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Post by Deleted on Sept 10, 2015 23:21:00 GMT -5
Sometimes its not what you see, but what you don't see that bothers you. With MNKD, we do see massive FUD, 100+million shorts, unimpressive scripts thus far, falling PPS, bogus articles and downgrades, etc... But what we don't see anymore with MNKD, since the SNY partnership, is an excited and inspired Al MAnn, we don't see or hear Al's vision anymore, and as a result, are thrust into a speculating whirlwind. The silence of Al bothers me. After spending more than a decade getting Afrezza approved, seems reasonable that a man in his nineties deserves to throttle back. You will be hearing less and less from him so it would be good to decide MannKind is a long term investment or sell and move on. |
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Post by afrizzle on Sept 11, 2015 7:15:25 GMT -5
I wonder, if I was a MannKind exec and my shareholders had already sued me once, would I be more cautious and provide only the minimum required information. I don't know but I think I'd probably spend on my time focused on creating shareholder value and let the stock price shake out as a result of the growth. www.law360.com/articles/376902/mannkind-to-pay-23m-in-investor-suit-over-diabetes-drugOr, would I risk making statements closer to the bleeding edge to quiet the rabble. I'm sure I'd be tempted but I hope I'd have the wisdom not to get involved too much in the day to day skirmishes. In a related thread we were referencing the Volks - Porsche short squeeze and I noticed that the lawsuits from that epic event just settled a year ago. www.reuters.com/article/2014/08/15/cbusiness-us-porsche-volkswagen-idCAKBN0GF1KJ20140815My take away, that the comment about "no intention" led to a half decade distraction in court. I really believe MNKD is a winner in waiting and would rather grit it out during times the FUDsters beat it down than look to management to get involved in the daily share price wars. Caveat - I'm not trying to say that management shouldn't make legitimate comments or press releases when positive things happen (12u, oxytocin, new lines started today) |
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Post by garrett on Sept 11, 2015 7:21:09 GMT -5
If MNKD went Bankrupt would Sanofi not come in and buy up the rights to Afrezza for pennies on the dollar and continue commercialization? I'd like to understand your notion that Sanofi would not allow MNKD to go bankrupt. Could you clarify? How would MNKD's share price have anything to do with the potential of MannKind filing bankruptcy? Mannkind's balance sheet is not an issue - they are paying their bills and restructuring their debt as payment becomes due. |
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Post by Deleted on Sept 11, 2015 7:37:13 GMT -5
Harry I sense a bit of FUD in your postings. Trying to confuse with the other Harry? Excuse me if I share the same name as another poster on this board LOL didn't mean to "confuse" you. But. Why not simply choose another name? I agree with KC. Your posts seem borderline FUD. |
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Post by liane on Sept 11, 2015 7:53:43 GMT -5
I think we all recognize Harry's sasquatch as the original harry.  |
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Post by Deleted on Sept 11, 2015 7:58:49 GMT -5
Sometimes its not what you see, but what you don't see that bothers you. With MNKD, we do see massive FUD, 100+million shorts, unimpressive scripts thus far, falling PPS, bogus articles and downgrades, etc... But what we don't see anymore with MNKD, since the SNY partnership, is an excited and inspired Al MAnn, we don't see or hear Al's vision anymore, and as a result, are thrust into a speculating whirlwind. The silence of Al bothers me. Food for thought from Sun Tzu, The Art of War: All warfare is based on deception Pretend inferiority and encourage his arrogance A military operation involves deception. Even though you are competent, appear to be incompetent. Though effective, appear to be ineffective Let your plans be dark and as impenetratable as night, and when you move, fall like a thunderbolt |
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Post by robsacher on Sept 11, 2015 8:41:57 GMT -5
MannKind is under attach by Wall Street in particular Jason Karp. He and his allies will be relentless to rattle the confidence of shareholders, force you to sell and make $ while you suffer a loss. Keep in mind, MannKind has Alfred Mann, he has spent a considerable amount of time and $ to achieve FDA approval; he is not going to let MannKind slip into any financially difficulty during this transition period. If one looks at put option pricing, there is a fair probability it will fall below $2.00. My recommendation is to think like a business owner, you own a piece a wonderful company. Would you sell your property because someone told you it was worth far less than the price you paid? I don't know where the share price will be a year or two from now, however, I am extremely confident sales of Afrezza will be much greater than where they are now. I am a scientist and engineer, in fact nearly the same degrees as Al Mann and I can differentiate science from science fiction; MannKind is the real deal. If yesterday's price movement is an indication of what to expect over the next few months then I would say that this week's short raid was a failure. Someone sold a million shares at 9:30AM on Wed. which drove the p/s from 4.07 down to 3.73. The stock traded above that 3.73 for the entire day until shorts stepped in and dropped the p/s down to 3.67 a few minutes before closing. However, on the following day, yesterday, there was no further downward momentum and the p/s closed about 2.5% up. That seems to indicate that the short raid failed and that those who shorted were returning their shares. Shorts will continue to try and push the p/s down but it seems that that is a costly endeavor for them and that whoever is still holding shares is not selling. As I write this on Friday at 9:37AM, there is another short raid attempt happening and the p/s has just dropped to 3.63. I guess there's always some short willing to take the risk but it looks to me that the rock has hit the hard place. I have a strong feeling that this raid will fail too. MNKD may not hold $4 for awhile but it seems to be trading above $3.60. RS |
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Post by Deleted on Sept 11, 2015 8:56:22 GMT -5
With debt to be settled by end of September and borrowed shares to be returned in October, shorts have a short time frame before this game will end. If we make it to years end without it breaking $3, I doubt we will see it below $2.
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Post by Deleted on Sept 11, 2015 9:00:37 GMT -5
With debt to be settled by end of September and borrowed shares to be returned in October, shorts have a short time frame before this game will end. If we make it to years end without it breaking $3, I doubt we will see it below $2. If MNKD goes on sale for $2, I'll buy the Costco sized container. With 9 million shares returned, 9 million shorts who play by the rules would have to cover. In dollar terms, any guess as to what share price might spike to short term and then settle at after the initial over reaction? |
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Post by notamnkdmillionaire on Sept 11, 2015 9:04:03 GMT -5
Didn't Matt P state at a conference not that long ago that we'd start to see a pick up in scripts or did I miss hear him?
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Post by harrys on Sept 11, 2015 10:11:12 GMT -5
If MNKD went Bankrupt would Sanofi not come in and buy up the rights to Afrezza for pennies on the dollar and continue commercialization? I'd like to understand your notion that Sanofi would not allow MNKD to go bankrupt. Could you clarify? How would MNKD's share price have anything to do with the potential of MannKind filing bankruptcy? Mannkind's balance sheet is not an issue - they are paying their bills and restructuring their debt as payment becomes due. MNKDs share price would affect what sort of dilution an offering would bring to raise more capital. As we all know this is a biotech research company which needs millions of dollars a month to operate and much much more to bring new Technosphere drugs from the experimental stages of development to commercialization (partnership). As a shareholder I would love for Al to pump every last dollar he has into this operation for the benefit of MNKD, but I'm realistic and don't think he is or should. If Wallstreet continues to drive MNKD into the ground the secondary offering FUD they speak of may become a self-fulfilling prophecy just to maintain operations. |
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Post by harrys on Sept 11, 2015 10:13:25 GMT -5
Excuse me if I share the same name as another poster on this board LOL didn't mean to "confuse" you. But. Why not simply choose another name? I agree with KC. Your posts seem borderline FUD. Even on YMB I've never been attacked for my name... this is a new low. How am I supposed to know as a new member what the names of other members are on this board? |
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Post by novafett on Sept 11, 2015 10:16:53 GMT -5
My recommendation is to think like a business owner, you own a piece a wonderful company. Would you sell your property because someone told you it was worth far less than the price you paid? I don't know where the share price will be a year or two from now, however, I am extremely confident sales of Afrezza will be much greater than where they are now. I am a scientist and engineer, in fact nearly the same degrees as Al Mann and I can differentiate science from science fiction; MannKind is the real deal. I'm thinking like a home owner since that hits closer to home (nyuck nyuck). In 2008 the value of my home which i own took a clobbering. My house didn't change one bit, might have even gotten better thanks to the Honey-Do list  It may have been worth less than what i paid but considering i had/have no intentions of selling and moving out the "value" means jack squat to me. Fast forward 7 years and now it's again worth more that i initially paid. Welp i'm still here.  I think i'll do the same with MNKD which has seen it's value drop below what i paid for it but in 7 years who knows PS. I like the new profile pic sportsrancho! |
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Post by ezrasfund on Sept 11, 2015 10:24:53 GMT -5
MNKDs share price would affect what sort of dilution an offering would bring to raise more capital. As we all know this is a biotech research company which needs millions of dollars a month to operate and much much more to bring new Technosphere drugs from the experimental stages of development to commercialization (partnership). As a shareholder I would love for Al to pump every last dollar he has into this operation for the benefit of MNKD, but I'm realistic and don't think he is or should. If Wallstreet continues to drive MNKD into the ground the secondary offering FUD they speak of may become a self-fulfilling prophecy just to maintain operations. I will say that at the ASM I was speaking with Hakan after the meeting adjourned when someone asked him about the effect of the share price on the company's ability to continue operations. Hakan said simply and without equivocation that the share price would have no effect on MNKD's viability going forward, even if the price dropped to the $1 range [that was part of the question, not his answer]. I took that to mean that MNKD did not have plans to sell more stock on the open market. I will also say that Hakan's comment was not really part of the public record, and if it turned out to be incorrect it would not be the first time. |
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Post by ezrasfund on Sept 11, 2015 10:29:38 GMT -5
My recommendation is to think like a business owner, you own a piece a wonderful company. Would you sell your property because someone told you it was worth far less than the price you paid? I don't know where the share price will be a year or two from now, however, I am extremely confident sales of Afrezza will be much greater than where they are now. I am a scientist and engineer, in fact nearly the same degrees as Al Mann and I can differentiate science from science fiction; MannKind is the real deal. I'm thinking like a home owner since that hits closer to home (nyuck nyuck). In 2008 the value of my home which i own took a clobbering. My house didn't change one bit, might have even gotten better thanks to the Honey-Do list It may have been worth less than what i paid but considering i had/have no intentions of selling and moving out the "value" means jack squat to me. Fast forward 7 years and now it's again worth more that i initially paid. Welp i'm still here. I think i'll do the same with MNKD which has seen it's value drop below what i paid for it but in 7 years who knows PS. I like the new profile pic sportsrancho! I completely agree with your homeowner analogy, but would like to put it in terms of Warren Buffett's saying that "price is what you pay, value is what you get." The price of your home may have dropped but the value did not. |
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It may have been worth less than what i paid but considering i had/have no intentions of selling and moving out the "value" means jack squat to me. Fast forward 7 years and now it's again worth more that i initially paid. Welp i'm still here. 
I think i'll do the same with MNKD which has seen it's value drop below what i paid for it but in 7 years who knows