|
Post by als57 on Apr 5, 2016 10:24:28 GMT -5
Matt at his best, sitting on the commode dreaming up his " Epic Action." You talk about a missed opportunity, if there was/is a day to bolster confidence in the company. Well, it will be interesting to see and
hear the "dance" at the CC in Danbury on the 17th of May. To far down the road to turn back now, but just to have a real CEO driving the bus.
|
|
|
Post by dreamboatcruise on Apr 5, 2016 10:38:35 GMT -5
Matt at his best, sitting on the commode dreaming up his " Epic Action." You talk about a missed opportunity, if there was/is a day to bolster confidence in the company. Well, it will be interesting to see and
hear the "dance" at the CC in Danbury on the 17th of May. To far down the road to turn back now, but just to have a real CEO driving the bus. Eyes rolling... what on earth were you expecting? They previously said that they couldn't negotiate any deals before the return of the NDA, so obviously nothing groundbreaking was going to be announced. If you expected something earth shattering, it was your own dreaming and lack of attention to what has actually been said.
|
|
|
Post by nylefty on Apr 5, 2016 10:43:17 GMT -5
I seem to remember a moderator saying at one point that posts that consist of nothing but "whining" are not welcome here. I for one would like to see more constructive posts and far less whining.
|
|
|
Post by mnholdem on Apr 5, 2016 10:43:39 GMT -5
Just as I expected, a lump of coal in the MNKD stocking. Perhaps it's like a blank gift card, where the surprise comes later when you go to the store and learn how much it's worth.
Hey Olivier: You blew it, so get used to this view.
In a few years this is where Sanofi's diabetes market share will be...lagging way behind.
|
|
|
Post by longinvstr on Apr 5, 2016 11:24:35 GMT -5
Nope not xmas..... More like Thanksgiving!Well, at least it's a Thanksgiving without hyperglycemia and little/no threat of hypoglycemia
|
|
|
Post by bearcatbob on Apr 5, 2016 11:45:33 GMT -5
|
|
|
Post by peppy on Apr 5, 2016 16:28:17 GMT -5
The group is a group of afrezza users that Sam knows. afrezzauser.com/
Jay's work; fine work he does; you should see the dreamboatmobile.
|
|
|
Post by LosingMyBullishness on Apr 5, 2016 17:10:59 GMT -5
Coming back to the original question it could be answered with "No". No sign of Santa so far but sure he will come around sooner or later. Has anyone a clue why the stock dropped today? I posted yesterday that I assumed a delay in the hand-over as shorts were rather cool. I was wrong. Hand-over is done. But the stock went south today and it seems that this was also some real stock sold. Let's go through the list: MNKD made it clear that they will not comment on RLS on the 5th. Sales& marketing (incl. non-US) was SNY territory so nothing was to expect from new sales& marketing partnerships as it would have been clear that such were negotiated during SNYs tenure. New TS applications? There were not linked to the 5th and could have been published any other day. A finalized Sales& marketing strategy? Perhaps. New pricing: As agedhippie wrote today there is still inventory at SNY that has the old (or higher) price tag. Was it expected that MNKD had already negotiated a new contract with a national distributor and can sell own stock at a new (lower) price?
|
|
|
Post by tayl5 on Apr 5, 2016 17:21:16 GMT -5
And so this is Christmas, and what have you done? Another year's over, another's just begun...
|
|
|
Post by bioexec25 on Apr 5, 2016 17:29:26 GMT -5
And so this is Christmas for weak and for strong For rich and poor ones, the road is so long...
|
|
|
Post by peppy on Apr 5, 2016 17:34:00 GMT -5
Coming back to the original question it could be answered with "No". No sign of Santa so far but sure he will come around sooner or later. Has anyone a clue why the stock dropped today? I posted yesterday that I assumed a delay in the hand-over as shorts were rather cool. I was wrong. Hand-over is done. But the stock went south today and it seems that this was also some real stock sold. Let's go through the list: MNKD made it clear that they will not comment on RLS on the 5th. Sales& marketing (incl. non-US) was SNY territory so nothing was to expect from new sales& marketing partnerships as it would have been clear that such were negotiated during SNYs tenure. New TS applications? There were not linked to the 5th and could have been published any other day. A finalized Sales& marketing strategy? Perhaps. New pricing: As agedhippie wrote today there is still inventory at SNY that has the old (or higher) price tag. Was it expected that MNKD had already negotiated a new contract with a national distributor and can sell own stock at a new (lower) price? quote: Has anyone a clue why the stock dropped today? reply: There is so much over head resistance for MNKD. People afraid of bankruptcy, getting out. So sellers the reason for the price drop. Low volume. 3,132,381 real time times 1.60 = $5 million. The PR was not much news. quote: New pricing: As agedhippie wrote today there is still inventory at SNY that has the old (or higher) price tag. Was it expected that MNKD had already negotiated a new contract with a national distributor and can sell own stock at a new (lower) price? reply: no that was not expected.
I think price held pretty well, an inside day. Same price MNKD was all of December before the sanofi announcement.
|
|
|
Post by agedhippie on Apr 5, 2016 17:36:31 GMT -5
Has anyone a clue why the stock dropped today? I posted yesterday that I assumed a delay in the hand-over as shorts were rather cool. I was wrong. Hand-over is done. But the stock went south today and it seems that this was also some real stock sold. A mixture of traders and longs. There was a lot of hype around what was going to be announced but in the end it was just that commercialization was returned and that there was no idea what to do with it, "In the coming weeks, we will roll out more information about our commercial team for Afrezza, the resources that we are designing for patients and physicians, and our plans for the future."
At that point I suspect quite a few longs jumped ship on the grounds that with no news on the way ahead today's $1.60 doesn't look so bad (stress and risk avoidance wins!) For the remainder I suspect there were a lot of traders working on the 'buy on rumor, sell on news' maxim. We have the news so they are out. Momentum has fallen off so those traders are out as well. Right now it is time either get out or batten down the hatches and ride out the storm until the results and CC.
|
|
|
Post by kball on Apr 5, 2016 18:13:45 GMT -5
Christmas comes with settlement news/leakage.
|
|
|
Post by LosingMyBullishness on Apr 5, 2016 18:28:20 GMT -5
Coming back to the original question it could be answered with "No". No sign of Santa so far but sure he will come around sooner or later. Has anyone a clue why the stock dropped today? I posted yesterday that I assumed a delay in the hand-over as shorts were rather cool. I was wrong. Hand-over is done. But the stock went south today and it seems that this was also some real stock sold. Let's go through the list: MNKD made it clear that they will not comment on RLS on the 5th. Sales& marketing (incl. non-US) was SNY territory so nothing was to expect from new sales& marketing partnerships as it would have been clear that such were negotiated during SNYs tenure. New TS applications? There were not linked to the 5th and could have been published any other day. A finalized Sales& marketing strategy? Perhaps. New pricing: As agedhippie wrote today there is still inventory at SNY that has the old (or higher) price tag. Was it expected that MNKD had already negotiated a new contract with a national distributor and can sell own stock at a new (lower) price? quote: Has anyone a clue why the stock dropped today? reply: There is so much over head resistance for MNKD. People afraid of bankruptcy, getting out. So sellers the reason for the price drop. Low volume. 3,132,381 real time times 1.60 = $5 million. The PR was not much news. quote: New pricing: As agedhippie wrote today there is still inventory at SNY that has the old (or higher) price tag. Was it expected that MNKD had already negotiated a new contract with a national distributor and can sell own stock at a new (lower) price? reply: no that was not expected.
I think price held pretty well, an inside day. Same price MNKD was all of December before the sanofi announcement.
Peppy, People could have been afraid of bankruptcy for about 4 months now. Thinks have changed to the good. The prior status with a horrible slow constant decline of scripts can now be turned around. Resistance: A TA term. In absence of news or fundamental changes TA has its merits, but would you see MNKD presently as a good TA stock?
|
|
|
Post by BlueCat on Apr 5, 2016 18:32:09 GMT -5
Eyes rolling... what on earth were you expecting? They previously said that they couldn't negotiate any deals before the return of the NDA, so obviously nothing groundbreaking was going to be announced. If you expected something earth shattering, it was your own dreaming and lack of attention to what has actually been said. You know, as many times as I expect nothing, predict nothing, state that likely nothing .... Truth be told, sigh, I still feel disappointed. However. On the positive side, looks like MNKD is back in control and can make deals, even if SNY is still doing distribution. And worst case was no transfer back to MNKD until later of all. So this is a step in the right direx. Now we need to see how Matt extends that runway.
|
|