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Post by spiro on Sept 4, 2014 16:27:38 GMT -5
Some of these future announcements will obviously be controlled by SNY, but quite a few can be generated by MNKD. I believe we will see two types of Technosphere announcements. Another company will contract with MNKD to use it's own drug formulation with Technosphere. In this instance MNKD will receive a small upfront payment with targeted milestones and royalties. The other company will fund all trials and expenses. Then we will see MNKD proceeding with it's own Techosphere project, where MNKD funds the early studies before partnering. The fun has yet to begin.
Spiro here, I can wait !
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Post by spiro on Aug 27, 2014 8:10:15 GMT -5
OK, so Jeffries is thinking that peak Afrezza sales will be $3.2 billion. That's a pretty impressive number considering the lack of projections from MNKD or SNY. Florida, California, Texas and Arizona will take care of most of that $3.2 billion number pretty quick. Now, once we add the rest of the world, who knows?
Spiro here, I can wait.
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Post by spiro on Aug 26, 2014 18:23:54 GMT -5
Biotec, I try to keep an eye on Institutional trends. I can only go back a little ways with numbers from Nasdaq. Vanguard appears to be steadily accumulating. I would assume that now that MNKD has partnered with Sanofi this accumulation will continue, if not intensify by Vanguard and others.
Vanguard Group holdings
09/30/2013 10,060,702
12/31/2013 11,250,991
03/31/2014 13,269,260
06/30/2014 14,020,972
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Post by spiro on Aug 26, 2014 17:26:20 GMT -5
The winner's will be Al Mann and groups, the institutions like Vanguard who stick it out while continuing to accumulate and the longs who have the stomach to last through the ups and downs. Spiro will be here until the final resolution.
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Post by spiro on Aug 26, 2014 16:28:18 GMT -5
Spiro is not surprised by the increase in short position. It the only tool they have left in their attempt to rattle our confidence. The ridiculous hit pieces will not work anymore, so all they have left is to continue to borrow shares and plan more short attacks. Their next attack will probably occur on a big market down day. The big problem for the shorts now is that the Sanofi deal has most likely strengthened institutional confidence and buying. Most weak hands have probably moved on and we probably have a much stronger retail base of ownership. The "I can wait crowd" is now in control and why not. It is going to be very difficult for the shorts to spin future news announcements from MNKD and Sanofi. I am anxiously awaiting news that the FDA has approved the Cricket device and that Torrey Pines will begin clinical testing on humans using the device. A Technosphere contract or two with some other drug companies funding the trials, should be very interesting as well. Also Sanofi filing foreign country NDA's will be difficult for the shorts to spin negatively. So, guess in 2 weeks the short interest will be over 80 million, what else is new.
Spiro here, Siberia will just have to wait.
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Post by spiro on Aug 25, 2014 7:33:15 GMT -5
If Afrezza is bought out for $8.3 billion, the share price would fall to $1, because the shorts would claim MNKD accepted monopoly money as payment.
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Post by spiro on Aug 16, 2014 9:04:56 GMT -5
Savzak, Apparently, you know a lot about Siberia, does that mean you will be moving there also? Check out this vacation brochure on Siberia. www.travelallrussia.com/siberia/
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Post by spiro on Aug 15, 2014 19:20:19 GMT -5
Spiro is projecting 9 to 10 lawsuits against MNKD because they got FDA approval for Afrezza, a major pharma partner and didn't lie about their expectations. Spiro is also happy that the stock market is closed the next two days. One more batch of good news from MNKD and it;s off to Siberia for Spiro, that's for sure.
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Post by spiro on Aug 13, 2014 13:40:10 GMT -5
Do you think Sanofi will pay for 65% of my Happy Meals?
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Post by spiro on Aug 13, 2014 12:33:12 GMT -5
Vegas still sounds good to me, as long as I can split the costs of a room at Motel 6 with 10 or 20 other people.
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Post by spiro on Aug 13, 2014 8:35:45 GMT -5
It has taken me 48 hours to decide that I don't need Psychiatric counseling because of my investment in MNKD. In reality, I did everything right. I bought into a very promising biotec company, led by an extraordinary individual, Al Mann. Although it has been a rough ride, MNKD has delivered the goods. They have received FDA approval of Afrezza with a decent label and a major pharma partner willing to put their clout and reputation behind the product. I am a little disappointed by the terms of the deal and the rather low key enthusiasm shown by both parties at the press conference. But big pharma usually likes to keep their projections under control, allowing them to exceed expectations. Actually, this is a good thing. i hate to have to admit that Babaoriley was right about the ability of the shorts to manipulate the share price, but eventually the progress that will made by the partnership will take care of the shorts.
Spiro here, still depressed but surviving
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Post by spiro on Aug 11, 2014 1:37:34 GMT -5
One thing is certain, MNKD has just become a lot safer to own. Of course the shorts will try to spin this deal in a negative way, but they are going to look real stupid trying to diminish this deal. MNKD gets the worldwide big company name and keeps 35%. That will be hard to spin negatively. The upfront money is disappointing, but the investment safety aspect has just been fortified by solid gold. i think the institutions will be very happy with this deal.
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Post by spiro on Aug 11, 2014 1:06:58 GMT -5
I don't speak French, but thank god it wasn't a Greek company.
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Post by spiro on Aug 11, 2014 0:57:41 GMT -5
Spiro got the 1:30 wakeup call and is now bring to figure out how happy he should be. The upfront money seems a little low, but then again the 35% is quite nice. The total of $925 upfront is not exactly pocket change for MNKD.
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Post by spiro on Aug 9, 2014 21:17:08 GMT -5
It's hard to connect the dots after one has overdosed on ouzo. When you guys finish connecting everything and have it all figured out, let me know. I may have to go to detective school before this thing is over. But for now, I am still singing Monday Monday.
Spiro
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