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Post by bradleysbest on Dec 9, 2015 9:47:42 GMT -5
My "hope" is SNY is oblivious to MNKD's share price & is executing "their" plan to make Afrezza a blockbuster! Just wish they (SNY/MNKD) would communicate to share holders a lot better. Maybe the silence behind MNKD is that they know of SNY's intentions for a BIG 2016. At least that's what my letter to Santa asked for!
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Post by mssciguy on Dec 9, 2015 9:53:33 GMT -5
My "hope" is SNY is oblivious to MNKD's share price & is executing "their" plan to make Afrezza a blockbuster! Just wish they (SNY/MNKD) would communicate to share holders a lot better. Maybe the silence behind MNKD is that they know of SNY's intentions for a BIG 2016. At least that's what my letter to Santa asked for! So you are saying Santa's flight got delayed until 2016 ... oh no  Hey, now that the shock of a depressed stock price is over, let's look forward. The clamp study results forthcoming, pediatric and other trials ongoing... this may turn out to be the most-studied drug ever in terms of safety. Really. How many clinical studies so far?? It keeps a lot of folks at FDA employed, for sure. |
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Post by bradleysbest on Dec 9, 2015 11:00:45 GMT -5
I do not think they have boarded the plane yet... so yes 2016 is our best bet!
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Post by purge on Dec 9, 2015 11:04:12 GMT -5
My "hope" is SNY is oblivious to MNKD's share price & is executing "their" plan to make Afrezza a blockbuster! Just wish they (SNY/MNKD) would communicate to share holders a lot better. Maybe the silence behind MNKD is that they know of SNY's intentions for a BIG 2016. At least that's what my letter to Santa asked for! I am convinced that the longer Mannkind management remains silent, evades questions from wall street and retail share holders, and the longer they are opaque with their communications the more I am convinced things are worse than any of us thought.
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Post by mnholdem on Dec 9, 2015 11:07:31 GMT -5
Did this board go from stock discussion to a therapy support group for longs who are obsessed with FUD? Too bad Mannkind doesn't sell inhalable spines. Some on here are need of one. Haven't you heard? We're calling ourselves the HITS squad, for Head In The Sand.    
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Incidentally, I'm not obsessed with FUDsters any more than I am with mosquitos (Minnesota's unofficial state bird) but I will squash either one if I see it.
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Post by bradleysbest on Dec 9, 2015 11:09:45 GMT -5
Purge you very well could be right. Obviously I am hoping that is not the case!
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Post by dreamboatcruise on Dec 9, 2015 11:43:44 GMT -5
Particularly right now we've had two events which clearly were off plan... TASE not raising as much money as they indicated they expected and our CEO's departure... I think these are the sorts of events that need to be addressed by a company. Maybe they don't indicate anything dire, but it is not surprising how the market is reacting.
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Post by hankscorpio7 on Dec 9, 2015 11:44:00 GMT -5
Fear, Uncertainty, Despair (FUD) - aka The Joys of Moderating on a Down Day
It is not surprising that professionals are employed to convince Wall Street KOLs that the continued silence from MannKind/Sanofi regarding Afrezza is unusual and a bad omen, even when those who employ these FUDsters know that silence regarding marketing strategies is commonplace in the industry.
You may think, “I’ve done my DD. I think I can recognize FUD and emotional manipulation. But how can I protect myself from it?”
Define FUD, then insinuate there is a shadow organization that employs people to spread FUD across the web, but then insist people that have problems with this stock should have their views respected? Fantasy! The problem now is how can this board be taken seriously if the moderators are biased? Any argument against so called FUDsters must be applied to overly positive posters. One of my middle road post was deleted by a moderator while her friends anti- FUD, against the rules post I was refuting still remains? Threads can be whitewashed and no one is the wiser. well centered- ppphffft! "Blame is for losers!"- Rob Sacher. Good thing Dr. Mann didn't agree. Anybody remember the so called FUD that was being spread 9 months ago? I guess that is why Rob was caught offguard- he blocked those posts. Anybody wish they had spent more time taking the pricing and insurance coverage for Afrezza more seriously now? How bout when insiders were selling? Or how bout my post about talking to an endo group chief who was vehemently opposed to Afrezza? It wasn't FUD, they were serious issues that investors care about. Maybe not on this board, but new, experienced investors that any stock needs to attract to support the shares. As I have posted for the last year- pumping or FUD does not matter. The people on these boards do not bring enough power. Most are already fully invested. The only point of this board is to discuss issues with people of different views, different experiences in trading- respectfully. If it is a hangout for longs, change the name to pro-MNKD boards so serious investors with capital won't waste their time here. Simply saying MNKD is going bankrupt is FUD does not address the issue. There is no proof it is FUD. There is proof MNKD is in a financial position that may lead to bankruptcy. Accusing people of lying and being part of some shadow short group after their first few points is the reason the pro- bias of this board lost so many of us so much money. Kastanes impression- "LOCK THE THREAD" or delete the whole damn thing. |
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Post by purge on Dec 9, 2015 12:02:24 GMT -5
bradleysbest- I am still hoping also, but let's be honest. Management here have been horrible. They have deceived and evaded. Until there is communication from them and until they can stop being evasive.... I am convinced we are in more trouble than any of us longs believed. I am long way long, but I am way past concerned mostly because of management's deceit, covering up, hiding, and evading.
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Post by jeremg on Dec 9, 2015 12:02:16 GMT -5
Fear, Uncertainty, Despair (FUD) - aka The Joys of Moderating on a Down Day
It is not surprising that professionals are employed to convince Wall Street KOLs that the continued silence from MannKind/Sanofi regarding Afrezza is unusual and a bad omen, even when those who employ these FUDsters know that silence regarding marketing strategies is commonplace in the industry.
You may think, “I’ve done my DD. I think I can recognize FUD and emotional manipulation. But how can I protect myself from it?”
Define FUD, then insinuate there is a shadow organization that employs people to spread FUD across the web, but then insist people that have problems with this stock should have their views respected? Fantasy! The problem now is how can this board be taken seriously if the moderators are biased? Any argument against so called FUDsters must be applied to overly positive posters. One of my middle road post was deleted by a moderator while her friends anti- FUD, against the rules post I was refuting still remains? Threads can be whitewashed and no one is the wiser. well centered- ppphffft! "Blame is for losers!"- Rob Sacher. Good thing Dr. Mann didn't agree. Anybody remember the so called FUD that was being spread 9 months ago? I guess that is why Rob was caught offguard- he blocked those posts. Anybody wish they had spent more time taking the pricing and insurance coverage for Afrezza more seriously now? How bout when insiders were selling? Or how bout my post about talking to an endo group chief who was vehemently opposed to Afrezza? It wasn't FUD, they were serious issues that investors care about. Maybe not on this board, but new, experienced investors that any stock needs to attract to support the shares. As I have posted for the last year- pumping or FUD does not matter. The people on these boards do not bring enough power. Most are already fully invested. The only point of this board is to discuss issues with people of different views, different experiences in trading- respectfully. If it is a hangout for longs, change the name to pro-MNKD boards so serious investors with capital won't waste their time here. Simply saying MNKD is going bankrupt is FUD does not address the issue. There is no proof it is FUD. There is proof MNKD is in a financial position that may lead to bankruptcy. Accusing people of lying and being part of some shadow short group after their first few points is the reason the pro- bias of this board lost so many of us so much money. Kastanes impression- "LOCK THE THREAD" or delete the whole damn thing. Of course the glaringly ironic thing with these characters is the fact that they speak of this "FUD" overtime as if it were wrong when in fact if one had listened to the "FUD" 1-2-4-9 etc. months ago they would have significantly more money sitting in their investment account, myself included -_-. I've learned here that "FUD" is just code for "Fanaticism" and "Paranoia", and if you want to spot a fanatic just do a search for "ignore", "block", or "FUD". I think "FUD" may actually mean "Facts-Undeniability-Diligence" because so far everything referred to as "FUD" has been spot on... I may have to change my investment thesis to include this "infallible-FUD" and maybe instead of losing 5-10% per day, I'll actually start making some money. |
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Post by Deleted on Dec 9, 2015 12:05:05 GMT -5
@hankscorpio7 I couldn't agree more. There's such a desire by people under stress to find someone to blame and it's very convenient to label anything one doesn't want to hear as FUD. When I was focused on the risks and talking about cash, sales, insurance dynamics last fall through the early summer I was and probably still am labeled many things. It was typical to see "we already covered that and put it to rest" and similar type statements along with "soft basher" and other terms. Meanwhile, the pie-in-the-sky FUD? well heck, that was gospel. The connection of dots no matter how unlikely was hailed as "great finds". Meanwhile, I know of no worse type FUD than pumpers FUD because it can cause the poster and others reading the post to actually believe in that line of thinking, ignore the risks, and take actions based on that material. It's a shame.
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Post by mnholdem on Dec 9, 2015 12:15:46 GMT -5
Who said anything about a "shadow organization?" There are plenty of books available on professional FUDsters, who hires them and why. I suggest you buy and read a few if you think that hiring pros to spread FUD is a myth.
Board moderators do not publicly discuss actions taken, such as when a member is banned or suspended, so in many ways the board does have to trust us. I think that I can disclose, however, members from both "camps" are dealt with. The point of my message is that we moderators are receiving a number of complaints that incorrectly identify negative posts as FUD when they aren't. Perhaps you should read my message again.
We will continue to moderate as best we can.
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Post by jeremg on Dec 9, 2015 12:16:20 GMT -5
Particularly right now we've had two events which clearly were off plan... TASE not raising as much money as they indicated they expected and our CEO's departure... I think these are the sorts of events that need to be addressed by a company. Maybe they don't indicate anything dire, but it is not surprising how the market is reacting. I absolutely agree that these things should have been transparently addressed by the company but I think the reason for the silence is because of the turmoil inherent. Al stepped back in with the company in survival mode, as Al is now trying to right the ship through this storm, I do not expect and am not surprised that shareholders are the last thing on his mind. I expect Al is now in full self-preservation mode, I think it would be naive to assume Al's solution to all of this will be in the interest of shareholders and that he would share his plans with the Street (us included). I'm still holding out for the last ditch effort in which he may auction the company and I would make back more than today's value. |
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Post by stevil on Dec 9, 2015 12:26:27 GMT -5
My only issue with all those accusing me of FUD is that all I've ever pointed to is facts. I always try to root my argument in fact because without truth as a foundation, it will crumble. Now, some may not agree with my syllogisms, but I always invite people to disconnect the conclusions from the premises. I haven't really been challenged. So when I bring up fact and connect logical conclusions to them, how (or better yet, why?) is that perceived as FUD on this board?
I've been extremely transparent and honest with my intentions here. I'm a long, holding til the end, but I hope that I can help others see past their blinders. While the long timers here are disappointed with the new trajectory of the board (and understandably so... I was around earlier when pie in the sky dominated the tone), they're failing to see that the trajectory isn't set by the so-called "FUDsters" but by the current state of the company. They're simply blaming the FUDsters for the negative emotions they're feeling rather than correctly assigning those feelings to the very ideas they're trying to ignore. The truth is, if things were going well, there wouldn't be any of this so-called "FUD" to spread around. Don't blame the people here who choose to try to stay objective rather than choosing to fall in love with the science and thinking there's no way it can fail. There are too many variables for the argument to be so simplistic. You can have the greatest product in the world, but if no one buys it or wants it, it's worthless. Just as beauty is in the eye of the beholder, something is only worth as much as someone will pay for it. Afrezza has no inherent value. If no one wants it, it will be worthless.
It's fine if people choose to bury their heads in the sand. In all honesty, that's mostly what I'm doing. I invest in my Roth the same way I gamble. I have another 401k that I use for the long-term, consistent stuff. I look to make big profits, but as soon as I invest, I count that money as though I've already lost it. That way, if I do make any money on it, I'll be better off.
My hope isn't that people continue to take sides and fight amongst each other. I'm just as guilty to adding to pointless conversation. I wish I didn't have to be on my computer so much so I wouldn't be tempted to add my piece every time ha.
Anyway, best of luck to all longs. In whatever flavor you are. Let us not forget that we are all in this together and we're all on the same side.
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Post by dreamboatcruise on Dec 9, 2015 12:27:57 GMT -5
jeremg... I guess I'm not quite viewing the situation as that dire. I think they have some runway... and I think it would be longer if they started truly doing investor relations. No, not for me... I'm not that deluded. Right now, I think the view on the street is that it would be impossible for them to do a successful offering. Call me an optimist but I think the company still has time to rebuild confidence over the next quarter in time to raise more money. (wow, I said something really optimistic, and yet I suspect I've already been blocked by everyone that would agree with it).
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