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  • MannKind Corporation: A Good Risk/Reward Play For The Long Haul [View article]
    back to educating doctors seems to be a cliff hanger.
    this game of they need education to prescribe afrezza is funny.
    a patient sees the ad, goes to the doctor and he prescribes it.
    the problem?
    I see, he is embarrassed because all he has to do is look at the google page for doctors or what ever text manual on his computer, and its done.
    I see, he needs a rep from sanofi to tell him what they were spoon fed the company
    I see, between sanofi reps, some patients, some results, some literature, some other methods of informing them selves, doctors need more help!!!
    the 975 million is guaranteed from sanofi if the product is launched from ads to other countries approvals.
    simple, sanofi move forward with afrezza or we stay as we are.
    sanofi has all the chips in the game, all the control, and any excuses from posters is just complaining or alibi annie .
    no excuses, sanofi needs no help or direction, they need action to move product.
    selling in a professional setting has been around a long time we have introduced thousands of new products..this is not complicated .
    I just wish some one with time and money had spent the bucks to run for the board.
    I really believe, even if they lost, which they would, it would scare current management, it would get wall street looking at what is going on with this company.
    a company need not talk to tout a stock, nor say incorrect things, but
    THEY SURE COULD KEEP THE STOCKHOLDERS INFORMED AS TO EVENTS.
    office closed in new jersey
    hiring
    shipping in general terms
    plans for the future
    other uses and steps taken
    new sizes
    the list goes on
    yet, they play ...nothing is released...
    so we spend sweat and tears in the work place to buy a stock that does need seem to want us stock holders.
    at some point this stock will go so low in price it will get silly
    Apr 25, 2015. 09:09 AM | 7 Likes Like |Link to Comment
  • MannKind Corporation: A Good Risk/Reward Play For The Long Haul [View article]
    you take a simple game of buying and selling stocks and pretend its rocket science.
    there are only a few problems with mankind stock that prevent it from going up in price.
    first ...management is poor in execution of moving on to additional uses of their process. they should have been moving to get more and new partners for additional uses.
    sanofi is the real key and they have not done their share of the lifting.
    I have been in this field for a long time and its inpossible to introduce a multi million dollar product with out spending money.
    sanofi is sitting on their leadership and not executing a plan to move product.
    excuses from posters , about a secret plan, or how smart they are to wait, or they need research, or need to know their customers, the list is unbelievable as an excuse for nonsense.
    there is no excuse for not spending the money allocated for this advertising.
    every dollar spent is multiplied into sales and results.
    there is no shortage of product, or a plant, or even pencil pushers.
    its pure you all know what, that they do not move into the game of salesmanship..
    sales with afrezza are easy. I do not believe any of this nonsense of stories about doctors, about labeling, or even fear that the tooth fairy will not leave a present under the pillow for a lost tooth.
    the bull in the room is the 95 million shares short and they are ,for the most part short...period.
    this nonsense of a grand idea about how to play both sides is silly .
    you are short or long a stock. the rest is just for fooling the public when you talk about spreads, limit against the box, loaning out the shares, and the rest.
    only a bond sold against the stock works and those events are long gone.
    no one selling this stock at under five is making money , unless you find a rare owner from ten years ago, or such. not counting management who got options for cheap prices, of course<G>.
    so, I remain long , I believe when the games are finished , this stock will rise in price and not a day sooner.
    this stock will be double its current price with one event of many that could trigger the move .
    when? when the powers that be decide its time
    Apr 24, 2015. 10:50 PM | 12 Likes Like |Link to Comment
  • Marketocracy Top 20 Manager, Nate Pile, Invested In MannKind And Afrezza [View article]
    thinking in terms of what really makes, or creates , price direction to the upside, one must be aware of what the specific stock conditions are in existence.
    mankind as is written by our good friend, Robert, is a great stock to own.
    the problem is the stock price which is powered by several events all playing at the same time in real life terms.
    management owning the major stock outstanding , in this case, has no incentive to influence the stock price,
    the only true power player is al , and he does not care to act or react for short term price swings , he is letting market forces correct all swings.
    the stock has 96 million more buyers of stock shares than sellers. the market has absorbed this tremendous buying of stock, and yet, one could say, it should have reacted to a much higher stock price.
    that did not happen>?
    easy, shorters stepped in, for what ever reason you pick , and decided, this stock is going very low in price.
    the retail public are not a factor in this game of stocks. it is only a handful of players.
    who are these players?
    well, take out al and management for 40 percent. they have their money safe In their pockets and collect salaries . even al has most if not all his cash back over the past few years.
    institutions and funds? yes indeed, as they are the true owners with time on their side. about 200 of them now, about up to 5000 overall in the market of various sizes .
    the remaining power player are the market makers. about 20 of them and, about six or so maintain a steady market of collecting a profit on every trade.
    now these market makers can always step back and refuse to make a market in a stock as this is not the new York exchange,
    however, since they are all in the game together, they have the power to force a stock up or down anytime they see "blood in the street".
    what am I saying? if shorts were to raid the stock down they would take all shares offered, regardless of size, knowing full well, they can sell at higher prices in later days following.
    there is allways a limit of shares to sell, even if shorted , based on shorting to deliever shares, or all at once.
    now, the over the counter also has rules like stock can only rise or fall a certain percent in five minutes or stock trading is suspended.
    imbalances also trigger delays ,up or down , till an orderly market is established.
    so what we have now is a situation of how or what event makes this stock go up in price?
    sellers are not selling at a profit.
    buyers are few and fewer as they see not a bottom , not any type support.
    charts are useless as they really only show the past , not the future.
    averages are meaningless with no support to support the thinking.
    the key has been and remains mankind and sanofi and their rationale in caring as to the stock price.
    sanofi cares not, why should they? it does not affect their plans.
    mankind ? I think not, they are in power and will vote themselves back for another year.
    who really cares about this stock price?
    only two of three players
    the market maker only wants to play , give me my cut of trading
    that leaves the funds who are the general market and have the ability to wait out the game ....and us little players, the investors with sweat and blood equity in the game of wall street.
    so fret not as time is on our side. this drama must play out as with a failure of management and an impossible number of shorts, the curtain will rise and fall as in every drama.
    can shorters really short at this five dollar range and make a profit?
    I think not, so will stock owners sell with out reason, other than lower stock prices> ?? I think not,,
    we have really reached the ending saga of this game as an event, will trigger
    a direction from this point.
    Apr 23, 2015. 08:44 AM | 19 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    its so easy to spread fear and to say sell, to individuals who have placed their investment funds into a stock with much promise, and no direct results emege.
    mankind is run by those who control the board. they have this power, as do those in all companies, based on stock ownership.
    for the most part the public companies are run by professionals and have to produce or are replaced.
    in our case with mankind, the only player, who controls the stock, is not interested in our situations.
    in fact, he cares not for the institutions or funds that invest in mankind.
    since it is legal, and proper for his leadership to decide the companies fate, we are here as watchers, nothing more.
    those who buy may sell and move on. those who wish, such as myself will hold this stock till the game changes in to my favor.
    I believe this is a sound investment, I believe in sanofi, and I wonder about mankind management to stabilize this stock price.
    there is no excuse for the stock price.
    Apr 18, 2015. 08:21 AM | 8 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    mankind executives are very smart in science , but, failed marketing courses.
    that is normal for those who are intelligent, but lack sweet talk to the public to explain simple thinking.
    what they have is 150 million in up front money that is not generated by sales but by agreement.
    this money in some instances, limited, to protect sanofi for a limited period of time. those instances will not occur and disappear as mankind ships certain quantities of product .
    so by accounting standards it appears on a company corporate balance sheet as cash.
    it also shows up as a possible loss , or as an obligation in addition.
    just like the august bond is showing up as current debt
    once mannkind receives money for shipping product with boiler room standards,
    the money goes to cash and the liability disappears.
    the same on all the 950 million total they will get over time.
    then money spent on the partnership will be a loss ill it becomes profitable.
    but it is all not important.
    stop looking at the financial sheet unless it is something that affects the stock price.
    Charlie schwab now sends out a letter offering to pay you to lend this stock, now that means something. like their is a demand for shorting stock.
    also, they lay out the rules for the dealing.
    it seems if you lend for shorting you do not get to vote as you now do not own the shares...Charlie is the one on the hook for repayment.
    lots of other goodies revealed also.
    back to the stock,
    notice the small under three million shares traded? in fact about two million is more accurate??
    yes they have dug a deep hole shorting and if we get good news , the shorts may have a problem coming up with assets and cash to cover the short.
    it is not government guaranteed protected money, it is only covered by the shorter and the house that shorted to be willing to be the loser of unlimited lose.
    sounds like those who bought million dollar mortgages with hot air behind them that collapsed.
    300 million shares issued and 500 million owned by the public,
    a house of cards and I do not even get to pick the stars who play leading roles.
    I predict a story, a television star, a someone, will spill the beans and the public will smell blood in the streets of wall street and broad street.
    some group will say, lots to made with a panic back buy.
    I will know by looking at the buying of out of the money calls.
    I remember when a 30 dollar stock never changed in price, and one day someone bought for twenty five cents . long tem options at fifty bucks..an inpossible goal.
    so the take over was for 79 bucks and ended up at 90 dollars a share. those were the days of what movies are made of
    Apr 15, 2015. 08:26 AM | 6 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    I read all the material for the stock meeting
    after the boiler plate it seems no changes can be made to direction and, or, leadership.
    so we are back to three battles:
    last two weeks we had buyers of more than five million shares than sellers.
    that's about 25 million dollars of voting with your money
    we will, and do have the opportunity to shame management into doing what is really the right thing to do
    we have awareness in the street of being in the top ten of shorted stock.
    sanofi will also have to move forward and share responsibility for marketing in a responsible manner..
    I really believe we have reached the tipping point of the last straw that broke the camels back.
    I say, there are no more shares to short unless its a crooked deck.
    the next reporting period will be more shorted trading.
    we are now about from 95 moved up to about 98 million shares.
    100?? 102 ?? 105 ??
    as they short buyers have been stepping up to the plate and buying shares.
    next group that announces they own the magic five per cent and we are looking at an interesting situation
    can a 75 year old professional tell a news caster on t.v. that he would like to hit a hole in one??
    partner with his son and have his grandson be the caddy?
    then actually do it?
    can mindkind actually advertise and move product?
    Apr 13, 2015. 08:36 AM | 2 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    point number two is most interesting!!!
    if you have a brokerage house lending out shares, remember, all margin accounts give the house this right..or, you own shares and get paid to lend your shares..
    then, you cannot demand your shares right back ..I think..maybe you can.
    if so, the house borrows someone elses shares to suppy the short.
    so, if some one with a million or more shares to short wanted their shares back, fast, then we have an interesting game.
    last thought..
    I find that with 1200 sales reps selling or communicating, perhaps is a better explanation, to doctors each day, every day, week over week...
    we have to have more results. having been in the field selling to this class and industry I do not believe the reporting of sales.
    bayer non aspirin had better results than we are showing for afrezza.
    measurin did better in sales to date in comparison.
    we do not know how many samples were given out nor how long they last to the user. I assume the patients qualified for using the product. I do know it was to the point that they used them all up and needed more.
    so we produce product, we do not advertise. we watch twitter and face book, we wait til the cows come home or else the "fat lady sings".
    back to shorting
    they shorted five million more shares in last two weeks .
    I like the reasoning that we really have more buying than selling , yet, we do not rise in stock price.
    so, who provided these 95 million shares?
    I know, take out warrants and take out convertible bonds
    the game is and has to be that we are facing a true sanofi walking away from mankind, which I do not believe, or, sanofi will walk the walk as well as talk the talk.
    they will provide the leadership to start advertising this product.
    forget all the nonsense of hurt feelings and wise doctors and other silly ness
    advertising creates the market and gets the users and doctors aware and involved.
    the time is fast approaching when some one wakes up and says fish or cut the line.
    I have never heard of a national introduction of a potential billion dollar product where no one in the company, no one on television, nor any place else has a conversation about afrezza, other than on message boards.
    how long can they control the message?
    Apr 11, 2015. 01:49 PM | 4 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    Saturday morning and we have the weekend to think:
    my question to George, kevin, Robert, and johnny is":

    management has , say 40 percent of the shares.
    if they loan out, or their broker does, shares in the name of the stockholder of record, a new stock holder or record is generated.
    does anyone have the responsibility to report change of ownership of these shares? if so, then we would see that our management sold or do not own the shares they report as of a given date, specific?
    same is true for public institutions?
    can I buy five percent of mankind shares, loan them out to be bought by someone else, then, vote the shares I loaned out and are now owned by someone else to maintain control of voting rights.
    if so, I will buy, loan out or just sell them five minutes later, claim I owned, but, sold, and want to say I get to claim ownership..sounds strange to me even as I write this note.
    my point being, how can management own 40 %
    institutions 25%
    shorts claim 24%
    that leaves only about 12 stockholders as the public?
    well, a few more in public hands..
    do not tell me they buy on Monday and sell on Wednesday and claim shares before they settle .
    any other strange ideas as to how we get to 95 million shares short as I want these ideas for my novel
    Apr 11, 2015. 09:18 AM | 2 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    added five million shares short in last two weeks reporting
    great
    I want to see 100 million shares short so it will look good when I write my novel. the perils of Pauline !!
    just think in two weeks 5 times 5 is about 25 to 126 million dollars of buying offset by shorties
    what a novel
    I say, we go for 200 million shares short.
    then we will have participated in I have no idea
    Apr 10, 2015. 06:56 PM | 2 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    Friday morning about 8 a.m.
    no crystal ball..just observations from a tape watcher.
    I thought we would hit 535 yesterday, so we hit 530 off by five cents
    lots of shorting Thursday, but, buyers stepped up in afternoon indicating a lot of interest in scripts on Friday
    I expect nice numbers because we have an entire nation of possible docs writing with those taking the product telling others.
    add in a few more sales pitches to the docs, work of mouth and it adds up.
    Friday we should see a move up of about ten cents or so at end of day.
    not a lot of call options to change game
    not a lot of news or even any other than scripts
    one shout by sanofi or mankind could make a big move for the stock
    shares are drying up,
    Apr 10, 2015. 08:06 AM | 5 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    on Wednesday, shorts took control in the morning and, the buyers stepped in after that period of time. look at the zigs and zags and you see constant selling, and constant taking of the shares.
    by the fternoon buyers had control.
    Thursday is getting interesting. since its about 815 a.m. I am speaking before the market opens.
    so, we will move up to about the 535 this morning, say by, 11 a.m.
    no shorting will take place til they wear out the buyers. once trading slows, they will sell into the market.
    they use 15000 share blocs almost all the time. usually in series of three moves or trades.
    sanofi is out selling their newest product, this is good for us as the doctor is exposed to afrezza, even by error<G>
    when they present they always go over what they have in the sales bag.
    they only have two items to sell, the rest? doctor is not interested and walks out of the room.
    Apr 9, 2015. 08:19 AM | 5 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    Robert,
    two observations per your question.
    at five bucks what you saw Monday was a buyer of 500000 shares in one buy , came from the market maker who had too many shares.
    the buyer then proceeded to sell the 500,000 shares into the open market in about an hour in 15 up to fifty thousand share blocs.
    the short lost about four cents on each share but accomplished driving down the stock price.
    then, the buyers stepped in and we ended down about two cents or up two cents depending on your outlook.
    these are the few remaining days or weeks left to shorts. Friday new short list is out after market closes.
    shorts will buy back in at five area , but, they have to be carefull to not let price get away from them. so they buy more and sell less to gain shares without disturbing price. its called timing.
    only a few million shares can be captured this way. yes if we see seven, shorts can short again. but, I would hate to go against the tide once it starts moving.
    just remember, they are producing inventory , have a sales force, have consumers open to buy, and a light bulb will light up and lo and behold, a sale is made and sanofi says "forward" .
    Apr 8, 2015. 08:37 AM | 6 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    Robert,
    we are now at Tuesday morning and our stock is about 5.10 a share.
    what happened is shorts do not need to short any more shares at this level, they cannot buy back, in addition.
    so, a fund comes along and sells into the market and the market makers took all the shares except for public buyers like us.
    we have at this level reached the low , as with out any news, no one wants to take a position of selling or buying.
    the logical direction is higher as fear is three time greater than greed, and we have no gear at five bucks.
    this stock at many houses is not marginable for any purposes and is bought at cash level.
    as the manufacturing continues, the product increases in the pipeline.
    it needs a home to create space for more product.
    so, we are now facing the ultimate challenge for sanofi !!
    since their sales force of very smart, educated , presenters are not closers in any sense of the word, they are faced with the challenge of marketing 101 taught to all freshmen and ladies.
    convince the public they need a product they do not allways recognize they need or want, in such a manner as to create sales.
    this is called creative advertising ,like in mad men television show.
    its is not if , it is when it starts.
    once we start then look at the stock price.
    doctors are not a problem as we in the field allways knew they were not smart as they are too intelligent. we knew they had to be sold,
    the problem is, the executives at sanofi are that they give too much respect to the doctors and think they are talking peer to peer.
    doctors are medically trained, they are smart in their field, but, they are not ones to change, look at new ideas, or create any waves
    this is not meant as a negative, but, like saying for sales do you want a seller, or a book worm
    do you sell steak or the sizzle?
    do you sell what is convenient , or afrezza with out a push to decide favorably??
    Apr 7, 2015. 08:19 AM | 2 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    hey Robert,
    I owe you a reply.
    the stock will move up due to one of several factors all playing out at the same time..
    selling the 90 million shares short created a down trend , over time, for the decline in stock price..
    that said, once you have created this massive shorting it unwinds with any positive news as there are few more shares left to borrow to short.
    you cannot have fail to deliever shares too often, or, even not deliever the shares .
    then too as you approach five areas there is major support from the houses and market makers.
    they all know as we should know, that five is massive strength area of buying.
    market makers them selves can and will buy all shares offered at that level.
    now to the game!!
    remember they can start advertising when ever sanofi wants to start.
    new president just started and he will say ."start".
    once it starts the game is over for the shorts.
    they have only one hope.
    it must be some massive negative that saves the day for them
    in my opinion, just for conversation, it does not exist.
    in fact if al left the company, the stock would rise in direct proportion to the idea of a new management stepping in.
    advertising even on a limited area would jump start this stock.
    why do other insulin companies advertise/ reinforcement of patient commitment/
    why advertise? doctor sees ads
    I believe afrezza is so novel it will over night takeoff and never look back with the start of advertising.
    so we wait and wonder for sanofi to get their act together. its not the size of the pack or new machinery or over seas ..
    nope. its the fact that no one will make a management decision till the new manager says "go"
    having been there and seen it all, its really so simple. all executives hate to make any decisions.
    now if some else takes responsibility, that's different.
    corner office?
    window views/
    private secretary?
    reporting staff?
    shined shoes?
    right university?
    remember, we cannot expect social media to play that big a role .
    they have to and they will get their act together and get into the insulin game for afrezza/
    controlled launch? it was meant to equalize out production, marketing, advertising, shipping, warehousing, etc. into a complete force to provide afrezza to the market.
    there is no reason for further delay and no excuses.
    Apr 3, 2015. 05:11 PM | 6 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    we need kevin for being a referee!!
    I read it as they were given the 9 million shares as part of the deal to use for shorting purposes and were to return the 9 million shares at a later date which is 45 days past august
    the 100 million convertible bonds at 6.80 conversion price is a separate deal done at the same time.
    the confusion is you are linking the bans borrowing shares with the bond deal itself.
    both are tied together so bank used the loan to get some "gravey" out of the deal.
    the buyer of the bonds kept or sold short or just resold the bonds,
    the company in their statements back in December said they would possibly renegotiate the bonds
    they also said they would just put the 9 million shares from the bank back in treasury.
    so what happened is the brokerage house took the bond offering and took the shares
    they sold the bonds
    they shorted the stock
    now we do not know the true price they got for selling short the stock
    we do not know who now owns the bonds
    does not make any difference
    we still have 100 million in debt against either mankind pays in cash or redeems for stock
    and, we still have 9 million shares being returned to mankind at no cost to anyone.
    kevin, help us out if I am not being clear.
    Apr 3, 2015. 01:45 PM | 4 Likes Like |Link to Comment
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