But what is guaranteed? 30.00 or 6.00? I doubt that the bank is going to sign a blank check for a risk that can't be quantified? I.E. they will guarantee 6.00 but not the appreciation that is unknown. If they did that they are basically taking on the entire risk of the short position.
I agree with you 100%. I have been saying for some time that MNKD has a tendency to run contrary to the over-all market. IMO they are using gains in other portfolio holdings as a hedge to short MNKD. If they start losing money in the over-all market they can't hold on to their MNKD short position.
I am not going to do this myself but I am curious to know a few details about it. The is 32.75 annualized? What happens if there is a huge run up in the stock while you have shares loaned out? Thanks I am just curious.
I agree with you Kevin. I don't believe they will bail either but even if they do it looks to me like social media alone will be sufficient to achieve the 84000 scripts need to justify our current market cap. (2000.00 per script, 68% margin). If they do leave by the time 2016 rolls around the bar wil be set pretty low to justify current market cap if we get 100% of the profits. Frankly afrezza do date is really selling itself.
I totally agree. I also think Sam conducted himself in exactly the way I would like to see us conduct ourselves. He tried to help the man. He didn't attack him.
Everyone has the right to conduct themselves in any way they choose. However, I would like to see us as the passionate MNKD COMMUNITY conduct ourselves in a manner that is both passionate and compassionate. I ask you. What if this guy is truly scared for his health and is actually reaching out to us in earnest looking for advice? How bad should we feel if that is the case?
Will we eventually get fake users posting bad experiences? Of course we will. Will we encounter users for whom afrezza truly isn't a good fit? Of course we will. For myself I would prefer to run the risk of showing compassion to a fake user than to accidentally attack someone in a true crisis. I am passionate about MNKD as an investment but I'm also compassionate and proud to be part of something that has the potential to change the world of diabetes for the better. I am positive that Al is more passionate about helping diabetics than he is about money. If we as a community conduct ourselves as a compassionate advocate for diabetics we will win far more customers, than we will expose fake users who in the end will have no real impact.
JMHO BEST TO ALL DIABETICS
I personally like Kevin. Some of his posts miss the mark but who among us is going to claim brilliance in ever post. Excluding Matisse of course, he always thinks he's brilliant. ;) My best investment to date, AMLN, witnessed a similar dichotomy in the taste for Kevin's posts. I expect MNKD to surpass AMLN, and I look forward to seeing Kevin in the future for other great investments. IMHO kev with his constant assertions of a buy-out is simply teasing the shorts with their greatest fear. It's kind of funny actually. ;)
Or his disease has progressed to the point where he is going to have to use desperate measures to stay alive let alone control his BG. Let's hope for the best for him.
I can't say in any way if he is legit or not. Nobody can. There will be some percentage of people that will not respond in the same way as the early responders we know about already. Having said that though the guy was very poorly controlled A1C of 9.5 before trying afrezza and the guy he talked to in Twitter is using insane amounts of insulin to get control (25U with meal plus 10U follow-up plus lantus). WOW. I want to say to both of them that perhaps the best use of afrezza, given the uncontrolled nature of both of their diseases is to us afrezza in combination with their current insulin therapy, not in place of it. I really think this would help them but I'm not an endo.
The real question: is this a cult long or a cult short stock? It looking more and mor like a cult short stock to me. They are either being greedy at this point or they are truly trapped. IMHO they are trapped or else they would have covered in the 3's.
Agreed slugworth. I do like today's action. It "appears" that a lot of effort to bring down the price is being met with significant resistance. I like it.
We will know Afrezza has arrived and is viewed as a real credible threat once we get bogus cancer risk studies being published. It will happen, but Afrezza will prevail. Simple logic points to a higher risk of long term health complications from inadequately controlled diabetes vs unfounded cancer risk.
Actually a comment by Hakan in, I think the last, investor meeting sparked last years run up did it not? "No more CRL's for Afrezza" Or something like that. Not big news true but it did spark a rally that lasted until after approval. Just saying. :)
1) Less Hypo events
2) Better patient compliance
3) Less diabetic complications due to lower average A1C
4) Fewer supply costs (syringes etc)
5) Less dependence on basal
Please add to the list. Is there any doubt that insurance will eventually be strongly behind Afrezza? The lower dependence on basal will also allow SNY to charge a premium for Afrezza.