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onwardskyward 27 posts  |  Last Activity: Apr 3, 2016 9:08 PM Member since: May 7, 2006
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  • onwardskyward onwardskyward Apr 3, 2016 9:08 PM Flag

    Even if your right its more of a reason WHY MNKD will come out with an actual go forward strategy that will include funding, partner(s) and other plans. Matt has had 3 months and now it becomes essential to get the ball rolling. Matt can't sit around waiting for the market to come his way, so I'm fairly confident we will be moving forward with substantial news this week.

    Sentiment: Strong Buy

  • Reply to

    international sales

    by edwardcohen25 Apr 3, 2016 2:09 PM
    onwardskyward onwardskyward Apr 3, 2016 3:08 PM Flag

    I always thought with Al's philanthropy in Israel he would have no problem pushing Afrezza thru very quickly. Even though it might not be a huge market it would have sent a nice message and an initial international deployment. Really expecting something this week that entails more then just Afrezza is back in our hands.

    Matt has had 3 months to put together a strategic vision and plan. He will have disappointed shareholders, if he doesn't deliver something substantial this week. Come on Matt step it up.

    Sentiment: Strong Buy

  • Though one day us longs will have a good tale to tell. Crazy how they sold this off all week. I mean a 10% pullback would have been normal, but taking it down over 20% with next weeks news is ridiculous. Well my prediction of a nice run on Friday doesn't look like its panning out. Have a good weekend and lets all hope Matt comes thru next week.

    Sentiment: Strong Buy

  • This was so obvious and they needed some breathing room on the short side. Had we stayed around $2 and then popped to $2.50-$3.00 the squeeze would have been big. Now we get news and we pop to $2 and they can start the games again. Still think we might get a nice run tomorrow into the weekend.

    Sentiment: Strong Buy

  • onwardskyward onwardskyward Mar 31, 2016 10:28 AM Flag

    They don't have a choice until they are done with the SNY relationship. Duct tape over their mouth as you would have heard from them long before on their dissatisfaction with SNY. I'm sure its been tough to keep quiet, but we will soon get a strategic direction update once this nightmare of a partnership is officially terminated.

  • onwardskyward onwardskyward Mar 30, 2016 2:00 AM Flag

    You are playing into their hands, so you are the fool. I'm over on iHub and get deleted many times. I was even banned to one post a day. It only makes me even more determined to persevere for the cause. Stay strong and continue to shed the light on the benefits of Afrezza.

    Sentiment: Buy

  • Reply to

    What MNKD needs to do but won't.

    by nialla44 Mar 28, 2016 5:01 PM
    onwardskyward onwardskyward Mar 29, 2016 8:33 AM Flag

    The problem with TV ads are the labeling issues. The whole delay was supposedly because SNY wanted to add reduced A1C levels to the campaign and get some labeling changes around issues related to lung cancer? Now this may have just been an excuse, but I'm sure it would be used in any court hearing over a possible lawsuit.

    My point is that the labeling, pricing and lack of education isn't the easiest issues to overcome. Plus the fast acting along with reduced A1C levels can't be heavily promoted. I'm still a big believer that Afrezza should be sold off to the highest bidder and that might only fetch $5 a share, but it would free up money and give MNKD the ability to move into other areas.

    Now if a BP really wants to partner and promote Afrezza, while running further tests to improve coverage and labeling that's great because we need some deep pockets. Its going to take another $1B to do it right.

  • onwardskyward by onwardskyward Mar 28, 2016 9:59 AM Flag

    Stock moved to fast and now you have profit taking along with shorts piling on new positions. Everyone cheering Matt, but reality is the dude still hasn't given us jack squat to work with at this point. It gets a little stale when everyone talks about some upcoming key date. I have heard more key dates with this company over the last 2+ years then I can count. 20K shares, but tired of waiting and its about time we were given some news on the go forward strategy.

    Sentiment: Buy

  • I've worked for several high tech start ups and no different then biotech start ups. The CEO's and founders always and I mean always think their company is worth so much more then the market is willing to pay. Last one I was at had an offer I negotiated for $150M and they turned it down. 5 years later they received $100M and reality they actually lost $100M because the other offer had a partial stock swap and that company's shares soared.

    Al had not factored in the FDA and BP along with the other nefarious happenings in this space. His old ways of dealing were now obsolete as he didn't factor in the power these companies have, while controlling the entire process.

    Now that MNKD is a bit on the ropes and doesn't have the same amount of leverage we will get a deal done. They need cash and they have a great product that BP wants, but at the right price. Al could have had $15 a share for MNKD. They will now settle for selling Afrezza for $5-$8 and take the rest of the company into other areas with their new partner. A deal will get done and Al's passing was probably the best thing for shareholders IMO

    Sentiment: Strong Buy

  • onwardskyward onwardskyward Mar 10, 2016 4:01 PM Flag

    Ditched it at the close just like everyday. Its like clock work and I guess not much you can do about it.

    Sentiment: Buy

  • Amazing we are holding up in a wild swing day. We usually get that take down near the end. I guess we still have 15 minutes before they close it at $1.20

    Sentiment: Buy

  • Problem we have now is a massive short squeeze move in the overall markets since mid-Feb has come to an abrupt halt. When China announces their exports declined 25% that's called a hard landing. Unfortunately for us shareholders nothing will be immune to more selling. Let's hope Matt has the goods and we get some real news next week and not just more Blah, Blah and Blah.

  • onwardskyward onwardskyward Mar 8, 2016 7:56 AM Flag

    With social media so prevalent I'm surprised Twitter, FB and Instagram to name a few isn't more highly leveraged by MNKD and their patients. The testimonials that initially came out were awesome. Why aren't all these patients contacted after the fact with free dosages and/or other incentives to share their stories online?

    Companies constantly promote the product thru these channels and we do such a poor job. Hell even an informercial with only testimonials and a lesson on how to dose with Afrezza? I know certain rules apply and maybe it just can't be done, but getting the information out is the biggest deterrent towards achieving success. I do think these clinics might be the answer. You could literally see thousands of patients in just a couple of clinics and that would clearly start a trend that would make a lot of headway. Also, why we can't get published any significant news by a few Endos reporting what they are seeing with patients would also be a big boost.

    We have lost a full year and the only benefit is we do have some early adopters from both a physician and user perspective. BP probably pushing those vacations to their doctors to sell their insulin rather then looking at new alternatives. Really despise SNY for their criminal conduct in this whole process and those trade rags that pounded us into the abyss. I still think we should take the $1.5B-$2B buy out for Afrezza and move on to new drugs. Believe me that type of deal is on the table. Its not the best solution, but it would clearly get the stock and company back on track. Plenty of other areas we can focus on with technosphere.

    Sentiment: Strong Buy

  • Reply to

    Company should be selling at 4X-5X revenues

    by onwardskyward Feb 20, 2016 1:06 AM
    onwardskyward onwardskyward Feb 29, 2016 5:32 PM Flag

    I've followed this one for a long time and it is a joke. Over priced even at the IPO and then they run it up based on being a Wall Street darling. This stock will end up in the teens it should just continue to grind lower over the rest of the year. People talking buy out are insane as nobody would pay much more then 2-3X rev, so it would be a buy out in the $25 range at best. In a good market the stock might get 4X valuation and that's in the $30 range. Even CRM is doing nothing after its one day pop and they at least made the number and slightly upped the guidance.

  • Reply to

    The Street is the worst publication ever

    by thickman99999 Feb 19, 2016 10:19 AM
    onwardskyward onwardskyward Feb 26, 2016 5:04 PM Flag

    They are trying to liquidate positions in this stock because it was heavily owned by hedge funds as they pumped it to $100. There is a large short position in WDAY, so the crooks are trying to squeeze the shorts to have the stock rise as they sell their shares. Next week will be fun as WDAY is a commodity based solution with little pricing power. They may fudge the numbers a bit which is the benefit of a SAS model, but guidance will still be bad. There is nothing unique about this solution and its nothing like PNAW or CRM which have proprietary technology.

    Sentiment: Strong Sell

  • onwardskyward by onwardskyward Feb 25, 2016 8:23 AM Flag

    The problem is that most of these deals are 3 year with a 1 year commitment. A customer can back out after a year, so that $11B back log is deceiving. I will say they have a good product and most people don't back out once they get it installed and running which takes considerable time and effort. Next quarter might look good but I just don't see the continued growth in the 25% range. CRM will eventually grow at high single to low double digits and that's why a 65 PE is ridiculous. Stock is fairly priced based on it being a typical MoMo Wall Street darling entity. If they can make money they are good.

  • onwardskyward onwardskyward Feb 24, 2016 8:27 PM Flag

    It was comical as Benny Hill Off pumping Fitbit and making fun of the Apple watch. Sounded like a carnival barker and as arrogant & obnoxious as ever. I loved the cheap shots at all his competitors and how they never lose a deal that they want to win. Like I said it was a good buy at $60 and now a good sell at $68. Pay a dividend and then we can talk some higher prices.

    Sentiment: Strong Sell

  • To close 9 figure size deals in the quarter as Benny Hill Off stated and you barely make the Non-Gaap earnings number while also barely beating revenue is pretty telling. What's in the pipeline for next quarter, if you stuffed it all in this quarter. Upgrading guidance was a fluff piece as all they did was move it to the high end of the current range anyways. Look good company and good products, but risk reward is not in favor of the longs. Buying at $60 and selling at $68 makes sense. JMO

    Sentiment: Sell

  • Reply to

    All about CRM tomorrow

    by onwardskyward Feb 23, 2016 7:29 PM
    onwardskyward onwardskyward Feb 24, 2016 4:38 PM Flag

    CRM earnings in line and raised guidance to high end, but overall their numbers were average at best. This should give WDAY a nice pop because of their cloud based solutions. It will be a great time to short into WDAY earnings. I called a short squeeze into earnings and that Bennyoff will give the sector some life. Good time to load up on puts after tomorrow's pop. I want low $60's and think we will see it tomorrow. No way WDAY has anything good to offer on Monday IMO

    Sentiment: Strong Sell

  • I wish Al would jump in with one more lifeline of $50M and that would be enough to stem the tide, while getting some negotiating leverage back in the hands of MNKD management. We all know the product works and it can be a game changer for many Diabetics, but its going to take time and money. Another $50M and that will give MNKD adequate time to find a international partner, while opening the runway into 2017. Come on Al this is your baby and you need to jump in one more time.

    Sentiment: Buy