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Post by bradleysbest on May 13, 2015 16:16:58 GMT -5
I hope your right KC! Would go down as one of the greatest moves of all time! Shorts would need new shorts....
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Post by kc on May 13, 2015 16:22:22 GMT -5
Bradley didn't we all think they did a horrible job of communication last Friday? Was the tone and tenor different today?
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Post by eddiemoy on May 13, 2015 16:33:56 GMT -5
the tone was of real confidence that everything will pick up. matt mention that by august he would be really surprised the price would not be higher. i like that they revealed that they have 1 of 4 products in the pipeline and the second product will go in end of year! still mentioning the poc will be 18 months, but i'm hoping they can speed it up as the sales for afrezza bring in more revenue.
also matt revealed that they can't say much so they have a leg up on the competition and to build some patents for protection of their new products!
matt is not worried at all about the 100m convertable coming up in august, many options to do, but want to wait to see what the share price is at before making final decision. he also mention the 100m shares short, so they are well aware of the attack...
i also like that they mention that they are aware of what strategy sanofi is using to sell and market the product as both companies have to approve. matt also mention he is happy with the strategy.
anyway, left me feeling really good about my investment so i added more!
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Post by chicagpete on May 13, 2015 16:51:17 GMT -5
the tone was of real confidence that everything will pick up. matt mention that by august he would be really surprised the price would not be higher. i like that they revealed that they have 1 of 4 products in the pipeline and the second product will go in end of year! still mentioning the poc will be 18 months, but i'm hoping they can speed it up as the sales for afrezza bring in more revenue. also matt revealed that they can't say much so they have a leg up on the competition and to build some patents for protection of their new products! matt is not worried at all about the 100m convertable coming up in august, many options to do, but want to wait to see what the share price is at before making final decision. he also mention the 100m shares short, so they are well aware of the attack... i also like that they mention that they are aware of what strategy sanofi is using to sell and market the product as both companies have to approve. matt also mention he is happy with the strategy. anyway, left me feeling really good about my investment so i added more! Good summary. I attended conference in person. Al Mann had the inhaler in hand and showed audience on how to use while Matt speaking about inhaler. It was classic. 16 people in audience - who Matt and Al were pretty familiar with. Matt acknowledged growing short position - but he didn't rule out that pps will change materially by August - which would allow various other options of handling debt. I also liked Matt using word "blockbuster" a couple of times during presentation. I am leaving Wynn now - extremely comfortable with my position. |
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Post by eddiemoy on May 13, 2015 16:55:47 GMT -5
the tone was of real confidence that everything will pick up. matt mention that by august he would be really surprised the price would not be higher. i like that they revealed that they have 1 of 4 products in the pipeline and the second product will go in end of year! still mentioning the poc will be 18 months, but i'm hoping they can speed it up as the sales for afrezza bring in more revenue. also matt revealed that they can't say much so they have a leg up on the competition and to build some patents for protection of their new products! matt is not worried at all about the 100m convertable coming up in august, many options to do, but want to wait to see what the share price is at before making final decision. he also mention the 100m shares short, so they are well aware of the attack... i also like that they mention that they are aware of what strategy sanofi is using to sell and market the product as both companies have to approve. matt also mention he is happy with the strategy. anyway, left me feeling really good about my investment so i added more! Good summary. I attended conference in person. Al Mann had the inhaler in hand and showed audience on how to use while Matt speaking about inhaler. It was classic. 16 people in audience - who Matt and Al were pretty familiar with. Matt acknowledged growing short position - but he didn't rule out that pps will change materially by August - which would allow various other options of handling debt. I also liked Matt using word "blockbuster" a couple of times during presentation. I am leaving Wynn now - extremely comfortable with my position. there were only 16 people in the audience? interesting... |
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Post by chicagpete on May 13, 2015 17:05:21 GMT -5
Good summary. I attended conference in person. Al Mann had the inhaler in hand and showed audience on how to use while Matt speaking about inhaler. It was classic. 16 people in audience - who Matt and Al were pretty familiar with. Matt acknowledged growing short position - but he didn't rule out that pps will change materially by August - which would allow various other options of handling debt. I also liked Matt using word "blockbuster" a couple of times during presentation. I am leaving Wynn now - extremely comfortable with my position. there were only 16 people in the audience? interesting... Yes. Including me. |
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Post by nuklerfizzacist on May 13, 2015 17:05:37 GMT -5
That was a nice presentation! Kudos! Not sure if you can honestly claim he purposefully tanked the CC last week, but this, regardless, was a nice reversal. Now for the sp.
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Post by kball on May 13, 2015 17:14:56 GMT -5
there were only 16 people in the audience? interesting... Yes. Including me. Anyone with some figures as to how many expected to attend the june meetings/presentations? Hoping for a few hundred at least. Am i delusional? |
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Post by joeypotsandpans on May 13, 2015 17:17:16 GMT -5
They were back on the west coast pacific time for this presentation....the conference call they were 3 hrs ahead...anyone bet on west coast teams that travel 3 time zones ahead? They usually don't perform as well and they are in much better physical condition than "our team"....although Al sure had a hearty appetite and his demeanor was great afterwards at the buffet while chowing down those braised short ribs at the Wynn eh Petey?  |
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Post by chicagpete on May 13, 2015 17:25:07 GMT -5
They were back on the west coast pacific time for this presentation....the conference call they were 3 hrs ahead...anyone bet on west coast teams that travel 3 time zones ahead? They usually don't perform as well and they are in much better physical condition than "our team"....although Al sure had a hearty appetite and his demeanor was great afterwards at the buffet while chowing down those braised short ribs eh Petey Yep. Al looked good. Hearty appetite. Much laughter at the conf buffet table afterwards. He did comment - off record - that he had a recent surgery and is now semi retired |
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Post by mnholdem on May 13, 2015 17:37:10 GMT -5
This board certainly seems to be in a celebratory spirit, for good reason as Matt confirmed many things that were largely speculation about what was, is and will be happening.
It's getting tougher for short interests, and I hope some good press coverage overwhelms the tired old Wall Street naysayers. Realistically, though, I think it would be foolish to expect upgrades following the fine BofA presentation. Not until substantially increasing sales validates what Matt was saying.
Personally (and I've gone on record / posted on this before) I expect Afrezza sales to continually grow like Lantus did. Not the same numbers, but a relentless and steady increase week after week, indicative of what this pharmaceutical giant's proven history demonstrates as their strength. They GROW drug sales.
Once solid retail sales figures remove all doubt, we'll see upgrades and, of course, some backpedaling.
I think shorts are in serious trouble, and yet slow growth may enable them to make a somewhat orderly exit. Frankly I am hoping the Mr. fish bails (covering his estimated 20% of the current SI) and causes a panic. That's only because I have a sense of justice...and admittedly a bit of a mean streak (chuckle).
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Post by tigiron on May 13, 2015 17:58:21 GMT -5
Somebody should write up an SA article to cheer up the crowd and strengthen longs.
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Post by tmann on May 13, 2015 18:08:43 GMT -5
Does Al have no political friends? The SEC could shut the very obvious short syndicate down without formal proceedings.
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Post by babaoriley on May 13, 2015 18:10:42 GMT -5
My guess is that some feedback got through. Such a diplomatic way of saying someone lit a fire under ..... Or possibly testosterone or other steroid therapy? Works for ballplayers.... |
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Post by daduke38 on May 13, 2015 18:14:04 GMT -5
Do you sense that Matt and Al set up the ultimate game of chess for the shorts last Friday? The delivered the news and only the news and had even the longs concerned as it was a just giving out information. But today they surprised even us with a very nice slick presentation and a great slide deck. They set the stage last week to get everyone's attention in the investment world and it did exactly that from the longs and shorts. The bashing was really horrible. But today they presented what we thought they should have last week?
Checkmate. They do have a game plan and the know how to execute it. Starting to wonder if the CC wasn't planned to be the way it was. If I am reading you correctly, I think you are sensing the same thing. Matt hit a grand slam today! I have to admit I was a bit jaded Friday, but today, I am more convinced than ever. And longs WERE concerned for the most part. Read several KNOWN and TRUSTED longs, even from this board who were thinking the same as I was Friday. Not all of you. Gotta give credit to those that weren't rattled Friday. You know who you are! |
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