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Post by kc on Dec 19, 2017 20:50:58 GMT -5
Here is what I believe in a nutshell. I believe that Al Mann thought that people would flock to Afrezza because they could avoid needles and because it is a much better insulin. I also believe that he thought he could create a myriad of products based on the Technosphere delivery system (embarrassment of riches anyone?) Chris Viehbacher bought into that story but was dumped by Sanofi and along came Olivier Brandicourt who didn't buy it at all. He dropped Mannkind like a hot potato. We moved out our finance based CEO for a marketing CEO with the notion of going it alone and this is where we are today. Unfortunately the marketing guy hasn't been able to move needle much on sales despite the "in-house" sales force. We are treading water at best. Good luck to all. You get the lump of coal for Christmas 👍
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Post by kc on Dec 19, 2017 18:33:28 GMT -5
Today as I was cleaning up my portfolio and eliminating some losses that I needed to sell off along with taking some gains on winners to balance. One stock that did not enter the buy/sell was MannKind as its ready to be a very positive player in 2018. I have never ever thought about not hanging on to MannKind as the fuse is lit and one day SHORTLY we will explode with some great news from Mike.
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Post by kc on Dec 19, 2017 17:51:54 GMT -5
My son who Graduated from IU had this in his drinking song. Gloriana Frangipana, E'er to her be true.
Its gibberish to the unknowing person.
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Post by kc on Dec 19, 2017 16:31:17 GMT -5
Merry Christmas and Happy Hanukah to those of us who celebrate it. I hope we all have the joy of the season and the best to all of you except the haters and shorties of MannKind. To them I give my customary Lump of Coal.
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Post by kc on Dec 19, 2017 16:22:37 GMT -5
I had this posting deleted by SA twice today. I guess that I hit a raw nerve.
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Post by kc on Dec 19, 2017 16:21:09 GMT -5
Temptation almost got me today. I have been on the 10 step program for years with MannKind.
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Post by kc on Dec 19, 2017 14:49:26 GMT -5
I think Mike did lay his cards on the table when he put slide 18 of the following presentation up files.shareholder.com/downloads/AMDA-22AIJ9/5744442559x0x957803/FF146CED-EE59-48D1-9F66-F1B2AB1EE058/MannKind_Cantor_2017.pdfHe quickly delivered on a few items. It has been quiet for a little while, but I think that the additional shares that were authorized last week were needed to move forward in some areas. It has at least been hinted that future partnerships will involve some purchase of shares. Prescriptions have been increasing lately. He has delivered $60 million in cash. I think he will need to continue to check items off of that list in order to prevent the share price from dropping, and I am optimistic that he will. Easier view of Slide 18.
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Post by kc on Dec 18, 2017 19:22:30 GMT -5
Very nice job, Joey!! Tough road, though, has been and will continue to be until there is a material crack in the insurance issues.I'm fervently hoping that Afrezza is going to have much better, more comprehensive coverage across insurance companies in 2018 versus 2017 and prior. If NOT, I say it again with apologies.... lower the damn price. Insurance companies are people too ( ) in that they don't like losing money any more than you and I do. In fact they like it even less as they tend to be greedier than the average human being with a soul. TAKE MARKET SHARE now by lowering the price and undercutting Humalog and Novalog. It is a BIG mistake to price Afrezza higher than injectables even though it is indeed a much better mealtime insulin. Grab that market share. Make it more accessible to many more diabetics. Raise the price down the road if you must. Inject (pun intended) some needed momentum into the new paradigm of the finest prandial insulin on the planet. Exactly what I said about a year ago. Drop the price put the pressure on the other companies
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Post by kc on Dec 7, 2017 21:27:21 GMT -5
I have become a believer of the power of Twitter. You can drill down on the Twitter stats to see if people are reading the tweets. Look how many views my posting was to that person's instagram. I have been watching my twitter posting stats for over 18 months. I see some of the postings that used to get a couple hundred hits in a week now hitting the thousands mark. This one as of today had 3,789 views. You can bet that Afrezza is becoming better known every day.
My original twitter posting. The effectiveness of my twitter posting as of 12/7/2017
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Post by kc on Dec 7, 2017 16:14:01 GMT -5
I choose to believe the management with my yes vote on my suffering shares. And I choose to believe in their judgement on this one also. Think this way: Some clauses in the agreement were terrible and a potential partnersaw it and ask for it in the bargain. Of course MNKD will refute it, still, that weakens MNKD's position, for nothing! I know I have chosen to be blind, and so far it was for worse, but I am more hopeful everyday. I think this is close. Some clauses in the agreement were terrible and a potential partnersaw it and ask for it in the bargain. But the bargain ended when the partnership ceased No future partner would be entitled to the same benefit of a sweetheart deal that the company probably made in 2014. It should remain confidential.
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Post by kc on Nov 30, 2017 20:34:47 GMT -5
Bravo for posting this. This is exactly why to vote yes on the share authorization. Shorts can cover in December after the vote or when the partnership is announced. How soon will partnership be announced? Those potential suitors might want to see the impact of the commercials. One of mikes interviews said the dtc impact takes 3-6 months? The deal gets done before more vanilla dilution is needed. The issuing of shares to a partner gives the partner skin in the game unlike the sanofi deal. Shorts will scream dilution but it is offset by 1) having more cash on hand and 2) credible partner with potential afrezza sales. To be fair, they have already closed one international partnership for Brazil. I would hope MNKD doesn't have to entice a partner with shares to close a deal. They just need to pick regional partners that don't have competitive insulin offerings. I doubt having shares would have stopped SNY from dropping Afrezza, and dumping the shares into the market as well. DBC my comment addressed to you earlier this week below. It’s about a partner interested in BUY IN. In conclusion my FANTASY is that the vote passes and then Mike thanks all the shareholders for their support in authorizing the additional shares. The next week he make an early premarket announcement that MannKind has a new investor in the company who has bought 15% of the new shares at a price of $20.00 per share. Say that’s 42,000,000 shares X $20.00 = $840,000,000 Great liquidity and an international partner. What would happen to share price if that occurred? You would see the PPS surpasss that $20.00 figure. FANTASIES do happen just ask Mike Castagna about his hometown Eagles. They are flying high. Perhaps Mike is the air beneath the wings of MannKind. Looking back over they last 24 months many of us had the bleakest view of our investment in MannKind. Look how many steps forward Mike Castagna and the board have moved the football down the field.
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Post by kc on Nov 29, 2017 22:48:47 GMT -5
I wonder what is causing the jump this morning. It almost made me want to buy a little more but I'm wondering if its just a quick hype before it goes back down Yesterday I sold all of my shares with a cost basis greater than $25 to capture the tax loss, that’s the reason the stock price is up today. I will be more than happy if we can get to $10 by year end as predicted, because now my average cost is below $4. 31 days from now, I might be in the position to buy more. I would have held onto those shares if I didn’t have capital gains to offset. I did that last year on shares and that 31 Days called the wash period were the hardest to be naked on shares.
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Post by kc on Nov 28, 2017 17:23:37 GMT -5
5775 shares total traded so far AH but not my buy at market. Normally there is AH movement.
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Post by kc on Nov 28, 2017 16:12:52 GMT -5
Frozen in time AH. No action. Tested it with a buy and nothing happened YET. Oh well. Not sure what is happening. Perhaps some order rebalances. Seems to be stuff happening. Notice this big block trade at 15:53:06 Chart also shows all trades today over 15K shares.
Two AH blocks just traded. 200 shares at 16:11:06 200 Shares at 16:11:06
My buy was received at 4:08:07 and as of 16:41:15 my buy has not been executed.
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Post by kc on Nov 28, 2017 11:03:06 GMT -5
On Fintel I noticed that Norges Bank is holding shares. Interesting. Here are some of the other large holders. This is from 13 F filings. This is only a couple of names. Sadly the number of Institutional holders is at an all time low %. That is not surprising but there are some good name who do hold.
fintel.io/sob/us/mnkd
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