Monday's Call Conferece

[biotec]

Aug 7, 2014 18:38:53 GMT -5 babaoriley said:

I do like the fact you're singing, Spiro, it's part of MNKD fatigue syndrome for sure, and I'm certain it has therapeutic value! Did you get back into POET in time for today's run-up, that will not doubt turn into tomorrow's sorrow?! LOL!

I'll tell you what Monday will bring - more talk about ongoing negotiations, and some talk about what they plan to do with all that insulin they've committed to purchase; curious if the purchase is contingent on some sort of miracle, like Al Mann signing on the dotted line with a partner or two!

Remember we are at a 3.5Bill market cap.

[joeypotsandpans]

Aug 7, 2014 18:58:11 GMT -5 biotec said:

Aug 7, 2014 18:38:53 GMT -5 babaoriley said:

I do like the fact you're singing, Spiro, it's part of MNKD fatigue syndrome for sure, and I'm certain it has therapeutic value! Did you get back into POET in time for today's run-up, that will not doubt turn into tomorrow's sorrow?! LOL!

I'll tell you what Monday will bring - more talk about ongoing negotiations, and some talk about what they plan to do with all that insulin they've committed to purchase; curious if the purchase is contingent on some sort of miracle, like Al Mann signing on the dotted line with a partner or two!

Remember we are at a 3.5Bill market cap.

Don't get me started on the "3.5b market cap" spiel....I can think of quite a few companies that were valued a lot higher before any revenues came close to a positive p/e (and still are) without a tangible product(s).....as far as I'm concerned what does monday bring....a can't lose situation, either a nice relief rally, or the opportunity to get some rich valuation on selling some more puts...speaking of which, at what price would you love to pick up more shares...how about $5/sh...well at the close today the Jan15 7puts were about 1.50....any nice bear raid or fake out drops and you should be able to get to a 2.00 handle, how nice does that sound? so either way monday will be FINE! IMO

[babaoriley]

I really think there's a cancellation clause in that deal, unless, of course, MNKD has already made their partnership deal. The company we'd be buying from doesn't have to ramp up until our contingency period ends. But, in this fashion, MNKD can have some certainty going forward, and they likely paid for any right to terminate if things don't come to fruition with BP or Small P.

[thekindaguyiyam]

Aug 7, 2014 18:08:55 GMT -5 spiro said:

I don't know why, but I'm singing this song now. My big Greek nose is trying to tell me something. Or maybe I hit the ouzo too soon today. You decide. 

"Monday, Monday"

Monday, Monday, so good to me;
Monday morning, it was all I hoped it would be.
Oh, Monday morning, Monday morning couldn't guarantee
That Monday evening you would still be here with me.
Monday, Monday, can't trust that day;
Monday, Monday, sometimes it just turns out that way.
Oh, Monday morning, you gave me no warning of what was to be.
Oh, Monday, Monday, how could you leave and not take me?
Every other day, every other day
Every other day of the week is fine, yeah.
But when this  Monday comes - but when this Monday comes
You won't find me crying this time.
On Monday evening Spiro will be dancing all around
Monday morning, it was all I hoped it would be.
But Monday morning, Monday morning couldn't guarantee
That Monday evening you would still be here with me.
Every other day, every other day
Every other day of the week is fine, yeah.
But whenever Monday comes - but whenever Monday comes
You can't find me crying this time.
Monday, Monday, can't trust that day;
Monday, Monday, it just turns out that way.
Oh, Monday, Monday, won't go away;
Monday, Monday, it's here to stay.
Oh Monday, Monday
Oh Monday, Monday

[thekindaguyiyam]

not the song I would have expected from one looking like a mobster; kinda kills that look when in song. You sing; they start swaying to the music then you pull out your guns; while they tell you that they really like the lyrics and the way you sing them.

[frenchysxm]

Iyam I found this investment in MNKD from a suggestion you made on the LVS board 9 months ago. I was surprised you liquidated your LVS in favor of MNKD. If you could would you share your thoughts. With the Macu sector so beaten down LVS is a screaming buy. The Japan vote looks likely this fall and I would think market share should shift higher to LVS with growing mass to offset VIP. MNKD on the other hand will likely not produce until sales and volume from Afrezza. So the time frame appears to be much further out for MNKD at this point in time.

[joeypotsandpans]

Aug 7, 2014 13:35:07 GMT -5 joeypotsandpans said:

Aug 7, 2014 13:09:47 GMT -5 thekindaguyiyam said:

You know the expectation thing is a killer to the spirit.  Yet, Monday's inclusion of partnership announcement or lack of it; will determine the value of the stock in a significant way.  Tomorrow is options friday.  

I'd really like to hear from others their ideas on the topic of the "likelyhood" of a partnership announcement on or before Monday's close.   I know it's speculation.  I'm in my own mindset about this influenced by hope and so want to abandon my only internal view and hear from you.

Interesting to hear that the company that has produced testing insulin that is tested is the company we are now financially linked.  I hope this isn't being thought of: enough for the market without an announcement of partnership.     Trying to decide what stocks to sell for an unbelievable margin call due today and extended for me till tomorrow.   Margin is a blessing and a curse.

thanks

Really sorry to see this TKGIA, unfortunately that is exactly what I've been referring to as far as when other posters ask what the overall market being down has to do with MNKD which is facing a binary event...the shorts are well aware of a downside market and what it does as far as situations like yours...they are ruthless as we know and will take advantage of anything that helps aid their financial cause...hard to say without knowing what you have at your disposal to meet the call, the overall market looks like it has a little bit more of downside here before finding some decent support for a bounce so the timing of tomorrow for the margin call sucks...best of luck to you, hope it works out with as minimal damage as possible...with regard to MNKD it feels like it has compressed down here at the current lows and is ripe for some good news to get it back on it's upward path...calls have been going out again for shares and according to IB today the available shares are as follows as I type this:

Symbol: MNKD

Availability: 80'000

Exchanges: NASDAQ

Not good for those short IMO if we get the news we hope for, hang in there

Just an update on what IB is showing for shares available to short:


Symbol: MNKD

Availability: NA

Exchanges: NASDAQ



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