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Taiwan Semiconductor Manufacturing Company Limited Message Board

dontdropyourlunch 205 posts  |  Last Activity: 10 hours ago Member since: May 9, 2000
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  • Reply to

    question for afrezzauser

    by rambleon_12 Apr 7, 2014 2:42 PM
    dontdropyourlunch dontdropyourlunch 10 hours ago Flag

    seagate48, you can buy a DVD or watch the video of the entire MNKD AdCom by going to fdalive . You can guess the rest of the suffix for fdalive, but I have to write it this way for Yahoo not to delete the post. Their autodeleter software appears to have eaten my prior post to you when I used the word period between the term and the suffix.

  • Reply to

    jimbering

    by new21yroldinvestor 11 hours ago
    dontdropyourlunch dontdropyourlunch 11 hours ago Flag

    new21yroldinvestor, you did get the lying use, as in reclining, right. But mercy, are you aware the tenses in all your other sentences are totally incorrect? You need to hit the books on the use of adverbs too. In your college are you still able to take some remedial grammar course or courses? In your effort to teach people the correct use of to lie instead of to lay in the reclining sense, you have exposed your flank in other areas of grammar. You sound like someone who wants to learn, and you have some learning to do in English. My degrees have nothing to do with English, but I had a good grammar teacher in middle school. I don't normally rag on the often poorly written posts on Yahoo, but when someone wants to teach others, perhaps that person can learn something too. Maybe English is not your mother tongue, i.e., first language.

  • Reply to

    potential competition?

    by findingomega Apr 11, 2014 10:21 AM
    dontdropyourlunch dontdropyourlunch Apr 14, 2014 11:46 AM Flag

    jstokcton, why don't you read the S1 that Dance has on file with the SEC since about April 9th? It has all the details and curves you need to know and understand. It is clear from their PK information, Dance looks just like the insulin analogs that are on the market today and the past many years -- long tails and all to get out of the system and cause hypos. They show their curves to look just like Humalog. Is everyone here so lazy, or do they just not know how to do the simplest research. The device information is also in the S1 including who makes it for Dance and how it functions (with batteries it appears), etc., etc.

    If Dance really does an IPO, it is just to get some of the founders and investors out with some money in their pockets. I have already posted some days ago that Dance should go the Kickstarter route instead of an IPO.

  • dontdropyourlunch dontdropyourlunch Apr 13, 2014 7:38 PM Flag

    Almost everyone knows SA authors are compensated for their writings. Why the question? This fellow knows the more controversy he raises among readers, the more money he will make. Is this really news to Yahoo message board readers. SA has posted the rates it pays. I have read it before on the SA site. Of course he could be getting paid by someone else to write too. Just double dipping I suppose.

  • dontdropyourlunch dontdropyourlunch Apr 11, 2014 11:35 PM Flag

    When I read the SEC filing, it appeared Dance would be better off using Kickstarter instead of trying to do an IPO. Their insulin curves look like Humalog, which is one that Afrezza will replace.

  • Reply to

    Al Mann Filing

    by broad_and_south Apr 9, 2014 3:31 PM
    dontdropyourlunch dontdropyourlunch Apr 9, 2014 4:23 PM Flag

    broad_and_south, that is just boiler plate. Suit your own judgment, but over 50% control in the HSR law is a merger. Note the acquired party in Al Mann's case is Mannkind. If Al did not own 50% or more of MNKD before, he has FTC approval under HSR to own it now.

  • Reply to

    Al Mann Filing

    by broad_and_south Apr 9, 2014 3:31 PM
    dontdropyourlunch dontdropyourlunch Apr 9, 2014 4:03 PM Flag

    broad_and_south, I am not certain, but I read a few days ago Al Mann has 44% of MNKD shares currently. I read over the Hart Scott Rodino law(HSR), and it appears if Al wants to have more than 50% ownership by purchasing more common stock, the Hart Scott Rodino disclosure to the FTC is required. The details of Al's disclosure will not be disclosed by the FTC. I think all that happened was Al got the FTC ok to purchase more stock to put him over 50% control (in the HSR meaning) of MNKD. He may have done it Monday. If Al already owned 50% of MNKD stock, then I suppose I will have been wrong in my conclusion.

  • Reply to

    ADA (June 13-17,2014 in San Francisco)

    by scottmax45634 Apr 8, 2014 8:45 PM
    dontdropyourlunch dontdropyourlunch Apr 9, 2014 12:15 AM Flag

    daduke38, my thought is mrbillyray sold too much of his mnkd, and needs to get 'em back. He seems negative to me now.

  • Reply to

    Is the old decrypted Mann really this stupid?

    by habusa789 Apr 8, 2014 11:29 AM
    dontdropyourlunch dontdropyourlunch Apr 8, 2014 2:27 PM Flag

    carlpunti, I watched the AdCom video (yes, I paid the $200.). I also read the panel member log link that the FDA provided. You can find it too and read all the voting panel members as well as the Novo guy, Mads something, who was a non-voting panel member.

  • Reply to

    Is the old decrypted Mann really this stupid?

    by habusa789 Apr 8, 2014 11:29 AM
    dontdropyourlunch dontdropyourlunch Apr 8, 2014 2:04 PM Flag

    carlpunti and gmanwicksy, there were 15 panel members, but Dr. Swenson from Seattle had to leave early just before the vote. I presume he needed to catch a plane or some such thing. Only 14 panel members remained to vote. That is how the 14 panel members who voted are accounted for. That accounts for the total of 27 of 28 total votes for Type 1 and Type 2 by the panel members who remained. carlpunti, I have not read many of your posts, but it is clear that gmanwicksy is quite ignorant of many things in medicine as well as English spelling and grammar. gmanwicksy, I don't know if you are dumb or smart, but you are certainly ignorant.

  • dontdropyourlunch dontdropyourlunch Apr 7, 2014 8:48 PM Flag

    uncle.bigs, no need for you to lie to people. Lucky for diabetics Afrezza brings down the mealtime blood sugar spikes into the normal blood sugar zone without bringing the blood sugar down out of the zone that would cause hypoglycemia. Afrezza's ultra fast acting insulin's impact is to avoid the hyperglycemia spikes and levels while bringing the blood sugar into the zone and not into the hypoglycemia area of too low blood sugar.

  • dontdropyourlunch dontdropyourlunch Apr 7, 2014 5:50 PM Flag

    afrezzauser, these messages get lost in the posting clutter. If you want to get this letter writing campaign message out, I suggest you post a separate message as a new topic instead of a reply to some other post. At least that way it has a higher probability of being seen by the people who are scanning the main posted topics.

  • dontdropyourlunch dontdropyourlunch Apr 7, 2014 10:53 AM Flag

    If anyone wants the April 3 Citi analyst NG storage analysis and report, do the instructions like in my post above, but post number 183357 is the one you want to get to the link for the latest Citi report. Page 8 is the matrix you want to see in addition to words on pages 1 and 2.

  • Reply to

    MNKD- Delay positive

    by ricemba1965 Apr 7, 2014 8:39 AM
    dontdropyourlunch dontdropyourlunch Apr 7, 2014 10:09 AM Flag

    seyhey44, you can be nice about it if you want, but the Indian reviewer, Lokesh Jain, did not understand the control system problem that diabetes and the blood sugar range problem are for the body. If I had been on the AdCom panel, I would have fallen out of my chair or slumped under the table. I would have known by Jain's charts and words that what I have here is a reviewer who does not even understand the control system problem. I would have thought, how is this possible. We have people reviewing the data who do not understand what the data means or even what the problems are with diabetes. It was and is stunning!

  • dontdropyourlunch dontdropyourlunch Apr 6, 2014 5:52 PM Flag

    dankaeck, this come from a fellow at cwei who used to post all the time on the Yahoo board under handle robry825. You can read what he wrote on the clayton williams blog on his calculations for current storage levels as of April 4. He says below it would be hard to believe the amount is even 700 Bcf at this time. This guy's track record is very good.

    Coming from Robry gives that number a lot of credibility. If the EIA numbers are that far off, shoulder season price weakness may not happen this year.

    ......SEASON-END STORAGE LEVEL: I have been dreading posting on this (and promised myself that I would not until
    ......we were out of withdrawal season) but the producing-region-salt-skew has persisted... as storage in salt-domes
    ......has been far-less hit than conventional storage... and mathematically, I think the validity of the EIA's data reporting,
    ......collecting, and estimating process comes under question.

    ......The skew presently estimates out (in the EIA-weighted model) to an accumulated 239 BCF (EIA weighted model
    ......has 835 BCF in storage, Capacity/Gas-flow modeling 596 BCF in storage, and looking at the publicly-released storage
    ......levels (by operators such as PG&E, SOCAL, ANR Pipeline, Dominion, and Columbia Gas Transmission) the major
    ......players are far below the percentage-draw implied by the EIA, and the differences are so large that it is nerely impossible
    ......to take the EIA estimate as serious.

    ......So (in my own conclusions) storage at 835 is a statistical near-impossibility (based upon non-EIA storage reporting).
    ......Last years 3834 BCF 11/08/13 peak is therefore discounted, with the actual peak and trough being much more likely near
    ......the Capacity/Gas-Flow models 3470 BCF (11/08/13) and 591 BCF (03/31/14) output. It is extremely unlikely that storage
    ......is even above 700 BCF at this point.

  • Reply to

    Asked a PCP about Afrezza tonight

    by jhnnylikes Apr 5, 2014 11:48 PM
    dontdropyourlunch dontdropyourlunch Apr 6, 2014 12:25 AM Flag

    jhnnylikes, until good education about Afrezza's mechanism and workings in the body are well understood by primary care physicians, endocrinologists will Need to be involved in type 1 and type 2 patient readiness. Sharp PCPs will get educated & involved to help their diabetic patients, but other PCPs will need to get an endocrinologist to lead the way for them. Primary care physicians are frayed at both ends these days, and need drugs that are simple to prescribe and use. I think PCPs will need plenty of education and sitting with some endo doctors to get it right for their patients, or they can send diabetics to endos.

  • dontdropyourlunch dontdropyourlunch Apr 5, 2014 10:46 AM Flag

    sugarman005, I have read many of your posts in the past several months. It appears to me you work in some medical field, but my memory is not clear on this. Am I correct? I do not need details.

  • Reply to

    a couple of notes from adcom

    by brheavy Apr 4, 2014 9:35 PM
    dontdropyourlunch dontdropyourlunch Apr 5, 2014 10:39 AM Flag

    brheavy, how stupid of me. If anyone wants to see your replies to tabsomem and noquickgame but minus their questions, they can simply click on your handle, brheavy, and your replies are there for anyone to view. Sorry about the post I just wrote to you about posting your two replies to those two handles.

  • Reply to

    a couple of notes from adcom

    by brheavy Apr 4, 2014 9:35 PM
    dontdropyourlunch dontdropyourlunch Apr 5, 2014 10:31 AM Flag

    brheavy, this is Very interesting. I read two lengthy replies on this same thread last night that you gave to tabsomem and noquickgame. They are both gone now on Yahoo (but you can see them since they are your own posts), but I had kept them in another window on my pc to review this morning and respond to them. It appears tabsomem "removed" his post which was harmless and said, "Mannkind presenters addressed all questions and the committee was pleased with their presentation and answers. Not quite sure what you are talking about." tabsomem's removal of his post took out all the post replies in that hierarchy, which removed the two replies you gave to tabsomem and noquickgame (who just wanted you to explain in layman's terms what you meant, which you did in your reply to noquickgame). Perhaps tabsomem did not like your normal detailed reply.

    This remove "feature" that Yahoo has included recently is insidious in that it removes all posts in that branch of the hierarchy tree, and no one else can see the rest of that branch of information or replies. I still have the entire branch of questions and replies, and if you do not have your replies available, I can post them, but only if you wish them to be posted. Just let me know, brheavy.

  • dontdropyourlunch dontdropyourlunch Apr 5, 2014 1:34 AM Flag

    You can get the entire report for free if you can get to siliconinvestor and the Top Subject called Big Dog's Boom Boom Room. The post you need in that forum, which is oil and gas, is 182899. Inside that post is a link that gets you the entire 10 page Citi analyst report. You do not need to register, and I just now tried it. It does work without registering. If you want to read the entire report and you have trouble getting there, let me know and I will give you more detailed instructions. The Citi report has some nice data of production and storage in a matrix spreadsheet format. I can see from the matrices on page 2 of the report where the about 4.5 Bcf/day comes from, and it is, as you suspected, excess 2014 production (about 69.9 Bcf/day production each month) over 2013 production plus a tiny few tenths from a bit more LNG imports minus some from Canadian imports of ng. This would get the storage back to just 3600 Bcf by end of October 2014.

    Prices should be moving up this Summer for ng, and demand will have to remain calm for this storage to get close.

    If Yahoo allowed the posting of links, I would have no problem supplying it here. I am not trying to push SI by any means.

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