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Post by mnkdmorelong on Dec 26, 2015 19:57:59 GMT -5
Nobody anticipated the glacial roll-out of Afrezza. Longs are being eroded by ATM stock selling. The good news is that Al Mann is a major shareholder so BK will be avoided at all cost. I see MNKD needing 2 more years of cash to get to a cash flow positive situation. We can look to Al as the source or facilitator of this funding.
The bad: The dismal start of Afrezza has scared off other uses for Technosphere. If anything, it can be said that an inhaled drug vs. the equivalent injectable version is a dicy proposition. Nobody wants a spirometry test on the label. You can infer from Hakam's comments at the last ER that MNKD is not far along with other applications.
The ugly: SNY is the wild card and can fold their tent very soon. If they do, we enter the end game for MNKD does not have the distributional strength to serve the market. I think this will not happen. Duane Desisto, the new MNKD CEO was vetted by SNY. If SNY was going to pull the plug, it would have not wasted MNKD's time by installing a new CEO.
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Post by nylefty on Dec 26, 2015 20:05:13 GMT -5
Duane Desisto, the new MNKD CEO was vetted by SNY. If SNY was going to pull the plug, it would have not wasted MNKD's time by installing a new CEO. How do you know this? There's been speculation, but I've yet to see any evidence. By the way, I notice that this is your very first post on this board. |
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Post by suebeeee1 on Dec 26, 2015 20:32:41 GMT -5
Nobody anticipated the glacial roll-out of Afrezza. Longs are being eroded by ATM stock selling. The good news is that Al Mann is a major shareholder so BK will be avoided at all cost. I see MNKD needing 2 more years of cash to get to a cash flow positive situation. We can look to Al as the source or facilitator of this funding. The bad: The dismal start of Afrezza has scared off other uses for Technosphere. If anything, it can be said that an inhaled drug vs. the equivalent injectable version is a dicy proposition. Nobody wants a spirometry test on the label. You can infer from Hakam's comments at the last ER that MNKD is not far along with other applications. The ugly: SNY is the wild card and can fold their tent very soon. If they do, we enter the end game for MNKD does not have the distributional strength to serve the market. I think this will not happen. Duane Desisto, the new MNKD CEO was vetted by SNY. If SNY was going to pull the plug, it would have not wasted MNKD's time by installing a new CEO. I must wonder which FUD spreading short you were before re-registering again 42 minutes ago? Isn't it strange how masquerading shorts first post is "FEAR, UNCERTAINTY and DESPAIR"? General, all around investors who have their own doubts generally wait and watch and listen a while before spreading stuff like this. As far as inferring "from Hadam's comments at the last ER that MNKD is not far along with other applications", he said precisely the opposite. He told investors to expect a technosphere deal by the end of the year or at the latest in the 1st quarter. Lies, lies, lies. All to spread FUD Now that shorts are admitting there is enough money to get through 2016, it is apparent from the above that the new strategy is stress that MNKD does not have enough money to get through 2017! Clearly Al Mann will have to pump up the company! NOT! Afrezza works really well. Does that frighten them? Sure does. Time for us to pour it on. |
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Post by Deleted on Dec 26, 2015 20:37:31 GMT -5
Nobody anticipated the glacial roll-out of Afrezza. Longs are being eroded by ATM stock selling. The good news is that Al Mann is a major shareholder so BK will be avoided at all cost. I see MNKD needing 2 more years of cash to get to a cash flow positive situation. We can look to Al as the source or facilitator of this funding. The bad: The dismal start of Afrezza has scared off other uses for Technosphere. If anything, it can be said that an inhaled drug vs. the equivalent injectable version is a dicy proposition. Nobody wants a spirometry test on the label. You can infer from Hakam's comments at the last ER that MNKD is not far along with other applications. The ugly: SNY is the wild card and can fold their tent very soon. If they do, we enter the end game for MNKD does not have the distributional strength to serve the market. I think this will not happen. Duane Desisto, the new MNKD CEO was vetted by SNY. If SNY was going to pull the plug, it would have not wasted MNKD's time by installing a new CEO. I must wonder which FUD spreading short you were before re-registering again 42 minutes ago? Isn't it strange how masquerading shorts first post is "FEAR, UNCERTAINTY and DESPAIR"? General, all around investors who have their own doubts generally wait and watch and listen a while before spreading stuff like this. As far as inferring "from Hadam's comments at the last ER that MNKD is not far along with other applications", he said precisely the opposite. He told investors to expect a technosphere deal by the end of the year or at the latest in the 1st quarter. Lies, lies, lies. All to spread FUD Now that shorts are admitting there is enough money to get through 2016, it is apparent from the above that the new strategy is stress that MNKD does not have enough money to get through 2017! Clearly Al Mann will have to pump up the company! NOT! Afrezza works really well. Does that frighten them? Sure does. Time for us to pour it on. lol.. str8 up .. take it |
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Post by mnkdmorelong on Dec 26, 2015 21:22:46 GMT -5
First off, not all new posters are short. This proBoard is supposed to be a step up from YMB. I see the same protective trolls seeking to thrash a new poster.
It is late in December. If SNY was going to pull the plug, the decision would have been made already. Given that SNY is MNKD's largest customer, the name of Desisto would have been floated through MNKD-SNY channels to ferret out objections. Given that nothing bad happened, I think the SNY deal stays intact.
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Post by nylefty on Dec 26, 2015 21:32:45 GMT -5
First off, not all new posters are short. That's true, but some new posters are soft bashers, for whatever reason. |
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Post by suebeeee1 on Dec 26, 2015 22:52:51 GMT -5
First off, not all new posters are short. That's true, but some new posters are soft bashers, for whatever reason. And fewer genuine new posters still use their first post in an attempt to create uncertainty. Why can't the bashers at least say "hello" first or engage in an innocuous post or two before bashing? |
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Post by mnkdmorelong on Dec 26, 2015 23:58:43 GMT -5
It should be obvious that MNKD is in a tenuous situation. Sales have gone nowhere; cash is running out; senior management changes. Any discourse concerning these negatives is considered bashing. Seemingly all that is wanted on this Board is mindless cheerleading. This will not do anything for MNKD stock.
Follow the money. If Technosphere is used on another API, we are looking at another P3 study meaning years of cash burn. Money is needed to keep the current capital structure alive until Afrezza contributes cash. Can anyone on this Board describe how this will happen? This is the crux of the problem.
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Post by nylefty on Dec 27, 2015 0:18:11 GMT -5
It should be obvious that MNKD is in a tenuous situation. Sales have gone nowhere; cash is running out; senior management changes. Cash is NOT "running out," the management changes are good news, and sales are picking up. You're just spreading unsubstantiated FUD. |
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Post by liane on Dec 27, 2015 5:53:51 GMT -5
I must wonder which FUD spreading short you were before re-registering again 42 minutes ago? Isn't it strange how masquerading shorts first post is "FEAR, UNCERTAINTY and DESPAIR"? General, all around investors who have their own doubts generally wait and watch and listen a while before spreading stuff like this. As far as inferring "from Hadam's comments at the last ER that MNKD is not far along with other applications", he said precisely the opposite. He told investors to expect a technosphere deal by the end of the year or at the latest in the 1st quarter. Lies, lies, lies. All to spread FUD Now that shorts are admitting there is enough money to get through 2016, it is apparent from the above that the new strategy is stress that MNKD does not have enough money to get through 2017! Clearly Al Mann will have to pump up the company! NOT! Afrezza works really well. Does that frighten them? Sure does. Time for us to pour it on. suebeeee is exactly right. We encourage all viewpoints here, but you must have respect for both sides. Every word of mnkdmorelong's post (even the "Good") is shaded to the negative specifically trying to instill FUD, not encourage a legitimate discussion of any downside. So mnkdmorelong - you have been warned! |
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Post by liane on Dec 27, 2015 6:03:39 GMT -5
It should be obvious that MNKD is in a tenuous situation. Sales have gone nowhere; cash is running out; senior management changes. Any discourse concerning these negatives is considered bashing. Seemingly all that is wanted on this Board is mindless cheerleading. This will not do anything for MNKD stock. Follow the money. If Technosphere is used on another API, we are looking at another P3 study meaning years of cash burn. Money is needed to keep the current capital structure alive until Afrezza contributes cash. Can anyone on this Board describe how this will happen? This is the crux of the problem. Again, you are coloring every statement to create FUD. Sales have increased - albeit slowly. Cash situation is not totally known, but is not about to run out. Senior management changes - can be good or bad - but certainly cannot be known without giving the new guy a chance. As for a new API application of Technosphere, MNKD should not have to put up a dime toward new studies - just license the platform to a potential applicant and let them foot the bill for the studies. This would bring some immediate cash to MNKD, not the other way around. I suggest you learn a bit of the etiquette on this board and quit making comments such "mindless cheerleading" or your time here will be brief. |
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Post by LongMNKD on Dec 27, 2015 6:46:09 GMT -5
Nobody anticipated the glacial roll-out of Afrezza. Longs are being eroded by ATM stock selling. The good news is that Al Mann is a major shareholder so BK will be avoided at all cost. I see MNKD needing 2 more years of cash to get to a cash flow positive situation. We can look to Al as the source or facilitator of this funding. The Creator will save us from bankruptcy... Hope something happens soon! |
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Post by hankscorpio7 on Dec 27, 2015 8:01:35 GMT -5
Wow, welcome to the board mnkdmorelong! Does suebeee have proof they re-registered? Or is that accepted proboard behavior to welcome new posters accusing them of being false- in the second response? Apparently from liane's response, that is the norm now. If there is a rule you have to introduce yourself and post happy thoughts in your first post- put it in bold on the main page.
The non-cheerleaders are on vacation I guess. I thought your first post actually leaned to the positive mnkdmorelong. Your points about cash and TS are widely accepted. Only ardent pumpers would argue against. You seem to have confidence in the new CEO being a catalyst for the share price- good luck to ya. My interpretation of your post was you wanted some discussion on that point. I don't see it as positive. If he had left his former role for this one- very strong move. Some would also question the timing of it. Was it rushed before holidays to warn SNY or just because they wanted to get it out before vacation? Speculation and gambling- name of game for next months. Maybe you have a read on it and putting money where mouth is- if SNY is behind him, no way MNKD is only $1.50.
Again, welcome to the board.
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Post by mnkdmorelong on Dec 27, 2015 8:13:14 GMT -5
Perhaps mindless cheerleading is too extreme; maybe “group think” is more appropriate.
I sense that this ProBoards has a hidden agenda cloaked in the acronym “FUD.” It’s almost like an ostrich with its head in the sand. You don’t want to hear anything negative, as it will amplify the fear already in your mind. Is this your role as admin? Is it to protect the children from hearing naughty words?
My “good” comment is actually very good. It’s like having a put against your MNKD holdings. Companies similarly situated, as MNKD would have thrown in the towel just to reduce the interest expense so they can press on. We can thank the presence of Al Mann for many things; but just being the largest shareholder affords us some protection as shareholders.
A significant portion of my trading strategy is inferences drawn from what does or does not happen. It has been over a year since FDA approval for Afrezza. Not one API has been ported over to Technosphere since then. It may happen soon but the large delay tells me that demand is not great. I agree that MNKD will receive a technology fee but it will not put a dent into the cash flow.
I suggest that this Board is for the free flow of opinions, positive or negative that may be of interest to others. Personal attacks such as seen on YMB are out. The reader can filter out unsupported negative opinions. If you censure those with differing opinions, then you should rename this board “The feel good MNKD Board.”
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Post by mnkdmorelong on Dec 27, 2015 8:28:18 GMT -5
MNKD's stock price is telling us that unless something happens, we are on the runway to running out of cash. I think that Desisto is an unknown notwithstanding his diabetes experience. He will have to be a better salesperson than Hakan.
What will make a difference for MNKD and its investors is if the shorts go away. If they cover, the price goes up making a secondary palatable, not suicidal as it is now. I don't know how this will happen. I think Afrezza is now tier 3 and the other prandials tier 2 (insurance wise). If SNY's insulin gets approved the cost structure will change. Perhaps then we can negotiate with insurance companies to gain tier 2. This may put fear in the minds of the shorts.
Otherwise, I am like all other under water longs. Just waiting for something to happen and slipping deeper under the waves every day.
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