Don’t fight the tape 2’s maybe 1’s?

[peppy]

Oct 14, 2015 13:18:59 GMT -5 backwash said:

Oct 14, 2015 12:30:22 GMT -5 harryx1 said:

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. 

I am not Harry. I am attached to MNKD.

1. How did MNKD settle the debt?

From the Aegis Capitol corp event

Matt: Convertible debt is gone.

1/2 paid in cash

other 1/2 converted or swaped.

2. current management team. I am not here to discuss the merits of the management team.

3. mechanism, not sure what you are referring to.

he did mention, sanofi does fund mankind share of loss.

4. sny commitment. the bet is yes. this is one spectacular insulin.

5. why is mnkd so heavily shorted.

I have theories. plus they do not make money, yet.

6. wildfire will happen. This is a different insulin. it is one that works.

Consider some human beings on the face of the planet that invested in Mannkind. They know they did not get the bottom price.

What is your point?

[peppy]

question for you backwash
What did Matt say Sanofi is all over?

The last question on the mannkind presentation ,
Does Sanofi have a sake?

[me]

Oct 14, 2015 13:18:59 GMT -5 backwash said:

Oct 14, 2015 12:30:22 GMT -5 harryx1 said:

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. 

Wow, you still haven't sold?!  I thought you were a pretty level-headed investor and thought you'd be gone by now.  Anyway, in the spirit of generosity, I wanted to point you to the answers to your questions:

1. How did MNKD settle the debt? Do you know?  Refer to the Aegis presentation transcript
2. Does the current management team have a track record of enhancing shareholder value? If so, when and where?  I don't think I can research as well as you, but I bet you could do a name search in the EDGAR archives to determine whether any current MNKD management - with the exception of Alfred Mann - have any track record of enhancing shareholder value
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?  I typically wait to read quarterly reports for this type of information as most CFOs wait until the quarterlies to report this type of information
4. Is SNY committed to Afrezza? If yes? How do you factually know? You're right on the money here.  Good point!  You're absolutely right...there is indeed no way that I can actually prove that SNY will not drop MNKD after the first of the year.  OMG, it just dawned on me, there's actually no way for ANYONE to prove that SNY will not drop MNKD after the first of the year!!!!!  Hey, please let me know what stock(s) you pick up when you dump MNKD...I think I need to get out of here and I'm certain to be successful following the insightful views of someone such as yourself!
5. Why is MNKD so heavily shorted?  Wow, now you're asking me to get into the minds of shorts!  How could anyone factually do that?
6. Social media is a powerful tool. I see the positive results by end-users why hasn't this caught on like wild fire?  In fairness to harryx1, the answer to this question is sprinkled throughout this board.  But I'm sure that was a slight oversight on your part.

I'll be disappointed if you've already sold your shares and haven't had an opportunity to read this information.  Just trying to help out here.

[harryx1]

Oct 14, 2015 13:18:59 GMT -5 backwash said:

Oct 14, 2015 12:30:22 GMT -5 harryx1 said:

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. 

1. Per Matt at Aegis conference, the debt is settled and will be in the quarterly report
2. Management has developed a product, got that product FDA approved, signed a big partner in the diabetes market, has launched the product into the market, has hit manufacturing milestones
3. Again, see answer 1 (they are not going bankrupt)
4. Again go do some DD and you can look through my timeline of posts but there are articles with top SNY management talking about Afrezza. IMO SNY is committed and have multiple studies in progress. If they walk, I think they would be shooting their self in the foot, JMO & I could be wrong.
5. MNKD is heavily shorted because IMO big pharma & products related to insulin don't want it to be highly successful because it will take $$$ away from them.
6. It takes time but once it goes past the tipping point it will happen fast. I don't know the exact time frame but at some point it will happen. People just aren't going on social media for the hell of it and posting how amazing it is.

Management has done almost everything they have said they would do even against the odds and roadblocks put in front of them. They aren't perfect and some things could have been handled/said differently but that's not unique. It's pretty obvious that someone wants to destroy the company and there have been many examples in the past of companies that it's been done to.

The short thesis always seems to be a moving story of doom and gloom, no FDA approval, no partner, bankruptcy, product failure, niche product, market cap, etc. etc. etc.

IMO, they have underestimated 2 things: 1) vocal patients on social media showing remarkable results 2) The tenacity of investors that believe in the product & company.



We have seen many come and go here with certain agendas which we call FUD. Some are very brash about it others are subtle in their ways.

[backwash]

Oct 14, 2015 13:48:03 GMT -5 harryx1 said:

Oct 14, 2015 13:18:59 GMT -5 backwash said:

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. 

1. Per Matt at Aegis conference, the debt is settled and will be in the quarterly report
2. Management has developed a product, got that product FDA approved, signed a big partner in the diabetes market, has launched the product into the market, has hit manufacturing milestones
3. Again, see answer 1 (they are not going bankrupt)
4. Again go do some DD and you can look through my timeline of posts but there are articles with top SNY management talking about Afrezza. IMO SNY is committed and have multiple studies in progress. If they walk, I think they would be shooting their self in the foot, JMO & I could be wrong.
5. MNKD is heavily shorted because IMO big pharma & products related to insulin don't want it to be highly successful because it will take $$$ away from them.
6. It takes time but once it goes past the tipping point it will happen fast. I don't know the exact time frame but at some point it will happen. People just aren't going on social media for the hell of it and posting how amazing it is.

Management has done almost everything they have said they would do even against the odds and roadblocks put in front of them. They aren't perfect and some things could have been handled/said differently but that's not unique. It's pretty obvious that someone wants to destroy the company and there have been many examples in the past of companies that it's been done to.

The short thesis always seems to be a moving story of doom and gloom, no FDA approval, no partner, bankruptcy, product failure, niche product, market cap, etc. etc. etc.

IMO, they have underestimated 2 things: 1) vocal patients on social media showing remarkable results 2) The tenacity of investors that believe in the product & company.



We have seen many come and go here with certain agendas which we call FUD. Some are very brash about it others are subtle in their ways.

Thanks! Good luck

[backwash]

A couple events that could shore this up:


Jeffries reiterates Buy


Management quits or gets the boot


White Knight


Investors invest to make money. While I like the “cause” (Afrezza) as well as anyone, the current management has run its course-it’s time for new leadership. The street and stock price reflect that sentiment.


The only material event I got out of the CC was created by Al Mann. He is the one responsible for keeping this afloat. The others are just filling in the gaps and plugging holes.


I hope someone brings this to fruition.....as it should. 

[purge]

We don't have any friends. No one is standing up for us. Management isn't. SNY isn't. No one on the street is. That speak volumes. Management has lost all credibility. Let's hope management is smart enough for contingency plans in the event SNY terminates our relationship.  Our management is the JV.

[rockstarrick]

Oct 14, 2015 10:47:44 GMT -5 backwash said:

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

You are asking us if you should sell and move on.
You need to lead your own horse pilgrim, that's your call.
Good Luck

[rockstarrick]

Oct 14, 2015 13:18:59 GMT -5 backwash said:

Oct 14, 2015 12:30:22 GMT -5 harryx1 said:

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. 

Any seasoned investor would not ask what they should do with their investments.

[backwash]

Any seasoned investor would not ask what they should do with their investments. That’s a foregone conclusion.



What is not …… 97% of what share price?



You can put Chevron and similar on cruise control as they have the funds to hit a dry hole.

An investment into MNKD – different particularly now.

High risk / high return-further dilution at what price? Again 97% of what?

[cusop]

My big question is how long do I wait to buy.. how low can all this negative shorting go before its at the bottom, my view is we are now nearly there or there and the scripts sales will continue to increase, the sales globally will increase. And there is by the admission of the shorts enough money to last a year.. Please Mr Short how low is low!! this low or a little lower?








PS.. I am so long I am far gone!!

[dreggy]

I wouldn't wait for a specific price, I would wait for scripts to start a significant weekly increase. 

[backwash]

you wrote: PS.. I am so long I am far gone





I think I have a clearer view of the picture. What I don’t know is the proceeds from the overseas stock sale- nobody does…...


Hopefully Jeffries or CEO can drop a positive to stop the spiral and create a reversal-like now.

[suebeeee1]

Backwash, you only seem to be here to spread FUD. You have brought back your own thread in order to show how right you were to ask these questions in October. OK, you can pat yourself on the back and tell us all "I told you so". Now, go away. You still can't have my shares in order to unwind your short position. And, I bet most people on this board aren't selling either. Take some profit on your shorts and invest in this company. It may be the single best investment in a year.

[rockstarrick]

Nov 10, 2015 9:53:10 GMT -5 cusop said:

My big question is how long do I wait to buy.. how low can all this negative shorting go before its at the bottom, my view is we are now nearly there or there and the scripts sales will continue to increase, the sales globally will increase. And there is by the admission of the shorts enough money to last a year.. Please Mr Short how low is low!! this low or a little lower?








PS.. I am so long I am far gone!!

Cusop, on July 22 I purchased 10,000 shares of AVXL @ .55/share.  I sold my position @ .95/share for 4K gross profit in a day or so.  I then repurchased 10,000 shares @ $1.10/share and sold @ $1.80/share a few days later for 7k gross profit.
A friend of mine also bought 10,000 shares the on July 22nd and held.  The stock did a 4 way reverse split leaving him with 2500 shares @ $8/share.  The sp climbed to $14.84 last week.  I recommended he take the profits off the table at that time, (sp over $14.50). He chose to hold.
Enter Adam F and Martin S on the short side last Friday.
The current sp is trading around $4/share.

My point is, trying to purchase at the very bottom, and getting greedy on the sell is nearly impossible, and can cost you your profits.
This is NOT advice, this is my personal strategy on how and when I decide to buy, sell, or hold, and is a great example of how volatile trading bios can be.
I stuck to my plan, and I made money !!
You have to have a game plan, and make your own decisions.
Good Luck