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  • MannKind to Present at Upcoming Conferences [View article]
    interesting week for mankind
    new director added and it seemed wall street liked that result
    chief officer buys 20,000 shares and its viewed favorably by the street
    stock moves up over five in about for sessions from the yearly low
    then, we now have a tremendous increase in short sales in last trading period.
    what stock rises with about over a million shares traded day , after day short??
    some one bought those shares and now we are looking at a new direction.
    today and tomorrow are important as its resulting thinking from the short reporting and the script number Friday.
    and, three presentations to three powerfull stock house customers. since I have attended them in the past, I can state that the quality of attendees is impressive.
    we are looking at exciting time period for mankind stock. yes, buying and selling .
    the closer we get to advertising , the meaning of advertising will demonstrate the commitment from sanofi.
    just remember, sanofi was and is, the perfect partner for mankind as mankind is not and was not capable of a sales force, administration , personnel , and capability to penetrate the market.
    at some point, the shorts will fold, as a dollar move is now 112 million dollar move to shorts ,,,
    May 28, 2015. 07:27 AM | 2 Likes Like |Link to Comment
  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    Thursday morning and mankind has a meeting to attend.
    what will they say?
    several issues to clear up from other posters.
    afrezza is made in a plant in the u.s.a.
    once approved in other countries hey will ship over seas. each country will have a different pricing structure for the same product.
    the pricing is set on value of the dollar and the availability of funds to the public .
    next is expiration time of product.
    a plant creating a new product has to show dates of manufacturing that is what we call...short dated...we do not have that problem as we were in operation and producing from the plant for years. so we have good dates..
    afrezza short term problems are being solved by sanofi. the machine and advertising.
    the machine is so simple I find it funny. big time spenders find a few hundred dollars for a machine is a reason to be thrifty. then they get paid for the test.
    reminds me of the worker who did not want a pay raise because his taxes would rise. even bone crusher could explain that one.
    back to mankind, the stock
    shorts have not begun to cover their shorts in mankind.
    in fact, they added to their positions.
    that proves to me, you can short what you do not own and not go to prison
    it rhymes.
    at some point unlimited funds to short unlimited loss starts to make sense to shortie and their friends.
    major buying is being done now looking out six months.
    gamblers look for a double in six weeks
    me? I invest in stocks .
    I look forward to the day when they start advertising.
    the ratio of money spent advertising to sales produced in the market place to be effective in delievery of the message is established by the industry.
    if Jefferies can call 300 doctors, get replies, so can sanofi.
    so sanofi knows exactly what and how to go about it to maximize results.
    so, folks, with a plant, a sales force, billing in place, product, all we need is a message and some customers.
    May 21, 2015. 07:44 AM | 8 Likes Like |Link to Comment
  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    Robert,
    this article is some thing I have not even considered .
    it is tremendous in concept and usefulness
    I hope that sanofi people read this and react.
    it proves afrezza has such great potential with its reach to all the needed users in the market place.
    I have to say it again, great article and idea
    May 21, 2015. 02:06 AM | 12 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    George,
    I sent a note on the bonds and shorting to you insatblot
    not sure why they have it
    looks like a lot of buyers these days
    May 19, 2015. 04:06 PM | 1 Like Like |Link to Comment
  • Marketocracy Top 20 Manager, Nate Pile, Invested In MannKind And Afrezza [View article]
    good question for all
    what happened to the script count as so many are asking
    some were using charts to make increase or decrease in scripts
    seems to me some one would be willing to tell us the counts
    are at zero?
    are we at ten
    maybe 40 or. maybe more??
    May 16, 2015. 10:57 AM | Likes Like |Link to Comment
  • Healthcare ratings roundup - upgrades/downgrades [View news story]
    its Saturday morning and the market is closed.
    we closed at four dollars and the game is about to begin again.
    next week, since we now know the following";
    we got a downgrade of a 3.70 cent stock from a big house.
    we got the news from mankind that sales are slower than expected.
    we now know the excuse is they need a little machine costing a few hundred dollars to be up to date.
    they were concentrating on a few hundred big wheels in the trade
    they will start advertising once six months of waiting time is fulfilled
    I left out other negatives
    so what happened Friday? Jefferies told the story and they like mankind stock.
    so do I.
    we will see the effect next week as to what happens when more buyers step up to the plate and buy in at these levels.
    the game was, mankind was suppose to go out of business and afrezza was to be a dead item.
    so we have mankind sitting on 120 million in cash
    we have sanofi preparing to spend about 350 million on advertising and other costs to make afrezza a winner
    we have users and new ones every day
    we have sanofi selling the concept every day to more and more doctors.
    we have social media
    we have users telling others to use afrezza
    we know about 25 million shares disappear in three months .bond and bank borrowing free shares are to be returned.
    even if afrezza sells new bonds , perhaps they will not be convertible..just straight bonds
    good trading to all
    p.s. I just found out what an instabloc was on seeking alpha
    interesting
    May 16, 2015. 10:42 AM | 5 Likes Like |Link to Comment
  • A Perspective On The Disconnect Between Company And Stock Performance [View instapost]
    George,
    I am a true believer in your style of writing and posting of the stock market and specific stocks that you are interested in.
    I just found this website as I read on seeking a. that you were some place else , posting about mankind.
    that said , back to mankind which I find an interesting investment.
    take the shorting first...
    due to so much money flowing in wall street it has changed some basic rules to a different way of looking outside the box.
    shorters are limitless spenders and can maintain their position up to a point. that point floats, from time to time, as prices of a stock swing from position to position in price.
    now, with about 100 million shares shorted, and with the last two weeks added in, its really about 108 million shares.
    fail to deliever?? no problem, just borrow a few extra million for a few days and new borrowers appear.
    well, on Friday we were looking at a downgrade earlier in the week that sent us to new lows.
    suddenly, Jefferies and the f.d.a. stepped in our favor.
    Jefferies is what did it to create the up move.
    now with 108 million shares short, it means all the cash generated by shorting is in a special account at each house involved, and, the borrower has put up about 50 per cent to be in the game as a guarantee to cover.
    as long as the price remains low, the game goes on. moves of a few pennies and no big deal.
    what happens is, as it went down in price, the profits or, potential profits rise and, the borrowers , or shorter, has more money to sell more on the downside.
    however, if and what happened Friday, was, the price rises, and I can not tell you the exact amount of pennies that causes this change, but, it means as the stock rises, the shorter must put up more money, or, they can close out a portion of their position.
    now assuming they have kept increasing their short stock form 90 million to about 108 million shares it cost less to short as the price went down, but,, as the price rises, the cost goes up at a more faster rate.
    assuming they borrowed , their open pool of cash is used to short more..at the same time they may be involved with other stock in shorting..that is their cash available
    limitation .
    when the price rises to four dollars, its about fifty million dollars cost to this shorting. they need to have unused cash waiting, sell some value, or use up surplus ot anticipated profits from the shorting.
    no big deal as of Friday if we drop in price Monday.
    I believe if I am correct, any move up is about a million dollars to a penney movement at 100 million shares short.
    take for fun, a 25 cent move up on Monday.
    if we traded 100 shares on Monday and 50 are buyers and 50 are sellers. maybe the price remains constant.
    if 60 buy and 40 sell..then we should see a move up.
    however, let a shorter appear and he buys the extra 10 being bought to prevent the up swing we are even in price aain.
    however, it really means he is now shorting even more. let him short and the price rises it means 60 plus his 10 which is now 70 buying and really 30 selling we go up in price.
    on Tuesday, if we see more true buying then selling the swing will be at least twice or three times the move up.
    once the ball moves to the upside, the shorter makes less, must put up more money, or, the game gets nasty
    George,
    I really would your thinking as I have not even talked about the stock itself yet.
    May 16, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • Healthcare ratings roundup - upgrades/downgrades [View news story]
    I do not get it. Jefferies says we have an interesting play today and we get old news about a downgrade that was all ready bakes into the pies.
    look at action this Friday.
    I said early in week we would see four by Friday. even I am shocked!!
    notice the 500000 block after market closed yesterday.
    notice the buying all day with several shorting plays
    then, about a million shares were shorted at the high of about 408 area
    if we take that out, we may see a decent up move next week.
    remember, the shorts are over 100 million shares and, I think they are getting to the point of..is it smart to be short those many shares.
    once we see a move of fifty cents up in price , its about fifty million bucks lost to them.
    over four closing today and we are changing the dynamics of selling short for mannkind
    May 15, 2015. 12:55 PM | 14 Likes Like |Link to Comment
  • Marketocracy Top 20 Manager, Nate Pile, Invested In MannKind And Afrezza [View article]
    Friday and the play is getting interesting
    Jefferies gave an upgrade in the sense of ..its looking better
    then, I had said on Monday we would see four bucks at end of week.
    hope it holds the four level
    well to the bonds.
    they are convertible and will not be converted by bond owners unless they are in the money.
    so what happens is, mankind issues a new bond at an interest rate ..say, six percent , maybe five ..for the 100 million
    and, uses the cash to pay off the august bond.
    or, they set it at five percent and new conversion rate will be 15 percent above the days closing at the time of being issues..thats even better, no cash outlay.
    now to the stock price ..I gave to admit, and I have no proof, I believe we will be over 7 before august bond date.
    how? I am only left with mankind pulling a rabbit out of the hat.
    sanofi says some thing positive
    they do a deal with some other player
    I just think the days of the shorts are numbered/ more later
    May 15, 2015. 12:47 PM | 3 Likes Like |Link to Comment
  • Afrezza's Slow Launch: It's Still Early, But I Kinda Told You So [View article]
    interesting article you are telling about mankind company. it is a small company that did not have a product to sell, so it was priced at its true value.
    now they have a f.d.a. product that indicates a novel new approach to insulin users.
    they teamed with sanofi one of the greatest companies in the insulin field for management of the introduction of afrezza into the market place.
    so sanofi looked at a soft launch, found various pathways to a good launch being blocked by various problems.
    these problems are merely situations that are correctable.
    now they are faced with a great product
    350 million to spend for product introduction along with advertising.
    a warehouse a plant a sales team
    what is lacking to move forward? nothing
    you mix up the product with the sales price
    any other small company would be priced with the future built into the price.
    not so for mankind ...we are locked into a battle with 100 million short sellers of stock value.
    carefully look at money flow in and out and you see they are cutting very deep into all costs and passing on to the partnership a lot of costs and employees in manufacturing product.
    that said, the real expenses is the note of 100 million bucks. they can replace this convertible bond with a straight bond very easy in this market place.
    so we are not to look out six months in time as determing value of an investment, but we are to only value it day by day? why
    I say the shorts have no ability to cover at any price and the moment they try to cover the market makers will know and will make them pay higher prices to buy their shares.
    think you can get 10 million shares traded in mankind a day? no way, friends.
    we will drop in volume as the big boys are buying as the shorters sell. who do you think bought the extras 4 million shares in last two weeks reporting period?
    so we have more buyers than sellers and the price drops?
    I want a major part in this movie
    if we were as bad as the bashers say, we should break three down to under two or ewss. after all, why should any one own this stock?
    it will not happen and the stock is just about hitting the low ..
    no I do not know the future only common sense and an understanding of logic.
    May 12, 2015. 09:06 AM | 32 Likes Like |Link to Comment
  • Analyst downgrades MannKind on lackluster prospects for Afrezza [View news story]
    lets talk Tuesday morning before the market opens.
    if you do not own mankind do not read what I write. my audience is limited to only stock owners. we certainly do not need more followers.
    we increased in last two weeks of reporting an additional four million shares short.
    that means about 400,00 shares a day being shorted, every day of trading.
    not an easy thing to short 25 % of a stock and about 40% of the float total.
    its even higher since that report as look at the volume. wow o wow
    today since they reported the s.e.c. reporting to make it official, we now know that the game plan is the same. the shorting will continue, the yelling goes on.
    what is the game changer to me?
    advertising of product. silly stories about needing a cheap machine, doctors too busy to buy one or to use it, or, the federal government too involved to allow the company to just give away a machine to a charity that would donate a free machine to every doctor in the country for free.
    I just made that one up<G>
    stock should rise today as the rule of wall street is about three days after negative perceived news, a stock tends to rise in price.
    now back to shorting stock which I find fun.
    I now how to sell I know how to buy
    I just find selling what is not owned has to reach a point where we have so many buyers no one really has the paper to show what they own.
    think about it!! 100 million shares short and available from whom?
    take out 160 million for management
    take out about 100 million never get sold by investors
    leaves about 140 million left to play in the sand with.
    take out 100 million short
    leaves about nobody to play with any more with shares .
    if they bought back a million shares a day , every day what would be the result
    I see, I need tea leaves.
    magazine articel about afrezza hit the market this week
    more to follow
    social media
    users happy tell others
    doctors say kind words about afrezza to their patients
    I say sanofi stop playing and start advertising as we both know that it will force the doctor to write the scripts
    May 12, 2015. 08:42 AM | 2 Likes Like |Link to Comment
  • Marketocracy Top 20 Manager, Nate Pile, Invested In MannKind And Afrezza [View article]
    naw, I gave that assignment to kevin

    can you imagine an under four dollar stock having so many telling us its under five bucks?
    I mean, really, this is a no brainer.
    I hope they keep dumping this stock so we can get it over and done.
    over five and all will say, I told you so,,
    I still believe if we hit 110 million shares short some one will ask the question of why!!
    I see, it has to be that the company disappears.
    well I got a bridge in Brooklyn for sale
    May 11, 2015. 02:01 PM | Likes Like |Link to Comment
  • Analyst downgrades MannKind on lackluster prospects for Afrezza [View news story]
    if only mankind did not own afrezza and have sanofi as a partner..then I could be on a different board for stocks.
    I see a different story.
    I see a company with poor management skills , led by a large stockholder who really does not care about the stock price, at this time.
    and he is right!!
    with 120 million in the bank in cash, very little debt other than the bond issue in august.
    what will happen? simple
    if nothing changes with sanofi or mankind then the afrezza sales will just continue to rise at their own pace. they will sell more and more afrezza as the cat
    is off and running.
    short term I have all ready said , we are being run by shorts. 96 million short shares and we probably over 100 million, easy as of today.
    the bottom? we are very close. assuming two down grades we assume the price is down and the nervous are out and gone.
    that leaves the folks like me who are in it to make money as the price goes up.
    fear is three time greater then greed
    look four or higher this week when the smoke and mirrors end
    remember, I get a part in this movie
    May 11, 2015. 01:50 PM | 12 Likes Like |Link to Comment
  • Marketocracy Top 20 Manager, Nate Pile, Invested In MannKind And Afrezza [View article]
    so its Monday and we have two sell calls from major houses. great time to say sell when we are at under four bucks.
    even I understand the game.
    so, what is the little player to do ?
    simple.
    what has changed in this game of wall street?
    we still have today the new short numbers after market closes.
    it is even higher as of today as we got lots more sellers of stock that are not owned by anyone.
    so many talk about the product and its uses and problems. I like to look at the selling and buying action.
    what gets the price to decline?
    selling recommendations
    no spending on advertising
    no visable commitment by sanofi
    poor mankind management to follow through on new applications, uses, and to tell sanofi to move on afrezza

    what about the up side??
    start advertising
    reach the doctors in America
    get this 200 buck machine glitch cleared up
    and, the shorts..my favorites
    how do they get to cover? they do not
    that's the beauty of this game
    they can sell
    big houses can sell
    but, no one can buy mankind
    when you buy the price tends to rise..
    market makers are professionals and this game is not over yet
    all it takes is one smart move and over four it is
    then I write more stories
    remember, I get a part in this movie
    or novel
    May 11, 2015. 11:55 AM | 6 Likes Like |Link to Comment
  • MannKind EPS in-line [View news story]
    since I cannot get an accountant to post....
    I say that they sold 35 million of product and since they gave it away at no cost, they decided to take a loss for the 35 million leaving a million in sales.
    my doctor does something like that .
    first he says the cost is xxxx
    then the insurance company says it is worth xxxxxx
    then a deductible kicks in xxxx
    then we get to what he collects
    the difference from his billing to amount he receives he says is a loss
    I need an accountant like that too
    how did they loss 35 million in this venture as I do not see it yet.
    May 10, 2015. 02:04 PM | 2 Likes Like |Link to Comment
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