Dartman
Newbie
Posts: 24
Sentiment: Way Too Long
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Post by Dartman on Dec 18, 2017 15:02:52 GMT -5
Yes. The timing of the flurry of SO articles and comments along with the LFD hit piece that only looks backward is a reminder of the phrase, "Methinks thou does protest too much". This might just be the end-of-the-year, grand finale attempted take down only to be followed by the expected big rise in scripts and some good partnership and international announcements. May the best team win! Yes akemp, it "wreaks" of desperation with a vengeance!! Perhaps they feel they have been wronged by MC and his stepping in and executing, especially the equity raise in October, seems like there is an unhappy contingent along with that record short interest that was hanging out there at the end of November, yeah just a coincidence you see 5 count them 5 articles in one week, deletions of truthful posts, etc. wreak rēk/Submit verb 3rd person present: wreaks cause (a large amount of damage or harm). "torrential rainstorms wreaked havoc yesterday" synonyms: inflict, bestow, mete out, administer, deliver, impose, exact, create, cause, result in, effect, engender, bring about, perpetrate, unleash, let loose, vent; formaleffectuate "the damage this storm has wreaked is inestimable" inflict (vengeance). "he was determined to wreak his revenge on the girl who had rejected him" archaic avenge (someone who has been wronged). "grant me some knight to wreak me for my son" Or maybe "reek" works better... noun 1. a strong, unpleasant smell. 2. vapor or steam. verb (used without object) 3. to smell strongly and unpleasantly. 4. to be strongly pervaded with something unpleasant or offensive. 5. to give off steam, smoke, etc. 6. to be wet with sweat, blood, etc. verb (used with object) 7. to give off; emit; exude. 8. to expose to or treat with smoke.
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Post by sportsrancho on Dec 18, 2017 15:13:10 GMT -5
There is a huge difference between Michael K., Nate, and Spencer! Michael K and Nate make their living in the market. Spencer is just a paid SA author and makes his living doing something else. ( The big-time shorts and the little time shorts follow him. Otherwise Michael K wouldn’t even acknowledge him.) Nate and Michael have seen this play out hundreds of times before in the biotech industry. They are in a better position to know. Someone did get Spencer to say that the stock could go down to $2 or spike to $5:-) Sports, you know the regard in which I hold you and the respect I have for all the hard work and time you put in for the benefit of all longs and for PWD. But, as between MK's call for $10 by end of the year and SO call of $2, which is more likely to come true? I will admit to being in a giant haze of disgust with the share price over the last two trading days. It looks to me like we’re going to come in flat. It’s my speculation that the $10 price target was a speculation on his part about M&A. Price targets are a dime a dozen, I tend to take them with a grain of salt. Unless of course they line up with my own:-)) As Nate’s does. I’ve been waiting for Citibank to get to $90 for two years now. Quite a few high quality analysts upgraded it to that. But it will get there:-)
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Post by joeypotsandpans on Dec 18, 2017 17:00:00 GMT -5
Joey, I can only imagine the conversation you and Spiro must have had. But I know there was more than koolaid being imbibed. We were thinking how valuable Afrezza was so in the bitcoin context let me explain, see Spiro had rec'd some 8 unit cartridges over a year ago which he had in his refrigerator. As circumstance would have it, he doesn't have a need for 8 unit cartridges as he only requires 4 unit ones when dosing (I'm so envious of that btw as for him 4 units has maintained his consistent 6.1) so he brought the 8 unit ones that he wasn't going to use and was thoughtful enough to give them to me. I placed a high value on what that meant to me so in turn that is how Spiro paid for his dinner, he couldn't have done that with Bitcoin as I don't believe the restaurant accepts it at this time. However, I was so grateful for this thoughtfulness and taking the time to remember to bring the 8 unit cartridges and what that meant for me until my coverage kicks in Jan. with Express Scripts I had to barter with picking up dinner ....he keeps insisting it wasn't necessary but I got way the better of the trade IMO !!!!
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Post by mnholdem on Dec 18, 2017 17:03:02 GMT -5
Cream rises to the top. Spiro is a class act.
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Post by dreamboatcruise on Dec 18, 2017 17:16:34 GMT -5
There is a huge difference between Michael K., Nate, and Spencer! Michael K and Nate make their living in the market. Spencer is just a paid SA author and makes his living doing something else. ( The big-time shorts and the little time shorts follow him. Otherwise Michael K wouldn’t even acknowledge him.) Nate and Michael have seen this play out hundreds of times before in the biotech industry. They are in a better position to know. Someone did get Spencer to say that the stock could go down to $2 or spike to $5:-) Nate has always seemed authentic. I wouldn't put this Michael guy in the same category. He comes across as someone trying to manipulate price. Though if he really believed most of what he has been spinning, I wouldn't view that as a positive as that would indicate he's out of touch with reality.
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Post by akemp3000 on Dec 18, 2017 19:24:11 GMT -5
Nate Pile and Michael Kovacocy are big picture guys who are positive about Mannkind's future and don't really worry so much about the pps today and the low level fluctuations that are occurring. Spencer Osborne and LFD seem to be more focused on past history and every fluctuation that occurs. Their supporters seem to be traders more than investors and sure enough, they currently own the bragging rights. The tide can change very quickly though. In early 2018 we'll learn which, in hindsight, had the better vision...IMHO
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Post by dreamboatcruise on Dec 18, 2017 19:45:14 GMT -5
Nate Pile and Michael Kovacocy are big picture guys who are positive about Mannkind's future and don't really worry so much about the pps today and the low level fluctuations that are occurring. Spencer Osborne and LFD seem to be more focused on past history and every fluctuation that occurs. Their supporters seem to be traders more than investors and sure enough, they currently own the bragging rights. The tide can change very quickly though. In early 2018 we'll learn which, in hindsight, had the better vision...IMHOIsn't there a third possibility, which is that we get through early 2018 with further slow increase in scripts, some dilution from Deerfield debt and share price neither cratered nor spiked... leaving it still unclear whose "vision" will eventually prevail? I assume you aren't someone that will give up on your vision of MNKD even if nothing astounding happens early in 2018. I wouldn't. It seems like we've all been hoping that clarity is right around the corner for many years now. My thinking is that meaningful change in insurance coverage will be necessary to really turn the tide, and it appears that this isn't happening in early 2018.
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Deleted
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Post by Deleted on Dec 18, 2017 19:56:19 GMT -5
akemp3000 "Spencer Osborne and LFD seem to be more focused on past history" There is a vast difference between Osborne and LFD: Osborne models scripts and and cash-burn fairly accurately while LFD tries to obfuscate issues. Example, the latest LFD article compares initial Afrezza scripts to Exubera; complete nonsense. Osborne continues his harsh criticism of Mannkind because of the lack of cash; a criticism possibly deserved of management.
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Deleted
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Post by Deleted on Dec 18, 2017 20:05:51 GMT -5
I should have written : a deserved criticism of previous management.
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Post by joeypotsandpans on Dec 20, 2017 19:34:42 GMT -5
I wrote the following which Spencer had deleted asking if he would do the same wager he proposed to MK regarding his conflict of interest in owning ARNA and writing with a non bias regarding MNKD. In SA's dispute policy they actually state: If the dispute is beyond the scope of our team to research, we will confer with the author to decide on next steps. At all times, the disputant is free to voice his dispute in the article's comments, here is what I posted in regards to Spencer's attempt to say he does not have any conflict of interest with regard to disclosure:
Are you still currently long ARNA? Is ARNA in trials on a treatment for PAH? Has MNKD disclosed both publicly and through exhibits that their next application targets PAH and that they have held talks/discussioins with the FDA regarding same? If in fact this is the case, regardless of your opinion, can the question of conflict of interest be brought up regarding authoring articles on a company that is potentially going to compete with a company whose equity you own? These are legitimate questions and talking points. You have stated that you do not believe that there is a conflict of interest, others may logically disagree based on the very nature that there definitely could be.Would you wager similarly with what you suggested to Kovacocy that if you asked attorneys if it could be argued that there is logically that potential that you would get varying degrees of affirmation. The very distinct possibility that a conflict of interest could come into question, and has, based on same in and of itself could raise doubts about the motivation of your articles. Other than you claiming it's sensationalism is there anything I just wrote that can be denied? To the SA moderators, this is in direct response to the authors comment above and very much on subject in response to that comment as it definitely could bring motive into question.
Perhaps one of you who have a twitter account and/or facebook account (I have neither) may want to send to MK and have him call Spencer out on it, there is a blatant conflict of interest in writing about a company that is planning on it's next product which will potentially compete directly with a product in a company of which he owns. In the meantime I will contact the editors of SA to have them question him about the facts regarding same. TIA
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Post by nylefty on Dec 20, 2017 19:44:41 GMT -5
Perhaps one of you who have a twitter account and/or facebook account (I have neither) may want to send to MK and have him call Spencer out on it, there is a blatant conflict of interest in writing about a company that is planning on it's next product which will potentially compete directly with a product in a company of which he owns. In the meantime I will contact the editors of SA to have them question him about the facts regarding same. TIA MK posts on LinkedIn. He's not active on Facebook or Twitter.
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Post by joeypotsandpans on Dec 21, 2017 16:04:59 GMT -5
I posted the following today and of course it was deleted, it doesn't allege or insinuate anything other than asking the author some black and white questions regarding his comment about swearing he has no conflict of interest. This is an easy softball toss for anyone that wants to directly address this question to him. Unless he has unloaded his position in ARNA which he has not stated he has rather just avoids the issue by hitting whatever button it is that autobots the deletion. For those of you that don't think it is important think again, he is writing articles with regularity claiming there is no conflict of interest, these articles are picked up on the news feed under MNKD's ticker symbol. He needs to address the issue rather than run from it and cry that he is being stalked or black mailed lol....anyone with a linkedin acct. should forward to Kovacocy to call him out on it. This is pretty much the only social media platform that I am a member of regarding MNKD. I will not use my business platforms and mix with personal use.
Posted earlier in response to Osborne's comment regarding disclosure and conflict of interest:
Can you disclose whether you are long any stocks which are in trials with a potentially competing drug in trials that MNKD has disclosed is their next technosphere application regarding pulmonary arterial hypertension? Do you believe it is in the best interest of your readers to know that fact and you should disclose same? This is in direct response to your comment regarding disclosures above, TIA.
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Deleted
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Post by Deleted on Dec 21, 2017 19:14:22 GMT -5
joeypotsandpans I am not sure if this makes a difference but MannKind is applying Technosphere to an approved PAH drug ; Arena is developing a new PAH medication.
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Post by joeypotsandpans on Dec 21, 2017 19:55:53 GMT -5
joeypotsandpans I am not sure if this makes a difference but MannKind is applying Technosphere to an approved PAH drug ; Arena is developing a new PAH medication. Kastanes, makes no difference, if they are both working on a treatment for the disease it makes them competitive with one another, in fact, the indication was that the FDA gave a surprisingly positive response according to what was stated in the conference call by MNKD. Either way, the point of the discussion and inquiry to Osborne is that if he is long an equity that is currently in trials for a drug to treat PAH and knowing that is the next application that MNKD said they plan on making, would it be ethical to disclose same rather than avoiding the question of an inherent possible bias? Instead he continues to run from the topic by having my comments which raise that very question deleted. Why not have a professional approach and address it, instead he mentioned it is ridiculous in generality and instead accused me of stalking and blackmailing him lol...sorry but every time I think of that comment it makes me laugh. He claims it is "distracting" and "off topic" but it is absolutely pertinent when he states he has no conflict of interest with regard to MNKD. He claims it is insinuating bad faith on his part, yet, he makes much bigger insinuations regarding Mike C's motives and actions, you can't have it both ways, make sense to you now?
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Post by Deleted on Dec 22, 2017 2:10:18 GMT -5
Osborne has mentioned to me, several times, he has no long or short position in Mannkind. People are of the opinion that his articles influence share price. While he may influence some retail investors, I doubt institutions would be.
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