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Animalspirit12

Animalspirit12
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  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    George good article. Agree with you OS , Robert and PA above, have read your note and think the longs have it right. The major obstacles of FDA approval and a partnership agreement are now eliminated. Those disappointed in the terms of the profit split need to read between the lines. Sanofi's share of the profits had to be greater than 50% because there will be a large and experienced marketing campaign for this drug. Anything less and they wouldn't have the incentive to market it. Mannkind agreed because they are primarily interested in manufacturing and developing the techno sphere technology further. The partnership agreement is in the interest of the company, shareholders and diabetes patients. So this agreement is a win-win. Momentum investors selling today were just hoping for a quick buck. I also think some hard core shorts will pile on but now the clock is ticking until sales begin. It is only a matter of time.
    One last point, Al Mann is a master and should not be underestimated. He has no interest in a quick profit. This is a reflection of his age and wisdom. However, I think he gave us a tell during the CC yesterday. With regards to Sanofi gaining the rights to Mannkind's process, I think it refers to the techno sphere process and that Sanofi intends to apply it to Lantus given the approaching patent expiration. Yes this i know it is just speculation but the potential is there and it is massive. The drop in price is an opportunity. Long Mannkind.
    Aug 12 01:49 PM | 4 Likes Like |Link to Comment
  • Apple's CDN Now Live: Has Paid Deals With ISPs, Massive Capacity In Place [View article]
    Content Delivery Network Tucson
    One more step toward integration and massive economies of scale
    If only they could get some control over the last mile....
    Jul 31 06:53 PM | 2 Likes Like |Link to Comment
  • MannKind: Do Insider Sales Transactions Indicate This Is A Fool's Rally? [View article]
    The author could repeat this same critique (and probably will) after Afreeza is approved and the share price increases. Net insider trades are meaningless in isolation. Look at how many shares they continue to hold.
    Jun 12 10:55 AM | 2 Likes Like |Link to Comment
  • Is A Giant Leap For MannKind Possible? [View article]
    Food for thought:

    http://tinyurl.com/mjx...
    Jun 10 10:28 PM | Likes Like |Link to Comment
  • Is A Giant Leap For MannKind Possible? [View article]
    The complications of obesity are from the being hypertensive and diabetic. Most type two diabetics have very poor glucose control Despite being or oral hypoglycemic medications but do not start insulin because of the need to take injections and measure blood glucose. Afreeza offers the potential to control post prandial blood sugar without using injected insulin, thereby achieving better glucose control and reducing the complications of diabetes.

    My point in the above post is that if Qysmia and Belviq or other weight loss treatments were effective more people would be on them and would not be obese and diabetic in the first place.
    Jun 10 09:02 PM | 1 Like Like |Link to Comment
  • Is A Giant Leap For MannKind Possible? [View article]
    It's a bet, nothing more nothing less. In fact the short position has not declined, it has increased in terms of the total float although the days to cover has increased with the increased with the average daily volume. Most likely, hedge funds betting on either FDA failure to approve or failure to bring an approved product to market successfully market are trying to make a quick profit based price fluctuations. Being short in this market is one of the major reasons most hedge funds have failed to perform as well as the broader indexes. Just ask Bill Ackman. If they have been smart they will have hedged their short positions with options the same way the author is advising for those with long positions. Time will tell and we will see who is skinny dipping when the ride goes out.
    Jun 10 08:51 PM | Likes Like |Link to Comment
  • Is A Giant Leap For MannKind Possible? [View article]
    True, the basic thesis of the article is that MNKD has significant risks along with its potential as an investment. Options offer a way to reduce that risk. The author makes a valid point which does not undermine the position of those tasking a long position. I think he is making a useful suggestion in this article and will probably add options to the account n which I hold MNKD.
    Jun 10 08:38 PM | 2 Likes Like |Link to Comment
  • Is A Giant Leap For MannKind Possible? [View article]
    Precisely, the failures of Qysmia and Belviq show how much more difficult it is to control diabetes through diet and or exercise. Controlling weight is much, much, much more difficult than controlling the consequences of obesity, type II DM. Insulin is a necessity and comparisons to Belviq and Qysmia are not valid.
    Jun 10 08:31 PM | 1 Like Like |Link to Comment
  • Suncor upgraded to Buy at Stifel, but shares stagnant [View news story]
    Why CVE? Are there earnings expected to increase?
    Jun 10 06:17 PM | Likes Like |Link to Comment
  • MannKind's (MNKD) Management Presents at Jefferies Global Healthcare Conference (Transcript) [View article]
    Agree with you EJR. Marketing has been a problem for both Qysmia and Belviq, two other drugs with "blockbuster" potential that have failed to get any real traction for treatment of obesity. That said, diabetes is a huge market and the other side of the obesity problem. Mannkind will need a partner to make this work.
    Jun 3 08:55 AM | 1 Like Like |Link to Comment
  • Apple Worldwide Developer Conference: Here Are Good Things To Know [View article]
    If they announce software changes that suggest new functions and products it should not sell off. And if it does, then it's just another opportunity to accumulate more shares. Especially with the expected large screen iPhone heading into September.

    One thing I would point out about Apple is that they are always capable of something totally new and unexpected. While it is impossible to know what their next move will be because they are so secretive, the massive technological disruptions they have produced are still playing out even though Jobs is gone. When discussing the stock in these forums, I think it is unwise to discount the possibility of another totally new product.
    Jun 2 06:12 AM | Likes Like |Link to Comment
  • Is Warren Buffett A Secret Lover Of Dividends? [View article]
    Great Article Briar

    As a novice investor, it has not been easy to absorb how powerful the principle compounding becomes over the long term. Initially I was drawn toward stocks trading at cheap multiples ( and still am) but am now focusing on finding and the ones that are in great businesses and hanging on to them. The example of Berkshire Hathaway makes it crystal clear and your article is a pleasure to read. You should write more for SA.
    Mar 28 03:16 PM | 4 Likes Like |Link to Comment
  • Yes, Gilead Did It Again [View article]
    458258

    I am not familiar with the treatment algorithm in secondary markets. Could you further explain why Sofa/Riba vs Sofi/Ledi for GT1 patients in India and Russia is advantageous to GILD? Does it allow a second round of treatment for nonresponders?
    Aug 31 12:48 PM | Likes Like |Link to Comment
  • Apache's Egypt asset sale a "game-changer," Deutsche Bank says [View news story]
    I think deal is contingent on their continued involvement; technical as well as APA as experience in that region. I assume that's why APA a better price than expected.
    Aug 30 01:28 PM | Likes Like |Link to Comment
  • CBS-TWC fight has major implications for broadcaster stocks [View news story]
    Agree with Ron. TWC does too that's why they are playing hardball. They told their subscribers if you want to watch CBS sign up for Aerio. ESPN is the most expensive and I love their programs but why should subscribers have to pay for channels they don't even watch? Good NYT article here: http://bit.ly/16UoIFg
    This whole thing is going to shake out soon when customers start buying direct subscriptions with access to whatever they want to see wherever and whenever over the Internet with mobile access. None of the content providers want to go first because they don't want to take the risk. But when the mobile video ads take off, TV is going to change fast and forever. If anyone out on SA has thoughts about who is going to come out ahead, please respond.
    Aug 29 05:02 PM | Likes Like |Link to Comment
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