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Post by sportsrancho on Aug 9, 2020 15:00:17 GMT -5
He’s great. I think we can all learn from the way he invests.
I had way too much money in this stock ..and that was a mistake. I have to keep my money working for me. I’m diversified now and when a stock I own goes on a run and doubles like with Carvana, I take profits, then I can buy more Mannkind shares lower.
From the looks of the “other Stocks thread” many are doing the same. Opportunities abound.
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Post by nylefty on Aug 9, 2020 15:06:17 GMT -5
Interesting observation about the small number of people who comment. I have commented rarely, when I felt I had something meaningful to add. I do read the postings but find many are inane and/or reflect a lack of corporate experience or knowledge. I've been an investor in MNKD for about 6 years, roughly the same time I have been a subscriber to Nate's Notes (notwallstreet.com). Over the years I have made impressive returns following Nate's counsel. His newsletter is among the highest ranked newsletters by Hulbert Ratings for 5, 10 and 15 years (which you can check for yourselves). Nate advocates continued patience. While I, too, am impatient to see MNKD soar, I place much higher value in Nate's counsel than in the many ramblings on the board. According to Hulbert, as of July 31.2020 Nate's model portfolio was up 40.16 percent in the previous 12 months. His average annual returns in that portfolio were 11.93 percent in five years, 17.16 in ten years, and 13.30 percent in 15 years. |
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Post by apidistra on Aug 9, 2020 15:11:47 GMT -5
Interesting observation about the small number of people who comment. I have commented rarely, when I felt I had something meaningful to add. I do read the postings but find many are inane and/or reflect a lack of corporate experience or knowledge. I've been an investor in MNKD for about 6 years, roughly the same time I have been a subscriber to Nate's Notes (notwallstreet.com). Over the years I have made impressive returns following Nate's counsel. His newsletter is among the highest ranked newsletters by Hulbert Ratings for 5, 10 and 15 years (which you can check for yourselves). Nate advocates continued patience. While I, too, am impatient to see MNKD soar, I place much higher value in Nate's counsel than in the many ramblings on the board. Absolutely agree with every sentence. Well said! |
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Post by agedhippie on Aug 9, 2020 15:43:52 GMT -5
Nice outside the box Covid ideas -- even if Matt and Aged reject (like always) insert smiley face. The focus of this thread is to share ideas to sell Afrezza.
I don't know how Mike C. can sit idle with such low weekly scripts and not radically change things. (Note to Mike: It's time for some Hail Mary passes -- even if some fall flat and Indy cars don't count)
What is the weakest part of MNKD? -- it's Legal Department (if they have one)
1. Never could understand why MNKD didn't sue the FDA for Martin Shikel (pharma bro) involvement in second FDA rejection in 2011 ? 2. On the day of FDA approval -- Wall street players published messages that Afrezza was rejected again and killed our stock rally. But, MNKD legal dept. did nothing. 3. Afrezza was approved with Black Box warning --- this is where MNKD legal dept should have bargained "Drop the Black Box or we sue for offenses 1 and 2 above" I beginning to think this is straight up trolling. You cannot sue the FDA for the actions of an unrelated party. Martin Shkreli and not the FDA is responsible for the actions of Martin Shkreli. Likewise Wall Street players are responsible for killing the rally and not the FDA. Threatening to sue the FDA for either those actions if the black box warning was not withdrawn as an idea is laughably stupid unless the aim was to spend the next year under criminal investigation while the police decided who in Mannkind would be prosecuted. So sadly yes, Aged will continue to reject hare-brained ideas. |
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Post by jasper27 on Aug 9, 2020 16:41:16 GMT -5
Please Aged, about Mnkd suing the FDA:
1. The FDA was on course to approve Afrezza the last week of Dec. 2010. (For proof approval was on course -- they busted FDA insiders who had bet on Mnkd approval and previously they were never wrong)
2. Then, enter Martin Schikel's email on Dec. 24 claiming a non-bridged study (If you or I wrote an email to the FDA on Christmas Eve would anyone read it (no) and would anyone be in the office that close to a holiday (no). 3. The head of FDA in 2010 was a lady named Hamburg and her husband was an executive at Novo or some big BP that dealt in diabetic care.
Did you notice my lawyer training never points to Martin S. and squarely to characters inside the FDA?
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Post by uvula on Aug 9, 2020 18:28:15 GMT -5
Uvula -- I've been invested in MNKD for 12 years. Does that make me worthy to post? And thanks Sports for saying I (and others) are welcome here.
As for Afrezza's low sales: "It's a riddle, wrapped inside an enigma, but perhaps there is a key"
Look up that quote and Gordian Knot --- maybe I haven't solved Afrezza sales but I do bring intellect and humor  Of course you’re welcome to post! And to receive the same treatment everyone gets by investors and non-investors alike! And don’t feel bad, I made similar posts as yours (some years ago). Live and learn. If you've been an investor for a long time then you understand why some of us can be grumpy at times. You are worthy. We are all worthy. |
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Post by cretin11 on Aug 9, 2020 18:56:35 GMT -5
Please Aged, about Mnkd suing the FDA:
1. The FDA was on course to approve Afrezza the last week of Dec. 2010. (For proof approval was on course -- they busted FDA insiders who had bet on Mnkd approval and previously they were never wrong)
2. Then, enter Martin Schikel's email on Dec. 24 claiming a non-bridged study (If you or I wrote an email to the FDA on Christmas Eve would anyone read it (no) and would anyone be in the office that close to a holiday (no). 3. The head of FDA in 2010 was a lady named Hamburg and her husband was an executive at Novo or some big BP that dealt in diabetic care.
Did you notice my lawyer training never points to Martin S. and squarely to characters inside the FDA?
When is the last time any company attempted a lawsuit like that against the FDA and had even a hint of success? I don’t know if you’re trolling, but such a lawsuit would have zero chance. |
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Post by longliner on Aug 9, 2020 20:48:20 GMT -5
Please Aged, about Mnkd suing the FDA:
1. The FDA was on course to approve Afrezza the last week of Dec. 2010. (For proof approval was on course -- they busted FDA insiders who had bet on Mnkd approval and previously they were never wrong)
2. Then, enter Martin Schikel's email on Dec. 24 claiming a non-bridged study (If you or I wrote an email to the FDA on Christmas Eve would anyone read it (no) and would anyone be in the office that close to a holiday (no). 3. The head of FDA in 2010 was a lady named Hamburg and her husband was an executive at Novo or some big BP that dealt in diabetic care.
Did you notice my lawyer training never points to Martin S. and squarely to characters inside the FDA?
Actually Brown at Renaissance was Hamburgs Husband. |
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Post by jasper27 on Aug 10, 2020 8:14:43 GMT -5
Likely the statues of limitations has expired for these FDA offenses 10 years ago. Suing them now is not my point, but rather to illustrate how missed opportunities 10 years ago affect us today. But, enough about the FDA ......
Here are my reasons and report card for investing in MNKD:
* Getting Afrezza partnered with a big or mid-sized Pharma -- grade F * Using their massive stockpile of Insulin to off-set COGs -- grade F * Getting EU approval for Afrezza -- grade F- (years ago when FDA approved Mnkd said that EU submission would quickly follow) * RLS the marijuana connection - grade D (we got $1 million, but RLS remains hidden in a cloud of pot smoke) * The $200 million deal with a middle eastern company -- grade F (maybe this was an Urban Myth that I youthfully believed) * The migraine drug that Mrs. Mann and millions other need -- grade F (Wow Mann, this one really gives me a headache)
* The United Tech deal -- grade A (this is the blueprint for making Technoshere deals)
five F grades, one D grade, and one A grade ------ any doubt to why I've lost 90% of my money here?
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Post by agedhippie on Aug 10, 2020 9:18:25 GMT -5
Likely the statues of limitations has expired for these FDA offenses 10 years ago. Suing them now is not my point, but rather to illustrate how missed opportunities 10 years ago affect us today. But, enough about the FDA ......
Here are my reasons and report card for investing in MNKD:
* Getting Afrezza partnered with a big or mid-sized Pharma -- grade F * Using their massive stockpile of Insulin to off-set COGs -- grade F * Getting EU approval for Afrezza -- grade F- (years ago when FDA approved Mnkd said that EU submission would quickly follow) * RLS the marijuana connection - grade D (we got $1 million, but RLS remains hidden in a cloud of pot smoke) * The $200 million deal with a middle eastern company -- grade F (maybe this was an Urban Myth that I youthfully believed) * The migraine drug that Mrs. Mann and millions other need -- grade F (Wow Mann, this one really gives me a headache)
* The United Tech deal -- grade A (this is the blueprint for making Technoshere deals)
five F grades, one D grade, and one A grade ------ any doubt to why I've lost 90% of my money here The first two are not possible, the third one would be a bad move at the moment, fourth one was clearly always a gamble, fifth was was a rumor at the time so again a gamble, sixth one is in the queue with all the others but until there is spare money it's not moving (management has been clear on progressing the pipeline), UTHR deal was good. Bottom line, you were expecting the impossible and betting on rumors. I wouldn't blame the management (I can't believe I am defending the management). |
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Post by sayhey24 on Aug 10, 2020 9:49:39 GMT -5
Likely the statues of limitations has expired for these FDA offenses 10 years ago. Suing them now is not my point, but rather to illustrate how missed opportunities 10 years ago affect us today. But, enough about the FDA ......
Here are my reasons and report card for investing in MNKD:
* Getting Afrezza partnered with a big or mid-sized Pharma -- grade F * Using their massive stockpile of Insulin to off-set COGs -- grade F * Getting EU approval for Afrezza -- grade F- (years ago when FDA approved Mnkd said that EU submission would quickly follow) * RLS the marijuana connection - grade D (we got $1 million, but RLS remains hidden in a cloud of pot smoke) * The $200 million deal with a middle eastern company -- grade F (maybe this was an Urban Myth that I youthfully believed) * The migraine drug that Mrs. Mann and millions other need -- grade F (Wow Mann, this one really gives me a headache)
* The United Tech deal -- grade A (this is the blueprint for making Technoshere deals)
five F grades, one D grade, and one A grade ------ any doubt to why I've lost 90% of my money here The first two are not possible, the third one would be a bad move at the moment, fourth one was clearly always a gamble, fifth was was a rumor at the time so again a gamble, sixth one is in the queue with all the others but until there is spare money it's not moving (management has been clear on progressing the pipeline), UTHR deal was good. Bottom line, you were expecting the impossible and betting on rumors. I wouldn't blame the management (I can't believe I am defending the management). Why is #1 not possible? I don't want to short change Galindo yet as hope springs eternal. Maybe it won't be a pharma but a device manufacturer, maybe. |
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Post by agedhippie on Aug 10, 2020 13:21:00 GMT -5
The first two are not possible, the third one would be a bad move at the moment, fourth one was clearly always a gamble, fifth was was a rumor at the time so again a gamble, sixth one is in the queue with all the others but until there is spare money it's not moving (management has been clear on progressing the pipeline), UTHR deal was good. Bottom line, you were expecting the impossible and betting on rumors. I wouldn't blame the management (I can't believe I am defending the management). Why is #1 not possible? I don't want to short change Galindo yet as hope springs eternal. Maybe it won't be a pharma but a device manufacturer, maybe. I actually think a device manufacturer is possible on reflection, but for a significant investment they would want exclusivity since they would then be selling the delivery solution. The upside for Mannkind would be royalties and manufacturing of the inhaled drug. |
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Post by MnkdWASmyRtrmntPlan on Aug 11, 2020 9:22:27 GMT -5
Why is #1 not possible? I don't want to short change Galindo yet as hope springs eternal. Maybe it won't be a pharma but a device manufacturer, maybe. I actually think a device manufacturer is possible on reflection, but for a significant investment they would want exclusivity since they would then be selling the delivery solution. The upside for Mannkind would be royalties and manufacturing of the inhaled drug. Manufacturing would probably not be for sure. I never understood why MNKD gave up that right to RLS. This quote is from the RLS website regarding their deal with Mannkind: MannKind will also transfer manufacturing technology to the licensee, who will be responsible for manufacturing and commercialization activities. Nevertheless, royalties (i.e., free money) is always nice. |
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Post by boca1girl on Aug 11, 2020 17:17:49 GMT -5
UT also has the option to mfg Tre-t but all indications so far is that they will have MNKD to produce the product for the foreseeable future. The same could happen with RLS if they ever have a product.
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Post by sayhey24 on Aug 11, 2020 19:23:58 GMT -5
I actually think a device manufacturer is possible on reflection, but for a significant investment they would want exclusivity since they would then be selling the delivery solution. The upside for Mannkind would be royalties and manufacturing of the inhaled drug. Manufacturing would probably not be for sure. I never understood why MNKD gave up that right to RLS. This quote is from the RLS website regarding their deal with Mannkind: MannKind will also transfer manufacturing technology to the licensee, who will be responsible for manufacturing and commercialization activities. Nevertheless, royalties (i.e., free money) is always nice. Manufacturing a pot product in Connecticut seemed too problematic at the time and setting up a new factory is not cheap. It was so problematic even the development was moved from Danbury to the west coast. |
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