Deleted
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Post by Deleted on Mar 25, 2015 10:15:09 GMT -5
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Post by nemzter on Mar 25, 2015 10:24:25 GMT -5
She's polluting that thread with her *expert* analysis.
Sounds familiar, PA?
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Post by compound26 on Mar 25, 2015 12:33:27 GMT -5
Below is PA's comment on Seeking Alpha on March 5.
"I don't see where you get that the debt will be reduced to 100M at year end. The 10K points out that the company just added another $3M of debt last quarter, borrowing under the Sanofi financing facility to cover the losses attributable to Afrezza that quarter. This loan is paid for at an interest rate over 8%."
Below is Jenny's comment on Tudiabetes.org on March 25.
"MannKind does NOT have plenty of cash. If they did, they wouldn't have already had to borrow $3M from Sanofi's line of credit by the end of 2014--borrowing it at an interest rate over 8% to cover their share of expenses run up by then, which was disclosed in a footnote of their Annual Report."
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Who is PA?
Mar 25, 2015 12:40:57 GMT -5
via mobile
Post by savzak on Mar 25, 2015 12:40:57 GMT -5
Below is PA's comment on Seeking Alpha on March 5. "I don't see where you get that the debt will be reduced to 100M at year end. The 10K points out that the company just added another $3M of debt last quarter, borrowing under the Sanofi financing facility to cover the losses attributable to Afrezza that quarter. This loan is paid for at an interest rate over 8%." Below is Jenny's comment on Tudiabetes.org on March 25. "MannKind does NOT have plenty of cash. If they did, they wouldn't have already had to borrow $3M from Sanofi's line of credit by the end of 2014--borrowing it at an interest rate over 8% to cover their share of expenses run up by then, which was disclosed in a footnote of their Annual Report." That's some darned good sleuthing!
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Post by compound26 on Mar 25, 2015 13:37:59 GMT -5
Below is PA's comment on Seeking Alpha on Feb 27, 2015.
"As a result, I sold my modest holdings in MNKD today.....Though it was only a small part of my portfolio, it was taking too much of my time and attention. "
Below is Jenny's comment on Tudiabetes.org on March 14, 2015.
"Correction: I was an investor in Afrezza, but I sold my shares after the product launched, because my observations of how biased the investor community was made me doubt that it was possible to stay objective and have a stake in the company....I didn't have enough invested to make a significant difference in my financial position even if the company had lived up to investor dreams, so I sold all my shares."
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Post by Deleted on Mar 25, 2015 13:47:52 GMT -5
such a hypocrite i would say.. She wanted the investors to be out o the forum while she writes a whole story on her investment thesis
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Post by compound26 on Mar 25, 2015 13:55:59 GMT -5
The time the two sold their shares:
"Feb 27, 2015" vs "After the product launched (launched on Feb. 3, 2015)".
The position size the two hold:
"A small part of my portfolio" vs "I didn't have enough invested to make a significant difference in my financial position even if the company had lived up to investor dreams".
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Post by jpg on Mar 25, 2015 14:00:33 GMT -5
OK. You have convinced me...
Jenny is PA. Kind of twisted and manipulative no? Strange...
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Post by s4cure on Mar 25, 2015 14:04:10 GMT -5
I think everyone is doing a great job uncovering the truth here. Now when we look back upon PA's past articles/comments we have a better understanding of the context and where she was coming from.
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Post by jpg on Mar 25, 2015 14:14:59 GMT -5
I wonder if she is getting paid to do any of this or is all for a personal (and direct) financial interest or just an ego thing?
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Post by gomnkd on Mar 25, 2015 14:38:54 GMT -5
This is just a distraction. I don't give a mouse's bottom as to what her agenda is. In the end, what she says or doesn't say don't matter. Each investor needs to do enough DD to have conviction and confidence. We've seen subtle bashing, outright pumping etc. What matters eventually is sales. Jenny has done a masterful job of using her Goebbelsian skills to confuse low information diabetics and investors. Too bad if some genuine diabetics are turned off.
She has gotten enough publicity already. In the end, she is nobody. Let her post breathlessly in diabetic forums.
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Deleted
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Post by Deleted on Mar 25, 2015 16:11:42 GMT -5
From Tu posted by her on 3-25-15:
When I was invested in the company, I read all their SEC documents including the quarterly and annual statements and what is publicly revealed about their contract with Sanofi--much of which was kept secret from investors and replaced with asterisks in the documents. What I found in these documents was quite different from what bullish supposedly professional analysts writing for pennies a click had been telling investors. The latest annual report doesn't even have a clean Auditor's signoff. This is a huge red flag to anyone who has actually learned anything about reading these kinds of statements.
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Post by Deleted on Mar 25, 2015 16:13:54 GMT -5
smoke screen. She knows you guys are on to her. Hi PA.
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Post by jpg on Mar 25, 2015 16:27:00 GMT -5
Agreed. She knows we know and by extension that her fans know.
This is really strange. Wow. She just trashed over 10 years of her 'honest Jenny' reputation to post a few poorly thought out financial analysis pieces on Seeking Alpha as Psycho Analyst. I hope she got paid well for that. Talk of making poor choices. Wow...
I'm actually almost a bit sad for her.
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Post by brentie on Mar 25, 2015 17:00:11 GMT -5
I've got to admit, I'm amazed at the board's detective work. Columbo would be proud.
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