Many longs including myself initially misunderstand the value of dream boat. First off, Sanofi has the right and has excercized that right in the form of a feb 2015 patent filed in India to manufacture a different device not called "dreamboat" - also yesterday, there was some focus on Googles 2012 patent for a sensory inhalant device.
Either of these devices can and would be used for TS applications which is what Afrezza is.
Technosphere is often characterized by many longs as the bigger diamond - I had resisted this viewpoint for some time until recently.
This story is always dropping crumbs -but in essence this narrative continues to be at odds somewhat from the manner in which the stock is fundamentally over traded - there are "legitimatized" sub markets and super excessive option activity - this company cannot be effectively valued but until the mkt cap touches 5b I will continue buying as much as I can.
So, after four years you finally decided to join yahoo boards today and chime in? What many do not understand is that these numerous fictitious and lazy attempts to lower pps incentivize some to buy hand over fist - desperation =
Sentiment: Strong Buy
This is hilarious... You do know the inhaler is not what is being licenced nor valued. In fact SNY has already patented their own inhaler... ANY inhaler can use TS - TS is the ds not the inhaler - READ THE AGREEMENT.
They cut a bulk deal with State of Mass for Narcan - they are an american company with ties to mr mann - last year they aquired sny number 1 competitor insulin manufacturing which also happens to be the number 1 area sanofi is looking to expand b/c of favorable market cheap cost and overall margins - amph is an interesting x factor
Yes large short interest that has allot of skin in the game but the motivation to short is likely variable - the overriding motivation is important in this regard - you might consider those who have the ability to exchange their ownership for stock as suspect for they must get maximum return on mnkd's prior offerings or investments in the company.
Sentiment: Strong Buy
Good to be back. Time to start planting trees.