Post by vissertrades on Sept 12, 2014 9:34:40 GMT -5
From CafePharma: Could SNY be accumulating MNKD shares ahead of HSR details? Are shorts being set-up like VW?
#1
Unread 08-24-2014, 12:28 PM
Anonymous
Posts: n/a
Default Sanofi to buy MannKind
Do you see the handwriting on the wall with SNY working hard to get the rollout started but at the same time buy or accumulating low cost shares of MannKind on the open market. Since the August 11th announcement there has been a steady daily accumulation of shares. This accumulation either by SNY or institutional buyers is evident of the belief that the product will be a successful addition to the Sanofi diabetes product offering. What time frame do you think a buyout from Sanofi will be announced?
Before product launch?
12 or more months after launch?
Sanofi accumulation would be a smart buy in move before having to disclose in future quarterly announcements. At some point they have to disclose their buying of shares it that is truly happening.
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#2
Unread 08-24-2014, 01:22 PM
Anonymous
Posts: n/a
Default Re: Sanofi to buy MannKind
Does anyone see the similarities to the deal that Sanofi did with Regeneron to perhaps be the same with the partnership with MannKind. Seems that the documents filed have not disclosed their filings in accordance with the HSR Act of 1976. Is there more to be announced before the end of 2014.
Regeneron Pharmaceuticals, Inc. (REGN - Analyst Report) recently announced that it has received a notification under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (HSR Act) from Sanofi (SNY - Analyst Report). As per the notification, Sanofi seeks to acquire Regeneron shares through open market and direct shareholder purchases. Sanofi is looking to increase its ownership in Regeneron above the HSR Act notification threshold of $500 million.
Investors have reacted positively to the news. Both Regeneron and Sanofi stocks were up 2.7% and 3.2%, respectively, on the news.
Sanofi and Regeneron have a long standing agreement as per which Sanofi will not acquire more than 30% of Regeneron's class A stock and common stock.
Sanofi and Regeneron collaborate on oncology therapy, Zaltrap (aflibercept). Last week, Sanofi and Regeneron received encouraging news with the European Commission (EC) approving Zaltrap. The EC cleared Zaltrap as a combination therapy (with 5-fluorouracil, leucovorin, irinotecan – FOLFIRI) for treating patients suffering from metastatic colorectal cancer who are either resistant or whose disease has progressed following treatment with an oxaliplatin-containing regimen.
We note that Zaltrap is already approved in the US for the above indication. The US Food and Drug Administration (FDA) approved Zaltrap for the indication in August last year. Approval of Zaltrap in the EU has boosted the drug’s sales potential. Less
#1
Unread 08-24-2014, 12:28 PM
Anonymous
Posts: n/a
Default Sanofi to buy MannKind
Do you see the handwriting on the wall with SNY working hard to get the rollout started but at the same time buy or accumulating low cost shares of MannKind on the open market. Since the August 11th announcement there has been a steady daily accumulation of shares. This accumulation either by SNY or institutional buyers is evident of the belief that the product will be a successful addition to the Sanofi diabetes product offering. What time frame do you think a buyout from Sanofi will be announced?
Before product launch?
12 or more months after launch?
Sanofi accumulation would be a smart buy in move before having to disclose in future quarterly announcements. At some point they have to disclose their buying of shares it that is truly happening.
Reply With Quote
#2
Unread 08-24-2014, 01:22 PM
Anonymous
Posts: n/a
Default Re: Sanofi to buy MannKind
Does anyone see the similarities to the deal that Sanofi did with Regeneron to perhaps be the same with the partnership with MannKind. Seems that the documents filed have not disclosed their filings in accordance with the HSR Act of 1976. Is there more to be announced before the end of 2014.
Regeneron Pharmaceuticals, Inc. (REGN - Analyst Report) recently announced that it has received a notification under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (HSR Act) from Sanofi (SNY - Analyst Report). As per the notification, Sanofi seeks to acquire Regeneron shares through open market and direct shareholder purchases. Sanofi is looking to increase its ownership in Regeneron above the HSR Act notification threshold of $500 million.
Investors have reacted positively to the news. Both Regeneron and Sanofi stocks were up 2.7% and 3.2%, respectively, on the news.
Sanofi and Regeneron have a long standing agreement as per which Sanofi will not acquire more than 30% of Regeneron's class A stock and common stock.
Sanofi and Regeneron collaborate on oncology therapy, Zaltrap (aflibercept). Last week, Sanofi and Regeneron received encouraging news with the European Commission (EC) approving Zaltrap. The EC cleared Zaltrap as a combination therapy (with 5-fluorouracil, leucovorin, irinotecan – FOLFIRI) for treating patients suffering from metastatic colorectal cancer who are either resistant or whose disease has progressed following treatment with an oxaliplatin-containing regimen.
We note that Zaltrap is already approved in the US for the above indication. The US Food and Drug Administration (FDA) approved Zaltrap for the indication in August last year. Approval of Zaltrap in the EU has boosted the drug’s sales potential. Less
? WTF is going on here? The only thing that makes sense is to manipulate the manipulators and set a short fire like VW. Management just sold at the "high" point mainly to offset taxes from their mega share win-fall so that stings a bit I'm sure but down 40% on a million + holding must suck! Point being that management is heavily vested in stock and "should" be concerned and mitigate this erroison of shareholder value...
