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Taiwan Semiconductor Manufacturing Company Limited Message Board

dontdropyourlunch 141 posts  |  Last Activity: Feb 25, 2015 12:38 PM Member since: May 9, 2000
  • dontdropyourlunch dontdropyourlunch Feb 25, 2015 12:38 PM Flag

    richlittle35, until and unless someone in a Fido cash only account releases some MNKD shares via the legal paperwork route, Fido has no shares available. Of course unless sometime during the day some short covers and returns some shares to Fido. You will have to call Fido if you want to get in line for some shares. The number they give is 800 544 6666. I just tried it, and that number wants your user id or ss number to get in easily. That means it's for account holders. Otherwise if you want in you likely will have to wait for the call to move you to a general means of getting to an operator or software guide to an operator.

  • dontdropyourlunch dontdropyourlunch Feb 25, 2015 11:51 AM Flag

    childers, if your money or stocks are in a margin account, they can definitely be loaned out at any time. When you signed up for a margin account, that is one of the items you grant your broker. They are all set up that way. Your stocks are in street name.

  • I can see on my Fido quotes they are charging 29% to borrowers of MNKD shares. I have not called to see how much of that they pay the owner of the shares. When they charged 24.75% it was about 17.5% paid the owner as I recall. At 29% I would imagine Fido pays 22.5% or so. Just think about this. For those shares in taxable accounts that are on margin Fido is getting all 29% of that money!! Most of the shares that will be loaned out of these IRA type cash accounts will be borrowed by market makers who will service their options customers.

  • dontdropyourlunch dontdropyourlunch Feb 25, 2015 2:14 AM Flag

    bullcall56, I don't want to loan out my shares either, and I own a Lot of MNKD shares. Yes, the shorts do have a problem in that Afrezza works much better with far less complications than almost anyone knew it would. It did not take that much work or due diligence to realize Afrezza, once dissolved, is identical to the insulin secreted by the pancreas, but it is secreted upstream from the lungs instead (that is even better for diabetics). That is not what Exubera was. So there was some chemistry and physiology to know, but for as many $$ as these shorts were betting they could have found people who would have explained it to them. How about they could have even gone to MNKD and tried sincerely to understand how Afrezza works. Maybe it's like Shaq says, "Analytics against me is going to lose everytime." Perhaps the shorts relied too much on FDA phase 3 trial data before making bet after bet. I've looked at maybe six or seven people (maybe more) on twitter who have gotten prescriptions for Afrezza who had never tried Afrezza, and from the first dose noticed consistent glucose control for highs and lows they never had achieved or thought possible. Their results are like Afrezzauser's results, but Afrezzauser appears to be more rigorous in his plan to push his control over his blood glucose.

  • dontdropyourlunch dontdropyourlunch Feb 24, 2015 10:08 PM Flag

    bullcall56, sometime last week I got another call (maybe the 3rd one in past couple of months) from FIDO offering me 17+ percent for my MNKD cash shares. This time I decided to let them email me the paperwork to see what the terms are. I have not read the documents yet, but I did ask the Fidelity woman who made the call to me what the highest interest rate she could recall for a stock borrow. She said she could recall 81% on some stock she could not identify. Also for those people who are doing calculations of how much money per day you might make, they divide your interest rate by 360 not 365 or some other number. You are getting that amount per day, and I assume it's a mark to the market each day you allow the borrow. These shares that you guys are loaning to your broker are going (getting loaned) to various market makers who are acting on their customers' wishes, and the customers are mostly expressing their opinion in the options market for MNKD. Of course some nutty broker might be loaning the shares directly to a hedge fund, but as stretched as most of them are I am dubious of that.

  • dontdropyourlunch dontdropyourlunch Feb 24, 2015 5:53 PM Flag

    rickandmark10, well doctor.stockpicker on this board said there are samples. He said the Sanofi rep did not have them on his office visit last week, but the rep told him he will bring Afrezza samples to him on his next visit. You can look up doctor.stockpicker's post on this board somewhere.

  • dontdropyourlunch dontdropyourlunch Feb 24, 2015 10:44 AM Flag

    joeblow180, you indicated you got a prescription for Afrezza in the past few days. How is it working for you?

  • dontdropyourlunch dontdropyourlunch Feb 22, 2015 3:29 AM Flag

    phorensicguy and biofellowtraveler, you should have corrected my mistake. It is a 40 mg/day pill needed to accomplish what a 1 mg/week injection yields in HbA1c reduction. So we need to multiply the pills by 7. (7 days/week) * (40 mg/day) = 280 mg/week. That's 280 times more semaglutide needed taking the pill than a single weekly injection. So this had better be a very low cost molecule with a low cost of manufacturing to get a go ahead for phase 3 trials.

  • dontdropyourlunch dontdropyourlunch Feb 20, 2015 7:52 PM Flag

    biofellowtraveler, I checked. These are phase 2 results. The same GLP-1 side effects were present. The most common adverse events were related to the gastrointestinal system, primarily nausea and vomiting, and diminished over time. Users of GLP-1s today know how that "diminished over time" is working for them. They had to use 40 mg in a pill to get the same 1.9% reduction of HbA1c as a 1 mg subcutaneous injection of the semaglutide (the GLP-1 which is already available today by injection). That means the bioavailability using the Emisphere delivery technology was quite low due to the digestive system's chemical reactions. Look up the number of warnings on these GLP-1s, and it is daunting even today with the subcutaneous GLP-1 version of this available today as a once a week injection.

  • Reply to

    Technically speaking

    by creditrescueny Feb 19, 2015 7:54 AM
    dontdropyourlunch dontdropyourlunch Feb 20, 2015 10:38 AM Flag

    bmcgoo_03, you are a pharmacist. Do you have anecdotal Afrezza prescription data from any of your pals at large commercial pharmacies or pharmacy benefit manager companies?

  • Reply to

    Is technosphere a gimmick?

    by charles_lacey2003 Feb 18, 2015 3:17 PM
    dontdropyourlunch dontdropyourlunch Feb 19, 2015 1:54 PM Flag

    brheavy, is Leone-Bay presenting at the RBC conference on February 25th? Anyone know?

  • dontdropyourlunch dontdropyourlunch Feb 18, 2015 2:41 PM Flag

    cherubspeak, I've run across old_brkr1's post several times in the past months. There is no doubt he is a negative and likes to pose negative oriented questions about Mannkind or Afrezza. It is not clear whether he just wants stock to move lower to buy at lower prices or whether he is short. No matter what, he's a productivity detractor for those trying to learn more about Afrezza.

  • Reply to

    Afrezza works great

    by tail220 Feb 17, 2015 6:58 PM
    dontdropyourlunch dontdropyourlunch Feb 17, 2015 10:16 PM Flag

    tail220, why did you decide to get your id today?

  • Reply to

    AFREZZAUSERs latest A1c = amazing!

    by bluhale Feb 17, 2015 3:27 PM
    dontdropyourlunch dontdropyourlunch Feb 17, 2015 4:00 PM Flag

    duh, clearly I meant 2003. Happy fingers I suppose.

  • Reply to

    AFREZZAUSERs latest A1c = amazing!

    by bluhale Feb 17, 2015 3:27 PM
    dontdropyourlunch dontdropyourlunch Feb 17, 2015 3:58 PM Flag

    charles_lacey2002 has tried to hijack charles_lacy2003 handle. Is this harden colton's mo now?

  • dontdropyourlunch dontdropyourlunch Feb 17, 2015 12:37 PM Flag

    hsingh96, the actual phase 3 trials of Afrezza for type 2 diabetics were done with all the type 2 diabetics on metformin. There were no injections in that phase 3 trial.

    However my hope is type 2 diabetics and their doctors take them off metformin when they move to Afrezza. At least they should try it, because metformin is a drug that will eventually make a type 1 diabetic out of a type 2 diabetic. Metformin impacts the liver, the pancreas, and the kidneys in negative ways, and I think the only reasons it has been prescribed for many years is that it is cheap and oral. It seems like it was a desperate attempt by doctors to be able to prescribe something oral for the huge number of type 2s who rejected the idea of injecting themselves with anything. Afrezza, real human insulin, is here now, and really should be tried alone for type 2s before mixing Afrezza with other oral or injected drugs -- unless there are some Really special circumstances preventing it.

  • dontdropyourlunch dontdropyourlunch Feb 17, 2015 12:19 PM Flag

    iama_genius, the buying company would be paying $30/share, assuming MNKD's board of directors (al mann mostly) agreed with $30/share, regardless of the short interest. In this respect your post does not make sense to me.

    Now if you are simply saying the shorts who were not hedged with options at lower prices would very likely have to pay a lot more than $30/share to replace their borrowed MNKD shares, I understand and agree with that premise. I don't see why this would have any impact on insider selling recently.

  • Reply to

    The Agony and the Ecstasy.

    by petere444 Feb 17, 2015 8:47 AM
    dontdropyourlunch dontdropyourlunch Feb 17, 2015 11:54 AM Flag

    wakecap, foxes play catch and release with lizards sometimes for hours before they kill and eat them. It looks like it is practice for their hunting skills. I have seen this with my own eyes several times.

  • Please notice the dot between doctor and stockpicker to recognize the legitimate doctor who posts real medical information here.

  • Reply to

    Needle adversity

    by doctorstockpicker Feb 17, 2015 10:09 AM
    dontdropyourlunch dontdropyourlunch Feb 17, 2015 11:12 AM Flag

    doctorstockpicker,I see you are trying to hijack doctor.stockpicker's handle. I wish those who responded had detected this. By the way it would be AVERSE not adverse in the context you used the word.

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