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Post by mindovermatter on Nov 11, 2015 11:57:08 GMT -5
Company with my name, technology, and patents... Here ya go. My life's work down the drain. I have so much else to live for and do with my money. Here ya go SFY! I'll just go die. Doubt it. You're relying on a mans ego as your plan for your investment? Like it or not, I think AL Mann is a smart enough business man to know when to hold'm and know when to fold'm. He knows this company needs a ground up restructuring and the current management has designed the business plan for failure. Then Al would need to fire himself as he is still Chairman and what we are seeing with the company to date is all his guidance. What we don't know is what is going on behind the scenes. The stock action might not be indicative at all with what is really going on. On the flip side, there could also be real panic at Mannkind HQs because their plan to fund themselves just appeared to dissolve in front of their eyes if the news is true. |
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Post by mindovermatter on Nov 11, 2015 11:53:29 GMT -5
Just bought more. Even if these shares are sold on the open market, the price is now baked in. We will raise less than we need for the next five quarters, but we just need time. At this price, we all can afford to buy in and REFUSE TO LEND OUR SHARES! Assuming the news today is true about TASE not allowing their index funds to purchase MNKD shares, share lending should be the least of your concerns right now. |
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Post by mindovermatter on Nov 11, 2015 11:13:01 GMT -5
How do the shorts get information before we do? Bloomberg terminals with instant messaging. |
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Post by mindovermatter on Nov 11, 2015 11:05:37 GMT -5
So can the shorts find 50 million shares to cover or whatever the ETF's need? (Anderson puts on tin foil hat) Maybe this is Al's master plan, indirect stock manipulation while trying to look like he was doing the right thing. So they cant issue the shares due to a technicality, ETF's buy and drive the price up this Sunday, then they fix the glitch and offer unrestricted shares next week at a higher price. ( tin foil hat off). I don't think that is the case. But it will be interesting to see what happens now. Wishful thinking on your part. The company has never done a thing to fight the manipulation that we know of. I doubt it will now. It's job is to try and make Afrezza a success and to issue more TS drug candidates. |
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Post by mindovermatter on Nov 11, 2015 11:02:27 GMT -5
Looks like the argument that the TASE would help the stock just blew up in our faces. The company is starting to look like Wile E Coyote falling down a cliff. And the sad thing is we most likely won't hear a thing from management. IF the news being reported is false, will the SEC or anyone even investigate it?
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Post by mindovermatter on Nov 10, 2015 17:30:48 GMT -5
I've been following Sanofi studies with a great deal of interest (as I keep on posting about to often limited interest!). That yet to be started 8000 patient study that analysts (and yes even now AF...) picked up on yesterday could be a money pit if done randomized and comparatively to standard of care. This study could show beyond any doubt that Afrezza is superior to standard of care if set up right. Sanofi is setting up a 500 (not 5000 and certainly not 8000) patient study looking at PCSK9 modulation in diabetics (and using Afrezza as a prandial insulin): NCT02585778. This PCSK9 study is good but the real deal will be the 8000 patient study which (from what I can tell) is to be a true randomized 5 year trial (and not simply a case controlled follow up of patients on Afrezza. I may be wrong on this though (and the difference in $ price is huge). The status seems to still be in negotiations with the FDA right now so who knows how (and if) this will be done. Some other studies Sanofi is or will be recruiting for Toujeo: A "Real World" Trial to Determine Efficacy and Health Outcomes of Toujeo (ACHIEVE CONTROL REAL LIFE STUDY PROGRAM): NCT02451137 Comparison of MyStar DoseCoach to Routine Titration in Adult Patients With Type 2 Diabetes Mellitus Using Toujeo (AUTOMATIX) Study of Two Titration Algorithms With Insulin Glargine 300 Units/mL in Type 2 Diabetes Mellitus Patients (TITRATION) For Lixisenatide: Effect of Lixisenatide on Postprandial Plasma Glucose Compared to Sitagliptin in Combination With Insulin Glargine Look at how many patients in these trials compared to the #s for Afrezza trials so far. Do you think Sanofi will start a randomized control trial in 8000 patient trial for Afrezza? Really? Could this not be why January 1st was used as a cut off date for 'notice'? After seeing that Safofi investor conference I have my doubts. I think that with this requirement the FDA hurt us as much as bad financing decisions by Mannkind. As a side note this is the type of trial that I would have hoped Afrezza to be involved in: Efficacy Study of Liraglutide vs.Sitagliptin vs. Glargine on Liver Fat in T2DM Subjects (LIGHT-ON): NCT02147925 Very cool. Not industry sponsored and it will possibly answer some very exiting questions (that I think Afrezza would have been well placed to participate in). To those who think I am bashing I am simply stating what I now believe and I now am invested in Mannkind accordingly. In the past, has Sanofi had to do such a long term trial with as many patients as is being requested for Afrezza? And is it possible that the negotiations with the FDA for this 5 year trial might include a reduction in the number of participants? |
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Post by mindovermatter on Nov 10, 2015 15:54:05 GMT -5
And your point is what? He maintains his Strong Buy under $5 and Buy under $8. As I said, he recommends this stock as a long-term investment. His newsletter is for investors like me, not traders like so many on this board. Point is I feel for those who bought there. Nate is no where near perfect and the jury is still out if he'll be right about Mannkind. So far, the vast majority of people on this board are in the red. Let's hope there is some good news but there doesn't seem to be any positive catalysts coming in 2015. Biotechnology is riddled with good drugs that went no where because of mismanagement. Right now, Mannkind is falling into that category. 2016 is going to be a very pivotal year for Mannkind. I think we can agree on that. |
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Post by mindovermatter on Nov 10, 2015 15:36:28 GMT -5
I got into MNKD on the advice of Nate Pile, who has an outstanding record as a stock picker and who is a strong believer in the long-term prospects for this stock. In an email to his subscribers this afternoon he said, "I find the current price to be extremely attractive." Sounds good to me. Back in May he wrote: MNKD is a strong buy under $5 and a buy under $8. www.notwallstreet.com/nates-notes-latest-blog-entries/ |
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Post by mindovermatter on Nov 10, 2015 15:25:13 GMT -5
Here's my positive thoughts. 1. We have reached a critical mass of either disillusioned or otherwise motivated investors both on this board and in the MNKD ecosystem in general which is a strong buy signal. 2. MNKD and SNY know that this next year is a critical time and they seem to be taking steps to really increase the marketing and sales of Afrezza. 3. There is definitely a floor at which the intellectual property and assets of MNKD will be snapped up by someone. 4. For the next year the upside is far greater than the downside due to the above factors. 5. (just for grins) The market crash is coming and bashers will have plenty of other stocks to worry about tanking than little ole' MNKD  Right now the SP is such that the IP is worth more than market cap. If some other top 30 pharma were to throw out a bid for a few billion, they are still getting a deal. Could be an interesting play to get game changing technology and bust Sanofi's chops a bit in the process and force their hand. Although once the bid hits the tape, SP will pop. What is the IP worth in you estimation? |
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Post by mindovermatter on Nov 10, 2015 15:17:57 GMT -5
But you said yourself earlier you have no horse in this race. You bowed out so your money isn't at stake, you just really violently want to see MNKD succeed and are vociferously attacking the company, the management, and the marketing partner in order to do so? At that time I didn't have a horse in the race, I do have a stake in it now, in a moment of of weakness I got back in at $3.30. Can any of you agree that if mnkd were successful (making sales and money) the shorts would not be an issue? Again, the shorts are not the problem they are the result of a problem! Bingo! Give that man a price. If Mannkind and Sanofi were showing robust growth with Afrezza, the short position would be no where near where it is now. We all know the reason why there are over 120+ million shares shorted and is why MNKD is one of the heaviest shorted stocks around. And as I have stated, it doesn't help Mannkind when they don't have a verifiable pipeline and a management team that is either too tepid to fight or can't due to contractual agreements of confidentiality. I have held shares since the last CRL and I knew it would take time for Afrezza to get some traction but I what I didn't expect is to have a management team come off as being Lloyd and Harry from Dumb and Dumber during their conference calls. And now with the lawsuit against Sanofi that was poster here earlier, one has to wonder if SNY really isn't doing all they could to help move Afrezza along. |
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Post by mindovermatter on Nov 10, 2015 13:35:40 GMT -5
No situation more in need for an immediate Rx solution than the battlefield. I like that we have friends in high places ... with weapons No doubt. An kind of injectable would be more stable and safer using Technosphere. Military, NASA, EMTs, Doctors without Borders, any kind of remote medical care could use TS. DARPA has traditionally the "head in the clouds" branch of the military that's brought all kinds of practical technologies into our everyday lives. I won't list them here but here's a taste www.alphr.com/features/373546/10-brilliant-darpa-inventionsNot much use for it if the person is knocked out, unrepsonsive or in shock. But lets wait and see if anything comes of this. At this point, it is all speculation. What TS would be ideal for is vaccinations. Every soldier gets one if not many. What better way to give that than by handing the soldier a pack of color coded inhalers and have him or her inhale the vaccines. |
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Post by mindovermatter on Nov 10, 2015 13:22:06 GMT -5
SN: You said: "The call was atrocious, which is why the stock is getting crushed today." Really? The real reason the Sp is getting nailed today is the TASE deal. Once that settles things will turn around. @denise123 Matt today provided a link (on linked in of all places) of an article in Military Technologies magazine mnkd.proboards.com/thread/4050/technologies-article-matt-on-linked?page=1&scrollTo=45255(See under Articles about Mankind) During the CC, it was also mentioned that Technosphere partner may be revealed this quarter. Do you think it's DARPA (Defense Advanced Research Projects)  Or bigger? If so, this would explain the secrecy lately, as this may have been beyond secrecy (TS). I know what you are thinking, what is HE smoking  Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence" A nice pentagon contract would be very much welcomed right now. The company needs good news in the worst way. |
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Post by mindovermatter on Nov 10, 2015 13:12:57 GMT -5
Hakan stated what I wanted to hear. All day long I've read a litany of naysayers complaining about financing. Hakan's approach is what we want. Partnerships with upfront money for drug development, that's the way it's done in biotech with drug platforms and innovations. Technosphere has such a broad range of applications and the technology should definitely be considered disruptive. Some folks write that BPs fear Afrezza, but I happen to believe that greed will overcome any fears. It's true that many BP are probably watching market penetration very closely, yet one would have to think that these same BPs are also paying attention to the results they are reading about from early adopters: "Incredible", "life-changing", "I've never had A1c readings this low in my entire life". BP's greed will rule at the end of the day. At first blush, they'll fear the disruption. But then they'll realize that what they really want is a piece of Technosphere pie. I agree with you that partnerships with up front money is what is needed. My only question and a question I believe many have asked themselves, is why aren't there any partnerships by now? Technosphere is not new. But to date, MNKD hasn't done anything significant with other than Afrezza and the inhaled oxytocin which doesn't appear to be something the company is going to make any net revenues on. I have my theories but it isn't something that can be ignored. As they say, proof is in the pudding and right now Mannkind neither has the proof nor the pudding when it comes to a stable of TS platforms in their pipeline. Telling us we might hear something is code speak for uncertainty and that's never a good thing. |
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Post by mindovermatter on Nov 10, 2015 11:07:27 GMT -5
You do realize if he does this, he'll screw over the vast majority of his retail investors which means the vast majority of people on this board who defend him regardless of what he does? Al taking the company private here would be the ultimate stab in the back to retail investors. E tu Al? I have a big investment too in the company. My cost ranges from 10 down to 2.75 I would probably not come out whole if they took it private but that is always the risk we take as investors. I can tell you that Al isn't taking the company private. It would make no sense given the move to TASE and issuing 50 million more shares. |
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Post by mindovermatter on Nov 10, 2015 10:58:50 GMT -5
Has anyone ever heard a CEO on a conference call plead for other companies to partner with them? That was a first for me and it really was awkward listening to Hakan do that. that was so extreme from my point of view that I almost fell out of my chair in disbelief that he actually said that. No experienced and seasoned ceo would put words like that together on a quarterly CC and it was a mistake to leave that flavor in peoples mouth. Any ceo that is successfully selling their wares doesn't need to ask for phone calls during a quarterly CC. It runs counter to the idea that they are about to sign a deal in the next few months or even close to signing a deal. That may not be true, but the way he handled it makes it seem less likely. I said to myself when I heard him make the pitch, "He just didn't do that, did he?" Then I said, "tomorrow is going be a blood bath as that is a desperate move made by a desperate CEO." And here we are today with MNKD down 11% so far. The only other thing is thank god SNY is doing the marketing and selling because at this point I have absolutely no faith in the management team. |
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Or bigger?
Seriously, I don't think that posting this link was a careless mistake, no, it was Matt saying, "Come on I can't legally make this any more obvious for you guys and sorry about about all of the silence"
