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Post by spiro on Dec 27, 2014 10:02:57 GMT -5
Babaoriley, Spiro is only trying to get you and a few others to look at the BIG PICTURE. The shorts don't have to worry about Dr. Skyler in particular, it's the other 900,000 U.S. doctors and specialists, along with the 20 million or so U.S. diabetes who would benefit from Afrezza that the shorts should be terrified of. If only 33% of the roughly 425,000 primary care physicians tried to make their life a little easier by trying out Afrezza with only ONE of their probably hundreds of patients who would benefit from AFrreza, MNKD would not have the current capacity to treat them. Now, trying to figure out when the market crushes the shorts is the problem. I would be uncomfortable placing my bet on short term options, but I still think MNKD will continue this new rally well into next year. kff.org/other/state-indicator/total-active-physicians/ |
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Post by spiro on Dec 26, 2014 13:46:17 GMT -5
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Post by spiro on Dec 26, 2014 13:18:58 GMT -5
Baba, you could be right, the shorts may be looking forward to shorting more when MNKD hits $20 next year. But it sure looks like the smart shorts are starting to move on for now. BTW, no one knows the crazy Spiro better than I do. He is only crazy about 1% of the time.
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Post by spiro on Dec 26, 2014 10:03:27 GMT -5
I just had a long conversation with the crazy Spiro. He believes that the recent 14% increase in MNKD's share price from $5 has been precipitated by a small wave of short covering into tax loss selling. The tax loss selling has kept the upward movement of MNKD share price somewhat muted. It has also become apparent that just about all of the longs have finally noticed that blinding light at the end of the tunnel and have become even more entrenched in their positions. I might exclude Biotech from this group. The street chatter from doctor's, SNY reps and patients is not going unnoticed by the shorts. As the launch approaches a new wave of buying will start to push MNKD's share price towards double digits after January 1st. The shorts are trapped and have no exit strategy. Some institutions are sitting back and waiting for short attempts to flash crash MNKD and happily buy cheap shares.
Spiro here, anxiously awaiting 2015. I wonder if MNKD shorts are excited about next year?
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Post by spiro on Dec 24, 2014 13:47:16 GMT -5
For those of you lucky enough to privately converse with Spiro. Spiro announced a buy signal at $5.06. MNKD closed at $5.10 that day and has now moved up 6 consecutive trading sessions. Spiro expects this trend to continue deep into January. Spiro also believes that Baboriley's recent posting is indicative of a hidden explosion of irrational exuberance developing in Babaoriley, regarding MNKD's future prospects. Spiro's sources continue to say that a late January launch is likely and that the launch will be an explosive controlled launch. Try and figure that one out Biotech. It is Spiro opinion that SNY is only capable of perpetuating a controlled launch. Now, if MNKD were in full control of the launch, there would have been a 90% chance of an uncontrolled launch developing. We are very lucky that is not the case. BTW, MNKD is still selling at Black Friday prices, but the sale is almost over.
Happy Holiday's and/or Merry Christmas to all,
Spiro
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Post by spiro on Dec 23, 2014 10:07:54 GMT -5
IMO, the RBC Capital revenue estimate is way off. If the first 3 production lines can produce 400,000,000 cartilages and each patient would require around 1,100 per year, the 3 lines could treat somewhere near 364,000 patients. Assuming a $2,000 per year cost, that would indicate over $700,000 million in revenue. Production lines 4,5 and 6, because of the increased efficiency will produce around 500,000 cartridges per year. If the Danbury factory was built out to the 12 line capacity, the plant could generate near $2 billion in revenue.
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Post by spiro on Dec 17, 2014 18:03:20 GMT -5
For those interested, take a look at one of MNKD's old competitors Generex Biotech (GNBT). They were trying to develop an oral insulin. Ouch finance.yahoo.com/q?s=gnbt&ql=1 |
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Post by spiro on Dec 16, 2014 8:45:46 GMT -5
it is Spiro's opinion that within 6 month's of launch, there could be a serious shortage of Afrezza. Shortly after this explosive launch of Afrezza, SNY and MNKD will announce aggressive production line expansion. BTW, the Danbury plant is not big enough. . But it may just be SNY making these announcements.
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Post by spiro on Dec 14, 2014 10:59:49 GMT -5
Kc, Ouzo at the Wynn or Venetian sounds good to me.
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Post by spiro on Dec 13, 2014 12:07:49 GMT -5
I agree with the Crazy Spiro.. Some of you guys wouldn't put the talking frog in your pocket. All three Spiro's would. Spiro wants to know if Babaoriley would kiss the frog.
The Talking Frog
I am 73 years old & love to fish.
I was sitting on my dock the other day,
when I heard a voice say, 'Pick me up.'
I looked around & couldn't see anyone.
I thought I was dreaming when
I heard the voice say again, 'Pick me up.'
I looked in the water & there,
floating on the top, was a frog.
I said, 'Are you talking to me?'
The frog said, 'Yes, I'm talking to you.
Pick me up then kiss me &
I'll turn into the most beautiful woman
you have ever seen.'
'I'll make sure that all your friends
are envious & jealous because I will be your mistress.'
I looked at the frog for a short time,
reached over, picked it up carefully,
& placed it in my front pocket.
The frog said to me, 'What are you nuts?
Didn't you hear what I said?
I said kiss me & I will be your beautiful mistress.'
At that moment I opened my pocket, looked at the frog & said,
'Nah, at my age I'd rather have a talking frog.'
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Post by spiro on Dec 12, 2014 18:33:01 GMT -5
I hate to tell you guys this, but there is a 3rd Spiro out there. This is the Screwball Spiro. He will say anything, do anything and buy anything. I sure hope that this isn't the Spiro that bought MNKD, because the Screwball Spiro is never right. This Spiro actually bought 16,000 shares of stock in a salted gold mine for 10 cents a share. It actually went to $3 a share and instead of selling, the Screwball Spiro bought a 1000 more shares. It went to zero before Spiro got his confirmation on that trade. The smart Spiro hasn't spoken to the Screwball Spiro in over 30 years, but he will occasionally speak to the Crazy Spiro.
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Post by spiro on Dec 11, 2014 21:25:22 GMT -5
Gamblerjag, Spiro is capable of uncontrollable optimism. Most of the veteran posters here are aware of this fact. Spiro believes that SNY has a very narrow window of opportunity to steal MNKD for less than $50 per share. That window is approximately 4 months. After this period of time, data from the launch should make any deal much more costly to SNY and further complicate negotiations. I further believe that the market is ignoring the potential value of the Technosphere pipeline, particularly with pain applications. Listen, SNY made a great decision to partner with MNKD, they will be huge winners with that deal. Because Spiro is greedy, he actually hopes that MNKD will refuse to sell at any price. Small companies can become big companies pretty fast with the right products. Stay tuned.
This post was generated by the smart Spiro.
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Post by spiro on Dec 11, 2014 18:34:28 GMT -5
Seanismorris, the crazy Spiro thinks that SNY will try to bluff MNKD into a premature deal. SNY is not stupid, even with new leadership they still know that time is not their friend here. It's obvious that Hakan and Matt do not play cards very well and probably haven't noticed that their ace high straight is all spades. Palumbo for sure is clueless. The smart Spiro thinks that Al Mann knows the game and is all in. It's actually not a very hard decision for SNY to make. Spend $20 billion to develop 4 or 5 possible piss ant drugs from scratch or spend $20 billion or so to buyout MNKD and get the slam dunk blockbuster Afrezza and the incredibly promising technospheree platform. The crazy Spiro thinks that $20 billion is way to low, but the smart Spiro would take it, but only within 3 months. After that the new game could have a $40 billion buy in.
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Post by spiro on Dec 11, 2014 14:42:03 GMT -5
It rather obvious to me that shareholders who are long on MNKD should be getting more confident as each trading session passes. The pieces continue to fall into their places for MNKD. With FDA approval in hand along with a great partner in Sanofi and a soon to be announced launch date, MNKD appears to be ready to catapult any day now. We now have patients asking their doctors about Afrezza and doctors telling the patients about Afrezza being available soon. We also have Sanofi drug reps starting to chatter about Afrezza, some credible and some maybe not to credible. Hopefully Doc Ashiwi will elaborate on this next Friday. It is Spiro's opinion that Sanofi is most likely deep into the process of developing an offer to acquire MNKD. They are evaluating the feedback from their drug reps, patient surveys and international potential. Sanofi is well aware that an explosive launch of Afrezza could easily double or triple the acquisition price. Spiro also believes that MNkD is aware of Sanofi's intentions and that they have been asked to delay any additional product licensing until a decision is reached. MNKD is sitting on a ROYAL FLUSH, Sanofi knows it, the shorts know it and unfortunately for the shorts, the institutions know it.
Disclosure: This post was generated by the crazy Spiro, the smart Spiro just sat there and let him post it.
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Post by spiro on Dec 10, 2014 20:19:10 GMT -5
Coco gave us the best info possible when she posted about her sister's conversation with her PCP. it's happening folks all over the country. Our patience is on the verge of being rewarded very soon.
Spiro can wait.
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