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Post by spiro on Dec 9, 2014 15:03:52 GMT -5
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Post by spiro on Dec 7, 2014 22:20:30 GMT -5
Damn Baba, you are good, but Spiro is more like the waterway in that Adam Sandler movie. Spiro would look at the quarterback and envision him being short MNKD and then charge at him. If anyone says something bad about MNKD, they immediately become Spiro's enemy. Spiro also told me, that if he ends up in Siberia when this thing is all over, he will spend most of his time making snowmen in Al Mann's likeness and then beat the crap out of them.
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Post by spiro on Dec 7, 2014 10:19:05 GMT -5
Disclosure, Spiro is not Mnholdem, But Spiro could have written the exact same post. Spiro believes that there are even more powerful forces working with MNKD that will make Afrezza a blockbuster drug. This force behind MNKD is the millions upon millions of Diabetics who will benefit from Afrezza. The only unanswered question for Spiro is, what is the percentage of these out of control Diabetics who will be smart enough to use or demand Afrezza. Spiro thinks that at least 15 to 20% of these Diabetics will be smart enough to eventually try Afrezza. BTW, at current capacity, MNKD can only treat less than 1% of those smart Diabetics. Spiro also thinks that some of the investors who are shorting MNKD are also Diabetic and will be soon using Afrezza. Now that will be a huge pill to swallow.
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Post by spiro on Dec 4, 2014 15:02:44 GMT -5
Ok, here is what Spiro thinks. Palumbo is not a gambler, owning stocks is comparable to gambling. MNKD gives her over a million dollars in shares, she will not gamble, therefore selling most them the first chance she gets. Now, Hakan is a Riverboat gambler, he likes the action. Now, if Spiro were in Hakan's shoes, he would sell at least 30-50% of his shares and gamble with the rest.
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Post by spiro on Dec 3, 2014 20:24:15 GMT -5
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Post by spiro on Dec 3, 2014 19:25:42 GMT -5
Robsacher,
There is no question that Baba is the most astute poster on this board. With that being said, if I knew how to use the ignore feature, I would have put him on ignore a few years ago. Actually, I only disagree with Baba on rare occasions. But one thing is certain, If MNKD doesn't make us rich, Baba will have to come to Siberia and drink watered down Vodka with me instead of in the Catskills.
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Post by spiro on Dec 3, 2014 13:44:29 GMT -5
Rak, thanks for clarifying all of this financial crap. I am still not sure what you are talking about and I really don't care. I just want MNKD's share price to go up. We have heard a ton of mumbo jumbo from Matt, Hakan and Al for too many years. it is now time for them to deliver the goods. I have listened to so many of those damn conference calls, that I am actually starting to understand what Hakan says. But I am still not sure Hakan actually says what he means to convey in English. I look forward to the day that MNKD executives never uses words like could, may, likely, possible, potential, expected or uncertain and start using words like definite, without doubt, unequivocally, or decidedly among others.
Spiro
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Post by spiro on Dec 1, 2014 20:14:34 GMT -5
Thanks for the info Coco, I am sure similar conversations are happening all over the country. One thing is certain, MNKD and SNY will need a lot more production lines and soon. If Sanofi drug reps are getting similar feed back from their doctors, it is very likely that SNY and MNKD will announce production expansion early next year, possibly even before launch.
Spiro
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Post by spiro on Dec 1, 2014 12:30:14 GMT -5
Robert,
Thanks for the kind words, but believe me, I am keeping a close watch on the weather in Siberia. I am wrong as often as I am right. If there are any smart shorts left, I believe they will take advantage of some of the expected year end tax loss selling and cover some of their shorted shares. The next 3 short interest disseminations dates of 12/10, 12/24 and 1/12 could confirm this suspicion, particularly the 12/24 and 1/12 dates. It would be nice if MNKD is working on a nice little Christmas present for the longs this month. We shall see, but don't hold your breath.
Spiro
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Post by spiro on Nov 30, 2014 13:55:43 GMT -5
Robert,
Truthfully, I have no clue as to what the shorts are up to. Their recent bear raids appear to have been rather costly to them. On November 16, they drove the price down on 975,000 shares in several minutes, only to see it recover on a mere 150,000 shares or so. This repeated again on Nov. 28. MNKD went down on big volume and back up on much smaller volume. Meanwhile, as the shorts play out this questionable strategy, the short position keeps increasing and the share price has been firming up. The shorts have also been paying huge interest to borrow shares and have been seeing quite a few of their LEAPS expiring as money losers or even worthless. It is also obvious that the accumulating institutions do not appear to be bothered by this nonsensical maneuvering being conducted by the shorts. The institutions are probably quite happy with the 12.5% interest they are getting from their loaning shares. I for one do not believe that the shorts know something that Sanofi and their institution buddies do not know. It is my opinion that the shorts have gotten themselves into a very unfavorable situation at this point and are struggling to find an exit strategy. It's going to take quite a while for those 82 million short shares to disappear. I am annoyed by the insider selling at MNKD, but this happens with most small Biotechs.
Spiro
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Post by spiro on Nov 29, 2014 10:53:00 GMT -5
It may take a few years, but once the insurance companies start to see the data being accumulated by SNY and MNKD from Afrezza users, Afrezza will become their drug of preference for most of their diabetics and even pre-diabetics. Doctors will soon become the best spokesmen out there for Afrezza. The benefits from early intervention that Afrezza provides, makes it virtual no-brainer for insurance companies to cover Afrezza. We don't read much about the serious and very costly long term complications that Diabetics could eventually have to deal with. We spend endless days talking about a1c level, dosing, etc, but seldom if ever discuss the end game that non compliant diabetics will face one day. Just to name a few, wound care, amputations, blindness, neuropathy and kidney damage. With Afrezza, the doctor will finally be able to look at their patients square in the eye and tell them, I know you don't want to start injectable insulin, but here is your only choice, either start using Afrezza or find yourself another doctor. www.diabetes.org/living-with-diabetes/complications/ |
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Post by spiro on Nov 27, 2014 10:56:57 GMT -5
Ditto from Spiro. Today is always a great day, but tomorrow can be very costly. My wife is currently studying over a 10 inch stack of Black Friday ads. I did make an unsuccessful attempt to slow her down, by telling her, " Honey, the Ferguson Rioters want us to Boycot Black Friday shopping." BTW, it's -48 degrees in Siberia today and we are still in November.
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Post by spiro on Nov 24, 2014 18:39:26 GMT -5
in search of the truth, On October 14, when MNKD hit an intraday low of $4.45, I actually might have been looking for a little truth that day also. Bu after closing at $4.61 that day, MNKD has performed quite well during the next 29 trading days, to close at $6.16 today. All during this time the shorts were shorting more and the institutions appear to be happily buying their shares. Listen, for a puny biotech company like MNKD, things can't get too much better than they are now. They have FDA approval of their lead drug and have signed a partnership with the best possible company out there to make Afrezza a blockbuster drug. Technosphere technology will give MNKD numerous opportunities to move forward with other IND's. They will certainly have the cash to move in this direction with one or two products next year. One thing is certain, at $6.16, MNKD shares are selling at bargain basement prices. Someone is backing the truck up every day and loading up as the shorts and some whining longs dump more shares. Ashiwi, Rak and Spiro went through this same scenario with KOSP, which fell to $3.00 after FDA approval, only to be bought out for $78. several years later.
Spiro is now saying, if you can't see that incredibly bright light at the end of the tunnel, you should get out of MNKD immediately.
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Post by spiro on Nov 20, 2014 8:02:41 GMT -5
One thing is certain, it will take years for Toujeo to replace Lantus revenues if ever. If Afrezza doesn't become a blockbuster, SNY will not get close to that $37.5 billion dollar estimate. My guess, Afrezza is SNY's Ace in the hole.
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Post by spiro on Nov 18, 2014 20:46:51 GMT -5
Every analyst present at this presentation already knows that Sanofi would not have entered into a $1billion deal with MNKD to partner Afrezza, unless Sanofi felt that it would become a multi-billion dollar a year drug. Clearly Sanofi will need to expand on the merits of this deal. We all know that could be done in 5 minutes with a couple of charts. That is unless Sanofi asks Hakan, Matt, or Al to present Afrezza to the group. Now that's a scary thought.
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