cause of sell-offs. Maybe they didn't think cover was necessary with the lackluster numbers. Plus all the factors you stated In full agreement. Likewise the word choreographed is exactly what is and has been done by an organized short side sending messages in codes to land the price wherever they want. Conspiracy theory? I don't think so. It's happening right before the eyes of everyone including the toothless SEC.
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Post by mssciguy on Jul 25, 2015 6:13:33 GMT -5
The underwhelming Rx numbers are the major cause and could bring the price of MNKD to $3.00 if nothing comes out on the 30th with SNY....If SNY provides Sales numbers in line with the Rx numbers...3 to 6mm$...then whatch out...3.00 won't be far away...unless Script numbers increases substantially with DTC...Again we could have with DTC an increase in scripts numbers that are way Under expectations... The problem is not the shorters but results in scripts....I am long and let's hope that Sanofi is not Sandbagging Afrezza and doing activities that will not have substantial impact on scripts in order to buy Afrezza or MNKD at a low price... Please tell me that you don't know about Time magazine
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Post by 1 percenter on Jul 25, 2015 10:49:05 GMT -5
The underwhelming Rx numbers are the major cause and could bring the price of MNKD to $3.00 if nothing comes out on the 30th with SNY....If SNY provides Sales numbers in line with the Rx numbers...3 to 6mm$...then whatch out...3.00 won't be far away...unless Script numbers increases substantially with DTC...Again we could have with DTC an increase in scripts numbers that are way Under expectations... The problem is not the shorters but results in scripts....I am long and let's hope that Sanofi is not Sandbagging Afrezza and doing activities that will not have substantial impact on scripts in order to buy Afrezza or MNKD at a low price... Please tell me that you don't know about Time magazine It still remains to be seen how effective the TIME mag ad will be.
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Post by mssciguy on Jul 25, 2015 11:20:12 GMT -5
Please tell me that you don't know about Time magazine It still remains to be seen how effective the TIME mag ad will be.
.........we should know within a few weeks........................(if those script numbers are reliable) I'll bet that trends.google.com will show a healthy spike for "afrezza" within two weeks.
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Post by kc on Jul 25, 2015 14:13:58 GMT -5
Pardon the pun.... But its a matter of "TIME" before we take off with PPS and positive analysis bY folks on Wall Street. Sometimes you wonder why MannKind is so beat up but its really not hard to see. HFT and Traders have been killing it for years and making a lot of money from their games.
So its going to be lights off for them sometime in the future. Both MannKind and Sanofi have laid the ground work for a great launch. It has not happened fast enough for us as investors as we are watching the pot on a daily basis. You don't build a 100 story sky scrapper over night it takes "TIME" . Everything they have done over they last 5 months since launch has been another story to the building. As Sam Finta has shown the progress of the Afrezza Users group on Week 18 blog posting. afrezzauser.com/blog/
so has MannKind and Sanofi. As each level of the Sky scrapper takes time. Let's see how the next six months play out as I am sure the best is yet to come. Its just a matter of "TIME"
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Post by EveningOfTheDay on Jul 25, 2015 14:39:47 GMT -5
Let's see how the next six months play out as I am sure the best is yet to come. Its just a matter of "TIME"
Yes, at the very least 6 more months are needed to see if any of SNY's efforts are paying off. In the meanwhile, short of a surprise announcement, it is unclear to me that we might see any substantial upside in valuation, which translates into shorts still being able to have it their way with the sp. However, everyday that passes my convictions on the success of Afrezza, and by extension Technosphere, solidify a little more.
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Post by sportsrancho on Jul 25, 2015 15:04:52 GMT -5
Pardon the pun.... But its a matter of "TIME" before we take off with PPS and positive analysis bY folks on Wall Street. Sometimes you wonder why MannKind is so beat up but its really not hard to see. HFT and Traders have been killing it for years and making a lot of money from their games.
So its going to be lights off for them sometime in the future. Both MannKind and Sanofi have laid the ground work for a great launch. It has not happened fast enough for us as investors as we are watching the pot on a daily basis. You don't build a 100 story sky scrapper over night it takes "TIME" . Everything they have done over they last 5 months since launch has been another story to the building. As Sam Finta has shown the progress of the Afrezza Users group on Week 18 blog posting. afrezzauser.com/blog/
so has MannKind and Sanofi. As each level of the Sky scrapper takes time. Let's see how the next six months play out as I am sure the best is yet to come. Its just a matter of "TIME" In TIME all the PEOPLE will know! And PEOPLE mag. might be next:-)
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Post by mssciguy on Jul 25, 2015 20:29:15 GMT -5
Possibly the Street is gradually coming around. Maybe the official line is to begin to give it positivity. Since Sanofi is going to seriously start their DTC advertising (we hope). A.F. himself said on Twitter today- (paraphrased) In 4 years Afrezza is going to be a blockbuster. That the prescription numbers now, don't mean shit. We just have to wait. Thanks, will take your word for that regarding AF. I really truly hope that Silicon Valley comes up with a way to filter that manipulative and self-serving media from our existence. AF has some very serious issues and let's hope he takes some mindfulness training before he gets thrown in jail or worse. I am sooo thankful to proboards for being here (and thanks liane for your service). It doesn't get any better than this mnkd discussion board--- I've seen most or all of them by now. Thanks.
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Post by beardawg on Jul 25, 2015 20:48:04 GMT -5
Possibly the Street is gradually coming around. Maybe the official line is to begin to give it positivity. Since Sanofi is going to seriously start their DTC advertising (we hope). A.F. himself said on Twitter today- (paraphrased) In 4 years Afrezza is going to be a blockbuster. That the prescription numbers now, don't mean shit. We just have to wait. Thanks, will take your word for that regarding AF. I really truly hope that Silicon Valley comes up with a way to filter that manipulative and self-serving media from our existence. AF has some very serious issues and let's hope he takes some mindfulness training before he gets thrown in jail or worse. I am sooo thankful to proboards for being here (and thanks liane for your service). It doesn't get any better than this mnkd discussion board--- I've seen most or all of them by now. Thanks. AF was being sarcastic. He was claiming that's what MNKD longs are saying. Didn't give any indication that he agreed.
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Post by mssciguy on Jul 25, 2015 22:07:37 GMT -5
Thanks, will take your word for that regarding AF. I really truly hope that Silicon Valley comes up with a way to filter that manipulative and self-serving media from our existence. AF has some very serious issues and let's hope he takes some mindfulness training before he gets thrown in jail or worse. I am sooo thankful to proboards for being here (and thanks liane for your service). It doesn't get any better than this mnkd discussion board--- I've seen most or all of them by now. Thanks. AF was being sarcastic. He was claiming that's what MNKD longs are saying. Didn't give any indication that he agreed. He doesn't deserve discussion here. Boycott thestreet that's my approach. I wish there was some way to block that filth on my screen (maybe by avoiding yahoo)
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Post by joeypotsandpans on Aug 3, 2015 7:17:44 GMT -5
RBC Capital Mkts lowers their MNKD tgt to $9 from $10 noting co has successfully executed on several items from getting Afrezza approved to securing a partner (SNY) and most recently addressing the financing overhang and increasing Afrezza capacity. However, the key metric, which is Afrezza demand, remains wanting. SNY posted 2Q:15 sales of $2.2M but firm still thinks trends in 3Q/ 4Q:15 and possibly 1H:16 are the more important harbinger of LT Afrezza outlook.
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