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Post by slugworth008 on Jan 19, 2019 10:45:23 GMT -5
At this point the worst is over. MNKD now has control over their future. Scripts will continue to grow although slowly until further SOC changes happen. The UT deals provide a bigger market cap than is currently reflected in the pps. However, MNKD provides a huge risk to BP. Up until recently the general feeling was afrezza did not really work too good based on the studies. Now, when some one says this you give them the Libre and a "small" (4u) and you have them give it a try and prove what they are saying. They can't.
The bottom line is with CGMs, afrezza and the Libre numbers do not lie. There is no longer any hiding. At the same time, Mike has some breathing room and is sitting on the biggest drug in pharma history. MannKind is without a doubt the biggest threat to BP. We have technology no one else does. We have some of the most brilliant minds working with us. Al Mann is legend. Anyone that claims MannKind's technology does not perform the way we all know it does is either a Shill or a damn fool. This company's potential isn't limited by boundaries, it's limited by capital, capital, capital. MannKind + capital is the Shorts & BP crooks worse nightmare. I couldn't have said it better. Now where is that next cash cow gonna come from? |
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Post by stockwhisperer on Jan 19, 2019 10:57:17 GMT -5
MannKind is without a doubt the biggest threat to BP. We have technology no one else does. We have some of the most brilliant minds working with us. Al Mann is legend. Anyone that claims MannKind's technology does not perform the way we all know it does is either a Shill or a damn fool. This company's potential isn't limited by boundaries, it's limited by capital, capital, capital. MannKind + capital is the Shorts & BP crooks worse nightmare. I couldn't have said it better. Now where is that next cash cow gonna come from? That’s the $64 question. Good thing is, while it would be great to have more money now they should be in good shape through the end of this year and hopefully, at least into the first quarter to half of 2020. Catalysts should start hitting and w/all they have going for them, there’s every chance that they can get some other deals done that will bring in more money. |
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Post by kc on Jan 19, 2019 11:30:53 GMT -5
Rumors, Murmurs & Buzz said, yesterday, that Johnson & Johnson (JNJ) are in advanced merger discussions w/MNKD CEO & wrapping up bid. Seems, RM&B might just be a rag that hits tickers w/a dart and arbitrary puts interchangeable post it notes on them for entertainment. Just a day it two before their last two tweets, they said, MNKD CEO, to detail significant partnership agreement w/leading U.S. big pharma. Maybe there is more to RM&B - have no idea what their accuracy rate is, if they even have one. In any case, without a lot of detail, just in simple terms, what are realistic opinions of - dollar amount per share, MNKD would receive if they really did sell or merge - based on where they are trading at today ($1.40 range). Thanks. I'd be curious if their thrown darts have ever hit a bullseye. Any knowledge of a bullseye? J & J thru their Janssen division does have some Diabetes drugs. Not sure if there is any fit. www.janssen.com/products/Cardiovascular-&-Metabolism |
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Post by kc on Jan 19, 2019 11:41:22 GMT -5
I’m going with Nate’s 1-3b right now. As far as valuation. If there was ever a true leak, then the stock will run up. And then there would be a 35% premium on top of that, that’s just my speculation. And maybe a bidding war, I’ve been in stocks that’s happened to. I’ve been in stocks that have doubled on a buyout. After a big run up. The run-up most likely caused by the shorts getting out. Not always true. I was in a stock for about 24 months named Mazor Robotics. They went from about $15.00 a share up to about $78.00 a share. They had a partnership with Medtronics to sell their spinal robotic surgery equipment. Last year when the shares were trading about $45.00 a share Medtronics bought them at $58.50. Shareholders were not expecting a buyout that soon and at that low price. I would have thought a price closer to their high + a premium. But I was wrong. So much for a retail investor. The company was just starting to grow and monetizing their product and entering other areas of surgical treatment areas. I figured they would stay independent for about 5+ years but that was not the case. MDT purchased a 10% interest in that company in May of 2017. I made some money but was disappointed about the transaction as 6 months earlier they shares had been at $78.00. So a buyout situation might not get us where we want to be on MannKind. Today I would guess it would be about $10.00 per share. I would rather see MannKind stay independent but get a buy in of about 30% so that the company would be financially stable. Perhaps like the Regneron partnership. |
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Post by mytakeonit on Jan 19, 2019 13:23:32 GMT -5
Thanks kc ... I'll sell my MNKD shares at $78 ... and buy it back at $45 ... then sell it again at $58 ...
What? Yeah, I sold it too early and missed out on the 50 cents.
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Post by gamblerjag on Jan 19, 2019 13:34:54 GMT -5
Just getting to $8to $10 by the end of the year and staying at that level without retracing would put me at great ease knowing if buyout Did occur it would probably be 17 -$18 minimum. |
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Post by golfeveryday on Jan 19, 2019 20:04:02 GMT -5
I’m going with Nate’s 1-3b right now. As far as valuation. If there was ever a true leak, then the stock will run up. And then there would be a 35% premium on top of that, that’s just my speculation. And maybe a bidding war, I’ve been in stocks that’s happened to. I’ve been in stocks that have doubled on a buyout. After a big run up. The run-up most likely caused by the shorts getting out. that’s been quite some time now. Wonder what his current estimate is. |
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