BoA must return 9 M shares or else... Let's not forget

Fun part: Resident doom-sayer now bullish on MNKD, close above $3.25

end-of-quarter window dressing ?

Clear Benzinga FUD: author claims access to BigPharma Due Diligence team and pretends to have received confidential information on details of deal negotiation from them...

I agree that such a level of "creativity" smacks of desperation from shorts.

So true. Afrezza is a paradigm shift in diabetes treatment thru both its easy, needleless administration and its unique, physiological absorption profile.

Clear...

You wrote, "Sanofi wants to negotiate the highest price possible to achieve tier II coverage".

The inference is that Sanofi is quite smart in the current reimbursement environment.

You wrote, "Large scale advertising without full tier II coverage only creates a situation where patients are unable to get Afrezza, because they can't afford it yet under their current coverage".

Sanofi's best financial interest is to maximize the number of patients using Afrezza. Advancing DTC and insurance coverage hand-to-hand is the basic mean to reach that goal.

Sanofi is not stupid enough to undermine or destroy the value of a brand they are interested in. In fact, a Mannkind bankruptcy would undermine Sanofi's whole investment in Afrezza.

The usual result of FUD talks of bankruptcy is that shorts do their best to make money on the back of common shareholders.

$540 M construction financing is an interesting comparable.
PR dated Sep 15, 2015 Pretium $540 M construction financing, for those who prefer drinking from the source

time of public presentation irrelevant for 1:1 meetings as private meetings happen before and after...

further, happy hour doesn't matter when you are one of the big investors...

Good point! This number is far from shabby and is a good, solid stone upon which to build on (as said someone a long time ago

I believe the silent majority agree with you.

Shkreli increases 55 times price of 62-year-old drug, standard of care for life-threatening parasitic infection...

Drug Goes From $13.50 a Tablet to $750, Overnight (New-York Times)


Martin is such a perfect example of the ethical behaviors that give such a negative image of investing

Shorts eating their own medicine, I love it !

easy FUD: using Jun 03 LA Time article on Sep 18 without mentioning the date to make pretend it has just been published despite it being 3 months old...

I agree mis-information is a key tool for those shorting MNKD.

Afrezza reduces hypoglycaemia compared to insulin aspart in type 1 patients: good news for patients and help with formulary placement.

Reduced hypoglycaemia is observed with inhaled insulin versus subcutaneous insulin aspart in patients with type 1 diabetes mellitus

Thanks to mnholdem on proboard for the link

No one commented on C$0.97 conversion, 31% above yesterday's C$0.74 close.
"non-tranferable, payment annually in arrears, 3-year term", friends of NioCorp at work here...

Nice !!

Cradle killer valuation: Tremont 50% for $20M, option signed Jun 2014

Cradle Secures US$20M To Fund Panda Hill Niobium Project

Being in Tanzania must help with permitting but I am not sure about operational risk (mining and export) as we are close to Al-Shabab's affected area...

Niobec abandoned its planned expansion in Mar 2015, after being acquired

Niobec sales was always financial not operational in my opinion

Magris canceled Niobec's expansion project in March

Amusingly, the later was already a response to you last May on the same question...

I use fake longs as contrarian indicator: The louder their bellows, the more they confirm MNKD is onto something good...

Sanofi's directional need for Afrezza,

Sanofi announces pact with Evotec to develop new diabetes treatments
Still at research stage, 7-10 years away from market...
OOPS! Sanofi needs MannKind's Afrezza.

AstraZeneca teams up with Evotec to develop diabetes treatment
OOPS! AstraZeneca wasted its chance and is too late, it can't access MannKind's Afrezza.

Google Life Sciences and Sanofi collaborate in fight against diabetes
Monitoring with glucometers complements diabetes treatments.

New research reveals diabetes affects diaphragm differently, compared to previous findings
"Diabetes is known to cause breathing problems in patients who fail to maintain a healthy weight, with treatment often requiring aerobic and endurance training."
Let's recall that many type 2 diabetics are overweight and that breathing problems are endemic in overweight and obese.
OOPS! Overweights and obeses need to exercise.

Jul 15 news... pure FUD on Sep 3 without original date mentioned.
proof: eur97.40 was close on Wed Jul 15...

mining less because you recover more creates value, see slide 21

Good luck getting financed in Russia:
Rosneft requested $49 bil in help from Russian government in late 2014, trimmed that to $4.3 bil for 5 projects, and just got 1 financed, this despite its inside connections...
See yesterday's Financial Times: Moscow snubs Rosneft funding plans:
"The decision to refuse all but one project reflects the growing pressure on Russian government resources as oil prices slide to six-year lows. "


"Technoinvest Alliance, one of Russia’s largest producers of rare earths is considering investing up to 13 billion rubles (US$320 million) in the development of Zashihinskoe rare earth metals field ../..
As part of the project, the investor plans to build a 171 km-long road and a power line. The cost of the road itself is estimated at rubles 2.75 billion.
Due to this, Technoinvest Alliance hopes that part of the funds for the project may be provided by the Russian government."

Well said, I concur.

Feuerstein's attack pieces come like clockwork with their usual disinformation and twisting of truth...

Thank for sharing Matt's response !

Correction: More problems to other SGLT2s NOT Mannkind

Jardiance has an insignificant 4% share of SGLT2 market with $25 M in h1 2015 US sales...

Still in mice yet "not far away"... Interesting FUD

Afrezza is far from being threatened by that kind of competition !

Key: "injectable insulin most difficult part of regimen"

"most difficult part" means reluctance to initiate insulin and delay in controlling one's blood glucose.
"most difficult part" means weaker adherence to insulin regimen and non-optimal glucose control.

Both result in increased damage caused by uncontrolled blood glucose and worsening of diabetes...

Afrezza is perfect to help those patients control their blood glucose.

Great find Phaeton !

What year Exubera launch? Are market conditions sames? How patient acceptance/ ease of use compare?

Retrophin files $65 M lawsuit against Martin Shkreli.

For newbies, Shkreli manipulated the FDA into delaying Afrezza approval, thus artificially creating gains in his short MNKD position.

Remember all, what goes around comes around...

Retrophin complaint against Martin Shkreli 8K

Great positive support by convertible holders: $32 M could still be exchanged by Sept 30.

Interestingly, the clock is on for BOA to return its 9 M loaned shares as these are new ST notes...

2 great studies just published in Diabetes Care, the journal of the American Diabetes Association for clinicians.

Very important to have peer-reviewed articles to discuss during physicians visits so as to educate them...

In the type 2 article the message is adding Afrezza to failing orals allow for better postprandial glucose control and reduced A1c without wight gain usually caused by insulin.
A great message when you are a physician and your type 2 patients are failing oral treatment...

Deerfield should start to regret flipping half of the 9.5 M CS it acquired in May's PO for a bare 5-10% upside...

Otrexup up, Epipen up, testosterone forward, sumatriptan forward...

Nice !

smart long !

death spiral to shorts !!!

Management goals of dealing with convertible were 1/ mini dilution, 2/ focus extension on fundamental longs, 3/ make sure 9 M CS loan to BOA is returned (taking the carpet out of under shorts' feet)...

Note: MNKD employees shares not available for lending to shorts...

Approved major promo spend/ detailing for q3/q4...

Entering formulary coverage inclusion period (many MCOs not discussing before 6-12 months post launch)...

Capex should come down: rebates expected on mining equipment as big miners such as Rio Tinto cutting theirs.

All biotechs down today, MNKD better than IBB...

Great find ! Can't wait for Monday's call.

Nasdaq continuing listing requirement $1 PPS, beware FUD

Nasdaq continuing listing requirement

Nasdaq Global Market continuing listing requirements: $1 PPS and $50 M market cap sufficient, easily met by MNKD...

Breaking news: S&P500 Frontier Communication a penny stock as per your selected definition...

Nice badge of honor given to Mannkind: seeing it as S&P 500 component !!