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Post by mssciguy on Nov 5, 2015 15:47:21 GMT -5
the HFT here is so unnerving. Watching his is like being in Vegas, playing a card game, and the amount in the kitty changes at the will of the casino. It's so wrong and it has to stop.
Hopefully, someday there won't be any GS or SEC, just some simple laws, and if you break them, you go to jail. We have computers...
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Post by suebeeee1 on Nov 5, 2015 16:14:01 GMT -5
Me too! I'm and with you, shoulder to shoulder. The only thing I feel right now is a buying opportunity. There is seriously zero doubt in my mind that this will eventually succeed. I am looking forward to tomorrow, next month, next year and ten years from now. |
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Post by Deleted on Nov 5, 2015 16:37:00 GMT -5
Me too! I'm and with you, shoulder to shoulder. The only thing I feel right now is a buying opportunity. There is seriously zero doubt in my mind that this will eventually succeed. I am looking forward to tomorrow, next month, next year and ten years from now. Like your attitude, you are a true investor! Now we wait until morning. Sleep well. |
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Post by biotec on Nov 5, 2015 18:23:24 GMT -5
Me too! I'm and with you, shoulder to shoulder. The only thing I feel right now is a buying opportunity. There is seriously zero doubt in my mind that this will eventually succeed. I am looking forward to tomorrow, next month, next year and ten years from now. Like your attitude, you are a true investor! Now we wait until morning. Sleep well. Kastanes, I think you mean a great speculator? Not a great investor! It's not looking good so far! You may see rainbows and unicorns, But I like to look at the big picture, We need sales and we need sales fast. We don't have time to play grab ass, We need sales. You keep saying we need insurance coverage before the TV Ads? If we wait for that MNKD will be no longer! |
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Post by pktrump on Nov 5, 2015 18:28:33 GMT -5
Sanofi will present their business plan during the early morning hours Friday our time. Shorts worried about any positive Afrezza mention will need to cover tomorrow. At the very least, I expect some short covering before Monday's close. Longs: hang in there, MannKind has the greatest medicine and delivery technology available; just a matter of time before people wake up. |
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Post by Deleted on Nov 5, 2015 18:43:15 GMT -5
"Kastanes, I think you mean a great speculator? Not a great investor! It's not looking good so far! You may see rainbows and unicorns, But I like to look at the big picture, We need sales and we need sales fast. We don't have time to play grab ass, We need sales. You keep saying we need insurance coverage before the TV Ads? If we wait for that MNKD will be no longer!"
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I see the real deal, Afrezza, with clinically meaningful results, not rainbows and unicorns.
I will repeat myself: without tier 2 coverage, TV ads are a waste of $. You are entitled to your opinion, I will stay put on mine.
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Post by peppy on Nov 5, 2015 18:47:47 GMT -5
I do not see the point of this thread.
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Post by pktrump on Nov 5, 2015 18:57:44 GMT -5
Not felt this bearish about MNKD since the 2nd CRL.
The big difference between then and now is Al Mann and management were communicating clear goals with us. I loaded up after the second CRL . With the SNY agreement, clarity is gone.
The silence has allowed the short FUD to weaken the conviction of the longs. We r forced to speculate. But the need for AFZ and the pharmokinetics iatr not debatable. Beta cell lives matter.
Hope is not a strategy, but I'm hoping a white swan is in MNKDs future. A clear directive and a clear sign of support from SNY is and should b given: if not, time to reevaluate. In the near term, TEVA might b in the cards given their involvement w Migraine Tx and pain mgt. who knows but IMO a great fit for Tecnosphere.
The institutional ownership remains strong and growing. AFZ will b a God send to pediatric pts if it survives the coordinated attack. I pray for that.
Cramer and Adam Fraudstein and the GS cartel; payback will b unbelievable. They r corrupt, conflicted, and miserable human beings.
Don't ever forget their corruption.
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Post by Deleted on Nov 5, 2015 18:58:47 GMT -5
I've bee saying the same thing for months; Afrezza needs tier 2, and a better label; both will happen, but it will take time. Then IMO, the DTC will launch in a major way. I'm invested in MNKD, very long, patient, and willing to wait out the current turbulence. Btw, IMO, not expecting anything big tomorrow. Aloha.
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Post by seanismorris on Nov 5, 2015 19:07:55 GMT -5
"Clinically Meaningful" isn't "Clinically Superior" which is what insurance companies/coverage is looking for...
Business as usual from Sanofi and MannKind isn't going to cut it. The Shorts aren't going anywhere unless a Clinical Trial shows Afrezza superiority. Not even the Bulls can find any evidence on efforts to improve the Label.
Longs (myself included) are waiting for a PLAN and all we're getting is items of interest that fuels speculation (Israel news).
This next conference call will show if there is something worth waiting for, or if MNKD is a dumpster fire. MannKind's management better bring their A game. Excuses are no longer acceptable.
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Post by mssciguy on Nov 5, 2015 19:17:09 GMT -5
Not felt this bearish about MNKD since the 2nd CRL. The big difference between then and now is Al Mann and management were communicating clear goals with us. I loaded up after the second CRL . With the SNY agreement, clarity is gone. The silence has allowed the short FUD to weaken the conviction of the longs. We r forced to speculate. But the need for AFZ and the pharmokinetics iatr not debatable. Beta cell lives matter. Hope is not a strategy, but I'm hoping a white swan is in MNKDs future. A clear directive and a clear sign of support from SNY is and should b given: if not, time to reevaluate. In the near term, TEVA might b in the cards given their involvement w Migraine Tx and pain mgt. who knows but IMO a great fit for Tecnosphere. The institutional ownership remains strong and growing. AFZ will b a God send to pediatric pts if it survives the coordinated attack. I pray for that. Cramer and Adam Fraudstein and the GS cartel; payback will b unbelievable. They r corrupt, conflicted, and miserable human beings. Don't ever forget their corruption. Hang in there. You sound concerned about the borderline fraud by WS/GS/MF/TS pundit-analysts and I wonder what you and the rest of the board thinks about the following idea (probably already circulated here but may need a second look or a different approach): HOW ABOUT..... a shareholder activism thread. In which we share what we have done to contact SEC, FDA, DOJ including helpful hits about "getting through to the right person." Likewise with cross-posting or sharing to our own blogs, webpages-- not every single thing... but a kind of place where we could know where to get links to embed so that we're not all on our own little islands... Just a thought. I get the feeling that we need to have more than just a passive attitude. Yes, it's game changing medicine and has (will) save thousands or millions of lives. But, the ADHD-afflicted out there need to get plenty of reminders due to the immense competition from the rest of the streams in our lives. |
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Post by Deleted on Nov 5, 2015 19:19:02 GMT -5
IMO Sanofi is keeping Afrezza on the back burner for now, and the company unequivocally supports the partnership. If Sanofi elects to hold back tomorrow on discussing Afrezza, which I believe will be the case, well, that is their prerogative, their option. Bottom line for me at least is Afrezza is a superior product that works better than anything else on the market right now. Remember, Diabetics are consumers too, and consumers always want the best! That's what is going to happen with Afrezza; and if what happens tomorrow is a non-event for Afrezza; well, that will have no bearing on the long term future success of this game-changer, Afrezza! Aloha.
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Post by jpg on Nov 5, 2015 19:25:19 GMT -5
If Sanofi is really keeping Afrezza on the back burner then Mannkind is not doing their job and cannot accept this continued state of affairs. I personally do not think Sanofi is currently holding back as they were before the new CEO (chaos) and especially the early approval of Toujeo.
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Post by robsacher on Nov 5, 2015 19:30:35 GMT -5
We'll see what tomorrow brings. All Sanofi has to do is say anything reasonably positive and MNKD could rebound sharply on Friday but I think a rebound would more likely happen on Monday.
And, since there are certain investors who could buy a lot of shares on Sunday in Tel Aviv, there is a possible scenario where MNKD opens on the NASDAQ over $5 or $6 on Monday. Of course, holding that price may be a challenge since shorts seem willing to pay any price betting that MannKind will fail.
I'm not saying that this will happen, only that it is within the realm of possibilities...
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Post by Deleted on Nov 5, 2015 19:36:47 GMT -5
That would be sweet as a pineapple if we get some news to help nudge the sp up tomorrow. Love to see your possible scenario unfold Robert. Aloha.
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