TRADING 14 SA FOR MNKD and MU

[TREND1]

7/20 MannKind - Afrezza Television Ad Debuts - What Investors Need To Know


•Afrezza commercial aired twice on premiere of Reversed.

•Television advertising is a new medium for Afrezza.

•Investors need to consider how ads might impact stock.



https://seekingalpha.com/article/4089217-mannkind-afrezza-television-ad-debuts-investors-need-know?auth_param=1vat:1cn26kb:7f4a9877cd2f86d56ec459a0f25810cb&uprof=51

[TREND1]

7/18 Earnings Preview: Valeant Pharmaceuticals

•Valeant progressed in its turnaround by applying asset sales to lower its debt.

•Even an analyst downgrade failed to hurt VRX's stock price.

•Fair value updated.


https://seekingalpha.com/article/4088372-earnings-preview-valeant-pharmaceuticals?auth_param=1vat:1cms1gf:f61fa6db4aec9f21cf31ba4858a685c2&uprof=51

[TREND1]

7/17 Valeant: At Worst, A Good Catalyst Play

•Valeant Pharmaceuticals expects the FDA decision for Latanoprostene Bunod in August.

•For new investors, this may be an opportunity for some quick gains.

•For old hands suffering from the stock’s two-year depressive run, these are signs of better times.



https://seekingalpha.com/article/4088234-valeant-worst-good-catalyst-play?auth_param=1vat:1cmq954:a55cc18f6c84b7733efeb41778142367&uprof=51

[TREND1]

7/17 Mixed Feelings About The $190 Million Obagi Sale

•Valeant sold a California skin care business called Obagi.

•The market has started to take notice of the turnaround.

•What does this sale mean in the greater perspective?


https://seekingalpha.com/article/4088201-mixed-feelings-190-million-obagi-sale?auth_param=1vat:1cmq2pk:c26376544ae99b06db09b1b42fb3ca21&uprof=51#alt1

[TREND1]

7/14 MannKind - Afrezza Scripts Remain Above 300 As Company Announces New CCO

•Afrezza Scripts remain above 300 in holiday week.

•Company announced new Chief Commercial Officer.

•Cash monitoring remains critical.


https://seekingalpha.com/article/4087825-mannkind-afrezza-scripts-remain-300-company-announces-new-cco?auth_param=1vat:1cmi50u:c6ed22e6e342d9d378073869e52b1c0a&uprof=51

[TREND1]

7/12 Arena Announces Prospectus To Sell $150 Million In Stock

•Company will price $150 million offering.

•Underwriters can add on another $22.5 million.

•News comes after positive clinical trial results.



https://seekingalpha.com/article/4087200-arena-announces-prospectus-sell-150-million-stock?uprof=51&isDirectRoadblock=false

[TREND1]

7/11 So Many Promises And Now We Are Seeing The Final Results


•Why due diligence is important when competing against Wall Street gurus.

•The results and trends shown in the first two quarters of 2017.

•A discussion of the dire financial situation that MannKind is facing.

•A long list of examples for promises where MannKind can't keep their story straight for the investors.


https://seekingalpha.com/article/4087084-many-promises-now-seeing-final-results?auth_param=1vat:1cmat93:d4e542caaf41bedc90696f8dd6417ead&uprof=51

[TREND1]

7/11 JohnnyMoneymaker

This will easily hit $50+ by early 2018!


http://investorshub.advfn.com/boards/read_msg.aspx?message_id=132893684

[TREND1]

7/11 Arena Announces Positive Clinical Trial Results


•PAH drug Ralinepag meets efficacy targets.

•Safety data consistent with other drugs in the class.

•Stock up big in after hours.


https://seekingalpha.com/article/4086919-arena-announces-positive-clinical-trial-results?uprof=51&isDirectRoadblock=false

[TREND1]

7/10 Spencer Osborne's Blog
Growth, value, special situations, momentum


https://seekingalpha.com/instablog/175233-spencer-osborne/5009999-mannkind-deerfield-agreement-june-29-2017?uprof=51&isDirectRoadblock=false

[TREND1]

7/7 MannKind: Weekly Afrezza Scripts Leveling Off Above 300


•Afrezza Scripts dip slightly

•Q2 of 2017 has been the best quarter of the MannKind launch

•Scripts need to increase substantially to impress the street



https://seekingalpha.com/article/4086356-mannkind-weekly-afrezza-scripts-leveling-300?auth_param=1vat:1clvmk4:90b6d88d7047bd685355969db21398bf&uprof=51

[TREND1]

7/2 A Micron Super Cycle?

•Micron once again beat estimates and raised expectations. At least for now, however, it wasn't enough to start a new leg up.

•There are those that argue Micron is facing a super cycle in memory or, at the minimum, the cyclical nature is becoming more muted.

•We see some rationale in that view, but argue that investors need more proof in order to latch onto that idea.

•In the meantime, bulls and bears, the latter expecting bad news out of the memory markets anytime soon, are locked.

•Equilibrium between those that have large profits and selling and/or those that see the end of the cycle, versus those that see it as a super cycle and notice the low valuations.


https://seekingalpha.com/article/4085339-micron-super-cycle?auth_param=1vat:1clj4sf:cdfa663d7bebcb21a33a0109ea7e47ec&uprof=51

[TREND1]

7/2 MannKind - Afrezza Scripts Come Back Down After ADA Conference Bump


•Afrezza scripts drop to 336 for week ending June 23.

•Refills have a bad week.

•Cash runway shortens due to interest payment



https://seekingalpha.com/article/4085128-mannkind-afrezza-scripts-come-back-ada-conference-bump?auth_param=1vat:1clhl0f:0b535719ae6a98f338bc3531cd3cb973&uprof=51

[TREND1]

6/30 MannKind - Afrezza Scripts Come Back Down After ADA Conference Bump


•Afrezza scripts drop to 336 for week ending June 23.

•Refills have a bad week.

•Cash runway shortens due to interest payment.



https://seekingalpha.com/article/4085128-mannkind-afrezza-scripts-come-back-ada-conference-bump?uprof=51&isDirectRoadblock=false

[TREND1]

6/29 Micron Q3 beats estimates, OCF doubled on year; shares up aftermarket

• Micron Technology (NASDAQ:MU) reports Q3 results with EPS and revenue beats. Revenue growth primarily due to 14% increase in DRAM selling prices and 17% increase in trade NAND sales volumes.

• Non-GAAP gross margin was 48% due to lower manufacturing costs for NAND and DRAM and the lower selling prices.

• CapEx was $1.27B and Micron ended the quarter with $4.93 in cash and short-term investments. Cash flow from operations more than doubled on the year to $4.9B.



https://seekingalpha.com/news/3276401-micron-q3-beats-estimates-ocf-doubled-year-shares-aftermarket?uprof=51#email_link

[TREND1]

6/29 MannKind Renegotiates Debt Payment To Deerfield


•Company extends July $10 payment to as late as October 31

•Company negotiates exchanging shares for $5 million in debt

•Covenant for cash is reduced from $25 million to $10 million

•The renegotiation dilutes stock by nearly 3.6 million shares offered at a discount to current trading prices


https://seekingalpha.com/article/4084906-mannkind-renegotiates-debt-payment-deerfield?auth_param=1vat:1clahia:adbd0b0d207b66065ef0fb75a9fe3110&uprof=51

[TREND1]

6/29 MannKind Maxes Out Its Last Credit Card


•MannKind taps out the Mann Group credit line.

•The company increases cash by $19.4 million.

•MNKD no longer has $30.1 million credit line.



https://seekingalpha.com/article/4084765-mannkind-maxes-last-credit-card?auth_param=1vat:1cl9lfi:a6933063368403d1c583d1068b8e4f01&uprof=51

[TREND1]

6/27 Micron: I'm Betting Big

•Micron reports third quarter earnings Thursday.

•DRAM pricing is favorable and Micron will blow away estimates.

•I'm betting on post-earnings MU gains.


https://seekingalpha.com/article/4084302-micron-betting-big?uprof=51&isDirectRoadblock=false

[TREND1]

6/26 Rite Aid: Merger Is Sunk


•The FTC will make a judgement on the Rite-Aid-Walgreen's merger this week.

•A report is out that acting chief of the Bureau of Competition Tad Lipsky will recommend a lawsuit to block the merger.

•Lipsky was appointed by acting chief of the FTC Maureen Ohlhausen, indicating the merger will not proceed.



https://seekingalpha.com/article/4083915-rite-aid-merger-sunk

[TREND1]

6/25 Fred's and Rite Aid keep racing higher

Jun. 26, 2017 3:02 PM ET|By: Clark Schultz, SA News Editor


https://seekingalpha.com/news/3275581-freds-rite-aid-keep-racing-higher?uprof=51#email_link

[TREND1]

6/23 MannKind: Afrezza Sales See Best Result In More Than A Year

•Afrezza scripts approach 400.

•Spike in new scripts drives numbers.

•Refills still remain concerning



https://seekingalpha.com/article/4083569-mannkind-afrezza-sales-see-best-result-year?auth_param=1vat:1ckqhkn:e6ca0f2d03abf1673a9954fb47a77c55&uprof=51

[TREND1]

6/19 MannKind: Afrezza Scripts Above 300 - Can Sales Keep Climbing?

•Total scripts come in just above 300.

•Scripts have had a "see-saw" effect in the past.

•Company cash situation still unresolved.


https://seekingalpha.com/article/4082294-mannkind-afrezza-scripts-300-can-sales-keep-climbing?auth_param=1vat:1ckfh3l:64a3d2b52e3c083ecf054ec5e203cfe3&uprof=51

[TREND1]

ism data from WHS
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=132250685

[TREND1]

Shorts lose battles, but rarely lose the war

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=132249530

[TREND1]

Largest 50 companies by market cap

http://www.dogsofthedow.com/largest-companies-by-market-cap.htm

[TREND1]

6/14 Cash flow positive by Q4 2017

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=132189674

[TREND1]

6/13 MannKind - Afrezza Adverse Events Data Q1 2017


https://seekingalpha.com/instablog/175233-spencer-osborne/4999115-mannkind-afrezza-adverse-events-data-q1-2017?uprof=51&isDirectRoadblock=false

[TREND1]

6/13 MannKind Scripts Not Helping Cash Situation


•Afrezza scripts remain below 300.

•MannKind has only 4 weeks to figure out $10 million payment to Deerfield.

•Company is saying the right things, but the details still lacking



https://seekingalpha.com/article/4081146-mannkind-scripts-helping-cash-situation?auth_param=1vat:1ck092f:079d14ec598054438e5a5d728bc91cc1&uprof=51

[TREND1]

6/8 I do not see AFREZZA drop out rate falling very much.
AFREZZA will cause a MNKD BK.
It is just a mater of time. IMHO.


http://investorshub.advfn.com/boards/read_msg.aspx?message_id=132015970

[TREND1]

6/6 The rejection rate for AFREZZA is 95.5 per 100 for the last 10 weeks


http://investorshub.advfn.com/boards/read_msg.aspx?message_id=131940704

[TREND1]

5/30/17 Hypi sees a buy out by AMGN

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=131759835

[TREND1]

6/4/17 tx_farmer You say $10 by 12/4/17


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=131898834&txt2find=$10

[TREND1]

6/6/17 Hypi says $7 or $8 by 12/31/17

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=131962845

[TREND1]

6/5 MannKind - Afrezza Scripts Dip As Company Announces Deal For Brazil


•Afrezza scripts are below 300 per week.

•MannKind announces deal for Brazil.

•Cash remains critical concern.


https://seekingalpha.com/article/4078986-mannkind-afrezza-scripts-dip-company-announces-deal-brazil?auth_param=1vat:1cjbs9d:5b6496efec36dabb924fa5d8fb91a871&uprof=51

[TREND1]

DATA

[TREND1]

5/31 MannKind Promotes New CEO - Will Strategy Shift Happen?

CEO Matthew Pfeffer leaving company.

•CCO Mike Castagna promoted to CEO.

•Rose Alinaya will be acting CFO.



https://seekingalpha.com/article/4077610-mannkind-promotes-new-ceo-will-strategy-shift-happen?auth_param=1vat:1citgk5:93bcae423c7b0903ac22db5ce408cc0a&uprof=51

[TREND1]

5/30 MannKind: Scripts Dip, But Stock Moves On Technicals

•Afrezza scripts dip below 300 again.

•Cash situation remains paramount.

•MannKind Stock now at higher end of technical move.



https://seekingalpha.com/article/4077344-mannkind-scripts-dip-stock-moves-technicals?auth_param=1vat:1ciqtss:e397e99d94b906e6bb59f330553e96f0&uprof=51

[TREND1]

5/23 MannKind Contract With Amphastar

CONFIDENTIAL TREATMENT REQUESTED



https://seekingalpha.com/instablog/175233-spencer-osborne/4992182-mannkind-contract-amphastar?uprof=51&isDirectRoadblock=false

[TREND1]

5/21 MannKind - Afrezza Adverse Events Since Launch

I try to help readers by giving assessing data I collect and making components of that data available. Adverse events data is time consuming to collect, and this data has value as it is not widely distributed in a very user friendly way. Despite my better judgment, I will provide the adverse events data for free from product launch through Q4 of 2016. In the future, if a reader desires this data, I can point out to you where to buy it, or where you can obtain the raw data so that you can build the tables yourselves.

A few items of note:
•There have been hospitalizations
•There have been two deaths
•Many issues seem to indicate that the drug is not effective
•Coughs are common
•Lack of glucose control is common
•Ever since MannKind took over in Q3 of 2016, the event reporting has decreased. This could be that MannKind views what is reportable differently than other big pharma companies. MannKind is not very experienced in running a pharma company.



https://seekingalpha.com/instablog/175233-spencer-osborne/4991461-mannkind-afrezza-adverse-events-since-launch?uprof=51&isDirectRoadblock=false

[TREND1]

5/19 Afrezza: What Is Possible Vs. What Is Probable

•Afrezza scripts pass above 300 for the week ending May 12.

•At annual meeting MannKind speaks to Afrezza without a prescription.

•Cash remains critical issue with this company.


https://seekingalpha.com/article/4074826-mannkind-afrezza-scripts-rise-management-offers-investors-new-carrot?auth_param=1vat:1chug6f:799d8319c7ec31623d8013845d4e89ab&uprof=51#alt3

[TREND1]

5/18 Reading MannKind's SEC Documents Would Help Investors Preserve Their Capital

•Understanding the difference between public statements versus SEC documents that require more relevant and accurate information.

•Seeking to change how you score a game,during the middle of the game, is a good indicator you are losing the game.

•Twenty plus years of promises about expanding the TI platform has resulted in failure to deliver on the promises.



https://seekingalpha.com/article/4074453-reading-mannkinds-sec-documents-help-investors-preserve-capital?auth_param=1vat:1chrojg:055062b6cc07e9fc89d66f39a70b7510&uprof=51

[TREND1]

5/12 MannKind - Afrezza Script Sales Stable But Low


•Afrezza weekly sales remain below 300 per week.

•Refill data remains primary concern.

•Company already conducted quarterly call and annual meeting is a week away.




https://seekingalpha.com/article/4072692-mannkind-afrezza-script-sales-stable-low?auth_param=1vat:1chbs0r:4f26dcfe830de0fbea5afddb0182c19f&uprof=51

[TREND1]

5/12 Mannkind Q1: Nothing But Losses

•The first quarter had losses of $16.3 million.

•The company made more money selling bulk insulin than their inhalable drug Afrezza.

•With no improvement in sales, I don't know how MannKind can stem its losses from continuing.



https://seekingalpha.com/article/4072614-mannkind-corp-nothing-losses?auth_param=1vat:1chbheb:1f209c2fbcc6e4f8348f309ff84c9019&uprof=51#alt3

[TREND1]

5/11 MannKind Reports Q1 Loss - What Investors Need To Know


•MannKind reported a net loss of $16.3 million.

•MannKind finished Q1 with $47.9 million.

•Afrezza sales averaged about $375 per script.


https://seekingalpha.com/article/4072216-mannkind-reports-q1-loss-investors-need-know?auth_param=1vat:1ch945u:4e3ebe71f36934abb9f4c471c0d546d2&uprof=51

[TREND1]

5/11 MannKind Q1 revenue disappoints, shares down 15%


•MannKind (MNKD -14.7%) Q1 results ($M): Revenue: 3.0, Commercial Product Sales: 1.2, Bulk Insulin Sales: 1.8.

•Net Loss: (16.3) (+34.5%); Loss/Share: (0.17) (+41.4%).

•FDA decision on Afrezza labeling update expected by September 30.

•Investors are expected some daylight regarding Afrezza sales. Consensus view for Q2 and full-year are $2.8M and $28M, respectively.





https://seekingalpha.com/news/3266525-mannkind-q1-revenue-disappoints-shares-15-percent?uprof=51#email_link

[TREND1]

5/10 MannKind's (MNKD) CEO Matthew Pfeffer on Q1 2017 Results - Earnings Call Transcript



https://seekingalpha.com/article/4072017-mannkinds-mnkd-ceo-matthew-pfeffer-q1-2017-results-earnings-call-transcript?auth_param=1vat:1ch7mh7:5f1770e8745ebeaf0c4311262278c653&uprof=51

[TREND1]

5/8 MannKind Making Moves, Could Gain Nasdaq Compliance With Strong Close


•Stock had traded outside Nasdaq compliance for 10 days.

•A closing bid price above $1 per share will reset the compliance clock.

•The earnings call is two days away. Will the fundamental story change?



https://seekingalpha.com/article/4070802-mannkind-making-moves-gain-nasdaq-compliance-strong-close?auth_param=1vat:1ch1mv6:b5a32b1b52c69127ccdb8f5551704bbb&uprof=51

[TREND1]

5/5 MannKind: Afrezza Sales Still Low As Company Tries To Increase Outreach


•MannKind and One Drop may collaborate.

•Scripts remain below 300 per week.

•Refills remain a concern.



https://seekingalpha.com/article/4069746-mannkind-afrezza-sales-still-low-company-tries-increase-outreach?auth_param=1vat:1cgpgkl:f37d2f963407edaf90204739b37a7857&uprof=51

[TREND1]

5/2 MannKind Hopes To Reverse Fortunes With Television Show


•"Reversed" will air on Discovery Life beginning in July.

•"Reversed" is a reality show about diabetes.

•MannKind is the sole sponsor of the show.



https://seekingalpha.com/article/4068022-mannkind-hopes-reverse-fortunes-television-show?auth_param=1vat:1cghqo8:5e7a3e8bf51bd395aecbdaaf5adf1000&uprof=51

[TREND1]

5/1 MannKind: Mann Trust Executors Are Selling Massive Numbers Of Common Shares


MannKind is trading at a historical low price per share.

•Deerfield has converted debt equity into common shares that now can be sold into the market.

•As of today(May 1, 2017) it appears that MannKind no longer has a lease for their principal executive office.




https://seekingalpha.com/article/4067549-mannkind-mann-trust-executors-selling-massive-numbers-common-shares?auth_param=1vat:1cgf139:b0522cd4b576deea401788aa1143b6cb&uprof=51