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Post by mnkdfann on Jan 13, 2020 22:08:33 GMT -5
No sarcasm. I took what you said at face value and just assumed time will tell one way or the other. I thought what you said was plausible, and I thought I saw a post where someone from Amgen was hired. I thought it was interesting because Dr. Castagna came from there so I assumed it was someone with whom MC had a previous good working relationship. Ah, was it a recent add to the Board of Directors maybe?Yes, it was the same Tony Hooper. (He sits on 3 Boards, last I heard.) investors.mannkindcorp.com/news-releases/news-release-details/mannkind-appoints-tony-hooper-its-board-directors |
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Post by mnkdfann on Jan 13, 2020 13:51:50 GMT -5
It's truly amusing seeing the amount of money dumped into new pot retail stores in my neighborhood. Which city / state is that, if you don't mind sharing the info. |
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Post by mnkdfann on Jan 11, 2020 17:39:42 GMT -5
I will keep adding under $2 when I have an opportunity, and I have brought my average down significantly since RS (I had 200K shares before RS and now have 157K shares) by almost quadrupling my share count. In fact, I would not be surprised if my overall MNKD position turns green sometimes this year. I do not have all the answers and sometimes I am surprised by certain moves that management makes but I definitely know that the only way for me to be successful here is to stay the course and remain positive. I let BOD direct the show and the only thing I can do is average down and vote with my shares when proxy is out ... And most importantly, the reason I have made this investment in MNKD is because I truly believe that Afrezza is a life changing invention for diabetics. This investment in turn will change my life when the time is right  All the best to you. Wow. Either you and I run in very different socioeconomic circles, or you are far less risk averse than I. I'm fairly certain I will never have that much invested in a single company's stock. Best wishes for investing success to you! |
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Post by mnkdfann on Jan 11, 2020 10:15:53 GMT -5
Looking at the six month chart, I see a similar spike in volume and price occurred 2 months ago, as well as two months before that.
What drove those spikes? (I don't recall, myself.) And will this one end differently? We'll see next week, I guess.
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Post by mnkdfann on Jan 10, 2020 18:10:34 GMT -5
A $2B offer today wouldn't take 60 seconds to reject. With pending UTHR, RLS, pediatric approval, SOC improvement likely, increased CGM use, climbing Afrezza sales and other hinted molecules in the pipeline, the company's future and valuation potential is far brighter. IDK, but I doubt that. I think enough share holders would be willing to sell now for 6 or 7x today's share price (which is what a $2B offer amounts to, more or less). If the Board rejected the offer, I think external pressure would be brought to bear. Think HfM times 1000. |
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Post by mnkdfann on Jan 10, 2020 11:24:04 GMT -5
Actual sold some shares into the 1.50 this morning. Looking for it to return back to 1.42-1.44 range to get em back. I sold my small amount of holdings this morning. I only purchased them back in December, so it was a nice 10% gain in a month or less. The pop over 1.50 was moments after I sold. Why are shares up? I’m guessing either MNKD got caught up in the recent overall market updraft or shares are being manipulated up in advance of I don’t know what. |
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Post by mnkdfann on Jan 9, 2020 18:21:06 GMT -5
So, then, back to peppy's comments
"RAA's are given 30 mins prior to eating.
children are sent down to the nurses office before lunch.
Afrezza is taken at first bite of food."
and her observation that school districts would have to change their meal time insulin protocols.
Would students suddenly be trusted to carry insulin in the form of Afrezza, and be allowed to self-administer as needed?
Or would they still be sent to the nurses' offices prior to lunch, and hence be getting administered in a sub-optimal way? E.g., possibly up to 30 minutes prior to eating rather than at the start of eating.
I guess none of us can really know the answer, back to the old time will tell.
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Post by mnkdfann on Jan 9, 2020 13:47:12 GMT -5
It will certainty be life changing for children! Great point about school nurses, I can easily see that too, not to mention the mountain of stress and inconvenience having to inject mealtime insulin, especially for a child.Afrezza Pediatric approval can’t get here fast enough. Susie Sunshine here to point out, school districts all over the US of A will need to change their meal time insulin protocols. RAA's are given 30 mins prior to eating. children are sent down to the nurses office before lunch. Afrezza is taken at first bite of food.Are such children sent down to the nurses' offices before lunch so that nurses can do the injections? Or because the schools do not want children carrying insulin with them, and so it is stored in the nurses' offices? Or some of both? |
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Post by mnkdfann on Jan 9, 2020 10:24:01 GMT -5
Not to stir the pot but what ever happened to Adam F's coverage of MNKD? Don't really want to hear from him again but he's kind of like Martin Shkreli, a weasley, love to hate, germ. I believe he mostly moved on to more interesting (at least for him) subjects and stocks to write about. And, anyway, my understanding is that most of what he writes these days is behind a pay wall at STAT and I assume few, if any, of us here subscribe. See: www.statnews.com/staff/adam-feuerstein/However, coincidentally, I just saw a 20 year review article about the J.P. Morgan Healthcare Conference at STAT that was published today and is open to the public, with AF listed as one of several co-authors, and Mannkind and Al Mann get a very brief mention under the 2011 conference year memories. Really, it is at least as much about Shkreli: www.statnews.com/2020/01/09/jp-morgan-conference-20-years-look-back/"2011: Shkreli vs. a billionaire Before Martin Shkreli was getting in trouble with the general public, he was taunting billionaires. In 2011, he picked a fight with MannKind founder and CEO Al Mann during the latter’s breakout session with investors. Shkreli was shorting MannKind stock at the time. Tempers flared. Insults were exchanged." |
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Post by mnkdfann on Jan 7, 2020 15:07:13 GMT -5
Giving future guidance in an earnings call and then beating it IMO is not as important as beating analysts' expectations.
Sure, guidance given in an earnings call can help set those expectations.
But I guess you can also do that through private meetings on Wall Street.
The latter may be better if you are in a position where a positive guidance you can meet is hard to give. Or if you've been burned in the past, by giving guidance and failing to meet it.
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Post by mnkdfann on Jan 4, 2020 19:56:50 GMT -5
Wow ... and I thought the pps went up a penny yesterday. But, that's mytakeonit Yahoo Finance shows it down 3 cents, not up. That's all I know. |
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Post by mnkdfann on Jan 4, 2020 18:25:16 GMT -5
With MNKD being mentioned in Forbes ... I wonder which major short will be the "rotten egg" or last man out? Too bad the SP dropped subsequently (on yesterday's Forbes / MoneyShow article). |
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Post by mnkdfann on Jan 4, 2020 14:46:25 GMT -5
As many have done, on hearing of Mr. Hooper's appointment to the Board, I went and did some research on him. Whether he comes from Amgen is not important to me, he has also held high end operations positions for other major pharma, and has the experiences in areas where mnkd seems weak. This is important to me as he should be able to give direction and provide insight and relationships to expand Mnkds outreach in those areas. Whether he was gifted the stock or bought it, he must beleive in mnkd as otherwise a person with this kind of background could find another board seat and fly under the radar much easier if that was his real interest. IMHO... GLTAL's!!!!! I hope and suspect he believes in MNKD, but I don't think the second part of what you wrote in the emboldened section is meaningful. He can hold as many board seats as he wants, AFAIK. I doubt he gave anything up by agreeing to sit on MNKD's board. Indeed, he was just appointed to the BeiGene Board of Directors a few days ago. markets.businessinsider.com/news/stocks/beigene-announces-closing-of-amgen-global-strategic-oncology-collaboration-and-equity-investment-1028791383 |
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Post by mnkdfann on Jan 4, 2020 10:21:18 GMT -5
Nate is a contributor to Forbes ? Is that how it worked. Nate was interviewed by MoneyShow, which is a contributor to Forbes. www.forbes.com/sites/moneyshow/people/moneyshow/#7e2aa5e25fd7Nate has been interviewed on MoneyShow many times in the past already. YMMV, but I do not think his appearances there have ever done much for the SP (except perhaps generate short term pops the shorts can sell into). I don't know how visible MoneyShow is to visitors of the main Forbes site. It may be something you have to know about already, to find. Here is a blast from the past (2014): www.moneyshow.com/articles/dailyguru-40482/ |
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Post by mnkdfann on Jan 1, 2020 22:32:16 GMT -5
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