|
Post by lojothehus on Dec 19, 2017 11:24:11 GMT -5
I know that Mankind has been moving in a new direction and has been going at this alone. I know that time is needed and that some things are sensitive and are bounded legally. However, with all of that being said, do you think that it's time for Mankind to be a little bit more transparent with their stockholders in light of the future projections that we have been hearing and given for some time now, and from where we are trading at today? Is it possible for them to update shareholders with a little more information or do we have to wait until conference calls to hear projections.
In my opinion, the way to keep the shorts off the field, is to make noise and to promote. It is mind boggling when we have to hang on to words and phrases to try and decipher the direction that we are going in. Lay out the path, make the noise, advertise and announce every positive step that we make. Take the shorts off the field, and get Afrezza into the ears of patience and doctors around the country!
This is just my opinion, and I am sure that there is far more knowledge on this board.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 19, 2017 11:30:09 GMT -5
"the way to keep the shorts off the field, is to make noise and to promote."
Two things will keep shorts away from MannKind : increased scripts and cash, both in short supply.
|
|
|
Post by dg1111 on Dec 19, 2017 11:45:04 GMT -5
I think Mike did lay his cards on the table when he put slide 18 of the following presentation up files.shareholder.com/downloads/AMDA-22AIJ9/5744442559x0x957803/FF146CED-EE59-48D1-9F66-F1B2AB1EE058/MannKind_Cantor_2017.pdfHe quickly delivered on a few items. It has been quiet for a little while, but I think that the additional shares that were authorized last week were needed to move forward in some areas. It has at least been hinted that future partnerships will involve some purchase of shares. Prescriptions have been increasing lately. He has delivered $60 million in cash. I think he will need to continue to check items off of that list in order to prevent the share price from dropping, and I am optimistic that he will.
|
|
|
Post by thekindaguyiyam on Dec 19, 2017 11:45:57 GMT -5
Laying the cards on the table is a great view for the investors AND the Competition And the Short Interest. While a clearer view is desirable for shareholders one must consider the possible self destruction in showing those cards to those who want to bring Mannkind down. Do you like the change of direction MNKD is going or not? Are there any company's in this phase of development and marketing willing to reveal their edge? I think the answer is no. We are now two hours into the trading day. 900,000 shares have traded (or about $300,000 on the table) and that's all it takes to manipulate the price down .21 cents. Organized shorting can bring down the price significantly based on what? Yesterday it was down .25 cents in the morning and by the end of the day ended .02 down. You can't fight crime with transparency it's not the way corporate secrecy to gain a foot hold works.
|
|
|
Post by madog365 on Dec 19, 2017 11:53:51 GMT -5
Lay the cards out on the table, why do that? We are in a position of Strength so... Stay Tuned because...They Always Deliver and...You will thank them later for... the Embarrassment of Riches Sorry i couldn't help myself but i am looking forward to the next Mannkindism.
|
|
|
Post by akemp3000 on Dec 19, 2017 11:57:59 GMT -5
I would rather endure the stress of not knowing while maintaining confidence that Mike and team are continuing to make good decisions. They certainly understand the importance of timing. I for one remain hopeful we'll hear a significant announcement soon to jump start 2018. If not, then Mike has a reason and I'll just wait for the scripts to jump which should be coming soon regardless. As for shorts, they need to be extinguished with one announcement and a squeeze. Frankly, I'd rather them not know anything in advance
|
|
|
Post by peppy on Dec 19, 2017 12:14:47 GMT -5
I think Mike did lay his cards on the table when he put slide 18 of the following presentation up files.shareholder.com/downloads/AMDA-22AIJ9/5744442559x0x957803/FF146CED-EE59-48D1-9F66-F1B2AB1EE058/MannKind_Cantor_2017.pdfHe quickly delivered on a few items. It has been quiet for a little while, but I think that the additional shares that were authorized last week were needed to move forward in some areas. It has at least been hinted that future partnerships will involve some purchase of shares. Prescriptions have been increasing lately. He has delivered $60 million in cash. I think he will need to continue to check items off of that list in order to prevent the share price from dropping, and I am optimistic that he will. Thank you for the presentation slides. Goal for diabetics is an HbA1c of 7. A mean or average blood glucose level of 170mg/dl.
|
|
|
Post by timfoley2009 on Dec 19, 2017 13:02:17 GMT -5
In the MF interview Mike did lay the cards on the table by saying if you’re horizon is 3-6 months then this may not be the stock for you. I took that to mean don’t expect any big material changes in that timeframe. I sold my shares to protect my profits (got in around 2.10/share) shortly after and am waiting for a new bottom to stabilize before buying back in. IMO cheerleading and promoting without improving fundamentals will do nothing to ward off the shorts. I’m still bullish but there is time to sit on the sidelines before a run happens.
|
|
|
Post by drman7 on Dec 19, 2017 13:14:43 GMT -5
Lay the cards out on the table, why do that? We are in a position of Strength so... Stay Tuned because...They Always Deliver and...You will thank them later for... the Embarrassment of Riches Sorry i couldn't help myself but i am looking forward to the next Mannkindism. Fortunately, MC did not stated any of the above except "You will thank me later". Nothing else rings a bell except from the past two CEO who were not fit for the job.
|
|
|
Post by straightly on Dec 19, 2017 13:15:39 GMT -5
I know that Mankind has been moving in a new direction and has been going at this alone. I know that time is needed and that some things are sensitive and are bounded legally. However, with all of that being said, do you think that it's time for Mankind to be a little bit more transparent with their stockholders in light of the future projections that we have been hearing and given for some time now, and from where we are trading at today? Is it possible for them to update shareholders with a little more information or do we have to wait until conference calls to hear projections.
In my opinion, the way to keep the shorts off the field, is to make noise and to promote. It is mind boggling when we have to hang on to words and phrases to try and decipher the direction that we are going in. Lay out the path, make the noise, advertise and announce every positive step that we make. Take the shorts off the field, and get Afrezza into the ears of patience and doctors around the country!
This is just my opinion, and I am sure that there is far more knowledge on this board. I advise patience for our patients, doctors, scripts, managements, and eventually share price.
|
|
|
Post by dreamboatcruise on Dec 19, 2017 13:50:12 GMT -5
In the MF interview Mike did lay the cards on the table by saying if you’re horizon is 3-6 months then this may not be the stock for you. I took that to mean don’t expect any big material changes in that timeframe. I sold my shares to protect my profits (got in around 2.10/share) shortly after and am waiting for a new bottom to stabilize before buying back in. IMO cheerleading and promoting without improving fundamentals will do nothing to ward off the shorts. I’m still bullish but there is time to sit on the sidelines before a run happens. At times I do wish I had the wisdom (or luck of good timing) to trade my position like that rather than buy and hold as I have (and at times buy calls and have them expire worthless). It seems we are not to have any market moving news regarding insurance coverage or clinical trials in that 3-6 month time frame. If we get another international partner it may not move the needle any more than the Brazil deal did. Maybe something happens sooner than 6 months but I think a good chance we'll spend it slowly building on the Afrezza revenue gains. As for the basic question of the thread. Laying the cards on the table is only as good as what is delivered. Will we make guidance, for instance? And there is a possibility that all the cards really are on the table. Yes, Mike has hinted at things that might happen such as the Cantor slide, but I think that was in the context of trying to generate a hopeful attitude to run the price up for the PIPE. What if "laying cards on the table" were telling investors that while they are always looking for partners for Afrezza and pipeline, there is nothing pending. I know many here firmly believe Mike is holding a hand full of aces but it may be he is working on a 6 high straight but is still missing the 4.
|
|
|
Post by akemp3000 on Dec 19, 2017 14:04:15 GMT -5
In the MF interview Mike did lay the cards on the table by saying if you’re horizon is 3-6 months then this may not be the stock for you. I took that to mean don’t expect any big material changes in that timeframe. I sold my shares to protect my profits (got in around 2.10/share) shortly after and am waiting for a new bottom to stabilize before buying back in. IMO cheerleading and promoting without improving fundamentals will do nothing to ward off the shorts. I’m still bullish but there is time to sit on the sidelines before a run happens.I agree Mike's comment was important. That said, the last run-up came without any advance notice whatsoever. The biggest announcements of 2017 came without advance notice. The next run-up and announcements will likely also appear suddenly. The turn-around has begun. It would be extremely disappointing to miss the big one thinking there was time left. GL
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 19, 2017 14:14:53 GMT -5
dreamboatcruise "I know many here firmly believe Mike is holding a hand full of aces but it may be he is working on a 6 high straight but is still missing the 4." Castagna was dealt a hand that would have busted most players. Incredibly he has managed to remain in the game but with few chips. He doesn't need pocket aces, something respectable that will allow him time.
|
|
|
Post by lojothehus on Dec 19, 2017 14:18:28 GMT -5
With all being said, if you have a good product.....you have a good product. I agree with Dreamboatcruise to some extent. Mike could be laying out all that he has, but IF and that's a big IF there is a smoking gun I'd rather hear about and get the show on the road.
|
|
|
Post by dreamboatcruise on Dec 19, 2017 14:24:05 GMT -5
In the MF interview Mike did lay the cards on the table by saying if you’re horizon is 3-6 months then this may not be the stock for you. I took that to mean don’t expect any big material changes in that timeframe. I sold my shares to protect my profits (got in around 2.10/share) shortly after and am waiting for a new bottom to stabilize before buying back in. IMO cheerleading and promoting without improving fundamentals will do nothing to ward off the shorts. I’m still bullish but there is time to sit on the sidelines before a run happens.I agree Mike's comment was important. That said, the last run-up came without any advance notice whatsoever. The biggest announcements of 2017 came without advance notice. The next run-up and announcements will likely also appear suddenly. The turn-around has begun. It would be extremely disappointing to miss the big one thinking there was time left. GL We did have the advanced foreshadowing/notice of two analysts (competing for PIPE business) making bullish calls on MNKD. Additionally, we may be headed right back to where we were before the run up, so that's not a great example to make someone fear missing a run up. Missing a temporary run up because of not yet buying is no different than missing the run up by not selling and having all those paper gains disappear. The magnitude of the run up did surprise me, but in the end we can see it was illusory run up. It may be much easier to see when we're on a solid trajectory of gains... the type that could last for years.
|
|