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Post by dreamboatcruise on Jan 25, 2018 13:57:57 GMT -5
This is a replay. They are going to run it up and then dilute. I hope I'm wrong, but that is my best guess. I'm obviously happy to see this but I would love for it to be b/c of a partnership or parabolic script growth reported tomorrow. Further dilution will be needed to fund the company... even if scripts start improving at a faster pace. So if they can manage to run it up again before doing the next offering... great, that's better than the alternative.
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Post by dreamboatcruise on Jan 25, 2018 13:45:01 GMT -5
Did Al Mann ever provide an estimate of the max market cap for MNKD? MNKD sold off a promising oncology line. Need to evaluate MNKD based on today, not what it was 10 years ago.
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Post by dreamboatcruise on Jan 24, 2018 17:06:04 GMT -5
I was on glipizide for a short period of time, so I never really knew how much extra insulin I had produced, but it would put me in the 40's almost every day. Yuk I don't like glipizide because it's very much a blunt instrument and can have exactly the effect you describe. Your insulin output is variable so sometimes if you are almost making enough glipizide will wring out more insulin than you need and you go low. Other times you will not put out much and glipizide will squeeze out enough extra to get you to a good place. Type 1s hit this as well when their honeymoon period is coming to an end and their pancreas is spluttering - some days your pancreas wakes up and you can spend a whole day fighting off lows from an over-enthusiastic pancreas.I can believe that. Autoimmune thyroiditis has same sort of issue. Lots of fun. I think it is about the closest a man can come to experiencing menopause... mood swings, hot flashes and sweating in the middle of winter, etc. as your hormones swing back and forth from hyperthyroidism to hypothyroidism. Then your immune system manages to beat your thyroid into submission and you stabilize with steadily progressing hypothyroidism.
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Post by dreamboatcruise on Jan 24, 2018 16:44:29 GMT -5
idk... agree with DBC's skepticism on this one. That site looks a little sketchy and the owner's fb posts are, well... you would have to read them. Not going to post the link; not interested in driving traffic there. Maybe it's legit, but trust it at your own risk, IMO. It's blocked by my work's internet nanny, pretty much for being sketchy. But it should be pretty easy to see if the daily totals line up with the 2-week changes provided by NASDAQ I don't think they include "data" about short positions that are closed, so that would make it impossible to verify. They do ask for donations at the bottom of the page... to help them continue uncovering this data. I haven't really looked at the volumes of charts they present, since I'm sure I'd then feel guilty if I didn't donate
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Post by dreamboatcruise on Jan 24, 2018 16:32:05 GMT -5
Any ideas if this would also apply to Afrezza? CMS Clarifies Part D Coverage for Newer Insulin Delivery Devices "CMS has now clarified that these more sophisticated devices may be covered under Part D if they are directly associated with delivering insulin into the body, and do not otherwise meet coverage requirements for durable medical equipment under Part B." www.lexology.com/library/detail.aspx?g=44adf828-1bed-48a4-9e6d-6ea07b6ce0ddNo, this is about things like pumps. Even before this ruling, the plan sponsors had the ability to include Afrezza on part D formularies, though not many have so far.
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Post by dreamboatcruise on Jan 24, 2018 15:42:03 GMT -5
Of course that begs the question... where do they get their data from?
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Post by dreamboatcruise on Jan 24, 2018 15:41:02 GMT -5
Selling at $2.75? Sucker! All those suckers making money on MNKD volatility... what are they thinking. Investing is so much more fulfilling when you set aside mundane assumptions such as getting returns on one's investments being good. Investing should be for the joy of being part of a movement.
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Post by dreamboatcruise on Jan 23, 2018 19:09:06 GMT -5
So what’s everyone’s gut feeling on this presentation and company. Is this just another secondary offering via atm? Or maybe they are brokering a deal between mannkind and an interested party? Or simply they are just an analysist willing to cover Mannkind and allowing them to present. MNKD goes to several of these investor conferences each year. No need to read anything in particular into it.
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Post by dreamboatcruise on Jan 23, 2018 19:04:55 GMT -5
I was wondering the same as this has been too consistent to be a coincidence. This current lull seems to be the calm before...well, something?? I would never call a stock price a coincidence. It's not a random statistic... there are always reasons for what people are willing to buy or sell at. Without any news/developments, stock can get stuck in tight trading range, which we seem to be in. Could be as simple as after it's been trading in this range for some time, people are beginning to consider this the consensus fair market value and thus without any new info we stay within the range with dips bringing in buyers looking for a value and rises triggering profit taking.
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Post by dreamboatcruise on Jan 22, 2018 20:12:16 GMT -5
MNKD doing a hell of a job in bucking the biotech indices today! Making money is so... bourgeois. Aren't you glad we're above that. Geez, profiting in this market is so easy it's boring. I feel so much more creative and cutting edge with MNKD. We're rebels and free thinkers.
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Post by dreamboatcruise on Jan 22, 2018 13:56:02 GMT -5
I hope it does go up, but $2.2x to $7 in 2-3 months? Any thing lined up in the next 2-3 months? IMHO, growing scripts is the only big catalyst (I understand insurance, partners). Partners at this script level will get us nothing substantial. But, we are like waiting for some one *SOME ONE* to look at us, and we LATCH on to their every little utterance! Nate (I *do* respect him for his long standing consistent views), Mike from Linkedin, now this guy.. Come on MNKD :-) We're going to need another Capital Raise. How about a repeat of Mike's Magical Orchestration from back in the beginning of October when it spiked to $6.80? I don't think teasing investors with the same list of pending, or theoretically possible, milestones is something that can be counted on for a spike every time one is needed. Magic, like lightening, rarely strikes the same place twice. But to paraphrase Mike... "and there is RLS, and insurance, and partners in a pear tree"
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Post by dreamboatcruise on Jan 22, 2018 13:42:23 GMT -5
I was surprised to see a somewhat positive article on MNKD from the Fool. I own SENS also. They are awaiting European approval for a 180 day sensor. I don’t know when they anticipate FDA approval. Is it accurate enough to get FDA approval for being the primary BG measurement for dosing? That's impressive that they have a sensor that lasts 180 days. Does one need to go to doctor's office to have the old sensor removed and new one inserted?
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ADA
Jan 21, 2018 18:22:43 GMT -5
Post by dreamboatcruise on Jan 21, 2018 18:22:43 GMT -5
more importantly, close to the food court. Hard to believe it is a coincidence. This is the second event they are side by side. For me it's not hard to believe it could be a coincidence... or if there is some non-coincidence it isn't what many here are probably wishing for. Trade shows often have a process where companies choose their booth based on seniority of how long they've been having a booth. Since companies often have similar thoughts about which areas are more desirable than others, the companies that are similar in the picking pecking order may end up near each other on the floor.
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Post by dreamboatcruise on Jan 20, 2018 18:40:12 GMT -5
It's hard to get thrilled about comparing my shares to a "lotto ticket" (eg AAron Levitt. I buy lots of lotto tickets. Why not somebody has to win and you can't win if you don't play. It's cheap fun. Owning MNKD is a lot more stressful. All of us longs believe in Afrezza and TS. Today was the first day that seems to show that the tide may be turning for the SP. Staying green after watching big block trades is encouraging. Now we need Mike to give us a reason to run. Release the Kraken aka the STAT study and our shares/lotto tickets will pay off bigly! My theory about lotto tickets is that if I'm really lucky enough to win I should be lucky enough to find the ticket on the sidewalk after someone accidentally dropped it. My approach simply changes the odds of a jackpot from impossibly implausible to impossibly implausible squared.
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Post by dreamboatcruise on Jan 20, 2018 15:35:36 GMT -5
They made the movie together (Kanye is executive producer), so why wouldn't they be together at an event promoting it? I’m talking about our CEO who is on Kanye’s left..looks like Mike has made some very wealthy friends Looks like he's fallen into the celeb party lifestyle. Perhaps the board should issue a curfew for him
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