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Herbalife Ltd. Message Board

broad_and_south 22 posts  |  Last Activity: Jan 21, 2015 8:16 PM Member since: Oct 18, 2007
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  • Reply to

    WAY, WAY, WAY overdone here

    by johnlaw0077 Jan 21, 2015 7:41 PM
    broad_and_south broad_and_south Jan 21, 2015 8:16 PM Flag

    On an earnings miss, the market maker is flooded with sell orders. To gain some control, a technical price is targeted. This is what happened tonight as we're at a massive bottom for which there is much support. To say that we blew through other (higher) technical support levels is true. I think we will stay at this level for some time as everyone seems to salute it.

    In tech land, a miss means the woodshed.

  • broad_and_south by broad_and_south Jan 21, 2015 7:32 PM Flag

    We know that Afrezza inventory has been built up. We know that some reps are being trained this week in Vegas. Afrezza has been found on some drug formularies. This looks like a launch and smells like a launch. Why no announcements from either Sanofi or Mannkind?

  • broad_and_south by broad_and_south Jan 21, 2015 4:11 PM Flag

    Deja vu all over again.

    Four years ago, FFIV missed in Q4 2010 and the stock dumped AH as it is doing now. The stocked stayed in purgatory until last year. Now it is back in the hot seat.

  • broad_and_south by broad_and_south Jan 21, 2015 8:57 AM Flag

    NFLX posted good numbers last night and the stock is rocketing in pre market. I can't believe that unhedged shorts are scrambling to cover. But am I wrong. Do we go higher or is it a pop and drop?

  • broad_and_south broad_and_south Jan 18, 2015 10:03 AM Flag

    Diabetes is a broken feedback control loop. When Sam exercises, the muscles tell the liver to produce more sugar as it is needed for energy. This results in an uptick in blood sugar. But insulin is needed to "usher" the large glucose molecule into the cells where it is needed. Inadequate insulin results in blood sugar remaining in the blood stream. A non-diabetic would produce insulin in proportion to the sugar it is producing so the cells have access to the energy source.

    Since Afrezza is quick acting, Sam could take a puff and be ready to exercise. Doing this with Novolog has a risk of hypo as the insulin remains in the blood for a long time.

    The quick-on and quick-off feature of Afrezza is not captured in either of the P3 clinical trials. There they relied on HbA1c as a measure of sugar control. The Sam Fintas of the world will figure this all out and find out that Afrezza changes their lives in a positive way.

    Notwithstanding the above, I think it will be T2s that will drive the early adopter market. Many docs have T2s that should be on insulin but fear the needle. Afrezza get the monkey off their backs. There should be quite a few of these in the US.

  • broad_and_south broad_and_south Jan 9, 2015 4:43 PM Flag

    The P3 data MNKD presented to the FDA was not perfect. Although Afrezza met the primary endpoints for T1 and T2, it did not control HbA1c as well as current basal bolus therapy. The market correctly interpreted the AdCom as a way for the panel to do the dirty work of the FDA - reject Afrezza. At the AdCom, the FDA went after MNKD hammer and tong. But the public speakers were foresquare behind Afrezza. The turning point came later that afternoon when the diabetic member of the panel said: "its not all about HbA1c." Other panel members also saw the need for needle resistant patients. So on an so forth.

    The FDA team was clearly shocked by the outcome. They just didn't get it.

  • broad_and_south broad_and_south Dec 20, 2014 10:00 PM Flag

    LOL! You never studied chemistry.

  • broad_and_south broad_and_south Dec 19, 2014 8:37 PM Flag

    Ethanol is a polar solvent. Look at the -OH function

  • Reply to

    MS just reduced 2015 EPS

    by selloffin321 Nov 19, 2014 7:37 AM
    broad_and_south broad_and_south Nov 19, 2014 7:58 AM Flag

    I find it amusing that Jonas's analysis is based on a 15 year model and an estimate of WACC. It's like predicting how tall your newborn will be at age 15.

  • Reply to

    Lessons from DNDN

    by broad_and_south Nov 10, 2014 7:36 AM
    broad_and_south broad_and_south Nov 10, 2014 2:13 PM Flag

    The story need not be complex. With any new product, there is risk that the buying public will not cooperate. Although the products are not similar, the moniker of "blockbuster" has been affixed to Afrezza as it was to Provenge.

    Investors will not know for sure until the August 2015 MNKD ER. By then we will have real numbers to evaluate. 2015 Q1 will have a lot of free samples.

    Do you remember the 2008 NFL draft? Two blockbuster quarterbacks headed the round 1 picks. No 1 turned into a hall of fame QB: Peyton Manning. No 2. turned into a horrendous dud: Ryan Leaf. Some said Leaf had more potential. Will Afrezza be the next Lipitor; or will it be Provenge?

  • Reply to

    Lessons from DNDN

    by broad_and_south Nov 10, 2014 7:36 AM
    broad_and_south broad_and_south Nov 10, 2014 11:52 AM Flag

    It is easy to point out the various differences in details between DNDN and MNKD. The lesson to learn that everyone seems to miss is that MNKD's success is dependent on the market's response to Afrezza. On paper and in the hearts of all diabetic/investors Afrezza is a clear winner. But so was Provenge in 2011. My post was to cause longs to be reflective in thought. What I got was a pack of no-brained pumpers who consider anything negative as a hit on their champion stock.

  • Reply to

    Lessons from DNDN

    by broad_and_south Nov 10, 2014 7:36 AM
    broad_and_south broad_and_south Nov 10, 2014 9:29 AM Flag

    I am not a diabetic. At AdCom in April, I sat right in front of Sam Finta (Afrezzauser) as he spoke about his experience with Afrezza. His and other very convincing testimonies that day solidified my position on Afrezza. But we as investors must heed the warnings of the price drop after SNY of $4.00 ps. The DNDN story is of a sure winner that went south.

  • Reply to

    Lessons from DNDN

    by broad_and_south Nov 10, 2014 7:36 AM
    broad_and_south broad_and_south Nov 10, 2014 9:08 AM Flag

    I am fascinated by how YMB collects investors who need constant assurance in their investment choice. Anything to the contrary receives a kneejerk rebuff. It’s almost like observing sports fans and their extreme loyalty to their team. Investing takes a lot of research and judgment. Information from many sources plus or minus is valuable to the investor. But it seems that YMB also is a platform for dumbo posters who will say anything to get the long’s goat.

    You do not know that I am very long on MNKD and am prepared to accept the verdict of the market next year. I believe I am right. But the DNDN story gives one pause. My purpose in posting was to reach out to cognitive longs with a cautionary tale. Unfortunately for me, I encountered brainless sports fans as described above.

  • Reply to

    Lessons from DNDN

    by broad_and_south Nov 10, 2014 7:36 AM
    broad_and_south broad_and_south Nov 10, 2014 8:40 AM Flag

    DNDN's problem right out of the gate was that docs did not want to front the money for Provenge. Understandable since private practice docs are not banks. This could have been solved with a deep pocket Pharma connection. The money issue died down to a small problem. The killer were the competing oral therapies from J&J and Medivation. As DNDN crashed in the last 3 years, many companies had the chance to buy DNDN but declined.

    Although DNDN is a financial bust, it receives a lot of credit from the scientific community for its pioneering work. Going forward, their next cell therapy product will not require three apheresis/transfusion sessions. They learned from their mistakes.

  • Reply to

    Lessons from DNDN

    by broad_and_south Nov 10, 2014 7:36 AM
    broad_and_south broad_and_south Nov 10, 2014 8:00 AM Flag

    Given what happened with Pfizer, investors will not know if diabetics will buy Afrezza in volume until they actually do. Everyone thought Provenge was to be a blockbuster. It was only through the rigor of selling that this was proven to be not true.

  • broad_and_south by broad_and_south Nov 10, 2014 7:36 AM Flag

    What started off as a promising biopharma has now ended in Chapter 11. DNDN filed for BK protection in a prepackaged deal that will wipe out or severely dilute the longs. Why did this happen: DNDN's complex process could not compete with a pill. MNKD must also pass the test of fire before its stock can rise. It is saddled by the history of Exubera. I know, they are completely different. Afrezza users must stay on the product for MNKD to be a success. The repeat buy is what the market is looking for. If this happens, big brother Sanofi will have the brawn to produce and market Afrezza worldwide. If strange things crop up as it did with DNDN, then MNKD's rise may not be smooth.

  • Reply to

    So much noise

    by broad_and_south Nov 9, 2014 7:33 AM
    broad_and_south broad_and_south Nov 9, 2014 6:19 PM Flag

    You are correct. Research people are not business oriented. They will always conclude a research report with a call for further studies. It's a way to seek more funding.

  • Reply to

    tax loss question (US)

    by wulfmanpaul Nov 9, 2014 12:05 PM
    broad_and_south broad_and_south Nov 9, 2014 2:54 PM Flag

    It's a wash sale which prohibits you from buying ICPT 30 days before or after your wash sale date. I know what you want to do. For a few dollars you can buy calls to allow you to buy ICPT in 30 days at a price higher than today. This way, you will benefit if ICPT recovers in price. Dealing in two different instruments (stock and option) does not run you afoul of the wash sale rules. Make sure the option expires beyond 30 days.

  • Reply to

    So much noise

    by broad_and_south Nov 9, 2014 7:33 AM
    broad_and_south broad_and_south Nov 9, 2014 8:56 AM Flag

    The Lancet article and itchiness are not noise. The rest of the stuff is.

  • broad_and_south by broad_and_south Nov 9, 2014 7:33 AM Flag

    Two items stand out from last week's announcements:

    The issue if itchiness in NASH surfaced for the first time. Itchiness was also seen in PBC. In neither study did pruritus affect the final outcome. ICPT chose not to disclose pruritus to investors in previous communications as they thought is was a non-issue. If this decision was wrong, the shylock lawyers would have glommed onto this for a quick class action lawsuit. The did it to GALT a few months back but the facts there were more black and white. I have not seen any law firm announcements so it seems itchiness passes the shylock test.

    Publication in Lancet is good. But the editors injected their own opinion on safety and need for more studies. The editorial did the most damage as it highlights a potential roadblock to FDA approval. We can only hope that the FDA approves a P3 study that does not take years to complete.

    The accounting loss, articles by Forbes and Bloomberg are just noise.

    Everyone should listen to the Analyst conference on Monday broadcast from the Boston convention.

HLF
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