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Taiwan Semiconductor Manufacturing Company Limited Message Board

dontdropyourlunch 105 posts  |  Last Activity: May 22, 2015 1:17 PM Member since: May 9, 2000
  • dontdropyourlunch dontdropyourlunch Apr 15, 2015 12:09 AM Flag

    mnholdem, no matter what Sanofi says the attributes of Toujeo are, such as, one injection per day, Sanofi is offering it at a premium price to all the basal insulins on the market. With Lantus going generic and such a large number of Lantus users, Toujeo will have a rough time with lower priced generic Lantus plus all the other basal insulins out there. I do not yet see an overpowering reason insurance companies would pay premium prices for Toujeo when lower price generic Lantus is available.

  • Reply to

    Afrezza works better than any other insulin

    by joeblow180 Apr 13, 2015 4:46 AM
    dontdropyourlunch dontdropyourlunch Apr 13, 2015 6:15 PM Flag

    joeblow180, so it would appear you Are off the Novolog/Humalog completely, and there is no commingling of the RAA with the action of the Afrezza. That is what I thought and expected, but I had to ask to make sure. Thanks.

  • Reply to

    Afrezza works better than any other insulin

    by joeblow180 Apr 13, 2015 4:46 AM
    dontdropyourlunch dontdropyourlunch Apr 13, 2015 2:59 PM Flag

    joeblow180, I see you are Type 1 and use a pump. Are you completely off the Novolog/Humalog. If not, why not? This would be interesting to know, because I recall afrezzauser's writing that commingling the raa and the afrezza complicates the times of action and other variables.

  • Reply to

    Did hear some good news

    by dfa_69 Apr 10, 2015 8:44 AM
    dontdropyourlunch dontdropyourlunch Apr 10, 2015 11:53 AM Flag

    alohazabel, that's what I thought too. It appears the answer from dfa_69 is whatever the job at Sanofi or as a consultant to Sanofi, he or she is a supernumerary with a desire to let everyone know he has information and he or she is important.

  • dontdropyourlunch dontdropyourlunch Apr 10, 2015 12:55 AM Flag

    adisa_ki, I wanted to make the 2.5M bad print a bit clearer. The volume number of the April 5.5 monthly was 2.5M calls, i.e., representing 250,000,000 shares. I had to think that was a bad print, and that is why I did not flag it at the time.

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 4:05 PM Flag

    adisa_ki, do these bid/ask spreads seem very tiny to you?

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 4:00 PM Flag

    adisa_ki, yes, I see. There were 2000 traded at the bid of $0.02 according to time & sales.

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 3:51 PM Flag

    adisa_ki, yes, the April 17 expiration is the monthly I meant. It was volume not open interest. I saw it maybe 45 minutes to 1.5 hours into the open. It was Not there for the first 30 minutes. There was no report of it on time and sales, and up to that time there were no trades in that strike price.

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 3:42 PM Flag

    gar4one, if you have CHK shares in a margin account, your shares are already loaned out. To be approved for a margin account, you must sign the right to loan your shares over to your broker. However if you have some CHK in a cash account, e.g., a self-directed IRA or Roth IRA, etc., you can sign some paperwork to allow your broker to loan the shares(to market makers who will likely use them to short the stock). In that case you will get the 6.5% IF the broker loans your shares out. However right now CHK has millions of shares available to loan out at 6.5%. Thus it is unlikely your shares would be needed at this time. The best thing for you to do is to call your broker to find out what the status is at your broker. Personally I don't let my broker touch anything in my cash accounts. I cannot do anything about my margin account, because to trade options one must have a margin account.

    Given the paragraph above the answer to your question is either newly bought or previously bought shares could get the 6.5% if your broker loans them out.

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 3:25 PM Flag

    adisa_ki, the jan 16 3.50 calls were some kind of unwind, because the open interest went way down to 8.2K. However the $3 calls of 18K were additive of some sort. That open interest is now up to 28.7K. Also I noticed this morning a strange bad print on the april 17 5.50 calls. It was 2.5M (no kidding), and that stayed there for 10 or 15 minutes at least. I could not get time & sales on it, and I figured it was either a bad print or a signal for someone later in the day. Maybe you saw that bad print too.

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 10:21 AM Flag

    gar4one, today I see 6.5% interest rate to borrow CHK. Yesterday it was 0%. Tuesday it was 0.25% for a borrow.

  • dontdropyourlunch dontdropyourlunch Apr 9, 2015 12:10 AM Flag

    adisa_ki, I have thought about something like that, but "they" are trading a lot at "market" prices. They don't hit a bid or ask sometimes. Whoever is selling might not let you play. If you try buying at the market for options, they can make the trade an unhappy trade result. Those two 18k jan 3/3.5 trades were market prices, so clearly a deal was known by some players with no arms to have any length - so to speak.

  • adisa_ki, I had not looked closely at the premium for the Jan 3 and 3.50 calls. After you mentioned the premium I went back over the trade times, call option prices, premiums, etc. All these 18k + 18k calls were done at 3:42 pm shortly before the close when MNKD was trading at $5.17. The jan 3 calls traded at $2.17 for no time premium at all. The jan 3.50 calls traded at $1.85 for a $0.18 time premium. It seems no profit oriented market maker would do such a trade. I would conclude some market maker or fund is playing with itself, as if they have a big short on and just gifted themselves about 4M shares to cover. What do you surmise could be going on with jan calls that trade with no premium or with premium that is equivalent to $5 weekly calls that expire this week? (even if this is a 3/3.5 call spread I don't see that it makes a lot of sense).

  • dontdropyourlunch dontdropyourlunch Apr 8, 2015 4:45 PM Flag

    adisa_ki, what about that January 2016 3/3.5 call spread today? I can't determine, because the time&sales were not done at either the bid or ask. 18K unwind of a short call spread?

  • Reply to

    ADA 2015

    by chrisdc73 Apr 7, 2015 7:41 PM
    dontdropyourlunch dontdropyourlunch Apr 7, 2015 9:32 PM Flag

    chrisdc73, I am hoping afrezzauser's doctor, Dr. Bode, who is also a diabetes research doctor at Emory, I think, will present something on the results he has seen with Afrezza. From what Sam has posted on Dr. Bode's email about reversing Sam's insulin resistance, as well as possibly reporting on Sam's soon-to-be great A1c reduction into maybe a non-diabetic range, it could reveal a lot about Afrezza to the ADA convention attendees in June.

  • Reply to

    non-inferiority vs superiority

    by cphammer Apr 7, 2015 11:08 AM
    dontdropyourlunch dontdropyourlunch Apr 7, 2015 5:33 PM Flag

    kepler2stars, the Indian moron on the FDA panel at the Adcom was Lokesh Jain. I posted this response a few days after the Adcom.

    http://finance.yahoo.com/mbview/threadview/;_ylt=Atm.0StIBhSmW62YabKr2ZLeAohG;_ylu=X3oDMTB2NjM5cGFiBHBvcwMzMgRzZWMDTWVkaWFNc2dCb2FyZHNYSFJVbHQ-;_ylg=X3oDMTBhYWM1a2sxBGxhbmcDZW4tVVM-;_ylv=3?&bn=0243242e-59fb-3abc-8d27-962c7bf26a1d&tid=1396874389971-037169d0-6d4c-4014-860d-8d0e6aaca787

  • Reply to

    Taking the Plunge with Afrezza.

    by factspls88 Apr 1, 2015 11:36 AM
    dontdropyourlunch dontdropyourlunch Apr 1, 2015 11:58 PM Flag

    factspls88, yes, as you probably know if you have been reading sam of tudiabetes' posts about his blood glucose, his Afrezza meal timings, and his really normally great quiescent blood glucose readings just prior to meals, this sam is very insulin sensitive. He has worked very hard over the years on his blood glucose control, and he has been almost religious about counting carbohydrate grams he has for meals. It is admirable he has done that, but clearly he would rather be doing more productive and fun activities than managing and maintaining his type 1 diabetes. There are not many diabetics who would strive so diligently to maintain such tight control with Novolog. However as you can see from his passage above that I quoted from his text, with Afrezza he not only derives the same tight control with his blood glucose levels and range, but also he is no longer worried about hypoglycemia or having to spend large amounts of his time babysitting his diabetes.

    Did you see that pic of the cheeseburger and fries meal he used (after a few weeks of using Afrezza) to test against Afrezza's speed to bring down his blood sugar? That was a tasty looking burger. He has stated a few times how fast and high his blood sugar can rocket with such a meal using other brand name insulins. With this challenging burger meal his Afrezza headed those excursions off at the pass fast, and brought them right back down without getting out of control. I am so happy for him!

  • Reply to

    Taking the Plunge with Afrezza.

    by factspls88 Apr 1, 2015 11:36 AM
    dontdropyourlunch dontdropyourlunch Apr 1, 2015 3:44 PM Flag

    factspls88, this is a follow-up post sam of tudiabetes wrote about an hour ago. He explains his clear reasons for preferring Afrezza instead of Novolog.
    "That's the whole appeal Denise. I had superb control with novolog, there was really very little room for improvement in overall control... But with afrezza I have the same degree of control (while early in the learning process) essentially zero fear of hypoglycemia, and diabetes management takes up about 2% of my thought process instead of 50%."

  • Reply to

    question?

    by twibs66 Mar 28, 2015 12:12 PM
    dontdropyourlunch dontdropyourlunch Mar 28, 2015 3:30 PM Flag

    kepler2stars, Freestyle is only available in Europe right now. Are you in the UK?

  • Reply to

    question?

    by twibs66 Mar 28, 2015 12:12 PM
    dontdropyourlunch dontdropyourlunch Mar 28, 2015 12:36 PM Flag

    kepler2stars, are you a type 2 or a prediabetic? If yes, which? I think from what I have read you are in the UK. If yes, do you know if Afrezza is available by some means in the UK now?

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