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Post by spiro on Mar 19, 2016 20:21:37 GMT -5
Hi Lynn,
Spiro has also become very spiritual, he prays every night for the shorts to go straight to hell and stay there. The Miami Heat are doing very well at the moment against Lebron James and gang, but it's still in the 3rd quarter and they are only winning by 29 points. that might not be enough. OK, it was also hot in Miami today.
Spiro here, cautiously optimistic, damn that Babaoriley, Spiro should be off the charts optimistic.
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Post by spiro on Mar 19, 2016 15:08:24 GMT -5
Liane, the following opinion by Spiro should not be interpreted as a Spiro pump, but rather an analysis of the current situation that exists for the overzealous shorts. The shorts are currently in a very unfavorable situation caused by a combination of numerous factors that will most likely fuel the survival of MNKD until they are acquired at some time in the future. The shorts and their friends have survived and been successful by using scare tactics. They say, that the MNKD saga will end in bankruptcy. But do they really believe what they preach? Spiro doesn't think so. The shorts have a lot of things on their minds these days and most of them are not good thoughts for them. Now, Let Spiro elaborate for a moment before he bores you.
- Foremost on their minds, Afrezza really, really, really works great and the shorts know this. Unfortunately, Sanofi didn't let most Diabetics learn this fact
- Goldman Sachs suddenly long 9.7 million shares, What?
- Better communication from MNKD management?
- Cost to borrow shares at 67.7% or higher, Now that's a very bad thought, when a stock is going up rapidly.
- Some shorts getting margin calls, an even worse thought.
- Some institutions could be pulling back shares on loan. maybe we should join them.
- Anticipation of MNKD getting a new domestic partner. Start digging the hole for the shorts when this happens.
- Afrezza price drop rapidly accelerating sales. Now this a nightmare for shorts.
- Anticipation of an overseas partner or Afrezza contract. ( MNKD might need Donald Trump to make this deal ) Liane this is not intended to be political statement, only factual.
- The VDEX Diabetes Care Centers being a well thought out and strategically developed venture, could end up being a nightmare for Sanofi and their failure to competently market Afrezza. Did Sanofi even give Afrezza a chance with PCP's? Spiro tips his black hat to the VDEX partners.
- MNKD putting 5 or 6 sales reps in the VDEX center areas to hit all PCP's and Endos once per week. It all about proving what Sanofi could have done with decent effort.
- Anticipation of a cash settlement from Sanofi to make MNKD go away. The longer Sanofi waits, the more risky delay becomes. A cash settlement would be the equivalent of water boarding the shorts. Actually, Spiro is expecting $150 - $200 million. OK, this might be a soft pump.
- If MNKD share price continues to rise, the possibility of MNKD using an ATM facility to raise $150 million arises, thus ensuring 2 mores of survival. This would be disastrous for the high interest paying shorts. Indigestion time for them. BTW, Gaviscon is not strong enough.
- Fear of the unexpected, maybe an overseas partner or a real Technosphere deal. Remember, the longer a small biotech survives, the more dangerous they become to shorts.
- Babaoriley's negativity is weakening. This may not be a good thing, but the shorts don't know this.
Spiro here, Sorry to bore you with such a long post, but with MNKD, the best has yet to come.
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Post by spiro on Mar 16, 2016 19:15:02 GMT -5
Spiro usually doesn't pick on anyone other than Baba. Spiro believes that there is 95% chance that MNKD will receive a cash payment from Sanofi. Spiro does not know how much or when this may occur. But it will happen sooner than later. Spiro believes that Sanofi understands that it is in their best interest to quickly settle with MNKD.
Spiro here, we shall see?
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Post by spiro on Mar 10, 2016 9:07:03 GMT -5
Spiro says it way too easy to flush Baboriley out of the woodwork. Now, he sounds like an attorney. Unfortunately, Baba's opinions have been correct, way too often. One of these days, he is going to be wrong.
Spiro here, still hoping for the best outcome.
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Post by spiro on Mar 9, 2016 19:35:35 GMT -5
Spiro agrees with Babaoriley, $200 to $300 million may be a bit too low.
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Post by spiro on Feb 24, 2016 10:48:28 GMT -5
Lynn,
I hope you have a great time in Mexico, but watch out for the legals down there. Spiro is not going anywhere, ok, maybe Siberia. Spiro is feeling pain like most other MNKD longs , but is annoyed by the constant complaining and whining on the message boards. You know real pain today is having a portfolio of oil stocks. MNKD shareholders actually have less pain than most energy company shareholders. Just look at LINE, it was over $32.50 on July of 2014. It's selling .39 today. EOX is selling for .75 today after a 1/13 reverse spilt, followed by a 1/20 reverse split. Now that's real pain if you were a deer in the headlights with those two and there are dozens of more examples. People need to move or quit whining about MNKD. It's a dollar stock, we are rolling the dice now, so why whine?
Spiro here, BTW, I can whine with the best of them.
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Post by spiro on Feb 24, 2016 9:31:38 GMT -5
Baba, anyone who is successfully using Afrezza, clearly knows that Sanofi was negligent in their efforts to promote the drug. Hopefully, Matt was not talking with a forked tongue at the RBC conference.
Spiro here, still hiding out, but holding strong
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Post by spiro on Jan 19, 2016 15:05:25 GMT -5
Spiro heard that JPG and Babaoriley would like a new Technosphere Cyanide inhaler to help put them out of their misery.
Spiro here, Ok, Spiro would probably take a puff or two also.
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Post by spiro on Jan 14, 2016 16:53:17 GMT -5
Spiro thinks those doctors are just plain old stubborn and stupid folks, unwilling to learn about about how a great new insulin like Afrezza can actually help some of their patients manage their diabetes a little better. They are basically unwilling to accept change. They actions are basically detrimental to a lot of their patients. How foolish they are behaving.
Spiro here, enjoying the benefits of a truly remarkable insulin product.
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Post by spiro on Jan 13, 2016 20:37:22 GMT -5
Right on Liane, stay tuned on this one. one of our own is very involved in this development.
Spiro here, not doing cartwheels, but feeling a little better about things.
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Post by spiro on Jan 10, 2016 13:14:32 GMT -5
daduke38,
THE 50% number was just a ballpark. MNKD is sitting on a monster supply of inventory, considering the slow sales during Afrezza's 1st year. So why not slash the price to clear out all of it's aging inventory. Also, this would not only increase insurance coverage, but get thousands of more people to try Afrezza. Many of them will get hooked on Afrezza. After the inventory is near depletion, MNKD revs up the production lines again and can gradually start increasing the price . MNKD can easily afford a small sales force of 12 -15 reps for 6 months or so. They need to prove that if Afrezza is marketed properly in a small region, that it can produce solid sales. Spiro's hope is that this can be done with an elite sales force of enthusiastic and motivated sales reps, within 6 month's. With this evidence, MNKD should be able to secure a solid marketing partner, maybe even sooner than 6 month's as the evidence builds.
Spiro here, stubbornness may be a curse, but Spiro now controls 5,700 more shares than he did last weekend.
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Post by spiro on Jan 9, 2016 16:20:59 GMT -5
Great discussion here. Spiro believes that MNKD should take several immediate steps to prolong survival.
A. Reduce the manufacturing staff to the smallest number possible to reduce production of new product to a trickle, thus preventing recertification of the lines.
B. Cut the price of Afrezza 50% to attract new users and increase insurance coverage. Hopefully, cutting the price will not only attract new users, but also get some ex-users back who quit, because of the high cost of Afrezza.
Spiro believes the price cut alone will increase Afrezza sales substantially.
Now, here comes the strategy. MNKD should hire away from SNY 12-15 reps who were totally onboard with Afrezza. MNKD should then target a specific area within a state, say South Forida or LA ( more expensive ) as their sales target. These reps should target both Endo's and PCP's. MNKD should have enough money for a small TV ad program in the area along with mailings. MNKD needs to listen to the suggestions and strategies that these ex Sanofi reps will offer them. I'm sure Sanofi cared less about their opinions. If MNKD can substantially increase Afrezza sales in this small area within 6 month's using an adequate sales force with some good marketing, it is Spiro's opinion that securing a new partner will come quickly. The data from this test area should be very convincing. It will also be a much more favorable deal for MNKD and it's investors.
Spiro here, How the heck did Afrezza achieve $10 million in sales with a minimal sales force and basically no marketing?
P.S. Spiro knows how to lose money, as good as anybody.
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Post by spiro on Jan 7, 2016 8:40:18 GMT -5
Peppy,
Don't believe a word of what that crazy guy Spiro says. He even told me last night, that MNKD has been awarded 7 of the Darkest Hour scenarios and that they have only used 4 of them so far. Most companies only get one of those Darkest Hour things.
John here, I can't believe that I listened to that Afrezza using Spiro for stock buying advice.
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Post by spiro on Jan 6, 2016 23:31:10 GMT -5
Spiro is uncertain about what will happen this year with MNKD. Because of the large amount of Afrezza inventory on hand, MNKD will most likely stop or slow production to a trickle, while furloughing most of the production and research staff to significantly reduce costs. MNKD will most likely reduce the wholesale costs of Afrezza by 40% or more to secure additional insurance coverage. . Spiro believes that MNKD will outsource it's Afrezza reps to a 2nd party Pharma, offering them 20 -25% commissions on sales. MNKD should within 2 to 3 months establish a small sales force of 15-20 people to target a particular state. Spiro believes that it is critical for MNKD to show steady Afrezza sales progress by late summer. If MNKD is successful in increasing sales significantly, Spiro believes that most of us will be able to start sleeping better by September 1, except for the people who sold all their shares today and yesterday.
Spiro here, it looks like the Fat Lady was on the stage and had a mike in her hand, but Joeypotsandpans has sealed her mouth with duct tape and tied her hands behind her back. Her next slim chance to sing on this stage will not be for at least 12 month's.
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Post by spiro on Jan 6, 2016 21:09:47 GMT -5
Spiro is a stock owning coward. When things go bad, he hides out. But Spiro is getting damned tired of hiding out. .Joeypotsandpans, Holderm Tripoley and others have it right on this thread.
Spiro here
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