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Post by dreamboatcruise on Jan 25, 2018 14:57:34 GMT -5
seanismorris So I'm guessing a pic of the Joker dressed as Santa taking a drag on a cigarette from his trach tube would be the making of nightmares With regard to scripts, the meaningful thing would be a sustained upward trajectory of NRx which would show that we are getting a steady increase in prescribing doctors ("writers" as management calls them). “pic of the Joker dressed as Santa taking a drag on a cigarette from his trach tube would be the making of nightmares” + teaching little girls gymnastics = never sleeping again (horrifying) I agree... previously I would have liked to see a “sustained upward trajectory of NRx” it didn’t even need to be that large... But now, if we really are spending ‘massively’ on marketing. We need to see some really impressive numbers. The numbers this year (so far) have been a buzzkill. In the world of pharma, MNKD isn't close to "massive" spending on marketing. Symphony and IMS have data by region. Hopefully MNKD is already (or will soon be) seeing the response to advertising show up in the targeted regions. It would be nice if they were transparent enough to share that... but I'm not holding my breath. If they don't share it... what would that mean. I don't know. If they can't share it, would be nice if they explained that... so as to ease the minds of people like me. Is advertising effective in getting new "writers" on board? or merely in driving patients, who must then jump through the considerable hurdle of finding a doc that is already prescribing Afrezza? These are the sorts of questions I'd love to see discussed openly by management.
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Post by gamblerjag on Jan 25, 2018 14:59:34 GMT -5
Did Al Mann ever provide an estimate of the max market cap for MNKD? I remember a 2.5 billion market cap with sanofi announcement. Actually Pep .. is was more like a 4.25 -4.5 bill m/c when SNY announced. It went to low 50's.. at around 90 mil shares o/.s..
I'm not on desktop or is it dashboard???.. so no reply button.. don't hate!!!
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Post by sportsrancho on Jan 25, 2018 15:04:51 GMT -5
I remember a 2.5 billion market cap with sanofi announcement. Actually Pep .. is was more like a 4.25 -4.5 bill m/c when SNY announced. It went to low 50's.. at around 90 mil shares o/.s..
I'm not on desktop or is it dashboard???.. so no reply button.. don't hate!!!
it’s OK gambler I don’t see any quotes running across the top of the bar either, Lol
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Post by kc on Jan 25, 2018 15:12:55 GMT -5
Next offering to International partner for 15% interest at $20.00 per share. Now that would be a shortSqueeze situation. Who did Mike meet with at JPM Healthcare summit. Every dog has his day and sooner or later so will MannKind Shareholders.
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Post by traderdennis on Jan 25, 2018 15:18:29 GMT -5
I know the standard claim is that Deerfield shorts, then covers with shares it gets from MNKD at a discount. Just to change it up, perhaps Deerfield (or its proxies) manufactured a rally to sell its newly acquired shares into strength this time around? I believe they likely did that in October. It is in Deerfields best interest to provide mannkind with working capital to pay off their $50MM + in loans. So they buy and create a small squeeze, sell their original position and open a short and cover will dilluted shares. MNKD is getting close to their $25MM minimum at the end of the quarter. I would not be surprised to see dillution coming up.
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Post by mytakeonit on Jan 25, 2018 15:41:19 GMT -5
peppy - I remember when the pps went down to 66 cents. I think you talked about getting a wedgy and I got excited and bought a ton at 82 cents.
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Post by alethea on Jan 25, 2018 15:48:37 GMT -5
They don't give a reasonable reason. All up in the air still. any chance the rise is because there are still human beings in America that can still tell the difference between right and wrong?
No. Not in this lifetime. Certainly not on Wall Street.
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Post by esstan2001 on Jan 25, 2018 15:49:41 GMT -5
Next offering to International partner for 15% interest at $20.00 per share. Now that would be a shortSqueeze situation. Who did Mike meet with at JPM Healthcare summit. Every dog has his day and sooner or later so will MannKind Shareholders. 'cause you know, we sure are a motley bunch of hounds.
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Post by thekindaguyiyam on Jan 25, 2018 16:06:39 GMT -5
Transparency is a double edged sword with both investors as well as competition seeing the navigation of MNKD's Management. I'd enjoy some transparency but not at the cost of giving Big Pharma and those who represents Big Pharma like our buddy Cramer/Seeking Alplha & and the Fools talking points for further manipulation.
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Post by peppy on Jan 25, 2018 16:11:44 GMT -5
MNKD Nasdaq real time volume today, 27,070,893 shares. $3.7975*. + 1.1075. +41.17%. www.nasdaq.com/symbol/mnkd/real-timeMNKD Nasdaq summary volume. 38,053,716 shares. www.nasdaq.com/symbol/mnkdshare volume fell off after Europes close. one more thing, usually a Wolfe wave is a change of trend. Just sayin. for instance when the s and p hit 666 in 2009, it came off the bottom with a Wolfe wave.
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Post by thekindaguyiyam on Jan 25, 2018 16:17:43 GMT -5
that's a very astute observation Peppy
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Post by dreamboatcruise on Jan 25, 2018 16:21:12 GMT -5
Transparency is a double edged sword with both investors as well as competition seeing the navigation of MNKD's Management. I'd enjoy some transparency but not at the cost of giving Big Pharma and those who represents Big Pharma like our buddy Cramer/Seeking Alplha & and the Fools talking points for further manipulation. The competition actually has access to data. MNKD I believe has said that IMS data is better but they are going with just Symphony because it's cheaper. Sanofi, Novo and Lilly undoubtedly pay for Symphony and IMS... as well as data on exactly when and where adverts are run by their competitors. It's a bit of a valid point that if transparency would reveal data giving shorts ammo, it is double edged. Though lack of transparency cuts in a negative way too, because it then raises the specter that it likely isn't overly optimistic data, because otherwise it couldn't be exploited by shorts and would thus be revealed. To me it would be a no brainer to show regional data if it were good and could show evidence of a path to profitability... i.e. $X spent on advertising in our trial regions lead to Y% increase in sales, thus if we were to roll out nationally we should achieve profitability in Z months, which means we need to raise $100M to achieve profitability. I think that would give a big boost of confidence to market emboldening longs, not shorts.
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Post by peppy on Jan 25, 2018 16:21:21 GMT -5
that's a very astute observation Peppy I remember calling it. A different board. I am such a braggart.
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Post by mnholdem on Jan 25, 2018 16:22:09 GMT -5
Today was so much fun...let's do it again tomorrow, eh?
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Post by compound26 on Jan 25, 2018 16:32:30 GMT -5
Today was so much fun...let's do it again tomorrow, eh? Here is my thought. Based on what occurred in October, the price will probably consolidate a bit tomorrow. Then during sometime next week, there will another leg up with good volume with a one-day increase of $1 or more. Today's price action in many ways is reminiscent of what occurred on October 5, 2017, which, by the way is also a Thursday. We know what followed. mnkd.proboards.com/post/124389Nasdaq real time volume today, 49,879,664 shares. $4.95 up $1.41. up 39.83%www.nasdaq.com/symbol/mnkd/real-timeThe golden cross will happen tomorrow. stockcharts.com/h-sc/ui?s=MNKD&p=D&b=5&g=0&id=p43042944282 this chart showing the Nasdaq summary volume on the day, 73.7 million. Compare it with today's (January 25, 2018) price action and volume. mnkd.proboards.com/post/136631MNKD Nasdaq real time volume today, 27,070,893 shares. $3.7975*. + 1.1075. +41.17%. MNKD Nasdaq summary volume. 38,053,716 shares. www.nasdaq.com/symbol/mnkdshare volume fell off after Europes close. one more thing, usually a Wolfe wave is a change of trend. Just sayin. for instance when the s and p hit 666 in 2009, it came off the bottom with a Wolfe wave.
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