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Post by Deleted on Oct 20, 2014 16:56:12 GMT -5
Will see what happens, but for the first time in a long while this feels like real bad news. It also comes at a really bad time too, just when the stock seemed to be recovering a bit. Unfortunately, GS comments could keep the stock down for the foreseeable future. Actually what they have done, for the time being, is effectively cap the price, and I do not expect this to change unless we get stelar news, which I do not expect either. I too question their motivation, but a part of me questions too my questioning. GS is not particularly ethical or objective, but they do have the ear of many institutions. I wonder how this rating will affect buying strategies for the much needed institutional investors. Dont you think the time is a bit interesting? Why not last week when we were in the mid 4s? Why wait til we're up almost 25% to release this? It seems appropriately timed for the impact that was needed, to halt the advance. Why is it filled with the same halftruths we've had to endure from clowns like AF? "High SG&A for MNKD" When the sale price to SNY will have 65% of this baked in/reimbursed? Technosphere was ignored, milestone payments were ignored. And to top it off, this guy called Netflix neutral at $70/share and used to work for Pfizer on Exubera (lol). As for the ear of many institutions, have you seen: investors.morningstar.com/ownership/shareholders-major.html?t=MNKD®ion=usa&culture=en-US&ownerCountry=USAlately? Funds increased their holdings after 9/1 to the tune of 2,200,000 shares. Id expect tute reporting will filter in over the next few days/weeks. |
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Post by seanismorris on Oct 20, 2014 17:14:46 GMT -5
Yep, very interesting. I think we've found the ones responsible for the large short position. Looks like they've driven the price down as much as possible and needed to put a near term roof on the stock to allow their shorts to get out.
Don't be surprised after the next conference call GS goes long MNKD, after managements "revelations."
Expect GS to flip flop requently to achieve trading profits. Is that ethical? Don't be silly, this is GS we are talking about.
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Post by EveningOfTheDay on Oct 20, 2014 17:17:04 GMT -5
Dont you think the time is a bit interesting? Why not last week when we were in the mid 4s? Why wait til we're up almost 25% to release this? It seems appropriately timed for the impact that was needed, to halt the advance. Why is it filled with the same halftruths we've had to endure from clowns like AF? "High SG&A for MNKD" When the sale price to SNY will have 65% of this baked in/reimbursed? Technosphere was ignored, milestone payments were ignored. And to top it off, this guy called Netflix neutral at $70/share and used to work for Pfizer on Exubera (lol). As for the ear of many institutions, have you seen: investors.morningstar.com/ownership/shareholders-major.html?t=MNKD®ion=usa&culture=en-US&ownerCountry=USAlately? Funds increased their holdings after 9/1 to the tune of 2,200,000 shares. Id expect tute reporting will filter in over the next few days/weeks. I hear you, and I agree with you. And yes, I knew about funds increasing their holdings. However, what I think I know is irrelevant at this point. I am ready to wait for the foreseeable future, but I also would like to see the share price taking a consisten upward movement. This probably will not happen until mid 2015, but one can hope too. Look, I certainly hope I am wrong, but I do not see shorts getting out of the way and it makes me wonder what are we going to face in the coming months and what will be the direction of the pps. |
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Post by jpg on Oct 20, 2014 17:47:15 GMT -5
Will see what happens, but for the first time in a long while this feels like real bad news. It also comes at a really bad time too, just when the stock seemed to be recovering a bit. Unfortunately, GS comments could keep the stock down for the foreseeable future. Actually what they have done, for the time being, is effectively cap the price, and I do not expect this to change unless we get stelar news, which I do not expect either. I too question their motivation, but a part of me questions too my questioning. GS is not particularly ethical or objective, but they do have the ear of many institutions. I wonder how this rating will affect buying strategies for the much needed institutional investors. I think biotech institutional client are sophisticated enough to know that trusting Goldman is at best naive. I think Goldman moves retail much more then institutional? Who asks a bookmaker what horse to bet on? Why i the medium to long term this is 'really bad news' escapes me. Nothing has changed except that one of the most corrupt Wall Street firms gave a neutral rating to Mannkind... JPG |
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Post by babaoriley on Oct 20, 2014 19:34:34 GMT -5
Hey, jpg, I'm getting the distinct impression you're not one of Goldman's bigger fans! Heaven help me, my intuition is so good, it sometimes scares me! Okay, you can admit it, I'm reading you correctly, right, right? Putting that bit of solid analysis aside for now, c'mon, everyone, this GS-BS is just par for the course. Another, albeit slightly more subtle, hit piece on the (bumpy, rugged) road to fame and fortune! There will be more of the same to come, and they'll be some more favorable ones out there, too. As long as the short interest is ridiculously high, this kind of stuff will waft our way from time to time. jpg, buddy, did I mention I hear you, I understand you, you are clearly not a Goldman fan!  As for the rest of you, this GS article is brought to you courtesy of your attempt at light-hearted fun and giddiness over the weekend, talking $20 share price, yachts, caviar, Monaco, belly-dancers, and the like! You all ought to be ashamed! You definitely cost MNKD longs money today! Karma is a very powerful force in the investment world. Heck, the stock has a couple of decent days and you all act as if you were the Flight of the Phoenix guys and they just spotted the Sparklets Man! Don't be caught rejoicing, cuz that smile you treated yourself to will morph into a quizzical expression of disbelief before long! Pretend you've been there before, cuz, Lord knows, you have - multiple times. Why waste the time and energy thinking upbeat thoughts? You know where you'll be in just a few days. In order to succeed in the stock market, you must remain very low key, and downright disgusted with the stocks you love best. Dour, that's the attitude you need, and a generous helping of it. Bitter is excellent as well, and quite becoming when you share with others! Grim and sullen.... at all times - you just can't beat that! Do not allow yourself a moment of joy, even the hint of a smile when you see green can be fatal, cuz they'll come and they'll get you. Believe me, you should strive for downtrodden, hopeless, and pathetic. You wanna laugh? Then watch a good comedy, you wanna make money on Wall Street, never let yourself get above solemn, and if you do, for goodness sake, don't let anyone else see you! |
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Post by kc on Oct 20, 2014 20:06:51 GMT -5
Baba your 100% right. This is not a 5K but it's a Ultra Marathon. It's only started. We are in only the 2nd month of a 12 to 24.month run. Anything can happen on every single lap so we just have to be ready for the up's and down's. There will be many that will test our will but we will prevail. Pay attention to milestones. The next one is the Sanofi Investor Relations call introducing Afrezza November 20, 2014 at the Genzyme headquarters in Boston. By the way, Sanofi liked Genzyme so much they bought the company. Hmm why have this introduction at the Genzyme facility vs the Sanofi North American HQ in New Jersey?
Sanofi has a unique way of partnerships. just remember REGN and ALNY. first partners then 24 months later buying into REGN. In the case of ALNY they bought in 16 months. Go figure. Goldman gave the neutral rating so that they wouldn't look like a little piggy when the stock explodes. There was a hidden message that was ACUMULATE NOW. I stated before this was a + or - rating. They are slick smart whores in the game of screwing the small investor.
The Ultra Marathon will run for a long time. One of my favorite tunes for the Marathon is DREAMBOAT ANNIE by Heart. I guess that is fitting.
Heading out this morning into the sun
Riding on the diamond waves, little darlin' one
Warm wind caress her
Her lover it seems
Oh, annie
Dreamboat annie my little ship of dreams
Going down the city sidewalk alone in the crowd
No one knows the lonely one whose head's in the clouds
Sad faces painted over with those magazine smiles
Heading out to somewhere won't be back for a while.
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Post by dreamboatcruise on Oct 20, 2014 20:23:36 GMT -5
Does anyone have access to the complete report? Seems like a key question is what sales are they projecting for 2015, 16, 17?
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Post by trenddiver on Oct 20, 2014 21:45:05 GMT -5
Any chance this is a Sanofi/GS endeavor?
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Post by babaoriley on Oct 20, 2014 23:03:46 GMT -5
Trend, you are sooooooooooooooooooooo bad!
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Post by jpg on Oct 21, 2014 0:09:32 GMT -5
Hey, jpg, I'm getting the distinct impression you're not one of Goldman's bigger fans! Heaven help me, my intuition is so good, it sometimes scares me! Okay, you can admit it, I'm reading you correctly, right, right? Putting that bit of solid analysis aside for now, c'mon, everyone, this GS-BS is just par for the course. Another, albeit slightly more subtle, hit piece on the (bumpy, rugged) road to fame and fortune! There will be more of the same to come, and they'll be some more favorable ones out there, too. As long as the short interest is ridiculously high, this kind of stuff will waft our way from time to time. jpg, buddy, did I mention I hear you, I understand you, you are clearly not a Goldman fan! As for the rest of you, this GS article is brought to you courtesy of your attempt at light-hearted fun and giddiness over the weekend, talking $20 share price, yachts, caviar, Monaco, belly-dancers, and the like! You all ought to be ashamed! You definitely cost MNKD longs money today! Karma is a very powerful force in the investment world. Heck, the stock has a couple of decent days and you all act as if you were the Flight of the Phoenix guys and they just spotted the Sparklets Man! Don't be caught rejoicing, cuz that smile you treated yourself to will morph into a quizzical expression of disbelief before long! Pretend you've been there before, cuz, Lord knows, you have - multiple times. Why waste the time and energy thinking upbeat thoughts? You know where you'll be in just a few days. In order to succeed in the stock market, you must remain very low key, and downright disgusted with the stocks you love best. Dour, that's the attitude you need, and a generous helping of it. Bitter is excellent as well, and quite becoming when you share with others! Grim and sullen.... at all times - you just can't beat that! Do not allow yourself a moment of joy, even the hint of a smile when you see green can be fatal, cuz they'll come and they'll get you. Believe me, you should strive for downtrodden, hopeless, and pathetic. You wanna laugh? Then watch a good comedy, you wanna make money on Wall Street, never let yourself get above solemn, and if you do, for goodness sake, don't let anyone else see you! You are good! No I am not a big fan of Goldman. The only people they look out for is Goldman management. Not even their shareholders. They routinely rip off their clients and are a menace to society by their political clout and systemic importance. I have seen this Goldman movie before with Crucell, Illumina any others. They did versions of the same thing before a buyout and a extraordinary run up. How anyone even listens to them, their projections or price targets always surprises me. The only reason they move the needle is not because they are right but because people listen or care about what they have to say and usually get to move markets enough to seem credible. Ironically it is now impossible to know what they really are trading (new regulations for transparency have forced them underground it seems) but I wouldn't be surprised if their 'staying on the sidelines' is valid till the price goes down a bit more and then they rush in and then when well positioned they do a massive upgrade. White collar crooks. Did I tell you you were right and I do not like Goldman? I do disagree that being depressed or sullen is any better then being euphoric. Neutral, detached and analytic is probably a safer state of mind. At least that's what has worked for me so far in biotech. Read and learn from the pumpers and bashers, get to know them for what they are and then make up your own mind. Listen to your neutral understanding of a situation. Maybe MNKD will prove me wrong... JPG |
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Post by babaoriley on Oct 21, 2014 0:29:33 GMT -5
"Neutral, detached and analytic is probably a safer state of mind."
Gosh, I wish I could do that! I used to go from the penthouse straight to the basement and back up again. Turned out, that was causing lightheadedness and giving me the bends, so I eliminated all trips to the penthouse and now I just stay in the sub-basement.... perhaps if the light shines at some point, I'll crawl out!
jpg, how about a book, "101 Reasons to Hate Goldman Sachs." You're about halfway there, just tonight!
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Post by jpg on Oct 21, 2014 2:07:10 GMT -5
"Neutral, detached and analytic is probably a safer state of mind." Gosh, I wish I could do that! I used to go from the penthouse straight to the basement and back up again. Turned out, that was causing lightheadedness and giving me the bends, so I eliminated all trips to the penthouse and now I just stay in the sub-basement.... perhaps if the light shines at some point, I'll crawl out! jpg, how about a book, "101 Reasons to Hate Goldman Sachs." You're about halfway there, just tonight! Did I mention the extraordinary over representation of world central bankers and 'top financial officials' in the US and around the world with direct links to Goldman Sachs? And where do despots send their kids to do internships? It's basically crony capitalism and historically those type of set up have ended badly for everyone. The people at Goldman are maximizing self interest to the extreme and we are collectively letting them push our system to the extreme so they can benefit. Dangerous... As if the last financial meltdown has thought us nothing. Chapter 2... JPG |
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Post by kc on Oct 21, 2014 7:51:44 GMT -5
One has to figure out what size position Goldman still holds in the stock. As of 6/30 they had sold down their position. But I have a feeling you can bet that they have been accumulating since August 11.
The level of transparency that they have it is almost 0%. They gave it a neutral rating only because they have been in the accumulation stages. As I said earlier this is her tip off that something is going to happen.
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Post by cybergym66 on Oct 21, 2014 8:07:46 GMT -5
One has to figure out what size position Goldman still holds in the stock. As of 6/30 they had sold down their position. But I have a feeling you can bet that they have been accumulating since August 11. The level of transparency that they have it is almost 0%. They gave it a neutral rating only because they have been in the accumulation stages. As I said earlier this is her tip off that something is going to happen. GS is using their brokerage muscle to hold the price down as they accumulate. Once they're done, all-of-a-sudden MNKD is a BUY! Go figure! We need to read the "tea leaves" and do the same. Weak investors aren't doing their DD and only following like sheep what GS says. Don't be surprised if the stock moves close to $6 again in the next few weeks that SA bash articles come out along with less than glowing analysts reports. We're getting close to good things happening with MNKD so hedge funds will be allocating money to their MNKD position and need time to do so. |
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Post by babaoriley on Oct 21, 2014 9:50:49 GMT -5
As I read this thread, I get the feeling the markets aren't totally on the up and up. Again, I'm getting a strong intuitive feeling of that, am I right (again)? LOL! We're rich(er) today!!
JPG, I submit that you are not as neutral and detached as you'd like to be re Goldman. I do believe that there are a lot of smart guys there, but I do believe the ethical standards are very low.
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