|
Post by brentie on Feb 17, 2015 19:11:52 GMT -5
|
|
|
Post by BD on Feb 17, 2015 19:50:59 GMT -5
Good article for getting a feel for how Al Mann operates. Interesting little comment battle between George Rho and Psycho Analyst (author of the article).
|
|
|
Post by brentie on Feb 17, 2015 19:51:44 GMT -5
Peakabull:
|
|
|
Post by jpg on Feb 17, 2015 20:50:52 GMT -5
I am now sadly back at it reading PAs articles. This one was, to me anyway, as pointless as the rest. I question more and more his motivation and, especially after reading PA responses to various posters, think PA is soft bashing more then anything else. Again it is a sum of the parts analysis opinion. Individually nothing is to extreme but taken together and with the constant flow of articles that say little I more and more think he has a second agenda or doing it for a clicks per view.
|
|
|
Post by BD on Feb 17, 2015 21:02:25 GMT -5
I thought after reading through the comments on a recent article by PA that the general consensus is that PA is a "she"... ?
|
|
|
Post by dreamboatcruise on Feb 17, 2015 21:15:15 GMT -5
I am now sadly back at it reading PAs articles. This one was, to me anyway, as pointless as the rest. I question more and more his motivation and, especially after reading PA responses to various posters, think PA is soft bashing more then anything else. Again it is a sum of the parts analysis opinion. Individually nothing is to extreme but taken together and with the constant flow of articles that say little I more and more think he has a second agenda or doing it for a clicks per view. I skimmed it. It's a lot of speculation about Al, but from what I know probably not too far off the mark. I think it is the "clicks" he's after. For one, I think it a minority of investors actually seriously think Sanofi is going to turn around and immediately buy MNKD after spending all the effort of putting in place a partnership agreement. He's just trumping up an issue to get a good headline and eyeballs... so he gets his money for writing. Much ado about nothing.
|
|
|
Post by Chris-C on Feb 17, 2015 22:09:49 GMT -5
dream, jpg, BD, Brentie et al:
I don't even bother looking at the SA articles anymore. If it's by George Rho or Jeff Eiseman I might take a look, but PA doesn't really provide any insights that illuminate better than most comments on this board. If you do a Google search using MNKD and SA as keywords, PA's name comes up on most of the articles. He (she?) may be the volume leader, but viewed in terms of nuggets per article, the work has a pretty low yield, IMO. GLTA Chris-C
|
|
|
Post by shortslaver on Feb 18, 2015 10:15:23 GMT -5
I am now sadly back at it reading PAs articles. This one was, to me anyway, as pointless as the rest. I question more and more his motivation and, especially after reading PA responses to various posters, think PA is soft bashing more then anything else. Again it is a sum of the parts analysis opinion. Individually nothing is to extreme but taken together and with the constant flow of articles that say little I more and more think he has a second agenda or doing it for a clicks per view. I skimmed it. It's a lot of speculation about Al, but from what I know probably not too far off the mark. I think it is the "clicks" he's after. For one, I think it a minority of investors actually seriously think Sanofi is going to turn around and immediately buy MNKD after spending all the effort of putting in place a partnership agreement. He's just trumping up an issue to get a good headline and eyeballs... so he gets his money for writing. Much ado about nothing. PA's articles on Seeking Alpha have just gotten awful. Just writing about nothing and farming clicks for cash at this point. I wish she would just stop it, but I can't blame her for making money. As to the point of the article - anyone who invests money in a company because "it feels good to help" as their primary objective is doing it wrong. Yes, I like the fact that their technology helps people. But I won't lie to myself - I invected because I felt the company was undervalued and has a lot of potential to become vastly more valued than it currently is.
|
|
|
Post by kc on Feb 18, 2015 10:49:38 GMT -5
No but I would bet that Sanofi Buys In. They have done that many times. Good article for getting a feel for how Al Mann operates. Interesting little comment battle between George Rho and Psycho Analyst (author of the article).
|
|
|
Post by gomnkd on Feb 18, 2015 10:56:25 GMT -5
The end game for Sanofi is , once Afrezza shows predictable cash flows , they'll buy Afrezza. They are already a majority owner, they have to pay only for the 1/3rd they don't own.
|
|
|
Post by BD on Feb 18, 2015 10:59:00 GMT -5
I skimmed it. It's a lot of speculation about Al, but from what I know probably not too far off the mark. I think it is the "clicks" he's after. For one, I think it a minority of investors actually seriously think Sanofi is going to turn around and immediately buy MNKD after spending all the effort of putting in place a partnership agreement. He's just trumping up an issue to get a good headline and eyeballs... so he gets his money for writing. Much ado about nothing. PA's articles on Seeking Alpha have just gotten awful. Just writing about nothing and farming clicks for cash at this point. I wish she would just stop it, but I can't blame her for making money. I look at things like this on a relative basis. First of all, I haven't been living and breathing MNKD for going on double-digit years, as many of you guys have, so I don't already have all the history and minutiae filed away in my mental database. I find PA's articles well-articulated, and providing "color" on the machinations of the company. Most have struck me as outright bullish, some more neutral, but never have I taken any of them as "stealth bashing" as some have suggested. So basically, when compared with most of the stuff written about MNKD "out there", I appreciate PA's stuff. YMMV.
|
|
|
Post by babaoriley on Feb 18, 2015 12:24:27 GMT -5
A couple of points about PA's article:
First, "The biggest misconception these investors fall prey to is the belief that MannKind will be bought out soon, probably by its marketing partner, Sanofi (NYSE:SNY). Were this to happen MannKind shareholders could expect to see their stock price soar, especially in view of the enormous number of shares held short in the company. (There were 80,678,801 shares held short on January 31, 2015.)"
If a buyout happens from Sanofi, it will be with Al's consent, which then will peg a price (no bidding war), and I don't believe it would then matter how many shorts there were, the shorts would have to buy at the agreed price and cover (some brokerages may be holding the bag if their shorty customers can't come up with the requisite cash to do that). The price would only go above the agreed price to the extent of the chance for a higher bid, and that would be remote if it were an Al Mann sanctioned buy out (and how couldn't it be, really).
Second, PA's comment about dislodging the current medication, as the companies now selling it have "bribed" the docs. Well, I'm sure that's one of the good things about having Sanofi market for us - they, too, have greased many skids over the years, and they too can offer boondoogles, honorarium, etc. Would love to hear those in the know about this point chime in.
|
|
|
Post by notamnkdmillionaire on Feb 18, 2015 12:38:35 GMT -5
It appears that PA scans MNKD message boards for article material. What ever people are arguing about on Yahoo is what the article is about. It's not insightful but just a rehash of what many of us already know.
|
|
|
Post by jpg on Feb 18, 2015 12:58:27 GMT -5
A couple of points about PA's article: First, "The biggest misconception these investors fall prey to is the belief that MannKind will be bought out soon, probably by its marketing partner, Sanofi (NYSE:SNY). Were this to happen MannKind shareholders could expect to see their stock price soar, especially in view of the enormous number of shares held short in the company. (There were 80,678,801 shares held short on January 31, 2015.)" If a buyout happens from Sanofi, it will be with Al's consent, which then will peg a price (no bidding war), and I don't believe it would then matter how many shorts there were, the shorts would have to buy at the agreed price and cover (some brokerages may be holding the bag if their shorty customers can't come up with the requisite cash to do that). The price would only go above the agreed price to the extent of the chance for a higher bid, and that would be remote if it were an Al Mann sanctioned buy out (and how couldn't it be, really). Second, PA's comment about dislodging the current medication, as the companies now selling it have "bribed" the docs. Well, I'm sure that's one of the good things about having Sanofi market for us - they, too, have greased many skids over the years, and they too can offer boondoogles, honorarium, etc. Would love to hear those in the know about this point chime in. I don't know who is the worst/ better with the honorarium but for the vast majority of MDs the gifts (even pens) have gone long ago. It was in 'the good old days when we got pens and supper' and still (without pens and suppers) is a level playing field as far as I am concerned.
|
|
|
Post by brentie on Feb 18, 2015 16:04:27 GMT -5
|
|