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Post by EveningOfTheDay on Nov 24, 2015 1:03:34 GMT -5
Well, shorts have the company exactly where they have wanted it for quite a while, apparently out of options. To tell the truth, the more I learned about MNKD the more I felt there was a power play between Mann and other interests set on controlling the corporation or at least a big part of it. Mann is fairly mighty and he might have thought he had a chance to win in this game, but I can now, with some certainty level, can say that it appears the opposite side has the upper hand and therefore the interests behind it must be extremely well financed and connected. A part of me thinks that the best that could happen for long term investors is that Mann gives in to pressure and accommodates the interest of those involved in the game. I have a feeling that the sp would quickly jump considerably if this happened. Unfortunately or fortunately, depending on how you perceive the issue, I do not think Mann will give in, but then again he is in his 90s. His enemies have proven that they are willing to patiently wait for a long time. What are you talking about? What interest is he supposed to accommodate? Don't underestimate Al, he has huge firepower ($3 billion) he chooses to use it. The truth is that I am not sure what I am talking about. Too many things do not seem to fit and to much speculation flies around. In my opinion there is only one reason for the level of obscurity in Mannkinds doings and it has nothing to do with competitive reasons. It would seem to me, although I could be easily wrong, that it is all to outsmart the shorts or whoever Al Mann is having this chess game with. I also doubt all this is in the best interest of shareholders, but time will tell. I am the kind of guy that is always willing to accept that I when I am wrong, so will not be entrenched in any one position. |
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Post by suebeeee1 on Nov 24, 2015 1:34:15 GMT -5
It seems to me that any doctor who was satisfied that Afrezza would be the best option for a patient could get approval without having to put up too much of a fight. Any doctors could get an approval for a patient with a prescription plan that covers Afrezza, even as a pre authorization. No doctor can get an insurance company to cover it when it is not at all covered by their patient's plan. Unfortunately, over 65% of us currently fall in this category. Here's hoping 2016 brings better formulary coverage. And in our case, change of insurance provider. |
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Post by suebeeee1 on Nov 24, 2015 1:37:39 GMT -5
Al will have to step in and cover some operational costs for a year or so. Let's hope it doesn't come down to that. If Al had to bail us out again, I fear the stock price would do below $1. |
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Post by jpg on Nov 24, 2015 1:38:15 GMT -5
If we were to see Matt bail, then I believe that would be the red herring we could/should use to make a pivotal investment decision. Right now, with Al back at the reigns, any number of things could be agreed to that would improve the current predicament. If Matt were to walk, that would definitely be reason to pause. If Matt were to resign, I'd back up the truck and buy, buy, buy. I personally hold Matt responsible for the horrible financial shape that the company is in. Trend If Matt were to resign I would be very nervous for the future of the company. Not because he is leaving but why is he leaving? And does Mann really have that much money left or is he much much poorer than he once was and can't bankroll Mannkind more than 30 some million? |
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Post by trenddiver on Nov 24, 2015 2:15:16 GMT -5
What are you talking about? What interest is he supposed to accommodate? Don't underestimate Al, he has huge firepower ($3 billion) he chooses to use it. The truth is that I am not sure what I am talking about. Too many things do not seem to fit and to much speculation flies around. In my opinion there is only one reason for the level of obscurity in Mannkinds doings and it has nothing to do with competitive reasons. It would seem to me, although I could be easily wrong, that it is all to outsmart the shorts or whoever Al Mann is having this chess game with. I also doubt all this is in the best interest of shareholders, but time will tell. I am the kind of guy that is always willing to accept that I when I am wrong, so will not be entrenched in any one position. Evening, I'm afraid you've lost it. Mannkind got spanked pretty hard for talking to much, so the pendulum has swung the other way. And the agreement with Sanofi has strong non-disclosure language so I think Mannkind is being overly cautious. They also have their own intellectual property concerns related to Technosphere. But as to outsmarting the shorts, you are way off base. Although Al would certainly like make the shorts pay, he is an entrepreneur and businessman first, and that is where his focus will be. Trend |
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Post by trenddiver on Nov 24, 2015 2:24:26 GMT -5
If Matt were to resign, I'd back up the truck and buy, buy, buy. I personally hold Matt responsible for the horrible financial shape that the company is in. Trend If Matt were to resign I would be very nervous for the future of the company. Not because he is leaving but why is he leaving? And does Mann really have that much money left or is he much much poorer than he once was and can't bankroll Mannkind more than 30 some million? If he's leaving, it's because Al has seen the light and has realized that he and the company have been poorly served with Matt as the CFO. Al was a multi-billionaire before Mannkind and still is. And I suggest you stop worrying the company's finances. You own no shares so you have nothing to lose. I'm just perplexed that someone with no financial interest would be spending so much time on this board. GET A LIFE. TREND |
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Post by jpg on Nov 24, 2015 3:25:58 GMT -5
If Matt were to resign I would be very nervous for the future of the company. Not because he is leaving but why is he leaving? And does Mann really have that much money left or is he much much poorer than he once was and can't bankroll Mannkind more than 30 some million? If he's leaving, it's because Al has seen the light and has realized that he and the company have been poorly served with Matt as the CFO. Al was a multi-billionaire before Mannkind and still is. And I suggest you stop worrying the company's finances. You own no shares so you have nothing to lose. I'm just perplexed that someone with no financial interest would be spending so much time on this board. GET A LIFE. TREND Thank you for the concern over my social life! I follow 8 biotech companies and know their 'space' relatively well. I have owned all 8 at some point but currently own 4 of those 8 (it was 5 with Mannkind) but still follow these 8 as I think they have a future. Sadly (or happily...) only Mannkind has a message board with historically such high quality posters. I also have no issue with dropping one of those companies if I find it beyond economic repair. I followed Mannkind for 2 years before making a real investment (luckily well timed after the 2nd CRL). I don't need to take shadow positions anymore to be interested. I sold not at the perfect time but at a very profitable cost basis (from my entry point). I am sorry if you lost money but don't take it out on me. If I'm still here it is because I haven't given up on Mannkind as an investible company. If I had I wouldn't bother. On the other hand I do have to admit reading this board as a non invested individual has been highly educational for how we all react (invested and not invested) to news and price cycles. Maybe it's a sort of post 'flawed investment thesis analysis' as much as trying to figure out if Mannkind is still a potential investment? I have learnt more from this board about markets and market psychology (including myself) than in years of investing. I am very grateful. Sadly I know you are right and these boards are by definition only for longs and until I get with the program again I should probably simply stay away or at least stop commenting. Thank you all for a wonderful experience. JPG |
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Post by doodyfree on Nov 24, 2015 3:48:58 GMT -5
If he's leaving, it's because Al has seen the light and has realized that he and the company have been poorly served with Matt as the CFO. Al was a multi-billionaire before Mannkind and still is. And I suggest you stop worrying the company's finances. You own no shares so you have nothing to lose. I'm just perplexed that someone with no financial interest would be spending so much time on this board. GET A LIFE. TREND Thank you for the concern over my social life! I follow 8 biotech companies and know their 'space' relatively well. I have owned all 8 at some point but currently own 4 of those 8 (it was 5 with Mannkind) but still follow these 8 as I think they have a future. Sadly (or happily...) only Mannkind has a message board with historically such high quality posters. I also have no issue with dropping one of those companies if I find it beyond economic repair. I followed Mannkind for 2 years before making a real investment (luckily well timed after the 2nd CRL). I don't need to take shadow positions anymore to be interested. I sold not at the perfect time but at a very profitable cost basis (from my entry point). I am sorry if you lost money but don't take it out on me. If I'm still here it is because I haven't given up on Mannkind as an investible company. If I had I wouldn't bother. On the other hand I do have to admit reading this board as a non invested individual has been highly educational for how we all react (invested and not invested) to news and price cycles. Maybe it's a sort of post 'flawed investment thesis analysis' as much as trying to figure out if Mannkind is still a potential investment? I have learnt more from this board about markets and market psychology (including myself) than in years of investing. I am very grateful. Sadly I know you are right and these boards are by definition only for longs and until I get with the program again I should probably simply stay away or at least stop commenting. Thank you all for a wonderful experience. JPG I don't think you are objective. I believe you do have a vested interest in MNKD, probably has gone short. |
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Post by kball on Nov 24, 2015 9:20:16 GMT -5
If he's leaving, it's because Al has seen the light and has realized that he and the company have been poorly served with Matt as the CFO. Al was a multi-billionaire before Mannkind and still is. And I suggest you stop worrying the company's finances. You own no shares so you have nothing to lose. I'm just perplexed that someone with no financial interest would be spending so much time on this board. GET A LIFE. TREND -snip-
I sold not at the perfect time but at a very profitable cost basis (from my entry point). I am sorry if you lost money but don't take it out on me. If I'm still here it is because I haven't given up on Mannkind as an investible company. If I had I wouldn't bother. JPG So you're the 'one' who sold at a profit. Nice. Has to a bit more than double from here for me  |
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Post by trenddiver on Nov 24, 2015 10:40:44 GMT -5
If he's leaving, it's because Al has seen the light and has realized that he and the company have been poorly served with Matt as the CFO. Al was a multi-billionaire before Mannkind and still is. And I suggest you stop worrying the company's finances. You own no shares so you have nothing to lose. I'm just perplexed that someone with no financial interest would be spending so much time on this board. GET A LIFE. TREND Thank you for the concern over my social life! I follow 8 biotech companies and know their 'space' relatively well. I have owned all 8 at some point but currently own 4 of those 8 (it was 5 with Mannkind) but still follow these 8 as I think they have a future. Sadly (or happily...) only Mannkind has a message board with historically such high quality posters. I also have no issue with dropping one of those companies if I find it beyond economic repair. I followed Mannkind for 2 years before making a real investment (luckily well timed after the 2nd CRL). I don't need to take shadow positions anymore to be interested. I sold not at the perfect time but at a very profitable cost basis (from my entry point). I am sorry if you lost money but don't take it out on me. If I'm still here it is because I haven't given up on Mannkind as an investible company. If I had I wouldn't bother. On the other hand I do have to admit reading this board as a non invested individual has been highly educational for how we all react (invested and not invested) to news and price cycles. Maybe it's a sort of post 'flawed investment thesis analysis' as much as trying to figure out if Mannkind is still a potential investment? I have learnt more from this board about markets and market psychology (including myself) than in years of investing. I am very grateful. Sadly I know you are right and these boards are by definition only for longs and until I get with the program again I should probably simply stay away or at least stop commenting. Thank you all for a wonderful experience. JPG jpg, Sorry, I didn't mean to address your social life but I just don't buy your story. Why would you be questionning Al Mann's financial condition? Why would you worry if Matt is fired? Is it your soft bashing hidden agenda? It's one thing to read the board and gain knowledge but to post as often as you do (24 in the last 2 days) with no stated financial interest (long or short) with a negative slant just doesn't make sense to me. Oh, and I haven't lost money, I'm in at less than $2.00. It's a little off topic but I was wondering what you do for a living? Trend |
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Post by suebeeee1 on Nov 24, 2015 10:46:31 GMT -5
On the other hand I do have to admit reading this board as a non invested individual has been highly educational for how we all react (invested and not invested) to news and price cycles. Maybe it's a sort of post 'flawed investment thesis analysis' as much as trying to figure out if Mannkind is still a potential investment? I have learnt more from this board about markets and market psychology (including myself) than in years of investing. I am very grateful. Sadly I know you are right and these boards are by definition only for longs and until I get with the program again I should probably simply stay away or at least stop commenting. Thank you all for a wonderful experience. JPG JPG I don't know about anyone else, but I have found value in your posts. I do understand why you are not invested at this moment. Maybe following your lead we would all be a bit more profitable! All that said, as long as you aren't trying to sabotage the board by having no stake and pretending like you do, I don't see the harm. We can learn from your experience and even if you are a wet rag at times, we all could probably use that. As an "exhuberant pumper", I'm taking a different strategy, but there is room here for everyone who has something constructive to add. You always, in my opinion, have. |
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Post by babaoriley on Nov 24, 2015 10:51:21 GMT -5
Trend, I think jpg is always on the level, in other words, I think his posts reflect his genuine mindset. He once and for some long while was irrationally exuberant about MNKD, facts have changed and so has his mind. He is not as irrational, and clearly not as exuberant as he was a year or two ago. I'm proud of his progress on both fronts  - dark-side pessimists like myself enjoy helping to drag others down with us! BTW, I think most of us believe jpg to be a physician, thus, so much for his investing prowess! |
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Post by trenddiver on Nov 24, 2015 11:18:40 GMT -5
Trend, I think jpg is always on the level, in other words, I think his posts reflect his genuine mindset. He once and for some long while was irrationally exuberant about MNKD, facts have changed and so has his mind. He is not as irrational, and clearly not as exuberant as he was a year or two ago. I'm proud of his progress on both fronts - dark-side pessimists like myself enjoy helping to drag others down with us! BTW, I think most of us believe jpg to be a physician, thus, so much for his investing prowess! Baba, You know that I always appreciate your perspectives. I am glad you and other old timers are still around. Trend |
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Post by hankscorpio7 on Nov 24, 2015 11:36:08 GMT -5
Bawahaha!(fragslap impression). jpg getting called out for soft bashing. The hunter has become the hunted. Too bad you worried so much about multiple accounts and fake longs.
How is ownership a requirement? It is an anonymous message board. Disclosing positions is of course optional. jpg seems to be a better poster without shares.. I question his choice to share that he had sold, but ahh vanity.
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Post by kc on Nov 24, 2015 11:57:09 GMT -5
The shorties want us to feed on each other and that is something we need to avoid. Let's stay on target
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- dark-side pessimists like myself enjoy helping to drag others down with us! 
