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Post by dstevenson on Jan 27, 2015 16:49:28 GMT -5
I know this board will not believe me, but I have to suspect that there is a huge deal brewing, and has been brewing for a long time. It is the only explanation for the silence from MNKD ever since FDA approval. It makes me believe that SNY is in charge of things and the license deal was only put together as a quick bandaid to get Afrezza rolled out. You know the previous Al would be all over the media right now. He has worked hard to get Afrezza to market and he deserves his credit, I think the old man is being shut out by SNY because of a deal that will come shortly. I just cant see how Al will not annouce that Afrezza is for sale, they worked for almost a decade to get this thing to market and here it is and not a single word....from anyone.
This is a maze approach and really thinking outside the box to put things together, but things are in place.
I also believe SNY was the partner MNKD was going with all along. Greenhill was hired for the BO process.
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Post by bradleysbest on Jan 27, 2015 16:54:32 GMT -5
There are many who feel the same way as you do.......
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Post by otherottawaguy on Jan 27, 2015 16:57:38 GMT -5
I feel as well that something is brewing, just not 100% sure its a buyout. Buyout of Afrezza, maybe, but as Matt reiterated they are looking to put the next TI products before the board in Feb, which kind of smells of that Mannkind Technologies issue that has been discussed.
OOG
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Post by dstevenson on Jan 27, 2015 16:58:56 GMT -5
i think there are a lot more people not thinking the way i do then belivign in the way i do. like a 15/85 split
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Post by kc on Jan 27, 2015 17:04:26 GMT -5
I still say its a buy in by SNY like they did with Regeneron and ALNY.
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Post by dstevenson on Jan 27, 2015 17:06:18 GMT -5
they are limited in buying in 5%
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Post by goyocafe on Jan 27, 2015 17:13:30 GMT -5
I feel as well that something is brewing, just not 100% sure its a buyout. Buyout of Afrezza, maybe, but as Matt reiterated they are looking to put the next TI products before the board in Feb, which kind of smells of that Mannkind Technologies issue that has been discussed. OOG Words that will always ring a sound of dissonance are those spoken by Matt when he talked about possible minor dilution, back in 2011. What truly resulted was massive dilution to the tune of about 25% if I recall. The numbers here are not what matters; it's that fact that Matt is more than capable of moving facts around in a way that he could argue are factual, but far from accurate. They did dilute, and the size of the dilution would be a matter of interpretation. I see his, and Hakan's, statements about taking the next string of products to the BOD in February fitting this same construct. They're going to take something to the board, and it may be a list of potential drug candidates, but they aren't telling us that it will include a package deal with one or more interested parties. Perhaps this time, the bent truth will be in our favor. That's my take on how this team has managed their communications with its shareholders. |
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Post by ezrasfund on Jan 27, 2015 17:13:40 GMT -5
I agree that SNY was the partner all along, but I believe that became a problem for MNKD because they therefore had no leverage in the negotiations. I think they hired Greenhill to say to SNY that they could go elsewhere if they didn't get a fair deal. I still believe that sayhey44 has some inside insight into what is going on, and he firmly believed that Greenhill's earlier work with Novartis meant they were trying to craft a deal. As we all know, you need to be able to walk away from a deal, or you have no leverage.
As for the buyout, it may be in the future, but not in the near future. I would be interested in hearing about other cases where such a complex and successful (that's an underlying assumption of the buyout discussion) deal was crafted and then immediately trashed. (or should I say superseded?) Also in a very candid moment when questions were asked at the annual meeting, Al said that there had been no discussions of a buyout and that he had never shopped any of his companies, but he said he would always entertain offers. Of course he must believe that the offers would be significantly higher after Afrezza proves to be a blockbuster. And if I hear him say once more that this will be the most successful drug of all time...
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Post by dstevenson on Jan 27, 2015 17:15:29 GMT -5
I feel as well that something is brewing, just not 100% sure its a buyout. Buyout of Afrezza, maybe, but as Matt reiterated they are looking to put the next TI products before the board in Feb, which kind of smells of that Mannkind Technologies issue that has been discussed. OOG I think SNY will take over Afrezza and OWN it by paying a price and royalty. MNKD Technologies will split off and try to find more application. I read these ideas here on this board so this is not my original idea but I feel this is the most likely situation. It could be given the difficulty and structruing the deal that makes silence needed here. I can see SNY paying anywhere from 25-35 for just Afrezza. So there will be some tricky split here. It'll really mess with my options as well as now I'll have to sell double the options I assume. |
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Post by biotec on Jan 27, 2015 17:43:25 GMT -5
I think you all are speculating (dreaming)way to much!Afrezza just hit the market, We still have a big hill to climb for this to be a blockbuster. Yes the PPS has gone up but allot of people are acting like a kid on XmMas morning (folks its only in the low 6's) Who thought with FDA approval,big partner almost 7 months since approval already loaunched we would be in the low 6,s?.Sanofi is in control why would they buy out Afrezza anytime soon? Sanofi has time to see if this is going to sell in the first place.Companys have time to see if T1 is going to work. JMOA Bio
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Post by suebeeee1 on Jan 27, 2015 17:45:29 GMT -5
I feel as well that something is brewing, just not 100% sure its a buyout. Buyout of Afrezza, maybe, but as Matt reiterated they are looking to put the next TI products before the board in Feb, which kind of smells of that Mannkind Technologies issue that has been discussed. OOG I agree with you also. Besides, there is no room in Danbury to run Afrezza and anything else. I bought SNY when it was down in order to benefit from the bounce once they buy Afrezza after proved concept sales. I'll happily own even more when it merges. AND...I'll own shares of MNKD Technologies. Good times! |
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Post by dstevenson on Jan 27, 2015 17:50:43 GMT -5
I think you all are speculating (dreaming)way to much!Afrezza just hit the market, We still have a big hill to climb for this to be a blockbuster. Yes the PPS has gone up but allot of people are acting like a kid on XmMas morning (folks its only in the low 6's) Who thought with FDA approval,big partner almost 7 months since approval already loaunched we would be in the low 6,s?.Sanofi is in control why would they buy out Afrezza anytime soon? Sanofi has time to see if this is going to sell in the first place.Companys have time to see if T1 is going to work. JMOA Bio SNY was the company that sold the bong to PFE. Yet they want back in on another inhaler? This is their field, they own this field, they want to OWN MNKD, not 65%. Yes they will need to see sales number, and they honestly I dont know how buyout's work and what not but it'll be dumb of them to buy us out now at Al's price of say 25-45 for Afrezza(pure speculation) thats 5-899% of its current value, that'll be too crazy, they may have to wait for sales number to hit to make sure the streets can justify them buying us closer to a 1-200% premium |
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Post by dreamboatcruise on Jan 27, 2015 18:09:24 GMT -5
i think there are a lot more people not thinking the way i do then belivign in the way i do. like a 15/85 split I suspect you're right with this post. ( I would have disagreed with the prior one... but I thought I'd be positive  ) |
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Post by biotec on Jan 27, 2015 18:29:28 GMT -5
I think you all are speculating (dreaming)way to much!Afrezza just hit the market, We still have a big hill to climb for this to be a blockbuster. Yes the PPS has gone up but allot of people are acting like a kid on XmMas morning (folks its only in the low 6's) Who thought with FDA approval,big partner almost 7 months since approval already loaunched we would be in the low 6,s?.Sanofi is in control why would they buy out Afrezza anytime soon? Sanofi has time to see if this is going to sell in the first place.Companys have time to see if T1 is going to work. JMOA Bio SNY was the company that sold the bong to PFE. Yet they want back in on another inhaler? This is their field, they own this field, they want to OWN MNKD, not 65%. Yes they will need to see sales number, and they honestly I dont know how buyout's work and what not but it'll be dumb of them to buy us out now at Al's price of say 25-45 for Afrezza(pure speculation) thats 5-899% of its current value, that'll be too crazy, they may have to wait for sales number to hit to make sure the streets can justify them buying us closer to a 1-200% premium SNY needs to find a CEO, I leader for their company. And when they do I hope he likes the future of Afrezza! |
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Post by Deleted on Jan 27, 2015 18:31:23 GMT -5
if at all a buy out, SNY will buy out only after sales are established - no matter how much high the share price is as they cannot justify the buy out price and get it approved just by assumptions.. .Its not like SNY is one man business
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