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Post by spiro on Feb 8, 2015 10:42:02 GMT -5
If you type in Novolog, Humalog and Apidra , all three totaled less than $5 billion in sales last year. I would assume needle aversion is the main reason for that weakness. It's very hard to find early launch script numbers for those drugs, but I have been able to find some for Exubera. This graph is from May 2007, I believe PFE stopped selling Exhubera in October that year. It's tough to figure out, but based on the $12 billion in total sales for Exhubera, my guess would be that PFE probably had between 10,000 and 12,000 total patients attempt to use their atrocity of a product. Spiro is looking forward to the comparisons in the near future. Attachment Deleted
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Post by spiro on Feb 8, 2015 10:20:22 GMT -5
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Post by spiro on Feb 8, 2015 10:14:42 GMT -5
Spiro only hopes that the female Fink doesn't stink and he doesn't care who she is related to except for A.F. and M.S.
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Post by spiro on Feb 7, 2015 11:33:22 GMT -5
The Sanofi announcement will probably take a couple of months, but the share price will not wait for that news to move sharply higher. i agree that the Blackrock announcement will heighten awareness, but it also provides increasing credibility to MNKD the company and most importantly strengthens investor confidence in their holdings. IMO, weak MNKD shareholders are in extreme low supply now.
Would you believe that Spiro's wife said this morning that maybe we should buy more MNKD shares. Spiro told her, honey we have enough. If she knew how many shares we own, she would immediately stop shopping at TJ Max and Target. Good grief, that would be like a short raid on my wallet.
Spiro here
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Post by spiro on Feb 6, 2015 18:18:56 GMT -5
Dang, I go out for a 30 minute walk and miss all the fun. But it is just beginning. Most of the major institutions will want more shares. I have been posting this message for years.
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Post by spiro on Feb 6, 2015 17:38:51 GMT -5
In my previous life before retirement, I taught science for 35 years. The Global warming fiction starting showing up in the core curriculum during my last 4 or 5 years. I had an easy solution, scissors.
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Post by spiro on Feb 6, 2015 16:48:35 GMT -5
I didn't know Al Gore had spies on this message board. That damn Global warming has been chasing all those Canadians to Florida for the past 50 years or more. Spiro can't wait for Global warming to actually start happening to alleviate the winter traffic in South Florida. BTW, it was a freezing 57 degrees in South Fl. this morning. Spiro had to wear his heavy winter clothing when he went out for breakfast at his favorite non-English speaking restaurant. Three eggs with cheese, 5 slices of bacon, grits, Cuban toast and Cuban coffee and they had the nerve to charge me $4.95. The waitress looked at me like I was crazy when I told her, You gotta go buyo uno sharro of Mankindo witho your tipa.
Spiro here
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Post by spiro on Feb 6, 2015 14:34:47 GMT -5
EveningOfTheDay,
It is starting to appear that the shorts have been hesitant to attempt a major flash crash, because they know that quite a few institutional buyers are sitting back waiting to acquires large amounts of shares without driving the price up. It's still logical to assume that Vanguard, Blackrock, Fidelity, Greywolf, State Street and now the French Capital Fund Management among others, will not be intimidated by the games the shorts will play. The shorts are targeting some spineless retail investors who may believe their fear tactics and sell out or continue to get wiped out by their stop loss strategies.
Spiro
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Post by spiro on Feb 5, 2015 21:26:14 GMT -5
Ok, Spiro wants to know, in addition to Al, Matt and Hakan, who will be at the annual meeting in May with a Dreamboat in their pocket? It may very well be embarrassing to show up without one. That plastic whistle that Baba carries around in his pocket will not be acceptable.
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Post by spiro on Feb 5, 2015 20:01:34 GMT -5
BTW, Spiro wants one too, there must be a black market somewhere. Maybe next month, some of the early users will sell a couple on Ebay. Help us out here Baba. In case some of the shorts here haven't noticed, MNKD has been up 10 out of the last 11 trading sessions. Nice little trend.
Spiro here
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Post by spiro on Feb 4, 2015 19:46:47 GMT -5
Let's not forget about institutional buying. They are obviously happy as we should be with Sanofi being in charge of Afrezza. They are sitting back and quietly accumulating all of the cheap shares that the shorts are dumping.
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Post by spiro on Feb 3, 2015 20:49:16 GMT -5
For those interested, Form 13F needs to be filed by Feb 14.
U.S. Securities and Exchange Commission U.S. Securities and Exchange Commission Search SEC Documents Company Filings | More Search Options
Form 13F-Reports Filed by Institutional Investment Managers
Form 13F—Reports Filed by Institutional Investment Managers An institutional investment manager that uses the U.S. mail (or other means or instrumentality of interstate commerce) in the course of its business, and exercises investment discretion over $100 million or more in Section 13(f) securities (explained below) must report its holdings on Form 13F with the Securities and Exchange Commission (SEC).
In general, an institutional investment manager is: (1) an entity that invests in, or buys and sells, securities for its own account; or (2) a natural person or an entity that exercises investment discretion over the account of any other natural person or entity. Institutional investment managers can include investment advisers, banks, insurance companies, broker-dealers, pension funds, and corporations.
Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the name of the institutional investment manager that files the report, and, with respect to each section 13(f) security over which it exercises investment discretion, the name and class, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value.
The securities that institutional investment managers must report on Form 13F are “section 13(f) securities.” Section 13(f) securities generally include equity securities that trade on an exchange (including the Nasdaq National Market System), certain equity options and warrants, shares of closed-end investment companies, and certain convertible debt securities. The shares of open-end investment companies (i.e., mutual funds) are not Section 13(f) securities. Section 13(f) securities can be found on the Official List of Section 13(f) Securities. The Official List is published quarterly and is available for free on the SEC's website. It is not available in paper copy format or on computer disk.
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Post by spiro on Feb 3, 2015 20:17:09 GMT -5
Robsacher,
Spiro commends you for trying to educate the highfaluting folks on the American Diabetes Association forum board. I never realized that so many diabetics were mules. If they want to keep dealing with higher highs and lower lows, Spiro says let them be stubborn and resist education. Personally, if I were a diabetic and an investor tried to inform me of a new product that could change my life, I would certainly be interested and not shoot the messenger. So, does curiosity even exist on Diabetes forums? Personally, I think Baba should go over to that board and straighten those highfalutin folks out. If anybody can make a mule listen, it just might be Baba. But he would probably get banned after his first post.
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Post by spiro on Feb 3, 2015 10:18:38 GMT -5
Spiro doesn't usually comment on old news and prefers to focus on the future. It's going to be very interesting when we get 100,000 or so diabetics out there talking and posting like Afrezzauser. Spiro says, let's give it 6 month's to develop.
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Demand
Feb 2, 2015 12:43:05 GMT -5
Post by spiro on Feb 2, 2015 12:43:05 GMT -5
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