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Post by spiro on Nov 18, 2014 13:54:07 GMT -5
Cretin11, There are 2 Spiro's. The conservative Spiro thinks we will see a lot of .50 days when the shorts gradually get out. But the crazy Spiro thinks that there will be a lot of $1. plus days mixed in as the hapless shorts are crushed by the smarter institutions. The shorts have the noose around there necks now and when Sanofi and Al are ready, the rope will tighten. Both Spiro's think that will occur at sometime in 2015.
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Post by spiro on Nov 16, 2014 11:18:49 GMT -5
Baba, thanks for reminding me about Miami's loss last night, I had completely forgotten about last nights game and the awful 2nd half coaching which resulted in Miami's loss. I may have to put you on ignore if you keep reminding me of negatives.
It sure seems to me that the institutions are outsmarting the shorts. The institutions keep buying shares and then turn around and loan them to the shorts for 17% interest or sell high priced LEAP's which expire worthless. What do the institution know that the shorts don't know? I think the answer is Al Mann and/or high powered research teams. It's also possible that some institutions are getting a little ammo from their relationships with Sanofi. IMO, the impending squeeze on the hapless shorts will be one of Al Mann's most treasured memories. I wouldn't be surprised if this squeeze is triggered by an announcement that Sanofi has taken a 5% stake in MNKD. Also squeezes don't always happen fast, .50 a day for a couple of weeks would look like a squeeze to me. OK, I am probably wrong about all of this, but I can assure you that the shorts are not comfortable with institutional ownership being up 6 million shares last quarter to 94,842,527. BTW Baba, I'm so obsessed with this crap that I actually remembered that number.
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Post by spiro on Nov 15, 2014 10:21:11 GMT -5
This recent rally in MNKD share price started on November 6, after an unsuccessful short attack where almost 1 million shares were dumped during low volume early morning trading. MNKD's share price plunged to $4.98 quickly, but within minutes recovered most of the loss on much less volume. The share price closed up .04 that day to $5.71 on 6.8 million share volume. During the 6 trading day after Nov. 6, there has been a steady increase in share price up to $6.16 on a rather weak average volume of 3.8 million shares. Historically, low volume days have provided successful opportunities for the shorts to drive the share price down. finance.yahoo.com/q/hp?s=MNKD&a=08&b=28&c=2004&d=10&e=15&f=2014&g=dIMO. this trend trend is being driven by a slow but steady increase in institutional ownership. They are sitting back and slowly accumulating what the hapless shorts are delivering to them. The early third quarter results indicate that institutions have accumulated an additional 5.7 million shares. They now hold 94,842,527 shares. The shorts and their friends simply can not spin this remarkable trend to their advantage. Vanguard, Blackrock and Fidelity do not join cults. I am looking forward to that day in the near future when institutions control over 150 million shares. www.nasdaq.com/symbol/mnkd/institutional-holdingsI am little anxious about Nov. 20, too many people are excited the SNY presentation. We shall see. I would much rather be talking about plant capacity. Let's see, MNKD's first 3 production lines can produce 400 million cartridges per year, but each additional 3 lines can produce 500 million cartridges. So during 2016, the plant at full capacity with 12 lines will be cranking out close to 1.9 billion cartridges generating close to $3.6 billion in revenue by the end of 2017. I will let the rest of you speculate on what the share price could be if these calculations materialize. Spiro here |
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Post by spiro on Nov 15, 2014 9:17:30 GMT -5
i've read so much about diabetes treatment the past several years, that I feel like I could open up a diabetic treatment clinic and be the Chief Medical Quack in charge. But of course Dr. Spiro would only prescribe Afrezza. If the patient wanted something else, they would have to find another Quack for treatment.
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Post by spiro on Nov 13, 2014 10:07:45 GMT -5
The shorts better be keeping there eyes on institutional ownership. The numbers are starting to come out now. State Street added 1 million last quarter along with 700,000 by Vanguard and over 900,000 by Blackrock. Fidelity hasn't reported yet.
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Post by spiro on Nov 11, 2014 20:26:02 GMT -5
I have no clue what you guys are planning to do with whipped cream after MNKD goes up. I only use whipped cream on pumpkin pie, strawberries and ice cream. I really hope the shorts can't afford whipped cream on Thanksgiving day.
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Post by spiro on Nov 11, 2014 17:19:17 GMT -5
My sources have just informed me that Sanofi reps are fighting over who will be the lucky ones to detail Afrezza next year. it sure sounds like Baboriley thinks I may be eating baloney sandwiches for thanksgiving.
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Post by spiro on Nov 11, 2014 14:56:39 GMT -5
If MNKD gets over $7, we might be able to add a pumpkin pie with some whipped cream.
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Post by spiro on Nov 11, 2014 12:57:17 GMT -5
If this trend continues, I can tell my wife to hold off on the baloney sandwiches for Thanksgiving.
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Post by spiro on Nov 7, 2014 7:20:06 GMT -5
Baba, yep, definitely up late again last night, just like Tuesday night. When life is good, you try to enjoy it as long as you can. This time my enjoyment may only last for two years, but I will take it. As for the share price, I was feeling a lot better at market close than the guy who dumped the million shares in the morning. The sharps who bought all those shares on the way down must feel pretty good also. What a gift that was. IMO, MNKD is selling is now selling at way below Black Friday prices. I wonder if SNY picked up a few shares yesterday?
Spiro
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Post by spiro on Nov 6, 2014 23:15:27 GMT -5
I certainly hope that MNKD's B.O.D. and Al Mann are smart enough to cherry pick the best prospect for Technosphere and move forward towards a Phase 1 trial with that drug. Surely MNKD will have enough funds to accomplish this. If they don't, we are in major trouble as shareholders. OK, for you new guys just in case you don't know, It's Technosphere and pain drugs. Afrezza profits will supply MNKD with all the future funds it needs to complete trials for these absolute MEGA DRUGS. I still believe that MNKD will be acquired within 1-3 years, if not sooner. Two things are certain, the longer it takes the more it will cost and the honorable Babaoriley will disagree with me.
Spiro here, patiently waiting and trying to ignore the current share price.
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Post by spiro on Oct 29, 2014 12:40:53 GMT -5
Baba, it's obvious that SNY firing this Viehbacher guy is good news for MNKD. That's why MNKD is down today. If this were bad news or no news, the share price would be up. History trumps. It's funny how during the past 10 years of bungling by MNKD's management that the board can't find anyone to fire.
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Post by spiro on Oct 29, 2014 9:10:15 GMT -5
Spiro thinks Al Mann should dump Hakan and replace him with Viehbacher.
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Post by spiro on Oct 28, 2014 9:57:19 GMT -5
I am not sure the YMB poster is correct. I have been unable to find anything to confirm that Technosphere is being used.
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Post by spiro on Oct 28, 2014 8:48:21 GMT -5
From YMB ? Very interesting,
lakers_w • 29 minutes ago
4users liked this postsusers disliked this posts0Reply
3Q14 SNY ER Appendix 6, pg 23 indicates SNY working on inhaled GLP-1 Phase I, $$$ for Technosphere
en.sanofiDOTcom/Images/37449_20141027_Q32014Results_en.pdf
Afrezza was mentioned on pg 3,10.
Appendix 6, pg23 shows R&D Pipeline.
Phase I:
SAR425899
GLP-1 / GCGR agonist Diabetes
SAR342434
Insulin Lispro Diabetes
Pg 22, Phase III:
Lyxumia® (lixisenatide)
GLP-1 agonist Type 2 diabetes, U.S
LixiLan
lixisenatide + insulin glargine Fixed-Ratio / Type 2 diabetes Less
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