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Post by georgethenight2 on Jul 2, 2022 22:22:05 GMT -5
Wonder what LFD's explanation of UTHR hitting ALL time highs is relative to the overall worst performing market to start a year in 50yrs? Doubt you'd get a response from him if he's asked that question. What does Mr.Market know that LFD doesn't regarding his assertion of UTHR's version of Trep-T? 🤔🤷🏻♂️ Not mention, it is United's drug. We get percentages of sales. |
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Post by sportsrancho on Jul 3, 2022 13:20:05 GMT -5
You guys it’s important to inform new investors who this guy is …and put out a rebuttal, because you just can’t let something like that sit there when there’s so many inaccuracies in it!
It’s not just all about us, it’s about new investors and potential diabetic clients.
Happy 4th to all❤️🤍💙
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Post by hellodolly on Jul 3, 2022 15:43:23 GMT -5
I'm really surprised about this thread and the amount of hand-wringing LFD's hit piece is provoking. It's exactly what the writer was hoping. What's even more amazing to me is the number of respected longs here who seem to be concerned about it. There are no revelations. LFD does not have access to any information that has not already been publicly shared. So what's changed? Boredom? The general anxiety caused by inflation and the Bear Market? We all knew (or should have known) these were coming too. In my estimation, anyone who admits a conflict of interest confirms that they are biased (which we knew already, BTW). This means they are spinning certain information (and omitting other information) to make the point that advances the intent of their article (to champion LQDA and disparage MNKD). Even Martin Shkreli, a convicted felon and biopharma public enemy #1, used his real name when he lobbied FDA with his citizen's concerns while he was shorting MNKD. Is LFD doing this for the good of the public? We know nothing about this ghostwriter, other than that he hides behind a pen name and writes for Seeking Alpha. AFAIC, LFD's writing is propaganda dressed up as serious analysis. For those who continue to wring their hands about their MNKD investment and the "threat" from LQDA based on his article, my advice is to sell your shares and sleep better at night. Regarding the dismal sales of Afrezza: Good heavens. It's well established on this board that the company had no idea how to market Afrezza and it appears that it did not even know much about how to correctly dose its own product. That cost them valuable time and lost clients. It definitely didn't help the trial they poorly designed to submit to FDA. But their biggest failing, IMHO, was underestimating the headwinds by prescribers who had no appetite for learning a new dosing regimen and tons of skepticism about inhaled insulin based on the colossal failure of Exubera. Apparently, MNKD leaders and scientists neglected to read this interesting article written after the demise of Exubera. www.ncbi.nlm.nih.gov/pmc/articles/PMC2769732/ . It amazes me that despite the observations in the article, written 6 years before FDA approval of Afrezza, MNKD forged blindly ahead with a grossly inadequate understanding of the market. My takeaway is this: MNKD is making slow headway in the market and has diversified its portfolio, trying to get value from its novel inhaler and proven Technosphere platform. It's been a very long hard journey. But, I've never been more optimistic about the company, despite its less than spectacular history and many missteps. N othing that LFD writes will ever have a scintilla of influence on my convictions as a long investor.So true, especially given that we have investors here who don't need the ramblings of a biased SA article to be shaking in their boots...rather we have a slow growing MNKD flagship product which apparently is all some need to plant their own seeds of doubt. One thing is indisputable, MC is either liked or he is hated and not even one scintilla of influence by his skeptics have him shaking in his boots. Yes I too am amazed at the comments by well respected longs who seem to be so concerned about Looking For Dog**** hit pieces. Like Spencer, he too will slowly drift away and be nothing more than another useless contributor that gets paid for clicks. I can wait while institutional investors buy up all the shares and drive up the price...to bad for the new investors, that's how we all learned when we first started. (Sports - not a shot fired there), wasn't meant for that but for a truly honest to goodness reflection on what will eventually happen. |
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Post by sayhey24 on Jul 4, 2022 7:26:49 GMT -5
You guys it’s important to inform new investors who this guy is …and put out a rebuttal, because you just can’t let something like that sit there when there’s so many inaccuracies in it! It’s not just all about us, it’s about new investors and potential diabetic clients. Happy 4th to all❤️🤍💙 I like to respond directly to LFD in the comment section. It gives me something to do while having my morning coffee besides hearing about $5 gas, air travel a mess and the cost of food through the roof. |
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Post by castlerockchris on Jul 5, 2022 10:21:56 GMT -5
Any investor worth their salt knows SA is, for the most part, a cesspool of amateur investors cloaking themselves in analyst clothing. Heck, I could apply and be accepted as a contributor. And to spin the old Groucho Marks quote, I would never read a publication that would have me as a contributor. Many of SA's contributors are hacks, for the love of God, stop reading their crap, or at the very least, read it for what it is worth, and stop fretting over it. Big retail investors aren't going to step in until Tyvaso gets some traction (which is coming), management demonstrates they can invest the revenue soundly and MNKD starts being covered by the big boys on Wall Street, and the big boys don't heed, or more likely read, what is written on SA.
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Post by phdedieu12 on Jul 6, 2022 5:46:55 GMT -5
Couldn't agree with you more Chris, and I'd go one step further, those ghostwriters and SA itself is wholly owned by shorts who manipulate the market, no differently than those YouTubers pump and dumping crypto projects one after the other, and yet, look how many fall for it. It's almost laughable if it wasn't so scary to see that so many even on this board still haven't seen through it, and give it a voice. Why keep bringing up these hit pieces and give them credence in the first place? There are plenty of people flocking to those rags to seek what they believe to be good information about companies and their stock, looking for the next unicorn and easy riches overnight, but it shouldn't be folks on this board, or at least not long investors who believe in the product, technology and company. I quite honestly don't understand anyone buying stock in a company in which they have NO belief, which is why I have more than once in the past invited the naysayers to simply exit stage right....
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Post by liane on Jul 6, 2022 6:37:49 GMT -5
While we allow all views on this board, I cannot understand why people perseverate on these hit pieces. I think we've heard enough, so I am locking the thread.
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