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Olin Corp. Message Board

g_noh 596 posts  |  Last Activity: Jul 20, 2015 11:05 AM Member since: Dec 21, 2010
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  • g_noh g_noh Jul 20, 2015 11:05 AM Flag

    kevinmik,

    You usually provide good information and insight. Occasionally, however, you go off the deep end and make no sense. The Majority shareholder, Al Mann, has also seen the value of its initial investment 11 years ago diluted. How many biotechs haven't issued more stock to stay alive???? Equally important, would MannKind even be alive now if that Majority shareholder hadn't pumped in more of his own money after the initial investment? He not only lent money to the company, he also bought more equity in order to make subsequent stock offerings more palatable. And speaking of "destroying minority shareholder value," how does that happen without the majority shareholder losing even more.

    Bottom line, your comment that the majority shareholder is faring far better than minority shareholders is complete and utter nonsense.

  • g_noh g_noh Jun 14, 2015 3:47 PM Flag

    I completely agree that Matt should be sent ALONE, if they are going to send anyone. I cringe every time Hakan opens his mouth. As for clearing up one thing or the other, or reiterating something, I'm tired of that as well. The timing for the new applications, how the converts are going to be dealt with, etc, have been discussed ad nauseam. Sometimes the answer comes out clearly, sometimes less so, depends on who's speaking unfortunately, but, I think we all know the answers. So, enough.

  • g_noh g_noh Jun 14, 2015 12:55 PM Flag

    My view is that MNKD should stop making presentations. They seldom tells us anything new and always seems to give the naysayers ammunition with which to misrepresent and manipulate.

  • g_noh g_noh Jun 13, 2015 8:34 PM Flag

    It's important to also keep in mind that a drug company doing a superiority post-marketing study is like a lawyer asking a question. That is, never ask a question to which you don't know that answer. In other words, Sanofi already knows what the study is going to show, or else it wouldn't be doing it.

    Sentiment: Strong Buy

  • Reply to

    Where is new financing coming from?

    by clust3rduck May 6, 2015 3:34 PM
    g_noh g_noh May 6, 2015 9:26 PM Flag

    there's a very recent report by george rho on seeking alpha about kyth. he provides a link to a presentation made by management where they specify exactly how they are going to market the product, including a time line.

  • Reply to

    Where is new financing coming from?

    by clust3rduck May 6, 2015 3:34 PM
    g_noh g_noh May 6, 2015 5:24 PM Flag

    What you're missing is that the company raised money earlier this year and has no financial concerns. You should do a little research. At least read the company's recent press releases, if nothing else.

    Sentiment: Strong Buy

  • Reply to

    More Color on the Advertising...

    by g_noh Apr 27, 2015 11:24 PM
    g_noh g_noh Apr 27, 2015 11:26 PM Flag

    Sorry, forgot to provide the link.... bloombergdotcom/article/2015-02-12/a8la80Xn6RtQ.html

  • While we've all been complaining about the lack of action on Sanofi's part, they actually retained a world class advertising company Arnold Worldwide almost immediately after becoming MNKD's partner. See the following PR, The specifics are under Annex 1, Q3. Meaning the company was retained in last year's third quarter.

    My guess is most of the ads are ready to go and just need a go-ahead. Sit tight, stay strong, and definitely stay long.

    Sentiment: Strong Buy

  • g_noh g_noh Apr 27, 2015 7:59 PM Flag

    The contract for afrezza was actually awarded in 2014's third quarter. The follow press release is long but you'll find a one-line item under Annex 1, Q3..... bloombergdotcom/article/2015-02-12/a8la80Xn6RtQ.html

  • Reply to

    Thoughts on Hung Tran

    by tangojunto Apr 14, 2015 2:20 AM
    g_noh g_noh Apr 14, 2015 8:47 AM Flag

    Like you, I thought there was a lot in the article that didn't make any sense. I didn't bother to re-read because I doubt that would've made a difference. His comments about Cramer and others were nonsensical at best, with very little relevance to anything. As to his bottom-line sentiment about the stock, that too was contradictory. He's changing his position to neutral, but "While mystery as to the causes and behind the scenes working within Sanofi remained uncertain, we certainly will keep the majority of our holding in MannKind to sink with the ship, if it comes to that."

    If you're neutral on the stock, why keep the majority of your holdings?

    As far as I'm concerned, his long article really doesn't say very much.

    Sentiment: Strong Buy

  • Reply to

    You're all a bunch of babies

    by g_noh Apr 4, 2015 3:06 AM
    g_noh g_noh Apr 4, 2015 6:01 AM Flag

    I've tried to post a link to a television news story about Afrezza but having no success. Yiwen Nni has the link in a comment he left early this morning to Rho's latest article on SA. The news story was done April 3rd, in Illinois. Very good viewing.

    Stories like this will be playing nationwide soon enough. When that starts, will it really matter that there was a 50 scripts shortfall this week????

  • Are you going to buy and sell the stock every Friday after the weekly Rx numbers!!! The level of discourse here is so pathetic. It's a good number. No it's not. The number doesn't matter anyway. Yes it does. 250 would have been a good number. 200 isn't. Like 50 in the entire country makes a difference.

    If the number were 300, we'd all be buying more shares. With 200, we'll be selling. How ridiculous!!!! None of you should be investing in the market, let alone in the biotech space.

    Sentiment: Strong Buy

  • Reply to

    Message to Afrezzauser

    by g_noh Mar 15, 2015 11:48 PM
    g_noh g_noh Mar 16, 2015 5:17 AM Flag

    kepler,

    several is plural, you only gave one. like i said to mannontop, i sometimes worry about the company i keep as a mnkd long. scary.

  • Reply to

    Message to Afrezzauser

    by g_noh Mar 15, 2015 11:48 PM
    g_noh g_noh Mar 16, 2015 5:13 AM Flag

    mann.ontop2,

    it's posts like this that make me worry about the company i keep as a mnkd long.

  • Reply to

    Message to Afrezzauser

    by g_noh Mar 15, 2015 11:48 PM
    g_noh g_noh Mar 16, 2015 5:10 AM Flag

    shotledge,

    i think you've read way too much into my little post. i am perfectly happy with how the launch is going and have no doubt scripts will pick up along with production and awareness. the simple point i made was essentially that it makes me nervous when MNKD longs figuratively wet their pants whenever Afrezzauser makes an announcement. to be sure, i'm ecstatic myself, but it still makes me nervous to see the longs so caught up with one or two individuals. if you go to some of the diabetes related boards, you'll see some obvious investors give their stories about their connections to someone or another with diabetes and trying to lead them into trying afrezza. Their efforts are so painful to watch, and I get embarrassed as a MNKD investor. At the end of the day, I hope you're right that one individual won't be all that significant to the future of Afrezza and MNKD, good or bad.

  • Reply to

    Message to Afrezzauser

    by g_noh Mar 15, 2015 11:48 PM
    g_noh g_noh Mar 16, 2015 1:04 AM Flag

    brewman,

    shotedge himself says he stayed long because of Afrezzauser. you certainly can't think that his testimonials and those of other early adopters don't have an impact on market value. all i'm saying is that it's dangerous for any stock, especially one as fragile as MNKD, to be identified with any single patient. i'm not sure why this simple factual statement is viewed as heresy.

  • Reply to

    Message to Afrezzauser

    by g_noh Mar 15, 2015 11:48 PM
    g_noh g_noh Mar 16, 2015 12:47 AM Flag

    I thought I had put you on ignore a long time ago charles lacey macey or whatever you are. It's really sad the depths to which you creepy guys will go.

  • Reply to

    Message to Afrezzauser

    by g_noh Mar 15, 2015 11:48 PM
    g_noh g_noh Mar 16, 2015 12:45 AM Flag

    shotedge,

    Negative replies??? I don't know where you've come from but I've been long, maybe too long, for many years. As for his value to date, do I deny that in any way in the initial post? But if you don't think he is the face of Afrezza right now, you're fooling yourself. He gave the first testimonial at the advisory committee meeting. He's supposed to do an interview with a MNKD executive on May 7th. All the so-called celebrities that use Afrezza have interacted with him. Every stock- and diabetes-related board talks about him. Youtube has videos of him. Name one other person who's as associated with Afrezza as Afrezzauser. Given all this, as I said above, what happens if something happens to him?

    I really don't understand why you think I'm being negative. I'm not sure I really care either to your knee-jerk reaction.

  • I really appreciate all you've done to advance the cause of both diabetics and Afrezza but it worries me that one person is becoming so much the face of a drug that will undoubtedly affect different diabetics differently.

    If all continues to go well with you, fantastic, but I would hate the fate of Afrezza to rest so much on just one person. So, with all due respect, I think I would prefer your not being so out there and diluting your value. What would happen to Afrezza and MNKD if something were to happen to you? Not a happy prospect.

    Sentiment: Strong Buy

  • Reply to

    Why does the massive shorting continue......

    by zippy164 Feb 27, 2015 10:16 PM
    g_noh g_noh Mar 1, 2015 10:26 AM Flag

    the $100 million is convertible debt not warrants

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