Seeking Alpha

allstar0088

allstar0088
Send Message
View as an RSS Feed
View allstar0088's Comments BY TICKER:
Latest  |  Highest rated
  • Mannkind: Flawed? No Competition? Overall Superior Drug? [View article]
    Again another rehash of the minutiae of the FDA documents. Of course, the author did not refer to any of the anecdotal evidence that early adopters of Afrezza are reporting on various blogs, web sites, and Twitter accounts. When you look at the incredible blood glucose control that some early adopters have reported (some have even posted pictures of their CGM showing linear control rather than roller-coaster peaks and valleys), you then understand how life-changing Afrezza is when used outside of a clincal setting.


    Yet this author is still reading the FDA documents. I haven't read any of these early adopters talking about DKA with their endocrinologists, nor most likely did their doctors mention it to their patients.
    Mar 9, 2015. 09:50 AM | 11 Likes Like |Link to Comment
  • Forget Biased Analysts, Diabetics Love MannKind's Afrezza [View article]
    @MCA

    Thank you author, your article echoes what I wrote in the news item regarding the GS downgrade:

    "The testimonies of early Afrezza adopters belies the "modest efficacy" proclaimed by some newsletter hacks. Go to afrezzauser's blog or tudiabetes.com or Afrezza Youtube videos and witness the incredible blood sugar control these users are achieving with daily use of Afezza. It is these kind of testimonials from real users, not investors, that have led the likes of Peter Lynch to reap huge investment profits in their career because they saw the product in action and recognized something special in the product's potential that you just can't get from staring at a DCF analysis or ignoring a planned slow launch that includes giving away free samples so that diabetics can test for themselves how well their body will react to inhaled insulin.

    As a long, I hate to see the stock go down, but at these levels I'm willing to invest more dry powder alongside Al Mann.

    Don't believe the hacks, go to the source ---early adopters of Afrezza---and see for yourself the life-changing benefits of this drug. Funny how these testimonials go underreported by the MSM."
    Mar 3, 2015. 10:39 AM | 19 Likes Like |Link to Comment
  • MannKind off 10% premarket on Goldman downgrade [View news story]
    The testimonies of early Afrezza adopters belies the "modest efficacy" proclaimed by some newsletter hacks. Go to afrezzauser's blog or tudiabetes.com or Afrezza Youtube videos and witness the incredible blood sugar control these users are achieving with daily use of Afezza. It is these kind of testimonials from real users, not investors, that have led the likes of Peter Lynch to reap huge investment profits in their career because they saw the product in action and recognized something special in the product's potential that you just can't get from staring at a DCF analysis or ignoring a planned slow launch that includes giving away free samples so that diabetics can test for themselves how well their body will react to inhaled insulin.


    As a long, I hate to see the stock go down, but at these levels I'm willing to invest more dry powder alongside Al Mann.


    Don't believe the hacks, go to the source ---early adopters of Afrezza---and see for yourself the life-changing benefits of this drug. Funny how these testimonials go underreported by the MSM.
    Mar 3, 2015. 10:11 AM | 4 Likes Like |Link to Comment
  • BlackBerry Classic to hit Verizon tomorrow [View news story]
    Looks AWESOME.

    http://read.bi/1LE5RjF
    Feb 25, 2015. 02:13 PM | 4 Likes Like |Link to Comment
  • MannKind: Another Year Of Disappointments? [View article]
    Seeking Alpha needs to do a better job of dissuading authors from rehashing their old articles as some sort of new piece.
    Feb 25, 2015. 09:02 AM | 18 Likes Like |Link to Comment
  • MannKind: Great Afrezza Word Of Mouth, But Prescriptions Won't Soar Right Away [View article]
    Not much to say other than institutional ownership is going in the right direction for MNKD longs.
    Feb 7, 2015. 10:22 AM | 1 Like Like |Link to Comment
  • Coming Out Of Hiding [View instapost]
    @rmn68

    http://1.usa.gov/1Kv3TBs
    Feb 5, 2015. 11:41 AM | Likes Like |Link to Comment
  • Coming Out Of Hiding [View instapost]
    @Sellinpanic

    Not a PTT subscriber. As I said in my earlier comment, I learned about GLUU from Mark's SA articles. It baffles the mind how much some people just want to bash Mr. Gomes. Yet none of his naysayers seem to contribute to the investing community with their own research, insights, and articles. They just criticize and nitpick and pass judgement after the fact. According to this sort of thinking, one of the richest men in the world is a moron. Warren Buffett is wasting his time with stock picking when he could just invest his billions in SPY for a 10% return. Of course, SPY will return 10% a year in perpetuity.

    Notice how these folks always tell you what you should have done last year. Thanks again for the advice. I'll just jump in to my time machine and place an order for ICPT.
    Feb 5, 2015. 06:32 AM | 4 Likes Like |Link to Comment
  • Coming Out Of Hiding [View instapost]
    I'll hold GLUU and you can hold SPY. Meet me here same time next year and we'll see who has the bigger gain.
    Feb 4, 2015. 10:15 PM | 3 Likes Like |Link to Comment
  • Coming Out Of Hiding [View instapost]
    I've been holding GLUU for a little over a year now with an entry point of 4.23 thanks to Mark's SA articles. The company's subsequent earnings and performance then spoke for themselves. Not only is the stock above my entry price now (based on AH price today), but I can continue to wait patiently for the price to catch up to its performance and be satisfied with paying 15% cap gains if and when it does reach my selling point. Boredom and patience does pay.
    Feb 4, 2015. 09:19 PM | 1 Like Like |Link to Comment
  • MannKind: Great Afrezza Word Of Mouth, But Prescriptions Won't Soar Right Away [View article]
    Wow. Afrezzauser is achieving great results. The device is so easy to use.
    Feb 4, 2015. 06:45 AM | 4 Likes Like |Link to Comment
  • BlackBerry's Technology Portfolio Keeps Growing [View article]
    @abigchocoholic

    Ever notice how Apple doesn't tell you how much they earn from selling OS upgrades? That's right, Apple earns zilch from such upgrades. Boy, Tim Cook must be stupid. Apple could have had a trillion-dollar market cap by now if it had chosen to generate revenue from OS upgrades. Apple shareholders must be apoplectic at the lost opportunity for revenue growth. Perhaps Tim Cook and Apple are bright enough to understand that increasing adoption rates and enhancing the "stickyness" of its products is more beneficial to the company than squeezing every penny it can get. Of course, Apple knows that a customer that stays with Apple is more likely to continue buying from Apple.

    QNX is like a portal. It invites companies who generally would never have had a reason to do business with Blackberry and explore the services that Blackberry offers. That's very hard for some people to understand who still think of Blackberry as only a smartphone company.

    QNX is like a ticket into an amusement park. You can get in for free but you have to pay for the rides.
    Jan 11, 2015. 11:12 AM | 14 Likes Like |Link to Comment
  • Ignore The Analysts, BlackBerry Is Looking Good [View article]
    $15 by mid-year sounds good to me.

    In since 10.
    Jan 8, 2015. 06:07 PM | 9 Likes Like |Link to Comment
  • MannKind earns milestone [View news story]
    Go MNKD.
    Jan 8, 2015. 10:01 AM | 6 Likes Like |Link to Comment
  • BlackBerry Q3'15 Review: Cryin' The Blues [View article]
    @RJ

    Trying to figure out what the market craves is a sucker's game. Steve Jobs bet his reputation on not giving a damn what the market "craves." Most of the mavericks who created anything worth a darn didn't care about what the market craves either. I'm a BBRY long not because I believe that Blackberry will catapult itself back to being a major player in the smartphone business, but on the possibility that it can become profitable (already achieved this past quarter) by being both a niche hardware vendor and a growing software business. Time will tell.
    Dec 26, 2014. 04:13 PM | Likes Like |Link to Comment
COMMENTS STATS
392 Comments
1,223 Likes