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Post by joeypotsandpans on Nov 7, 2017 19:58:50 GMT -5
Mike mentioned they're watching how two lawsuits between a couple of the large Pharma plays out, it plays into pricing etc. and anti-competitive practices if I recall correctly, was working while I overheard it. Will look at the transcripts to get a better idea of the context it was mentioned in.
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Post by joeypotsandpans on Nov 7, 2017 19:54:21 GMT -5
I was disturbed by the comment by Jason about Dendreon. That, combined with the recent Cramer and Feuerstein bashings smacks of a conspiracy to destroy the stock and company. I thought we had gotten past that but I guess not. That said, I am happy about the TV campaign and increases in cartridges. As for PBMs, I would like to have heard more specifics regarding who has signed on for 2018 that were not on board in 2017 or who have improved Afrezza's accessibility with respect to classification (PA, Preferred, etc). Not sure if you caught it or maybe I was hearing things but when Mike began to respond he let out a little bit of a laugh....that individual that asked that was so far out of his league, like Mike a PharmD (who was an executive at AMGN) wouldn't know that process and prohibitive cost of the cancer treatment associated with DNDN. In their case, as Mike inferred, it is totally an apples to oranges situation and Mike tactfully educated (and it is questionable that the individual asking the question was intelligent to know the difference to begin with) in a concise response the night and day differences. Facts, the recent reawakening of the dark side only shows their desperation, otherwise they wouldn't sound a peep. They thought the game was over and got complacent and woke up about a month ago when the MM's were scrambling to keep up when the volcano gave it's warning eruption...notice the preface of warning. I'm actually encouraged with the recent spate of puppets waking up....I've been having a bit of fun with SO and his lemmings, very entertaining to say the least  |
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Post by joeypotsandpans on Nov 7, 2017 18:06:57 GMT -5
Mike's my hero, not sure how he landed on our shores but both as a PWD and an investor, thank you lord.
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Post by joeypotsandpans on Nov 6, 2017 19:00:32 GMT -5
Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race Joey, I can’t imagine someone not worried about their credibility, but what you just said makes a lot of sense. And you’re thinking like a CEO Sports, his credibility, resume, and level of education speak volumes already to get to where we are now compared to 1 yr. ago and the so called analysts whose education and backgrounds pale in comparison. He's not worried about the short term jabs rather the longer term success PWD can enjoy with the benefits of Afrezza. Btw, I'm thinking more like a pissed off T2 that has waited two years to get his script filled. |
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Post by joeypotsandpans on Nov 6, 2017 18:21:50 GMT -5
IF he misses guidance, I'm sure he will explain his reasoning for missing very well. I believe in the product. Sales growth is continuing at a sustainable pace and will most likely eventually perform well enough to be profitable. It is all about getting the word out to as many diabetics as possible. We shall see tomorrow. Maybe the sales growth from the label change takes more time than he anticipated. Maybe Mike isn't worried about credibility as he believes 9 mos. down the road investors will be flocking to invest, if he didn't get the alloted raise he managed at the timing it was needed he may not have needed to worry about 9 mos. down the road. It's called survive and advance, rule of nature....obviously there was some significant confidence at $6/sh as a vote of confidence by investors that may not be worried about the current quarters "guidance". As much as SO is harping on "the street" and their possible dismay falling short of guidance, that is a continuing charade of noise over the bigger picture which is getting the insurance on board, that is where the rubber meets the road in this race |
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Post by joeypotsandpans on Nov 6, 2017 15:02:01 GMT -5
Why are you "nervously holding", you should be looking forward to it as there is a ton of positives relative to the last few quarterly calls....the phone calls have started "saw it's down to $3 should I pick some up here" ....my opinion to them is it's a steal, this is pretty typical right? I'd get a call, "WOW, it's close to $7 I'm kicking myself for not grabbing some while it sat before the run up" now you'll get "should I wait until it goes lower?" so so typical. I like the nervousness and negative sentiment heading into the call, actually prefer it this way than the other way around...in the end it doesn't really matter because it's going to go where it's going to go...you either believe in the science or you believe the world is flat...you know kind of like monomer vs. hexamer  So it is pretty obvious the "nervous" articles/blogs that are posted today including our friend SO, in case for some reason this gets tossed for "whatever reason" by his friendly editors over there I figured I would post what my response was to his most recent "objectivity article": Tell us something we already don't know, an elementary student can tell the numbers are not going to meet guidance, it's not going to be a surprise and has already been "priced in" heading into the call....sure there is the chance of another "bear raid" using that as an excuse to try and shake committed longs as usual, but to understand the risk compared to the shorts never covering the first time they could maximize their profits near a zero share price not only emboldens those locked up shares but encourages adding to them. Ironically, the only can that continues to get kicked down the road is the prediction of the demise of the company....we've been hearing it consistently for years and years and yet somehow the company continues to defy.....guess we'll be saying the same thing in another six mos. or maybe not as the additional studies continue to show the superiority that the increasing number of testimonials continue to illustrate. From the past regarding the "kicking the can down the road theme": Funny you say that, as stated in the article (like I have said in the past one has to question the ungodly amount of articles on a company that is without a doubt struggling to survive, in other words does it have to be repeatedly "pounded", pun intended) when "staunch perma-bulls are selling", that is the epitome of what some would term capitulation in the investment world. Without combing through the litany of articles this particular author has written along with the cauldron of "praising followers" lol, I wonder how many times there has been his personal "estimate of when cash will run out" and how many times it in fact has been extended....seems like this has been ongoing for at two years but somehow it is akin to ok then tomorrow, ok then tomorrow, and so on and so on. If one were to consider that any remote possibility of a takeover without the common getting eliminated, then what amounts to roughly 18.8 cents/sh pre-split is more likely a time to purely speculate from an EV standpoint rather than a "you should salvage your last few cents standpoint" in my opinion fwiw... Apr 21, 2017. 09:43 PMLink MannKind Under A Buck - New Script Numbers Remain Below 300 - Spencer Osborne The same "free beer" analogy can be said for your articles reiterating MNKD's demise. 23 or so of your last 27 articles continue the redundant theme that this company would have been BK by now or you keep extending the timeline....and so on and so on....again like I stated probably about 10 articles ago...you seem so obsessed about a .50 stock...why keep pounding away on something that should "obviously" wither into obscurity at "some point" down the road....your "free beer" analogy could just as easily apply to your continued "prediction" of the company's demise....find it (the irony of your analogy) very comical Feb 11, 2017. 03:12 PMLink MannKind, Afrezza Sales, And 'Free Beer Tomorrow' - Spencer Osborne What a peach, and it continues, no other articles written by him since mid Aug on any other companies, seems odd....seems pretty "fixated" to me especially for someone that is "not receiving any compensation and has no position |
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Post by joeypotsandpans on Nov 6, 2017 14:23:26 GMT -5
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Post by joeypotsandpans on Nov 6, 2017 10:28:59 GMT -5
I would say that was a pretty nice rejection of the first test of the 50d sma support after the sep/oct bullish breakout, nice reversal off that probe of support lets see if it can take out yesterday's high at $3.36 The 50d sma continues to act as nice support as the week begins, the rejection last week says this was oversold, a break above current resistance at $3.50 would open the door to the recent higher levels:   |
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Post by joeypotsandpans on Nov 4, 2017 14:48:52 GMT -5
tunein.com/radio/CNBCs-Mad-Money-with-Jim-Cramer-p124772/?topicId=117794759 he starts talking about it at the 39 min. mark so you can spare yourself the rest lol. It seemed unusual to me for him to just pull this one out of the hat and his rant of how it bothers him when he doesn't know the answer to a question. If he truly did his own research he would have mentioned the history with the label and gone into further detail about what transpired regarding the issues regarding insurance coverage and important change of leadership. If he actually did his due diligence then he would have noted why the stock jumped recently instead of focusing on the price drop after approval. This has smells of his connection with "The Street" and timing wise using two minutes of his segment right before the earnings call, maybe a coincidence or maybe not but either way he should have mentioned that they are reporting and having their call in a couple of days so why not wait to give his opinion after the report and call? Lets think about that for a minute
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Post by joeypotsandpans on Nov 3, 2017 15:39:13 GMT -5
Not sure how many employees they actually have in Thousand Oaks ("TO" in these parts), but my guess is not too many, and likely most live in the area, have worked for MNKD a while and likely have fairly deep roots here. Mike used to work just down the 101 freeway a piece, so.... likely not moving, and likely no big savings by moving. California state income tax is high, but I believe you still need to have income to qualify. Well Mr. Oriley, those Cali people continue to flock over the border to lost wages....no state income tax, can get from one end of the valley to the other at rush hour within about 45 min. as opposed to hours upon hours on those freeways a piece, and less "shaky" ground....hell even one of their football teams are heading over ....would be a nice spot for the second manufacturing facility down the road, great distribution hub here geographically from a left coast perspective of course |
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Post by joeypotsandpans on Nov 3, 2017 14:06:59 GMT -5
... Adding my own unsubstantiated speculation - Jason's report has more to do with Maxim trying to get on Deerfield's good side - by effecting the near term vwap - than it does with MNKD. If you are an unethical research/investment management group that isn't much concerned with your reputation on the street, you are looking to suck up to Deerfield, who can provide much more business down the line. So the executive summary is that we have no way to decide why Maxim (or any other analyst) does what they do other than that somehow it's in their best interests! Analysts as well as various "authors" that come under the guise of looking out for the little guy, always makes me laugh those articles with the generic disclaimers that indirectly are saying hey "I'm writing this to save you some grief from the kindness of my heart, really no really I am....I have no financial interest or anything better to do with my time than to tell you how bad this company and product are and you should be very careful on your investments, I care about you, really no really I do" ooookayyyy... righty oh then. I've received phone calls in the past where I was informed of an article that was going to come out the next day bashing a ticker and the "just letting you know in case you wanted to sell (short) before it hits". Those are the games played on a regular basis, how the author's benefit I'm sure is nice enough to keep them coming but it certainly isn't from the "goodness of their hearts" rather as you say regarding the analysts..."in their best interests" guise ɡīz/Submit noun an external form, appearance, or manner of presentation, typically concealing the true nature of something. |
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Post by joeypotsandpans on Nov 3, 2017 9:38:30 GMT -5
relaxing is for pussies. 571,514 shares in 18 minutes. I am waiting for take off, $3.38 presently. price could go to $4.50 today. we will see. hopefully not famous last words.
or since price is trapped at 3.40, Monday.
1,009,274 shares in 41 mins. 3.50, 3.55, 3.62, 3.68, 3.75, 3.84, the prior highs, the stops that need to be taken out.
Here is another example of a recent 16yr bio breakout with paradigm changing capabilities...sometimes the patience pays off    |
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Post by joeypotsandpans on Nov 2, 2017 20:43:49 GMT -5
MNKD Nasdaq real time volume, 5,001,930 shares. www.nasdaq.com/symbol/mnkd/real-time
MNKD Nasdaq summary volume, 7,459,960 shares. $3.23 plus .22 plus 7.3% www.nasdaq.com/symbol/mnkd
scripts tomorrow, two more trading days until earnings cc. Price needs to take out $3.30 1/2016 sanofi low. (and keep going up)
added: The week has not ended it ends tomorrow. This is the weekly. Sidenote: joey and all. so was it you joey? someone made mention of a demented inverted (reverse) head and shoulders. I hadn't seen it. Today I may be seeing it. I make mention of it, because I remember years ago, someone telling me, to buy the right shoulder. I mention this because if this is a demented inverted, this is the right shoulder. the break out is 7 dollars and the measured move is to 17 dollars. JOEY? heh
No Peppy, unfortunately the one I was looking at until the summer of '16 was the following massive one until that right inverted shoulder got "dislocated" lol, I didn't realize it was going to be a hunchback :
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Post by joeypotsandpans on Nov 2, 2017 10:02:16 GMT -5
I would say that was a pretty nice rejection of the first test of the 50d sma support after the sep/oct bullish breakout, nice reversal off that probe of support lets see if it can take out yesterday's high at $3.36 |
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Post by joeypotsandpans on Nov 2, 2017 9:28:08 GMT -5
Why not just go straight from buy to sell if you are saying they don't have enough to sustain operations... Because they don't have enough to sustain operations . . . which means there is another raise coming in the future and if he continues to play nice they may get a piece of the next round. Analysts show their teeth once in a while to remind the company who writes the research, that the research isn't really free, and that the teeth can either smile at you or bite back. Message delivered. no guarantees of such, that is an assumption, it doesn't mean squadoosh or it could mean that Mike either sees funds coming from something or someone else....how does the analyst know for sure? Are you insinuating that he has some type of inside information of an additional capital raise/direct offering/ and not Mike waiting to use the ATM or some other vehicle? He looks like an idiot and sour grapes and his third tier firm would have been better served playing with sugar to get honey rather than throw a tantrum at missing out on the last one. How's his track record post his recommendations? |
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