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Post by joeypotsandpans on Aug 18, 2014 10:48:00 GMT -5
Rather than respond and contribute any cent to this POS (and I encourage all not to even give one ounce of possible dignity by responding to his article) I decided to vent on a thread here. Not only that but it was the only way I could respond to Derek L's response as well without giving any benefit to the so called author. Obviously he has taken MNKD and tried to compare it to JNJ, ARNA, & DNDN, a mature worldwide leader in healthcare, an upstart biotech that produced a product which is competing directly with another company that produced almost an identical product almost at the same time, and a pioneer biotech (which has the arrows in its back after leading the first cancer vaccine to market but unfortunately at an extreme market price and logistics which can't sustain sales.
So he has compared MNKD to three situations which don't apply here. Obviously J&J is a mature BP giant (in which case you could have substituted in dozens of BP's that spit out dividends yet would not have the potential appreciation of a company such as MNKD.) ARNA would be the closest of the three to try and make a comparison, however, as I had mentioned in Realisticview's article where he states this time AF was right I believe that they have much more of an uphill battle regarding their current flagship product due to the competitive environment with VVUS. Finally, to try and compare MNKD to DNDN as far as DNDN's market capability with it's price and cost structure is not even in an apples to oranges but rather in a opposite ends of the spectrum mode.
But what really caught me was Derek's comment where he states "great article" and criticizes those that have been long the stock insinuating that most longs were hyping it with grandiose numbers and "following the herd". While I don't disagree with his statement of manipulation could work both ways, he should have differentiated between those truly long and those pumping for quick trade purposes. Derek has stated that he has sold his entire position, so I guess he has quite a bit of time on his hands to care about the remaining shareholders. Sorry Derek, but to endorse this pedophiles trash article that was poorly put together in the first place just really irked me, he (the pedophile) has not been heard from for quite some time during the run up and then surfaces with some chicken sh*t article with poor comparisons to justify his as you put it "following the herd" dangers. Most of the longs that I know of are not following any herds but believe in the long term future of the company based on its science and technology as a true game changer. If day traders and shorts enter into the fray that can distort any pps for a period of time, but as you say the market will eventually be efficient. Just don't lump all longs together in a general statement and say they're all part of a herd mentality...don't forget you were one of those longs very recently...or were you?
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retailinvestor360
Newbie
I am highly open to questions, inputs, advices, as I learn tremendously from readers/friends
Posts: 12 
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Post by retailinvestor360 on Aug 18, 2014 12:50:44 GMT -5
Good post my friend! Did you see MD Research's comment? That was Retail Investor 360! We had to make sure that readers acknowledged that he indeed lied. If you guys are thinking who is the weakest link (or one of the weakest links) among this group shorting MannKind, that's EnhydrisPECorp! 360 isn't a stranger to going toes-to-toes with the strongest amongst the shorts, but when we press charges we preferred to take out the weakest link as it is resourceful! Even if he is in the Philippines, we will go to the depth of the ocean to ensure that MannKind is in good hands. We have connection overseas by the way!
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Post by alethea on Aug 18, 2014 14:19:24 GMT -5
Rather than respond and contribute any cent to this POS...... But what really caught me was Derek's comment where he states "great article" and criticizes those that have been long the stock insinuating that most longs were hyping it with grandiose numbers and "following the herd". While I don't disagree with his statement of manipulation could work both ways, he should have differentiated between those truly long and those pumping for quick trade purposes. Derek has stated that he has sold his entire position, so I guess he has quite a bit of time on his hands to care about the remaining shareholders. Sorry Derek, but to endorse this pedophiles trash article....
Thanks. |
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Post by 4Balance on Aug 18, 2014 14:34:11 GMT -5
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Post by 4Balance on Aug 18, 2014 15:01:33 GMT -5
One of the folks commenting on the article included a link to a 2009 case of a 30-yo college professor who tried to "hook up" with a 14-yo. The person commenting believed the SA author to be the professor.
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Post by chauffe00 on Aug 18, 2014 15:12:42 GMT -5
Rather than respond and contribute any cent to this POS (and I encourage all not to even give one ounce of possible dignity by responding to his article) I decided to vent on a thread here. Not only that but it was the only way I could respond to Derek L's response as well without giving any benefit to the so called author. Obviously he has taken MNKD and tried to compare it to JNJ, ARNA, & DNDN, a mature worldwide leader in healthcare, an upstart biotech that produced a product which is competing directly with another company that produced almost an identical product almost at the same time, and a pioneer biotech (which has the arrows in its back after leading the first cancer vaccine to market but unfortunately at an extreme market price and logistics which can't sustain sales. So he has compared MNKD to three situations which don't apply here. Obviously J&J is a mature BP giant (in which case you could have substituted in dozens of BP's that spit out dividends yet would not have the potential appreciation of a company such as MNKD.) ARNA would be the closest of the three to try and make a comparison, however, as I had mentioned in Realisticview's article where he states this time AF was right I believe that they have much more of an uphill battle regarding their current flagship product due to the competitive environment with VVUS. Finally, to try and compare MNKD to DNDN as far as DNDN's market capability with it's price and cost structure is not even in an apples to oranges but rather in a opposite ends of the spectrum mode. But what really caught me was Derek's comment where he states "great article" and criticizes those that have been long the stock insinuating that most longs were hyping it with grandiose numbers and "following the herd". While I don't disagree with his statement of manipulation could work both ways, he should have differentiated between those truly long and those pumping for quick trade purposes. Derek has stated that he has sold his entire position, so I guess he has quite a bit of time on his hands to care about the remaining shareholders. Sorry Derek, but to endorse this pedophiles trash article that was poorly put together in the first place just really irked me, he (the pedophile) has not been heard from for quite some time during the run up and then surfaces with some chicken sh*t article with poor comparisons to justify his as you put it "following the herd" dangers. Most of the longs that I know of are not following any herds but believe in the long term future of the company based on its science and technology as a true game changer. If day traders and shorts enter into the fray that can distort any pps for a period of time, but as you say the market will eventually be efficient. Just don't lump all longs together in a general statement and say they're all part of a herd mentality...don't forget you were one of those longs very recently...or were you? Now that defines LONG & STRONG!!! |
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Post by 4Balance on Aug 18, 2014 15:34:35 GMT -5
I have interacted with Derek quite a bit on OPC's board. He definitely has more of a pessimistic bent, but far less than OPC. I think Derek tries to see through the pumpers and dumpers--but using grey-tinted glasses. He realizes that we're probably in for a rocky ride over the next several months and, with few significant events on the horizon, seems to be [somewhat] backing away from MNKD for a while.
I think this is the comment to which Joey is referring:
"Great article. I like the fact that you focus on the risk of following the herd, and don't just go ad hominem on MNKD, whose product is fine, approved, and with a great future, but whose recent partnering deal did not meet some investors unrealistic expectations (and thus the selling). Shows that the myth of the paid basher and "market manipulators" pale in comparison to pied piper cheerleaders that just want you to enter into a stock in order to help them get a better sell price.
You know, some companies even get in trouble for being sloppy in their communications and making claims that don't pan out, leading to investor disappointment and selling pressure.
Why is it market manipulation when the share price goes down by 30%, but not when it doubles? Fact is, it's neither. MNKD stock is simply volatile due to day traders coming in & out. Some were howling on Friday abt manipulation when the stock price went down 3%. Well it's up 3% today - is that manipulation? Of course not, and it wasn't on Friday.
Biotech is risky, and investing (or staying invested) in a stock that has had a huge runup entails risk of sentiment turning. Plain & simple. No villains, no heroes, just an efficient capital market."
Later on he says: " I have disdain for lies, bearish & bullish, and there's plenty of both in biotech."
I know a little about Derek as a person, and I think he's a somewhat like me...sincerely looking for Truth. The main way he and I differ re MNKD is that he seems to focus on the label--the limits of the positives--whereas I prefer to view Afrezza's use more broadly...to include the roles of GPs, endos, NPs, PAs, patients, etc. in exploring [perhaps] off-label uses. The science, itself, gives us a lot to work with.
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Post by mnkdd on Aug 18, 2014 15:40:53 GMT -5
On the other hand, I'm sure this Derek fellow would be thrilled if he could buy back in at a lower price.
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Post by 4Balance on Aug 18, 2014 15:53:05 GMT -5
On the other hand, I'm sure this Derek fellow would be thrilled if he could buy back in at a lower price. I think he probably will, mnkdd...just looking for the right re-entry prices...I use the plural, because I suspect he would buy over time. (Really speculating here...but that's what I would do, had I liquidated my shares for a nice profit.) |
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Post by jpg on Aug 18, 2014 16:09:21 GMT -5
Wasn't Derek the guy who, almost in a panic, told everyone to bail at close to the lowest price just before the adcom?
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Post by alethea on Aug 18, 2014 16:13:27 GMT -5
Thank you for the response!
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Post by 4Balance on Aug 18, 2014 16:30:51 GMT -5
Wasn't Derek the guy who, almost in a panic, told everyone to bail at close to the lowest price just before the adcom? Perhaps not...he purchased shares on 3/31. I would have to search the older posts in the other forum, and that's just too hard, given the way info is organized in this type of message board. Someone else could remember, since he is one of the thought leaders in the other group, and used to be in this one. |
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Post by alethea on Aug 19, 2014 9:14:39 GMT -5
Wasn't Derek the guy who, almost in a panic, told everyone to bail at close to the lowest price just before the adcom? Yes. He absolutely was. |
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Post by derek2 on Aug 19, 2014 19:38:14 GMT -5
Joey, can you PLEASE clarify for the board that your issue with me is that I agreed with that SA author that following the herd into spec stocks is risky, and not that I'm the author?
The only name you use in your posting is mine, under a headline with the word "Pedophile". By using the pronoun "he", the reader could well be led to misunderstand that I was the maligned (and malignable) author. See how that might upset me? I'm sure that was an honest mistake, so please rectify it and there will be no hard feelings. It's important enough to me that I re-registered in order to set the record straight.
While we're at it:
1. I went flat on MNKD before the Adcom, but did not urge anybody to sell. I was explicit about what my re-entry point would be, and it hit, so lucky me.
2. I didn't know the SA author's background when I posted, as the exchange between me & biopeon on the thread (which nobody quoted)
I stand by my views on cheerleaders (not most longs - I never said that, although you read into what I actually said). Willful distortion, either optimistic or pessimistic, is spin and is dishonest and dangerous to investors.
And yes, I recently sold. I see fair value as about $4.50 right now. You can disagree and chuckle if the share price now rises. You can also disagree with my views on paid bashers and the power of shorts.
But holy smokes do NOT conflate my posting on that thread with approving of child luring, especially given the proof on the thread that I had no idea about the guy's history when I posted.
My name was brought up in 11 of the 12 posts on this "Pedophile crawls out...." thread. Sean Vincent, the convicted sex offender? Not once. The only poster who didn't wad Dr Tran. Thank you, Dr Tran. Also, thank you 4balance for posting what I had written. Many still won't like it, but it was not talking about "most" of anything.
So let's set this straight okay? You may have disdain for my valuation of MNKD and you may feel I'm foolish for selling. Fine. But clarify that posting.
Derek
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Post by BD on Aug 19, 2014 20:05:59 GMT -5
FWIW, I was totally clear that the "pedophile" was not Derek....
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