I've appreciated some of your comments but have been frustrated by far more. You're like a petulant little baby always whining about one thing or another. When you whine, you also become a little ridiculous. Just in the comment that I'm responding to, how the heck does the company do something that doesn't serve the interest of all shareholders but benefit Al Mann when he's the largest shareholder by far.???? Anyway, I know there's no point trying to keep your silly typing fingers off the keyboard.
viagra was developed internally. lipitor came with the warner-lambert acquisition, which cost 50 or 60 billion dollars, don't recall the exact amount. it was a huge deal.
You seem to follow the obesity sector very closely. I couldn't find any recent developments on "Treat and Reduce Obesity Act of 2013." How would you gauge the prospects of any of the three - contrave, belveq, and qsymia - gaining medicare coverage anytime soon? I'm also wondering if you have any pricing data on the three drugs. Thanks. I agree with your assessment of OREX.
I'm not saying shorts don't generally do their homework but they're often also wrong, just like longs are often wrong. Shorts have been wrong on MNKD for eight points (or 400%), in fact they've gotten nothing right in the past three years. And Ackman, who has spent more than 18 months and $50 million doing his homework has been miserably wrong thus far on Herbalife. So, I wouldn't sell the shorts short but let's not give them too much credit.
Sentiment: Strong Buy
I don't mean to nitpik but pdufa was hardly a binary event. 95% of anybody who follows MNKD knew what the outcome was going to be, which explains why the stock didn't really do much following the EXPECTED outcome. Sales figure is going to be a binary event only if you're a trader who's going to make a buy/sell decision after the first figure is announced. Hardly a a sound decision when different drugs have different uptake trajectories. As for the stock price slide, it's up some 100% since the beginning of the year. How many stocks have you bought that went up every day? Again, the yes decision was expected, the price moved up in anticipation of the yes decision, and now the stock is waiting for new news. As for the market showing no confidence in the stock and the price movement of the past two days affecting negotiations, you really are a silly sluman. Stop watching the tape every 2 minutes and wait for the important stuff. Who cares what the stock does any particular day or two when there's no news other than the nonsense that comes from the street, motley fool, and a bunch of nobodies who know little worth knowing.
I think it's comprehensive and objective, perfectly timed too.
After reading the message board, and all the trashing of Matt, I was expecting a horrible presentation and Q&A. Having just listened to the entire presentation, I think you're all being overly sensitive.
In any case, could somebody confirm the 6 to 8 weeks. My notes show 5-6 weeks, and I don't feel like listening to the presentation again for the exact quotation.
To get a comprehensive understanding of MNKD, I would suggest you read George Rho's many articles on seeking alpha. I think most of the old-timers on the board would agree.
Sentiment: Strong Buy
I got a similar msg from Schwab but offering just 6%. I'm not lending a single share that helps shorts, and certainly not for a mere 6%.
adam is such a creepy jerk, i don't even worry about him. cramer is sleezier, i can't stand him. turn cnbc off as soon as he comes on.
it really is that simple. all this hand wringing and whining is getting very tiring. i fully agree with your assessment.
so this is what scared you??? i wonder if you even know what bioanalytical studies are or what OSI is. what do you think adcom meetings are for???? they are to discuss things of concern. there are literally millions of data being assessed, did you think everything was going to be perfect???
i just got done going through all roughly 460 pages of the MNKD and FDA briefing documents. Viewed in isolation, that is at the discussion of each individual topic, there's obviously some room for concern, particularly with respect to type 1. But if you look at the big picture, the odds of approval, for both types, remain as high as ever.
The big picture is, would diabetics be better off with the option to use afrezza? I think the answer is an easy yes. it may be marginally inferior to lowering a1c but it has so many other benefits.
as far as i'm concerned, all that matters is what happens tuesday and on april 15th. i don't care about the stupid headlines and the ridiculous stories, both published by know-nothing "reporters" and know-little posters on message boards.
relax and have a good weekend.