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Post by akemp3000 on Feb 14, 2018 16:48:39 GMT -5
Recent activity, i.e. Dr. Kendall, Deerfield, new sales team members being added and pps movement, remains a big puzzle with a key piece or two still missing. IMO, Mike C and team are holding the missing piece close to the vest but used it to entice Dr. Kendall to jump ship from Lilly and join Mannkind. A swag guess is that it has to do with knowledge of the STAT study results and forthcoming plans for new and much stronger TV ads. This could also be used to raise funds by enticing a major player that first wanted Deerfield out. This would be easy for a cash strong BP to pull off since Deerfield's not really in the business to invest and hold anyway. Mike also knows a bigger sales force is needed and said months ago that he wanted one or more partners. This would also explain why Mike felt comfortable enough to boldly critique insurance. I have confidence Mike knows how to play the game. Just my guess. Anyone can play.
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Post by traderdennis on Feb 14, 2018 17:13:57 GMT -5
Recent activity, i.e. Dr. Kendall, Deerfield, new sales team members being added and pps movement, remains a big puzzle with a key piece or two still missing. IMO, Mike C and team are holding the missing piece close to the vest but used it to entice Dr. Kendall to jump ship from Lilly and join Mannkind. A swag guess is that it has to do with knowledge of the STAT study results and forthcoming plans for new and much stronger TV ads. This could also be used to raise funds by enticing a major player that first wanted Deerfield out. This would be easy for a cash strong BP to pull off since Deerfield's not really in the business to invest and hold anyway. Mike also knows a bigger sales force is needed and said months ago that he wanted one or more partners. This would also explain why Mike felt comfortable enough to boldly critique insurance. I have confidence Mike knows how to play the game. Just my guess. Anyone can play. You are giving far too much weight and credit for Deerfield leaving. I Iam more convinced they were part of the pump and dump last October. I think it is just as likely we are starting to see another pump and dump to raise funds. |
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Post by mannmade on Feb 14, 2018 18:08:59 GMT -5
Actually I would not put too much into Deerfield holding no stock as the still hold a lot of debt and will likely be paid in future stock. So am not sure there is much to say about the current status of Deerfiled. Also it is likely that anyone holding their shares has the opportunity to short or loan the shares out so all paas through for me.
As for your other notes above I share your thought that something is up but I am not sure what. Seems like Mnkd has hired quite a few people lately including Dr. K and with a cash infusion needed by end of March or so it woud seem this next one will have to be more than the last few which have been stop gaps of 5-6 months. Otherwise why would Dr. K give up his job at Lilly for such a speculative opportujity? Just my thoughts...
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Post by dreamboatcruise on Feb 14, 2018 18:15:02 GMT -5
Actually I would not put too much into Deerfield holding no stock as the still hold a lot of debt and will likely be paid in future stock. So am not sure there is much to say about the current status of Deerfiled. Also it is likely that anyone holding their shares has the opportunity to short or loan the shares out so all paas through for me. As for your other notes above I share your thought that something is up but I am not sure what. Seems like Mnkd has hired quite a few people lately including Dr. K and with a cash infusion needed by end of March or so it woud seem this next one will have to be more than the last few which have been stop gaps of 5-6 months. Otherwise why would Dr. K give up his job at Lilly for such a speculative opportujity? Just my thoughts... It would seem that the restriction on the amount of stock that can be issued within a six month period without explicit shareholder approval would limit them to doing another stopgap. I'm basing this on what others have posted here... not my area of expertise. |
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Post by xanet on Feb 14, 2018 18:28:44 GMT -5
Actually I would not put too much into Deerfield holding no stock as the still hold a lot of debt and will likely be paid in future stock. So am not sure there is much to say about the current status of Deerfiled. Also it is likely that anyone holding their shares has the opportunity to short or loan the shares out so all paas through for me. As for your other notes above I share your thought that something is up but I am not sure what. Seems like Mnkd has hired quite a few people lately including Dr. K and with a cash infusion needed by end of March or so it woud seem this next one will have to be more than the last few which have been stop gaps of 5-6 months. Otherwise why would Dr. K give up his job at Lilly for such a speculative opportujity? Just my thoughts... It would seem that the restriction on the amount of stock that can be issued within a six month period without explicit shareholder approval would limit them to doing another stopgap. I'm basing this on what others have posted here... not my area of expertise. My understanding is that a non-public offering below market value cannot be for more than 20% of the total existing voting shares without shareholder approval, but approval does not need to happen prior to setting up the transaction. It can be structured such that less than 20% goes through, and the remaining shares above the 20% then have to be approved, or that part of the transaction falls through. I imagine there are other ways to structure it as well. Also not my area of expertise. |
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Post by sayhey24 on Feb 14, 2018 19:44:37 GMT -5
Recent activity, i.e. Dr. Kendall, Deerfield, new sales team members being added and pps movement, remains a big puzzle with a key piece or two still missing. IMO, Mike C and team are holding the missing piece close to the vest but used it to entice Dr. Kendall to jump ship from Lilly and join Mannkind. A swag guess is that it has to do with knowledge of the STAT study results and forthcoming plans for new and much stronger TV ads. This could also be used to raise funds by enticing a major player that first wanted Deerfield out. This would be easy for a cash strong BP to pull off since Deerfield's not really in the business to invest and hold anyway. Mike also knows a bigger sales force is needed and said months ago that he wanted one or more partners. This would also explain why Mike felt comfortable enough to boldly critique insurance. I have confidence Mike knows how to play the game. Just my guess. Anyone can play. I sure hope Mike knows a lot more about deals soon to be announce or I among others will be very very sad. As far as Dr. Kendall, he has been following afrezza for years. Al Mann knew everyone in the diabetes community and when someone like Al plows $1B of his own money into it either the guy lost his marbles or he really had something. That crazy old guy had a whistle in his pocket everywhere he went. The first trials started about 10 years ago. Al ran over 60. Mike made reference in a recent video interview saying "over 50". It was never clear to me until recently Mike was aware of all the studies. Clearly he did not read or understand them as he also made reference to Alan Marcus talking about alpha cells being blocked which was based on the 118 trial. At this point I would be shocked if Dr. Kendal has not reviewed in detail each of those studies. IMO, nothing which Al Mann did not already know is going to come out of the STAT study. There is only one thing which allows the cells to use the glucose in the blood and thats insulin. Add it at meals and stop the spike along with the CGM and its a slam dunk. While the "Medical Community" may be shocked by the STAT results I doubt most on this board will be and Dr. Kendall will not be. You want the reason for the rise since last week, one name, Dr. David Kendall. He restores the credibility to Mannkind it lost two years ago and because of his "youth" and positive relationships in the community he probably takes MNKD's credibility beyond what it was with Al. With Dr. Kendall, Mannkind is not only back in the game they could have become the favorite in the game. What's that worth in pps? It sure is not $4 in a $60B market. |
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Post by slugworth008 on Feb 14, 2018 22:31:31 GMT -5
Recent activity, i.e. Dr. Kendall, Deerfield, new sales team members being added and pps movement, remains a big puzzle with a key piece or two still missing. IMO, Mike C and team are holding the missing piece close to the vest but used it to entice Dr. Kendall to jump ship from Lilly and join Mannkind. A swag guess is that it has to do with knowledge of the STAT study results and forthcoming plans for new and much stronger TV ads. This could also be used to raise funds by enticing a major player that first wanted Deerfield out. This would be easy for a cash strong BP to pull off since Deerfield's not really in the business to invest and hold anyway. Mike also knows a bigger sales force is needed and said months ago that he wanted one or more partners. This would also explain why Mike felt comfortable enough to boldly critique insurance. I have confidence Mike knows how to play the game. Just my guess. Anyone can play. You are giving far too much weight and credit for Deerfield leaving. I Iam more convinced they were part of the pump and dump last October. I think it is just as likely we are starting to see another pump and dump to raise funds. I will take another pump - So I can dump....and pop back in with more shares after the dust settles. Which it will IMO. Fool me once...... |
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Post by kc on Feb 14, 2018 22:38:35 GMT -5
Will it be a pump or the real thing? I guess if it’s a planned sale like last October then it’s a planned pump and I hopefully would be smart enough to sell. Then rebuy after the dump.
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Post by ptass on Feb 14, 2018 22:39:48 GMT -5
I'm concerned with the worst case scenario; Mnkd files chapter 11 and hands the company over to Deerfield as debtor in possession. This really wasn't on my mind until I read Deerfield and possibly the Mannkind Foundation sold all of their shares. What I can't understand is why the stock price is moving up. I pray Mike has something up his sleve.
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Post by akemp3000 on Feb 14, 2018 22:50:31 GMT -5
I'm concerned with the worst case scenario; Mnkd files chapter 11 and hands the company over to Deerfield as debtor in possession. This really wasn't on my mind until I read Deerfield and possibly the Mannkind Foundation sold all of their shares. What I can't understand is why the stock price is moving up. I pray Mike has something up his sleve. No worries. If this had any possibility at all, Mike C would have disclosed this to Dr. Kendall and he would have NEVER left Lilly. Dr. Kendall joining Mannkind is "almost" proof that Mike has something up his sleeve. |
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Post by mnkdfann on Feb 14, 2018 23:13:06 GMT -5
I will take another pump - So I can dump....and pop back in with more shares after the dust settles. Which it will IMO. Fool me once...... I placed an order to sell half of what I have left today for $3.50. Tomorrow, I'll do the same (though I might start with an order to sell at $3.75 and adjust, depending on how the market is behaving). Unless scripts jump crazy this week, I expect we'll be back around $2.60 again soon enough. Kendall hire notwithstanding. |
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Post by nylefty on Feb 14, 2018 23:16:45 GMT -5
I'm concerned with the worst case scenario; Mnkd files chapter 11 and hands the company over to Deerfield as debtor in possession. This really wasn't on my mind until I read Deerfield and possibly the Mannkind Foundation sold all of their shares. What I can't understand is why the stock price is moving up. I pray Mike has something up his sleve. No worries. If this had any possibility at all, Mike C would have disclosed this to Dr. Kendall and he would have NEVER left Lilly. Dr. Kendall joining Mannkind is "almost" proof that Mike has something up his sleeve. People do leave jobs because they can't stand working for their immediate superior. Case in point: Me. |
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Post by rockstarrick on Feb 14, 2018 23:34:12 GMT -5
Will it be a pump or the real thing? I guess if it’s a planned sale like last October then it’s a planned pump and I hopefully would be smart enough to sell. Then rebuy after the dump. I strictly hold my core position, or the least amount of shares I would want to own if something big were to happen, and I trade a completely different set of shares around that core. Believe me, when the $h-t hits the fan, the RockStar will be as in as I have always planned !! Nobody gets my core position, not 1 share Thats just how I roll. 🎸😎 |
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Post by mytakeonit on Feb 15, 2018 0:24:42 GMT -5
I will take another pump - So I can dump....and pop back in with more shares after the dust settles. Which it will IMO. Fool me once...... I placed an order to sell half of what I have left today for $3.50. Tomorrow, I'll do the same (though I might start with an order to sell at $3.75 and adjust, depending on how the market is behaving). Unless scripts jump crazy this week, I expect we'll be back around $2.60 again soon enough. Kendall hire notwithstanding. Sounds like a good plan ... go for it !!! See ya LATERZ ... |
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Post by traderdennis on Feb 15, 2018 0:37:47 GMT -5
You are giving far too much weight and credit for Deerfield leaving. I Iam more convinced they were part of the pump and dump last October. I think it is just as likely we are starting to see another pump and dump to raise funds. I will take another pump - So I can dump....and pop back in with more shares after the dust settles. Which it will IMO. Fool me once...... I am long 1600 shares too looking for a pop. |
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