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Post by figglebird on Aug 3, 2018 7:49:59 GMT -5
Was the first time management seized control of a narrative that has for so long eluded them. It was the most focused team oriented presentation I have heard in three years. Their choice of metrics displayed unique depth and understanding of trajectory by utilizing what others cannot - the novel component - connecting that to "one patient at a time" underscores endless misinformation and/or misunderstanding about prandial adherence. This sub sector of diabetic care has been so profitable that it doesn't seem to matter whether or not endless refills of novolog etc actually get used. They don't. But they do get refilled, stack up.
The game is slowly changing on many fronts - yesterday's call articulated the dark horse rising.
These guys are dialed in and doing the best they can on every level.
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Post by Deleted on Aug 3, 2018 10:23:41 GMT -5
I also noticed Mike didn't focus too much on the RECAP or raising cash. I'm hoping they will announce a GLOBAL DEAL with serious cash that will take them to CF breakeven. Time is running out and yes they are making progress but it's time to put a stake in the ground and get WALL STREET behind them.
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Post by thekid2499 on Aug 3, 2018 10:30:36 GMT -5
That is my hope too. They seem to be very focused on reducing outstanding debt. They may be doing that to clear the way for a partner who doesn't want a substantial overhang.
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Post by cretin11 on Aug 3, 2018 11:07:34 GMT -5
Was the first time management seized control of a narrative that has for so long eluded them. It was the most focused team oriented presentation I have heard in three years. Their choice of metrics displayed unique depth and understanding of trajectory by utilizing what others cannot - the novel component - connecting that to "one patient at a time" underscores endless misinformation and/or misunderstanding about prandial adherence. This sub sector of diabetic care has been so profitable that it doesn't seem to matter whether or not endless refills of novolog etc actually get used. They don't. But they do get refilled, stack up. The game is slowly changing on many fronts - yesterday's call articulated the dark horse rising. These guys are dialed in and doing the best they can on every level. I agree they had a better control of the narrative, I liked the tone. And i've actually felt good about the previous couple of CCs too. On the downside Mike virtually confirmed that dilution is coming (again), but at least recognized that they don't want that to be the "predominant" method of extending the runway. I suppose that could be taken as a good or a bad thing, the proof will be in the pudding. |
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Post by babaoriley on Aug 3, 2018 11:27:02 GMT -5
Ah, yes, the pudding. We'll see.
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Post by Chris-C on Aug 3, 2018 19:48:25 GMT -5
I was not able to listen real time yesterday so went back to hear the replay while I was working out. I considered it a good call. I'm impressed with everyone on the team and they seem focused. I thought they addressed their strategy in a straightforward manner. They understand the hurdles and have plans to address them. Many are matters that could have been done more creatively under prior leadership but were not. No one following this stock can help but be aware of the following: The plan seems to be working, progress is measurable and the effort seems focused and objectives seem viable. There is not much sense in second guessing what was done (or not done) by previous executive teams (most everyone is trying to do the best job they can). One has the impression that the company needs another year of progress to be on solid ground, but having the cash to get there is going to be most challenging while the SP is so low. (Please don't tell me it's coincidental that a Seeking Alpha hit piece is published the day after an encouraging CC.)
Reading some of the posts on this board makes it clear that the shorts are in abundant supply. One could have concluded based on some posts that the call was a eulogy. Do your own due diligence. We've been this low before and bounced back up. Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. The encouraging script growth tends to support that the efforts are working, that was well explained. I'm going to be buying at these levels and expect to hear some news in the near future about funding. Perhaps a plan is in the works. We should all fervently hope so.
I have no problem with investors who short legally and without malice. People who post negative stories, claim they have no stake, and then post Tweets celebrating volume and price declines are malicious and an evil menace to honest investors. Karma will take care of them, it always does.
Regards to all patient and tenacious long investors. It's been a test so far, and the going may get rougher. hang in here!
Chris_C
Hanging Long and Strong
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Post by mytakeonit on Aug 3, 2018 19:57:31 GMT -5
It didn't really bother me because I got to buy some really cheap shares. I just wish they could have done it a couple of days earlier.
sigh ... BUT, I don't think too many shorts escaped because only 11M shares traded and we may have gotten most of those shares.
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Post by mango on Aug 3, 2018 20:05:37 GMT -5
Today's attack = desperation.  |
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Post by mytakeonit on Aug 3, 2018 20:38:06 GMT -5
Okay ... thought about it again and I am glad that it happened today. It would have been worse if it happened on Wednesday after I got my money transfer put in by E*Trade. Why? Because I would have bought in 3 hours before the close AND today's action was in the last 2 hours. I would have been going ... AAARRRRRGGGGGHHHHH !!!!
End of story ...
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Post by buyitonsale on Aug 3, 2018 20:54:06 GMT -5
I wonder if there are discussions in the boardroom about share price manipulation and the huge short position.
I believe that there is a wealthy person or entity out there that appreciates what MNKD has and can help
financially while making a lot of money in the process...
Those board members need to start thinking outside the box.
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Post by tomtabb on Aug 3, 2018 21:38:57 GMT -5
That is my hope too. They seem to be very focused on reducing outstanding debt. They may be doing that to clear the way for a partner who doesn't want a substantial overhang. I can't help but wonder whether they are mostly focused on satisfying their obligations to Deerfield. Deerfield, as I understand it, basically has a lien on everything MNKD owns, so it makes sense to get them repaid as quickly as possible since that has to be a hindrance to any deal negotiation. The one thing I noticed is that, despite improving finances and sales, Deerfield continues to insist on 20 million dollars cash on the balance sheet at the end of each quarter. They must know that puts a severe burden on the company. If they were interested in helping MNKD out they would at least remove that requirement. |
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Post by slugworth008 on Aug 3, 2018 21:40:04 GMT -5
Was the first time management seized control of a narrative that has for so long eluded them. It was the most focused team oriented presentation I have heard in three years. Their choice of metrics displayed unique depth and understanding of trajectory by utilizing what others cannot - the novel component - connecting that to "one patient at a time" underscores endless misinformation and/or misunderstanding about prandial adherence. This sub sector of diabetic care has been so profitable that it doesn't seem to matter whether or not endless refills of novolog etc actually get used. They don't. But they do get refilled, stack up. The game is slowly changing on many fronts - yesterday's call articulated the dark horse rising. These guys are dialed in and doing the best they can on every level. Well it sure didn't help the PPS |
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Post by slugworth008 on Aug 3, 2018 21:41:43 GMT -5
I wonder if there are discussions in the boardroom about share price manipulation and the huge short position. I believe that there is a wealthy person or entity out there that appreciates what MNKD has and can help financially while making a lot of money in the process... Those board members need to start thinking outside the box. <iframe width="22.819999999999936" height="5.159999999999997" style="position: absolute; width: 22.819999999999936px; height: 5.159999999999997px; z-index: -9999; border-style: none;left: 15px; top: -5px;" id="MoatPxIOPT0_67203274" scrolling="no"></iframe> <iframe width="22.819999999999936" height="5.159999999999997" style="position: absolute; width: 22.82px; height: 5.16px; z-index: -9999; border-style: none; left: 1082px; top: -5px;" id="MoatPxIOPT0_40068429" scrolling="no"></iframe> <iframe width="22.819999999999936" height="5.159999999999997" style="position: absolute; width: 22.82px; height: 5.16px; z-index: -9999; border-style: none; left: 15px; top: 196px;" id="MoatPxIOPT0_92649205" scrolling="no"></iframe> <iframe width="22.819999999999936" height="5.159999999999997" style="position: absolute; width: 22.82px; height: 5.16px; z-index: -9999; border-style: none; left: 1082px; top: 196px;" id="MoatPxIOPT0_9216470" scrolling="no"></iframe> I've been hoping for that for a loooong time. SOmeone with deep pockets surely could step in - but they haven't. Brutal |
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Post by bones1026 on Aug 3, 2018 21:50:37 GMT -5
I was not able to listen real time yesterday so went back to hear the replay while I was working out. I considered it a good call. I'm impressed with everyone on the team and they seem focused. I thought they addressed their strategy in a straightforward manner. They understand the hurdles and have plans to address them. Many are matters that could have been done more creatively under prior leadership but were not. No one following this stock can help but be aware of the following: The plan seems to be working, progress is measurable and the effort seems focused and objectives seem viable. There is not much sense in second guessing what was done (or not done) by previous executive teams (most everyone is trying to do the best job they can). One has the impression that the company needs another year of progress to be on solid ground, but having the cash to get there is going to be most challenging while the SP is so low. (Please don't tell me it's coincidental that a Seeking Alpha hit piece is published the day after an encouraging CC.) Reading some of the posts on this board makes it clear that the shorts are in abundant supply. One could have concluded based on some posts that the call was a eulogy. Do your own due diligence. We've been this low before and bounced back up. Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. The encouraging script growth tends to support that the efforts are working, that was well explained. I'm going to be buying at these levels and expect to hear some news in the near future about funding. Perhaps a plan is in the works. We should all fervently hope so. I have no problem with investors who short legally and without malice. People who post negative stories, claim they have no stake, and then post Tweets celebrating volume and price declines are malicious and an evil menace to honest investors. Karma will take care of them, it always does. Regards to all patient and tenacious long investors. It's been a test so far, and the going may get rougher. hang in here! Chris_C Hanging Long and Strong “I have no problem with investors who short legally and without malice. People who post negative stories, claim they have no stake, and then post Tweets celebrating volume and price declines are malicious and an evil menace to honest investors. Karma will take care of them” Perfectly said Chris..That’s what keeps me up more at night than then the $....hate seeing evil win...for now |
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Post by straightly on Aug 4, 2018 11:03:17 GMT -5
I was not able to listen real time yesterday so went back to hear the replay while I was working out. I considered it a good call. I'm impressed with everyone on the team and they seem focused. I thought they addressed their strategy in a straightforward manner. They understand the hurdles and have plans to address them. Many are matters that could have been done more creatively under prior leadership but were not. No one following this stock can help but be aware of the following: The plan seems to be working, progress is measurable and the effort seems focused and objectives seem viable. There is not much sense in second guessing what was done (or not done) by previous executive teams (most everyone is trying to do the best job they can). One has the impression that the company needs another year of progress to be on solid ground, but having the cash to get there is going to be most challenging while the SP is so low. (Please don't tell me it's coincidental that a Seeking Alpha hit piece is published the day after an encouraging CC.) Reading some of the posts on this board makes it clear that the shorts are in abundant supply. One could have concluded based on some posts that the call was a eulogy. Do your own due diligence. We've been this low before and bounced back up. Any positive announcement regarding NDAs pending approval in an ex-USA country and we have a completely different story going on. The encouraging script growth tends to support that the efforts are working, that was well explained. I'm going to be buying at these levels and expect to hear some news in the near future about funding. Perhaps a plan is in the works. We should all fervently hope so. I have no problem with investors who short legally and without malice. People who post negative stories, claim they have no stake, and then post Tweets celebrating volume and price declines are malicious and an evil menace to honest investors. Karma will take care of them, it always does. Regards to all patient and tenacious long investors. It's been a test so far, and the going may get rougher. hang in here! Chris_C Hanging Long and Strong Well said. But you forget the most important point: Our revenues are at all time high and growing quite nicely. I believe that there is an accounting error or accounting mis-understanding in our prescription counts. |
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