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Post by backwash on Oct 13, 2015 16:34:00 GMT -5
Until management opens up with clarity, the shorts win.
No one knows for sure exactly how the debt was resolved, if SNY is committed long-term to Afrezza, or what is on the table for the technosphere platform-those are the real facts.
I know about the recent 50 million cash pay down! And the balance? According to Matt they successfully negotiated the balance of the debt away (for now) through different mechanisms? What does that mean-different mechanisms? They can tell part but not all of the story during the quiet period? MNKD management tends to make everything awkward.
If I am a doctor and I did a Google search on MNKD I may be reluctant to prescribe the treatment. SNY could pull out next year, big short position, sluggish sales etc. . Throw in the Pfizer failure-not an easy decision to make for a physician.
Let's hope SNY confirms their commitment soon - barring any meaningful news we drift lower.
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Post by dreamboatcruise on Oct 13, 2015 16:41:26 GMT -5
MNKD was down basically the same amount as the IBB today. Let's not assume all the weakness in share price is MNKD specific... biotecs in general have been hammered as of late.
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Post by newmnkdinvestor on Oct 13, 2015 18:27:06 GMT -5
MNKD was down basically the same amount as the IBB today. Let's not assume all the weakness in share price is MNKD specific... biotecs in general have been hammered as of late. Very true. I have been looking to take a long position on Gilead. There are going to be some serious bargains soon |
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Post by backwash on Oct 13, 2015 19:37:52 GMT -5
Understood-I will re-visit the charts-over time I do not think the IBB and MNKD have exactly tracked each other.
Good luck
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Post by dreamboatcruise on Oct 13, 2015 20:08:56 GMT -5
Understood-I will re-visit the charts-over time I do not think the IBB and MNKD have exactly tracked each other. Good luck Yes, a meaningful amount of MNKD's movement is stock specific, but I think we may well have held a floor at $3 if not for the overall sour view of biotec. We can't forget the context of the biotec sector when considering how easy/hard it is for shorts to push the stock around. |
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Post by backwash on Oct 14, 2015 6:27:34 GMT -5
I bought MNKD at higher levels. If I liked it then I should like it even more now? Correct? Not so fast.......I bought the stock solely on the merits of Afrezza-I really like the properties and the delivery platform (no needle). What is giving me pause regarding loading the boat in the 2's (maybe 1's) is the current management. Regardless of the sector, if you believe in a companies leadership you buy on pullbacks-like now when nobody else wants the stock-everyone knows that..... My question to everyone out there?  ? Does the current CEO and management team have a proven track record in creating shareholder value on their resumes? Or have they just sat on boards and held various titles over the years? Can someone please answer that question? I know the Al Mann story; however, it seems like Matt and the fella from Sweden are running the show now. Can anyone tell me while Hakam was XXXX under his leadership the company stock went from x to xx and.....Im sure there is an example like that out there-I just cant find one. I have read on boards, blogs and newsletters that if Afrezza is a flop no worries they can use the inhaler for a pain and pulmonary product? That may be true but from my perspective MNKD does not have the money nor the management team to make that happen. MNKD is out of cash and running on thin ice is it a screaming buy or a sell. Its showtime. SNY is the whiteknight-I hope. |
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Post by harryx1 on Oct 14, 2015 8:39:59 GMT -5
I bought MNKD at higher levels. If I liked it then I should like it even more now? Correct? Not so fast.......I bought the stock solely on the merits of Afrezza-I really like the properties and the delivery platform (no needle). What is giving me pause regarding loading the boat in the 2's (maybe 1's) is the current management. Regardless of the sector, if you believe in a companies leadership you buy on pullbacks-like now when nobody else wants the stock-everyone knows that..... My question to everyone out there? ? Does the current CEO and management team have a proven track record in creating shareholder value on their resumes? Or have they just sat on boards and held various titles over the years? Can someone please answer that question? I know the Al Mann story; however, it seems like Matt and the fella from Sweden are running the show now. Can anyone tell me while Hakam was XXXX under his leadership the company stock went from x to xx and.....Im sure there is an example like that out there-I just cant find one. I have read on boards, blogs and newsletters that if Afrezza is a flop no worries they can use the inhaler for a pain and pulmonary product? That may be true but from my perspective MNKD does not have the money nor the management team to make that happen. MNKD is out of cash and running on thin ice is it a screaming buy or a sell. Its showtime. SNY is the whiteknight-I hope. IMHO, this entire thread & title is FUD. Most of us know how the Yahzoo board operates and the above is a perfect example IMO. You throw a little fear, sprinkle a little uncertainty and doubt here and there, then just a little maybe in with it. There are a few others here that do the same and is very reminiscent of Oscar but just a bit more reserved in bashing. I don't think I'm the only one here that thinks this (see recent thread by Savzak) but again all JMHO. In other news, Dr. Grunberger - current President of the American Association of Clinical Endocrinologists is prescribing Afrezza to patients. He's the Dr. of Mike H. gdi-pc.com/why-choose-gdi/meet-dr-grunberger/ |
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Post by avogadro on Oct 14, 2015 8:44:30 GMT -5
If I am a doctor and I did a Google search on MNKD I may be reluctant to prescribe the treatment. SNY could pull out next year, big short position, sluggish sales etc. . Throw in the Pfizer failure-not an easy decision to make for a physician. If short sales have a negative effect on not just the stock price but on sales of Afrezza, how can MNKD recover? |
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Post by babaoriley on Oct 14, 2015 10:17:29 GMT -5
Harry, you're absolutely right about the content of this thread. Glad to hear about Dr. Grunberger, hope he updates the website soon to make reference to Afrezza (at least I couldn't find any reference).
Did you note the logo similarity?
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Post by backwash on Oct 14, 2015 10:47:44 GMT -5
Harry,
Seems as though you are pleased with your MNKD investment and the management running the show-I am not.
Since you are unable to answer my legitimate questions and concerns you resort to the FUD theory-brilliant.
Even Matt has said the launch has not gone as planned. So is it time to buy more or sell the stock take a loss and move on?
In order to make that decision investors need to ask the hard questions? Does the current mgmt have the capability of turning this thing around? What are the specifics of the debt repayment? Is SNY committed-if so have they publicly reassured the investment community as such?
You list one doctor prescribing Afrezza; while good that will not support a company currently capitalized at 1.2 billion dollars.
Throwing darts is fun, but it doesn’t make for good long term investment results. Feel free to respond if you can come up with something better analysis than your FUD analysis-I run deeper than that.
Good luck
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Post by dreamboatcruise on Oct 14, 2015 11:35:23 GMT -5
Understood-I will re-visit the charts-over time I do not think the IBB and MNKD have exactly tracked each other. Good luck If you do a 1 month plot, MNKD comes pretty close to tracking IBB... and we haven't had any real MNKD news in that long. |
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Post by harryx1 on Oct 14, 2015 12:30:22 GMT -5
Dear backwash (nice name by the way - no negative connotation there), If you want facts then just take a glance back through my time line of posts (or search the board) and you'll probably find most of the answers that you keep posting. But I'm sure you have more fun throwing your FUD darts. |
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Post by backwash on Oct 14, 2015 12:36:46 GMT -5
Understood-I will re-visit the charts-over time I do not think the IBB and MNKD have exactly tracked each other. Good luck If you do a 1 month plot, MNKD comes pretty close to tracking IBB... and we haven't had any real MNKD news in that long. Good work. I tend to go back a little further......my investment in this stock was done more on a fundamental vs technical analysis-your input is valid. |
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Post by me on Oct 14, 2015 13:15:57 GMT -5
Harry, Seems as though you are pleased with your MNKD investment and the management running the show-I am not. Since you are unable to answer my legitimate questions and concerns you resort to the FUD theory-brilliant. Even Matt has said the launch has not gone as planned. So is it time to buy more or sell the stock take a loss and move on?In order to make that decision investors need to ask the hard questions? Does the current mgmt have the capability of turning this thing around? What are the specifics of the debt repayment? Is SNY committed-if so have they publicly reassured the investment community as such? You list one doctor prescribing Afrezza; while good that will not support a company currently capitalized at 1.2 billion dollars. Throwing darts is fun, but it doesn’t make for good long term investment results. Feel free to respond if you can come up with something better analysis than your FUD analysis-I run deeper than that. Good luck Well, you won't find me resorting to the FUD theory, you make perfect karlsense to me. I enthusiastically recommend that you sell your stock, take a loss and move on. You've outlined all the reasons why you should not be here and I certainly can't fault you for that. Thanks for your constructive comments. |
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Post by backwash on Oct 14, 2015 13:18:59 GMT -5
Dear backwash (nice name by the way - no negative connotation there), If you want facts then just take a glance back through my time line of posts (or search the board) and you'll probably find most of the answers that you keep posting. But I'm sure you have more fun throwing your FUD darts. Hey Harry, Thanks for the jab-can you answer these questions? Lets see how good you are. 1. How did MNKD settle the debt? Do you know? 2. Does the current management team have a track record of enhancing shareholder value? If so, when and where? 3. How much money does MNKD currently have after paying off 50 million of the debt with cash? And what was the mechanism Matt referred to in his Aegis presentation? 4. Is SNY committed to Afrezza? If yes? How do you factually know? 5. Why is MNKD so heavily shorted? 6. Social media is a powerful tool. I see the positive results by end-users why hasn't this caught on like wild fire? I get it..... and this is nothing new. Investors get emotionally attached to their investments...when someone comes along with a legitimate question or concern they are a FUD-a short and no good-very novice. Any seasoned investor whats to know the good and the bad.....and when things dont go as planned they want to know the steps to recovery. |
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? Does the current CEO and management team have a proven track record in creating shareholder value on their resumes? Or have they just sat on boards and held various titles over the years? Can someone please answer that question? I know the Al Mann story; however, it seems like Matt and the fella from Sweden are running the show now. Can anyone tell me while Hakam was XXXX under his leadership the company stock went from x to xx and.....Im sure there is an example like that out there-I just cant find one.
