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Post by newmnkdinvestor on Sept 28, 2015 14:54:33 GMT -5
I think what we saw today was another short attack. They were trying to take the stock below $3.00 thereby triggering stop loss orders. Fortunately, we didn't dip below $3.00 today. If it does dip below $3, after a bunch of selling off, that would be a good time to buy more. None sense. The whole market is getting crushed. Bio is getting plowed like an euphony behind a mouse |
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Post by newmnkdinvestor on Sept 28, 2015 14:55:35 GMT -5
Two certainties: MannKind will not go bankrupt because Al will not allow that and scripts will continue to grow. From these two certainties the downside a few $ while the upside is much greater. I dont understand how either of those events are uncertain? You and Al speak and know their strategy? This is more like two assumptions from John that you believe as certainties. |
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Post by newmnkdinvestor on Sept 28, 2015 15:00:03 GMT -5
This (MNKD investment) was a rude awakening for me in how corrupt Wall Street is....... I think what the rude awakening should be is to watch what you read and believe on the internet about what you invest in. Shorting MNKD is corrupt? The FUD and all the other stuff is BS but it happens with every stock out there. So far we are all on the wrong side of the trade and until proven otherwise. |
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Post by thekindaguyiyam on Sept 28, 2015 15:53:34 GMT -5
Two certainties: MannKind will not go bankrupt because Al will not allow that and scripts will continue to grow. From these two certainties the downside a few $ while the upside is much greater.
1. Mannkind will not go bankrupt. Correct in my opinion.
2. Scripts will continue to grow. Correct; marketing is just starting
3. Conclusion: Downside is smaller than the upside. Correct; the fight hasn't been easy And the word is getting out.
Personally newmnkdinvestor I don't understand that why you don't understand probabilities. Why discount them so easily. Alfred Mann whose namesake company has Afrezza to offer the world. owns 42%? of the company if I recall. He's got skin in the game. His history is that he has provided money to the company in the past so to keep MNKD fight for FDA Approal as his priority. This was accomplished. Alfred further partnered with Sanofi (the leading pharmaceutical in Diabetes) with delivery to 121 countries. Which is why we have been seeing Afrezza Ads from Africa, Brazil China Austrail Canada etc. Sanofi was necessary to substantiate MNKD against the attacks we are from Cramer and crew. Diabetes is a Quarter Trillion Biz; which Pharmas do you think won't fight for market retention. So it takes time. Afrezza success will launch will fortify and launch Technosphere; something much bigger than Afrezza. While nothing is "certain" I understand what Kastanes is conveying. I'm in MNKD because I believe in the superiority and ease of the medication which gives patients more control in attaining a normal life The market is huge. Around a quarter trillion globally. It's just a matter of time for lable change. If you don't think that Kastanses point was relevant in these two factors supporting confidence; then I'm curious what motivated you to buy and if you are no longer comfortable in your investment and feel the way you, what keeps you invested? |
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Post by mssciguy on Sept 28, 2015 16:00:17 GMT -5
If and when you buy: Do it in the morning dip. Works like clockwork (until the clock gets broken).
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Post by centralcoastinvestor on Sept 28, 2015 17:02:35 GMT -5
"I dont understand how either of those events are uncertain? You and Al speak and know their strategy? This is more like two assumptions from John that you believe as certainties."
1. Mannkind will not go bankrupt. Correct in my opinion.
2. Scripts will continue to grow. Correct; marketing is just starting
3. Conclusion: Downside is smaller than the upside. Correct; the fight hasn't been easy And the word is getting out.
Personally newmnkdinvestor I don't understand that why you don't understand probabilities. Why discount them so easily. Alfred Mann whose namesake company has Afrezza to offer the world. owns 42%? of the company if I recall. He's got skin in the game. His history is that he has provided money to the company in the past so to keep MNKD fight for FDA Approal as his priority. This was accomplished. Alfred further partnered with Sanofi (the leading pharmaceutical in Diabetes) with delivery to 121 countries. Which is why we have been seeing Afrezza Ads from Africa, Brazil China Austrail Canada etc. Sanofi was necessary to substantiate MNKD against the attacks we are from Cramer and crew. Diabetes is a Quarter Trillion Biz; which Pharmas do you think won't fight for market retention. So it takes time. Afrezza success will launch will fortify and launch Technosphere; something much bigger than Afrezza. While nothing is "certain" I understand what Kastanes is conveying. I'm in MNKD because I believe in the superiority and ease of the medication which gives patients more control in attaining a normal life The market is huge. Around a quarter trillion globally. It's just a matter of time for lable change. If you don't think that Kastanses point was relevant in these two factors supporting confidence; then I'm curious what motivated you to buy and if you are no longer comfortable in your investment and feel the way you, what keeps you invested? I have read in several places that Al Mann stated that he would never leave money on the table again in a large deal. I don't know if this had to do with mini-med or something else. IMO Al has made the very best deal he knows how to make. My bet is that the price of getting the best deal was a controlled launch scenario and many other behind the scenes agreements. Long and strong here. Will add when I can. |
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Post by kc on Sept 28, 2015 17:31:53 GMT -5
The overall market is in big trouble. The world issues that we have either walked away from or caused are catching up with America. We are not leading the world anymore. Our friends can't trust us and we have problems in every corner. Unless we get some stability the bull market seems to be over. I hope that I am wrong but look around at everything our country used to stand for and ask the question if your an investor would you trust America to be a leader today. Not trying to make a political statement as much as saying we have some very significant issues all over the world and here at home.
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Post by mssciguy on Sept 28, 2015 17:49:35 GMT -5
The overall market is in big trouble. The world issues that we have either walked away from or caused are catching up with America. We are not leading the world anymore. Our friends can't trust us and we have problems in every corner. Unless we get some stability the bull market seems to be over. I hope that I am wrong but look around at everything our country used to stand for and ask the question if your an investor would you trust America to be a leader today. Not trying to make a political statement as much as saying we have some very significant issues all over the world and here at home. I agree completely. Personally I am very politically liberal but places like the zerohedge or David Stockman blog have been warning for years that the Wall Street bailout by the "Fed" (which is clearly not the Federal govt), the injection of trillions of dollars into Wall Street/banking sector, really undermined the Main Street economy, possibly irreversibly. Janet Yellen (I love her) knows what's happening and it's ruining her health. The greed machine is out of control and the hedgies like Shrek maybe just a symptom. Come on, we fed him Mike Douglas doing Gordon Gekko when he was a babe.... this krap comes back to bite us. I live in the mid west. I saw dozens of homes lost in my subdivision several years ago, and when I went to a homeowner's meeting last year, was told that the people who now own the foreclosed houses don't even know which ones they own.... they crashed the market, then picked up the carrion. So many people were screwed, all from Manhattan or Chicago or London skyscrapers (or equivalent). Tragic. That said, this is a very ethical stock.... but that doesn't mean it will be successful short term. |
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Post by esstan2001 on Sept 28, 2015 19:40:48 GMT -5
Why blame Wall Street? You don't think it has to do with the piss poor script count? I think its all to do with the script's. Seriously? There are pharma stocks with market caps that are multiples of Mannkind who don't have approved drugs yet. Their script numbers are thus zero. The scripts don't help, for sure, but to deny the street games being played with this stock is to be denying reality. Check out the number of times MNKD has been on the REG SHO list. The manipulation is driven by hedge funds, day trading "momentum traders" piling on, investment 'snakes' who shill for short sided interests, and a massive short position that is made worse by naked shorting and SEC indifference. And one more thing...in case you forgot, Mannkind partnered with Sanofi to market Afrezza. The ball is in their court. Many of us, recognizing the situation, are giving Sanofi time to do their work. Blaming the MNKD executive team for Afrezza sales is inappropriate, IMO. Their responsibility is cartridge production, and they have been executing in that realm. I'm a bit late to this party but I think we all need to remember that a large part of the share price is discounting the perception of whether Afrezza is going to be a commercial success or not, regardless of who handles the production and marketing. The fact that we message board longs may be giving Sanofi all or most of the time in the world to do their part really does not come into play all that much in this calculus. And as for MNKD management, tehy have little impact in this realm- as stated, they are executing on their (mfg) part (be nice to hear something regarding the technosphere pipeline). As far as valuation for a speculative biotech with no sales- simply put, they are typically priced based on the market potential of the drug / device / test, times the probability of it's ultimate success. While yes, WS shorts are playing games, shorting per se, is not the major issue; more so would be the FUD, and the hypothecation of many non existent shares being sold into the market. We can all make our best guesses as to what percentages are attributable to each issue, but the main contributors are likely the slow sales ramp, the associated uncertainty and questioning of Sanofi's commitment, the issues with docs adoption rates, logistics of spirometry tests, and insurance. Remove the fog of these items, have some favorable light fall upon our situation, some clarity, and the shorts / WS conspiracies will either fade away or (hopefully) go out in a big (short covering) bang! |
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Post by purge on Sept 28, 2015 19:59:26 GMT -5
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Post by bretzyboy on Sept 28, 2015 20:11:55 GMT -5
I apologize for being more philosophical than practical regarding "thoughts on positions" My choice in this matter is up to me, of that I am certain.
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Post by rch51 on Sept 28, 2015 21:15:39 GMT -5
The overall market is in big trouble. The world issues that we have either walked away from or caused are catching up with America. We are not leading the world anymore. Our friends can't trust us and we have problems in every corner. Unless we get some stability the bull market seems to be over. I hope that I am wrong but look around at everything our country used to stand for and ask the question if your an investor would you trust America to be a leader today. Not trying to make a political statement as much as saying we have some very significant issues all over the world and here at home. That's quite a statement for someone "not trying to make a political statement". |
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Post by ricguy on Sept 28, 2015 21:51:51 GMT -5
2 years baby and holding down 50% when will this thing go the right direction??? 2090? Bababooey?
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Post by mbseeking on Sept 29, 2015 7:33:21 GMT -5
Pretty ugly day yesterday in the US.. very ugly today in Asia.. some major Japan stocks down 6%. Maybe MNKD is not so volatile after all. I just cant get past it probably is a cure for diabetes. Why wouldn't I wont to own that?
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Post by kc on Sept 29, 2015 8:12:05 GMT -5
The overall market is in big trouble. The world issues that we have either walked away from or caused are catching up with America. We are not leading the world anymore. Our friends can't trust us and we have problems in every corner. Unless we get some stability the bull market seems to be over. I hope that I am wrong but look around at everything our country used to stand for and ask the question if your an investor would you trust America to be a leader today. Not trying to make a political statement as much as saying we have some very significant issues all over the world and here at home. That's quite a statement for someone "not trying to make a political statement". The world looks to us for Leadership and stability. Something that has been lacking for a long time from Washington, DC. Both politically and fiscally. I'm not sure we will ever get our equilibrium back unless we all decide to get on the same page which from my view seems very unlikely. So its a statement more than a political statement. You can notice that I didn't mention any person or party.  |
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