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Post by mango on Feb 22, 2024 6:41:38 GMT -5
Chris, Since you obviously own MNKD shares--I hope you make a boat load of money for your ownership of these shares. I want any medical company who has a product that works and offers efficacy to a human that is in need of a medical solution that they have access to that product. I'm not so callous that I would want one human to suffer if there is a solution to their medical condition. At this stage of the MNKD saga, just looking back at the posting here--after ten years of being approved, read the contention that all MNKD needs to do is make changes--packaging, relabel using new label sizes for the dosage, more testing, and never forget 10 years ago the constant claim that needle phobia would make Afrezza an instant billion dollar product----it is always the next excuse, the next hairbrained solution, but testing will solve the problem. Why would the current CEO be listening to the internet chatter--he and the CFO, being the head of a 30-year-old corporation and the two have already secured more than $15.0M in their total compensation package---they got their retirement in the BANK, and there are those who want more testing to make them rich. Al Mann, a smart man, but it was the fact he had so much money and pride, he allowed MNKD to spend now more than $3B dollars, and after 10 years after FDA approval even when they get a new user, 75% of them immediately stop getting their prescription refilled. Since Bunting discovered insulin many decades ago, some of the smartest scientists in the world have tried to solve the mystery for how they can use a solution other than injecting insulin into the body and it working to remediate the patient's condition. Pfizer, Sanofi, Novo Nordisk and Lilly scientist have failed or given up for inhaled insulin working---and I will bet good money the solution for this problem isn't posting on this board. As for my initial post--we will see what happens next week when MNKD announces their financial results--since UTHR grew DPI revenue by 4% in the fourth quarter, shouldn't MNKD grow their revenue by at least 4%? Again, I wish you great success--but there is an old adage about investing in the stock market---" A $3.00 stock is a $3.00 stock for a reason!" Do you own MNKD shares? |
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Post by hellodolly on Feb 22, 2024 7:09:58 GMT -5
Chris, Since you obviously own MNKD shares--I hope you make a boat load of money for your ownership of these shares. I want any medical company who has a product that works and offers efficacy to a human that is in need of a medical solution that they have access to that product. I'm not so callous that I would want one human to suffer if there is a solution to their medical condition. At this stage of the MNKD saga, just looking back at the posting here--after ten years of being approved, read the contention that all MNKD needs to do is make changes--packaging, relabel using new label sizes for the dosage, more testing, and never forget 10 years ago the constant claim that needle phobia would make Afrezza an instant billion dollar product----it is always the next excuse, the next hairbrained solution, but testing will solve the problem. Why would the current CEO be listening to the internet chatter--he and the CFO, being the head of a 30-year-old corporation and the two have already secured more than $15.0M in their total compensation package---they got their retirement in the BANK, and there are those who want more testing to make them rich. Al Mann, a smart man, but it was the fact he had so much money and pride, he allowed MNKD to spend now more than $3B dollars, and after 10 years after FDA approval even when they get a new user, 75% of them immediately stop getting their prescription refilled. Since Bunting discovered insulin many decades ago, some of the smartest scientists in the world have tried to solve the mystery for how they can use a solution other than injecting insulin into the body and it working to remediate the patient's condition. Pfizer, Sanofi, Novo Nordisk and Lilly scientist have failed or given up for inhaled insulin working---and I will bet good money the solution for this problem isn't posting on this board. As for my initial post--we will see what happens next week when MNKD announces their financial results--since UTHR grew DPI revenue by 4% in the fourth quarter, shouldn't MNKD grow their revenue by at least 4%? Again, I wish you great success--but there is an old adage about investing in the stock market---" A $3.00 stock is a $3.00 stock for a reason!" Do you own MNKD shares? This is LFD, 100%. He will deny it though. LFD uses several writing techniques and styles, utilizing his personally developed writing habits that he has formed as an author, focused on certain literary inflections, tenses, intonations and cadence. For example, to persuade his readers he likes to soft bash the organization's people and processes. His favorite technique is illustrated above as the argument is closed out, by using an adage. Although he's been proven not be always 100% accurate with his due diligence, i.e. a misrepresentation of the trials in India, I give him credit as very skilled persuasive writer. In fact, I follow LFD on SA and have no gripes with his analysis, just say I agree to disagree. Sometimes it stings when the truth smacks us in the face, but this is about as level headed a reply you can read on what's been happening to MNKD over the last few decades. But, just like Spencer Osborne discovered, the narrative can change, some just take more time than others. |
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Post by sayhey24 on Feb 22, 2024 7:49:27 GMT -5
Chris, Since you obviously own MNKD shares--I hope you make a boat load of money for your ownership of these shares. I want any medical company who has a product that works and offers efficacy to a human that is in need of a medical solution that they have access to that product. I'm not so callous that I would want one human to suffer if there is a solution to their medical condition. At this stage of the MNKD saga, just looking back at the posting here--after ten years of being approved, read the contention that all MNKD needs to do is make changes--packaging, relabel using new label sizes for the dosage, more testing, and never forget 10 years ago the constant claim that needle phobia would make Afrezza an instant billion dollar product----it is always the next excuse, the next hairbrained solution, but testing will solve the problem. Why would the current CEO be listening to the internet chatter--he and the CFO, being the head of a 30-year-old corporation and the two have already secured more than $15.0M in their total compensation package---they got their retirement in the BANK, and there are those who want more testing to make them rich. Al Mann, a smart man, but it was the fact he had so much money and pride, he allowed MNKD to spend now more than $3B dollars, and after 10 years after FDA approval even when they get a new user, 75% of them immediately stop getting their prescription refilled. Since Bunting discovered insulin many decades ago, some of the smartest scientists in the world have tried to solve the mystery for how they can use a solution other than injecting insulin into the body and it working to remediate the patient's condition. Pfizer, Sanofi, Novo Nordisk and Lilly scientist have failed or given up for inhaled insulin working---and I will bet good money the solution for this problem isn't posting on this board. As for my initial post--we will see what happens next week when MNKD announces their financial results--since UTHR grew DPI revenue by 4% in the fourth quarter, shouldn't MNKD grow their revenue by at least 4%? Again, I wish you great success--but there is an old adage about investing in the stock market---" A $3.00 stock is a $3.00 stock for a reason!" Chris - why do 75% stop using after the 1st prescription? The #1 issue is they can't afford it. The #2 issue is they under dose or do not follow-up dose - the label is wrong. I don't know who Bunting is but after Banting and Best, lots of improvements have happened and now nothing is faster than afrezza and will never be since it mimics natural pancreatic release. I would also caution tying MNKD to closely to UTHR. Tyvaso DPI is a nice annuity paying the bills and providing MNKD a unique opportunity to fix afrezza's label; SoC; and cost. It also provides a unique opportunity to take the moon shot which is an option their CEO did not have last year let alone 5 years ago. However, UTHR will never, ever make MNKD rich. They have their own opportunity to do this. They just need to execute. |
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Post by stella on Feb 22, 2024 8:09:46 GMT -5
hopingandwilling is obviously a new troll working overtime to frame a "glass half full (or empty)" narrative for MNKD. His comments on the nebulized clofazimine trials as evidence that MNKD has thrown in the towel on DPI and then his plug of GSK's Ellipta inhaler as superior to Dreamboat are tells. If it is LFD, an admitted LQDA investor, then his point about about UTHR patient conversion cycle ending....doesn't bode well for his sponsor, LQDA. UTHR already has it's installed base. The PAH market is growing 5% a year...so LQDA will be fighting for new patients...with an inferior product. As they say, buy the rumor, sell the news. When UTHR mops the floor with LQDA, then a $14 stock will then be a $3 stock and a $3 stock will then be a $14 stock. Who's the one-trick pony?
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Post by mango on Feb 22, 2024 8:48:43 GMT -5
This is LFD, 100%. He will deny it though. LFD uses several writing techniques and styles, utilizing his personally developed writing habits that he has formed as an author, focused on certain literary inflections, tenses, intonations and cadence. For example, to persuade his readers he likes to soft bash the organization's people and processes. His favorite technique is illustrated above as the argument is closed out, by using an adage. Although he's been proven not be always 100% accurate with his due diligence, i.e. a misrepresentation of the trials in India, I give him credit as very skilled persuasive writer. In fact, I follow LFD on SA and have no gripes with his analysis, just say I agree to disagree. Sometimes it stings when the truth smacks us in the face, but this is about as level headed a reply you can read on what's been happening to MNKD over the last few decades. But, just like Spencer Osborne discovered, the narrative can change, some just take more time than others. Very interesting and would not surprise me at all if it is LFD. The commentary from the poster has always been negative and suspect. BTW- Looking for Diogenes is a Liquidia investor who writes hit pieces about MannKind in an attempt to spread FUD on the company. It’s a low ball, sleazy thing to do. And if LFD is on here bashing the company then that means he must be afraid enough of where MannKind is headed to come here and spread FUD. Something to keep in mind. |
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Post by prcgorman2 on Feb 22, 2024 9:44:41 GMT -5
Bashers can no longer as easily preach doom & gloom for MNKD. MNKD is paying it's bills, growing it's revenue, executing on its strategic pipeline goals, and paying down debt. That's a good story. The spin masters may spin. The eager and impatient may agitate. MNKD is humming along and there are long lead times between important milestones, so I may follow peppy.
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Post by cretin11 on Feb 22, 2024 10:10:58 GMT -5
The paranoia is palpable on here sometimes. Hopingandwilling please let us know if you are also LFD on SA, that would be relevant context for us reading your posts.
Regardless, the poster is correct regarding the old adage cited. That adage has proved to be stubbornly accurate with MNKD despite the overwhelming opposing sentiment expressed on this board. Doesn’t mean it’ll continue to be that way forever, but it holds until proven otherwise.
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Post by stella on Feb 22, 2024 11:11:39 GMT -5
cretin11 - Thanks for setting us straight. You truly are the voice of reason. For the sake of fairness, let the trolling continue unchallenged. There are more sellers than buyers. Got it.
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Post by jkendra on Feb 22, 2024 11:40:16 GMT -5
Why on planet Earth would LFD want to post on these forums, a place that garners the most attention of MannKind stockholders or potential stockholders anywhere on the internet? A place where google tends to put search results right on top. Each thread really only generates thousands and thousands of paltry views.
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Post by hellodolly on Feb 22, 2024 12:06:15 GMT -5
The paranoia is palpable on here sometimes. Hopingandwilling please let us know if you are also LFD on SA, that would be relevant context for us reading your posts. Regardless, the poster is correct regarding the old adage cited. That adage has proved to be stubbornly accurate with MNKD despite the overwhelming opposing sentiment expressed on this board. Doesn’t mean it’ll continue to be that way forever, but it holds until proven otherwise. I disagree on your observations that people here are paranoid, that is a deflection of the matter. In fact, I happen to enjoy other points of view. Personally, my observation, right, wrong or indifferent is definitely not paranoia. LFD makes some interesting and compelling arguments. I doubt he will unveil himself and that's not what I asked him to do. You asked him. By the way, it doesn't take LFD or Buffet to inspire us with adages that apply to a $1 stock a $2 stock, $3$ stock, 4$ stock, etc. That was an amateur league bash. PS. I also very much enjoy your points of view. I'm not, nor have I claimed to be overly enthusiastic everyday. However, I'm more about looking forward than backwards. Some people are still talking about needle phobia, 2014 FDA approvals and a valuable niche product that failed with BP because BP failed. Instead, I look at what MC has been able to do to bring back a near bankrupt company in just a short few years of time to the current CFBE financials recently reported, the potential for establishing inhaled meal time insulin as an eventual new SoC, and more. These are not in the control of bashers but, they're issues that KOLs and industry experts will address as the evolution of diabetes care grows. |
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Post by hellodolly on Feb 22, 2024 12:09:29 GMT -5
Why on planet Earth would LFD want to post on these forums, a place that garners the most attention of MannKind stockholders or potential stockholders anywhere on the internet? A place where google tends to put search results right on top. Each thread really only generates thousands and thousands of paltry views. Why does he mention this forum when he talks about MNKD in his articles? Because he is engaged in the forum with others. |
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Post by prcgorman2 on Feb 22, 2024 12:12:18 GMT -5
The paranoia is palpable on here sometimes. Hopingandwilling please let us know if you are also LFD on SA, that would be relevant context for us reading your posts. Regardless, the poster is correct regarding the old adage cited. That adage has proved to be stubbornly accurate with MNKD despite the overwhelming opposing sentiment expressed on this board. Doesn’t mean it’ll continue to be that way forever, but it holds until proven otherwise. The "adage" was a banal platitude. There isn't palpable paranoia. Instead its SSDD. |
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Post by cretin11 on Feb 22, 2024 12:39:48 GMT -5
Well our share price is SSDD. The only reason that adage resonates so strongly for MNKD is that we have been “cheap” and “undervalued” for seven years or more, according to this board’s sentiment. So eventually it’s reasonable to conclude: perhaps the market has gotten it right, rather than all of us in our echo chamber here. If we had been right and the market wrong, we’d have seen the share price way way higher, several years ago. So while the adage may be “banal” in your view, it doesn’t make it wrong.
Thanks for your perspective dolly. I agree we can respect other poster’s positions even when they differ from our own. You truly think our ceo has done a good job, and while that view perplexes me and many others, you have explained why you believe it. I don’t feel the need to keep posting the other side, as the dead horse has been beaten to death and I’m resigned to waiting out that situation (with greatly reduced expectations).
Paranoia was perhaps a strong word, but after reading posts here for a decade, it’s a recurring theme of posters making speculation along the lines of “they’re out to get us.” I used to buy into some of it so I have compassion for the line of thinking. But objectivity is important to me, so I’ll always challenge myself to maintain that standard. Objectively, I still believe “if we perform the share price will follow.” That gets me back to my opinions on our leadership, will leave it at that.
And yes I directly asked hopingandwilling if LFD is the same person, I think that’s a fair question and relevant for context.
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Post by akemp3000 on Feb 22, 2024 12:49:31 GMT -5
Saying a $3 stock is a $3 stock for a reason is of no value whatsoever without the reason being identified. It's possible the $3 reflects the companies true value and it's also possible the $3 reflects nefarious manipulation or other influences. No one to date has provided strong evidence Mannkind's pps reflects the companies true value or that manipulation exists. That said, there are plenty of examples of analysts providing evidence why they believe the company is undervalued. A more appropriate adage might be "You know what they say about opinions"  |
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Post by cretin11 on Feb 22, 2024 13:30:12 GMT -5
There’s a poster on ST who regularly posts “$100 stock” without any reasoning behind it. Pretty useless, as you point out.
At least the poster saying it’s a $3 stock is being accurate. Or to be completely fair, he should be saying “$3.60 stock” at least today. I know we don’t like it being a $3.60 stock and thus some resentment towards someone stating the obvious. I also resent that we are valued so low, but I ain’t shooting the messenger.
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