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Post by joeypotsandpans on Jun 5, 2018 20:14:46 GMT -5
From the comments section in the last piece from SO seekingalpha.com/article/4178982-mannkind-afrezza-scripts-stable-enter-final-month-q2 Our old friend Davinci responds to the following question from a commenter: Why would MNKD guide to such lofty numbers, knowing the stock and company will get pummeled in the process. What will be the short term scenario when they announce being short of guidance.  ? In his response he (Davinci) basically says that they put the guidance out to essentially dupe investors to buy shares based on the projected guidance and says it keeps their salaries, bonuses, and here's the one I really love ability to add to their resume's  , oh yeah, the CEO, CCO, and our illustrious CMO jumped "sinking ships" like AMGN, ALPMY, & LLY to join MNKD just to play charades with people's money to guarantee the aforementioned salaries, bonuses, and add the great MNKD to their resume's....unless of course the last is actually true  Wow that Davinci is pure genius, it continues.... Then SO's follows with a response to same question stating that MNKD is between a rock and a hard place in he which alludes to helping drive the share price up in this "short term window of opportunity" heading into the ADA, but then continues with the following ending line.... The STAT study and the hypoglycemia poster presentation at ADA. That could be enough to get another offering completed. That being said, both of these things have their flaws. He believes the studies have their flaws, yes you read this correctly the "hobby writer" is saying he knows more than the good Dr. Kendall himself...you can't make this stuff up. It really makes one wonder if those "bearish" ones that comment to his articles are really as idiotic as they appear or are assuming the general investing public are that naive and gullible to buy into those thesis. Actually you have to wonder about the initial "soft ball pitched" question to begin with. kastanes, I know you continue to read and respect those you talk about "helping you see the light of how wall street works" but seriously how do you negotiate comments like that which make no sense at all considering what they are trying to portray? |
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Post by dreamboatcruise on Jun 5, 2018 21:01:31 GMT -5
From the comments section in the last piece from SO seekingalpha.com/article/4178982-mannkind-afrezza-scripts-stable-enter-final-month-q2 Our old friend Davinci responds to the following question from a commenter: Why would MNKD guide to such lofty numbers, knowing the stock and company will get pummeled in the process. What will be the short term scenario when they announce being short of guidance. ? In his response he (Davinci) basically says that they put the guidance out to essentially dupe investors to buy shares based on the projected guidance and says it keeps their salaries, bonuses, and here's the one I really love ability to add to their resume's , oh yeah, the CEO, CCO, and our illustrious CMO jumped "sinking ships" like AMGN, ALPMY, & LLY to join MNKD just to play charades with people's money to guarantee the aforementioned salaries, bonuses, and add the great MNKD to their resume's....unless of course the last is actually true Wow that Davinci is pure genius, it continues.... Then SO's follows with a response to same question stating that MNKD is between a rock and a hard place in he which alludes to helping drive the share price up in this "short term window of opportunity" heading into the ADA, but then continues with the following ending line.... The STAT study and the hypoglycemia poster presentation at ADA. That could be enough to get another offering completed. That being said, both of these things have their flaws. He believes the studies have their flaws, yes you read this correctly the "hobby writer" is saying he knows more than the good Dr. Kendall himself...you can't make this stuff up. It really makes one wonder if those "bearish" ones that comment to his articles are really as idiotic as they appear or are assuming the general investing public are that naive and gullible to buy into those thesis. Actually you have to wonder about the initial "soft ball pitched" question to begin with. kastanes, I know you continue to read and respect those you talk about "helping you see the light of how wall street works" but seriously how do you negotiate comments like that which make no sense at all considering what they are trying to portray? With regard to STAT he may simply be referring to the fact that it is only a limited pilot study. The good company itself says that. Actually, I would assume that "both these things" is referring to what he speculates is their fund raising strategy... 1) over promise on revenue and 2) take advantage of presumed bump from ADA. I wouldn't take that as him meaning the trials or data/analysis are flawed. But that's just my take based on what you've said of his writing. If indeed he believes the company is consciously over promising on revenue, then I'd agree with him about it being a flawed strategy if that's what he meant. Though personally I do not believe MNKD made a decision to give unrealistic revenue numbers. |
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Post by jkendra on Jun 5, 2018 21:35:36 GMT -5
Almost like a script was written to tell fairy tale stories to create a narrative...A narrative that always seems to portray MNKD in a negative light.
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Post by Deleted on Jun 5, 2018 22:08:30 GMT -5
jkendra Contemplate these questions. 1. Do you think the buyers of the stock offering prior to the label change are happy campers? 2. Do you think potential buyers of the next stock offering will believe the STAT study will dramatically improve scripts?
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Post by Deleted on Jun 5, 2018 22:12:42 GMT -5
joeypotsandpans "kastanes, I know you continue to read and respect those you talk about "helping you see the light of how wall street works" but seriously how do you negotiate comments like that which make no sense at all considering what they are trying to portray?" I ignore the bashers and idiots.
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Post by jkendra on Jun 5, 2018 22:20:37 GMT -5
jkendra Contemplate these questions. 1. Do you think the buyers of the stock offering prior to the label change are happy campers? 2. Do you think potential buyers of the next stock offering will believe the STAT study will dramatically improve scripts? Rule of law is back. Corruption is coming to an end. There will be NO stopping Mannkind. The 'potential buyers' will be able to see this. |
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Post by sportsrancho on Jun 6, 2018 6:57:07 GMT -5
jkendra Contemplate these questions. 1. Do you think the buyers of the stock offering prior to the label change are happy campers? 2. Do you think potential buyers of the next stock offering will believe the STAT study will dramatically improve scripts? How do we know if they’re happy or not? We don’t know what their timeframe is or what their agenda was. Why are you connecting the STAT with the next stock offering? |
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Post by Deleted on Jun 6, 2018 7:16:55 GMT -5
If I purchased shares @ $6 based upon much improved scripts from the label change I wouldn't be happy. While it is possible the STAT study will improve scripts, I don't think it will be dramatic.
The STAT study is the only near-term news besides TreT, MannKind will likely hype it up to raise money.
As you know I have worried about MannKind's cash crunch for years, I am still worried.
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Post by sportsrancho on Jun 6, 2018 7:55:58 GMT -5
If I purchased shares @ $6 based upon much improved scripts from the label change I wouldn't be happy. While it is possible the STAT study will improve scripts, I don't think it will be dramatic. The STAT study is the only near-term news besides TreT, MannKind will likely hype it up to raise money. As you know I have worried about MannKind's cash crunch for years, I am still worried. But do they care...they just short it and buy it back. We need something to get us off this merry-go-round, to move the stock in the short term. I would accumulate under $2 but I would not chase it on a pop:-) |
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Post by Deleted on Jun 6, 2018 8:03:32 GMT -5
I am assuming some of the buyers @$6 never shorted.
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Post by sportsrancho on Jun 6, 2018 8:26:01 GMT -5
I am assuming some of the buyers @$6 never shorted. If that is the case then they have a long-term vision so I wouldn’t assume they’re not happy. In fact they may be expecting great things. |
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Post by Deleted on Jun 6, 2018 8:53:39 GMT -5
If they were happy buying at $6 they would be lining up to buy it at $2. But, it appears the demand isn't there.
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Post by sportsrancho on Jun 6, 2018 9:36:43 GMT -5
If they were happy buying at $6 they would be lining up to buy it at $2. But, it appears the demand isn't there. That’s another assumption. Depends on who it was. Maybe that was a one time buy. Nevertheless we need institutional ownership to increase. And it seems to be. |
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Post by dreamboatcruise on Jun 6, 2018 11:45:48 GMT -5
If I purchased shares @ $6 based upon much improved scripts from the label change I wouldn't be happy. While it is possible the STAT study will improve scripts, I don't think it will be dramatic. The STAT study is the only near-term news besides TreT, MannKind will likely hype it up to raise money. As you know I have worried about MannKind's cash crunch for years, I am still worried. I don't think it would take a "dramatic" improvement in scripts to significantly change sentiment. The problem is that management is showing growth in revenue in their charts, which looks good, but it is glaring that NRx has basically been flat for around 8 months (discounting last couple of weeks, but hopeful about their meaning). If we start seeing NRx growing at a steady rate, even if not dramatic, I think it would convince investors to start coming aboard. If NRx is indicating new prescribers coming on board, it would be easy for those that believe in the science of Afrezza to believe the marketing issues are being worked out and growth would accelerate through network effect. But while it appears prescriber base hasn't grown at all over a long period, it is too easy for those that believe in the science to simply feel that the market isn't accepting of the product despite its superiority... the Betamax of the insulin world. |
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Post by mnholdem on Jun 6, 2018 12:57:24 GMT -5
I am assuming some of the buyers @$6 never shorted. If traders bought in on what amounted to a brief 3-5 day spike, hoping to make a quick buck, then they deserve what they got. The more prudent investors were actually selling a percentage of their positions when MNKD pps reached the $6 level and are now playing with free money if they re-invested their gains.
It amazes me sometimes how traders like to blame the company for those losses rather than acknowledging their own stupidity.
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