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Post by esstan2001 on Nov 20, 2015 8:53:19 GMT -5
The board of directors of MannKind to convene Nov 2nd half to decide on the future of Mannkind without Mr HAKAN EDSTROM. Was that the dilemma? I hope some other actions come of this BoD meeting besides Hakan's sacking...
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Post by esstan2001 on Nov 20, 2015 8:44:49 GMT -5
What's this all about, rats leaving a sinking ship? Hakan is a nice guy; was probably a pretty good operations guy (his last MNKD gig I think) but just not cut from the CEO cloth- he really did not demonstrate any major strategic actions. Never closed anything major that he talked about, 'let' Matt's responsibilities drift into his realm, and apparently did not direct Matt to execute any financing under better terms, meaning always taking opportunistic actions to protect for a rainy day. IMO he was just confidently waiting for Plan A events to unfold as he expected them to, without having put any Plan B, C, etc contingencies in place. Sure I am Monday morning quarterbacking but some of this could be seen. I was deluded into complacency by what I read as management (over)confidence. My bad. Looking forward to a good dynamic CEO that understands strategy and messaging.
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Post by esstan2001 on Nov 12, 2015 11:31:40 GMT -5
Ban me for drawing to your attention how the conspiracy theory of short manipulation has overtaken this board? Go ahead. I'm as long as the next guy here and have been for 11 years and 4 months. Kick me out because I ask where the manipulation cry is when the stock spikes 70 cents at the TASE close. Hahaha. If it had dropped 70 cents then ''manipulation' would be the only word being read. That's the point of OP. For the record, I sold a bunch of $2 Jan puts yesterday potentially increasing my long position. No, I don't wear a tin foil hat and I won't. Do I get kicked out for that? sure the company could have friends that have helped drive the price back up to 2.70's but this is also the area where the price of the stock represented the state of the company and it's financing BEFORE the short shenanigans occurred, so it is also within reason that the apparent value return to that level given the debunking of the rumor.
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Post by esstan2001 on Nov 11, 2015 12:25:10 GMT -5
Am I correct in reading this development as todays offering was delayed until later because terms of the offering had to be changed? I read it as the Mannkind financing deal goes through, but future deals will be subject to new guidelines to be discussed beginning Nov 19th.
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Post by esstan2001 on Nov 11, 2015 12:04:54 GMT -5
The search for Mannkind in English version of Globe only shows the news about dual listing. There is no news about Israel denying MNKD fund-raising in TASE. this really smells like the shorts affiliates last ditch effort to drive down the price
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Post by esstan2001 on Nov 11, 2015 11:40:11 GMT -5
I call this report more short FUD BS. No way you undo moving a security to another exchange when you want to attract additional securities. I don't believe they're "undoing" moving the security. They just not allowing the offering to the ETFs. and if that is truly the case the shorts will have to scramble like rats from a sinking ship to cover as the ETF buys 10-15% of the registered shares to fill the funds...
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Post by esstan2001 on Nov 11, 2015 11:17:25 GMT -5
The report is up on Schwab News, I believe it is confirmed. I call this report more short FUD BS. No way you undo moving a security to another exchange when you want to attract additional securities.
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Post by esstan2001 on Nov 11, 2015 10:56:50 GMT -5
I wanted to get opinions on anyone with Mannkind shares in a 401k plan. I am over 59 1/2 and most of my MNKD stock is in my 401k plan. With the share price this low, does it make sense to convert these shares into a ROTH 401k plan and pay the tax now. For example, if you own 20,000 shares of MNKD and the share price is $2.00, converting the shares into a ROTH 401k plan would add an additional $8,000 tax liability based on $40,000 additional income at a 20% rate.
After the rollover into the ROTH 401k, you are no longer liable for any capital gains tax should the shares rise and now you control when you make withdrawals from the ROTH 401k versus the required minimum distribution once you reach 70 1/2 years old in a normal 401k plan. Yes. I did similar (IRA->Roth), during the last major rout into the 2's. As long as you still believe this is a good long term investment.
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Post by esstan2001 on Nov 11, 2015 7:42:23 GMT -5
Estimated Enrollment: 46 A whole 46 patients. Hmmm... Now they need to multiply that by about 200 patients to do the real safety trial. Is Sanofi stalling on that one? You bet. How can they get out of doing it? Hmmm... Sanofi is stalling and needs to commit to this trial asap. Mannkind should know this. If not they are simply not doing their homework, aren't being truthful or simply not very smart. Which do you think it is? Am I mis interpreting; the study was designed with, or accepted as sufficient by the FDA to show safety with a planned enrollment of 46?
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Post by esstan2001 on Nov 9, 2015 17:58:38 GMT -5
they really aughta nail a TS deal that BoD...
these poorly handled calls are wearing when the numbers are not going so well- I'd like them much better with some sales please!
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Post by esstan2001 on Nov 6, 2015 13:42:52 GMT -5
I like the sound of this- Part of the new focus will include Praluent, Sanofi’s new cholesterol drug that launched in July, and another insulin project, Toujeo, and Aubagio and Lemtrada for multiple sclerosis. The company also signed a deal in August with Google/Alphabet’s Life Sciences to develop diabetes therapies and monitors. And although its inhaled insulin product developed with MannKind Corporation (MNKD) has gotten off to a slow start, many analysts think it’s only a matter of time before Sanofi works things out with insurers and the public gets hold of a diabetic treatment that doesn’t involve shots.
I was beaten by a blind hog (that may have even been hung over from celebrations last night )
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Post by esstan2001 on Nov 6, 2015 13:18:22 GMT -5
So after riding this Meet SNY Management roller coaster the past 24 hours, the most effective SNY 'Study" activity for MNKD IMO would be focused execution for the pediatric trials. Results here could demonstrate: - Ease of use (duh)
- A1C superiority
- Reversal (lowered required dosages as study progresses)
possibly supporting first line usage to halt / reverse damage in early diabetes indications
Maybe then a real fire can be lit under the insurance companies butts.
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Post by esstan2001 on Nov 6, 2015 8:44:10 GMT -5
I have a comment. The diabetes medications highlighted in Sanofi's growth plans can not yet be prescribed. screencast.com/t/bOVvhdZ4A dream. yes... and looking like the panicked throwing of money at the pipeline to see what sticks (would that make this a pipe dream?)
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Post by esstan2001 on Nov 6, 2015 8:34:08 GMT -5
Sanofi is not dropping or "sandbagging" Afrezza, in my opinion, Sanofi is launching Afrezza exactly how they and MNKD originally planned, nothing has changed !! Sanofi will continue to gradually accelerate DTC, Dr, and Patient awareness, Afrezza sales will continue to grow, and more PWD will experience the life changing benefits of Afrezza. Afrezza is a complete "Game Changer", this is just becoming clear to Dr's and PWD. Afrezza is a life sustaining product that is delivered via the "lungs", it will take time for both Dr's and PWD to get used to this. It's "completely different" than other "new" insulin products being launched due to patent expiration of a "bio similar" product, and it will require more time to be accepted as a way to treat prandial insulin needs. Afrezza is still the fastest acting prandial insulin on the market. Afrezza is still a convenient and discreet way to administer prandial insulin without a needle. Afrezza continues to produce A1c's never seen before in the History of the Treatment of Diabetes. Afrezza possibly has other advantages such as; Insulin resistance reversal Less or no weight gain Normal liver function tests Retinopathy reversal Blood pressure benefits Nothing has changed !! Just my opinion, and everybody has a right to one, but I honestly believe some "longs" are actually starting to believe that this is a failure just because things aren't unfolding on their timeline. You are going to talk yourself right out of this investment if you expect this to happen quickly. There is a "Taboo" involved with inhalation that will take time to overcome. As more and more new Afrezza users see the Game Changing results that most are experiencing, and enough time passes so we can overcome labeling, insurance issues, and approval in other countries, sales will grow. We need to build a "clear path" for Dr's to prescribe, and patients to receive Afrezza before launching a massive DTC campaign, to prevent bottlenecking. Nothing Has Changed !! boy jpg and I sure could have used you during that vacuous presentation last night... (and of course I called it a night just before someone found page 105!)
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Post by esstan2001 on Nov 6, 2015 3:01:42 GMT -5
Brandencourt?
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