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Taiwan Semiconductor Manufacturing Company Limited Message Board

dontdropyourlunch 33 posts  |  Last Activity: Dec 8, 2014 5:14 PM Member since: May 9, 2000
  • Reply to

    revenue estimates for 2015 dropped again

    by meifud Dec 8, 2014 1:03 PM
    dontdropyourlunch dontdropyourlunch Dec 8, 2014 5:14 PM Flag

    meifud, many, many analysts said tablet computers (tablets) would not sell. Especially after several examples in the market showed them. Then the market got a tablet that did what it wanted, and the analysts had to return to their sales forecasts and move them up a lot. They forgot the maxim that they mention all the time. That is past performance does not guarantee future results. You may be called upon to adjust your analyst horizons soon too, but you can cite the analysts for any misfortune.

  • dontdropyourlunch dontdropyourlunch Dec 1, 2014 4:06 PM Flag

    funkyfreshfee, you may not be paying 22% to be short MNKD, but you are paying a stiff interest rate to your broker. Even if you shorted at $9+, your borrowing charge to remain short has risen a lot in the past few months. I see FIDO is charging 18.75% per annum, which is up about 2% more in the past 30 days. Oh and that is a yearly rate, but your broker is raking your account every month.

  • dontdropyourlunch dontdropyourlunch Nov 26, 2014 4:16 PM Flag

    afrezzauser, I read the honeymoon article you referenced on twitter, the joslin dot org article, and I don't quite understand what doctors or patients are thinking about this period of time after a type 1 diabetic is diagnosed. The article indicates that for some period of time after diagnosis the diabetes appears to get a lot better. I am not sure how that could happen. What made you think your situation was going to be all right after your diagnosis? Anyway it is clear the doctors need to prescribe insulin upon diagnosis, and now there is a real human insulin in Afrezza that patients can have that will, during meal times, keep their blood glucose in normal range (between the lines).

  • dontdropyourlunch dontdropyourlunch Nov 24, 2014 10:34 PM Flag

    afrezzauser, so were you diagnosed as type 2, then did not take any medication, and then became a type 1? If not what was the progression?

  • Reply to

    Am I missing something?

    by daduke38 Nov 24, 2014 12:13 PM
    dontdropyourlunch dontdropyourlunch Nov 24, 2014 1:19 PM Flag

    daduke38, give it a day instead of 20 minutes.

  • Reply to

    Am I missing something?

    by daduke38 Nov 24, 2014 12:13 PM
    dontdropyourlunch dontdropyourlunch Nov 24, 2014 1:12 PM Flag

    daduke38, do us a favor and check out old_brkr1's posts. You will find he is quite unfriendly to MNKD.

  • dontdropyourlunch dontdropyourlunch Nov 23, 2014 10:26 PM Flag

    afrezzauser, my comments are to make the same suggestion to you that I made to a poster, doctor.stockpicker, who posted he is a doctor in Oklahoma who takes care of a lot of diabetics. I have never gotten a response from this doctor. My suggestion (and I do not think it is unique) is for type 2 diabetics who are not on any diabetes drug, or are on metformin to begin on Afrezza alone at meal times to dampen the blood glucose excursions and possibly (likely) bring the a1c into an acceptable lower range over time. Yes, I mean discontinue the metformin, which is primarily acting on the liver to reduce the steady state level of glucose. The Afrezza, acting as real insulin, will chemically message the liver to reduce the glucose output during meal time digestion periods.

    At least start on this procedure to verify blood glucose level improvements before putting type 2 diabetics on a harsh side effect drug like metformin to bring down glucose output from the liver, or even an injected insulin analog like lantus. I am hopeful that a lot of these research labs and research hospitals will run some of these type of trials with Afrezza and report their results at the many diabetes conventions.

  • dontdropyourlunch dontdropyourlunch Nov 21, 2014 1:41 PM Flag

    afrezzauser, I have some comments on this to add to your inputs, but I don't have time for a full reply right now. I will give you a complete reply in the next day or two to this particular thread you have started.

  • dontdropyourlunch dontdropyourlunch Nov 14, 2014 11:35 AM Flag

    critcht21, it was 40 vs. expected 37.5.

  • dontdropyourlunch dontdropyourlunch Nov 14, 2014 9:42 AM Flag

    afrezzauser, I posted this last night, but it did not appear. During the trials did you always inhale the Afrezza just as you started your meal, or did you sometimes inhale some minutes after your meal started? I was listening to Al Mann some weeks ago either in a video or conference call say he thinks a better time to inhale Afrezza is a few minutes after a meal has started. I think he said up to 15 minutes after a meal has started is all right.

  • Reply to

    The lost decade

    by nonfictshun Nov 4, 2014 6:49 PM
    dontdropyourlunch dontdropyourlunch Nov 13, 2014 11:59 PM Flag

    afrezzauser, during the trials did you always inhale the Afrezza just as you started your meal, or did you sometimes inhale some minutes after your meal started? I was listening to Al Mann some weeks ago either in a video or conference call say he thinks a better time to inhale is a few minutes after a meal has started. I think he said up to 15 minutes after a meal has started is all right.

  • It is in Maryland, and I would like to know if anyone on this board was there or communicated with someone who heard him speak. Besides Al Mann I know Afrezza will be discussed on some of the panels, because Dr. Klonoff, a leader on some of the panels, has written favorable information on Afrezza in the November issue of the Journal of Diabetes Science and Technology that is on the web.

  • google Sticking Point: Sanofi’s Diabetes Franchise Is Crucial to Sorting Out a Mess to see how critical Afrezza is to Sanofi's diabetes success. It is critical . Also the remarks by the WSJ article writer indicates no understanding of diabetes or how insulin works in the body. The only thing these people seem to understand is inhalation, and that severely limits their ability to communicate helpful information to lay people and even diabetics.

  • Google diabetes technology conference 2014 al mann , and the first link is a pdf of the agenda. The entire conference has a lot of good speakers and panel discussions with Al Mann as a keynote speaker. I noticed that Dr. Klonoff, who is a big supporter of Afrezza in his DST Journal of Diabetes Science and Technology in the current November issue, is a panel leader of several panels at the conference. This will be November 6 and 7.

  • dontdropyourlunch dontdropyourlunch Nov 4, 2014 1:04 PM Flag

    radgray68, there is no need to change your mind or opinion of Orelli. He falls in the category of an often wrong but never in doubt biotech/pharma writer. They don't announce they have been wrong, but they modify their positions gradually to write they were right later. These kinds of writers cover a field that is full of unknowns with lots of money bet on both sides of secret trials that end suddenly with -- it meets or does not meet primary/secondary endpoints. I feel with all the money bet on drug companies and trials, these types of writers with the power of the pen sometimes are corrupted

  • dontdropyourlunch dontdropyourlunch Nov 3, 2014 11:46 PM Flag

    lakers_w, this is the first article I can remember in which Orelli has said positive things about MNKD. Frankly without his saying he has modified his stance on Afrezza and MNKD, it appears he is thinking more positively about MNKD after hearing the latest November 3 MNKD conference call. There is no getting away from the position that Orelli has likely changed his mind enough about MNKD to start thinking with a somewhat more open mind about the company and Afrezza. I notice, however, he did not mention that MNKD said Afrezza will have a prominent place in the Sanofi November 20th presentation on Sanofi's new products it will be introducing soon.

  • 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?

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