MNKD Volume 12. Chagrin.

[MnkdWASmyRtrmntPlan]

This is Thursday before a Monday EC.
It's supposed to be the run-up time.
Instead, its the Fall-down time.
Who knows, maybe we will get some small run-up before 5:00 Monday.
Of course, any run-ups may just trigger sell-offs because people have grown so weary waiting they just want out already.

[prcgorman2]

I’m guessing somewhere near $50M and smaller loss (continuing the trend towards CFBE and profitablity). I haven’t sensed that Steven and Mike are doing any special cost cutting or other accounting to show profitability early and instead just being their natural conservative selves (along with the Board of Directors) and letting the business take a natural course business-as-usual. My “sense” and $15 will get you $15 worth of coffee at your favorite coffee house.

[mytakeonit]

I feel that we need more efficient shorts ... my buy order at $3.50 is still sitting and waiting.

But, that's mytakeonit

[standup]

Nov 2, 2023 13:25:28 GMT -5 MnkdWASmyRtrmntPlan said:

This is Thursday before a Monday EC.
It's supposed to be the run-up time.
Instead, its the Fall-down time.
Who knows, maybe we will get some small run-up before 5:00 Monday.
Of course, any run-ups may just trigger sell-offs because people have grown so weary waiting they just want out already.

Pretty sure it's a Tuesday afternoon earnings release and call.

[peppy]

Nov 2, 2023 11:50:31 GMT -5 peppy said:

Nov 2, 2023 9:32:33 GMT -5 peppy said:

MNKD Nasdaq real time volume at 1 hour of trade,....................... Huge 1 hour volume for MNKD.
685,493 shares.
$3.90
3.35%
-0.14

www.nasdaq.com/market-activity/stocks/mnkd/real-time
www.google.com/finance/quote/MNKD:NASDAQ?hl=en

MNKD daily, schrts.co/YyFfdgkk

added, 1 and 1/2 hours of trade,
$3.925 -0.105 (-2.61%)
Volume: 999,902

added, at 2 hours of trade, MNKD real time volume,
$3.875 -0.155 (-3.85%)
Volume: 1,315,518

2 hours and 6 mins of trade,........ $3.85 -0.18 (-4.47%)
Volume: 1,620,053..............300,000 shares in 6 mins.
NOV 2, 2023 11:36 AM ET

UTHR moving up
$227.79
1.66%
+3.71

.MNKD volume at 3 hours of trade, HUGE for MNKD.
Volume: 1,923,956
$3.94 -0.09 (-2.23%)

Perhaps our large seller is gone.

I missed the half by three mins. The seller looks finished for the day, would be nice.
$3.98 -0.05 (-1.24%)
Volume: 1,972,702
NOV 2, 2023 12:48 PM ET

MNKD Nasdaq real time volume, 3,423,325 shares.
$3.98.     -1.24%.    -0.05

MNKD daily, schrts.co/wPinJXAK

UTHR daily,   schrts.co/qZJKurhu

[Chris-C]

hellodolly

Thanks for your informative and thoughtful reply. Nothing soothes the frustration of owning a big stake in MNKD better than a good whine and a sympathetic ear on the pro-boards barstool next to me.

I’m not gonna trade anything until next Tues earliest, and in any case I’ll hang on to at least half my MNKD position. Hope springs eternal, and habits are also hard to break.

My only reservation about UTHR is the LQDA uncertainty- but even if Liquidia hits the market I doubt it will be a game changer. I like the vision and courage of UTHR to follow big dreams and not have them be tied to another company.

There are many other possibilities of course, but I believe outsized investments should be in companies where the story is well known and the risk is manageable.
I’m in MNKD because I was naïve and refused to admit I was also wrong. Like you, I’m playing with discretionary cash.

If it is a horserace between UTHR and MNKD over the next year, which horse will appreciate most? Place your bets and check back next November.

GLTAL

Chris C

[awesomo]

MNKD has higher upside than UTHR, but also has a much higher probability to break a leg and be turned into glue.

[cretin11]

Nov 2, 2023 15:48:35 GMT -5 awesomo said:

MNKD has higher upside than UTHR, but also has a much higher probability to break a leg and be turned into glue.

Horse racing analogy is on point again.

[mymann]

Get this mnkd sp over 5 and I won't post anymore. I ll sell every shares and buy UTHR.
Enough of this pain I have encountered for 15 years. This company is nothing more than a meal ticket for mediocre management team. They sure know how to screw up a simple wet dream.

[longliner]

I look forward to saying "Buh bye" don't let the door hit you where the good lord split ya.

[mymann]

Okay, I apologize for my silly comments. Good luck and I won't post anymore.

[longliner]

Now, hold on there! You gave me a reason to look forward to $5!!  Post away, I won't hold you to anything.   

"The money is not made in the buying and selling, the money is made in the waiting" Charlie Munger  

"The waiting is the hardest part"  Tom Petty and the Heartbreakers.

[letitride]

You got to shake before you bake. Im patient I can wait.

[BD]

The bizarre thing is that I can sympathize deeply with both viewpoints, optimistic and pessimistic. I do tend toward pessimistic w/r/t MNKD (see "Einstein's" definition of insanity...) but I also see the value of MNKD's work. At this point, though, it's really hard for me to see MNKD as more than a poster child for a "Great product, bad company" scenario.

[cretin11]

Nov 3, 2023 6:54:43 GMT -5 BD said:

At this point, though, it's really hard for me to see MNKD as more than a poster child for a "Great product, bad company" scenario.

MNKD may indeed be the poster child for that. Are there other companies that exemplify “great product, bad company” more than MNKD? I’m trying to think of one.