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Post by jpg on Feb 2, 2015 20:30:36 GMT -5
Baba is on a roll! On fire here.
I too would like to know better investment opportunities....
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Demand
Feb 2, 2015 20:44:26 GMT -5
Post by hankscorpio7 on Feb 2, 2015 20:44:26 GMT -5
I get it. But sometimes (too often?) if you are not preaching to the choir, watch out. Something tells me if we were having the same discussion at Exubera's launch, the lung function testing requirement would have been similarly dismissed. I have my share of investment hits and misses. Anyone here without a miss or two? Life is too short to read 50 posts about the pros and cons and minutia of a simple breath test that everyone knew about before the discussion started. I don't want to have to research how to 'ignore' on this site. In all these years, it hasn't been necessary...so far.... WTF? Someone held a gun to your head to read this thread? Valid points OD and thanks for the heads up. Some of us are building positions and appreciate views from the street. Not sure why people who trade or pay attention to short term trends are less noble. I don't know everything so I read your thread- thanks. |
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Demand
Feb 2, 2015 21:29:57 GMT -5
Post by od on Feb 2, 2015 21:29:57 GMT -5
Thanks for the sane response. I agree that primarygp's comment regarding spirometry not being a 'simple' test was questionable, but must it invalidate the overall comment. It is well documented that complying with Exubera's black box was one of many factors that contributed to the product's demise. If primary gp was involved with Exubera, then why should he/she not be concerned. I have said before that I believe that over time spirometer penetration will resolve itself. Call me selfish, but as a potential investor I want to know that any appropriate patient is worked-up and prescribed Afrezza with one office visit. I lived through the Inhale Therapeutics Systems/Nektar/Pfizer debacle and have a latent fear of deja vu all over again. I know Afrezza will be a wild success and will be a fellow long soon. Od, you wrote above, "I know Afrezza will be a wild success and will be a fellow long soon." And you have taken great pains in many of your posts to point out your neutrality in terms of share ownership (or negative ownership, as in shortness, which is also strongly implied by your posts). So let me give you the one and only reason I can figure you are not a long yet (cuz why would you risk the price running away from you with this "wild success" of a company). It's cuz you're waiting for some money with which to invest. At the same time, however, you've indicated or at least implied that this is not your first rodeo, so it's unlikely that you don't have any other stocks right now. So, you must be holding stocks that look at least as good as the "wild success" that you know MNKD will be, otherwise you would sell a portion of them to get into MNKD now, as no one knows which way it's going, but again, why take a chance on losing out on a "wild success." So, I guess, this is a long-winded way (Ezra, another clue) of saying please share with us these other "wild success" stories that you likely currently hold, I've said for years we should diversify!! 1 - I am not so self-important to believe that my opinions will move a market - my take is my take (long or short, and I am neither re: MNKD/SNY); I am not a rocket scientist (as you probably surmise). 2 - My interest in Afrezza is as much driven by my personal business experiences pre-Exubera commercialization, as it is with current MNKD opportunity. 3 - I said I believe Afrezza will be a wild success, not MNKD (though I believe it is an excellent investment, and will be for at least a few dollars PPS more. I learned my lesson in the early AMGN days.) If I had it to do again, I would say "great success" and define it - SNY changing provider's prescribing behavior and the revenues that follow. 4 - Thanks for leaving the spirometry discussion behind. |
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Post by jpg on Feb 2, 2015 21:35:17 GMT -5
Move on od. Life is too short to read 50 posts about the pros and cons and minutia of a simple breath test that everyone knew about before the discussion started. I don't want to have to research how to 'ignore' on this site. In all these years, it hasn't been necessary...so far.... WTF? Someone held a gun to your head to read this thread? Valid points OD and thanks for the heads up. Some of us are building positions and appreciate views from the street. Not sure why people who trade or pay attention to short term trends are less noble. I don't know everything so I read your thread- thanks. Hi hanks, Not certain nobility was ever mentioned anywhere in this so far monarchy agnostic board? As for 'people who trade' I personally like them. I don't trade but suspect I have frequently benefited from buying shares traders were willing to sell rather cheaply. I also suspect that it's an almost impossible way to make any money as the vast majority of retail traders end up getting ripped off by HFTraders. As for paying attention to short term trends we have resident short term trend experts so feel free to share your views... The spirometry and Afrezza thing: I would venture to say anyone who isn't at least somewhat familiar with the ins and outs of this topic is new to the Mannkind story (and there is obviously nothing wrong with that). I think it just surprises many long time shareholders who post here when someone new shows up and puts such emphasis on what seems, to many of us longtime posters here anyway, the new 'flavour of the day' for shorts. Add the fact that certain new posters seem almost obsessed with the issue does make you wonder? No? |
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Post by jpg on Feb 2, 2015 21:48:08 GMT -5
Od, you wrote above, "I know Afrezza will be a wild success and will be a fellow long soon." And you have taken great pains in many of your posts to point out your neutrality in terms of share ownership (or negative ownership, as in shortness, which is also strongly implied by your posts). So let me give you the one and only reason I can figure you are not a long yet (cuz why would you risk the price running away from you with this "wild success" of a company). It's cuz you're waiting for some money with which to invest. At the same time, however, you've indicated or at least implied that this is not your first rodeo, so it's unlikely that you don't have any other stocks right now. So, you must be holding stocks that look at least as good as the "wild success" that you know MNKD will be, otherwise you would sell a portion of them to get into MNKD now, as no one knows which way it's going, but again, why take a chance on losing out on a "wild success." So, I guess, this is a long-winded way (Ezra, another clue) of saying please share with us these other "wild success" stories that you likely currently hold, I've said for years we should diversify!! 1 - I am not so self-important to believe that my opinions will move a market - my take is my take (long or short, and I am neither re: MNKD/SNY); I am not a rocket scientist (as you probably surmise). 2 - My interest in Afrezza is as much driven by my personal business experiences pre-Exubera commercialization, as it is with current MNKD opportunity. 3 - I said I believe Afrezza will be a wild success, not MNKD (though I believe it is an excellent investment, and will be for at least a few dollars PPS more. I learned my lesson in the early AMGN days.) If I had it to do again, I would say "great success" and define it - SNY changing provider's prescribing behavior and the revenues that follow. 4 - Thanks for leaving the spirometry discussion behind. I don't get # 3? If Afrezza is a wild success so will Mannkind. It's a rather simple linear relationship? No? As for Amgen I get that even less? Since it's IPO Amgen has gone up 146,253.17%. If you got in even at 10 times the IPO price you would still be up 14 thousand %... So why is AMGN scaring you away from MNKD? Not to restart the spirometry issue (but I will) are you reassured now or do you still think (as your first posts seem to suggest) that spirometry will be the downfall of Afrezza? Last thing: what are your better investments at this time point and when do you think you will buy Sanofi or Mannkind (and why)? Thank you, JPG |
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Demand
Feb 2, 2015 21:51:24 GMT -5
Post by od on Feb 2, 2015 21:51:24 GMT -5
WTF? Someone held a gun to your head to read this thread? Valid points OD and thanks for the heads up. Some of us are building positions and appreciate views from the street. Not sure why people who trade or pay attention to short term trends are less noble. I don't know everything so I read your thread- thanks. Hi hanks, Not certain nobility was ever mentioned anywhere in this so far monarchy agnostic board? As for 'people who trade' I personally like them. I don't trade but suspect I have frequently benefited from buying shares traders were willing to sell rather cheaply. I also suspect that it's an almost impossible way to make any money as the vast majority of retail traders end up getting ripped off by HFTraders. As for paying attention to short term trends we have resident short term trend experts so feel free to share your views... The spirometry and Afrezza thing: I would venture to say anyone who isn't at least somewhat familiar with the ins and outs of this topic is new to the Mannkind story (and there is obviously nothing wrong with that). I think it just surprises many long time shareholders who post here when someone new shows up and puts such emphasis on what seems, to many of us longtime posters here anyway, the new 'flavour of the day' for shorts. Add the fact that certain new posters seem almost obsessed with the issue does make you wonder? No? jpg, I don't disagree with any of your comments. If you reread all of my posts on this board I think you will agree that my concern is not about the black box killing Afrezza; it is simply about expectations on NRx ramp-up. If I was telling you the sky is blue, I apologize. Maybe I have been polluted by YMB posters believing blockbuster status begins on day 1. Vote me off the island, if you must. |
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Post by jpg on Feb 2, 2015 21:59:01 GMT -5
Hi hanks, Not certain nobility was ever mentioned anywhere in this so far monarchy agnostic board? As for 'people who trade' I personally like them. I don't trade but suspect I have frequently benefited from buying shares traders were willing to sell rather cheaply. I also suspect that it's an almost impossible way to make any money as the vast majority of retail traders end up getting ripped off by HFTraders. As for paying attention to short term trends we have resident short term trend experts so feel free to share your views... The spirometry and Afrezza thing: I would venture to say anyone who isn't at least somewhat familiar with the ins and outs of this topic is new to the Mannkind story (and there is obviously nothing wrong with that). I think it just surprises many long time shareholders who post here when someone new shows up and puts such emphasis on what seems, to many of us longtime posters here anyway, the new 'flavour of the day' for shorts. Add the fact that certain new posters seem almost obsessed with the issue does make you wonder? No? jpg, I don't disagree with any of your comments. If you reread all of my posts on this board I think you will agree that my concern is not about the black box killing Afrezza; it is simply about expectations on NRx ramp-up. If I was telling you the sky is blue, I apologize. Maybe I have been polluted by YMB posters believing blockbuster status begins on day 1. Vote me off the island, if you must. If I reread your posts I still come away with a strong emphasis on spirometry being a big problem for Afrezza and a lot of unusual language that in no way can ever be confounded with blue sky anything. On the contrary. If you would be so kind as to address my questions above. Thank you, JPG |
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Post by rak5555 on Feb 2, 2015 22:03:26 GMT -5
Oh Crap! This whole time I thought SPIROmetry was a device used to test Spiro's optimism.
Hey Brentie - does the document you found in Vegas address the Spirometry requirement?
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Demand
Feb 2, 2015 22:09:17 GMT -5
Post by od on Feb 2, 2015 22:09:17 GMT -5
1 - I am not so self-important to believe that my opinions will move a market - my take is my take (long or short, and I am neither re: MNKD/SNY); I am not a rocket scientist (as you probably surmise). 2 - My interest in Afrezza is as much driven by my personal business experiences pre-Exubera commercialization, as it is with current MNKD opportunity. 3 - I said I believe Afrezza will be a wild success, not MNKD (though I believe it is an excellent investment, and will be for at least a few dollars PPS more. I learned my lesson in the early AMGN days.) If I had it to do again, I would say "great success" and define it - SNY changing provider's prescribing behavior and the revenues that follow. 4 - Thanks for leaving the spirometry discussion behind. I don't get # 3? If Afrezza is a wild success so will Mannkind. It's a rather simple linear relationship? No? As for Amgen I get that even less? Since it's IPO Amgen has gone up 146,253.17%. If you got in even at 10 times the IPO price you would still be up 14 thousand %... So why is AMGN scaring you away from MNKD? Not to restart the spirometry issue (but I will) are you reassured now or do you still think (as your first posts seem to suggest) that spirometry will be the downfall of Afrezza? Last thing: what are your better investments at this time point and when do you think you will buy Sanofi or Mannkind (and why)? Thank you, JPG Re: #3, if Baba was holding my feet to the fire, I thought accuracy was important. Yes, it should be a linear relationship. My Amgen point - I didn't chase it for the wrong reasons. You are correct that there was plenty of time to get in, and while I don't believe MNKD is another post IPO AMGN, I think there is time to get in without being concerned about timing a near term bottom. (Chased XOMA in the old days...ouch.) Re: spirometry, check-out my post that crossed with yours. (My spriometry concern is only about NRx ramp-up.) Accuracy again - I never said I currently had a 'better investment'. My position will be in MNKD. My gut told me mid-January was time to buy, I did not. Will wait for first few IMS reports. (I know, I said I was not compulsive about timing, but if NRxs are low, I will take advantage of the dip.) |
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Demand
Feb 2, 2015 22:09:41 GMT -5
Post by brentie on Feb 2, 2015 22:09:41 GMT -5
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Demand
Feb 2, 2015 22:40:28 GMT -5
Post by babaoriley on Feb 2, 2015 22:40:28 GMT -5
Oh Crap! This whole time I thought SPIROmetry was a device used to test Spiro's optimism. Hey Brentie - does the document you found in Vegas address the Spirometry requirement? Rak, any such device would be good for one use only, he'd blow it up! |
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Post by njguy on Feb 2, 2015 23:07:46 GMT -5
Baba, I couldn't resist to register finally and post - long time reader from the agroracaom days but first time poster.  Have seen some of your photos posted on the Agroracom board from a previous annual meeting. I plan to attend the annual meeting in Danbury and hope to meet some of you there. Thank You All and All the best to everyone. |
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Demand
Feb 2, 2015 23:28:28 GMT -5
lynn likes this
Post by babaoriley on Feb 2, 2015 23:28:28 GMT -5
Stick around, njguy! I have to admit I shuddered a bit when I read "Have seen some of your photos posted..." until I read the rest of the sentence. Well, if I don't make it back to Danbury, be sure that you take a bunch of photos and post them here! Please just post really, really positive things - so many here do not want to be reminded of their own financial mortality.  You can PM me all the bad things or bad feelings you may have, I will try to present it to the others in palatable form. Some people here can be downright rude to negatively-slanted newcomers - can you imagine? I've become pretty optimistic on this board, really, but I talk to several people here often and, believe me, that's when I trash the company! It's for their own good, you understand. |
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Post by liane on Feb 3, 2015 5:59:46 GMT -5
Baba, I couldn't resist to register finally and post - long time reader from the agroracaom days but first time poster. Have seen some of your photos posted on the Agroracom board from a previous annual meeting. I plan to attend the annual meeting in Danbury and hope to meet some of you there. Thank You All and All the best to everyone. I think we'll have a very large group photo. Must get Al Mann in the photo! |
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Post by dreamboatcruise on Feb 3, 2015 10:45:34 GMT -5
Stick around, njguy! I have to admit I shuddered a bit when I read "Have seen some of your photos posted..." until I read the rest of the sentence. Well, if I don't make it back to Danbury, be sure that you take a bunch of photos and post them here! Please just post really, really positive things - so many here do not want to be reminded of their own financial mortality. You can PM me all the bad things or bad feelings you may have, I will try to present it to the others in palatable form. Some people here can be downright rude to negatively-slanted newcomers - can you imagine? I've become pretty optimistic on this board, really, but I talk to several people here often and, believe me, that's when I trash the company! It's for their own good, you understand. Are you accusing some of us of huffing powdered kool aid from our dreamboats? |
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