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Taiwan Semiconductor Manufacturing Company Limited Message Board

dontdropyourlunch 149 posts  |  Last Activity: Oct 20, 2014 2:31 PM Member since: May 9, 2000
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  • dontdropyourlunch dontdropyourlunch Oct 20, 2014 2:31 PM Flag

    dtanger, just notice Levisohn does not comment on MNKD unless some analyst or hedge fund has made some negative comment first. Ben Levisohn just follows up and posts it on Barron's. He is just a vessel to carry someone's water.

  • dontdropyourlunch dontdropyourlunch Oct 20, 2014 12:13 PM Flag

    Ben Levisohn always writes negative stuff on MNKD in his short Barron's articles. It has been that way for over a year, because he is just playing along.

  • Reply to

    Ohno, Cramer said SWN got the best of the deal!

    by anson10x Oct 20, 2014 9:31 AM
    dontdropyourlunch dontdropyourlunch Oct 20, 2014 11:55 AM Flag

    anson10x, this one has pretty simple ground rules that were followed, I think. CHK has needed to reduce debt. CHK was not putting a lot of development money into the properties that were sold. CHK had too many land assets and did not have the capital needed to work all its assets to maximum value. It does not matter that the CHK land assets in that part of the Utica and Marcellus were very good for ng/ngl & some oil. It matters that it was not a core asset for CHK, and CHK did not have the money for short or intermediate term development of these properties in any case (besides ng prices are not high). SWN wanted the Utica and Marcellus properties to expand, and the SWN CEO was quoted as having said SWN pursued CHK for these properties. You see a higher priced transaction as a result of these basic factors -- SWN wanted them quite a lot.

    CHK is getting a big chunk of cash and will reduce its debt a tremendous amount, and it can show how it is on its way to having its debt one day rated investment grade (its stated goal in presentations anyway). SWN has some very good new and very productive properties to develop and to grow a lot. The issue for SWN will be how it handles its new debt load. Will it sell mostly bonds, or will it sell stock to raise the new, permanent money? It needs to do something, because it will owed BAC about $5B for a while at bridge loan rates.

    This deal was about the short/intermediate term debt reduction at CHK, and the intermediate/long term growth of SWN with some very good ng/ngl properties. CHK did not have to sell, and SWN had to bump up its price paid to get the properties. Cramer is probably crying that SWN got the better deal, because his trust owns SWN. He probably wants to minimize any further drop in the SWN stock price, because he knows a secondary is probably coming. He might also be trying to hold up the price so he can sell his SWN without much further loss to him. I am sure you know Cramer is manipulative.

  • Apple could have chosen GLW for is sapphire for its watch if Apple had paid the prices GLW wants. Corning used to make sapphire, and got out of that business long ago. Will Apple use GLW for sapphire now that GTAT is history?

  • This may have been written about already, but I haven't the time to scour this entire board. The obvious short covering Wednesday (today) on decent volume was nice to see two days in a row, but the stimulation for some or much of the hedge funds' covering some of their shorts might be driven by a reason that is not so obvious. Many of you may have had this same feeling in the past when the market has dropped on your stocks, and you sell some of your very profitable winners instead of your losers that should be sold instead. You want to lock in your profits, and the hedge funds want to lock in their year before it slips away. In the case of hedge funds that are short MNKD and have some big profits, they could easily be covering not due to news just ahead but to lock in whatever profits they have before some other funds try to lock in their profits. They could be covering their profitable shorts rather than unloading a lot of their unprofitable long losers (so they don't look so bad and also keep their bonuses for the year). Of course the hedge funds who want to lock in their profits don't care so much the higher bids of the price to cover, but there are plenty of funds who shorted MNKD too low and who see their losses mounting by the hour as other hedge funds are covering. So they have to get on the short covering treadmill, because the MNKD stock price is not going lower. It is a fun thing to watch, and I hope it lasts a while.

  • dontdropyourlunch dontdropyourlunch Oct 15, 2014 3:25 PM Flag

    factspls88, yes, I saw her very early last week on CNBC, and she was calling for an incredible decline in stocks with a 10 yr treasury rate of 1%. Yes, 1%. She went off the deep end at some point, and still says not to worry too much.

  • I could see at various online broker sites a lot of shares available to short, but as the day has gone on I could see them used by some shorters. Looks like they have tried to hold down this big climb today, but it has not worked so far. Just be on the lookout for some big shorts trying to dump in this last hour. There do not appear to be anymore short shares available, but the shorts may not have fired all their ammo yet.

  • dontdropyourlunch dontdropyourlunch Oct 14, 2014 8:57 AM Flag

    richlittle35, Matt said royalty equivalent. I have no idea what the revenue split would be, because that would require knowing the gross margins and some other margins too. I am not trying to do anything but state what Matt Pfeffer stated.

  • dontdropyourlunch dontdropyourlunch Oct 14, 2014 12:12 AM Flag

    optionsrbest4u, Matt Pfeffer described a mid-20% royalty equivalent amount, not as you stated mid-20 percent revenue split. You used revenue split several times above, and I assume this was a misunderstanding you have. Matt used and meant about a 25% royalty equivalence for the 35% revenue split between MNKD and Sanofi for the Afrezza sales. I did listen to the audio when he stated this.

  • dontdropyourlunch dontdropyourlunch Oct 9, 2014 1:39 AM Flag

    doctorstockpicker, I replied on October 3 at 1:30 pm to a message you posted on June 4 at 1:41 pm which you titled Part 5 of why MNKD is a terrible short. Perhaps you did not see it, and I am pasting it here.
    doctor.stockpicker, this is something you won't be able to do until you get your hands on some Afrezza for your patients, but it is something I hope you think about in the interim. When you care for a new type 2 or even some of your current type 2s, rather than prescribe metformin along with Afrezza, examine not prescribing the metformin. I have read at least five research papers on metformin, and it appears its primary action is to limit the steady state glucose secreted by the liver. The prandial glucose excursions could be the more likely problem instead of the steady state liver glucose. There is evidence the Afrezza action, coming into the blood stream from the lungs, limits the liver glucose secretions while the Afrezza is in the blood stream. Metformin appears to have a limited impact on some patient's resistance to insulin, according to the research papers (your observations may differ). The Afrezza at meal times could very well take care of the type 2 problem in many cases, and I assume you will still be monitoring their a1c among other tests to verify the Afrezza could have the desired effect without the metformin. The side effects of metformin in some patients is the reason I am making this suggestion.

  • Reply to

    Just Spoke With Mannkind IR

    by kevinmik Oct 7, 2014 5:39 PM
    dontdropyourlunch dontdropyourlunch Oct 8, 2014 1:04 AM Flag

    kevinmik, if they are expressing frustration with the stock, why don't you tell them to get Al to buy a million more shares at these current prices. He's got plenty of cash, so ask him to spend $5 million more to support the stock.

  • dontdropyourlunch dontdropyourlunch Oct 7, 2014 1:09 PM Flag

    mnholdem, it turns our it is a JP Morgan conference call on September 8th.

  • dontdropyourlunch dontdropyourlunch Oct 3, 2014 3:44 PM Flag

    doctorstockpicker, I replied with an input and a question to an old post you did on June 4. For some reason it was in the topics for a short time, and then it was no longer displayed to the general message board. I can see my post and yours, so I know it is there. Please check your June 4 post at 1:41 pm. It starts with Part 5 of why MNKD .

  • Reply to

    Part 5 of why MNKD is a terrible short

    by doctor.stockpicker Jun 4, 2014 1:41 PM
    dontdropyourlunch dontdropyourlunch Oct 3, 2014 2:45 PM Flag

    Interesting this post above was in the topics, and somehow it no longer appeared. Here it is again for doctor.stockpicker perhaps to see.

  • Reply to

    Part 5 of why MNKD is a terrible short

    by doctor.stockpicker Jun 4, 2014 1:41 PM
    dontdropyourlunch dontdropyourlunch Oct 3, 2014 1:30 PM Flag

    doctor.stockpicker, this is something you won't be able to do until you get your hands on some Afrezza for your patients, but it is something I hope you think about in the interim. When you care for a new type 2 or even some of your current type 2s, rather than prescribe metformin along with Afrezza, examine not prescribing the metformin. I have read at least five research papers on metformin, and it appears its primary action is to limit the steady state glucose secreted by the liver. The prandial glucose excursions could be the more likely problem instead of the steady state liver glucose. There is evidence the Afrezza action, coming into the blood stream from the lungs, limits the liver glucose secretions while the Afrezza is in the blood stream. Metformin appears to have a limited impact on some patient's resistance to insulin, according to the research papers (your observations may differ). The Afrezza at meal times could very well take care of the type 2 problem in many cases, and I assume you will still be monitoring their a1c among other tests to verify the Afrezza could have the desired effect without the metformin. The side effects of metformin in some patients is the reason I am making this suggestion.

  • dontdropyourlunch dontdropyourlunch Sep 26, 2014 5:43 PM Flag

    doctor.stockpicker, I think over time all type 1 and type 2 diabetics will be prescribed Afrezza, but some doctors and some patients are slow to change. Just read some of the articles by psycho analyst at seeking alpha, and see that she is hung up on metformin for type 2s. Further characterization using Afrezza is needed before prescribing metformin for a type 2. The cheap price of metformin appears to be a reason it is so widely prescribed, and it works on the liver -- but there are side effects with metformin.

    If a type 2 is diagnosed without any prior therapy, the first option procedure should be Afrezza at meal times. A1C can be checked after appropriate time to verify coming in appropriate range. Only after checking those results should metformin or other procedures be tried, but clearly the Afrezza should continue at meal times.

    Did you notice the authors of your JAMA reference were in France. Some of them might work for or closely with Sanofi. Also this JAMA article would have been a good slide MNKD people could/should have presented to the FDA at the ADCOM in April. Instead they had to wait for the audience speaker testimonials from the diabetics to school the FDA about the fluctuating glucose control problem they live with every day and not the A1C.

  • Reply to

    borrow rate

    by jonny80s Sep 22, 2014 12:01 PM
    dontdropyourlunch dontdropyourlunch Sep 26, 2014 12:54 PM Flag

    stocktraderforgain, the number of shortable shares Fidelity has varies throughout the day, and it is displayed throughout the day when the number changes. It will sometimes change from minute to minute, but the displayed amount usually varies from hour to hour.

  • Sanofi had a 9 am to 4:15 pm set of diabetes presenters at the EASD in Vienna September 15th. I have searched, but I haven't been able to find any notes, presentations, or anything from that industry program. Has anyone found anything, or does anyone know someone who attended the Sanofi industry symposium? I imagine some industry analysts attended some of these sessions.

  • dontdropyourlunch dontdropyourlunch Sep 15, 2014 8:23 PM Flag

    afrezzauser, I posted this as an original post to you, because I did not want the possibility for deletion to happen. Please just plug the link into your browser address box.

    http://finance.yahoo.com/mbview/threadview/;_ylt=Akp4yQNn3x3HR32.aMJvSHreAohG;_ylu=X3oDMTB2Z2ZpNzZwBHBvcwMxNgRzZWMDTWVkaWFNc2dCb2FyZHNYSFJVbHQ-;_ylg=X3oDMTBhYWM1a2sxBGxhbmcDZW4tVVM-;_ylv=3?&bn=0243242e-59fb-3abc-8d27-962c7bf26a1d&tid=1410809724145-4a6efdbe-89db-45fa-b9cb-89f2708417b4

  • Reply to

    Can Afrezza replace Lantus?

    by sdn90036 Sep 15, 2014 5:15 PM
    dontdropyourlunch dontdropyourlunch Sep 15, 2014 6:01 PM Flag

    sdn90036, if you are a Type 2, what else, if anything, besides Lantus are you prescribed for diabetes?

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