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Post by lmj on Oct 30, 2015 12:05:40 GMT -5
Stop focusing on the short selling. The main culprit is management's incompetence. That fuels the short selling. Management better get their act together.
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Post by patryn on Oct 30, 2015 12:09:44 GMT -5
Stop focusing on the short selling. The main culprit is management's incompetence. That fuels the short selling. Management better get their act together. Or what? |
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Post by dreamboatcruise on Oct 30, 2015 13:06:19 GMT -5
Stop focusing on the short selling. The main culprit is management's incompetence. That fuels the short selling. Management better get their act together. Or what? I'll be looking out for the next Bevmo sale  |
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Post by patryn on Oct 30, 2015 13:13:55 GMT -5
I'll be looking out for the next Bevmo sale I already hit up Costco so I'm set for the next few months. |
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Post by backwash on Oct 31, 2015 8:08:29 GMT -5
Stop focusing on the short selling. The main culprit is management's incompetence. That fuels the short selling. Management better get their act together. Or what? And what? Lose all your money that’s what….I posted for the first time a couple weeks ago here and got lynched. Asked some basic questions on this board like……. Does the current management team at MNKD have the track record to turn this around (someone suggested I find that answer on Edgars LOL) and why didn’t Matt just come out and tell the whole story about the debt pay off…..I found it Interesting that he could tell part of the story at the Aegis presentation but couldn’t divulge all using the quiet period as an excuse. That’s shifty…… When I started investing the investment firms would deliver the stock (paper) and we clipped coupons (bearer bonds). Admittedly I am not familiar with some of the current terms used in public forums i.e. FUD, or valuation methods (Uber) but I do have enough experience to know investing in proven leadership is a key component to a successful long term outcome with any type of investment. I own the stock and the call options (Leaps). I went long the positions because I hate needles and believe in the product. My concern now is the management and their ability to get this done before the lights go out. I guess we will all learn more on the next earnings call - when is that? The next earnings call? |
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Post by peppy on Oct 31, 2015 8:18:00 GMT -5
In answer to the post directly above: no press release for the earnings call on mankind board.
8/10/2015 Monday the q2 report.
11/09/2015 Monday, the date I think MNKD will report.
A press release as to the date 1 week before. investors.mannkindcorp.com/releases.cfm
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Post by jay1ajay1a on Oct 31, 2015 10:40:17 GMT -5
I'll be looking out for the next Bevmo sale I already hit up Costco so I'm set for the next few months. Just pick up a bottle of Hibikl, unsure how long it will last, only MNKD knows. |
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Post by patryn on Oct 31, 2015 11:11:46 GMT -5
And what? Lose all your money that’s what….I posted for the first time a couple weeks ago here and got lynched. Asked some basic questions on this board like……. Does the current management team at MNKD have the track record to turn this around (someone suggested I find that answer on Edgars LOL) and why didn’t Matt just come out and tell the whole story about the debt pay off…..I found it Interesting that he could tell part of the story at the Aegis presentation but couldn’t divulge all using the quiet period as an excuse. That’s shifty…… When I started investing the investment firms would deliver the stock (paper) and we clipped coupons (bearer bonds). Admittedly I am not familiar with some of the current terms used in public forums i.e. FUD, or valuation methods (Uber) but I do have enough experience to know investing in proven leadership is a key component to a successful long term outcome with any type of investment. I own the stock and the call options (Leaps). I went long the positions because I hate needles and believe in the product. My concern now is the management and their ability to get this done before the lights go out. I guess we will all learn more on the next earnings call - when is that? The next earnings call? As far as I can tell - I don't remember attempting to "lynch" you or anyone else on this board, whether or not your views are contrarian to mine, unless you go by a different name and we have corresponded in the past. I like to see rational and reasoned arguments and discussions about MNKD to help my own investment thesis. What I grow tired of is people "worried" about me losing all my money. There sure are a lot of people concerned about me on this message board and around the internet that I have never met, nor likely ever will meet. While I appreciate your genuine concern about my welfare, quite frankly none of you knows my exact situation in life, my risk tolerance, nor my long term goals. Without that why are you the least bit concerned with how I invest MY money? Everyone must have their own investment portfolio, timeline, and appetite for risk, and then balance it against the public information they have about the companies they invest in. I can't say that I have been investing nearly as long as you have so I can't say I have ever seen a paper stock certificate (well except for a 10 shares of the Pittsburg and Lake Erie Railroad @ $50 that was sold in 1957 that I have hanging on the wall of my office for winning a train board game tournament  I am in my early 30s and I have a long timeline ahead of me of investments I will be making, companies I will be starting, and places I'll be traveling. MNKD is one of my many investments that include a portfolio of many public companies large and small, some real estate, my own software company that I founded, a stake in some professional poker player's winnings, part ownership of a professional video game player league, an investment in a climbing gym, a stake in a puzzle escape room, some money put into an organic farm, and probably some other random investments I have forgotten about. Do I pay attention to all of them? To some degree - sure. But I don't let worries about their short term valuations ruin the wonderful life that I am living and if they ever did, that's when I would know it was time to sell. And just for the record, the "money" that I have in MNKD I have already committed to as a donation to my alma mater. It would sadden me to see the investment tank because then my school would receive substantially less, but the odds are good that my investment will be great and be worth millions if not hundreds of millions (okay that might be a stretch), by the time I turn it over to my school - tax free, might I add which is why you will never see me daytrading and eating the 39.6% automatic hit on my investment. So given that and my knowledge that I have the inherent intelligence, initiative, skills, knowledge, and work ethic to make many times over the money I have invested in MNKD, you can understand why I do not worry about minor non events and non news with regards to MNKD. If something material does change either positive or negative, then I will re-evaluate my investment. Until then my analysis when I bought the stock is no different than it is now. lmj implied that management better get their act together or else. I on the other hand feel that management can only do so much within the constraints they have. I am of the school of thought that Warren Buffet subscribes to - make sure you have a foolproof product that will sell despite fools running the company because eventually they will. The lights will not go out at MNKD. They hold too much intellectual property and value not to be gobbled up should the worst case scenario happen. Life goes on either way. Stop agonizing over the day to day and only invest what you are willing to lose. You will sleep better and live a better life as a result. |
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Post by od on Oct 31, 2015 12:16:26 GMT -5
And what? Lose all your money that’s what….I posted for the first time a couple weeks ago here and got lynched. Asked some basic questions on this board like……. Does the current management team at MNKD have the track record to turn this around (someone suggested I find that answer on Edgars LOL) and why didn’t Matt just come out and tell the whole story about the debt pay off…..I found it Interesting that he could tell part of the story at the Aegis presentation but couldn’t divulge all using the quiet period as an excuse. That’s shifty…… When I started investing the investment firms would deliver the stock (paper) and we clipped coupons (bearer bonds). Admittedly I am not familiar with some of the current terms used in public forums i.e. FUD, or valuation methods (Uber) but I do have enough experience to know investing in proven leadership is a key component to a successful long term outcome with any type of investment. I own the stock and the call options (Leaps). I went long the positions because I hate needles and believe in the product. My concern now is the management and their ability to get this done before the lights go out. I guess we will all learn more on the next earnings call - when is that? The next earnings call? backwash - Re: "...I do have enough experience to know investing in proven leadership is a key component to a successful long term outcome with any type of investment.". Are you frustrated at MNKD management, or at yourself for not identifying what you believe are management 'flaws' prior to investing? |
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Post by EveningOfTheDay on Oct 31, 2015 12:56:07 GMT -5
And what? Lose all your money that’s what…. Obviously you are feeling a good deal of stress regarding you investment in MNKD. I would not dare giving you advise since I do not know what your personal situation is, but if I was in your position and the idea of losing all my money really crossed my mind I might be looking for a quick exit strategy Once thing is almost certain, endlessly complaining about MNKD management in this board or any other will not help you sleep any better, and although you might find a sympathetic ear now and then, the constant roasting will only make everybody else wonder, certainly it makes me wonder, why you hold on to an investment with which you are struggling so much. MNKDs management is not perfect, but they have done a pretty decent job making inhaled insulin a reality, something much larger companies could not manage to do. They also, in my humble opinion, have done a pretty decent job partnering quickly, setting up an outstanding production facility and pushing for a quick introduction into the market place. All this might not convince you on whether they might be the right team to move the product forward, but it certainly convinces me that they deserve, at the very least, the benefit of the doubt and the necessary time to see through the plan they have put in place. I, as of today, have not heard of seen anything that challenges that belief. We all would like to see the sp rise quickly, but to assume that Afrezza would have instant recognition and success was probably non realistic, and was inevitably going to turn into a frustrating experience... now that I think about it, if I recall well, that is exactly what Jim Cramer said a few months ago, that this was going to be a very frustrating experience for many MNKD investors. Notice that he did not say a loosing proposition, but a frustrating experience. At the time I took this as a sign that major doses of patience would be required to both, wait for the success of the product and paddle through the sea of FUD. Aloha nui. |
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Post by dreamboatcruise on Oct 31, 2015 13:31:35 GMT -5
backwash... regarding management team track record, I would say the following. 1) Al Mann has an amazing track record, and from what I have gleaned from being in SoCal and personally knowing people that have worked for him (low level as well as V.P. level) he is known for creating corporate culture of hard work and integrity and he builds strong management teams. 2) While the course of MNKD may seem tortured, and one may conclude that Al mishandled the FDA initially, what the FDA did was certainly not all management's fault. Given the treatment from the FDA, I would say that the track record is actually pretty darn good at having survived, finally gotten FDA approval and secured a marketing partner. I think the chance for worse shareholder outcome than where we currently are was a real possibility. Can management "turn this around"? Are you talking near term share price or the business of the company? We know SNY is the lead in marketing their only approved drug, and we know that SNY is working on the most crucial impediments to success such as insurance coverage. We also know that the MNKD drug pipeline development is constrained by their cash situation and need to trim cost rather than expand. I'm sure most shareholders would not appreciate further dilution in order to speed the pipeline development. What beyond cost cutting, prioritizing pipeline development and supporting SNY do you think would make up a "turn around" plan?
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Post by kball on Oct 31, 2015 13:48:14 GMT -5
And what? Lose all your money that’s what…. -SNIP- We all would like to see the sp rise quickly, but to assume that Afrezza would have instant recognition and success was probably non realistic, and was inevitably going to turn into a frustrating experience... now that I think about it, if I recall well, that is exactly what Kramer said a few months ago, that this was going to be a very frustrating experience for many MNKD investors. Notice that he did not say a loosing proposition, but a frustrating experience. At the time I took this as a sign that major doses of patience would be required to both, wait for the success of the product and paddle through the sea of FUD. Aloha nui. But for the sake of clarity, lets distinguish between Kramer the former clown Seinfeld neighbor, and Cramer the current Assclown on TV now |
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Post by EveningOfTheDay on Oct 31, 2015 13:51:49 GMT -5
Ups, thanks for the correction Kball. Changed it to Jim Cramer as to avoid all doubt. |
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Post by rrtzmd on Oct 31, 2015 14:24:40 GMT -5
And what? Lose all your money that’s what….I posted for the first time a couple weeks ago here and got lynched. Asked some basic questions on this board like……. Does the current management team at MNKD have the track record to turn this around (someone suggested I find that answer on Edgars LOL) and why didn’t Matt just come out and tell the whole story about the debt pay off…..I found it Interesting that he could tell part of the story at the Aegis presentation but couldn’t divulge all using the quiet period as an excuse. That’s shifty…… When I started investing the investment firms would deliver the stock (paper) and we clipped coupons (bearer bonds). Admittedly I am not familiar with some of the current terms used in public forums i.e. FUD, or valuation methods (Uber) but I do have enough experience to know investing in proven leadership is a key component to a successful long term outcome with any type of investment. I own the stock and the call options (Leaps). I went long the positions because I hate needles and believe in the product. My concern now is the management and their ability to get this done before the lights go out. I guess we will all learn more on the next earnings call - when is that? The next earnings call? As far as I can tell - I don't remember attempting to "lynch" you or anyone else on this board, whether or not your views are contrarian to mine, unless you go by a different name and we have corresponded in the past. I like to see rational and reasoned arguments and discussions about MNKD to help my own investment thesis. What I grow tired of is people "worried" about me losing all my money. There sure are a lot of people concerned about me on this message board and around the internet that I have never met, nor likely ever will meet. While I appreciate your genuine concern about my welfare, quite frankly none of you knows my exact situation in life, my risk tolerance, nor my long term goals. Without that why are you the least bit concerned with how I invest MY money? Everyone must have their own investment portfolio, timeline, and appetite for risk, and then balance it against the public information they have about the companies they invest in. I can't say that I have been investing nearly as long as you have so I can't say I have ever seen a paper stock certificate (well except for a 10 shares of the Pittsburg and Lake Erie Railroad @ $50 that was sold in 1957 that I have hanging on the wall of my office for winning a train board game tournament I am in my early 30s and I have a long timeline ahead of me of investments I will be making, companies I will be starting, and places I'll be traveling. MNKD is one of my many investments that include a portfolio of many public companies large and small, some real estate, my own software company that I founded, a stake in some professional poker player's winnings, part ownership of a professional video game player league, an investment in a climbing gym, a stake in a puzzle escape room, some money put into an organic farm, and probably some other random investments I have forgotten about. Do I pay attention to all of them? To some degree - sure. But I don't let worries about their short term valuations ruin the wonderful life that I am living and if they ever did, that's when I would know it was time to sell. And just for the record, the "money" that I have in MNKD I have already committed to as a donation to my alma mater. It would sadden me to see the investment tank because then my school would receive substantially less, but the odds are good that my investment will be great and be worth millions if not hundreds of millions (okay that might be a stretch), by the time I turn it over to my school - tax free, might I add which is why you will never see me daytrading and eating the 39.6% automatic hit on my investment. So given that and my knowledge that I have the inherent intelligence, initiative, skills, knowledge, and work ethic to make many times over the money I have invested in MNKD, you can understand why I do not worry about minor non events and non news with regards to MNKD. If something material does change either positive or negative, then I will re-evaluate my investment. Until then my analysis when I bought the stock is no different than it is now. lmj implied that management better get their act together or else. I on the other hand feel that management can only do so much within the constraints they have. I am of the school of thought that Warren Buffet subscribes to - make sure you have a foolproof product that will sell despite fools running the company because eventually they will. The lights will not go out at MNKD. They hold too much intellectual property and value not to be gobbled up should the worst case scenario happen. Life goes on either way. Stop agonizing over the day to day and only invest what you are willing to lose. You will sleep better and live a better life as a result. "I on the other hand feel that management can only do so much within the constraints they have." That's an important part of the problem. MNKD's management can effectively do nothing but appeal to Sanofi to "get on the ball." Beyond that they are totally powerless. Worse yet, MNKD also appears to be in difficult financial straits, so doing anything other than sending appeals to Sanofi is probably out of the question. |
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Post by peppy on Oct 31, 2015 14:48:57 GMT -5
As far as I can tell - I don't remember attempting to "lynch" you or anyone else on this board, whether or not your views are contrarian to mine, unless you go by a different name and we have corresponded in the past. I like to see rational and reasoned arguments and discussions about MNKD to help my own investment thesis. What I grow tired of is people "worried" about me losing all my money. There sure are a lot of people concerned about me on this message board and around the internet that I have never met, nor likely ever will meet. While I appreciate your genuine concern about my welfare, quite frankly none of you knows my exact situation in life, my risk tolerance, nor my long term goals. Without that why are you the least bit concerned with how I invest MY money? Everyone must have their own investment portfolio, timeline, and appetite for risk, and then balance it against the public information they have about the companies they invest in. I can't say that I have been investing nearly as long as you have so I can't say I have ever seen a paper stock certificate (well except for a 10 shares of the Pittsburg and Lake Erie Railroad @ $50 that was sold in 1957 that I have hanging on the wall of my office for winning a train board game tournament I am in my early 30s and I have a long timeline ahead of me of investments I will be making, companies I will be starting, and places I'll be traveling. MNKD is one of my many investments that include a portfolio of many public companies large and small, some real estate, my own software company that I founded, a stake in some professional poker player's winnings, part ownership of a professional video game player league, an investment in a climbing gym, a stake in a puzzle escape room, some money put into an organic farm, and probably some other random investments I have forgotten about. Do I pay attention to all of them? To some degree - sure. But I don't let worries about their short term valuations ruin the wonderful life that I am living and if they ever did, that's when I would know it was time to sell. And just for the record, the "money" that I have in MNKD I have already committed to as a donation to my alma mater. It would sadden me to see the investment tank because then my school would receive substantially less, but the odds are good that my investment will be great and be worth millions if not hundreds of millions (okay that might be a stretch), by the time I turn it over to my school - tax free, might I add which is why you will never see me daytrading and eating the 39.6% automatic hit on my investment. So given that and my knowledge that I have the inherent intelligence, initiative, skills, knowledge, and work ethic to make many times over the money I have invested in MNKD, you can understand why I do not worry about minor non events and non news with regards to MNKD. If something material does change either positive or negative, then I will re-evaluate my investment. Until then my analysis when I bought the stock is no different than it is now. lmj implied that management better get their act together or else. I on the other hand feel that management can only do so much within the constraints they have. I am of the school of thought that Warren Buffet subscribes to - make sure you have a foolproof product that will sell despite fools running the company because eventually they will. The lights will not go out at MNKD. They hold too much intellectual property and value not to be gobbled up should the worst case scenario happen. Life goes on either way. Stop agonizing over the day to day and only invest what you are willing to lose. You will sleep better and live a better life as a result. "I on the other hand feel that management can only do so much within the constraints they have." That's an important part of the problem. MNKD's management can effectively do nothing but appeal to Sanofi to "get on the ball." Beyond that they are totally powerless. Worse yet, MNKD also appears to be in difficult financial straits, so doing anything other than sending appeals to Sanofi is probably out of the question. I know you meant mnkd management can effectively do nothing regarding Afrezza sales. Move, set up lines. sell buildings. Mannkind got Technosphere in June of 2014 as well. Mannkind has been working also on technosphere applications. And Patents. Afrezza patents, technospere insulin. Now comes the ramp up. This insulin, technosphere insulin is one fine medication. Technosphere, the platform, pharma's eyeballs have to be popping out. Eye on the ball. I watched an interview with Al Mann. "He said, when the science showed him technosphere, he knew. " My words, he must be some kind of super seer.
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I am in my early 30s and I have a long timeline ahead of me of investments I will be making, companies I will be starting, and places I'll be traveling. MNKD is one of my many investments that include a portfolio of many public companies large and small, some real estate, my own software company that I founded, a stake in some professional poker player's winnings, part ownership of a professional video game player league, an investment in a climbing gym, a stake in a puzzle escape room, some money put into an organic farm, and probably some other random investments I have forgotten about. Do I pay attention to all of them? To some degree - sure. But I don't let worries about their short term valuations ruin the wonderful life that I am living and if they ever did, that's when I would know it was time to sell. 
