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Post by trenddiver on Nov 5, 2015 22:28:46 GMT -5
We'll see what tomorrow brings. All Sanofi has to do is say anything reasonably positive and MNKD could rebound sharply on Friday but I think a rebound would more likely happen on Monday. And, since there are certain investors who could buy a lot of shares on Sunday in Tel Aviv, there is a possible scenario where MNKD opens on the NASDAQ over $5 or $6 on Monday. Of course, holding that price may be a challenge since shorts seem willing to pay any price betting that MannKind will fail. I'm not saying that this will happen, only that it is within the realm of possibilities... Dreamin'!!
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Post by trenddiver on Oct 30, 2015 16:56:59 GMT -5
trenddiver please see mnholdem 's posts earlier today and please stop calling us stupid. Insurance takes time. Insurance companies in the US consume at least 25% of the health care budget, the proverbial "blood from a turnip" sometimes to meet the special needs of many diabetics who have been human pincushions for many years.... Afrezza is a superior medication though the labeling does not yet reflect the superiority. Happy halloween and don't give any candy to the Fauerstein monsta .... please! I was just kinda quoting Bill Clinton. Not directed to anyone, except maybe me.
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Post by trenddiver on Oct 30, 2015 16:49:44 GMT -5
No, I am not calling any one stupid. First let me say, "I know very little about this topic". Next to getting FDA approval, there is NO more important task that must be accomplished than getting on these insurance formularies. Why, because most sick or diseased patients don't pay for their prescriptions, its the insurance company or health care provider that pay. So I took a look at the detailed formulary list at FormularyLookup.com and was almost flabbergasted to see how many insurance problems DO NOT cover Afrezza. And I think its not a slam dunk getting on these formularies and achieving a Tier level which makes Afrezza affordable to diabetics. From what I am learning, there are all kinds of games being played by these drug companies to get preferred or exclusive placement of their drugs including big discounts and who knows what other trade-offs.
Mannkind is a one drug company. Sanofy has many many drugs. I wonder how hard Sanofy is pushing to get formulary coverage. Is Sanofy in a conflict of interest situation with respect to Afrezza considering they don't want to piss off these drug plans with respect to their other more important drugs. Are these exclusive placement agreements freezing out Afrezza and Sanofy doesn't want to push hard to undo these because maybe they have their own exclusive arrangements? Are these kind of agreements anti-trust violations or restraints of trade because consumers are the ones who are unable to get freedom of choice?
I'm sure there is a lot more to say on this topic and a lot of nuances, but like I said, "I know very little". But I do know this, it is a big daunting task that needs to be accomplished right now.
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Post by trenddiver on Oct 29, 2015 13:36:32 GMT -5
This discussion is just another example of confusion resulting from less than lucid communication on the part of MNKD management. Avo, My thoughts about management are no secret on this board. However I did take the opportunity (based on one of the posters suggestions) to send an email to Matt and I can report he was responsive to my questions and concerns. Although many on this board are concerned about what is being said and what is not being said by management, I'm concluding that Matt and Hakan are more than extremely careful about what is said in a public setting particularly in dealing with proprietary information and strategies. A lot of very important stuff is going on right now and I'm sure management doesn't want to make any mistakes. I'm hoping that Matt and Hakan can be a little more informative on the next conference call. Trend
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Post by trenddiver on Oct 29, 2015 9:30:33 GMT -5
Q2 2015 CC: Matt -- Within MannKind, employees are not allowed to hold shares in an account where they can be lent, which certainly means shares must be held in a cash account, not a margin account.
Like I said, Matt did not say employees could not lend their shares. There is a big difference between what Matt said and an unequivocal statement which says that insiders and employees are not permitted to lend their shares. And even if there was such a policy, how could it be enforced. Unless management somehow had control over or copies of employee or insider brokerage statements, management would have no idea whether an insider or employee is lending their shares. My suggestion that Al may be lending his shares or may have lent his shares is speculation on my part but not random speculation as suggested by jpg. trend I received an answer from Matt regarding this topic. He said that Mannkind's insider trading policy prohibits the lending of shares by insiders. Trend
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Post by trenddiver on Oct 18, 2015 17:42:57 GMT -5
Q2 2015 CC: Matt -- Within MannKind, employees are not allowed to hold shares in an account where they can be lent, which certainly means shares must be held in a cash account, not a margin account.
Like I said, Matt did not say employees could not lend their shares. There is a big difference between what Matt said and an unequivocal statement which says that insiders and employees are not permitted to lend their shares. And even if there was such a policy, how could it be enforced. Unless management somehow had control over or copies of employee or insider brokerage statements, management would have no idea whether an insider or employee is lending their shares. My suggestion that Al may be lending his shares or may have lent his shares is speculation on my part but not random speculation as suggested by jpg. trend
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Post by trenddiver on Oct 18, 2015 16:49:09 GMT -5
Q2 2015 CC: Matt -- Within MannKind, employees are not allowed to hold shares in an account where they can be lent, which certainly means shares must be held in a cash account, not a margin account.
Are you saying that you cannot lend shares held in a cash account?
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Post by trenddiver on Oct 18, 2015 16:22:52 GMT -5
Didn't Matt make it clear at a recent conference call that no company employee is permitted to short MNKD stock or have shares in any account that allows the shares to be loaned? I simply don't believe that Matt would be that disengenuous to make such a statement if the Chairman of the Board were doing otherwise. Sorry, but I don't buy into the popular bash against Al or MNKD management. Silence does not imply complicity, IMHO. I don't believe Matt ever said that employees couldn't lend shares. If you have such a statement from Matt, please provide the link Or CC date. trend
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Post by trenddiver on Oct 15, 2015 21:20:23 GMT -5
Yeah Al owns 40% and over 50% of shares are shorted. Not making any conclusions here, just saying, if Al wanted a squeeze, Al could get one. Likewise with Sanofi. We need to get Lizbeth Salander involved... Since Al does have such a large interest, would it be possible that he may have "shorted against the box" to reduce the risk of serious loss? This thought has been well discussed in the past. The short answer is NO. However he may have lent his shares and grabbed the high rate interest. trend
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Post by trenddiver on Oct 15, 2015 21:06:59 GMT -5
I know enough to know that MNKD believes they have caught someone in foul play, but would someone kindly translate for those of us who aren't savvy with investment jargon? What is your post supposed to mean? trend
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Post by trenddiver on Oct 14, 2015 2:19:35 GMT -5
D
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Post by trenddiver on Oct 13, 2015 19:10:29 GMT -5
I'm surprised you didn't recognize my sarcasm there? I completely agree with you, I was alluding to the posts to come from management believers. I can't imagine that anybody didn't recognize your sarcasm. It's obvious to me that you joined this board to bash, bash, and bash again. What's not to bash? Lack of transparency, poor choices by Big Al of executives to manage the company's activities, the success or failure of your main product is in the hands of someone else, management unable to explain to investors what is going on, net cash outflow every day, sales are pitiful. Shall I go on? Nah I'll stop. I hope Big Al is a concerned investor and ready to move and groove. Trend
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Post by trenddiver on Oct 7, 2015 18:21:11 GMT -5
So let's look at recent history. June 03, 2015 - Jefferies 2015 Global Healthcare Conference; PPS opened at $5.25 closed at $5.54 Volume - 8,701,000 June 10, 2015 - Goldman Sachs 36th Annual Global Healthcare Conference; PPS opened at $6.75 closed at $6.11 Volume 22,370,500 June 24, 2015 - JMP Securities Life Sciences Conference; PPS opened $5.89 and closed at $5.85 Volume 3,316,100 My guess is that what is presented tomorrow will have little impact on share price. The real movers are the earnings calls. I think you need to look a couple of days after the presentation. That's when the short side journalists make mincemeat out his what he says. trend
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Post by trenddiver on Oct 7, 2015 18:16:43 GMT -5
If history is a guide, I would look for a pretty sizable selloff, as that usually happens after Matt gives a presentation or issues a statement. You can almost bank on it. trend
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Post by trenddiver on Oct 7, 2015 8:37:40 GMT -5
Just kinda taking a poll. Will the share price be higher or lower after Matt's presentation? I say - lower -10% lower.
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