Stock Pick - MNKD

what is the question, is this for me?

We got leveled as a result of Sanofi conf. call and the usually venom articles by Adam Feuerstein.

Still hold all shares LONG.

Made some trades on dips this week, several good ones and ones extremely bad one when we went from 3.43 to 3.08 in short order and down 60 cents on day, got stopped out on margin.

Gonna wait as long as I have to.  I believe in Al, the tech, and product. Game changes so market manipulators and competition doing what they have to do to keep this down.

Not sure what you think is going to reverse these constant, negative sales trends.

Sanofi has you by the balls, if things dont improve and they get sick of this then what do you think happens to this company?

Sales have been going up for afrezza.  They have not even had a commercial yet and I think sanofi sand bagging until label change. Until they turn it on there going to rip apart this price.  I think it will turn around.  

How many of the user testomonials have you read so far?  If you have you'd probably not be asking what will eventually lead to teh rise

Also, there is the whole insurance review process that takes place after 1 year.  Once the yr is up Insurance companies tend to reassess their lists and move drugs to a more covered state after 1 year

What you should be concerned about most is Sanofi and their obvious unhappiness about the state of affairs.

They hold all the cards, the only thing that matters for the stock is sales and the relationship with Sanofi. 

All other insurance this, testimonials that are not what you should focus on. If the same trends continue, it is of large concern.

I hope you guys make out on this...but trends are bad for sure.

Not the first time I been on the wrong side runnin uphill, eg. North Illinois m.l. Last nite...  I got most my net worth,700 large frankies here.this is gonna be a sweet run to 8 bus.by summer time

You probably no more about the overall market then me, sure you've done alot in your years and had success but highly doubt your in tune much w/ this play like I am.

User experience and social media is teh only reason we have any sales right now. Its huge.  Word of mouth. They have not ran a commercial even for it.  They have not fully launched any sales because they have slow played this so that they can get a better label in place, insurance in place, etc.  Then boom. 

Al Mann spent 10 years and billions bringing this to market.  Do your research.  He's brought a ton to fruition. He's all about helping people. The company bares his name. Hired the best to due DD on partner. Found teh best diabetes company in world. I'm sure in some form, some behind the scenes hand shake he ensured they execute according to a plan.  Sanofi/Mannkind meet regularly. They have a plan of attack.  I hope every a hole shorting gets fried.

Thanks for your input.

Currently holding 39,380 shares in total.  Bought 5 K today at 2.81.

CEO canned last week.

Al Mann @ 90 years young in charge.

Sanofi still slow rolling the roll-out.  No commercials. No foreign approvals. Sam script counts consistently every single week for 6 months.  All on purpose.  My opinion, Mannkind fully aware of how Sanofi was going to play this.  Al too bright to get hosed.  

Looks ugly now.  We will see. Going to sell some TWTR if we get into 1s.  Its only stock I own that I can sell and likely get back in same or cheaper.

CEO canned last week.

Al Mann @ 90 years young in charge.

Sanofi still slow rolling the roll-out.  No commercials. No foreign approvals. Sam script counts consistently every single week for 6 months.  All on purpose.  My opinion, Mannkind fully aware of how Sanofi was going to play this.  Al too bright to get hosed.  

Looks ugly now.  We will see. Going to sell some TWTR if we get into 1s.  Its only stock I own that I can sell and likely get back in same or cheaper.

Added today at $1.57.

Product works. Enough said. 

I'll stick with Al, an FDA Approved drug, a user community that loves it and TS Application 

Same people from the 5's, 4's, 3's saying the same things.

The stock price action is telling you something different.

If Sanofi wants this one in BK they can do it easily and have high claims on all assets.

Too much debt, too little cash, no control or options..sounds like a rough ride.

I hope you guys that paid 50-70% higher are able to lower your average costs down here in the mid 1's.

I bought in 1s and 2s years ago as well as much higher after that.  Sold once made 20K.  Started this thread in 5 range, saw it double held.  

I got in this for long haul. WS scum taking down and they will ride back up Short funds making their bucks because they can

I lose I lose.  Big risk, hope big reward.

People were telling all those people in KBIO the chart and price movement suggested a no buy when they were grabbing shares at 10, 5, and 2 bucks or less, went to 30/40 in a few days.  

Maybe I underestimated al mann and his billion dollar dream for afrezza.  Sanofi commercial leaked. They arn't going anywhere. I'd say its bad business to f w/ an industry man like Al.