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Post by joeypotsandpans on Jun 26, 2019 11:14:35 GMT -5
Debating on whether I should wait until it hits below $1... greed is not good lol I picked up 20K (trading shares) last week, but as a user of the flagship product I have a serious conflict of interest I know others that have purchased recently as well. They have no clue who Mike Castagna is btw, they have seen the product and results, tucked away their positions and are blindly following....they also have no clue of this forum and the vast cast of characters that come with it lol. Hope that helps
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Post by joeypotsandpans on Jun 21, 2019 13:11:26 GMT -5
Well Vroom Vroom then ... go for it and Good Luck joey !!! But, that's mytakeonit Thanks! you know from your perspective it would be a tough decision, the entry fee for the Main Event is 10K, you would probably opt to buy 10K worth more shares
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Post by joeypotsandpans on Jun 21, 2019 12:38:29 GMT -5
Joey, please wear an Afrezza hat when you get to the main event final table 😊 I’ll be rooting for you Thanks!! Should I get to the final table and knowing that it would be televised for hours with cameras fixated...I'm thinking I would be more in the Conor Daly mode, only I will be totally visible titrating live at the table (are you listening Mike , lol).
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Post by joeypotsandpans on Jun 21, 2019 12:01:40 GMT -5
The phone is ringing... Cavalry: hello MK: Good morning gentlemen, this is Michael Kovacocy! Cavalry: Michael who MK: I would like to meet in fortnight and discuss the next act... the shake up of Mannkind... Do not mind my track record so far... Let’s grind up the pressure on management and watch the imminent rise of the stock to double digits... I have some other great ideas as well... Click That's pretty funny, I was thinking something very similar when I read his tweet/post....last time I looked, MK is no Carl Icahn, if you are an activist investor you usually have quite a bit of gun powder to make things happen...in this case whether it is MK's or Vdex's supposed gun powder it is more akin to a cap gun (anyone old enough to remember those? lol) ....I have not said anything and have been reading but will just say this for now, maybe some on here have been inhaling some cannabis but the exclusivity angle of the very public "proposal" is a non starter from the get go. Anyone that has owned or been in business should know that. My endo has been successfully prescribing A for over 3 yrs. now and his practice continues to boom (packed every appointment I go to)...he is not the only one from what I can gather. Recently while playing in a poker tournament, I sat next to a young fellow that saw me take my dose after eating....he knew what it was to my surprise (first time this has happened which should start to say a lot IMO)....turns out his wife is an up and coming endo in a large group practice in Houston...she is the youngest in the group and currently the only one prescribing A but is very encouraged by the results. He took a pic of me dosing and sent it to her as he knew she would appreciate seeing it. Btw, I have played in two events at the WSOP this year so far, I cashed in both so 2 for 2...I feel as focused as ever at the tables in the long 12 hour sessions, I will play my third this weekend, and then the Main Event July 4th weekend. Hopefully the success continues but this is the most focused and most energy I have had in quite some time so hopefully can run deep in the next two events I also attended and witnessed my younger son's graduation and receiving his PharmD last friday, we went hiking last weekend and I joined them on a six mile moderate to difficult grade hike...from that I say thank you Al and MC for your continued dedication in bringing this product to PWD. Have a great weekend all, wish me luck at the tables this weekend
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Post by joeypotsandpans on Jun 11, 2019 15:02:03 GMT -5
The divergence continues, a reversal coming to higher levels? The higher lows in relative strength on long term chart continues to support the probability of a rising s/p coming to a market near you IMO Also, see below chart regarding daily short interest percentages.. some perspective here, the opposite holds true for the S&P 500, while the MNKD chart on the left is showing weaker selloffs, the S&P chart on the left is showing weaker rally's on the index as each topping in the pattern is showing lower highs on the strength....each situation should be resolved with opposite results...a rally in MNKD s/p and a huge selloff in the S&P index. Both are 5yr. long term charts so take from it what you will....but the contrast is pretty evident when you look at them side by side
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Post by joeypotsandpans on Jun 11, 2019 11:20:50 GMT -5
I am wondering the same thing Clement. Mathematically it doesn't seem possible, but on the other hand it always seems to be this way with MNKD. I don't fully understand the dynamics of this, never having shorted any stock personally. Joey, thanks for this info, nice to see a little technical analysis from you like back in the "good old days." The meter cretin11 & Clement, the meter!from previous post: joeypotsandpans Avatar joeypotsandpans Postaholic ***** Jan 26, 2018 at 6:18pm sweedee79, peppy, and 1 more like this likePost Options Volume Tree peppy said:smart, that volume fooled me. nice trade. I think you meant don't let today's volume (a bit above 1/2 of yesterday's) fool you Record SI, and as much as some like to make light of MK statements, IMO there is much to be noted about his alluding to the current SI and the meter that I analogized with it: www.usdebtclock.org/ Look at where the SI was one year ago and where it is today, a 60% increase....what was the percentage increase in dilution?: 1/13/2017 19,582,841 925,564 21.157738 1/12/2018 32,969,296 2,042,484 16.141765 most bookmaker's wouldn't let doubling down and chasing the bet go on for that long so it must be the bookmaker themselves MK: "they shouldn't forget that when this stock was at $1 and they were talking $0 a share and bankruptcy in May/June, I said it would hit $5+ by October. And it hit just under $7 within that time frame. This stock is going to move in a big way. My sincere hope is that it doesn't move too quickly. I would like to see a slow rise with shorts doubling down and throwing more money into their bets. Then ideally the stock is at significantly higher levels and closes out regular hours and then has material news of a major, major variety, which gaps the shares a hundred percent or more in AH and the next day. There will eventually be shorts sent to pasture here." Read more: mnkd.proboards.com/thread/8970/michael-kovacocy-mannkind-comments?page=17#ixzz55KAr6zb0Read more: mnkd.proboards.com/user/275/recent?q=Meter#ixzz5qYbiCovV
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Post by joeypotsandpans on Jun 10, 2019 23:44:51 GMT -5
Big green bars the last 15 minutes of the last two trading sessions. Interesting. The divergence continues, a reversal coming to higher levels? The higher lows in relative strength on long term chart continues to support the probability of a rising s/p coming to a market near you IMO Also, see below chart regarding daily short interest percentages.. Regarding today's price action: I can't even imagine the amount of shares being sold short today, volume is double the recent average, someone or something wanted shares today and I believe they are getting them at the expense of added short interest. It should be interesting to see the period ending thru 6/15 to see if there is a big addition to the SI, of course if the s/p gets walked up the rest of the week that would indicate a gradual cover of those same shares. Venture to guess where today's numbers will lie? Historical Short Volume Data for MNKD Date Close High Low Volume Short Volume % of Vol Shorted Jun 07 NA NA NA 514,080 330,085 64.21 Jun 06 NA NA NA 447,247 308,587 69.00 Jun 05 NA NA NA 427,240 311,581 72.93 Jun 04 NA NA NA 559,121 335,590 60.02 Jun 03 NA NA NA 873,593 488,048 55.87 May 31 NA NA NA 524,682 378,410 72.12 May 30 NA NA NA 537,668 366,369 68.14 May 29 NA NA NA 1,199,234665,26855.47 May 28 NA NA NA 774,295 583,687 75.38 May 24 NA NA NA 682,169 443,785 65.05 May 23 NA NA NA 575,862 456,096 79.20 May 22 NA NA NA 436,723 276,465 63.30 May 21 NA NA NA 490,868 267,281 54.45 May 20 NA NA NA 565,238 447,626 79.19 May 17 NA NA NA 748,205 505,801 67.60 May 16 NA NA NA 552,899 289,115 52.29 May 15 NA NA NA 734,681 351,557 47.85 May 14 NA NA NA 1,069,890642,46060.05 May 13 NA NA NA 493,011 238,684 48.41 Here was today's number: Date Close High Low Volume Short Volume % of Vol Shorted Jun 10 NA NA NA 1,696,047 1,163,312 68.59
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Post by joeypotsandpans on Jun 10, 2019 16:55:19 GMT -5
Big green bars the last 15 minutes of the last two trading sessions. Interesting. The divergence continues, a reversal coming to higher levels? The higher lows in relative strength on long term chart continues to support the probability of a rising s/p coming to a market near you IMO Also, see below chart regarding daily short interest percentages.. Regarding today's price action: I can't even imagine the amount of shares being sold short today, volume is double the recent average, someone or something wanted shares today and I believe they are getting them at the expense of added short interest. It should be interesting to see the period ending thru 6/15 to see if there is a big addition to the SI, of course if the s/p gets walked up the rest of the week that would indicate a gradual cover of those same shares. Venture to guess where today's numbers will lie? Historical Short Volume Data for MNKD Date Close High Low Volume Short Volume % of Vol Shorted Jun 07 NA NA NA 514,080 330,085 64.21 Jun 06 NA NA NA 447,247 308,587 69.00 Jun 05 NA NA NA 427,240 311,581 72.93 Jun 04 NA NA NA 559,121 335,590 60.02 Jun 03 NA NA NA 873,593 488,048 55.87 May 31 NA NA NA 524,682 378,410 72.12 May 30 NA NA NA 537,668 366,369 68.14 May 29 NA NA NA 1,199,234665,26855.47 May 28 NA NA NA 774,295 583,687 75.38 May 24 NA NA NA 682,169 443,785 65.05 May 23 NA NA NA 575,862 456,096 79.20 May 22 NA NA NA 436,723 276,465 63.30 May 21 NA NA NA 490,868 267,281 54.45 May 20 NA NA NA 565,238 447,626 79.19 May 17 NA NA NA 748,205 505,801 67.60 May 16 NA NA NA 552,899 289,115 52.29 May 15 NA NA NA 734,681 351,557 47.85 May 14 NA NA NA 1,069,890642,46060.05 May 13 NA NA NA 493,011 238,684 48.41
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Post by joeypotsandpans on Jun 7, 2019 10:33:26 GMT -5
According to what I see on the web, Brandicourt is 63, fabulously well paid, French, lives in Paris. Do you think MK is suggesting that he might move to Mannkind? Or else what? That new guy Hudson wants to buy / partner Mannkind? No, Brandicourt is the one who tried to kill Afrezza. Brandicourt at MNKD, not in a million years. But now that he is out, the new management may realize what a blunder he made by ditching Afrezza. The new guy comes from Novo, the maker of Tribesa. Tribesa and Afrezza seem to be a winning combination. This maybe far fetched, but there could a synergy between, Novo, Sanofi, and Mannkind.Boca, the new guy (Hudson) comes from Novartis not Novo, Novo does make Tresiba and yes it is an awesome combination with Afrezza as reported by several users of both. Among other areas, Novartis is heavily concentrated in the cancer immunology area and that may more likely be why they took him on as their (Sanofi's) diabetes division has slowed down they have looked to diversify into other arenas
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Post by joeypotsandpans on Jun 3, 2019 15:45:13 GMT -5
I wish I can make another large purchase at this price. From my vantage point, I see product effectiveness, passion, determination and how users rave about the drug and the resulting dramatic life enhancing outcomes. I can also see how deeply ingrained established norms are and how difficult it is for physicians to change their perceptions. So the people at Mannkind have their work cut out for them. They will continue to try to impress on patients and doctors what they know to be true about the wonders of Afrezza. They will use sales strategies and techniques that look promising until they fail. Which will lead to an aha! insight which will lead to a new strategy and technique. Which might also fail, but will result and an even more insightful ahh-haaa! that will give way to an even newer selling technique. Rinse and repeat (with rocky earning reports throughout) until they will bring enough doctors and patients on board that will cause a tipping point in the standard of care. This assumes they will have enough cash while they are trying, hopefully from some continued alternative revenue streams from their Technosphere platform, but possibly from further dilution with even more roller coaster rides. I fastened my seatbelt for a five year ride. What's compelling here is that a shift in perceptions on the part of the doctors is almost guaranteed, as there are other market forces that will compel doctors to revisit and go back to school about diabetes treatment. This will trailblaze the way for interest in Afrezza. That is the eventual full adoption of glucose continuous monitoring (GCM) which is slowly becoming mainstream, due to the APPification of our lives through the iPhone and Android phones in our pockets. Monitoring blood sugar is being gamified and no one delivers a better game than Afrezza. Older doctors and older patients will phase out and younger tech-savvy doctors and patients are more likely to gravitate to tech-connected medicine, whereby Afrezza's value proposition is clear with a compelling, see for yourself, pitch. From personally speaking to the marketing executives at Mannkind at the ASM, their current attack strategy when approaching doctors, is to convince doctors to try it on patients that are 'not in control' AND for patients who are using glucose continuous monitoring devices. This is a very compelling sales argument on many levels. Doctors really owe it to their patients to get them under control. A razor sharp focus on patients not in control, forces the conversation on Afrezza's advantages and deprives a skeptical doctor from just shrugging off Afrezza's promise at the potential expense of a patient's health. The nothing-to-lose (they are anyway not in control) and CGM see-for-yourself argument holds a lot of promise if executed effectively . This strategy crafting also reflects a genuine effort at Mannkind headquarters to crack the code how to best make inroads, and is worthy of praise. Time will tell if it will prove to be a watershed strategy. I have confidence nevertheless, that they have their thinking caps on and that they will utilize feedback to fine tune strategy should it not produce the desired results. Hopefully, this strategy will be well executed and will result in short term gain. Your point about the evolution of the phase out of out with the old and in with the new so very important here...my endo who has been a huge advocate of Afrezza since the beginning (yes he is on the older side but a progressive thinking and very bright and compassionate physician) is fortunately a teaching physician. Every visit I've gone on his rotation interns come in to the room first, they do an informational uptake and notes prior to his coming in. Then they are there for our conversations and interactions regarding the Libre results, lab results, etc. and any titration tweaks if necessary. I have to believe they are amazed as any after what they have initially learned in school only to see the best in class insulin in action. I leave those visits always with a confident smile that there is another young Jedi learning from the master in my endo's office, we need more like my YodaEndo, and btw, my office visits ARE reality!!
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Post by joeypotsandpans on May 31, 2019 12:30:58 GMT -5
How about going by what we know as reported to start as our base? Meaning Trx this week was 742 and gross revenue was $1,161,500. $1,161,500 / 742 = Gross $1,565.36 per script Assume 50% for net and $1,565.36 / 2 = $782.68 Net revenue per script Now take $782.68 x 2,000 and you get $1,565,363.88 Net Revenue per week $1,565,363.88 x 52 = $81,398,921.80 in Net Annual Revenue. This does not account for any discounts or other factors tha might impact revenue. Voila! Hey Mr. Global Moderator, How about getting this thread cleaned up and back on track....you have the trolls, etc. that have successfully hijacked it. It started with posts about the bus driver's article and now references to SO's article...we need some disinfectant to clean up the germs. Time to turn on the light and scatter the roaches, thanks in advance my friend
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Post by joeypotsandpans on May 29, 2019 18:23:03 GMT -5
Someone might want to alert the bus driver the shares closed closer to 1.40 than 1.00 after his article. His nose is so far up SO's rear he may have a better insight into cologuard (EXAS). Guessing "they" corralled him into the Posse along the way
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Post by joeypotsandpans on May 29, 2019 14:35:28 GMT -5
Please move this to the articles section so members can respond to this bus driver's article without corrupting this thread. Thank you
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Post by joeypotsandpans on May 28, 2019 13:01:49 GMT -5
CVI Holdings sold out and bought/added to their position in Nanostrings
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Post by joeypotsandpans on May 26, 2019 19:04:03 GMT -5
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