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Post by kbrion77 on Nov 1, 2016 14:14:37 GMT -5
Thank you! Sorry if I went off, but I simply don't see how my position is so illogical that it should prompt anybody to call me a dreamer, you know?
On January 21, 2016 MannKind Corporation announced that it had entered into a License and Collaboration Agreement with Receptor Life Sciences. Can anybody say that they saw that deal coming?
Today, MannKind has three terrific API in their pipeline supported by a proven pulmonary delivery system. Every single one of those API has been identified as having the potential to target some unmet medical need within the U.S. and globally, so I just happen to think that it's perfectly logical that one or more of the API-TS in MannKind's pipeline will attract a partner.
Especially the epinephrine candidate. I'm not ok with personal attacks but come on, you're upset over someone calling you a dreamer? I asked you why and how you came up with the comment in which you stated MNKD moved up their earnings call? To me that is an errant statement which should have been corrected. |
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Post by Deleted on Nov 1, 2016 14:43:50 GMT -5
I don't think you realize the impact you might have on investors. You are a sharp guy, and a moderator of this board. One might assume you know more than the average investor. You have alluded to being friends with Matt P. Now if you mix this all in with some of your claims its IMO a recipe for disaster. If you keep striking out on your predictions you have to expect people to criticize future ideas. (Sigh) It's amazing how things get put out of context around here.
First, I posted last year that I've had friendly emails/chats with former CFO Matt Pfeffer and that I consider him a friend in a business sense, not personal. I made that quite clear. Matt has never, nor would he ever, provided me with insider information. Every investor has the ability to pick up a phone, pen a letter, or send an email to the Investor Relations department. Getting a response doesn't make one an insider. So you can put that idea out of your mind.
Second, if I know "more than the average investor" than I suppose it may be because I research more than the average investor. When I post my discoveries, I nearly always include my source(s). I post this information so that others may benefit from my DD, just as I benefit from the work done by many others at ProBoards. You will not find a single post from me where I tell people to buy or sell. If you assume that my posting good information is a signal to buy, then you presume too much.
Third, it's amusing (to a degree) how often others will take any number of my posts and turn them into another "MnHoldem's prediction". An observation is not a prediction. Listing the possibilities, even ranking them into probabilities is not making a prediction. I often explain a number of possible scenarios on a given topic. Does that mean I'm predicting that any one of them is likely to happen? One good example is matt , who many think to be a biotech-savvy poster who often lays out multiple scenarios to help clarify an issue. Should we interpret his educational posts to mean that he is predicting any of those scenarios is what will happen? Nope. There are some members on ProBoards who will use that "prediction" label in a manner that, when used to mock, seems to be an attempt to discredit or to silence posters who share positive (or negative) viewpoints. That rarely will meet with success against me, but these efforts do seem to have silenced others who used to post quite frequently.
As for me, I'll continue to share my thoughts with friends here (I've made many) and if others find it beneficial, I'm happy to be at your service. However, in the interest of fairness, I will say this: Everything I write may be a recipe for disaster. Okay? Great! Now that I've made that disclaimer, people who utilize ProBoards to get information can decide for themselves whether my posts are useful or not.
Good Fortune All. 
This was just a couple of months ago and left very open to interpretation. I know you don't have insider information and want to be clear I was not alluding to anything like that. **I think its awesome that people in this community step up to bat and support you like they are in this thread. You are entitled to your observations as I am mine, and with my observations/ predictions (which are very unpopular around here) come criticism which I am willing to accept. Hence someone calling me stupid after my posts. He is entitled to his opinion and I am ok with his opinion of me. Last week you observed when 2 million shares were traded ($1,000,000 worth of money (CHUMP CHANGE)) that a tweet from Mike could not move the needle and someone with deep pockets could be behind that move. All I am trying to convey are that these posts are dangerous, and this share base is very underwater and emotional right now. |
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Post by mnholdem on Nov 1, 2016 14:55:07 GMT -5
kbrion,
A few days ago I posted Matt's timeline for the past two earnings calls, both being the 2nd Monday with the PR on the first Monday. You must have missed that post.
When a CEO establishes a pattern then changes it, that grabs my attention. Go back through my posts and you'll find where I wrote Nov 14. By setting a Nov 9 call date, the CEO moved ahead of his usual timeline which I had already posted. I simply thought there was no need for me to repeat the original post.
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In fact, I'll save you the time. Here is an excerpt of what I wrote and the link:
If CEO Pfeffer sticks to the same schedule this time, MannKind will issue a PR on Monday, Nov 7 to announce a Nov 14 earnings call at 4pm ET and they'll release the SEC filing the day of the CC.
Read more: mnkd.proboards.com/user/407/recent#ixzz4On34UGsQ
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Post by mnholdem on Nov 1, 2016 15:19:56 GMT -5
**I think its awesome that people in this community step up to bat and support you like they are in this thread. You are entitled to your observations as I am mine, and with my observations/ predictions (which are very unpopular around here) come criticism which I am willing to accept. Hence someone calling me stupid after my posts. He is entitled to his opinion and I am ok with his opinion of me. Last week you observed when 2 million shares were traded ($1,000,000 worth of money (CHUMP CHANGE)) that a tweet from Mike could not move the needle and someone with deep pockets could be behind that move. All I am trying to convey are that these posts are dangerous, and this share base is very underwater and emotional right now. I may not agree, but I hear you. Thanks. |
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Post by Deleted on Nov 1, 2016 15:27:55 GMT -5
mnkd.proboards.com/thread/5993/desisto This was just a couple of months ago and left very open to interpretation. I know you don't have insider information and want to be clear I was not alluding to anything like that. **I think its awesome that people in this community step up to bat and support you like they are in this thread. You are entitled to your observations as I am mine, and with my observations/ predictions (which are very unpopular around here) come criticism which I am willing to accept. Hence someone calling me stupid after my posts. He is entitled to his opinion and I am ok with his opinion of me. Last week you observed when 2 million shares were traded ($1,000,000 worth of money (CHUMP CHANGE)) that a tweet from Mike could not move the needle and someone with deep pockets could be behind that move. All I am trying to convey are that these posts are dangerous, and this share base is very underwater and emotional right now. This is a major danger when money is involved. Opinions are what they are but when the crowd begins to create a narrative to fit their end goals as what has happened here at proboards, objectivity goes out the door and everything looks like a rosy opportunity, all managers are great, the product is great, and it's only because of a few evil persons/entities that success hasn't arrived. Remember when sales started in early 2015? There were those that looked at the paltry number and claimed "bogus numbers" among a whole host of other reasons, others looked at it and said "WTF"?!! Or the cash situation for the last two years - many haven't been looking at the reality because mnkd "appeared" to be fine based on a lack of concern from management and echoed here on proboards. Meanwhile, is cash a concern? Has mnkd done death spiral financing to survive? Even down to the movement of a CC by a couple of days. Even that has significance that will propel mnkd upward and onward. Dangerous. Dangerous to your finances and mental framework as it relates to investing. I can think of nothing more scarier to my finances than to allow myself the luxury of ignoring all the facts or coloring facts all the same way, even the ones that make me sick to my stomach. But hey, I'm sure mnkd moving up the CC from nov 14th to nov 9th, the day following our national elections, has nothing to do with mnkd trying to hide behind the flurry of the election cycle and everything to do with hope that something amazing will be announced. Can't win the lottery if you don't buy the ticket, right?! Maybe we all should buy two lottery tickets and "double" our chances of winning..... |
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Post by peppy on Nov 1, 2016 15:41:01 GMT -5
I am not buying the paltry scripts you should have known reason afrezza is priced at 43 cents.
Look at the real of data. Why are the endos not prescribing? Insurance? Scroll through and look at continuous glucose monitors. twitter.com/hashtag/afrezza?f=images&vertical=default&lang=en The data speaks. What exactly should we have known? These continuous glucose monitors are like glucose radar systems.
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Post by sweedee79 on Nov 1, 2016 17:09:38 GMT -5
Thank you! Sorry if I went off, but I simply don't see how my position is so illogical that it should prompt anybody to call me a dreamer, you know?
On January 21, 2016 MannKind Corporation announced that it had entered into a License and Collaboration Agreement with Receptor Life Sciences. Can anybody say that they saw that deal coming?
Today, MannKind has three terrific API in their pipeline supported by a proven pulmonary delivery system. Every single one of those API has been identified as having the potential to target some unmet medical need within the U.S. and globally, so I just happen to think that it's perfectly logical that one or more of the API-TS in MannKind's pipeline will attract a partner.
Especially the epinephrine candidate. I'm not ok with personal attacks but come on, you're upset over someone calling you a dreamer? I asked you why and how you came up with the comment in which you stated MNKD moved up their earnings call? To me that is an errant statement which should have been corrected. Sorry but some of these people are seriously negative ... I understand that given the circumstances... but I don't see comments like "you are dreamer" .. as productive .. and its really annoying when all you ever hear from certain people is these negative comments..... so there you go .. no need for it .. |
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Post by dictatorsaurus on Nov 1, 2016 18:15:30 GMT -5
If calling someone "a dreamer" is considered an offense, I must be guilty as hell.
I'm in the same boat as every one of you. There are a few of us whom are ultra jaded, and justifiably angry at the current situation.
Just because someone comes off as "negative" over the web doesn't mean they have ill intentions or are trying hard to offend the few who will defend Mannkind despite the never ending theater of blunder after blunder after blunder...
I mean where do I even start? The total number of scripts you can count on one hand? The DeSisto fiasco? Hakan literally begging the masses to sign with him? And how about our glorious 40 cent SP?
Most don't seem to recall that I was the one who jumped in his car excitedly went to investigate the VDex location on the east coast and posted pictures of the location. Maybe in the eyes of some I must've been spreading FUD even back then.
Just like the majority are pumping day and night, don't be surprised when confronted by others that see things different. Or dare I say, more realistically.
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Post by mnkdfann on Nov 1, 2016 18:31:50 GMT -5
kbrion,
A few days ago I posted Matt's timeline for the past two earnings calls, both being the 2nd Monday with the PR on the first Monday. You must have missed that post.
When a CEO establishes a pattern then changes it, that grabs my attention. Go back through my posts and you'll find where I wrote Nov 14. By setting a Nov 9 call date, the CEO moved ahead of his usual timeline which I had already posted. I simply thought there was no need for me to repeat the original post.
---
In fact, I'll save you the time. Here is an excerpt of what I wrote and the link:
If CEO Pfeffer sticks to the same schedule this time, MannKind will issue a PR on Monday, Nov 7 to announce a Nov 14 earnings call at 4pm ET and they'll release the SEC filing the day of the CC.
Read more: mnkd.proboards.com/user/407/recent#ixzz4On34UGsQ
Those Monday's were November 10, 2014, and November 9, 2015. The pattern was (is) to hold the call on November 9th, or as close to it as possible. The CEO did not change any schedule, he stuck to the same schedule as he used the past two years. You simply misread it. BTW, this may mean that you should avoid doing your own technical analysis. |
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Post by derek2 on Nov 1, 2016 19:03:59 GMT -5
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Post by mnholdem on Nov 1, 2016 19:50:15 GMT -5
Those Monday's were November 10, 2014, and November 9, 2015. The pattern was (is) to hold the call on November 9th, or as close to it as possible. The CEO did not change any schedule, he stuck to the same schedule as he used the past two years. You simply misread it. BTW, this may mean that you should avoid doing your own technical analysis. Both of those dates you referenced were the second Monday of November. That's exactly what I wrote, that the second Monday of November 2016 is Nov 14.  |
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Post by centralcoastinvestor on Nov 1, 2016 20:13:15 GMT -5
mnholdem, I bet you didn't expect to get 70 posts and 3500 views when you started this good humored Halloween thread. That's it, no more humor for you.  |
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Post by sportsrancho on Nov 1, 2016 20:28:11 GMT -5
Does this thread have a end? Stop...Us girls have a headache!
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Post by mnholdem on Nov 1, 2016 21:10:37 GMT -5
It does. Sorry, but at my age I just don't have the stamina I used to... and I've heard that headache excuse once or twice. 
I'm locking it. |
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