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Post by esstan2001 on Mar 21, 2016 8:41:25 GMT -5
Spiro most agree with his boss Liane. Message boards are notorious for irrational pumping. It is understood that on occasions we will have not only pumping and dumping, but also stumping and stomping. However the most clever posters have been able to disguise pumping by attempting to use cerebral analysis. it is Spiro's opinion that it is difficult to be labeled as a pumper if share price projections are left out of the post. Spiro here, MNKD to da moon soon, Note: Spiro does not know how much the moon will be. Well, We know it is made out of cheese, and we can calculate it's volume. The question is what kind of cheese...
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Post by esstan2001 on Mar 17, 2016 12:08:32 GMT -5
That song is now in my head. Thanks a heap. ROTHFLMAO after reading your complaint- same problem here :-)
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Post by esstan2001 on Mar 17, 2016 12:00:38 GMT -5
The moon is in the seventh house, and Jupiter aligned with Mars? U inferring the dawning of some kind of age?
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Post by esstan2001 on Mar 9, 2016 12:09:56 GMT -5
Growing number of law firms is not the key. What matters is whether or not there is a Lead Plaintiff for them to represent, not to mention the outcome of any "investigations". I think so far it is difficult to establish any valid claim against MNKD for misleading or being the cause of investors' loss. Why waste time to get into a case with these law firms which need tons of time (& your costs) to investigate for case establishment? Found at least two plaintiffs:
Defendant: Hakan Edstrom, Alfred Mann, MannKind Corporation and Matthew Pfeffer Plaintiff: Ketan A. Patel Case Number: 2:2016cv00581 Filed: January 27, 2016 Court: California Central District Court Presiding Judge: R. Gary Klausner Referring Judge: Gail J. Standish Nature of Suit: Securities/Commodities"
Defendant: Hakan Edstrom, Alfred Mann, MannKind Corporation and Matthew Pfeffer Plaintiff: Eric Ardolino Case Number: 2:2016cv00348 Filed: January 15, 2016 Court: California Central District Court Presiding Judge: R. Gary Klausner Referring Judge: Gail J. Standish Nature of Suit: Securities/Commodities"
It looks like Patel is an MD:
Patel
And perhaps Ardolino is an MD as well:
Ardolino
Although I did find one other person -- a travel agent -- by that name.
I wonder .... fprimecapital.com/team-members/ketan-patel-m-d/
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Post by esstan2001 on Feb 25, 2016 6:28:50 GMT -5
I listened to the RBC meeting and what REALLY stuck out for me was Matt's comments about Afrezza pricing, especially because he mentioned the recent NYT article "Break Up The Insulin Racket". Matt later referred to MNKD as the "David" in David & Goliath. How do we get everyone to hear about Afrezza without having to spend millions on ads? You become the news! Why does Trump not have to pay for TV ads? He "makes" the news every day. I believe that Mannkind will make headlines by pricing Afrezza below all other RAA's - and maybe then, the NYT will run the best PR article we could ever hope for, telling the EPIC Mannkind story from start to finish, including all the "heroes and villains". Is the "msrp" of Afrezza that critical? Isn't it the price people have to pay after insurance coverage that is a far more consequential mover? Oh Baba, must you always point out such things... it is simply just... exacerbating!
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Post by esstan2001 on Feb 22, 2016 11:03:36 GMT -5
Good point about the defense industry turn. Long time CEO and Chair, so he likely was OK. At least he was also called in to guide the GM restructuring. He has seen the bus... let's hope he does not allow us to get under it.
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Post by esstan2001 on Feb 22, 2016 8:23:37 GMT -5
SNY fixed ratio basal- Lixilan combo NDA accepted by FDA this am. This is what they want to focus on to expand their D franchise. Isn't it going the wrong way to fix the basal to prandial ratio (and this one size all approach is being done in the name of convenience?)?
Crazy, or I must be (going there)
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Post by esstan2001 on Feb 19, 2016 6:29:55 GMT -5
Matt was so confident last May that Mnkd would have enough cash to pay off $100M note w/o diluting. I guess they expected some significant cash infusion events which fell through last minute. I don't want to say any more than that. Al didn't want to issue secondary offering when Pps > $10 b/c he thought Afrezza would be BB. Well no one but Tourbillon, AF, David Kliff foresaw Olivier wanted to drop Afrezza ASAP. Chris believed in Al and Afrezza. Olivier didn't. That was the difference. The bright side is a reasonably commercial settlement. I expect > $200M, else a trebled $3B lawsuit. Sanofi knows how to pick their poison as any smart biz man. Either that or Al is forced to take Mnkd private for a song ($4/sh ?) as Nate feared. To Al, BK is not an option. It is a public humiliation, an insult to an injury inflicted by Sanofi. Nate understood Al's psychology well. I chalked it up as a lesson learned as Al never had to deal drug with a BP before. Either way Mnkd pps should improve in the next 6 mos. In hindsight, investors should have bailed when Olivier was hired. As of Sept 2015, Hakan still thought that Afrezza sale would increase after the typical 6-9 months to improve mkt access. He must have been misled by Sanofi whose only ulterior motive was dropping Afrezza ASAP as a hot potato to focus on Toujeo instead of co-marketing them together as they should. That's why he paid the price. BoD started to realize Afrezza was in trouble in Oct, IMHO, then fired Hakan, then went to TASE to pull off a belatedly partial secondary offering. Lakers I hope you are correct about a settlement from Sanofi. It's becoming clearer that the account of events following Viebacher's ouster is very likely accurate; and if Mannkind was aware of this (or at least suspected it) they failed to take actions that would have put them in a better position at this point. Perhaps, as you suggest, this was Hakan's undoing. At the time late last year when Sanofi unveiled their strategic plan and mentioned Afrezza nowhere, that should have tipped us all off that a decision had been made. Only the shorts seemed to recognize that, as folks like me were in pathological denial. Sometimes, as the Three Mile Island debacle illustrated, the reactor is indeed melting down, and the instruments are telling the truth and should be taken at face value. One would think that even after having made the decision when they likely did, Sanofi would attempt to make a believable effort to demonstrate good faith execution of their part of the agreement, but the results since last Summer are a fact that cannot be hidden. If Mannkind did indeed suspect (or know) that a letter was coming, they didn't provide any clues. If anything, the CEO fiasco at the end of the year gave me grave concern that anyone in the boardroom or executive offices had their head screwed on straight. That series of events, after Hakan's pathetic plea for partners on a conference call, just added to the Street's lack of belief in Mannkind. I concede that event represents the point at which I had the least confidence in anything going right thereafter. I still find it inconceivable that Mannkind would announce DeSisto's hiring before vetting the non-complete provisions of his status. If, and when, the details of that story come out in the still to be written best seller about Mannkind, it will make for fascinating reading. And regarding Nate Pile's optimism about Mannkind as expressed in this thread, his latest missive reveals a pretty hefty buy order (200K shares) when the SP was .67. This guy has been through a few rodeos. Cheers, Chris C Chris, a lot resonates here- great post. And misery loves company :-)
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Post by esstan2001 on Feb 18, 2016 12:54:33 GMT -5
I know that we keep hearing that BP is behind the Hedge play. But we really have no proof of that. How would one prove that out? I don't think they could. Do we really think that another BP said to a hedge or somebody else. Here is 50,000,000 go and short or play with MannKind's stock and share price. I have never bought that theory. IF there is such an effort, you can bet there will be no direct quid pro quo as you describe. It will take on a more subtle, un-provable aire, like a promised favor such as opening a market or influencing a regulatory agency outcome. No one engaging in things that big would be so naive as to leave a direct trail or even something that could be implied, well maybe except for some Presidential candidate...
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Post by esstan2001 on Feb 11, 2016 9:34:02 GMT -5
I would think that in making his case for a partner or more $, Matt will need 10 presentation slides highlighting all the objective, clear evidence that Sanofi did not market Afrezza. The deck needs to include these google trends results, excerpts of the Amy T ADA report, the Dance CEO comments, and any other similar published article comments. A review of this board would make an excellent starting point. And I am sure there are professional research outfits that can provide ad metrics for Matt to cite also; just requires some $...
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Post by esstan2001 on Feb 11, 2016 9:15:09 GMT -5
I would think that in making his case for a partner or more $, Matt will need 10 presentation slides highlighting all the objective, clear evidence that Sanofi did not market Afrezza. The deck needs to include these google trends results, excerpts of the Amy T ADA report, the Dance CEO comments, and any other similar published article comments. A review of this board would make an excellent starting point.
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Post by esstan2001 on Feb 10, 2016 9:35:25 GMT -5
Is there an annual Endo convention (specifically for them) or do they get lumped in with other medical conventions? MNKD needs to get these folks educated on the results they have seen so far. Bring in the heavy hitters (Sam, Spiro, Peakabull) & show them their actual results from using Afrezza. Can MannKind "bring in" users to say what MannKind can't say because of FDA restrictions? I don't think so. said users can come in on their own nickel and say what they want, if someone sets up some type of forum for them. AS you allude to, It's just that someone with an interest (mnkd) can not foot the bill.
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Post by esstan2001 on Feb 5, 2016 10:38:33 GMT -5
..... Regarding the Verily-Sanofi agreement -- I think, like you, that Verily is interested in Afrezza, or at least that is why they teamed with Sanofi to begin. I don't know how that collaboration will be progressing following the Afrezza termination. I will be closely following the advances in BG monitoring technology that come from the Verily team up with DXCM and Novartis. It is very possible that you are correct, and how many times (often) have agreements that were entered into, yielded no forward progress, and subsequently been dissolved. Google may end it's association with SNY at some point if this is the case.
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Post by esstan2001 on Feb 4, 2016 15:36:30 GMT -5
... There is just too much uncertainty in drug delivery deals until the formulation work is complete and the regulatory hurdles are identified. There is a big difference between having an idea to use TS and actually having a working formulation to use TS; look how long it took MNKD to get insulin approved. Most of those efforts fail, that is the nature of the R&D business, and why almost all drug delivery deals are backloaded with milestones and royalties that are paid after the drug is approved. one thing to consider: Insulin administration is 3x daily for a chronic condition. Some of the applications under consideration are 1 shot (epi) / seldom shot (pain) deals, so the FDA hurdles may be substantially less, especially since Technosphere is now a component of an approved formulation for chronic treatment.
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Post by esstan2001 on Feb 4, 2016 14:55:40 GMT -5
love ya, DBC! i'm coming over to party in the driveway with my bottle of angel's envy. I may show too....the bourbon or the rye whiskey?
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