|
Post by dreamboatcruise on Jan 17, 2018 14:29:40 GMT -5
I never blocked anyone ... but willing to try. DBC will be second on the list ... Given that I like to be helpful I can walk you through it.
|
|
|
Post by dreamboatcruise on Jan 17, 2018 14:17:29 GMT -5
Darn it! Whose been colluding with the Russians? you, we know it was you Нет, товарищ. Это был не я.
|
|
|
Post by dreamboatcruise on Jan 17, 2018 14:06:51 GMT -5
Darn it! Whose been colluding with the Russians?
|
|
|
Post by dreamboatcruise on Jan 17, 2018 14:04:05 GMT -5
sla55 --perhaps you should tweet this to Mike C. His response might be illuminating if its other than "it's a typo"... It's a typo. But of course it is well known that MNKD does have wholly owned subsidiaries in different tax jurisdictions as is often done.
|
|
|
Post by dreamboatcruise on Jan 17, 2018 13:38:36 GMT -5
It's also a fair analysis, I think, that with the nation's current focus on exorbitant drug prices (Afrezza included) that FDA-approved Technosphere would marry up nicely with FDA-approved generics for multiple indications.
MannKind totally screwed up by not taking advantage of the Mylan furor over their EpiPen epinephrine scandal. They also missed the opportunity to announce a major price reduction for Afrezza when they got it back from Sanofi, which would have had a MAJOR marketing impact.
The current CEO achieved virtually zero results as Commercial Officer other than stopping the exodus away from Afrezza by doctors. I don't see him out promoting Afrezza on the medical circuit other than at conferences where it's obvious he's drumming up $$$ investments. When he took over as CEO, there was an immediate reshuffling of the pipeline and then...nothing. MannKind doesn't even have a Chief Medical Officer anymore.
So I sincerely hope that MannKind on track with their plan that Mike presented last year and that an IND for Trepostinil is going to be filed with the FDA and announced by the end of February. Are the international marketing applications for Afrezza being done according to the plan, which were supposed to be in submitted in countries that would account for more than 50% of the world's diabetic population? In a recent interview (was it with Motley Fool) Mike said MannKind was planning on submitting ALL those international applications within 12 months.
There is a reason that Wall Street isn't flocking to MannKind. CEO Michael Castagna is NOT experienced in disruptive marketing and I doubt he's contracted any firm that is. Instead, he appears to be playing by the pharmaceutical industry's playbook. I had higher expectations for him, but he's not impressing me (or Wall Street) with anything other than his ability to sell an idea or two.
Rant over. Good fortune all.
But the whole point of marrying technosphere with an older fallen/falling off of patent API is that the resulting product would not be a generic. It would likely have its own patents extending out some time and command a branded premium.
|
|
|
Post by dreamboatcruise on Jan 17, 2018 13:14:36 GMT -5
Nice to see a strong speculative play in the inhalation arena. It would take a whole lot more than $1.65B for a BP to acquire MNKD. Just saying... That seems to be in the same category as me thinking I'd turn down a date with certain fashion models because I don't think they'd be good conversation.
|
|
|
Post by dreamboatcruise on Jan 17, 2018 3:41:36 GMT -5
This is where it appears MannKind stands: MannKind owes $2.5 million per quarter to Amphastar; 3 million per quarter interest; 5 million in May for principal, 15 million in July for principal . With the $10 million paid in cash to Deerfield, that leaves MannKind with approximately $36 million in cash and requires $25 million in cash at the end of each quarter. With an $8 million monthly cash burn, without a partnership with upfront $, dilution will occur before Q2. No worries. Mike's got this...without significant dilution! It seems some forget dilution hurts him as well. What's your threshold before you'd consider the dilution significant? 5% 10% 50%? While in theory dilution hurts execs, in reality they are usually given more options on an ongoing basis that partially or wholly offsets the dilution.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 23:36:26 GMT -5
Concrete good news is something no amount of attacking on twitter would combat. Heck, look at how amazingly successful MNKD was in running the share price up before the PIPE. But there would need to be follow through in delivering things that were presented/hinted in architecting that run up to recapture those gains. It's lack of institutional investors that is holding price down. If we had institutional interest the shorts wouldn't have a playground. And it's not the short noise that is keeping institutional investors away... they aren't reading twits and facebook, etc. “It's lack of institutional investors that is holding price down. If we had institutional interest the shorts wouldn't have a playground.” Stocks with la large percentage of institutional investment are not heavily shorted? Sometimes you get big money shorts that do their homework and are willing to attack even stocks that Wall Street likes... and sometimes they are correct and see cracks that even institutional shareholders are unaware of. But if a company has the right product, plan and backing of institutional investors the shorts usually can't do much harm. But the bottom line... of my opinion... is that we can't expect to see sustained increase in share price until MNKD manages to start bringing in "real" investors, rather than "retail" investors... maybe some analyst coverage from someone not trying to get fee business.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 21:20:31 GMT -5
That’s exactly right! I use ST for all my other stocks to get quick information, to see when earnings were announced. Upgrades or downgrades. Then I look at my chart app. And I maybe make a quick decision to buy or sell. Who in their right mind clicking on MNKD ST would touch the stock with a 10 foot pole! It’s a jungle. It is my belief that the short position in this stock has employed a very effective psychological warfare campaign against this stock. It is multi-level. It uses bash articles in a variety of forums. There are consistent postings that belittle people that own the stock long. They attack people who are successfully using Afrezza. They attack on Twitter, in Stock Twits, on Facebook and even in the comment sections in Web MD. It is brilliant really. The shorts control the price of the stock even on good news days. They mock long term shareholders so that eventually it seems there is just a dark cloud over everything related to MannKind. Because of how effective the negative campaign has been, it has been very difficult to raise funding in the market. Aaaand because it has been difficult to raise funding, they use that to continue beating down any positive news. With enough capital, I can see how a focused short group could kill a company. Concrete good news is something no amount of attacking on twitter would combat. Heck, look at how amazingly successful MNKD was in running the share price up before the PIPE. But there would need to be follow through in delivering things that were presented/hinted in architecting that run up to recapture those gains. It's lack of institutional investors that is holding price down. If we had institutional interest the shorts wouldn't have a playground. And it's not the short noise that is keeping institutional investors away... they aren't reading twits and facebook, etc.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 18:01:39 GMT -5
The following quote from Al Mann (AM) is from 15Sept2014 and appeared in Medication, Type 2 Diabetes, Medical Devices, Insulin, Diabetes Clinical Mastery Series Issue 206. AM: No, I think that a problem during the trials was that some patients took their dose of Afrezza even before starting to eat. The trial protocols called for Afrezza to be dosed "at the beginning of the meal," but sometimes it was taken even before. We need to do additional trials to gain more experience with optimized dosing times. Actual ingestion of food in most meals in the United States except in restaurants takes only about 30 minutes, so I believe that the first Afrezza dose really ought to be taken ten or fifteen minutes after starting to eat. For a longer meal, which is not very common, a second dose might be taken fifty or sixty minutes after starting to eat. For a long feast that lasts for an hour and a half or more, I suggest a third dose be taken at maybe one and a half hours after start. Interestingly I believe the size of all those doses should probably be the same for most patients. Unfortunately the trial protocols called for dosing at the beginning of the meal so we will need to do more trials to be able to gain FDA label approval of optimized dosing. If only Al had enough money to have run additional trials concurrent with the flawed ones required by FDA. He probably believed we'd get a partner and that all these follow on studies would have been quickly funded.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 17:55:50 GMT -5
I wonder if they will talk about 2017 revenue guidance vs actuals, and if 2018 guidance will be revealed.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 17:29:07 GMT -5
Not that there is any evidence of someone short having posted in this thread, but I also find it curious that you think it would be in their financial interest to post here. That presupposes that posts here have influence over share price. I hardly think they do. Shorts have much better things to do with their time I'm sure, such as buying new yachts and such with their MNKD earnings. As for the share price, the deep pockets that control Wall Street aren't coming here to determine their trading positions on MNKD. Could use the same argument to say shorts don't post on Yahoo Msgboard or Twitter or Stocktwits. Do you think those places are different then pro boards or do you think shorts are absent from all these places as well? The person apparently being accused on this thread is someone that has been a long time contributor and everything he's posted seems to be pretty consistent and transparent... that's he's not a short. I too have often been accused of being short, even though my posts here have also been consistent and transparent... even posting specifically when I've added to my long position. Of course I've been accused of being short and attacked for loaning out my long shares at the same time, so it gets crazy here with the paranoia. I obviously cannot prove there are no shorts here, but usually when I see people accusing others of it here I know it to not be true. And I've never seen a single person doing the accusing here able to give even a shred of evidence for the attacks they are inventing. I think it very bad form to make up accusations, but I guess in this day and age, honesty and truth are becoming discarded old fashioned values. I think it would be much more civil to avoid making up accusations to attack other members and to stick to commenting about the content of posts. If someone has posted something that is inaccurate or false, simply point that out. Posts of opinion/emotion whether wildly positive "I love MNKD" or negative "MNKD sucks" really don't even need any comment. Many people that have been long MNKD have negative feelings about the company, and if the reason why that might be isn't obvious... well, it should be obvious. Don't participate/follow Yahoo or Stocktwits so can't comment on those venues.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 16:52:59 GMT -5
Curious, why the shorts come to longs’ forum? It's in their financial interest to spread FUD with the hope of bankrupting the company or at least driving the stock price down. Not that there is any evidence of someone short having posted in this thread, but I also find it curious that you think it would be in their financial interest to post here. That presupposes that posts here have influence over share price. I hardly think they do. Shorts have much better things to do with their time I'm sure, such as buying new yachts and such with their MNKD earnings. As for the share price, the deep pockets that control Wall Street aren't coming here to determine their trading positions on MNKD.
|
|
|
Post by dreamboatcruise on Jan 16, 2018 11:22:07 GMT -5
The consensuses is ....the shorts are going to have to cover. Ah... yes, that's been the consensus for years
|
|
|
Post by dreamboatcruise on Jan 16, 2018 0:47:40 GMT -5
Can someone translate as to what this person is trying to say?
|
|