George Rho Article about resetting expectations

[Deleted]

Has anyone read this on seeking alpha? You need to pay for the site which I will never do. I am curious how much his outlook changed

[oversouled]

I was wondering the same thing. What's George's latest take? Sabotage by Sanofi IMO.

Who would pay for access to the hit pieces and superficial analyses on SA? Not I.

[mindovermatter]

It should become available for anyone to read soon. I believe SA keeps it private for a week for paying members.

[BlueCat]

Ok. Good to know the access prob wasn't just me. Used to be you'd just have to sign into SA for the George articles ....

[Deleted]

Dec 15, 2015 13:53:10 GMT -5 thekindaguyiyam said:

Stock Has Been Made Cheap By Exaggerated Patent-Related Concerns
Dec. 15, 2015 11:37 AM ET 
Disclosure: I am/we are long 
By George Rho

i want some of what you are having

[thekindaguyiyam]

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

[robsacher]

Dec 15, 2015 12:59:17 GMT -5 oversouled said:

I was wondering the same thing. What's George's latest take? Sabotage by Sanofi IMO.

Who would pay for access to the hit pieces and superficial analyses on SA? Not I.

Hey! I take exception and umbrage to your statement…  

Google "Robert Sacher Seeking Alpha" and you'll find a number of worthy articles I wrote for SA about MannKind.  

[Deleted]

Dec 15, 2015 15:12:37 GMT -5 thekindaguyiyam said:

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

Request was for George Rho article about resetting expectations

so 


seekingalpha.com/article/3756506-resetting-expectations-for-mannkind-corporation

you must have forgotten to take the second half lol..

[derek2]

Dec 15, 2015 15:12:37 GMT -5 thekindaguyiyam said:

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

There's an article released under SA Pro that is not visible to the public yet. You can see reference to it on George Rho's profile page at:

seekingalpha.com/author/george-rho/comments


Actually we can get a hint of the content from George's reply to a comment on the article:


George's comment:

"1) There's still $131 million left in the credit facility, enough to absorb another eight quarters worth of losses, based money lost in the first three quarters. So, why a need to increase the credit line?



2) As for "aggressively obtain tier 2 placement," who knows how aggressively SNY has been pursuing this? Also, does it really matter how aggressive they are when their hand is so weak?



3) What's the point of marketing it aggressively when insurance coverage just isn't there? How many diabetics are going to shell out $300-plus per month?



4) Have given no thought to a buyout by SNY."

It would appear to me that George is no longer cheerleader #1, but the tone could be because of the tone of the unseen comment that he's responding to.



I would say, though, that if George Rho turns bearish, it'll be a clear sign of capitulation, and would be a signal to look at the stock as a possible contrarian trade, having been oversold.

[thekindaguyiyam]

yeah.  I'm a little distracted.  900 schools were closed today in LA as a result of a terrorist threat.  there is a lot going on; with most of it being on the negative side unfortunately.

[Deleted]

Dec 15, 2015 15:12:37 GMT -5 thekindaguyiyam said:

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

was too lazy to delete the text in your post when quoting you.. But did it now to improve readability of the thread

[Deleted]

Dec 15, 2015 15:12:37 GMT -5 thekindaguyiyam said:

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

Maybe we need to get you on what we are having since whatever you are taking isnt working.....lol

[thekindaguyiyam]

Who's # 1 Derek?  "cheerleading".  Hate that word.

[robsacher]

Dec 15, 2015 15:23:54 GMT -5 derek2 said:

Dec 15, 2015 15:12:37 GMT -5 thekindaguyiyam said:

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

There's an article released under SA Pro that is not visible to the public yet. You can see reference to it on George Rho's profile page at:

seekingalpha.com/author/george-rho/comments


Actually we can get a hint of the content from George's reply to a comment on the article:


George's comment:

"1) There's still $131 million left in the credit facility, enough to absorb another eight quarters worth of losses, based money lost in the first three quarters. So, why a need to increase the credit line?



2) As for "aggressively obtain tier 2 placement," who knows how aggressively SNY has been pursuing this? Also, does it really matter how aggressive they are when their hand is so weak?



3) What's the point of marketing it aggressively when insurance coverage just isn't there? How many diabetics are going to shell out $300-plus per month?



4) Have given no thought to a buyout by SNY."

It would appear to me that George is no longer cheerleader #1, but the tone could be because of the tone of the unseen comment that he's responding to.



I would say, though, that if George Rho turns bearish, it'll be a clear sign of capitulation, and would be a signal to look at the stock as a possible contrarian trade, having been oversold.

I do not see this comment as George being bearish. Not at all. He is saying that MannKind have more than enough money in hand, that Sanofi need time to do their job in securing preferred insurance status for Afrezza and that massive advertising now is unwise. I completely agree and I am adding shares.

[thekindaguyiyam]

Dec 15, 2015 15:36:38 GMT -5 @reverselo said:

Dec 15, 2015 15:12:37 GMT -5 thekindaguyiyam said:

"i want some of what you are having"

The request was for George Rho Dec article. As you can see it isn't about Afrezza. The original poster was misinformed.  Why you would repost the whole article is something I don't understand.  Maybe I can have some of what you are having?

Maybe we need to get you on what we are having since whatever you are taking isnt working.....lol

Who's "we"?   If you've got something that works I'd be willing to consider... that's why I invested in MNKD because Afrezza works.