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Post by cjc04 on Nov 5, 2015 0:39:51 GMT -5
But any mention of Afrezza by Sanofi should be sufficient to squash the short sellers' last supposition. Don't know what distorted lie they will come up with next if Sanofi comes through. REALLY?  No offense Kastanes, but are you (we) really betting everything on what SNY has to say? Do You really believe the shorts are betting on what SNY has to say? ? |
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Post by chuck on Nov 5, 2015 1:40:33 GMT -5
If "investors" believe the RBC downgrade two days before Sanofi's presentation was a coincidence and sold, you are a fool. Wall Street knows how to shake weak hands; I don't see Al selling. What does that indicate? Good news will eventually arrive. Smart move by rbc. Only downside can come from sny presentation and/ or mnkd earnings. Best to get out front of it instead of having an unrealistic $9 target. |
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Post by mbseeking on Nov 5, 2015 3:41:29 GMT -5
But any mention of Afrezza by Sanofi should be sufficient to squash the short sellers' last supposition. Don't know what distorted lie they will come up with next if Sanofi comes through. REALLY? No offense Kastanes, but are you (we) really betting everything on what SNY has to say? Do You really believe the shorts are betting on what SNY has to say? ? We're all placing bets of some form here. Like Kastanes, I dont believe the shorts are as strong as they'd like you to believe either.. After a lot of bad news MNKD is down, but not capitulated , yet the shorts seem to be stretched.. (as measured by reports of short interest rates going up , and checking the fail to deliver short report - MNKD dropped off that yesterday , first time in 5+ days, likely that the v high interest offered by MM finally got enough shares to balance out the naked shorting ). IF the gloom around MNKD was fully real, then this is not a time when you'd think the shorts would be running out of ammunition (i.e. shares to short). Additionally, there is no sign, none, that the institutions have started dumping. They are probably averaging in. Just a little good news... or something even more specific and positive from either SNY or MNKD should gets us going the other way.. It could be as insignificant as MNKD saying they are putting SNY on notice to perform - a valid statement considering SNY ER update last week. Confirmation that MNKD management are awake and onto SNY would be enough to get us going in the right direction again IMO. |
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Post by parrerob on Nov 5, 2015 4:13:04 GMT -5
Smart move ? RBC dowgraded from 10 to 9 just in August. Now they downgraded from 9 to 1 and just few days before SNY presentation and MNKD earnings ? Somethink is leaking ? I don't think any case it is not so professional imo. Normally when something is leaking ... first We have sell off and later analyst advising about giving new targets/expectations.
RBC was expecting sales jumping big with advertising starting October 1st and did not happend ?
1$ target means MNKD is a 400million dollars company for RBC. Considering the asset, the patents and the factory it is like to say that both Afrezza and TS has 0 value. Few days before SNY presenting his future diabete plans, and MNKD earning ? Sorry I cannot see nothing professional here.
Can be smart ! but sure not professional.
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Post by mssciguy on Nov 5, 2015 6:46:37 GMT -5
Interesting comment on stocktwits this morning, perhaps the RBC downgrade was to get MNKD off naked SHO list? prntscr.com/8z9wgy? thoughts ? |
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Post by mbseeking on Nov 5, 2015 7:36:19 GMT -5
Interesting comment on stocktwits this morning, perhaps the RBC downgrade was to get MNKD off naked SHO list? prntscr.com/8z9wgy? thoughts ? Doubt it.. much more likely the increase in interest rates (to crazy high levels) we've seen the last few days finally teased a few more shares to be loaned. It's kind of cool we now have this metric.. if it shows up on teh SHO list for a few days we we know the Shorts are sucking wind trying to find enough to support their position. My gosh, it is only going to take a whiff of good news to over power them. Even with silence from MNKD they have to borrow every share they can to suppress the price. Opportunities like this come but once in a life. |
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Post by Deleted on Nov 5, 2015 12:49:04 GMT -5
Last hour of trading today will be interesting. Hang in there!!!
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Post by robsacher on Nov 5, 2015 14:52:24 GMT -5
This reminds me of ADCOM but the shorts are way more extended now. Night before ADCOM, MNKD was at $4.01, down from mid $7s in just several trading days. Shorts then peddled the story that the FDA paper showed that Afrezza was going to fail before ADCOM. But, logic does not always prevail so I hope Sanofi do not surprise in a negative direction.
Sanofi could surprise in a positive direction by making public some part of their plans and commitment to Afrezza. That would be nice.
I am holding on to my belief in the product and in the willingness of Sanofi to see this process through for at least another year. To me, that would be the logical thing to do, especially when Sanofi seems to be struggling somewhat with Toujeo in that drug's quest to replace Lantus.
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Post by blindhog1 on Nov 5, 2015 15:08:13 GMT -5
Last hour of trading today will be interesting. Hang in there!!! OK.....here we go!  |
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Post by suebeeee1 on Nov 5, 2015 15:10:48 GMT -5
This reminds me of ADCOM but the shorts are way more extended now. Night before ADCOM, MNKD was at $4.01, down from mid $7s in just several trading days. Shorts then peddled the story that the FDA paper showed that Afrezza was going to fail before ADCOM. But, logic does not always prevail so I hope Sanofi do not surprise in a negative direction. Sanofi could surprise in a positive direction by making public some part of their plans and commitment to Afrezza. That would be nice. I am holding on to my belief in the product and in the willingness of Sanofi to see this process through for at least another year. To me, that would be the logical thing to do, especially when Sanofi seems to be struggling somewhat with Toujeo in that drug's quest to replace Lantus. I got shaken out at Adcom because I was overly worried about the FUD. My base at that time was $4.83 and I sold everything out at almost $4.00 for a loss. NOT THIS TIME! I bought back in at around $6.50 after Adcom and have been averaging down since. My latest purchase was a sale of a few thouand puts for January of 2018. I also sold a few thousand for January 2016. Not worried about being assigned the stock at a cost of less than $2 a share. Then, I'm holding on until the very end. Whether we are bought out for $70 a share 10 years from now or crash and burn. I believe in this product. IT WORKS! It's amazing and there is much, much more to come with Technosphere. We need help to get there though. Sanofi and Mannkind will get the job done. |
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Post by Deleted on Nov 5, 2015 15:11:19 GMT -5
I am holding on to my belief in the product and in the willingness of Sanofi to see this process through for at least another year. To me, that would be the logical thing to do, especially when Sanofi seems to be struggling somewhat with Toujeo in that drug's quest to replace Lantus. I don't ever see Sanofi giving up Afrezza. While Sanofi is probably not happy with scripts, they would definitely not be happy with Afrezza in a competitors possession. |
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Post by kball on Nov 5, 2015 15:19:12 GMT -5
This reminds me of ADCOM but the shorts are way more extended now. Night before ADCOM, MNKD was at $4.01, down from mid $7s in just several trading days. Shorts then peddled the story that the FDA paper showed that Afrezza was going to fail before ADCOM. But, logic does not always prevail so I hope Sanofi do not surprise in a negative direction. Sanofi could surprise in a positive direction by making public some part of their plans and commitment to Afrezza. That would be nice.I am holding on to my belief in the product and in the willingness of Sanofi to see this process through for at least another year. To me, that would be the logical thing to do, especially when Sanofi seems to be struggling somewhat with Toujeo in that drug's quest to replace Lantus. Well, they could. But wouldn't that have the undesirable affect of increasing the cost to acquire the company, which some of us conspiracy theorists believe may be behind their less than impressive efforts to date...all things considered? |
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Post by robsacher on Nov 5, 2015 15:28:47 GMT -5
This reminds me of ADCOM but the shorts are way more extended now. Night before ADCOM, MNKD was at $4.01, down from mid $7s in just several trading days. Shorts then peddled the story that the FDA paper showed that Afrezza was going to fail before ADCOM. But, logic does not always prevail so I hope Sanofi do not surprise in a negative direction. Sanofi could surprise in a positive direction by making public some part of their plans and commitment to Afrezza. That would be nice. I am holding on to my belief in the product and in the willingness of Sanofi to see this process through for at least another year. To me, that would be the logical thing to do, especially when Sanofi seems to be struggling somewhat with Toujeo in that drug's quest to replace Lantus. I got shaken out at Adcom because I was overly worried about the FUD. My base at that time was $4.83 and I sold everything out at almost $4.00 for a loss. NOT THIS TIME! I bought back in at around $6.50 after Adcom and have been averaging down since. My latest purchase was a sale of a few thouand puts for January of 2018. I also sold a few thousand for January 2016. Not worried about being assigned the stock at a cost of less than $2 a share. Then, I'm holding on until the very end. Whether we are bought out for $70 a share 10 years from now or crash and burn. I believe in this product. IT WORKS! It's amazing and there is much, much more to come with Technosphere. We need help to get there though. Sanofi and Mannkind will get the job done. I'm moved by your statement and proud to have you standing next to me at this challenging time for the company. I held through ADCOM, with a lot of angst, but today I hold and am strangely calm and serene.  |
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Post by kc on Nov 5, 2015 15:38:42 GMT -5
I am holding on to my belief in the product and in the willingness of Sanofi to see this process through for at least another year. To me, that would be the logical thing to do, especially when Sanofi seems to be struggling somewhat with Toujeo in that drug's quest to replace Lantus. I don't ever see Sanofi giving up Afrezza. While Sanofi is probably not happy with scripts, they would definitely not be happy with Afrezza in a competitors possession. They drive the truck with the script count. They can change that immediately by reducing pricing but that is perhaps the most unwise thing to do at this time. Our problem is tier level and pricing. Sanofi is profit driven it will not cut pricing until they have educated the doctors on the product. That takes a lot of time. Perhaps another 12months. |
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Post by EveningOfTheDay on Nov 5, 2015 15:42:12 GMT -5
I am still of the opinion that Sanofi will not walk out of this. They might be disappointed on script numbers to some extent, but considering the level of push they have exerted so far, at least in appearance fairly minimal, they must have known results would be disappointing. Having a drug in your hands that patients love is a powerful incentive to try to find the way to get it to them. That is the part Sanofi has to really work out, how to get it to them. It might take time, but time they have. Mannkind might have less time, but it would be in the best interest of Sanofi to allow Mannkind to continue research without having to worry constantly about their survival.
On the other hand, if Sanofi is not willing to stand by Mannkind we might have to start worrying about finding another partner. I maintain that I do not believe this will happen, but will see.
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No offense Kastanes, but are you (we) really betting everything on what SNY has to say?
