I couldn't agree more! As a builder, there are so many factors that go into a home price, there is no way on God's green earth any 1 site can accurately price every home in America without doing a personal inspection. Even when you use comps, that is rarely accurate ! How in the world did this joke of a company ever get valued this high? A value of 3B????? Doubt it is worth a tenth of that.
Sentiment: Strong Sell
For the life of me, who is buying this today? CEO sells 500,000 shares and the price goes up? Guess some people can't see the forest for the trees!
If that is true (with Adam who knows) not too shabby. Where I live all Doctors (at least mine) were off obviously Thurs. and also Friday. I would bet that most took at least a half day on Wed, if not the whole day!
Thanks Fish! The funny thing is I believe in the company, it is my biggest holding, and I think the science is amazing. I like everything about the company and express 1 concern, and people jump on me. I really don't care all that much, but that is the 1 question of concern i have.
A concern does not make someone sleepless, idiotic, or childish! It makes them open minded to a premise that shorts bring up, that nobody has ever been able to answer.
For those of you that were open minded to respond intelligently, Thank you! For those who can only answer by insults, you are no better than the misleading posters on this board. JMHO! I will now let this go! lol
Thank you Pharma. I guess you ask a legit. question and you are an unsupervised idiot. Look at how much $ Al Mann has in Mankind! Also, I never said the 2 co founders haven't done a good job. I really don't know why i waste my time trying to get insight on a YMB!
I said ONLY LEGIT CONCERN! If that makes me an idiot than that is cool. I'll have my wife spoon feed me dinner tonight.
I do see an arguement to be made for the pitiful insider ownership. Why is it so low! I think it is my 1 only legit. concern. Scripts will take a drop in December, but really think January we start running! Who diets right before Christmas. Don't mean to be writing FUD, but can someone explain why ?
You have company! I agree 100% with what you are saying, for what that is worth. Especially, a small cap bio. Very strange
Good question. We are still 4 1/2 months out, but seems strange to be so range bound for so long! Any thoughts? TIA
I think I have figured out that is the part I of the puzzle I was missing. Agree with everything you say. It's my mistrust of the FDA.
Sports, you may be on to something. My biggest concern and apparently any suiters has to be trust in the FDA. After what they pulled on AMRN, I just don't trust them. I am longer in this than I usually will go on a bio, myself. I know this should be a no brainer for approval, but I just can't get that feeling for it being in the bag! Obviously, I do think it will be approved or I wouldn't be in it! And I think if approved it could become the biggest selling drug ever. If approved, you won't be able to pry any shares from me for years! This will be my early retirement+ ! :)
If a BP was taking this for approval, I would agree its in the bag.
Thanks for your thoughts!
The PPS rose 11.5 % last week. At that rate we double evey 6 weeks. I really think the tide is turned. I wish all mt stock picks could do that in a year!
I don't see script numbers going up significantly until January. With the Holidays so close, I wouldn't want to start a diet until they are over. Even thin people seem to gain weight between parties, rich foods, more alcolol, etc. January will be the month IMHO. A friend of mine owns a gym and he told me there isn't a month close to January for new memberships.
December would be a great minth for heavy advertising though.
Agreed! But people too often react to the initial #. Since when has common sense been used with ARNA? And the "Maggots" (LOL) have been messing with the PPS for years. Short of a catayst, what is going to stop them now. We have been slowly increasing lately so maybe the tide is turning. I know you do valuations and if I remember correctly you have us at a much higher price right now.
We pulled our application from the EU, Switzerland seems to be struggling with an approval, and the other countries we have applied to are pretty much in the beginning or middle stages.
Would Easai invest in these other countries without a positive feeling? I doubt it, but they got pretty good terms so maybe they are taking a caculated gamble.
Finally , I think Belphen could rocket this stock, but I don't know when that will happen. I think the "IF" is a pretty sure thing. All JMHO.
We needed a doctor today and other than a couple Urgent Cares and the ER's no doctors were working today in our neck of the woods (Central Carolina). Will basically make this a half week, because many closed up early on Wed.too.
Seriously the biggest thing we need is an approval from another country, and I don't see one on the near Horizon. I bet we get approval for BelPhen 1st in the USA, which may be a bigger catalyst any ways
Kevin, not sure whyy you got 7 thumbs down as you are exactly right. Thereis something about the company that seems not quite right, although I stay long in both shares and options. There seems to be great evidence of a potential blockbuster, but as I wrote earlier, there is something not completeing the puzzle. I believe in the product, and if approved could be a lot of $ to be made. But for some reason I still find this to be very speculative. I really get the feeling there is something management isn't saying that is a major concern, but the potential is so great
Although Imust admit I read all your posts that I see, and you do bring some great discusion to the board. But seiously, you seem absolutely obsessed with MNKD! Do you sleep, have a job, any hobbies, drink? Seriously, where do you find the time for all the posts and DD, and maybe more importantly, why do you find the time?
Go out, have a nice dinner, a bottle of wine, and give yourself a rest. None of these posts are going to answer the 2 big questions---- Parntership / Buyout and FDA approval .I don't know you from Adam, but give yourself a break. You will be crazy by April!
Ok, you still own 70,000 shares, so you must believe they will get approved. No idea what you have in options, but what do you think the PPS will be if approved in April? Unless you went haywire on options which we all know are highly risky, you will make a killing.
I kind of forget the whole story on the superiority thing, so if someone could briefly rehash it, I and probably some newbies would greatly appreciate it. TIA
Finally, So many people (or at least from my perception, think approval and partnership are in the bag. I think its highly probable, but we aren't stuck at $5.00 for no reason. I am long, but consider it a bit risky. There is somethig missing from the puzzle, but I can't figure out what, so I remain long. All JMHO
In one part he says $ shouldn't be a problem, but then in another he states we only have enough to get through the 1st quarter????? I am long and believe with all the applications, this could become a BP. However, I think the lack of $ is what is keeping the PPS so range bound. Dont mean to be writing FUD, but that and the infamous FDA are concerns.
A partnership would take the pressure off, but I am sure Al is asking for the moon, and without FDA approval, I am not sure we will get one. If FDA approves, they will be knocking his door down! JMHO