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Post by mssciguy on Dec 23, 2015 20:42:52 GMT -5
Holding any warrants, kball ? I have a very simple solution for anyone holding the February warrants.... I've got a ton of those MNKDW warrants for which I paid an average of 50 cents. I've had them for over two years and always intended to convert. As fate would have it, I'm doing even better than the $2.40 exercise price, in that I'm buying the shares for $1.50, give or take a few pennies. If the price goes above $2.40, great, I'll convert the warrants and increase my position even more. It's all good. I seriously doubt the new CEO would come out of retirement if Sanofi were walking, TI didn't have good prospects, and the company were in serious financial jeopardy. If you were 63 and had all the money you could possibly need, would you join a sinking ship??? Not bloody likely. I love your optimism but don't see any solution. What am I missing greg ? It's obvious that the value drop of the warrants (all short term -- the common price is an illusion over the short term, for sure!) -- but come Feb, the alternative is that they're worthless. That's reality. I would have been much better off with common stock. Give me something non-obvious. Like, "should I watch MNKDW in the morning to see what the market REALLY thinks?"  |
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Post by Actual Investor on Dec 23, 2015 20:43:28 GMT -5
Happy Birthday, nylefty! That's why there is sanity on this forum. It isn't all children like YMB.  |
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Post by kball on Dec 23, 2015 20:47:30 GMT -5
Holding any warrants, kball ? I have a very simple solution for anyone holding the February warrants.... I've got a ton of those MNKDW warrants for which I paid an average of 50 cents. I've had them for over two years and always intended to convert. As fate would have it, I'm doing even better than the $2.40 exercise price, in that I'm buying the shares for $1.50, give or take a few pennies. If the price goes above $2.40, great, I'll convert the warrants and increase my position even more. It's all good. I seriously doubt the new CEO would come out of retirement if Sanofi were walking, TI didn't have good prospects, and the company were in serious financial jeopardy. If you were 63 and had all the money you could possibly need, would you join a sinking ship??? Not bloody likely. Nope. Just shares. And hoping you're right. But he is coming to an embattled company where all of these are still a concern until they're not. At least now we have a CEO that seems like a very good choice no matter what may come |
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Post by mssciguy on Dec 23, 2015 20:52:39 GMT -5
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Post by rch51 on Dec 23, 2015 20:56:13 GMT -5
Clearly Mr. DeSisto isn't about the salary. This is a good thing! What this tells me is that he's much more interested in the upside of a potential blockbuster company.He wouldnt take the position if he thought it wasn't possible to realize his dreams - and again I say it - his dreams have nothing to do with a salary, he just doesn't need it. All good!!!
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Post by mssciguy on Dec 23, 2015 20:58:44 GMT -5
Clearly Mr. DeSisto isn't about the salary. This is a good thing! What this tells me is that he's much more interested in the upside of a potential blockbuster company.He wouldnt take the position if he thought it wasn't possible to realize his dreams - and again I say it - his dreams have nothing to do with a salary, he just doesn't need it. All good!!! A lot like Al, huh? Yeah he's the real deal |
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Post by luckylarry on Dec 23, 2015 21:02:37 GMT -5
I was hoping for a Mercedes and we got a DiSoto! Sorry couldn't resist.  ? |
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Post by nylefty on Dec 23, 2015 21:22:58 GMT -5
Happy Birthday, nylefty! That's why there is sanity on this forum. It isn't all children like YMB. Thanks, Actual. I occasionally visit YMB, but the kids there bring out my "get off my lawn!" side. |
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Post by falconquest on Dec 23, 2015 22:33:04 GMT -5
He came out of retirement to take the position. That face.............looks familiar.....like I've seen it before. Hmmm, maybe while traveling.........on a plane perhaps ! |
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Post by brentie on Dec 23, 2015 23:34:51 GMT -5
C'mon, guys, it's December 23, can this guy be anyone other than "the Savior?" Lynn, what's this about your friend is 74 and you're "31" years younger? I didn't know you had dyscalculia (dyslexic with numbers)? Just kidding, Lynn!
Would love to hear some past speech Duane gave, someone has made an allusion to 2014 for Insulet, any links? I looked on Youtube and found nothing. This is somewhat exciting - maybe not compared to some posters' fantasies, but this is exciting in the real world. It's not a speech,baba, but here's a transcript from his last earnings call.... seekingalpha.com/article/2399195-insulets-podd-ceo-duane-desisto-on-q2-2014-results-earnings-call-transcript?find=horses&all=false |
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Post by mssciguy on Dec 23, 2015 23:50:28 GMT -5
C'mon, guys, it's December 23, can this guy be anyone other than "the Savior?" Lynn, what's this about your friend is 74 and you're "31" years younger? I didn't know you had dyscalculia (dyslexic with numbers)? Just kidding, Lynn!
Would love to hear some past speech Duane gave, someone has made an allusion to 2014 for Insulet, any links? I looked on Youtube and found nothing. This is somewhat exciting - maybe not compared to some posters' fantasies, but this is exciting in the real world. It's not a speech,baba, but here's a transcript from his last earnings call.... seekingalpha.com/article/2399195-insulets-podd-ceo-duane-desisto-on-q2-2014-results-earnings-call-transcript?find=horses&all=false"the answer is simple, better glucose control without sacrificing freedom, ensuring the way we can meet the service needs of both our customers and our prescribing healthcare professionals is critical to our long-term growth. As soon as completing the process to transition our patient base in the new OmniPod last fall, we have worked tirelessly to rebuild confidence in our customer service functions, they came under pressure from the demand at the launch. I’m incredibly pleased to note that we have returned our satisfaction levels to those who see increased transition. Today, over 95% of our patients will refer the OmniPod to a friend and 9 out of 10 patients consider themselves satisfied, very satisfied with ______ as a whole. To ensure we are meeting the increased demands for larger prescriber base, we embarked earlier this year to expand the commercial field sales team ..." fill in the blank  Maybe he'll straddle b/w Sanofi and Mannkind? |
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Post by mnkdwin on Dec 24, 2015 0:02:22 GMT -5
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Post by tommix321 on Dec 24, 2015 0:17:23 GMT -5
C'mon, guys, it's December 23, can this guy be anyone other than "the Savior?" Lynn, what's this about your friend is 74 and you're "31" years younger? I didn't know you had dyscalculia (dyslexic with numbers)? Just kidding, Lynn!
Would love to hear some past speech Duane gave, someone has made an allusion to 2014 for Insulet, any links? I looked on Youtube and found nothing. This is somewhat exciting - maybe not compared to some posters' fantasies, but this is exciting in the real world. It's not a speech,baba, but here's a transcript from his last earnings call.... seekingalpha.com/article/2399195-insulets-podd-ceo-duane-desisto-on-q2-2014-results-earnings-call-transcript?find=horses&all=falseHe sounds like a clone of Matt Pfeffer: "Danielle J. Antalffy - Leerink Partners LLC. Just was a follow-up on the payor issue, number one what gives you guys confidence that you will resolve this issue and then a follow-up to that, what the risk of the business. There is other payors follow suite or do you think that we have possibility? Duane M. DeSisto - President and Chief Executive Officer It’s a great question, Daniel. So a) we are confident because as soon as – the thing that makes us a little different – just certainly when I'm called clear is all these projects, all these payor contracts come up for renewal. So, this is an ongoing issue we’ll make this a little different. It was and we are in the middle of negotiating with the distributor and the payor, all three of us together here. So I don’t want to go too far obviously because we’re working our way through it. But this was a little bit of a knee-jerk reaction what the payors are going through some of the various codes in categories and so they just shut them all down which that the equipment people at risk, it’s the big deal. So as soon as we are made aware of it, we got involved, we got the reorder business turn back on. The payor has already offered up a potential solution in terms of how to handle this on a go forward basis. We are not exactly thrilled with it – once again I don’t want to throw the details on what the solution is. Sufficed to say it makes the process more complicated, it’s not a price of action at the moment, it’s none of that, just makes the price more complicated. But it does appear that things were going through the category most notably the stuff that will kind of affect the type 2 patients that they were not happy about. And so as we saw they dug in their first solutions at the door. So, having said that, could it happen again? Yeah. This is a little bit of a really harsh reaction. Obviously there is – there is not a year that it goes by, we are not – so this was a little bit unusual, took us by surprise because we really want to first contacted. We kind of noticed distributors business being an impact that we start to point them on to it. They started thinking as, so it took us a little while to get to the bottom of what was happening. But our customers gave us the heads up when we started driving that process. So, a little bit up in the one, and I will gets that – what is clear is insulin pumping that affair kind of anything else that’s out there for Type 1 diabetes patients, and this continues to be more studies proving that. So, I don’t think that’s going to be a long-term issue, but suffice to say, this is what it is, we don’t have a resolve today, that’s why we are temporally, we have guidance on the back half until we get it resolved. Hopefully, we will get on the call the next quarter, if we got it all resolve, we can give you a little clearer view of it. But, it is resolvable, it’s just legacy that were in the middle of it side, I don’t want to get too far in detail with as the terms of what’s going on." Seriously? Is there a special class in business school that teaches how to say say absolutely nothing in the most convoluted, confusing manner possible? |
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Post by sweedee79 on Dec 24, 2015 0:35:13 GMT -5
He is NOT OLD.. 63 is not old... and from what Ive heard in other posts he seems just the right pick for the job. I feel good about this ...
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Post by suebeeee1 on Dec 24, 2015 1:17:58 GMT -5
Now lets see if lakers got it right that once the new CEO is announced, we will finally get some nuggets announced Not sure whether to be worried about timing of this news, or relieved. Damn this stock! Holding any warrants, kball ? It's been extremely painful holding those ... It can't get any worse but it can get a lot better, fast! Happy holidays |
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Maybe he'll straddle b/w Sanofi and Mannkind?
