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Post by kc on Feb 15, 2018 12:51:05 GMT -5
Aaron Kowalski is a Afrezza user.
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Post by kc on Feb 15, 2018 10:20:10 GMT -5
Sabby Management LLC took a New position in Mannkind in the fourth quarter buying 1.2% of company’s outstanding stock. The hedge fund manager bought 1.45 million shares. Sabby has PUT'S AND CALL'S so they are just playing a spread.
2018-02-14 13F-HR Sabby Management, LLC Put 6,048 8,169 35.07 1,312 1,895 44.44 2018-02-14 13F-HR Sabby Management, LLC Call 1,727 116 -93.28 375 27 -92.80
and some others by Sabby.
But take a look at all the new holders. you can manipulate this link many ways so its help to see the date. Total: fintel.io/so/us/mnkd
Buyers: fintel.io/sob/us/mnkd
Sellers: fintel.io/sos/us/mnkd
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Post by kc on Feb 15, 2018 10:13:58 GMT -5
Fintel I/O site.
Security MNKD / MannKind Corp. (56400P201)
Institutional Owners 121 Form N-Q Owners 9 Institutional Shares 20,826,304 - 17.78% (ex. N-Q) Common Shares Outstanding 117,147,107 shares (as of 2017-09-30) (ex. N-Q) Institutional Value $ 51,944,000 USD (ex. N-Q)
Institutional Stock Ownership and Shareholders
MannKind Corp. (NASDAQ:MNKD) has 121 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 20,826,304 shares. Largest shareholders include Group One Trading, L.p., Vanguard Group Inc, BlackRock Inc., Susquehanna International Group, Llp, Susquehanna International Group, Llp, FMR LLC / Fidelity, Goldman Sachs Group Inc, Sabby Management, LLC, Group One Trading, L.p., and Norges Bank.
MannKind Corp. (NASDAQ:MNKD) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
fintel.io/so/us/mnkd
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Post by kc on Feb 15, 2018 10:09:32 GMT -5
I would bet that Kendall knows too well what Afrezza is about and has talked to his fellow research friends JDRF President Dr. Aaron Kowalski and folks like Dr. Steven Edelman who both are users and encouraged him to take the leap as Afrezza is really a unique Insulin that works well. He didn't leave Lilly to go to a failing company. Something is up. There is a clearer path to success that we see today.
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Post by kc on Feb 15, 2018 10:02:12 GMT -5
As to Al Mann's heirs, they now own these and presumably more. He had close to 30M if I remember right. Split adjusted. Their 5% statements ought to be coming except if he spread them thin across many different entities. He was not a big fan of leaving a big inheritance for his kids. I am sure he took good care of his kids with another trust or during his life time. You can be sure of that.
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Post by kc on Feb 15, 2018 9:33:21 GMT -5
Now, it explained why institution holder % drop to 16% from 21%. Al's heirs are like us, they want money and run. It had dipped as low as 10% on TD Ameritrade site at the end of November but now its back to 13.4% Which is very very low for a public company. Normally Institutional investors are over 50% +++
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Post by kc on Feb 15, 2018 9:29:43 GMT -5
The sixty million dollar purchase was RETAIL Mom and pops buying shares that Deerfield and others who were shorting and used the private placement to cover their short of retail. There is little mystery. That’s why we have not seen a 13d filing of a new five percent holder.
Trader Dennis: I doubt that retail Mom & Pop investors could’ve put together that much juice from a brokerage house to buy $60 million worth of shares. These were bigger buyers than retail. That was proven out t by Kent Kressa buying himself $1,000,000 in shares.
It was not a retail type subscription. It was placed with a few big buyers.
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Post by kc on Feb 14, 2018 22:38:35 GMT -5
Will it be a pump or the real thing? I guess if it’s a planned sale like last October then it’s a planned pump and I hopefully would be smart enough to sell. Then rebuy after the dump.
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Post by kc on Feb 14, 2018 21:39:09 GMT -5
I agree it will likely be presented by the University of Colorado. Hopefully, Dr. Kendall can at least be on stage to help drive attendance and answer questions...and there will be two GIANT CGMs overhead lighting up like scoreboards to show the results. Ok...I know this won't happen at the ADA but it would be awesome and memorable. MannKind can also sponsor some presentation room discussions. Sanofi did that the one year they had Afrezza’s coming out party.
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Post by kc on Feb 14, 2018 21:32:19 GMT -5
Don’t be upset with the Mann Foundation. They rode the roller coaster like the rest of us. The trustees I am sure wanted to see the stock higher and they do want the company to survive. My GUESS is that they also had other holderings in the foundation and that perhaps they offset the losses on the MannKind stock with extremely good gains on the other holdings if. There were other holdings. So for the foundation which has tax consequences this would have been a good move. Maybe i’m Wrong. Long term this might also be a good thing as it does cut the ties further from the Mann Family. Believe me that is probably hard for them as this was Al Mann’s baby. But with ties being cut it sends a clear message to the investment community that the Board of Directors are making decisions that are in the best interest of the shareholders and company. We still have the unknown question of who purchased the 60 million in shares at $6.00. Some party or parties are sitting at below the threshold of 5% ownership unless as many have speculated were purchased by Deerfield for the purpose of making enough to get out with a profit. I really doubt that occurred as they would have had to disclose that ownership as they would have been over the 5% threshold. There is a lot that we don’t know and what ever I say is pure speculation on my part. I have not had the time to review the documents today of Mann Group or Deerfield. I know there is still debt that Deerfield still has so we are not free from them yet. By the time we see these filings they are old and moldy. We don’t really know what institutional holders there are or what %. I know that back in December the Institutional holders were about 10% now it shows back up to 13.5%. But nobody really knows what it is today. Filings are due 90 days from the end of each quarter. By the time we see them they could have sold out or bought it.
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Post by kc on Feb 14, 2018 11:29:43 GMT -5
I am sure the Deerfield / Flynn Felt they could make better use of the capital somewhere else that had more volatility/upside in today’s market. Not sure what this means for mnkd probably is not bad.
Mike’s confidence recently probably shows that the company is on the road to survival in the Damocles is not hanging over its head. The restructuring job goes on but is shows that they can successfully eliminate some of the parasites around the companies feet.
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Post by kc on Feb 14, 2018 11:15:51 GMT -5
And a damm good Bass player!
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Post by kc on Feb 13, 2018 10:29:28 GMT -5
Maybe Dave showed Mike how uneven the playing field really is. Maybe Dave described to Mike some of the many things Eli Lilly does to maintain market share with insurance companies. Maybe Dave told Mike your superior product will remain niche, due to the way big Pharma and big insurance are structured. Sounds from Mike's tweets he is pissed. I would be really pissed, too. You must interpret things differently than most of us I don’t see Mike being pissed. I see him working to remove obstacles one at a time and it takes a lot of time to remove each one.
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Post by kc on Feb 12, 2018 21:39:32 GMT -5
Gee I wish that I found this out 3 1/2 years ago. I could’ve saved myself a lot of money. Oh well!
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Post by kc on Feb 12, 2018 20:23:28 GMT -5
I actually saw this article on Facebook yesterday. And everybody was commenting on it. I think if you peel away the onion you will see many other people (1000’s if not more) commenting on this particular article besides ‘Mike
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