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Post by seanismorris on Nov 5, 2015 19:37:23 GMT -5
You can blame the Shorts for a lot of things, but you can't blame them for Afrezzas poor sales.
Personally, I think the world would be a better place without GS, but they're not going anywhere...
What we can do is voice our displeasure with management. If they are taking steps to improve the Label that's not a state secret, that's material information.
Until I hear otherwise, I have to assume Afrezza is no longer a priority and MannKind is focusing on the other opportunities. If that's the case, management should be giving a status report (on them) on the next call.
If they don't do either MNKD is going to be a penny stock.
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Post by robsacher on Nov 5, 2015 19:37:49 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. Hi Denise. Welcome to ProBoards. You could be right but I think Sanofi will speak about Afrezza as I believe the point of the webcast is to discuss R & D. I believe Sanofi will say something about ongoing Afrezza studies but without going into any detail. However, what I would really like to hear is a simple positive forward looking statement. But, Sanofi hold there cards as close to their chest as any player I have ever seen playing poker in Vegas. So, I somehow doubt that we'll get any enthusiasm, no matter how muted. To me, that would still be a success tomorrow. |
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Post by robsacher on Nov 5, 2015 19:41:26 GMT -5
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! No, he means what he wrote. She is a great investor, one who is not swayed by the currents that come and go during the course of a young company's development. Nate Pile said it best when he wrote that it took him several years to profit from Celgene. Holding that stock has made him wealthy. |
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Post by Deleted on Nov 5, 2015 19:44:51 GMT -5
Aloha Robert: Mahalo for the welcome. You have a good point about this being a R & D future roadmap meeting, (I forgot that part), so it would seem logical that Afrezza must be discussed. Hopefully, it will an have impact and get us off these recent sp lows. I'll be following it tomorrow.
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Post by biotec on Nov 5, 2015 19:45:44 GMT -5
We'll see what tomorrow brings. All Sanofi has to do is say anything reasonably positive and MNKD could rebound sharply 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. Of course, holding that price may be a challenge since shorts seem willing to pay any price betting that MannKind will fail. Possibilities... Rob. Why you say Monday? Sanofi event is before open bell Friday, Tomorrow! Before open bell Friday at 9:30? What are you talking about? |
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Post by nylefty on Nov 5, 2015 19:47:23 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. Agree 100%. Well said in just 4+ lines. |
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Post by robsacher on Nov 5, 2015 19:52:53 GMT -5
Friday will be a day of digestion and planning, I think. Monday will see the real action if there is good news tomorrow for MNKD.  |
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Post by Deleted on Nov 5, 2015 20:11:32 GMT -5
The webcast begins here at 9:30 pm, HST. I'm almost afraid to watch it; but will and hope for something good. Ugh! GLTA.
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Post by greg on Nov 5, 2015 20:12:07 GMT -5
Friday will be a day of digestion and planning, I think. Monday will see the real action if there is good news tomorrow for MNKD. I'm quoting Rob here but this is addressed to so many others: Don't you folks get tired of predicting day to day price action to whatever is the news, rumor, or speculation of the day??? Rob, you in particular, have been wrong so many times, how many times have you suggested people add more shares because the stock has finally bottomed out and there's a clear trading range, and yet you continue to weight in daily with your predictions. Who cares what Sanofi says one day or another? We know Afrezza works, we know Sanofi is working on additional clinical trials to improve the label, we know the drug is important to the company's future, so why do we need constant reassurances?? And to the MNKD committed longs, why do we care about the price of the stock on a daily basis when we all know the magnitude of manipulation?? I know this board offers good info occasionally, which keeps me coming back, but I must say so much of what's posted is so tedious and juvenile. Enuff said, back to the real world. |
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Post by Deleted on Nov 5, 2015 20:24:10 GMT -5
Aloha Greg: I like how you look to the long term future, and point out that what really matters is; Afrezza works, and thus it sell well. That's right; consumers want the best, and diabetics are consumers. This Afrezza-ship will eventually right itself, and I'll still be on board sailing away. Daily, weekly, monthly, share price moves really don't matter much to me either. Mahalo for your views.
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Post by robsacher on Nov 5, 2015 20:48:11 GMT -5
Friday will be a day of digestion and planning, I think. Monday will see the real action if there is good news tomorrow for MNKD. I'm quoting Rob here but this is addressed to so many others: Don't you folks get tired of predicting day to day price action to whatever is the news, rumor, or speculation of the day??? Rob, you in particular, have been wrong so many times, how many times have you suggested people add more shares because the stock has finally bottomed out and there's a clear trading range, and yet you continue to weight in daily with your predictions. Who cares what Sanofi says one day or another? We know Afrezza works, we know Sanofi is working on additional clinical trials to improve the label, we know the drug is important to the company's future, so why do we need constant reassurances?? And to the MNKD committed longs, why do we care about the price of the stock on a daily basis when we all know the magnitude of manipulation?? I know this board offers good info occasionally, which keeps me coming back, but I must say so much of what's posted is so tedious and juvenile. Enuff said, back to the real world. Greg, you are entitled to your opinion and I am entitled to mine. Your business is your business and my business is mine. I don't have a crystal ball but I do enjoy the process and if folks have followed my advice to buy with some part of their position on short raids and sell that position on rebounds they would have made profits on several occasions during the last two years. I know I did. Look at the MNKD chart. The proof is in the numbers. But, I agree with you in that we know Afrezza works and Sanofi is working on trials. You may not need what you think of as assurances. But, what you think of as assurance, others may think of as enjoyable speculation. I enjoy the process. Maybe you do not? I don't know as I cannot speak for you. But I know how to speak clearly for myself and discuss the possibilities, the pros and cons of trading and investment in the company. I don't disrespect your process. I'm sure you have not had any intention of disrespecting my process. Best wishes, RS PS: I do not weigh in daily with my predictions. That's utter nonsense. |
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Post by Chris-C on Nov 5, 2015 21:03:19 GMT -5
Friday will be a day of digestion and planning, I think. Monday will see the real action if there is good news tomorrow for MNKD. I'm quoting Rob here but this is addressed to so many others: Don't you folks get tired of predicting day to day price action to whatever is the news, rumor, or speculation of the day??? Rob, you in particular, have been wrong so many times, how many times have you suggested people add more shares because the stock has finally bottomed out and there's a clear trading range, and yet you continue to weight in daily with your predictions. Who cares what Sanofi says one day or another? We know Afrezza works, we know Sanofi is working on additional clinical trials to improve the label, we know the drug is important to the company's future, so why do we need constant reassurances?? And to the MNKD committed longs, why do we care about the price of the stock on a daily basis when we all know the magnitude of manipulation?? I know this board offers good info occasionally, which keeps me coming back, but I must say so much of what's posted is so tedious and juvenile. Enuff said, back to the real world. Greg Thanks for your perspectives, and I agree that focusing on daily price action is pointless for long term investors. That said, I choose to view the conversation here as part useful information and part camaraderie. Many of the traders interested in get rich quick trading come here, benefit from the information, and leave when the going gets tough. But an important core of the members here are long term investors who have done their due diligence, and share very useful information and perspectives regularly to inform but also to amuse, reassure, and make the journey more pleasant. For me, it is great to interact with those who share my investment philosophy, know the company and its history and technology well, and believe in Afrezza and the potential for the science behind Technosphere. From time to time I step away from the board for a few days because I know this investment requires a long term perspective and constant FUD, unregulated manipulation, and slow progress can be insidiously frustrating. Another frustration shared here is that Mannkind is not a company that hypes or reveals more than it is required to share. This may be helpful in some cases because the short sided FUD juggernaut spins every piece of news with hyper distorted negativity. On the other hand, some of us choose to believe that the employees of Mannkind are focusing on developing their product and delivering it to persons with diabetes (and soon, hopefully, to people with other conditions). When I go to the pub or coffee shop with friends, I don't want the conversation to be strictly business. I want it to be convivial, and the judicious mixture of conversation and information makes for a pleasant experience. As James Taylor put it so succinctly in his lyrics, the secret to life is to enjoy the passage of time. In my view, this board has the ideal mixture of business and pleasure. Viewing it in this way, perhaps, will reduce the frustration you are currently experiencing. Good luck to all long investors and fellow MNKD proboard comrades. Let's hope for positive news tomorrow and on the 9th. Chris C |
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Post by mssciguy on Nov 5, 2015 21:15:56 GMT -5
Friday will be a day of digestion and planning, I think. Monday will see the real action if there is good news tomorrow for MNKD. We all have appreciated your writing and opinions very much! It's very difficult to do true publishing without anonymity, and it's great that you have the guts and talent for it. Not easy. That said, it's extremely difficult to be persuasive without having some hidden agenda like the click-bait-maestros and hedge-funds-frontmen. So I can easily see how grains of salt must be a big part of your diet! Someday, hopefully, a kind of "truthiness filter" will be available for our browsers and the Feuersteins and Shrekelis and Karps won't create such a huge need for viewpoints to counterbalance their selfish, greedy motivations. I am seriously thinking about maybe just going with a daily blog entry on blogspot or wordpress, like I've done with over a dozen topics over the past few years with a small but loyal global readership. If only there was a place to cross-reference legit, honest, competent posts, maybe with come nice relevant icons ... continuously updated as new facts roll in and old ones grow false. Too much noise, too much junk on the internet now, and it's getting worse. If we really have good (as in relevant, polite, balanced) things to say, why not post to a blog or website in addition to here or Seeking Alpha --- there are almost 10k followers of MNKD on stocktwitsnow --- keep the very best (and vetted) material in a central location, perhaps, and generate some revenue using ads, and guess what ------ maybe within a few months or a year, there will be enough in the piggy bank to hire a securities lawyer that can start some fires under SEC chairs .... Just a very rough idea, Rob... thanks again and have a wonderful weekend! |
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Post by dreamboatcruise on Nov 5, 2015 21:26:53 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. I think tier 3 would do wonders. Combined with the discount card for those that are price sensitive, tier three is basically as good as tier 2 from patient, and doctor, perspective. We just need to get rid of pre-authorization hoops, restrictions and out and out lack of coverage. Large scale tier 2 adoption will come with mounting evidence of clinical superiority, but hopefully we get lots of tier 3 prior to that, because it could still take time for enough clinical evidence or a real FDA trial showing superiority. |
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Post by mnkdnut on Nov 5, 2015 21:29:24 GMT -5
Friday will be a day of digestion and planning, I think. Monday will see the real action if there is good news tomorrow for MNKD. I'm quoting Rob here but this is addressed to so many others: Don't you folks get tired of predicting day to day price action to whatever is the news, rumor, or speculation of the day??? Rob, you in particular, have been wrong so many times, how many times have you suggested people add more shares because the stock has finally bottomed out and there's a clear trading range, and yet you continue to weight in daily with your predictions. Who cares what Sanofi says one day or another? We know Afrezza works, we know Sanofi is working on additional clinical trials to improve the label, we know the drug is important to the company's future, so why do we need constant reassurances?? And to the MNKD committed longs, why do we care about the price of the stock on a daily basis when we all know the magnitude of manipulation?? I know this board offers good info occasionally, which keeps me coming back, but I must say so much of what's posted is so tedious and juvenile. Enuff said, back to the real world. Greg: Great long-term view, but I disagree on some of your assumptions - 1.) "We know Afrezza works": Yes, we do, but that is a far cry from Insurance companies and Physicians being convinced that it works. That takes some serious clinical data (ie. label improvement) that we don't have right now. We also know it takes some time for patients and doctors to figure out how to individually dose Afrezza, so it takes some motivation and support to get it right. Saying "it works" is not enough. 2.) "We know Sanofi is working on additional clinical trials to improve the label". From the Trial announcements I've seen, none of them will improve the label in any meaningful way. 3.) "We know the drug is important to the company's future". We don't know that, they've never said that (unlike for Praluent), and the current CEO was not around when the deal with MNKD was made. What he has said is that they're lowering their forecast for Afrezza for the next 3 years. Not exactly two thumbs up. We don't need constant reassurance. What we need is basic confirmation that they have a global market penetration plan for Afrezza and that they are committed to it. I think that's a reasonable expectation from MNKD shareholders. |
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