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Post by saxcmann on Nov 17, 2015 11:36:55 GMT -5
Great post above Compound26! Makes sense! Mnkd has enough money to get them through January. Probably why January options so high as well? Maybe buy-in our buyout just before EMA approval? Just speculating...
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Post by saxcmann on Nov 15, 2015 21:01:51 GMT -5
Okay, thank you guys!
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Post by saxcmann on Nov 15, 2015 20:53:34 GMT -5
Doesn't mnkd owe amphastar $120 million annually for insulin?
How is mnkd going to pay this?
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Post by saxcmann on Nov 11, 2015 11:10:18 GMT -5
If report is false by AF there should be legal action! I'll be first in line!
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Post by saxcmann on Nov 9, 2015 11:52:41 GMT -5
Honestly, you would think AL would have enough foresight to know cash could be a problem,so hopefully mannkind has an answer for this? I'm losing hope if no news by nov 15 tho. Dilution could be avoided mostly. January options are huge because either mnkd runs out of cash (or close) or we get help from sny (buy-in) or TS partnership comes soon. I still believe in AL Mann but going down with his ship.
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Post by saxcmann on Nov 3, 2015 21:56:22 GMT -5
The material news was Sanofi's negative Afrezza comments in their just released earnings report : in whose hands MNKD currently rests. Simply said they are reducing their revenue expectations for Afrezza. That's a cashflow impact for MNKD.. The only question for SNY now (and which maybe answered this Friday) is does SNY double down or walk away (or much worse - something between those two). RBC have nailed it. A downgrade of 85% from their old target price because of some vague comments from Sanofi on their earnings call? That's BS. It is going to kill the stock price. Well that rbc survey explains a lot. I think Afrezza is safe, Pts who use it like it, MDs are losing Rxs due to insurance and lack of product knowledge. All of which can change soon. Any mention of afrezza on Friday will eliminate sny dropping, imo. |
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Post by saxcmann on Nov 2, 2015 13:52:31 GMT -5
Income rate has changed on your loaned securities Thank you for participating in Schwab's Securities Loan Fully Paid (SLFP) program. We're writing to let you know that the income rate has changed for the following securities loaned to Schwab through the SLFP program: Security Name Security ID Old Rate New Rate MANNKIND CORP MNKD 32% 38% Income rate changes for a loaned security are most frequently due to fluctuations in the supply and demand for that security. I guess the market figures that MNKD will be issuing shares for the Israeli market, SNY has no secret plan for marketing Afrezza, and MNKD management has no Plan B for Afrezza. So it is time to sell MNKD short again. They may be right. I am reminded that after the 2nd CRL MNKD didn't seem to have a backup strategy. And as for their survey about how many physicians were willing to prescribe Afrezza, it is all about how you ask the question. You would think fidelity will increase there interest rate soon? They are usually about 2 points higher than Schwab... |
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Post by saxcmann on Oct 19, 2015 17:16:09 GMT -5
Fidelity at 32%!
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Post by saxcmann on Oct 16, 2015 19:29:49 GMT -5
mnholdem the biggest markups are for cancer drugs, often 90+% profit. Because the patient is desperate. The big pharmas say they need the money for innovation and research but the trends have been to downsize research, merge and lay off staff, and generously reward shareholders, B.O.D. and the usual cronies. Seriously, most of the new ideas come out of universities with almost no compensation, the big corporations have legal staff by the hundreds to sponsor and poach. I am certain that Al Mann himself would agree that most pharma prices are obscene. You can't improve much on what nature already offered. Al may likely agree, but for reasons he stated to Margaret Hamburg at some Michael Milken Institute annual gathering a few years ago, and even before the Skrelli incident- that it costs way too much for a company to develop a drug that jumps all the hurdles put into place by overzealous regulators at the FDA that have no concept how to make a rational benefit / risk assessment; IMO (from this and other drug Advisory committee meetings that I followed) I believe they are now so risk averse that they only know how to cover their arses to protect their cushy govmnt jobs. There is a youtube video of it that I am sure you can find if you search Al Mann, FDA, Milken Institute; I think start listening starting around 53 minutes in to catch Al. Started on 50 mins to hear Al. |
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Post by saxcmann on Oct 6, 2015 20:05:32 GMT -5
Mannkind should produce/manufacture a 20 unit cartridge size. Dosing needs to be adjusted for larger patients...4, 8, 12, and 20 unit. Ease of use and convenience for patients... Currently patients need multiple doses during a meal.
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Post by saxcmann on Oct 3, 2015 17:28:32 GMT -5
still wondering though if there ever is a buyout with lets say SI over 100 million... does that propel the stock over the buyout offer? I've never seen that before. I've seen numerous times a buyout at lets say 30 bucks and it immediately jumps to 30... and hangs around that number until buyout closes. does SI make a higher price possible and why? Grazie I believe it doesn't go over. Shorts cover at buyout price. |
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Post by saxcmann on Oct 3, 2015 12:05:35 GMT -5
lake.. not understanding this only because I never understood short scenario at buyout. If there is a buyout which may nor may not be what your are alluding to (drop a bomb).. how does additional/high short interest affect price. If MNKD sells for lets say 16 billion or roughly $40 PPS.. usually the pps goes to the buyout price within 10 -50 cents (give or take)and stays there until buyout is completed .... how does add'l short interest affect that. Does the high SI people having to cover propel the pps over $40?  and if so is that short term until it drops back down to $40 buyout price ?
Of course when you said "dropped the bomb" you may have not meant buyout rather just big news.. like an additional partner, SNY buying in, or Techno use or European approval. Thanks to you or anyone for any clarity on high SI at buyout. Where does Lake say BO Gambler?? |
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Post by saxcmann on Oct 3, 2015 11:56:12 GMT -5
Have you noticed that the rate has been increasing over the past month (from 16% to 27%) and the price has been going down? I thought the rate would have an inverse relationship to the price. I thinking that its getting harder and harder for the shorts to keep this thing down. The rate would be expected to rise as short interest increases. You could even say the interest rate preempts a downswing in PPS at times. We need to see higher volume on an upswing before we can call it a real turnaround, Monday will be interesting to see. The pps will probably drop next week. They've dropped the price every time once rates increase. We need significant news, shorts will be in trouble I feel. |
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Post by saxcmann on Sept 28, 2015 18:43:15 GMT -5
Fidelity now paying 25.5% and lending at 38.75% Fidelity went up September 24th to 25.5% |
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Post by saxcmann on Aug 12, 2015 18:54:01 GMT -5
Directly from Sny rep selling diabetes. Interesting. Not certain what to make of it though. On day 1 of the 'low key launch' I would have expected few reps detailing Afrezza and this to slowly grow with time. Is this what is happening? Also interesting (and highly encouraging for those who fear Afrezza being 'dumped') that Sanofi is sticking with Apidra insulin marketing regardless of the relatively low sales (and it's been a while!). Thank you. Agree jpg. I'm not sure what to make of it either. I wouldn't read too much into it. Just passing on what was said. My thoughts exactly on adding more reps as it grows. |
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and if so is that short term until it drops back down to $40 buyout price ? 
