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Post by kc on Oct 25, 2017 10:30:32 GMT -5
60 enrolled and a 15 day study is not a long period of time or a very big group.
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Post by kc on Oct 24, 2017 21:31:39 GMT -5
Looks like he is still at Sanofi.
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Post by kc on Oct 24, 2017 17:00:19 GMT -5
I thought that everybody already knew that answer.
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Post by kc on Oct 24, 2017 12:11:47 GMT -5
This has been discussed in length and was rejected by Pfeffer due to insufficient funds. We now have enough cash for this! Let's see what Mikey does here!? Mike is a Eagles fan and will buy one for the Super Bowl if the Eagles make it.
But seriously the Super bowel would not be a good place to flush money down as you have to deal with the legal disclaimers which chew up the time devoted to the product.
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Post by kc on Oct 23, 2017 12:06:47 GMT -5
A bit early after a long wknd and wondering if any would be so kind as to ball park total additional dilluted shares are in play as a result of ammended debt structuring via Deerfield td - it appears minimum numbers are in place w respect to total shares and price point on one covenant as well as aggregate on other. So assuming we are at approx 1,1140000$ shares as of Friday etc... Thanks in advance. Fb Seems to me Deerfield is going to get close to 10% holder provided they havent sold what has been previously reported.
MNKD issued 973k shares as part of deferring the 8/18 notes to 10/21.
The $10MM due 10/31/17 now moved to 1/15/18 looks like it will be converted to shares at Deerfields option. Up to $4MM shares can be converted with a floor of $3.25.
I think that Deerfield knows the future and will hold onto the stock. They have played this game to win and know it takes time but that they are on the 50 yard line. They have been on both sides of the 50 Yard line but hopefully they will stick around for the ultimate play or TD.
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Post by kc on Oct 23, 2017 11:51:18 GMT -5
madog, if the stock reacts the way it has to Kent K. buying at $6 (along with few other big money types), I doubt any of the above is going to be a positive mover. Something else, maybe. I had circled 10/23 and 10/27 for announcements. So far on 10/23 we had the two announcements. I am looking for one more announcement on the 60 Million. Perhaps that will be by 10/27. Then you will see the pps moving upwards.
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Post by kc on Oct 22, 2017 18:59:33 GMT -5
Things are very unclear to me, we are now progressing into some mercky waters. You just have to Amgen upstream in those Mercky waters.
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Post by kc on Oct 21, 2017 13:26:38 GMT -5
Right, and a lot of good people get laid off. Anyone who says otherwise is just talking smack. Some will be good. Many more will be relatively low performers. But even the good ones won't be the 'cream of the crop' (which is what I said). To be fair, I am not in pharma, and maybe there is not much difference between a good pharma rep and the best pharma rep. I dunno. But I don't see why we have to publicly advertise that we are targetting another company's cast-offs. The optics are just bad. That's just my opinion. YMMV. So instead of: "For top sales people impacted who have diabetes experience email us your resume with your home base in subject line and resume at Freedom@mannkindcorp.com." I would have preferred just: "Top sales people with diabetes experience email us your resume with your home base in subject line and resume at Freedom@mannkindcorp.com." And without the Merck story / graphic attached to it. The posting was very interesting but there are a couple responses and comments like this one below. What do you make of it.? You can’t make it up “Nate Stalnaker Pharmaceutical Sales (Diabetes Specialist) 2h Thanks Sean Hulin! I am definitely familiar with Afrezza and wholeheartedly believe in its capabilities. We had some challenges in our area with managed care and spirometry testing when I was selling for Sanofi, but I would gladly welcome the challenge. I have the upmost respect for Merck and believe in their ability to make it happen. Thanks again for your endorsement Sean Hulin! “
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Post by kc on Oct 20, 2017 15:38:23 GMT -5
Oct 2017 Sch 13F Creative Planning filed 10/17/17, Bank of Montreal filed 10/16/17, increased Mnkd holding significantly by 933%, 26,785.71%, respectively. whalewisdom.com/stock/mnkdChange "Quarter to View" field to Q3 2017 13F Filings Alternatively, www.nasdaq.com/symbol/mnkd/institutional-holdingsClick on "Date" to list filing in chronological order. Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s) AMERICAN FINANCIAL NETWORK ADVISORY SERVICES LLC 09/30/2017 8,000 8,000 New 38 ATWOOD & PALMER INC 09/30/2017 800 0 0.00 4 BANK OF MONTREAL /CAN/ 09/30/2017 150,560 150,000 26,785.71 715 CREATIVE PLANNING 09/30/2017 211,823 191,318 933.03 1,006 I Know the CREATIVE PLANNING folks but they won't tell me their views on MannKind. They have been in and out of it for 4 years. I hope they intend to stay in it now. very successful group in KC.
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Post by kc on Oct 20, 2017 10:34:04 GMT -5
The lending rate is 50% today but the borrow rate is still 99%
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Post by kc on Oct 19, 2017 13:39:49 GMT -5
Can you say a Paradigm shift in treatment. This trial if they get the 400 enrollment would be great for MannKind. You get some great exposure and tie it together with a cutting edge tool like one drop.
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Post by kc on Oct 19, 2017 12:16:30 GMT -5
Too bad we don’t have a thumbs down choice on each post in addition to a thumbs up. Uvula, I don’t like to see the price drop either but to say that the COB went short on the stock to protect his $6 pucrchase price is improbable. I can just see the headline now...”COB shorts his own companies’ stock to protect his purchase price in recent purchase transaction.” Do you really belive this or just striking out because the price the price is falling again and now below $4? I nevwr said or implied that Kent shorted the stock. I'm sure he did not. He is a rich guy and very supportive of mnkd. However, he knew his purchase would help drive the stock price up. This is probably why he purchased when he did. He was not doing it for personal financial gain. And maybe it was the right thing to do to help the company survive. This is what I meant by saying that he knew what was going on and was not caught with his pants down like someone else suggested. The market has been very hot and maybe he invested at $6.00 to later sell for a capital loss since he probably has many positions that have HUGE gains in 2017 and prior years. So he took one for the team! But then again this guy is a winner and that would be against his moral and ethical standards. He wants to win on every investment.
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Post by kc on Oct 19, 2017 12:13:28 GMT -5
I'm waiting for sub $2.00. Probably next week. Personally, if I was the COB, and just lost almost half a million in a week, I might be just a bit pissed off. Let's hope he is smart and wise with vision to the long term future of MannKind. He did not buy it to lose money. My bet is there is more to unfold before the end of 2017. But then again I have extreme fantasies that are uncontrolled by hard drugs or liquor.
I have a fantasy date circled. 10/23 and or 10/27 again I'm just a dumb old retail investor.
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Post by kc on Oct 19, 2017 12:09:21 GMT -5
They still show borrow rate at 99% and as Hard to borrow at Fidelity as of 12:09 this AM.
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Post by kc on Oct 18, 2017 20:55:54 GMT -5
I guess I had never seen that 2010 presentation. But I now understand why the injected insulin producers and the pump companies hate MannKind.
Afrezza is so just DISRUPTIVE to their profit chain they will do anything to kill the product and the company.
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