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Post by od on Oct 7, 2015 13:11:41 GMT -5
Doesn't look like there is broadening of the provider base. The NRx has become flat. This makes me believe that there are no Rep on the field, or if there are then they are just wiling away the time. karl, Is your conclusion about the sales effort from experience launching new therapeutic modalities with limited data that can be shared/discussed with the provider community? Perhaps there are field issues, but please don't discount current constraints.
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Post by dreamboatcruise on Oct 7, 2015 13:31:21 GMT -5
Just kinda taking a poll. Will the share price be higher or lower after Matt's presentation? I say - lower -10% lower. We'll need a bombshell of a presentation, anything less and the shorts will use this event to finally push us below $3 as they have done with bad-neutral publicity in the past. One of their favorite methods out of the short playbook involves setting up little self fulfilling prophecies. I don't think we'll break what appears to be floor at $3. The bad news case has already been made reqarding dwindling liquidity from the shorts. I'm not counting on anything that effectively counters the argument, but I think the argument has already largely been baked in.
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Post by newmnkdinvestor on Oct 7, 2015 13:37:04 GMT -5
It's my understanding that the 9 million shares borrowed by Bank of America are already counted among the outstanding shares so management should simply hold them until MNKD share price is higher and then sell them only if cash is needed.
Unless I'm mistaken, those 9 million shares cannot cause further stock dilution.
I did not know this information. Good strategy
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Post by newmnkdinvestor on Oct 7, 2015 13:39:37 GMT -5
The Motley Stool /TST articles have increasingly immature titles. Are they mocking themselves? Real nRx, refill growth, prescribing physician and insurance coverage growth, check, check, check, check.... "Another month, another crushing decline for Mannkind"... the reality is MNKD is a windfall of clicks* for Motley Fool. Im not even sure they are implicated in the manipulation, they just write what gets them clicks and MNKD is one of the most controversial stocks out there right now. Its kindof funny when you realize they only ever report what HAS happened already as if they are breaking news and the first on scene predicting a trend. People read this shit, misery loves company... the logic contained in many of these "articles" is "the price is down because MNKD is in decline, MNKD is in decline because the price is down", its just roundabout nonsense with no insight to be found. MNKD is now click bait. Its pretty hard to read any article negative or positive anymore. Most of them say nothing of importance.
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Post by harrys on Oct 7, 2015 13:46:57 GMT -5
We'll need a bombshell of a presentation, anything less and the shorts will use this event to finally push us below $3 as they have done with bad-neutral publicity in the past. One of their favorite methods out of the short playbook involves setting up little self fulfilling prophecies. I don't think we'll break what appears to be floor at $3. The bad news case has already been made reqarding dwindling liquidity from the shorts. I'm not counting on anything that effectively counters the argument, but I think the argument has already largely been baked in. I hope $3 is a strong floor, hasn't really been tested as this is largely new territory. With the desperate articles that have been coming out, it would seem the shorts are just as starved of news as longs. I'm sure tomorrow will trigger an exodus of crap off the short printing press. We still need more than just lack of shorting and negative pressure to move this thing up; we need new buyers hopping on the train, this will come when good news is finally shared (maybe tomorrow?).
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Post by rvc on Oct 7, 2015 13:52:08 GMT -5
If history is a guide, I would look for a pretty sizable selloff, as that usually happens after Matt gives a presentation or issues a statement.
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Post by gizzer111 on Oct 7, 2015 14:07:10 GMT -5
Results of the "Single Dose Clamp Study"
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Post by Deleted on Oct 7, 2015 14:28:34 GMT -5
Several things that Matt could speak to tomorrow to help share price: Resolution of debt, Improved label, Afrezza launch in a different country (although SNY would be the one to announce this), partnership for Technosphere, another entity buying a large block of shares. These are all important and help build a strong foundation for MNKD to grow but,
the one thing that drives MNKD share price above all else is sales and profit and every 90 days, we get to hear how our company performed. In between, every Friday we can come here to read about NRx and TRx for the week. In the end, everything else is noise and while some of this noise helps build sales, in the income statement, only sales go into the sales column.
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Post by lonewa on Oct 7, 2015 14:42:21 GMT -5
So let's look at recent history.
June 03, 2015 - Jefferies 2015 Global Healthcare Conference; PPS opened at $5.25 closed at $5.54 Volume - 8,701,000
June 10, 2015 - Goldman Sachs 36th Annual Global Healthcare Conference; PPS opened at $6.75 closed at $6.11 Volume 22,370,500
June 24, 2015 - JMP Securities Life Sciences Conference; PPS opened $5.89 and closed at $5.85 Volume 3,316,100
My guess is that what is presented tomorrow will have little impact on share price. The real movers are the earnings calls.
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Post by lakers on Oct 7, 2015 15:41:15 GMT -5
How do you fund operation in the next 2 years given deteriorating balance sheet?
When do you announce the receipt of $25 M Mfgr bonus?
When do you increase U.S. Mkt access to preferred status covering 40% of life?
When does Sny file EMA MAA ?
What countries need no filing or trial so that you can immediately set up distribution and sell immediately there?
When will you finish Sny insulin and Pfizer insulin qual and get FDA, EMA approvals?
Anymore dilution? Any secondary offering?
Any NDA on PAH, pain? When trials start? Any upcoming partnership?
When is Afrezza second launch?
How large is Sny sales force dedicated to Afrezza?
How large is Sny sales force co-selling Afrezza?
When do you get favorable Label change?
Are you exploring strategic options? 5% Sny Buy in is a good start to put a floor under stock to grease the skid for future refi?
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Post by trenddiver on Oct 7, 2015 18:16:43 GMT -5
If history is a guide, I would look for a pretty sizable selloff, as that usually happens after Matt gives a presentation or issues a statement. You can almost bank on it. trend
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Post by trenddiver on Oct 7, 2015 18:21:11 GMT -5
So let's look at recent history. June 03, 2015 - Jefferies 2015 Global Healthcare Conference; PPS opened at $5.25 closed at $5.54 Volume - 8,701,000 June 10, 2015 - Goldman Sachs 36th Annual Global Healthcare Conference; PPS opened at $6.75 closed at $6.11 Volume 22,370,500 June 24, 2015 - JMP Securities Life Sciences Conference; PPS opened $5.89 and closed at $5.85 Volume 3,316,100 My guess is that what is presented tomorrow will have little impact on share price. The real movers are the earnings calls. I think you need to look a couple of days after the presentation. That's when the short side journalists make mincemeat out his what he says. trend
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Post by u1682002 on Oct 7, 2015 18:59:47 GMT -5
If you are a die-hard Al fan and MNKD long, you will not worry the price change day to day. the only thing you should worry is whether or not your shares will be diluted. Have to say MNKD management did very lousy job so far in this regard. But I think they are doing better job recently.
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Post by slugworth008 on Oct 7, 2015 19:28:31 GMT -5
I've noticed that as well.
The only thing "Crushed" is new Afrezza users A1C levels.
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Post by lynn on Oct 7, 2015 21:53:41 GMT -5
I'm not sure where to post this as it's irrelevant to this discussion . But I've started watching the Netflix series "Narcos " which is awesome and based on a true story that makes you think . But I'm now watching "Kill the messenger " on Apple TV based on a recommendation from my brother that indirectly relates back to the drug war. . I'd never even heard of it & it has an All Star cast , Jeremy Renner from "The Hurt Locker " who was an academy award nominee for his role plays the lead . This film is also based on a true story & though it has nothing to do with the Stock Mkt at all . It gives a glimpse into the workings that we rarely see . It'd be a worthy break from Mannkind for 2 hrs , yet it also reminds me of Mannkind . I'm here to see this story play out check it out . Lynn
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