|
|
Post by babaoriley on Aug 9, 2014 1:01:46 GMT -5
First of all , I want to say Thank You to all of you !! I actually feel silly posting here as you all are way more intelligent than myself when it comes to Mannkind & investing . Having said that, I'm feeling quite pessimistic about Mondays CC , not sure why , but I suppose I'd rather expect the worst ( no partnership/BO announcement ) so I can be mentally prepared for an ugly Tuesday ./ that way perhaps I'll be pleasantly surprised if I'm wrong  I'm usually an optimist but I'll go with a 2 out of 10 ... Thanks again to all of you !! I'm holding long & strong regardless !! & I truly hope my pessimism is unfounded ! I look forward to the day that I can stop reading about Mannkind !! Or at least take a hiatus ,) Lynn If I were in a hospital, in true need, I'd much rather have you and your colleagues around than have to call one of these "more intelligent" posters!! Give yourself the credit you deserve, Lynn... but be careful, don't give yourself too much, or we'll call you on it! LOL! My number is 2.5 out of 10, I figure one in four chance we get news of a partnership, a buyout at this stage, 1 out of 30 (and that's exactly why the shorts would be caught with their pants down and their margins up!!) |
|
|
|
Post by jpg on Aug 9, 2014 1:57:03 GMT -5
If the 6 - 8 weeks started June 27, we're just at the 6-week mark. If memory serves me, Hakan was enthusiastically supporting a "sooner" timeframe, and Matt a more cautionary timing. So, I believe both intended 6 weeks to be the minimum...with a partnership announcement closer to the 8-week mark. I think we'll hear something by the end of the month. Probability of Monday? 4 on a scale of 1 to 10. I don't really see why they would have set a minimum. I view this as more a likely range... and if I were them I would have taken the real range I thought likely and slid it out a bit. You gotta figure that the stock price would start acting adversely once the stated time period is exceeded. So if they were smart they would have left some extra breathing room beyond what was thought needed. Coupled that with the fact that they signed the insulin deal, which could have been delayed another couple of weeks to avoid explaining committing to over hundred million in expense without a sales force... and I'd give probability of partnership Monday as 7.63 (if my stochastic model is correct). Not to be picky but I would argue 7.624398... JPG |
|
|
|
Post by mnholdem on Aug 9, 2014 6:15:27 GMT -5
I kind of feel like I did before the Adcom, confident, yet a bit nervous from the beating over the years. The Adcom turned out to be amazing. So, I am optimistic that they wouldn't have a conference call unless they have something significant to say. I also remember Al saying that soon the investors will be very happy. I am giving it a 9 but prepared for the worst. I keep hearing about Al saying that soon investers will be very happy. But I don't recall hearing this. When was this said? Was it a CC? To my knowledge, Al never uttered those words and he would not be that stupid. In every interview I've read Al couches his words very carefully. Folks might be referring to docnaz123 from YMB and are misquoting Al. Kinda like my wife is fond of saying, "You have a perfect memory... it's just short."  |
|
|
|
Post by indigodaisy on Aug 9, 2014 8:12:06 GMT -5
A couple people on YMB remembered the comment as well, however recalled him saying "hopefully investors will be happy". It was sometime after Adcom and before approval. I have searched all the transcripts and listened to the shareholders meeting again and couldn't find it. My mind is so wrapped up in Mannkind, maybe I am remembering wishful thinking.
|
|
|
|
Post by mnkd2014 on Aug 9, 2014 9:35:49 GMT -5
Indigo,
If I remember it right, I believe Al's comment about happy investors came from this year's annual shareholder meeting.
|
|
|
|
Post by babaoriley on Aug 9, 2014 9:53:13 GMT -5
Indigo, If I remember it right, I believe Al's comment about happy investors came from this year's annual shareholder meeting. That's correct, in terms of timing. And I'm 80% sure it was Al; but might it have been Hakan? One of the two said words to that effect at that meeting; it may have been after the microphones were off. |
|
|
|
Post by orlon on Aug 9, 2014 12:32:26 GMT -5
Put me down as a 2. Based on the past five years of conference calls, high expectations which declined after each call, disappointment after each call, and finally the ho-hum attitude when the next call approaches, leads me to believe Monday will be no different. We can expect the same answers to questions about partnerships as in the past. In fact, I'm thinking of getting the last quarterly script and compare to Monday. We've all been there before, don't get your up.
|
|
|
|
Post by Chris-C on Aug 9, 2014 12:44:29 GMT -5
This is really tough, because complex deals take time to negotiate. It is possible that it could be more than one, as happened with BMS and AZN in their pathetically low buyout of AMLN. I agree that if the call was later in the month, the chances of a definitive announcement would be higher. If no pre-market announcement occurs, I'd say my confidence is 5 that there will be one at the CC. There WILL be guidance, however. I just hope it differs from the standard line, which fuels the FUD the shorts have been using ad nauseum.
If, as reported, AF is predicting an announcement, I'll expect the opposite. A snake does what a snake does. Frankly, I believe in this drug and company and its success long term. I think it will provide a better return with a partnership than with a buyout at this juncture. I'm an investor. The meaning of investor in my lexicon is vastly different than that of trader. Some investors I respect see this stock as having very significant growth and return potential over the next 5 years.
GLTAL
Chris-c
|
|
|
|
Post by thekindaguyiyam on Aug 9, 2014 12:52:47 GMT -5
Every time I think I'm right I end up wrong. As a result I don't want to influence everyone else vote.
I will say that my cup is more than half full.
|
|
|
|
Post by noonen on Aug 9, 2014 13:14:07 GMT -5
Every time I think I'm right I end up wrong. As a result I don't want to influence everyone else vote. I will say that my cup is more than half full. in exactly the same boat here. the perfect "anti-analyst" is sometimes how i refer to my stock feelings. even knowing that, I'm still more on the cup is past the halfway point and filling side.. |
|
|
|
Post by joeypotsandpans on Aug 9, 2014 13:24:30 GMT -5
Pots and Pans, it depends on the size of the torch the shorts will try to use. I am hoping it would be one the little hand held tanks, then we might only get singed. I am not good at predicting prices, especially with MNKD. On a nice hot mid august day at 5p est. I shall grab a nice cold refreshing piece of karpouzi and enjoy listening to a well anticipated CC. If they bring a torch, the larger the better so the higher the premium I get from selling more puts to those that really don't want to buy them but have to, "to make a market", although I would expect the flame on that torch to be a fleeting one and go out rather quickly as they have in the recent past  enjoy the rest of your weekend! |
|
|
|
Post by nialla44 on Aug 9, 2014 13:33:28 GMT -5
A couple people on YMB remembered the comment as well, however recalled him saying "hopefully investors will be happy". It was sometime after Adcom and before approval. I have searched all the transcripts and listened to the shareholders meeting again and couldn't find it. My mind is so wrapped up in Mannkind, maybe I am remembering wishful thinking. I posted to YMB having to do with Al Mann based on what he said and mannerism. His statement about "I hope the investors will be happy" is not in the transcript, but that comment was right at the end, and it was said as an aside comment. The following is a copy/paste from my post on YMB:
1) From the Annual Meeting and what I thought a little unusual was Al talking about Technosphere, almost as if he was trying to highlight it. With Afrezza at that time, was not approved yet, I thought Technosphere would only be dealt with in passing. But like I said, Al towards the end of the Annual Meeting seemed to be pushing the idea of Technosphere forward. 2) Al at the end of the meeting said (I'm saying this from recollection only but I think I'm accurate) "I hope the investors will be happy." From that statement "I hope" was a little troublesome, because I want the deal to be so great, that investors will most certainly be happy. On the other hand, you can't please everyone....some will want a buyout, others will want some type of partnership configuration. So from the 2 items above that I commented on, plus we now know that MNKD wants to purchase addtional land, leads me to believe it most likely has something to do with Technosphere. That could really be big. Also, Kevin found a new patent filing/accepted using Technosphere. |
|
|
|
Post by mannmade on Aug 9, 2014 14:37:08 GMT -5
A couple people on YMB remembered the comment as well, however recalled him saying "hopefully investors will be happy". It was sometime after Adcom and before approval. I have searched all the transcripts and listened to the shareholders meeting again and couldn't find it. My mind is so wrapped up in Mannkind, maybe I am remembering wishful thinking. As the biggest investor in Mannkind, if Al Man is happy, than I am sure I will be happy... |
|
|
|
Post by spiro on Aug 9, 2014 15:00:02 GMT -5
I would like to see just two words on Monday, before 4:00 P.M.
Trading Halted Ok,, it doesn't have to be in bold print, just Trading Halted.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Aug 9, 2014 15:25:36 GMT -5
In 1946 I came out of the Army and started dating a girl that horsed me around for about 10 years. just like MNKD is doing to us now (first you say you will, and then you do won't....). Then we married and still are to this day. Count me in as a 10.
|
|
I'm usually an optimist but I'll go with a 2 out of 10 ... 
enjoy the rest of your weekend!
