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Post by BlueCat on Nov 19, 2014 12:15:23 GMT -5
Would it make any sense for AM doing housekeeping to sell Afrezza to SNY, but then consolidate tech companies Technosphere and EYES?
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Post by dreamboatcruise on Nov 19, 2014 12:26:58 GMT -5
Seems unlikely they would hammer out such a lengthy partnership agreement to then turn around and do a different transaction making all that effort moot. Al doesn't seem like the type of person that would waste tremendous amounts of effort and money in that manner.
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Post by pmikeks on Nov 19, 2014 12:40:38 GMT -5
Seems unlikely they would hammer out such a lengthy partnership agreement to then turn around and do a different transaction making all that effort moot. Al doesn't seem like the type of person that would waste tremendous amounts of effort and money in that manner. Agree, I think Al will only sell after blockbuster status has been reached and Afrezza is a complete success. Otherwise his ten or so years of effort for minimal return.
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Post by novafett on Nov 19, 2014 12:59:39 GMT -5
Any thoughts on EYES as an investement opportunity? It's WAY up on it's IPO today, though i'm sure it'll settle down considerably in the near term.
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Post by BlueCat on Nov 19, 2014 13:19:38 GMT -5
Brilliant that he's done this.
But from an investment perspective, smaller addressable market than diabetes? I guess the amount of shares available is the determining factor on the pps.
Wonder if EYES becomes bait to get the sucker fish off of MNKD.
Ugh. In cat language, I'd be nervous about putting the tail next to the rocker.
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Post by BlueCat on Nov 19, 2014 13:22:28 GMT -5
Seems unlikely they would hammer out such a lengthy partnership agreement to then turn around and do a different transaction making all that effort moot. Al doesn't seem like the type of person that would waste tremendous amounts of effort and money in that manner. Agree, I think Al will only sell after blockbuster status has been reached and Afrezza is a complete success. Otherwise his ten or so years of effort for minimal return. Another possibility would be to combo EYES and MNKD, maintaining Afrezza partnership ... ? However, I would also suggest it takes two to tango. This isn't just all AM. SNY may have gone partnership first to hedge - on success, or even, on regulatory concerns. And since then, they are in a state of change and movement. They may decide the cost to not do it sooner than later is larger than the (wasted) investment made to simply form a partnership. And then there's that REGN example ... But rather than the question of BO, I'm wondering if it would make sense the EYES and MNKD combo. Both are bio tech, for sure. Economy of scale in operations, etc. Consolidates investment. On other hand, also consolidate risks .... Which may be why its kept separate and doing its own IPO today .... Just hypothetical-speculation-fantasy-team stuff.
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