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Post by spiro on Jan 12, 2015 18:53:59 GMT -5
One thing is obvious here, the J.P. Morgan analyst is clueless, but the analysis was entertaining. So this guy obviously thinks that SNY was incompetent to partner with Afrezza and pay MNKD hundreds of millions to do so. LOL Ok, so if you believe this J.P. Morgan guy is smarter than the folks at Vanguard, Fidelity and Blackrock etc. then I suggest you get out of MNKD immediately.
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Post by spiro on Jan 12, 2015 16:00:40 GMT -5
Spiro's short interest prediction is a decrease greater than 5 million. But I hope the short interest increases.
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Post by spiro on Jan 12, 2015 15:34:30 GMT -5
Savzak has it right. it was short and sweet. Afrezza launch is hopefully only weeks away and things should heat up rather nice during the next several month's.
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Post by spiro on Jan 5, 2015 21:59:41 GMT -5
Why are we getting more information out of insurance companies than MNKD or SNY? I am not going to fall for it, I still hate insurance companies.
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Post by spiro on Jan 3, 2015 20:05:48 GMT -5
JPG, thanks for dissecting this guy up so well. But I'm with Liane about his medical degree. Maybe he failed out of medical school and then got a job with Shkreli or Feuerstein.
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Post by spiro on Jan 3, 2015 13:58:13 GMT -5
Damn, I have been out all day and missed all of the fun. After reading this absurd and rather desperate hit piece, my first thought was I wonder where I could get an honorary internal medicine degree so I could start writing some articles for Seeking Alpha. Then it became apparent to me that Shkreli or Feuerstein may have started a medical school for mail order Internal Medicine degrees. I decided against checking this out because I figured most of you would refuse to address me as Dr. Spiro. The rally continues next week.
Spiro
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Post by spiro on Jan 2, 2015 19:29:29 GMT -5
Spiro does not know who this guy Shortslaver is, but it's obvious he speaks the truth. Another voice of reason and exceptional logic is always welcomed on this board. I like his 10x logic, this guy is good. Now Shortslaver, a word of warning to you, don't even think about trying to replace Spiro as the most optimistic poster on this board. I do have to admit, your avatar puts mine to shame.
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Post by spiro on Jan 2, 2015 12:31:14 GMT -5
robsacher,
I have given this stock a very large engagement ring and I married her, even though she may have cheated on me in the past. She is so sexy and good looking I just couldn't resist. I like these flash rallies.
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Post by spiro on Jan 1, 2015 20:53:43 GMT -5
MNKD's potential pipeline with future Technosphere platforms literally dwarfs REGN's limited pipeline. I think Matt called it an embarrassment of riches. MNKD longs just need to sit back and enjoy the next couple of years and stop with the whining. We will wake up one morning and find out that MNKD has been acquired.
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Post by spiro on Jan 1, 2015 12:58:36 GMT -5
robsacher,
i wouldn't give the Sanofi Sales Rep that much influence on the bottom line. I think diabetics will be a driving force on Afrezza's sales success. But let's not stop there, advertising, diabetic forums, diabetes association meetings and internet blogs will also be a factor. My sources tell me that Sanofi reps are salivating at the thought of detailing Afrezza. Now, back to reality, three lines can only treat about 360,000 patients. That would generate over $700 million in yearly revenue. I would think that by the end of the second quarter of 2015 after a successful launch SNY and MNKD will be able to forecast projected revenue of over $160 million for the 3rd quarter. i would not focus on the revenue, but rather what else we learn during the next 6 months. Items such as Foreign country drug applications, Danbury factory expansion, European factory ground breaking and of course the big prize, Technosphere licensing deals. Also, let us not forget the analyst upgrades and institutional hunger to buy more MNKD.shares. Wait until the word gets out that Sanofi starts acquiring MNKD shares. So, the battle resumes tomorrow, it's Vanguard, Fidelity, Blackrock, Al Mann and others, against the shorts. Spiro bets with Vanguard and Al Mann. My rally hat is on, let the games begin again.
Spiro here
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Post by spiro on Dec 31, 2014 22:51:27 GMT -5
Biotec, thanks for the encouragement, but it has nothing to do with having golf balls. It's actually involves being lucky enough to be in on a great stock early in it's progression towards higher prices. IMO the risk of losing money on MNKD at today's price is near zero. The risk/reward is off the charts right now. MNKD share holders are obviously somewhat fatigued and disappointed by the share price performance since FDA approval and certainly that is not unexpected. Ashiwi, Rak and Spiro went through this exact same process with KOS Pharmaceutical years ago. The opportunities that exist with MNKD literally dwarf those of Kos Pharmaceutical. Truthfully, it may have taken some big golf balls to own a lot of KOS Pharmaceutical stock. Heck they only were selling a vitamin substitute for Niacin that caused flushing in most people. Now is not the time for MNKD shareholders to lose patience. We just need to sit back and let this thing play out. It may take quite a few month's but good times are ahead. I find this silence from MNKD and Sanofi to be most interesting, considering that silence can quite often be golden.
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Post by spiro on Dec 31, 2014 19:34:00 GMT -5
It's amazing how similar MNKD's price per share was one year ago. MNKD closed the year at $5.20. No ADCOM, no approval and no partner and still a ton of risk. IMO, MNKD is probably the safest small biotech company to own at today's ridiculously low price. The main argument against Afrezza's becoming a blockbuster continues to be the fact that the pathetically poor product Exhubera failed. There is no doubt that the shorts will keep up with their antics and desperate attempts to rattle the longs, but time is their enemy. I am not sure the shorts will able to stop the rally that will most likely begin next week.
Happy New Year to all and good luck next year,
Spiro
Jan 31, 2014 5.35 5.56 5.32 5.42 4,231,700 5.42
Jan 30, 2014 5.43 5.53 5.40 5.40 3,878,200 5.40
Jan 29, 2014 5.39 5.60 5.28 5.35 5,392,300 5.35
Jan 28, 2014 5.22 5.57 5.20 5.44 6,251,600 5.44
Jan 27, 2014 5.55 5.63 5.15 5.23 9,483,200 5.23
Jan 24, 2014 5.68 5.73 5.48 5.55 7,369,100 5.55
Jan 23, 2014 5.64 5.85 5.56 5.70 6,916,100 5.70
Jan 22, 2014 5.54 5.69 5.52 5.59 4,436,800 5.59
Jan 21, 2014 5.83 5.87 5.45 5.56 8,115,300 5.56
Jan 17, 2014 6.04 6.13 5.76 5.79 9,568,200 5.79
Jan 16, 2014 6.00 6.05 5.90 6.02 6,567,900 6.02
Jan 15, 2014 6.00 6.15 5.80 6.01 8,676,500 6.01
Jan 14, 2014 5.86 5.96 5.68 5.94 6,356,000 5.94
Jan 13, 2014 5.78 6.18 5.70 5.75 11,216,200 5.75
Jan 10, 2014 6.69 6.69 5.90 5.92 23,533,300 5.92
Jan 9, 2014 6.05 7.21 6.02 7.08 24,870,600 7.08
Jan 8, 2014 5.50 5.99 5.39 5.98 8,827,600 5.98
Jan 7, 2014 5.64 5.66 5.38 5.48 9,606,700 5.48
Jan 6, 2014 5.62 5.79 5.43 5.60 12,216,700 5.60
Jan 3, 2014 5.33 5.59 5.25 5.40 8,251,300 5.40
Jan 2, 2014 5.20 5.32 5.10 5.31 3,775,700 5.31
Dec 31, 2013 5.33 5.34 5.19 5.20 3,150,600 5.20
Dec 30, 2013 5.19 5.34 5.10 5.33 3,533,800 5.33
Dec 27, 2013 5.32 5.34 5.15 5.20 3,702,500 5.20
Dec 26, 2013 5.25 5.35 5.25 5.30 3,472,000 5.30
Dec 24, 2013 5.17 5.33 5.15 5.25 3,948,100 5.25
Dec 23, 2013 5.05 5.17 5.01 5.14 6,303,200 5.14
Dec 20, 2013 4.97 5.05 4.94 5.01 7,573,900 5.01
Dec 19, 2013 4.94 5.00 4.90 4.93 3,230,600 4.93
Dec 18, 2013 4.96 5.00 4.85 4.96 3,493,900 4.96
Dec 17, 2013 4.97 5.03 4.91 4.94 2,827,100 4.94
Dec 16, 2013 5.00 5.06 4.92 4.96 3,570,200 4.96
Dec 13, 2013 4.99 5.03 4.86 4.98 3,946,800 4.98
Dec 12, 2013 4.85 5.01 4.58 4.96 5,641,500 4.96
Dec 11, 2013 5.00 5.12 4.79 4.81 5,577,500 4.81
Dec 10, 2013 5.39 5.43 4.92 4.94 7,908,100 4.94
Dec 9, 2013 5.12 5.37 5.12 5.36 8,160,000 5.36
Dec 6, 2013 4.98 5.18 4.95 5.12 4,920,500 5.12
Dec 5, 2013 5.00 5.06 4.96 4.97 2,680,200 4.97
Dec 4, 2013 5.01 5.04 4.88 4.99 3,591,600 4.99
Dec 3, 2013 5.06 5.07 4.96 5.01 4,220,000 5.01
Dec 2, 2013 5.00 5.05 4.96 5.05 4,235,500 5.05
Nov 29, 2013 5.00 5.03 4.98 4.99 2,847,200 4.99
* Close price adjusted for dividends and splits.
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Post by spiro on Dec 31, 2014 16:47:00 GMT -5
I went all in this week, picking up several groups of calls with my remaining cash. MNKD is now the only stock I hold. My last purchase was 26 contracts of the May 2015 $5 calls today. Check out the weather in Siberia today. Good grief, I could be in major trouble if things go bad next year. www.wunderground.com/weather-forecast/RU/Dzalinda_(Siberia).html |
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Post by spiro on Dec 27, 2014 19:22:07 GMT -5
Lines 2 and 3 have been finished and are now awaiting FDA inspection and approval. We need to be more concerned about why there isn't any noise about lines 4 to 12 yet.
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Post by spiro on Dec 27, 2014 14:49:38 GMT -5
JPG, what percentage of PCP's do you think are currently prescribing insulin? I found this old survey, it seems they were able to find quite a few PCP's to participate. We know that Sanofi has diabetes product reps detailing PCP's in South Florida. Would over 50% be possible? www.ncbi.nlm.nih.gov/pmc/articles/PMC2408662/ |
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