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Post by dictatorsaurus on Feb 4, 2016 10:53:37 GMT -5
Absolutely. Some are sinking down to Adam F's level critiquing every single word out of Matt's mouth. "He should have said this...should have said that...shouldn't have said this...shouldn't have said that"...All BS which leads nowhere.
Keyword for me was Receptor and the name change. Seems to be a big player behind that entity. Why the secrecy though? Are they looking to bring down the hammer on the shorts?
I can imagine the mere mention of Microsoft or Google could reignite major confidence in MNKD.
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Post by dreamboatcruise on Feb 4, 2016 11:14:59 GMT -5
Absolutely. Some are sinking down to Adam F's level critiquing every single word out of Matt's mouth. "He should have said this...should have said that...shouldn't have said this...shouldn't have said that"...All BS which leads nowhere.
Keyword for me was Receptor and the name change. Seems to be a big player behind that entity. Why the secrecy though? Are they looking to bring down the hammer on the shorts?I can imagine the mere mention of Microsoft or Google could reignite major confidence in MNKD. I believe any notion that other entities dealing with MNKD have any concern whatsoever for MNKD shareholders or the fact that the stock is shorted is not very rationale. This has been a wish for a long time. MNKD does have a duty to shareholders and indeed has now said they are looking into possible manipulation. But hoping that SNY, RLS or some unknown investors plan to rescue us from the shorts pure and simple wishful thinking. If you want to hold onto that line of wishful thinking it is far more likely it would simply be some random activist hedge fund manager that builds a position in MNKD and then publicly announces his intent. If RLS has serious backers, it will not be a company that plays games like going after shorts in MNKD... it is a biotech company not a hedge fund. Why the secrecy? It happens all the time with startups. |
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Post by kbrion77 on Feb 4, 2016 11:18:53 GMT -5
Absolutely. Some are sinking down to Adam F's level critiquing every single word out of Matt's mouth. "He should have said this...should have said that...shouldn't have said this...shouldn't have said that"...All BS which leads nowhere.
Keyword for me was Receptor and the name change. Seems to be a big player behind that entity. Why the secrecy though? Are they looking to bring down the hammer on the shorts?I can imagine the mere mention of Microsoft or Google could reignite major confidence in MNKD. I believe any notion that other entities dealing with MNKD have any concern whatsoever for MNKD shareholders or the fact that the stock is shorted is not very rationale. This has been a wish for a long time. MNKD does have a duty to shareholders and indeed has now said they are looking into possible manipulation. But hoping that SNY, RLS or some unknown investors plan to rescue us from the shorts pure and simple wishful thinking. If you want to hold onto that line of wishful thinking it is far more likely it would simply be some random activist hedge fund manager that builds a position in MNKD and then publicly announces his intent. If RLS has serious backers, it will not be a company that plays games like going after shorts in MNKD... it is a biotech company not a hedge fund.Why the secrecy? It happens all the time with startups. I believe there is a certain someone that appeared in court today because of this situation....... |
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Post by dictatorsaurus on Feb 4, 2016 11:19:24 GMT -5
Safe to say most scenarios involving BK have been mentioned and thoroughly discussed. Now what about scenarios which might bring us out of the Abyss? All hypothetical of course. It just seems to me it's almost a no win situation at this point.
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Post by mnholdem on Feb 4, 2016 11:24:15 GMT -5
I consider it a remote possibility. One cannot rule it out. The definition of the word "inevitable" is that it is "certain to happen" and "unavoidable". I would have had no beef if davinci had said he thinks BK is a strong possibility. But he choice to state that BK in 2016 is inevitable. I happen to think that bankruptcy is not certain to happen and that it is entirely avoidable. He knew definition of inevitable. Labeling it as FUD is half the problem with this board and should not be coming from a moderator. It is davinci's opinion and apparently it is strong enough for him to use "inevitable". I hope THIS time, he is incorrect. Shall we evaluate your use of the word "remote" and your record of premonition? Thank you for your analysis of my remark, as well as your opinion that a moderator should not label posts as FUD.
So you suggest that when a board member posts that a public statement made by the CEO of MannKind Corporation that the company is not even considering bankruptcy, and that we should all take the CEO words to be some kind of a "coded" message that indicates bankruptcy is inevitable... then, we should be expected consider that post to contain any semblance of a valid argument?
Perhaps you think that it's a problem when a board member labels a post as FUD (moderators do have the right to voice their opinion) and that Pro-Board members should not call out another member who uses a magical device such as a hidden code to post, in effect, a complete re-write of Pfeffer's remarks about bankruptcy.
Okay.
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Post by dreamboatcruise on Feb 4, 2016 11:41:00 GMT -5
I believe any notion that other entities dealing with MNKD have any concern whatsoever for MNKD shareholders or the fact that the stock is shorted is not very rationale. This has been a wish for a long time. MNKD does have a duty to shareholders and indeed has now said they are looking into possible manipulation. But hoping that SNY, RLS or some unknown investors plan to rescue us from the shorts pure and simple wishful thinking. If you want to hold onto that line of wishful thinking it is far more likely it would simply be some random activist hedge fund manager that builds a position in MNKD and then publicly announces his intent. If RLS has serious backers, it will not be a company that plays games like going after shorts in MNKD... it is a biotech company not a hedge fund.Why the secrecy? It happens all the time with startups. I believe there is a certain someone that appeared in court today because of this situation....... Hopefully RLS is a real biotech about creating new drugs and HE is not involved. |
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Post by hankscorpio7 on Feb 4, 2016 15:32:09 GMT -5
Thank you for your analysis of my remark, as well as your opinion that a moderator should not label posts as FUD.
So you suggest that when a board member posts that a public statement made by the CEO of MannKind Corporation that the company is not even considering bankruptcy, and that we should all take the CEO words to be some kind of a "coded" message that indicates bankruptcy is inevitable... then, we should be expected consider that post to contain any semblance of a valid argument?
Perhaps you think that it's a problem when a board member labels a post as FUD (moderators do have the right to voice their opinion) and that Pro-Board members should not call out another member who uses a magical device such as a hidden code to post, in effect, a complete re-write of Pfeffer's remarks about bankruptcy.
Okay.
You're welcome. Well, it is Matt.. He has been proven to talk in ambiguous terms in an effort to encourage people to fully support the company and share price. So when he says they aren't considering BK- I have to agree with other posters that there isn't a need for him to consider it- others will make that decision for Matt. The only real positive in the last few months, year is a TS deal that..uhh..umm..yeah. That was an "embarrassment" of riches alright. If a few posters note the $60m in cash and think BK is inevitable- I'll disagree but not vehemently. And I won't need to label. Last Afrezza deal wasn't great but set the stage for TS. Now? New deal might keep us out of BK but might not be worth the time and equity tied up in MNKD for shareholders. With current SP, it is tempting for how well this could go. A little cash, luck and popular support- off to the races. But one stumble- BK in a heart beat. |
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Post by mnholdem on Feb 4, 2016 15:53:33 GMT -5
Fair enough. It just seems that certain people have a pattern of showing up at points of low morale among retail investors in order, it sometimes seems, to use Pro-Boards to take a dump on the company. You seldom hear from them on other days... just the down days.
Regardless, I'll accept responsibility for my actions and admit that I probably should not have thrown the FUD label. At least I did provide a point-by-point break down of why I thought the post qualified as FUD, instead of simply labeling it FUD and walking away without any explanation.
Peace.
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Post by slugworth008 on Feb 4, 2016 19:53:27 GMT -5
Unequivocal Afrezza support, Technosphere key platform going forward Mannkind 2.0 : strong sense of urgency, focus on execution, clear communication. EXTREMELY limited on what they can disseminate on Twitter etc. due to FDA limitations. Sanofi transfer: Teams have met , April 5th set as tentative transition date but may request later date - much is out of their direct control. Sanofi retains ALL rights until transfer just as it has been. MNKD will NOT promote Afrezza and is unable to make ANY SDA filings while Sanofi retains control. Clinical studies : both studies very positive and data will be presented at ADA meeting. Pediatric study is underway and will transfer back to MNKD Discussions with potential partners ongoing but MNKD will also market themselves - looking for seasoned marketing exec. MNKD will NOT release exclusive rights again, any partner will be a co-partner. Care centers operated by a separate company, first should be opened in New Jersey later this Q. Onsite training - spirometry, product usage etc. Afrezza advisory council still being formed. International - priority for regions accepting US approval and multiple discussions underway. RLS - wholly owned and independent, unaffiliated with AL. MNKD retains all rights.. Andrea Leone Bay move not co-ordinated with MNKD but Matt speaks highly of her since they thought she was very valuable. Ray Urbanski : oral inhalation technology versatile drug delivery platform. Pretty much rehash, nothing overall new. Hypertension $10 Billion market soon. Tripostinil early phases. Palinositron for chemo induced nausea growing to $1.88 Billion pre-clinical Q3 2016 - Clinical trials 2017. Epinephrine market over $1 Billion, large injectors lead to hesitation of usage and inhaler sb superior for results. Preclinical later in 2016, clinical trials 2017 Patent portfolio massive (I lost count Ray was rattling them off so fast) over 600 patents pending. Renegotiating purchase commitments and numerous other "runway extensions" BK is last resort and not under consideration currently. NASDAQ delisting: Closing over $1 resets the clock - even one day (so NEW 30-day clock starts today). Has to close under $1 for 30 consecutive days before you get a letter. Lawyers are just a fact of life, insurance covers. SEC investigation underway regarding stock manipulation! MNKD has had discussions with SEC and have some tools of their own that may help. MNKD will pick up ongoing costs for trials - pediatric is fairly small this year and safety wasn't scheduled until later this year. Costs with Sanofi should be similar to what they have been, maybe somewhat lower until transition complete. This gets most of it - all in all not a dramatic change from JP Morgan. Thank you Dudley! I've been out of town all week and this was great to read. Appreciate the post! |
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Post by benyiju on Feb 4, 2016 20:29:41 GMT -5
He knew definition of inevitable. Labeling it as FUD is half the problem with this board and should not be coming from a moderator. It is davinci's opinion and apparently it is strong enough for him to use "inevitable". I hope THIS time, he is incorrect. Shall we evaluate your use of the word "remote" and your record of premonition? Thank you for your analysis of my remark, as well as your opinion that a moderator should not label posts as FUD.
So you suggest that when a board member posts that a public statement made by the CEO of MannKind Corporation that the company is not even considering bankruptcy, and that we should all take the CEO words to be some kind of a "coded" message that indicates bankruptcy is inevitable... then, we should be expected consider that post to contain any semblance of a valid argument?
Perhaps you think that it's a problem when a board member labels a post as FUD (moderators do have the right to voice their opinion) and that Pro-Board members should not call out another member who uses a magical device such as a hidden code to post, in effect, a complete re-write of Pfeffer's remarks about bankruptcy.
Okay.
Setting aside the question of whether ANY of us should be using simplistic pejoratives like "FUD" for a good faith post trying to come to grips with a very real problem for the Company, there really isn't any question that there are a lot of formulaic "code" ways of speaking in CCs and if this sort of language is used sometimes by companies that soon thereafter go BK, then it can be reasonably considered "code" for 'not yet, but may be happening soon'. I can't say definitively that this particular phrasing is common, or "code", but having lived through more than one of these corporate meltdowns, I can say from sad personal experience that corporate communications of failing companies often use just this sort of half-truth to cover themselves legally while they try to hypnotize investors into sticking with them. Since we know from sad experience that Matt and MNKD more generally have been less than transparent this past year, including about things that had nothing to do with the Sanofi contract, placing some sort of blind faith in Matt and MNKD 2.0 to be telling us what is really going on seems (at this point) strangely credulous. |
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Post by suebeeee1 on Feb 5, 2016 0:58:51 GMT -5
It's raining but I doubt the sky is falling. Matt told us at the jpm conference that MNKD wasn't getting control back to April 5th and when he hasn't waived a magic wand to get 100% of all revenue for Afrezza back in MNKD s hands add of yesterday, he is chastised. When he affirms MNKD has no plans to go bk, he is accused of "planning". He states that our new licensing partner is not a new entity, but one with a new name and not related to Al, and suddenly, it's not enough for this moment (really folks, how many new partnerships do we need to announce in one month to keep some people happy). MNKD mgmt is accused of being silent and not communicating and we now have new Facebook and Twitter accounts this month as well as a scheduled cc...Just to keep the lines of communication open.
I sincerely doubt Matt could do anything that would make some people happy. Right now, the glass is a little more than half full.
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Post by patten1962 on Feb 5, 2016 4:55:20 GMT -5
It's raining but I doubt the sky is falling. Matt told us at the jpm conference that MNKD wasn't getting control back to April 5th and when he hasn't waived a magic wand to get 100% of all revenue for Afrezza back in MNKD s hands add of yesterday, he is chastised. When he affirms MNKD has no plans to go bk, he is accused of "planning". He states that our new licensing partner is not a new entity, but one with a new name and not related to Al, and suddenly, it's not enough for this moment (really folks, how many new partnerships do we need to announce in one month to keep some people happy). MNKD mgmt is accused of being silent and not communicating and we now have new Facebook and Twitter accounts this month as well as a scheduled cc...Just to keep the lines of communication open. I sincerely doubt Matt could do anything that would make some people happy. Right now, the glass is a little more than half full. Well said! |
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Post by kball on Feb 5, 2016 8:21:46 GMT -5
It's raining but I doubt the sky is falling. Matt told us at the jpm conference that MNKD wasn't getting control back to April 5th and when he hasn't waived a magic wand to get 100% of all revenue for Afrezza back in MNKD s hands add of yesterday, he is chastised. When he affirms MNKD has no plans to go bk, he is accused of "planning". He states that our new licensing partner is not a new entity, but one with a new name and not related to Al, and suddenly, it's not enough for this moment (really folks, how many new partnerships do we need to announce in one month to keep some people happy). MNKD mgmt is accused of being silent and not communicating and we now have new Facebook and Twitter accounts this month as well as a scheduled cc...Just to keep the lines of communication open. I sincerely doubt Matt could do anything that would make some people happy. Right now, the glass is a little more than half full.When the RLS announcement came (and the oddness of it) I was reminded of that former college football player that made up the phony girlfriend story a couple years back. This company is limping along with a great product that either no one knows about, wants, can afford, or continues on. A company can at one time look promising and become toxic as events unfold. I think that's what we may have here. And if by a little more than half full, you mean a lot less than 1/4 full. |
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Post by hankscorpio7 on Feb 5, 2016 8:46:06 GMT -5
When the RLS announcement came (and the oddness of it) I was reminded of that former college football player that made up the phony girlfriend story a couple years back. This company is limping along with a great product that either no one knows about, wants, can afford, or continues on. A company can at one time look promising and become toxic as events unfold. I think that's what we may have here. And if by a little more than half full, you mean a lot less than 1/4 full. Haha! Exactly what I was thinking. What a bizarre story that was! Usually in the biotech field, a name change is not a good sign. People are hoping it is this big name or another. But if they have been around for awhile and they want to change their name to RLS- it is probably someone who had a major failure and wants a refresh to tap equity markets again. It is a sideshow, probably to give weight to MNKD for negotiating with Afrezza suitors. Hoping it is inhalable THC, but I won't pay a dollar for that. |
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Post by parrerob on Feb 5, 2016 9:01:32 GMT -5
No way. Matt declared they did strong DD on the company and result was sure assuring. If it was Your case, Matt would not answer like He did.
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