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Post by joeypotsandpans on Sept 3, 2015 9:08:51 GMT -5
Why the sad face? This has extremely positive implications  |
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Post by joeypotsandpans on Sept 1, 2015 11:22:30 GMT -5
Avogadro: Thanks for your valiant attempt to lift the spirits of the committed long investors here. Anything new to add??? My reaction to your post: Other than that, Mrs. Lincoln, how was the play? Mrs. Lincoln...hilarious! There is 121mill shares of "remaining work" to be undone...now that is the major task I see at hand, with a combination now of a discipline group of INVESTORS, institutional holdings, and a volatile market that raises uncertainty for some valuations and future earnings of some large caps moving forward, I see a share price that looks very attractive given the fundamentals and technicals of this equity...the scripts building behind the insurance dam "wall" continues to rise...trust me it's there as I am one of them and know others as well...when it breaks it will make the levee breaking during Katrina look like a tropical storm for the "short sighted"  |
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Post by joeypotsandpans on Aug 24, 2015 9:50:00 GMT -5
I just woke up...about to take cruise with the family...feel like I haven't missed a thing looking forward to the H&S pattern playing/finishing out here over the next month or two....nice to see they couldn't cover squat with these lows...bring on the Caribbean doubt I'll be missing much back on the mainland Liane, hope to join in on some of that chocolate once I can get my script filled when I get back |
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Post by joeypotsandpans on Aug 21, 2015 9:30:01 GMT -5
That's all that's been out there lately. But if nobody wants to see them I won't post them anymore. I personally, like to hear both sides. Everything seems to bother you,lefty.You need to lighten up. Personally I love to see them...I get more concerned when they're not out there ...as pitiful and desperate as they are they continue to reaffirm how screwed they are...anyone see Matt from down unders latest....it's very "libre"ating |
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Post by joeypotsandpans on Aug 20, 2015 13:28:35 GMT -5
This board is so jaded at this point, it truly is a beautiful thing. 4 mill. sh traded, they cannot get out at these prices must be frustrating as hell for them....meanwhile, back at the proboards ranch the gang is posting pics of pharmacists having a little fun with a dreamboat as AF remains such a wonderful role model for his kids....ever have your kids ask you "so what did you do to improve society today?" I have and couldn't imagine the response someone like that would give their kid...let alone how they'd feel when asked. Nice role model's AF & Kliff among others...fits into that previous post about "natural selection" Who would you prefer as a role model AF or someone like Sam, Eric, or Laura etc (obviously Al is in a class by himself). The dichotomy is as extreme as both sides of the battleground...actually sums things up pretty well when you think about it doesn't it. www.youtube.com/watch?v=UPphDSc6ZEE |
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Post by joeypotsandpans on Aug 19, 2015 17:06:43 GMT -5
Greg, Here's a huge speculation...the short position would have been made a lot easier if it weren't for this board, whether the numbers are skewed or not from the poll that BD created on the "lending of shares" and some of the interpretation of the numbers I firmly believe that this forum houses quite a bit of shares in strong hands...which is obviously rubbing Kliff and "others" the wrong way...read his latest, it's a hoot! Some may actually find the board entertaining, anything wrong with that?...of course YMB takes care of 90% of the entertainment needed sometimes but there is other value here then just MNKD discussions, the other biotechs thread, as well as many other threads and sub forums, the afrezzajustbreathe.com site alone was an aggregate brain child (thank you to those that took and continue to take the time to enhance it) that if nothing else makes this board more viable than any other one you could think of IMO..connections are also made behind the scenes that you would not be aware of as they are private from those that trust one another...the board is invaluable for many reasons IMO. Btw, here are some synonyms for Cult (think of MNDK's founding father when you read these ): "a cult of personality surrounding the leaders" synonyms: obsession with, fixation on, mania for, passion for, idolization of, devotion to, worship of, guess those synonyms bring some verbose expressive people together. |
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Post by joeypotsandpans on Aug 19, 2015 16:48:20 GMT -5
I'm not sure what is funnier...Brentie's avatar, the great Kool Aid/Dreamboat avatar, or Kliff's "article"  PS. if I had a gun held to my head it would be that cat coming out of the cupboard...probably your best yet Brentie lol |
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Post by joeypotsandpans on Aug 19, 2015 16:14:45 GMT -5
Still very much intact, maybe that large open interest in the Jan 5 calls is foretelling? finance.yahoo.com/echarts?s=MNKD+Interactive#{"showArea":false,"showLine":false,"lineWidth":"2","showCandle":true,"lineType":"candle","range":"10y","allowChartStacking":true} |
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Post by joeypotsandpans on Aug 18, 2015 19:08:33 GMT -5
To be quite candid, honestly I sure hope that's true, that they believe that history will repeat itself...after all that has been their thesis after the thesis that it wouldn't get approved or wouldn't find a partner, etc, etc. That means the longs are betting that history will repeat itself with another short thesis going by the wayside...that is how they got themselves into the pickle they're in to begin with. They've had to literally double their short position in the past 12 mos., that does sound like gamblers that are chasing a bad bet and don't know when to say u n c l e. Joey some of your post makes sense, but what I don't understand is the notion that the shorts are "chasing a bad bet and don't know when to say uncle." Haven't those shorts made a good bet and it's more a matter of when they decide to take profits? Please correct me if I'm missing something (I hope that I am). Rather than repeat it again you will get the gist of it from this thread read the sequence and chronological order of events etc. mnkd.proboards.com/thread/2412/adam-bloated-balance-sheet-compare |
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Post by joeypotsandpans on Aug 18, 2015 12:25:11 GMT -5
KC, It doesn't really matter to me what you believe, but go ahead and "shoot the messenger" just because you didnt like the message. Truth be told, I didn't like the message either and tossed it around for several days as whether I would share it with the board. And BTW, this person was not someone I just met. Like I said, he was a friend of a friend whom I knew had started and managed a hedge fund and when we started talking about biotech stocks, I mentioned that MNKD was one of my largest holdings. It was then that he told me that his HF had been short MNKD, owned puts, and as part of the discussion explained his reasons for his short position. Trend Trend, Are you the same "Trend" who's a much more obvious basher on another MNKD message board? If so, you're much more subtle in your bashing here. I don't know Trend personally but he's been around a lot longer than quite a few and from what I've read he's always been a staunch long/and invests/trades off technicals...he makes perfect sense when he says it's always good to listen/gauge the thought process from the opposite perspective...it will either possibly alert you to something that you may be possibly missing or reinforce what you assessed in your due diligence and they cannot process. Not that it matters, but I believe that the conversation took place and like I said in my post, it helps me confirm some of my thoughts on the errs of their ways |
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Post by joeypotsandpans on Aug 18, 2015 1:19:44 GMT -5
Just got back from vacation and I spent some time with someone who runs a small hedge fund ($200 million). The topic of Mannkind came up and he told me that his hedge fund just recently closed out his relatively large short position in Mannkind but stills owns lots of puts. He knows Jason Karp well and believes quite a bit of JK's short thesis. In fact he read me a portion of JK's recent comments of the recent MNKD CC. In summary, he said that the "Street" (very knowledgable Wall Street gamblers) believe that the CEO of Sanofi has no real commitment to Afrezza and further believe that's it's highly likely that Sanofi will terminate the partnership early in 2016. He thought that if that happens, the share price could drop to $1.50. i know that this is diametrically opposite of what we heard on the CC - and that's why I titled this thread "For What It's Worth". Trend To be quite candid, honestly I sure hope that's true, that they believe that history will repeat itself...after all that has been their thesis after the thesis that it wouldn't get approved or wouldn't find a partner, etc, etc. That means the longs are betting that history will repeat itself with another short thesis going by the wayside...that is how they got themselves into the pickle they're in to begin with. They've had to literally double their short position in the past 12 mos., that does sound like gamblers that are chasing a bad bet and don't know when to say u n c l e. Either Sanofi has their reps and US marketing team fully snookered which I personally doubt they would go through a whole series of exercises in futility for what purpose I have no clue...then you would have to assume that after they put out a nationwide methodical campaign in educating physicians/diabetic educators through regular regional dinner seminars they would leave themselves vulnerable to a competitor/white knight swooping in to leverage the time and effort already spent. From my perspective fwiw, and from what I've stated in the past especially with their ballooning balance sheet that there was a reason Karp went on CNBC whether directly or indirectly when it looked like the first thesis was shot, then the second one, and now the third one (again to be honest each one is more ridiculous than the last). Personally, if it were the case and they sincerely believed it, why would they have to continuously publicize it...keep quiet and let the price drift north so you can short it from higher levels right? That would make a lot more sense to me if they truly believed it and hence why I love the statements made to you Trend. Thanks for relaying the conversation |
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Post by joeypotsandpans on Aug 17, 2015 19:15:16 GMT -5
Our commercials will be about 80% shorter, actually nine words come to mind - superior and virtually no hypo's if basal reduced accordingly They absolutely know/have known what is coming from around the block....we just didn't think the blocks were going to be this lonnng. |
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Post by joeypotsandpans on Aug 14, 2015 13:35:48 GMT -5
Super update Papi!! |
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Post by joeypotsandpans on Aug 14, 2015 11:12:38 GMT -5
You have to love the way this all works. Would love to see class action lawsuit against the insurance companies to expose everything that is criminal behind this...I have UHC just like NCcapitalist...same issue, I'm sure we could find a diabetic attorney that might prefer this treatment...it wreaks of anti trust as well, just flat out wrong on so many fronts! |
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Post by joeypotsandpans on Aug 14, 2015 10:03:50 GMT -5
I need help understand the Insurance Coverage for Afrezza. Why does it take 6 months to 12 months before those insurance company start thinking about MNKD's Afrezza as stated in the CC? How come Sinofi's other products get better insurance coverage when they launched? Toujeo is based off the same molecule as Lantus, it doesn't get the "new drug block", plain and simple. Afrezza is totally new and the bitch left her footprint with the "non inferiority" as opposed to proving "superiority" designed trials. They were admonished by the panel member that questioned why they set up the trials that way...of course they couldn't answer the question but later in the lunch line overheard saying "orders from above". The HF shorting and the minions working for them knew they had plan B which was if/when it got approved with a "non inferior" label not to mention the black box warning and spirometry requirement it would buy a decent amount of time as it coincided with the competition lowering pricing to monopolize the formulary status. The coordinated marketing blitz you see with ads now on TV touting "approved by most insurance plans" is too obvious... They knew all along they had the inside rigged, it exuded from their brash smug confidence (how many times have you heard a long say they're too confident like they know something)...however, they didn't realize what they were up against regarding the Sam's and Eric's which reinforced the longs confidence...thus you have the battleground that has become the continuing MNKD saga. c'est la vie until someone or something takes on the establishment...hopefully it is SNY in this case mn just saw you beat me to it...but figured I would add some background |
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