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Post by prcgorman2 on Sept 22, 2023 17:15:50 GMT -5
Not that it really matters but novafet started the "I'm out" thread. I don't think mymann ever said that. Oh Jeez. mymann might have said he sold all his shares in that thread. Go look and let me know. I'm not wasting my time trying to prove to you he said it. |
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Post by peppy on Sept 22, 2023 17:20:36 GMT -5
Not that it really matters but novafet started the "I'm out" thread. I don't think mymann ever said that. It may have been maydayIt may be that it was mayday that decided to go into 5 top movers, Apple, AMZN, GOOG, a couple more. He had hit the wall. I find I have hit the wall as well, then I think, blah, blah, blah.... Why do I know this, and why am I typing? |
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Post by awesomo on Sept 22, 2023 17:31:18 GMT -5
Not that it really matters but novafet started the "I'm out" thread. I don't think mymann ever said that. Oh Jeez. mymann might have said he sold all his shares in that thread. Go look and let me know. I'm not wasting my time trying to prove to you he said it. If you accuse someone of saying/doing something, the onus is on you to back it up. |
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Post by sayhey24 on Sept 22, 2023 17:47:21 GMT -5
How much business do you have to do or promise to do with MS to get coverage and have them pump the stock? It seems Mike did not write a big enough check. The pps has been diving every since this conference. Maybe he would have done better to stay home. You're making the argument the MNKD share price is being driven by whether or not Mike presented at the Morgan Stanley conference and MS initiated coverage? That's what the share price has been hanging on? Is this a new phenomenon or has the share price always been manipulated this way? How could any of the majority shareholders (i.e., institutional shareholders) have decided to take a long position in MNKD without Morgan Stanley? It defies logic! Wow. Just wow. I am not making any argument. On 9/13 the pps was about $4.30 and now its $4.06. MS is an investment bank and they want to do deals. Mike says over and over during the conference he wants MKND to not need the capital markets and wants to stay independent from them. He is also not to interested in partnering and probably not too interested in a merger or acquisition at this point. In other words MNKD is not very interesting to MS. There is no money to be made for MS. If I am the MS guy and I hear that at my conference I say, "next". I probably also ask "who invited this guy"? Mike said a lot of good things for long-term investors just nothing interesting for MS. 2024 we should see a lot of positive news and in 2025 should start seeing some money. |
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Post by cretin11 on Sept 22, 2023 19:49:34 GMT -5
I am long time holder since 2008. The disappointing investment I made in mnkd have turned me into a sour puse. I hold for a buy out or buy in from UTHR. Get rid of the poor management team. That’s a valid perspective. Many discerning MNKD longs believe with the right leadership team our stock could have been (and still could be) a juggernaut with multiple robust revenue streams. Five years ago the talk was of how many more deals we’d have to go along with Martine’s Tyvaso. Since then, zilch. So yes mymann’s perspective is valid though it sure gets under the thin skin of certain folks here in the echo chamber. |
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Post by mymann on Sept 22, 2023 20:07:31 GMT -5
Just clarify.I hold 156000 shares at $8.56 cost. I am waiting for Peppy's chart to come fruit $12 share or UTHR come in get mnkd out of this mudd hole stuck in.
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Post by mymann on Sept 22, 2023 20:14:09 GMT -5
Bluehale to the King Mike. Long live the King.
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Post by BD on Sept 22, 2023 21:17:02 GMT -5
Please, let's not make how many shares someone has an issue, neither about ourselves or other members.
a) It's really nobody's business how many shares anyone has, and that's in part because
b) one person's million shares may be another's thousand.
Personally, I could not care less whether someone has shares or not, because
c) at best we would be having to take them at their word.
Ideally, the tenacity of the stuff we post about MNKD shouldn't be contingent on how many shares we own...unless we want to share our investing/speculating experience and even then it is a LOT more useful to say "a little" or "a lot" than to name a specific number! Because of b) above.
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Post by radgray68 on Sept 22, 2023 21:18:05 GMT -5
Beg to differ as to MS not being able to make money with us. Mike said we'll need a partner for ex-U.S., particularly in Asia with companies doing their "Due Diligence" soon on that front. He also mentioned Roche as a potential partner for pulmozyme as they're the leader in that arena and we could save a year in development. Don't ya'll see, doing some small negotiations for us on these lesser fronts, MS might have built up a good enough relationship with us to negotiate our final sale to Big Pharma for $20 billion later on.  Okay, maybe I'll accept $10 Billion. Mike has mentioned the term 10X a couple times, which leads me to believe that HE believes we're worth that much...eventually. Time will tell. |
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Post by sayhey24 on Sept 23, 2023 7:38:15 GMT -5
Beg to differ as to MS not being able to make money with us. Mike said we'll need a partner for ex-U.S., particularly in Asia with companies doing their "Due Diligence" soon on that front. He also mentioned Roche as a potential partner for pulmozyme as they're the leader in that arena and we could save a year in development. Don't ya'll see, doing some small negotiations for us on these lesser fronts, MS might have built up a good enough relationship with us to negotiate our final sale to Big Pharma for $20 billion later on. Okay, maybe I'll accept $10 Billion. Mike has mentioned the term 10X a couple times, which leads me to believe that HE believes we're worth that much...eventually. Time will tell. Did we need MS to negotiate the deal with Martine? Why would we need them for Roche especially after we have a well proven licensing model which is making money for MNKD? I would hope someone from LegalZoom could help close that deal. I sure hope Mike thinks we are at least worth 10x. Al thought MNKD was bigger than Minimed. At this point MNKD is making progress. Mike has a few things to work on in the "pipeline" while the afrezza trial results are baking and while Tyvaso DPI is paying the bills. Once we get the kids results and India results and see what Medicare is going to bring for 2024/2025 he can adjust strategy and hopefully finally figure out how to sell afrezza. |
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Post by prcgorman2 on Sept 23, 2023 9:15:44 GMT -5
I think lawyers can be invaluable. The divorce with Sanofi could have been worth a lot more. Genzyme shareholders sued them for $750M for their mistreatment by Sanofi, and that’s about the same amount left on the obligations to MannKind they elected to ignore in the worldwide marketing agreement for Afrezza. A better agreement could have been literally worth hundreds of millions of dollars. Nothing against Legal Zoom, but I’m cool with paying big bucks when you’re negotiating big bucks.
I think Mike’s enthusiasm for the company’s prospects is recent which makes sense if you don’t count your chickens till they hatch and Afrezza, V-Go, and even Tyvaso DPI were all in that embryonic stage and only Tyvaso DPI has emerged as a fledgling bird we can admire and get material sustenance from. agedhippie said investors are going to want to see guidance and diversification. I think we’re seeing that, but MannKind is still in early stages of becoming the blockbuster we hoped for and almost miraculously can still hope for.
I like sayhey24’s idea of taking a flyer as it were on GLP-1 analog on TS. It might help reduce the nausea and of course would eliminate using a needle. What it also might do is attract investors, but I think more success either with Afrezza, or clofazamine, nintedanib, or other development might need to set the table.
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Post by sportsrancho on Sept 24, 2023 9:09:24 GMT -5
Sometimes I have a lot of shares, sometimes I don’t have very many, but it doesn’t matter… I fight just as hard to spread the word.
I don’t think I’m going to get rich off the stock, but diabetics will profit.
It’s really about timing and when people have the funds to invest. Take advantage of the dips.
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Post by BD on Sept 25, 2023 7:40:05 GMT -5
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Post by Clement on Sept 27, 2023 6:24:00 GMT -5
11:30 am y'all
2023 Cantor Global Healthcare Conference – Wednesday, September 27, 2023 at 11:30 am (ET)
Interested parties can access a link to the live webcast of the presentations from the Events & Presentations section of the Company’s website at investors.mannkindcorp.com/events-and-presentations. The webcast replay may be accessed at the same location for 14 days following the live presentation.
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Post by Clement on Sept 27, 2023 11:08:51 GMT -5
Cantor conference:
Mike said that Mannkind is making its first batch of clofazimine in Danbury today.
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