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Post by gamblerjag on Jun 2, 2017 14:20:21 GMT -5
Who knows if AMGN is involved. If your going with odds I'd give it a 5% chance that they are at this point in time. Down the road who knows. I really don't see the point in speculating something that is not likely.. but again who knows. Personally I don't want to hear AMGN buyout until we are at a 3-5 billion market cap.. then let the rumors fly. |
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Post by falconquest on Jun 2, 2017 15:56:42 GMT -5
I guess one person leaving Amgen previously does not constitute an "MO" so I guess it all depends on how you define it. I don't anticipate Amgen being interested in Mannkind at this time. |
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Post by kuka on Jun 3, 2017 20:19:47 GMT -5
Here is my latest theory on WHY AMGEN is going to BUY MNKD soon ....
I am guessing AMGEN is still negotiating with MNKD about terms of BUYOUT .....but until any deal is signed MNKD can make any deal that is wants to.
The BIOMM deal was signed by Matt ....maybe this was done to speed up AMGENs final offer. Every country that signed a deal will be a revenue loss for AMGEN.
I think the AMGEN deal is done ....after the BIOMM announcement suddenly Matt is out and Mike is IN. This will stop any further deals from being signed before the BUYOUT.
I bet the end is near for Shorts .....
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Post by kuka on Jun 3, 2017 21:36:43 GMT -5
AMGEN installed their CEO plant at ONYX 11 days before the buyout ... AMGEN buys MNKD very soon folks....
I will stake my reputation as a Gentleman on it ....ok...I will stake my MNKD investment on it.
GLTALs
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Post by brotherm1 on Jun 3, 2017 21:50:41 GMT -5
The thing I find very curious, was agedhippie's post yesterday in reply to a post by kuka . Hippie said:
"Lets go one better. If AMGEN buys (or even announces they are buying) Mannkind before the end of this summer I will donate $100 to JDRF and post the receipt here. Want to take the other side? Either way JDRF is $100 better off so it's for a good cause."
Now Hippie is a very smart person and has a great degree of knowledge about insulins and insulin companies. Hippie has also never been one on this board to suggest Afrezza or MNKD will ever be a success; in fact he is generally downbeat about them, or at least, argues on the cynical side. Hippie has also stated or indicated in the past that he has a friend or more that works for Amgen that is in with the pulse of the company.
Now I think Mr. Hippie might have ingested something yesterday that released subconscious inhibitions before he posted, "If AMGEN buys (or even announces they are buying) Mannkind before the end of this summer I will donate $100 to JDRF and post the receipt here. Want to take the other side?"
An analysis of his statement indicates he is not ruling out a buyout by Amgen, but rather just that Amgen will not buy or announce a buyout before the end of this summer.
If anyone else finds his post to be uncharacteristic of himself and possibly indicating that he too believes Amgen to be a prospective buyer of MNKD, and relatively soon - perhaps after this summer - a thumbs up will indicate you do.
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Post by kuka on Jun 3, 2017 21:59:33 GMT -5
they sent a CEO over 11 days before they bought out ONYX ...google it ...its for real
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Post by brotherm1 on Jun 3, 2017 22:03:23 GMT -5
AMGEN installed their CEO plant at ONYX 11 days before the buyout ... AMGEN buys MNKD very soon folks.... I will stake my reputation as a Gentleman on it ....ok...I will stake my MNKD investment on it. GLTALs The thing about this kuka guy is that when he says this, he looks you straight in the eye and doesn't even blink. |
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Post by scander on Jun 3, 2017 23:16:42 GMT -5
I have read somewhere that the annual meetings of MNKD and Amgen were a day apart because Amgen had already purchased MNKD and that the news will be out in the annual meeting of Amgen.
Are those events over? Not sure where I read those. Damn it
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Post by gamblerjag on Jun 4, 2017 0:57:50 GMT -5
That was funny... and you know what they say about someone that can stare you in the eye and not blink................
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Post by mytakeonit on Jun 4, 2017 2:18:38 GMT -5
I feel that MNKD will not be bought out by anyone ... that they can do it by themselves. That Claude and others will fill in the gap if $$$ is needed. (I feel that Claude isn't broke ... and will keep Al's legacy going ... one way or another)
MNKD is on the move in Brazil ... and possibly UAE ... etc, etc ... I really don't se a buy out ... or the need for one.
But, whatever happens will happen.
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Post by mango on Jun 4, 2017 3:02:34 GMT -5
I think RLS could potentially be significantly important for everyone. I personally believe that RLS could be quietly laying the foundation in the same sense that endocannabinoid research is quietly laying the foundation for future medicines—and BP is not in the picture.
Morphine is still isolated from opium poppy husks and is essentially a revolutionary product. Imagine if took a step back and made medicines from plants, not just from Cannabis, that interacted with the ECS that displayed compounds with high binding affinities to not only the cannabinoid receptors, but also the endocannabinoid-like mediators and their receptors, enzymes & endocannabinoid metabolites w/ their own receptors. The ECS is the body's homeostatic regulatory system that regulates every physiological function within the human body. That means medicines developed based on this system would be able to treat ________. Cannabidiol and THC medicines could obsolete all diabetic medications. Cannabidiol was shown decades ago to ameliorate the onset of T1D for example (in rats).
We we are talking literally everything from acne to cancer to PTSD, Alzheimer's, diabetes, etc. All regulated by one enormous system new and still unknown to the medical community, but not to scientists, that is literally quitely laying the foundation for groundbreaking medicines.
Or it might just be an internal development program of MannKind's and has nothing to do with this.
Either way, MannKind would be extremely far away from accepting a BO by anyone other than a Mann affiliate that would be buying the company for no reason but to continue on with the mission. MannKind's value on a monetary scale rests upon not only Afrezza, but their cancer and immunotherapy programs, inhaled vaccines, essentially everything we are publically aware of that they are engaged in or capable of being engaged in (patents) is where the value is at. MannKind can potentially put all of the Big Three on their knees if just some of their programs became successful. This is the threat and why they do not want to allow it.
I do not see MannKind selling to Amgen or anyone else. MannKind has already told everyone they transformed the company are doing things the way they need to be done. That is evidenced by collaborating with people like Charles Mattocks, Damon Dash, and One Drop. These people have the same ideals that Al Mann did. The patients first. Even Amgen doesn't do that. And I don't really have anything against Amgen. But they are no MannKind.
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Post by kuka on Jun 4, 2017 8:00:55 GMT -5
Apologies ... AMGEN sent over a CCO not CEO and the buyout happened 2 years later ....my bad...
but a BUYOUT did eventually happen.
Pretty sure Mike C. was a CCO also when MNKD hired
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Post by agedhippie on Jun 4, 2017 9:14:27 GMT -5
The thing I find very curious, was agedhippie's post yesterday in reply to a post by kuka . Hippie said: "Lets go one better. If AMGEN buys (or even announces they are buying) Mannkind before the end of this summer I will donate $100 to JDRF and post the receipt here. Want to take the other side? Either way JDRF is $100 better off so it's for a good cause." Now Hippie is a very smart person and has a great degree of knowledge about insulins and insulin companies. Hippie has also never been one on this board to suggest Afrezza or MNKD will ever be a success; in fact he is generally downbeat about them, or at least, argues on the cynical side. Hippie has also stated or indicated in the past that he has a friend or more that works for Amgen that is in with the pulse of the company. Now I think Mr. Hippie might have ingested something yesterday that released subconscious inhibitions before he posted, "If AMGEN buys (or even announces they are buying) Mannkind before the end of this summer I will donate $100 to JDRF and post the receipt here. Want to take the other side?" An analysis of his statement indicates he is not ruling out a buyout by Amgen, but rather just that Amgen will not buy or announce a buyout before the end of this summer. If anyone else finds his post to be uncharacteristic of himself and possibly indicating that he too believes Amgen to be a prospective buyer of MNKD, and relatively soon - perhaps after this summer - a thumbs up will indicate you do. Ok, I'm blushing now. Thank you  I picked the end of summer because that is when Kula said the AMGEN buyout would happen. I am happy to make that announced rather than happened if it makes Kula more willing to play. The problem with discussions like the AMGEN one is that it is not actionable. Someone very assertively announces that AMGEN will buy Mannkind and can never be proved wrong because it is always going to happen tomorrow, next month, next year. It is always "jam tomorrow". I don't believe there is any chance at all of AMGEN buying Mannkind, there is simply no fit. If you look at the purchases AMGEN has made like Onyx they are all incremental - they add value to the core business. Insulin, Afrezza or not, is simply not part of their core business. The really stupid thing is that there are companies that may buy Mannkind. I would look at large companies that have an existing diabetes division and may want to round out there offering. Maybe a buyer from China who wants to compete in the RAA space but without having to develop RAA technology. RAA is difficult and expensive to do and nobody in that space is selling so you have to start from scratch like Biocon in India - it would be cheaper to buy Mannkind. |
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Post by sayhey24 on Jun 4, 2017 13:17:04 GMT -5
The thing I find very curious, was agedhippie's post yesterday in reply to a post by kuka . Hippie said: "Lets go one better. If AMGEN buys (or even announces they are buying) Mannkind before the end of this summer I will donate $100 to JDRF and post the receipt here. Want to take the other side? Either way JDRF is $100 better off so it's for a good cause." Now Hippie is a very smart person and has a great degree of knowledge about insulins and insulin companies. Hippie has also never been one on this board to suggest Afrezza or MNKD will ever be a success; in fact he is generally downbeat about them, or at least, argues on the cynical side. Hippie has also stated or indicated in the past that he has a friend or more that works for Amgen that is in with the pulse of the company. Now I think Mr. Hippie might have ingested something yesterday that released subconscious inhibitions before he posted, "If AMGEN buys (or even announces they are buying) Mannkind before the end of this summer I will donate $100 to JDRF and post the receipt here. Want to take the other side?" An analysis of his statement indicates he is not ruling out a buyout by Amgen, but rather just that Amgen will not buy or announce a buyout before the end of this summer. If anyone else finds his post to be uncharacteristic of himself and possibly indicating that he too believes Amgen to be a prospective buyer of MNKD, and relatively soon - perhaps after this summer - a thumbs up will indicate you do. Ok, I'm blushing now. Thank you I picked the end of summer because that is when Kula said the AMGEN buyout would happen. I am happy to make that announced rather than happened if it makes Kula more willing to play. The problem with discussions like the AMGEN one is that it is not actionable. Someone very assertively announces that AMGEN will buy Mannkind and can never be proved wrong because it is always going to happen tomorrow, next month, next year. It is always "jam tomorrow". I don't believe there is any chance at all of AMGEN buying Mannkind, there is simply no fit. If you look at the purchases AMGEN has made like Onyx they are all incremental - they add value to the core business. Insulin, Afrezza or not, is simply not part of their core business. The really stupid thing is that there are companies that may buy Mannkind. I would look at large companies that have an existing diabetes division and may want to round out there offering. Maybe a buyer from China who wants to compete in the RAA space but without having to develop RAA technology. RAA is difficult and expensive to do and nobody in that space is selling so you have to start from scratch like Biocon in India - it would be cheaper to buy Mannkind. To know if it would be cheaper to buy MNKD you would need to know the selling price which would be based on the 5 yr NPV. If Brandicourt is right and afrezza takes off in 2020 the 5 yr NPV is a very large number. Moreover, afrezza has obsoleted every current and in-works RAA. It really makes no-sense to continue in developing any RAA, they are just too slow and nothing can beat afrezza on speed and time in range. I can't see any current BP in the diabetes space buying MNKD except Novartis. The buyer for MNKD is someone with lots of money, who thinks they can change the current way diabetes is treated. No current BP wants to do that. Diabetes is an engineering flow-control problem. Dr. Bernstein the engineer controlled the flows through his meter and limiting carbs to control sugar spikes. Now it will probably take another engineering/tech company to take it to the next level with 24/7 cloud monitoring and huge marketing dollars. The nice part is most of this monitoring will be automated eliminating most need for the doctors. The end result business is a money machine providing significantly better care. I wonder how IBM Watson is doing? Then again Google and Microsoft are not sleeping and I doubt Apple is just developing the IWatch band while IMO Dachis has Cook's number at the top of his contact list. The big market for afrezza is the T2. 70%+ not meeting an A1c goal of 7. Its very sad that 7 is the goal. Take one puff of afrezza when eating and most would be in the 5's. The beauty of afrezza with the T2's is follow-up dosing is nice but not as important as with the T1s. Since the liver glucose has been shut off on the first puff, even if they should be taking a follow-up dose and don't the pancreas will catch up. Its simply a matter of time and Mike keeping the lights on until the market catches up. Al Mann was always ahead of his time. This time about 6 years. I am sure others who are a lot smarter than me and have a lot more money are seeing the same future. The question is Mike's ability to negotiate the NPV to meet what Al Mann saw as the value and Nate Pile places at $400 pps. It should take no more than pulling up Brandicourt's 2020 number based on a bumbling fumbling Sanofi. Put afrezza in the hands of Google or Apple and they should be able to double Brandicourt's number. |
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Post by ilovekauai on Jun 4, 2017 14:12:05 GMT -5
Scander: Why don't you simply do your own DD and look up the 2017 Amgen Annual Meeting? It took me 2 seconds to do that. I'm sure you can read all about the Amgen annual meeting if you really want to. Cheers.
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