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Post by BlueCat on Jan 7, 2016 11:55:21 GMT -5
Ok.
Working through your shock or stock PTSD? Your seven stages of loss? I think both the Rant and "No Whining" threads all have value. Why?
Because in order to make a logical decision as a shareholder on what you will do next, gotta determine what you actually think has happened, and do your best DD to decide based on that what you think will happen next with this company. So you can decide what you will do next!
The rants and Foil Hat theories take you down one path, "No Whining" is meant to take you down the other path of possibilities. Both are needed if you use logic in your process.
NOW. Finished? Whatcha gonna do with it?
Here are some possibilities (and not in any recommended order):
0. Sell Low. Bought high? Eat life-changing loss to avoid risk of losing all. Sorry, missed 2015 tax write off. Bullish on 2016? But seriously? Check on that limbic brain activity before pushing buttons ....
1. Sell low. Bought somewhere else? See #2 or eat loss, but now tax write off for 2016 (yep, still missed that window ....) Gotta plan on good gains to make it worth it. Timing to January notice in contract had a benefit for MNKD (NOT stockholders) on this point ....
2. Mitigate or find another way to hedge. Convert to another instrument (IRA, etc)
3. Average down more. Be bullish til end - buy more now while you still can! See also #0 - check emotions before pushing buttons!
4. Do nothing- Hold strategically/thoughtfully through it and wait or hope for turnaround
5. Do nothing - Go into denial. (Net=HOLD) Stop reading boards - and pretend its a bad dream until midyear. (OK. NOT recommended unless you are actually doing #4 and this is just a coping strategy to support your decision)
6. Get involved in lawsuit - against MNKD? Would that help anything from a company about to run out of money?
7. Get involved in lawsuit - against SNY? Don't think that's possible - but could lobby MNKD (see also #5) to do it. But "Matt" newbie here posted contract terms suggesting this may not be possible for MNKD. Only a real lawyer would know. My guess is law suit is always possible in US...
8. Go activist and try to help company. Take Holdem's route and send a resume. Or Kastanes looking to become a sales rep. Or Sam's and the other recommendation to start a lobby to keep the drug on the market for diabetics (simultaneously resulting in free advertisement.)
Whine, don't whine - do it all with abandon until your brain is clear to make the right choice for you.
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Post by saxcmann on Jan 7, 2016 13:01:44 GMT -5
I did #3 and will join #7 if it happens.
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Post by doublebogey on Jan 7, 2016 13:10:20 GMT -5
Just did #3
Then #4 until Jan 13th conference.
Then do #3 again.
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Post by BlueCat on Jan 9, 2016 15:48:16 GMT -5
I've been consistently a #4. If I wasn't so hit by the loss, I would be doing a #8, too.
Some days, #5 is necessary to be able to do the #4 special .... |
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ray
Newbie
Posts: 4 
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Post by ray on Jan 9, 2016 17:28:21 GMT -5
Ok.
Working through your shock or stock PTSD? Your seven stages of loss? I think both the Rant and "No Whining" threads all have value. Why?
Because in order to make a logical decision as a shareholder on what you will do next, gotta determine what you actually think has happened, and do your best DD to decide based on that what you think will happen next with this company. So you can decide what you will do next!
The rants and Foil Hat theories take you down one path, "No Whining" is meant to take you down the other path of possibilities. Both are needed if you use logic in your process.
NOW. Finished? Whatcha gonna do with it?
Here are some possibilities (and not in any recommended order):
0. Sell Low. Bought high? Eat life-changing loss to avoid risk of losing all. Sorry, missed 2015 tax write off. Bullish on 2016? But seriously? Check on that limbic brain activity before pushing buttons ....
1. Sell low. Bought somewhere else? See #2 or eat loss, but now tax write off for 2016 (yep, still missed that window ....) Gotta plan on good gains to make it worth it. Timing to January notice in contract had a benefit for MNKD (NOT stockholders) on this point ....
2. Mitigate or find another way to hedge. Convert to another instrument (IRA, etc)
3. Average down more. Be bullish til end - buy more now while you still can! See also #0 - check emotions before pushing buttons!
4. Do nothing- Hold strategically/thoughtfully through it and wait or hope for turnaround
5. Do nothing - Go into denial. (Net=HOLD) Stop reading boards - and pretend its a bad dream until midyear. (OK. NOT recommended unless you are actually doing #4 and this is just a coping strategy to support your decision)
6. Get involved in lawsuit - against MNKD? Would that help anything from a company about to run out of money?
7. Get involved in lawsuit - against SNY? Don't think that's possible - but could lobby MNKD (see also #5) to do it. But "Matt" newbie here posted contract terms suggesting this may not be possible for MNKD. Only a real lawyer would know. My guess is law suit is always possible in US...
8. Go activist and try to help company. Take Holdem's route and send a resume. Or Kastanes looking to become a sales rep. Or Sam's and the other recommendation to start a lobby to keep the drug on the market for diabetics (simultaneously resulting in free advertisement.)
Whine, don't whine - do it all with abandon until your brain is clear to make the right choice for you.
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ray
Newbie
Posts: 4
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Post by ray on Jan 9, 2016 17:39:57 GMT -5
#4 Holding for now. I don't have any available $$$ to average down further.
#5 I'd like to just bury my head and live in denial. A BK would be absolutely devastating for me. I have become obsessed with checking MNKD Proboards, YMB, and StockTwits. My desire is to stop looking at these sites, but I keep going back in the hope that there will be a post or a factual nugget of information that will raise my spirits in regard to this investment.
#8 I wrote to the DR. OZ show and suggested that they do an entire episode or a segment on diabetes. I suggested that they highlight Afrezza as an FDA approved inhalable insulin treatment and that they have Mr. Mann and Sam Finta as guests.
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Post by lakers on Jan 9, 2016 21:30:49 GMT -5
Mgmt wanted superiority study in Oct 2014, planned international expansion this year. Sanofi not only failed doing that but also poisoned the well. Reasonable grievance for the next natural step after Apr 4, 2016. SCVBJ: What lessons were learned along the way about how to bring a new drug to market? In hindsight it’s always a learning process as to how to benefit going forward. Going forward, we would conduct some of the clinical studies in a different manner if we did it again. We would probably do comparative clinical studies with other therapies for patients and show the superiority or benefit of Afrezza over competitive products. We probably did not give ourselves the optimum ‘label’ (product description) that the product deserves where you can show and differentiate your product from other therapies – showing the incidence of hyperglycemia, high blood sugar, or the recipe of how you can use the product and what you can expect from it, like a prescription advisory to doctors and patients. The benefit would been an even stronger differentiation of benefits for Afrezza as compared to parallel therapies for Type I and type II therapies. It makes it easier to sell the product and presents stronger arguments to present to doctors and patients; why they should use our product as opposed to alternative. It eventually gives you a stronger franchise and better opportunity for higher sales. When you do clinical studies for the FDA you’re trying to prove you have a worthy product and show overall safety and efficacy. We were more focused on the clinical side of our studies given history with Pfizer’s (diabetes) medication and other studies than comparing our treatment to others on the market; we wanted a really clean study. The studies are very expensive and we were being careful about how we managed shareholder investments. Now with an approved product we can do all of the studies and we’ll certainly turn our focus to showing the superiority of the product in therapy. [Sny should/could have started this last year. JAC was admittedly asleep at the wheel.] We are certainly very happy to have a company like Sanofi, which is represented in 120 countries worldwide. It’s a tremendous opportunity to expand to many parts of the world. Read more: mnkd.proboards.com/thread/4532/change-conduct-clinical-trials-future#ixzz3wnvSPlHjDespite substantial efforts leading to high levels of brand awareness with key diabetes-treating healthcare professionals, Afrezza has continued to demontrate low volume and revenue performance in the marketplkace Read more: mnkd.proboards.com/thread/4794/message-moulding-andrew-purcell-afrezza#ixzz3wny507Ys |
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Post by sweedee79 on Jan 9, 2016 22:53:50 GMT -5
Mgmt wanted superiority study in Oct 2014, planned international expansion this year. Sanofi not only failed doing that but also poisoned the well. Reasonable grievance for the next natural step after Apr 4, 2016. SCVBJ: What lessons were learned along the way about how to bring a new drug to market? In hindsight it’s always a learning process as to how to benefit going forward. Going forward, we would conduct some of the clinical studies in a different manner if we did it again. We would probably do comparative clinical studies with other therapies for patients and show the superiority or benefit of Afrezza over competitive products. We probably did not give ourselves the optimum ‘label’ (product description) that the product deserves where you can show and differentiate your product from other therapies – showing the incidence of hyperglycemia, high blood sugar, or the recipe of how you can use the product and what you can expect from it, like a prescription advisory to doctors and patients. The benefit would been an even stronger differentiation of benefits for Afrezza as compared to parallel therapies for Type I and type II therapies. It makes it easier to sell the product and presents stronger arguments to present to doctors and patients; why they should use our product as opposed to alternative. It eventually gives you a stronger franchise and better opportunity for higher sales. When you do clinical studies for the FDA you’re trying to prove you have a worthy product and show overall safety and efficacy. We were more focused on the clinical side of our studies given history with Pfizer’s (diabetes) medication and other studies than comparing our treatment to others on the market; we wanted a really clean study. The studies are very expensive and we were being careful about how we managed shareholder investments. Now with an approved product we can do all of the studies and we’ll certainly turn our focus to showing the superiority of the product in therapy. [Sny should/could have started this last year. JAC was admittedly asleep at the wheel.] We are certainly very happy to have a company like Sanofi, which is represented in 120 countries worldwide. It’s a tremendous opportunity to expand to many parts of the world. Read more: mnkd.proboards.com/thread/4532/change-conduct-clinical-trials-future#ixzz3wnvSPlHjDespite substantial efforts leading to high levels of brand awareness with key diabetes-treating healthcare professionals, Afrezza has continued to demontrate low volume and revenue performance in the marketplkace Read more: mnkd.proboards.com/thread/4794/message-moulding-andrew-purcell-afrezza#ixzz3wny507YsThere was NO WAY Afrezza could have had blockbuster sales under the current circumstances... no superiority study... invalid instruction sheet that came with the prescriptions... docs who had no idea what they were dealing with or how to prescribe it ...over priced product and finally no advertising or awareness of the product.. I have no idea how SNY and/or MNKD thought sales would be great under these circumstances so obviously something went wrong in the process between SNY and MNKD .. maybe that is why Hakan resigned ... but something was wrong.. IMO SNY never gave it a chance at all .. I believed it was a slow calculated roll out .. but it wasn't that either .... I'm sure that MNKD was trying to advocate for Afrezza .. so I have a hard time believing that SNY didn't know what they had .. none of it makes any sense at all ...
right now I'm doing #4 and #5 until further notice...
First the price needs to be lowered .... financing secured and the superiority study needs to be done .. and docs need to be properly educated .. we have a long haul ahead of us ..
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Post by suebeeee1 on Jan 10, 2016 0:00:50 GMT -5
I did #3 and am moving a hunk of my now very reduced holdings into a Roth as soon as my put options assign me a whole lot of overpriced stock on the third Saturday of January (#2). Depending upon how the conference goes next week, I'm either going to #4 or (if things are not so hot) sell half of my holdings at the next serious, but temporary, uptick in stock price.
I would do #8 if I had any talents that would help the company.
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marsie
Lab Rat
computer programmer
Posts: 26 
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Post by marsie on Jan 10, 2016 0:24:44 GMT -5
Afrezza! Put it on your facebook. Twitter.
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Post by babaoriley on Jan 10, 2016 2:28:56 GMT -5
Q2U, nice post!
Here's a much simpler way of looking at things and what has happened:
Do you put your money on a company where a lot of fanatic longs are singing its praises and counting their soon to be wealth? Or
Do you put your money to work in the same way as those despicable shorts, who are typically well informed, well organized, and, most of all, well funded?
The first bunch of guys are far more pleasant, but the second group of guys are market pros. We're playing on their home court with their rules. Too much hubris, too little dry analysis.
I like the first group, though, and who the heck wants to be dry and overwhelmingly analytical.
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