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Post by Deleted on May 9, 2017 9:09:16 GMT -5
Wow you got me confused. This is logically coming from the green toad to try to spin a little negativity on a nice post. I'm thrilled with the increase today, though, yes very skeptical as to whether it's sustainable and not just short squeeze reaction to a rumor that likely isn't real. If it really is sustained then I'll have made one of my best trades ever as I executed a strangle option position on Wed last week at what could be the all time low if we hold these gains (I posted that trade in one thread)... but I'm still quite skeptical. So, yes... I do try to inject some reality into thread and warn people not to risk what they cannot afford to lose given there is a real possibility MNKD doesn't avoid bankruptcy. But regarding this specific thread... my comment was a very legitimate question to you. I don't mind Akemp posting positive spin as he often does. At least there is some language in it indicating that it is merely hopeful speculation. I simply don't see any logic behind the positive spin other than that it is theoretically possible that something good will happen. If that was all the logic you were referring to, then I'm cool with that and agree it is possible. You dirty fudster. How dare you apply any logic to investing. |
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Post by dreamboatcruise on May 9, 2017 9:35:05 GMT -5
You dirty fudster. How dare you apply any logic to investing. Frankness, understanding and due-diligence?  |
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Post by akemp3000 on May 10, 2017 5:00:24 GMT -5
Akemp. Always refreshing to hear a positive logical spin on the happenings at MNKD. THANKS FOR THE GOOD READ.. ...Is there some logic I'm missing other than that good things are always theoretically possible? Yes. The logic is that more pieces of the puzzle are now finally leaning toward good things happening though it's only fair to point out that bad things are always theoretically possible. |
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Post by hillsave on May 10, 2017 9:35:44 GMT -5
It's too early to say but it's possible Matt and management knew all along that a 5:1 R/S would be sufficient to keep the NASDAQ listing long enough to reset the clock and get MNKD to the point of finally sharing some seriously good news. The frustration with hearing "embarrassment of riches", "you'll thank me soon", "international deals are being pursued" and a few other teaser quotes have frankly been painful when followed by silence and a lower pps. Lately, we've seen an SEC filing relating to what would happen with a change in control, a new collaboration with One Drop, a possible rumor regarding a 10.5 ton shipment to Abu Dhabi, and increasing TV exposure in health segments in many cities. Add to this MNKD's persistent plans to move forward with new hires, TV commercials, a reality series, a label change and even JDRF and it may all finally add up to the turn we've been waiting years to see. Yes, scripts are flat and cash is low based on what we know publicly but let's hope it's MNKD's turn to make amends with an announcement or two and our turn to finally see some consistent green....all of which remains secondary to getting Afrezza in the hands of global diabetics. As an Afrezza user for over 2 years all I can say is that when other diabetics find out about Afrezza and how easy and effective it is they will run not walk to get it |
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Post by dreamboatcruise on May 10, 2017 16:39:36 GMT -5
...Is there some logic I'm missing other than that good things are always theoretically possible? Yes. The logic is that more pieces of the puzzle are now finally leaning toward good things happening though it's only fair to point out that bad things are always theoretically possible. Interesting difference in perspective. The "puzzle" pieces as you refer to them so far aren't producing anything concrete, whereas what you term theoretically possible is very concrete... i.e. MNKD is running out of money. It is mathematical inevitability that without significant change (no sign yet) or an event that we have no visibility of yet, MNKD will go bankrupt this year. So to me, the path we are on is bankruptcy with a "possibility" that we get off that path, not the other way around. |
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Post by akemp3000 on May 10, 2017 16:50:51 GMT -5
Yes. The logic is that more pieces of the puzzle are now finally leaning toward good things happening though it's only fair to point out that bad things are always theoretically possible. Interesting difference in perspective. The "puzzle" pieces as you refer to them so far aren't producing anything concrete, whereas what you term theoretically possible is very concrete... i.e. MNKD is running out of money. It is mathematical inevitability that without significant change (no sign yet) or an event that we have no visibility of yet, MNKD will go bankrupt this year. So to me, the path we are on is bankruptcy with a "possibility" that we get off that path, not the other way around. Could not disagree more but enjoy sharing perspectives. IMHO...The runway is longer than many have expressed with the burn rate lower now at 7.4M per month. While it would be great to hear an announcement about finding the final piece of the puzzle, we're obviously not there yet. However, with pieces such as One Drop, a forthcoming announcement about approval in a Middle Eastern country, the first TV commercial in July, an increase to more than 100 reps and 75 nurse educators, and increase in influential exposure and more, the puzzle is looking better with no serious path to bankruptcy. |
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Post by audiomr on May 10, 2017 16:51:45 GMT -5
Just wish the OneDrop news could have come out before the reverse split. The share price would probably be about what it is now, except we all would own 5 times as many of them. Ah, well.
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Post by brotherm1 on May 10, 2017 16:52:13 GMT -5
Yes. The logic is that more pieces of the puzzle are now finally leaning toward good things happening though it's only fair to point out that bad things are always theoretically possible. Interesting difference in perspective. The "puzzle" pieces as you refer to them so far aren't producing anything concrete, whereas what you term theoretically possible is very concrete... i.e. MNKD is running out of money. It is mathematical inevitability that without significant change (no sign yet) or an event that we have no visibility of yet, MNKD will go bankrupt this year. So to me, the path we are on is bankruptcy with a "possibility" that we get off that path, not the other way around. And hence the terminology that this is a S P E C U L A T I V E stock which inherently carries great risk but also possibly great reward. Keep up the intelligent deciphering, you're on the roll. |
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Post by dreamboatcruise on May 10, 2017 17:03:30 GMT -5
Interesting difference in perspective. The "puzzle" pieces as you refer to them so far aren't producing anything concrete, whereas what you term theoretically possible is very concrete... i.e. MNKD is running out of money. It is mathematical inevitability that without significant change (no sign yet) or an event that we have no visibility of yet, MNKD will go bankrupt this year. So to me, the path we are on is bankruptcy with a "possibility" that we get off that path, not the other way around. Could not disagree more but enjoy sharing perspectives. IMHO...The runway is longer than many have expressed with the burn rate lower now at 7.4M per month. While it would be great to hear an announcement about finding the final piece of the puzzle, we're obviously not there yet. However, with pieces such as One Drop, a forthcoming announcement about approval in a Middle Eastern country, the first TV commercial in July, an increase to more than 100 reps and 75 nurse educators, and increase in influential exposure and more, the puzzle is looking better with no serious path to bankruptcy. I'm guessing you are not an accountant if you don't see the path to bankruptcy from their earnings report. |
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Post by boytroy88 on May 10, 2017 17:09:40 GMT -5
Could not disagree more but enjoy sharing perspectives. IMHO...The runway is longer than many have expressed with the burn rate lower now at 7.4M per month. While it would be great to hear an announcement about finding the final piece of the puzzle, we're obviously not there yet. However, with pieces such as One Drop, a forthcoming announcement about approval in a Middle Eastern country, the first TV commercial in July, an increase to more than 100 reps and 75 nurse educators, and increase in influential exposure and more, the puzzle is looking better with no serious path to bankruptcy. I'm guessing you are not an accountant if you don't see the path to bankruptcy from their earnings report. Don't know if he's an accountant or not but I'm pretty sure he's a hopportunist just like me |
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Post by dreamboatcruise on May 10, 2017 17:09:47 GMT -5
Just wish the OneDrop news could have come out before the reverse split. The share price would probably be about what it is now, except we all would own 5 times as many of them. Ah, well. I think you're considerably overestimating the power of One Drop to hold up the share price. One Drop doesn't do anything to get more doctors willing to prescribe or more insurance willing to pay. It may have some benefit, it's not going to create a spike in scripts. |
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Post by sophie on May 10, 2017 17:19:49 GMT -5
Interesting difference in perspective. The "puzzle" pieces as you refer to them so far aren't producing anything concrete, whereas what you term theoretically possible is very concrete... i.e. MNKD is running out of money. It is mathematical inevitability that without significant change (no sign yet) or an event that we have no visibility of yet, MNKD will go bankrupt this year. So to me, the path we are on is bankruptcy with a "possibility" that we get off that path, not the other way around. And hence the terminology that this is a S P E C U L A T I V E stock which inherently carries great risk but also possibly great reward. Keep up the intelligent deciphering, you're on the roll. Yes, it's a speculative stock. If you truly believed that, you would not be so aggressive against those who use company documents as the basis of their arguments. When Matt (and now Rose) say that they have intentionally "starved" R&D down to what they think is the bare minimum, how does one find any other angle to view the cash situation from other than they are running out of money? The linear progression of cash on hand since FDA approval has been a negative slope, with a couple blips from TASE and Sanofi payout. If your argument is that MNKD will never run out of investors to keep runway extended, that's an opinion you could take. I'm curious to hear how you would argue that is a more logical conclusion than bankruptcy as we've watched the share price dwindle to 95% of what it was just a few years ago. |
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Post by mango on May 27, 2018 14:01:53 GMT -5
It's too early to say but it's possible Matt and management knew all along that a 5:1 R/S would be sufficient to keep the NASDAQ listing long enough to reset the clock and get MNKD to the point of finally sharing some seriously good news. The frustration with hearing "embarrassment of riches", "you'll thank me soon", "international deals are being pursued" and a few other teaser quotes have frankly been painful when followed by silence and a lower pps. Lately, we've seen an SEC filing relating to what would happen with a change in control, a new collaboration with One Drop, a possible rumor regarding a 10.5 ton shipment to Abu Dhabi, and increasing TV exposure in health segments in many cities. Add to this MNKD's persistent plans to move forward with new hires, TV commercials, a reality series, a label change and even JDRF and it may all finally add up to the turn we've been waiting years to see. Yes, scripts are flat and cash is low based on what we know publicly but let's hope it's MNKD's turn to make amends with an announcement or two and our turn to finally see some consistent green....all of which remains secondary to getting Afrezza in the hands of global diabetics. I think you were on to something... Embarrassment of riches = The veins of gold (scientific data like the HYPO safety data) Position of strength = MannKind science (no competition, 10+ years ahead of everyone still) You'll thank me soon = A team that BELIEVES and Afrezza becomes the Standard of Care by revealing the truth w/ CGMs International deals being perpsued = Brazil and India (Kendall appointed a team of global experts) Mike: Mike believes in what Al Mann believed. (Only person fit for MannKind CEO and was the example others followed to quit BP and join MannKind) When will the Standards of Care change? Well, Al Mann believed it would happen several years ago. Now, Kendall, an expert in this field, an Endocrinologist, says he has a moral obligation to help others and to make Afrezza available to the diabetic community (the world). What about the Diabetes Epidemic?  |
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Post by #NoMoreNeedles on May 29, 2018 8:31:44 GMT -5
Wrong: Mike asked for a 1:10 R/S. Matt has been a miserable failure like Hakan, period. There is a reason Mike is now CEO!
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Post by boca1girl on May 29, 2018 8:58:38 GMT -5
Wrong: Mike asked for a 1:10 R/S. Matt has been a miserable failure like Hakan, period. There is a reason Mike is now CEO! I think you meant to say, MATT asked for a 1:10 R/S. I remember hearing that as well but the BOD decided on the 1:5. At the time I also thought the 1:10 would have been better. We came very close to dipping below the $1 level post split. Mathematically, our percentage ownership would have remained the same if it were 1:10 or 1:5. |
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