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Post by rch51 on Oct 3, 2015 21:24:16 GMT -5
Hey, I am one of those "faith based" investors. I have faith in Mannkind, in Sanofi, in Dr. Mann, in the undeniable science and in the astonishing results we all have seen in the early adopters. I don't study charts, read tea leaves or rely on financial bloggers to counsel me. I have done hundreds of hours of due diligence and I trust my judgement and gut. It hasn't been easy and I am currently under water in six figures. But 6 years ago I bought into the company for the same reason I am in it today - because as a Type 2 Diabetic who will some day rely upon Afrezza I desperately want this product to succeed in the marketplace, world wide, and that day can't come soon enough. But I am patient. Over the past 6 years I've invested in MNKD what is for me a huge sum of money. With more than 75,000 shares on the line I am as resolute as the day I made my first commitment. So yeah, I have faith - but it isn't blind.
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Post by harrys on Oct 3, 2015 21:31:08 GMT -5
Hey, I am one of those "faith based" investors. I have faith in Mannkind, in Sanofi, in Dr. Mann, in the undeniable science and in the astonishing results we all have seen in the early adopters. I don't study charts, read tea leaves or rely on financial bloggers to counsel me. I have done hundreds of hours of due diligence and I trust my judgement and gut. It hasn't been easy and I am currently under water in six figures. But 6 years ago I bought into the company for the same reason I am in it today - because as a Type 2 Diabetic who will some day rely upon Afrezza I desperately want this product to succeed in the marketplace, world wide, and that day can't come soon enough. But I am patient. Over the past 6 years I've invested in MNKD what is for me a huge sum of money. With more than 75,000 shares on the line I am as resolute as the day I made my first commitment. So yeah, I have faith - but it isn't blind. If you have done hundreds of hours of due diligence I wouldn't consider you a faith based investor so please don't take what Ive been saying here and twist it. I think I was self explanatory as far as who and what I was referring to as "faith-based investor/ing", if i've insulted you then you've misunderstood me. |
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Post by obamayoumama on Oct 3, 2015 21:30:40 GMT -5
Releasing of the Kracken would be nice. Although, if the next press release I see is to announce reporting of Q3 results, I will be disappointed and a tad more concerned. There's no way Matt's waiting until the Q3 call to announce the notes resolution, I was surprised we didn't see a press release on Friday. Actually he can. It is not a material event. I believed that they paid off the note holders in cash. Matt could clarify the note status in a public conference. |
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Post by harrys on Oct 3, 2015 21:43:01 GMT -5
There's no way Matt's waiting until the Q3 call to announce the notes resolution, I was surprised we didn't see a press release on Friday. Actually he can. It is not a material event. I believed that they paid off the note holders in cash. Matt could clarify the note status in a public conference. I would consider paying off the notes a material event. I assume as you do, that the notes were paid off in cash as Matt never came out and alerted shareholders of a conversion floor lowering. So it could be inferred that the notes were paid off in cash, but the unknown is whether the notes were simply paid off with previous cash on hand or some other circumstance over this timeframe. I also cannot rule out the very small possibility that there is some further convoluted dealings, and the notes aren't actually resolved, until we hear it directly from Matt's mouth. So yes, Matt CAN hold off with news about the notes until the Q3 call, but considering the vacuum of info surrounding the inner workings and the nefarious use of this vacuum by the usual suspects, I think it would be pretty shitty of Matt to wait with positive news that can be shared if in fact the notes were satisfactorily resolved. |
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Post by jacobmorin on Oct 3, 2015 21:48:48 GMT -5
This board is becoming near unreadable and closing in on YMB status with some of the ridiculous dreamland speculation. I respect that everyone is entitled to their opinion of things but some of these theories are so far beyond the realm of possibility that it makes me wonder if nowadays this place is just StockTwits with an extended character limit.
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Post by trondisc on Oct 3, 2015 22:09:20 GMT -5
I really feel the notes WILL be extended into late 2016. I think MNKD might truly be on the verge of turning the corner forever I just think management is pulling out all the stops to delay current financial struggles a little while longer. Confirmed recent layoffs were coupled with re-hires/transfers to the Danbury plant anyways; Gross over-reaction punishing on PPS. FWIW MannKind will not be bought out for years mark my words. Acquirers almost always overpay when they second guess. The only company that is of unique interest for MNKD would be Alphabet Life Sciences division. Sanofi is becoming boring by the second; they cannot afford to be brave like Alphabet with future potential Technosphere products. Alphabet has the capital, patience & software for digital wireless integration. They need to take this leap for attempting to help change the medical world forever. Go GOOG...***GO MNKD***.
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Post by patryn on Oct 4, 2015 0:37:53 GMT -5
Pretty sure management is doing exactly what C level execs at a public corporation should be doing. Investing in the future. Minimizing cash burn. Accumulating cash. Trying to hit milestones. Trying to sell a product. Placating livid investors. Those things are a full time job as it is; I truly doubt they have time for nefarious (and illegal) schemes involving intentionally setting up a short squeeze to artificially inflate stock price.
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Post by cretin11 on Oct 4, 2015 1:50:32 GMT -5
Good luck to you as well and yes it seems that cretin11 and I are on the same tag team of calling you out for untrue statements. I see you used the typical defense mechanism of avoiding the original question and instead accusing us of being a "faith based investors." Now I guess I will ask the question again. Do you have backup for the "abundant talk of $40-$60 buyout statement" from this board? Ahhhh now i see where the issue is, you come out of the woodwork to "call me out" with your 10th contribution ever on this board and you don't even know what it is we are discussing... that seems kindof silly? So let me update you - we were discussing the possibility of a short squeeze within this thread, I had said "$40-60+ mega short squeeze... possible?" Now I know why you weren't able to go back and verify the facts I have layed in front of you, you're to lazy to even read posts that you are responding to! So to answer your question: Do you have backup for the "abundant talk of $40-$60 buyout statement" from this board? Why no, no I don't... in fact I don't recall discussing a "$40-60 buyout", I do recall something about a "$40-60+ mega short squeeze" A buyout and short squeeze are two different events bud, I reccomend investopedia to get you started. harrys, why so defensive? You earlier referenced "abundant talk of a seemingly imminent $40-60 mega short squeeze" on this message board, but that isn't even close to being a true description of this board. Doesn't make sense why you'd make something up like that. It's a strange thing to fabricate. You also post on yahoo, so giving you the benefit of the doubt that you were just confusing the two boards. |
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Post by lakemann on Oct 4, 2015 5:14:02 GMT -5
I would like to make clear that I was not referring to a buy out, or even a squeeze of magnitude. My thoughts are that the shorts are a fly in al's business. And in order to bring the pps to where it should be, where ever that is, that maybe mnkd is strategicly letting information out. When they want to. Since I'm new at this, and have observed what information can do for the pps, I believe that it is also a company tool. To get rid of the annoying fly in his business, they need only to select when to desiminate information..um? I would! I have done countless hrs of dd on this stock, and believe the product is sound. Although I always knew the uptake would be slow, because dr's and people would be concerned with taking a med thru the lungs,, pills and needles just seem right for people and dr's since that's the status quo. This is a new way to take meds and I believe that the uptake would be slow. This being said I think time and patience is what I have to have for me to succeed in this investment, I have 11500 shares and plan to sell 1500 shares when the shorts cover, other than that I plan to be out in. 3 years as I will be 62 at that time.. Good luck to all who hold. And by the way I have faith in the company, between that and DD, and drinking the cool- aide as the shorts call it, I hope I succeed ,, pat
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Post by peppy on Oct 4, 2015 6:10:49 GMT -5
approximately 33 days until the next conference call.
the convertible settled. how many million dollars either paid off or refinanced at what looked like 8% may have been 7 and whatever dilution will take place?
the shares to be returned. 122 million? presumably short shares.
Mannkind will speak on the conference call.
Sanofi did have an afrezza sales conference.
It is Sanofi's work force that work on insurance coverage. Mannkind/sanofi need to get the RX number going.
Studies being done. the clamp study data collection complete.
A mile stone payment probable.
Provisional US patent granted: we have a patent portfolio.
We could/should hear more about the next technosphere medications.
Regarding a short squeeze. If this market, the s and p falls from profit taking as it has been:
Consider margin debt is so high there will be plenty of margin calls.
Have to sell/or buy winners to cover margin debt.
regarding the general usa market as reflected in the s and p 500;
screencast.com/t/YGpxBgEo
it has been 45 months since price touched it's 50 month moving average.
I think price is going to find it's 50 month moving average.
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Post by notamnkdmillionaire on Oct 4, 2015 8:24:51 GMT -5
Pretty sure management is doing exactly what C level execs at a public corporation should be doing. Investing in the future. Minimizing cash burn. Accumulating cash. Trying to hit milestones. Trying to sell a product. Placating livid investors. Those things are a full time job as it is; I truly doubt they have time for nefarious (and illegal) schemes involving intentionally setting up a short squeeze to artificially inflate stock price. You are right but MNKD management isn't selling Afrezza. They have input that they can give to Sanofi but it is Sanofi that is doing the selling and marketing and so far it's been an astounding bust. We don't know if it is by design until further data can be harvested or if Afrezza truly doesn't have the interest that many claim to be the case. Management is also not placating investors one iota. Not that I am asking them to do so. All I hope is for them to execute. So far their execution from this vantage point seems to be failing. Afrezza is out in the wild and we have been told of two TS products being worked on but those two are still developmental with yet no word if either of them will ever see the light of day. We were told one would by EOY IIRC but still, we wait. I am not a CEO but it would have made great sense for MNKD to have helped weather the Afrezza storm by at least having one other visible TS product ready with partner to tout and say to the world, "Technosphere is here to stay and will eventually revolutionize how we administer a whole host of medications." But nothing. Just empty words from Matt and incoherent ones from Hawkaloogie. |
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Post by peppy on Oct 4, 2015 10:19:14 GMT -5
sales are up to Sanofi
insurance coverage up to sanofi
here
is the story on revenue
So, the product to Sanofi at our cost and that’s our intention. The ultimate profit from such sales will flow through when they actually make some sales and it come -- drops down to the bottom-line and into collaboration. So other than to say we're going to sell at cost, we've not said what our cost structure is at this point.
Sanofi did not mention Afrezza on sanofi's last conference call.
as I type this I am watching some one being punched.
Back to a different reality, Afrezza is one fine drug.
Truly when the living diabetic population get a hold of the news, there will be demand.
If the endo's and generalists eye balls pop out with lab test results showing lower glucose levels, measured in blood glucose level or HbA1c, the eagle will have landed.
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Post by babaoriley on Oct 4, 2015 13:53:30 GMT -5
I would like to make clear that I was not referring to a buy out, or even a squeeze of magnitude. My thoughts are that the shorts are a fly in al's business. And in order to bring the pps to where it should be, where ever that is, that maybe mnkd is strategicly letting information out. When they want to. Since I'm new at this, and have observed what information can do for the pps, I believe that it is also a company tool. To get rid of the annoying fly in his business, they need only to select when to desiminate information..um? I would! I have done countless hrs of dd on this stock, and believe the product is sound. Although I always knew the uptake would be slow, because dr's and people would be concerned with taking a med thru the lungs,, pills and needles just seem right for people and dr's since that's the status quo. This is a new way to take meds and I believe that the uptake would be slow. This being said I think time and patience is what I have to have for me to succeed in this investment, I have 11500 shares and plan to sell 1500 shares when the shorts cover, other than that I plan to be out in. 3 years as I will be 62 at that time.. Good luck to all who hold. And by the way I have faith in the company, between that and DD, and drinking the cool- aide as the shorts call it, I hope I succeed ,, pat lakeman, you present the ultimate spin: the company is releasing bad news, to entice shorts, just to kill them off with a grand coup (perhaps during a Baptism of one of Al's grandchildren?). If you even partially believe that theory, you shouldn't. It's beyond far-fetched, and shouldn't even be on this board which is so quickly sliding downhill. |
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Post by lakemann on Oct 4, 2015 14:05:24 GMT -5
The company released no news.
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Post by babaoriley on Oct 4, 2015 14:15:51 GMT -5
The company released no news. Sorry, bad news is being released about the company. You know exactly what I mean. |
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