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Post by mnholdem on Dec 22, 2015 12:53:29 GMT -5
Wow, what are the conditions for you to turn bearish?! What's got me concerned is that we had information suggesting that many of the items in lakers post might have been resolved before Christmas. Now it seems that nothing will be settled for months to come. Are you satisfied with the credibility of your source(s) of information? Even when Hakan told us we'd hear something before EOY and then he corrected himself to say end of the next quarter, he was still only promising to have some more information on potential partner(s). Hakan said NOTHING substantial. Basically, he only promised an update.
I have yet to see any credible information where we investors can write down a date on a calendar.
We know from their press release that MannKind Corporation has begun a CEO search. Matt Pfeffer's email (whether you consider it factual or not) only suggests that he is crossing his fingers that we'll have news soon. Whether your interpretation of "soon" is two weeks or two months, Matt hasn't reveal anything that anyone can specifically pin down to a date.
The same thing applies to all five points that lakers listed. The IR department can and does share information that has been previously disclosed, but until lakers discloses where his information is coming from, which s/he seldom does, I think it cannot be considered 100% reliable, even if it seems to carry more credibility than other sources.
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Post by kbrion77 on Dec 22, 2015 12:56:41 GMT -5
me I hold conflicting views that make me bearish because there's too little evidence to substantiate my bullish analysis. My bullish attitude is now based on trust rather than evidence. What's most annoying is the persistent delays by MNKD in finding a way to become more transparent, or for them to even explain why they aren't or can't be transparent. I'm still trying to puzzle out why MNKD says they will likely become more transparent with a new CEO, but couldn't be more transparent with the current and prior ones. Anyone got an idea on that angle? I'm sorry Bill but I'm not sure if investing in Biotech fits what you're looking for? Yes the company at times is frustrating with lack of communication but the world of small Biotech investing is nothing short of a roller coaster ride. Until MNKD gains solid footing and revenue generating from numerous licensing partnerships or bought out (which I'm hoping it doesn't) it will probably continue to be a roller coaster ride. Blue Chips are essentially what you see is what you get, small biotech you either hit a home run or you strike out. |
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Post by jefferson on Dec 22, 2015 13:05:33 GMT -5
What's got me concerned is that we had information suggesting that many of the items in lakers post might have been resolved before Christmas. Now it seems that nothing will be settled for months to come. Are you satisfied with the credibility of your source(s) of information? Even when Hakan told us we'd hear something before EOY and then he corrected himself to say end of the next quarter, he was still only promising to have some more information on potential partner(s). Hakan said NOTHING substantial. Basically, he only promised an update.
I have yet to see any credible information where we investors can write down a date on a calendar.
We know from their press release that MannKind Corporation has begun a CEO search. Matt Pfeffer's email (whether you consider it factual or not) only suggests that he is crossing his fingers that we'll have news soon. Whether your interpretation of "soon" is two weeks or two months, Matt hasn't reveal anything that anyone can specifically pin down to a date.
The same thing applies to all five points that lakers listed. The IR department can and does share information that has been previously disclosed, but until lakers discloses where his information is coming from, which s/he seldom does, I think it cannot be considered 100% reliable, even if it seems to carry more credibility than other sources.
the great thing about lakers is, h/she comes in with very detailed info. doesn't speculate on the breakfast cereal that SFY CEO had for breakfast and what it could mean for pps. If you are a newbie, and the only thing you have to offer this board is three sentences about how bad your investment is, do us all a favor, and head back home to YMB. |
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Post by Deleted on Dec 23, 2015 17:42:03 GMT -5
for once, MNKD is ahead of schedule on announcing the CEO... This should be the new norm going forward.. ( I didnt say hopefully..)
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Post by mike0475 on Dec 24, 2015 9:24:06 GMT -5
The new CEO news is very close. $1.50 stock option and/or RSU is very attractive to him, good upside potential. The company normally lets the new CEO announce
Lakers, did you know potential to announce was even prior to 1q 16? Interesting on your calls, I don't care to now how/why.
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Post by kball on Dec 24, 2015 10:54:20 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it. 2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo).
4. New CEO most likely TBA 1Q16.5. PAH: Working on selecting an optimal, commercially viable API Giving credit here to lakers--though announced 12/23, to take effect 1/5. Now awaiting any news on the other 4. (in this order 1,3,2,5) |
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Post by gamblerjag on Dec 24, 2015 12:07:10 GMT -5
yeah Lakers is like 5/5 since Late October... I think Lakers stands for "Little Al Knows Everything Regarding Speculation" |
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Post by mindovermatter on Dec 24, 2015 12:20:08 GMT -5
1. Sanofi partnership remains STRONG, going full tilt in 1Q16. I unequivocally believe the death of the partnership has been greatly exaggerated. You can stop doubting it now. For non-believers, you can write off for tax now if it makes you sleep better. But if you are still in, absolutely don't lose sleep over it. 2. Pain mgmt partnership being guided actively by CMO 3. Questions on cash on balance sheet will be addressed in 4Q15 Feb ER CC(had a typo).
4. New CEO most likely TBA 1Q16.5. PAH: Working on selecting an optimal, commercially viable API Giving credit here to lakers--though announced 12/23, to take effect 1/5. Now awaiting any news on the other 4. (in this order 1,3,2,5) Well, I wouldn't. He was wrong on the timing. CEO was named in 4thQ of 2015. |
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Post by lakers on Dec 24, 2015 13:28:42 GMT -5
Lakers, did you know potential to announce was even prior to 1q 16? Interesting on your calls, I don't care to now how/why.
Yes. Had the co not announced before 12/24, it will not have announced on 12/28-12/31 but 1/4/16. The holiday heavy window necessitates mgmt to either announce on 12/23 or 1/4/16 before DeSisto joins 1/5. That's why I later said the news was very close, imminent. Glad you saw that, very perceptive ! Water under bridge, What's next is more interesting. |
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Post by cretin11 on Dec 24, 2015 13:31:46 GMT -5
Interesting good?
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Post by lakers on Dec 24, 2015 15:00:16 GMT -5
DeSisto wouldn't come out of retirement to join if he didn't think there is a tremendous upside potential. Under his stewardship, PODD appreciated significantly during 2003 to 2014. IMHO, we bottomed out at $1.5. The new CEO starts a new dawn of prosperity. What better way than starting him at rock bottom, there is nowhere to go but up. The co positions him at an optimal time to ensure his eventual success. Can you guess what comes next? |
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Post by mike0475 on Dec 24, 2015 15:09:16 GMT -5
Real news on next 2 in the pipeline or EU approval?
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Post by mindovermatter on Dec 24, 2015 15:15:49 GMT -5
DeSisto wouldn't come out of retirement to join if he didn't think there is a tremendous upside potential. Under his stewardship, PODD appreciated significantly during 2003 to 2014. IMHO, we bottomed out at $1.5. The new CEO starts a new dawn of prosperity. What better way than starting him at rock bottom, there is nowhere to go but up. The co positions him at an optimal time to ensure his eventual success. Can you guess what comes next? David Kliff doesn't have kind words for DeSisto. www.forbes.com/sites/greatspeculations/2015/12/24/mannkind-gets-ol-lump-of-coal-for-new-ceo-at-critical-time/2/ |
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Post by lakers on Dec 24, 2015 15:27:58 GMT -5
Real news on next 2 in the pipeline or EU approval? Sanofi hasn't filed EMA, ME MAA's yet. But that may change next year. Sanofi is obligated to inform Mnkd immediately after they file. I agree that superiority clinical study duration is about 7 mos after recruiting ends, long enough to measure A1C at least once or twice, hypo events, weight loss, cardio events, lung capacity at least once after 6 mos, time in range, 46 participants. The big Q is will Sanofi wait till the superiority trial finishes to file MAA or file it first, then apply for label change just before final approval b/c the longest pole will be 210 days max coinciding w/ 7-mo superiority trial. Regardless, all analysts covering Mnkd agreed that MAA would be a catalyst for pps. Next partnership will be pain, migraine mgmt, ready for human clinical trials. |
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Post by Deleted on Dec 24, 2015 15:33:45 GMT -5
DeSisto wouldn't come out of retirement to join if he didn't think there is a tremendous upside potential. Under his stewardship, PODD appreciated significantly during 2003 to 2014. IMHO, we bottomed out at $1.5. The new CEO starts a new dawn of prosperity. What better way than starting him at rock bottom, there is nowhere to go but up. The co positions him at an optimal time to ensure his eventual success. Can you guess what comes next? David Kliff doesn't have kind words for DeSisto. www.forbes.com/sites/greatspeculations/2015/12/24/mannkind-gets-ol-lump-of-coal-for-new-ceo-at-critical-time/2/Mr. Kliff doesn't have much positive to say in general about most companies which speaks volumes. Go to his website, diabetic investor.com and click on any month where he gives a 2-3 sentence teaser about what is in his writings. A vast majority of the time, they start out negative. In addition, see if you can find one of his research reports and take a good look and see how it compares to other research publications for equity analysis and draw your own conclusions. |
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