TRADING 14 SA FOR MNKD and MU

[TREND1]

12/12 MannKind Guidance Will Apparently Be As Clear As Mud


•Guidance is supposed to give analysts and investors accurate insights.

•Guidance without a known way to measure it is worthless.

•A shift in how metrics are measured muddies waters.


https://seekingalpha.com/article/4131280-mannkind-guidance-will-apparently-clear-mud?auth_param=1vat:1d2vo36:0086decac5c54b36bb2a880cfaceeb5a&uprof=51

[TREND1]

12/8 Spencer Osborne's Blog
Growth, value, special situations, momentum


MannKind - Revenue - Coca Cola

https://seekingalpha.com/instablog/175233-spencer-osborne/5083321-mannkind-revenue-coca-cola?uprof=51&isDirectRoadblock=false

[TREND1]

12/6 Spencer Osborne's Blog
Growth, value, special situations, momentum


MannKind Analysis Without Slander

https://seekingalpha.com/instablog/175233-spencer-osborne/5081934-mannkind-analysis-without-slander?uprof=51&isDirectRoadblock=false

[TREND1]

12/2 MannKind's Afrezza Scripts Dip On Holiday Week - Share Authorization Vote On Deck

•Afrezza scripts dip to 360 for Thanksgiving week.

•Script sales are tracking with my middle projection for the second half of the year.

•Special meeting to approve 140,000,000 more authorized shares is two weeks away.


https://seekingalpha.com/article/4129171-mannkinds-afrezza-scripts-dip-holiday-week-share-authorization-vote-deck?auth_param=1vat:1d25ghl:08416b934c471aedd0e7cac21b680ccd&uprof=51

[TREND1]

12/1 MannKind - Setting The Record Straight

https://seekingalpha.com/instablog/175233-spencer-osborne/5079940-mannkind-setting-record-straight?uprof=51&isDirectRoadblock=false

[TREND1]

11/30 MannKind - Technical Look


•Technical Trading has advantages and disadvatages.

•I like to look at 3 areas: EMA's, Support/Resistance, and Volume.

•I am initiating a mock investment with $1,000



https://seekingalpha.com/instablog/175233-spencer-osborne/5079122-mannkind-technical-look?uprof=51&isDirectRoadblock=false

[TREND1]

11/30 Could The FDA's Less Stringent Regulations Help MannKind?


•FDA Commissioner recently issued new guidance, making it easier for generics competing against EpiPen to gain approval.

•Technosphere epinephrine, if properly developed and promoted, can enjoy prompt approval (as well as substantial sales).

•The anaphylaxis market is currently dominated by Mylan’s EpiPen, but Technosphere epinephrine can change that.



https://seekingalpha.com/article/4128641-fdas-less-stringent-regulations-help-mannkind?auth_param=1vat:1d1v583:2e8d1ee07ef022e938d783acf01d8127&uprof=51

[TREND1]

11/23 An Integrated BioSci Research On MannKind Corporation: How To Unlock Value?


•The market is fraught with ongoing debates surrounding MannKind’s problems.

•The research discusses potential solutions to unlock MannKind’s value.

•The management should push for insurance coverage for Afrezza. Increasing sale reps are needed to get physicians to prescribe.

•Let us know your suggestions and we’ll send the management a letter.

•This is an example of a detailed Integrated BioSci Investing marketplace research.

https://seekingalpha.com/article/4127322-integrated-biosci-research-mannkind-corporation-unlock-value?auth_param=1vat:1d1d79m:28db8ea5c6271d960f5976f45838de62&uprof=51

[TREND1]

11/21 Exact Sciences, We Bid You Farewell


•EXAS share price more than quadrupled since the beginning of 2017. Time to take profit.

•EXAS has generated losses since its inception and expects to continue to incur losses in the near future.

•EXAS is currently valued at more than 27 times price-to-2017-sales, rather pricey for the molecular diagnostics industry sector.



https://seekingalpha.com/article/4126796-sold-cologuard-maker-exact-sciences?auth_param=1vat:1d18h27:bb41b36a79b3544547eed9f8b9a0cbb6&uprof=51#alt2

[TREND1]

11/20 Enanta Pharmaceuticals' (ENTA) CEO Jay Luly on Fiscal Q4 2017 Results - Earnings Call Transcript

https://seekingalpha.com/article/4126650-enanta-pharmaceuticals-enta-ceo-jay-luly-fiscal-q4-2017-results-earnings-call-transcript?auth_param=1vat:1d176lm:cf57de8ee06d7249a31db6917acd904d&uprof=51

[TREND1]

11/20 Enanta Pharma misses by $0.27, beats on revenue


•Enanta Pharma (NASDAQ:ENTA): Q4 EPS of $1.86 misses by $0.27.

•Revenue of $75.9M (+491.1% Y/Y) beats by $2.78M.


https://seekingalpha.com/news/3313610-enanta-pharma-misses-0_27-beats-revenue?uprof=51#email_link

[TREND1]

11/20 MannKind And Guidance


•Guidance is managements way of informing the street as to what can be expected.

•Hitting guidance is important to credability.

•Investment decisions and negotiations rely on guidance.


https://seekingalpha.com/instablog/175233-spencer-osborne/5074035-mannkind-guidance?uprof=51&isDirectRoadblock=false

[TREND1]

11/18 Exact Science: 40% Market Share?

•Positive factors are producing a fast growth in revenue

•Negative factors : lower performance and high cost.

•What can happen in the future and what is the TAM?


https://seekingalpha.com/instablog/581897-psalerno/5066096-exact-science-40-percent-market-share

[TREND1]

11/17 EXACT Sciences (EXAS) Presents At Jefferies 2017 London Healthcare Conference - Slideshow

The following slide deck was published by EXACT Sciences Corporation in conjunction with this event.



https://seekingalpha.com/article/4126024-exact-sciences-exas-presents-jefferies-2017-london-healthcare-conference-slideshow?auth_param=1vat:1d0uah3:25e0b6f054a0708c27f4793b45ccaa97&uprof=51

[TREND1]

11/16 MannKind: Insider Trading, Short Interest, And Catalysts, Oh My

•Management has had some interesting recent insider trading worth looking at.

•Are bears overplaying their hand as short interest is again peaking?

•Possible sales catalysts for the end of 2017 and beginning of 2018


https://seekingalpha.com/article/4125597-mannkind-insider-trading-short-interest-catalysts-oh#alt2

[TREND1]

11/14 Spencer Osborne's Blog Growth, value, special situations, momentum

Afrezza And Insurance


https://seekingalpha.com/instablog/175233-spencer-osborne/5071131-afrezza-insurance?uprof=51&isDirectRoadblock=false

[TREND1]

11/14 EXACT Sciences (EXAS) Q3 2017 Results - Earnings Call Transcript

Oct. 30, 2017 8:07 PM ET
|
About: EXACT Sciences Corporation (EXAS)


https://seekingalpha.com/article/4118298-exact-sciences-exas-q3-2017-results-earnings-call-transcript?part=single

[TREND1]

11/3 MannKind - Deferred Revenue, Revenue, And Cash

•Deferred revenue is a liability on the balance sheet

•Revenue is not a liability on the balance sheet

•The amount of money in deferred revenue is included in the cash reported


https://seekingalpha.com/instablog/175233-spencer-osborne/5070401-mannkind-deferred-revenue-revenue-cash?uprof=51&isDirectRoadblock=false

[TREND1]

11/10 MannKind - Afrezza Scripts And The Special Meeting

•Afrezza scripts flat at 440.

•For MannKind to meet its guidance it needs $3 million in net revenue over next 8 weeks.

•Your vote at special meeting is important.


https://seekingalpha.com/article/4123509-mannkind-afrezza-scripts-special-meeting?v=1510415501&comments=show

[TREND1]

11/8 MannKind Q3 Call - The Good, The Bad, And The Ugly

•MannKind will seek to double authorized shares.

•MannKind posts loss of $32.9 million or $0.31 per share.

•MannKind holds low end of guidance.


https://seekingalpha.com/article/4122463-mannkind-q3-call-good-bad-ugly?auth_param=1vat:1d06oes:5cb00dccce8d8715efcdbd3e817bf223&uprof=51

[TREND1]

11/7 MannKind Earnings On Tap - What We Know Going In

•Company Already reported that gross revenue will be between $2.6 million and $3.0 million.

•Company already reported that net sales will be between $1.8 million and $2.2 million.

•Afrezza scripts for the quarter were about 4,875.


https://seekingalpha.com/article/4121660-mannkind-earnings-tap-know-going?auth_param=1vat:1d03oft:b8764274cd3cbf31ebb87c26d5b85231&uprof=51

[TREND1]

11/6 MannKind Scripts Rebound - Why The Equity Is Volatile

•Afrezza scripts near 450 mark.

•Sales remain within my projections.

•Stock remains a trader's advantage.


https://seekingalpha.com/article/4121049-mannkind-scripts-rebound-equity-volatile?source=email_rt_article_readmore&auth_param=1vat:1d00p60:e95fffa5c75dfc669c06f48c4753e716&uprof=51

[TREND1]

10/31 MannKind Isurance Update

•Insurance coverage has not seen a material change since the end of July



https://seekingalpha.com/instablog/175233-spencer-osborne/5063747-mannkind-isurance-update?uprof=51&isDirectRoadblock=false

[TREND1]

10/30 MannKind: Afrezza Scripts Flat Into Q2

•Afrezza scripts come in at just above 400.

•Refill's see drastic dip.

•Q3 quarterly conference call will be November 7th



https://seekingalpha.com/article/4118010-mannkind-afrezza-scripts-flat-company-prepares-q3-conference-call#alt3

[TREND1]

10/24 MannKind: Debt Holders Are Bullish


•Restructured key near-term debt and debt facilities.

•Seeking Brazil approval.

•Key takeaway - MannKind's debt holders are betting on the company, so should high risk/reward investors.



https://seekingalpha.com/article/4115849-mannkind-bankruptcy-fears-fade-away?auth_param=1vat:1cuusf0:0ea2d75ae80bc0117614c4d721a6f064&uprof=51#alt2

[TREND1]

10/23 MannKind: The Proof Is In The Pie

•A recap of how productive the MannKind's marketing efforts have been for the latest 15 months under their tutelage.

•A cash burn rate that only a master arsonist can appreciate.

•Where have all the massive numbers of prescribing doctors disappeared to?

•An explanation for why the pie is missing a piece.



https://seekingalpha.com/article/4115601-mannkind-proof-pie?auth_param=1vat:1cusnjt:0e9c35c8f5d8e2baf85d951dc747f024&uprof=51

[TREND1]

10/20 With Afrezza Sales Flat, MannKind Needs Growth

•Afrezza scripts come in just above 400

•This week represents first week with new label in effect

•Cash situation not desperate anymore, but not ideal either


https://seekingalpha.com/article/4115189-afrezza-sales-flat-mannkind-needs-growth?auth_param=1vat:1cukln0:956119b0b9aa4d7c9b5d271b7bb11bbc&uprof=51

[TREND1]

10/16 MannKind - Script Sales Dip To Start Q4

•Script sales of Afrezza dip to just above 400.

•Potential cash infusion via dilution could allow for a slightly bigger marketing budget.

•Cash issue not as critical, but also not resolved.



https://seekingalpha.com/article/4113677-mannkind-script-sales-dip-start-q4?auth_param=1vat:1cu9dc2:3aff7ff71fb7182d21b2153df1e3269f&uprof=51

[TREND1]

10/10 MannKind Is A Trade Not An Investment;

•MannKind is moving up, but we still don’t consider it a strong investment.

•Imfinzi MAA was accepted for Stage III lung cancer.

•Onconova's rigosertib is progressing well.


https://seekingalpha.com/article/4112686-daily-pharma-scoop-mannkind-trade-investment-astrazenecas-imfinzi?auth_param=1vat:1ctpqf0:fac82bba8ca11e5c55095f60991c4816&uprof=51

[TREND1]

10/9 MannKind: Rise On Affreza Label Revision Acceptance

•Afreezza script sales rise to over 440.

•Script sales for the quarter come in at nearly 4,900.

•Stock has risen sharply on FDA acceptance of label revision


https://seekingalpha.com/article/4112400-mannkind-afrezza-sales-rise-along-stock-price?auth_param=1vat:1ctmrsu:5f5b5991d1659bdb2daf89591a41866a&uprof=51#alt3

[TREND1]

10/8 MannKind - Warrant Exchange Contract


https://seekingalpha.com/instablog/175233-spencer-osborne/5052635-mannkind-warrant-exchange-contract?uprof=51&isDirectRoadblock=false

[TREND1]

10/6 CHART OF ACC NEW SCRIPTS VS REFILLS 6 MONTHS
AFREZZA, the drug that most do not refill.

[TREND1]

10/6 MannKind Is In A Race It Can't Win

•I will provide extensive examples why MannKind's marketing can be easily differentiated from the truth.

•Charts will share clear evidence that MannKind's marketing isn't working.

•The results from the three official launches for Afrezza might surprise you.

•Aesop told us many years ago how this race is going to end.



https://seekingalpha.com/article/4112112-mannkind-race-win?auth_param=1vat:1ctfaej:99c0d6cf41342ebde5433828bceef53c&uprof=51

[TREND1]

MNKD

[TREND1]

10/3 MU

[TREND1]

10/2 Micron: The Endorsement Of An Icon

•Confirming this author's previously expressed view, Bill Joy, co-founder of Sun Microsystems, now a principal at Water Street Capital, advocates the hedge fund takes large, long-term position in Micron.

•Joy believes the stock's history of extreme whipsaws is over, and increasing proliferation of AI and machine learning assures consistent future growth for Micron.

•Memory production by competitors is constrained.

•Prospects of global memory oversupply as a result of Chinese government-backed production have abated in the near- to medium-term.



https://seekingalpha.com/article/4111163-micron-endorsement-icon

[TREND1]

10/2 Afrezza Gets Label Change - Is It What MannKind Wanted?

•FDA allowed update of time action of Afrezza.

•FDA allowed new titration language.

•Pregnancy language updated to meet current FDA standards.


https://seekingalpha.com/article/4111299-afrezza-gets-label-change-mannkind-wanted?auth_param=1vat:1ct723v:ad9477f1a1a5b52005e12bb6acf17cb1&uprof=51

[TREND1]

10/1 MannKind Corporation to Hold Investor Conference Call

https://seekingalpha.com/pr/16955721-mannkind-corporation-hold-investor-conference-call

[TREND1]

MNKD 10 MIN

[TREND1]

9/27 MannKind: FDA Label Decision Is Almost Here

Trent Welsh


•FDA decision scheduled for Friday.

•Short interest observations and implications.

•Cash position and possible capital raise after news hits.



https://seekingalpha.com/article/4109778-mannkind-fda-label-decision-almost#alt2

[TREND1]

9/22 MannKind: Afrezza Scripts Rebound To Highest Level Yet Under MannKind Control

•Scripts surpass 420.

•Record NRx and refills under MannKind control.

•Record gross revenue under MannKind control.



https://seekingalpha.com/article/4108918-mannkind-afrezza-scripts-rebound-highest-level-yet-mannkind-control?auth_param=1vat:1csaucv:e951c4d5c938e1b2b5c9ca6026c0d305&uprof=51

[TREND1]

9/14 MannKind Puts Focus On Pipeline

•The company is trying to show its pipeline is viable.

•CEO Mike Castagna has another presentation soon.

•Afrezza sales need to keep up a decent growth trend


https://seekingalpha.com/article/4106954-mannkind-puts-focus-pipeline?auth_param=1vat:1crl8qk:d0afe338e8f3463a4e34254fe77a5fd2&uprof=51

[TREND1]

9/13 MannKind: Their Technosphere Drug Delivery System - Hope Or Hype?

•A business model creating a cost of more than 9 times the money generated with each prescription being sold.

•A constantly changing business model for how they will expand their product pipeline.

•Merely hoping a word change on a drug label will alter the inherent flaw in their product.

•Nearly out of operating funds and they pick a fight with a company with massive cash on hand and a market cap of $5.0 Billion.



https://seekingalpha.com/article/4106439-mannkind-technosphere-drug-delivery-system-hope-hype?auth_param=1vat:1crid91:f776fa780b1dc7ddf297e354fa812b62&uprof=51#alt1

[TREND1]

9/11 MannKind Corporation's (MNKD) CEO Michael Castagna Presents at Rodman & Renshaw 19th Annual Global Investment Conference (Transcript

https://seekingalpha.com/article/4105856-mannkind-corporations-mnkd-ceo-michael-castagna-presents-rodman-and-renshaw-19th-annual?auth_param=1vat:1crdp48:b05628e79e0844c2054df072ba2a38f7&uprof=51

[TREND1]

9/9 MannKind - Afrezza Scripts Finish August Flat


•Scripts come in a bit above 380.

•Status of Chief Medical Officer in question.

•Hurricanes and holidays take wind out of sails.



https://seekingalpha.com/article/4105530-mannkind-afrezza-scripts-finish-august-flat?auth_param=1vat:1cr7s8n:bb7b155da7654935c274a867f6cfdf15&uprof=51

[TREND1]

9/1 MannKind: Afrezza Sales Bring In More Dollars; FDA Label Decision On Deck


•Sales of Afrezza improve slightly over last week

•FDA label could impact the stock as binary event

•Cash remains biggest overhang



https://seekingalpha.com/article/4103700-mannkind-afrezza-sales-bring-dollars-fda-label-decision-deck?auth_param=1vat:1cqjavj:8ac6f70aef9da331e495863ce3a5a127&uprof=51#alt1

[TREND1]

8/25 MannKind - Scripts, Marketing, And Clinical Trials

•Scripts show modest week-over-week growth.

•Assessing marketing efforts is important.

•MannKind files for pediatric clinical trial



https://seekingalpha.com/article/4101971-mannkind-scripts-marketing-clinical-trials?auth_param=1vat:1cq0oh6:019f6fc064d148e2ea7a5f14447f09f4&uprof=51

[TREND1]

8/18 MannKind - Scripts Rise, But Not Enough

•Scripts for week ending August 11 were at 370.

•Refills hit new high.

•Revenue well below company guidance.



https://seekingalpha.com/article/4100109-mannkind-still-highly-speculative#alt1

[TREND1]

8/8 Micron Technology Is Looking Cheap


•Micron Technology is a well known player in the DRAM and NAND memory space, with strong market share. They also manufacture sensors.

•The memory semiconductor and sensors industry is set for continued strong growth.

•Micron is extremely well valued on a 2017 PE of just 7.8, and a 2018 PE of an amazing 4.8.



https://seekingalpha.com/article/4096256-micron-technology-looking-cheap?auth_param=1vat:1cojgou:d00ee339392de59d9b91955e54bb799c&uprof=51

[TREND1]

8/8 MannKind's (MNKD) CEO Michael Castagna On Q2 2017 Results - Earnings Call Transcript


https://seekingalpha.com/article/4096149-mannkinds-mnkd-ceo-michael-castagna-q2-2017-results-earnings-call-transcript