|
Post by dreamboatcruise on Aug 21, 2017 0:55:30 GMT -5
Label change decision is by September 30 but some how I think that is a 3rd or another thing happening in September.. If I was to guess I think there might be some revelation of RLS. I always thought they paid on Haken till July of this year to keep him quite of some kind of dealings in the works, Maybe another partnership with technosphere pipe line, perhaps the lawyers are saying the contract / closing is scheduled for September hopefully bringing in 10s of millions in upfront cash. What ever is happening has probably been in the works for months and has more then likely Cash coming! The question is how much and I'm hopeing / betting it's not a loan or dilution . Sadly, I think RLS might have been interesting, but probably their entire effort got delayed due to new cannabis hostile justice department. I can't imagine smart money pumping tens/hundreds of millions into drug development that might run smack into DOJ wall. People with that kind of money rarely got it by fighting the feds... more often than not milking the feds. I'd be thrilled if MNKD could get a loan at this point, but I suspect it will be something involving dilution.
|
|
|
Post by bmkb24 on Aug 21, 2017 4:32:04 GMT -5
Label change decision is by September 30 but some how I think that is a 3rd or another thing happening in September.. If I was to guess I think there might be some revelation of RLS. I always thought they paid on Haken till July of this year to keep him quite of some kind of dealings in the works, Maybe another partnership with technosphere pipe line, perhaps the lawyers are saying the contract / closing is scheduled for September hopefully bringing in 10s of millions in upfront cash. What ever is happening has probably been in the works for months and has more then likely Cash coming! The question is how much and I'm hopeing / betting it's not a loan or dilution . Sadly, I think RLS might have been interesting, but probably their entire effort got delayed due to new cannabis hostile justice department. I can't imagine smart money pumping tens/hundreds of millions into drug development that might run smack into DOJ wall. People with that kind of money rarely got it by fighting the feds... more often than not milking the feds. I'd be thrilled if MNKD could get a loan at this point, but I suspect it will be something involving dilution. As I said it earlier, I don’ think there is going to be any dilution, because of a potential merger or acquisition. It’s not hard to see it if you could apply your logic to all of the events that have been taking place since February/March of this year… I’m just going to give you a few of many clues, but with a condition that you will read the following article first, which was posted by Kuka on stock tweets: www.pharmacompliancemonitor.com/successful-mergers-and-acquisitions-begin-with-a-well-laid-plan-and-that-plan-includes-the-cco/9033/Clue 1: For some “unknown" reason, in March, MNKD decides to hire Courtney Barton as their new Chief Compliance Officer. Clue 2: Her previous company Anacor, where she was holding the same title, gets successfully acquired by Pfizer. Clue 3: Immediately right after her hiring, MNKD starts submitting a change of control along with some of the corrective filings for events that took place in the past. Clue 4: In the second half of April, all of a sudden Deerfield agrees to renegotiate their debt and become 5% shareholder in the company — as some of the posters here say — that is at the brink of bankruptcy. Clue 5: MNKD uses all of the tricks in a book (by announcing potential deals w/ UAE, Brazil, OneDrop, etc...) just to bump up the pps enough to make 6mln payment to Deerfield… Clue 6: As in clue 5, MNKD also draws the last money from Mann Foundation just to prolong the run… If you think they've extended the runway till December just to get their label change so they can improve their sales to get to the break-even point, then you are a naive investor. Clue 7: In early May within 4 days almost 66 mln shares get traded… I could be wrong but to me, that looked like a leak or accumulation of shares by acquiring party in the open market. Clue 8: IMO, hiring Locust wasn’t to shop their Technosphere platform, but instead it was to hire a helper to assist them with a pre-agreed merger or acquisition. Clue 9: Besides OneDrop deal, none of the other partnership deals have been announced, and IMO the real reason for it, is to not introduce any new dealings that might implicate a successful closure of a potential merger or an acquisition.
|
|
|
Post by sportsrancho on Aug 21, 2017 6:12:46 GMT -5
All good points:-) Clue #6 is my fave.
|
|
|
Post by babaoriley on Aug 21, 2017 9:11:58 GMT -5
Got a number in mind, bmkb24?
|
|
|
Post by kbrion77 on Aug 21, 2017 9:38:46 GMT -5
Sadly, I think RLS might have been interesting, but probably their entire effort got delayed due to new cannabis hostile justice department. I can't imagine smart money pumping tens/hundreds of millions into drug development that might run smack into DOJ wall. People with that kind of money rarely got it by fighting the feds... more often than not milking the feds. I'd be thrilled if MNKD could get a loan at this point, but I suspect it will be something involving dilution. As I said it earlier, I don’ think there is going to be any dilution, because of a potential merger or acquisition. It’s not hard to see it if you could apply your logic to all of the events that have been taking place since February/March of this year… I’m just going to give you a few of many clues, but with a condition that you will read the following article first, which was posted by Kuka on stock tweets: www.pharmacompliancemonitor.com/successful-mergers-and-acquisitions-begin-with-a-well-laid-plan-and-that-plan-includes-the-cco/9033/Clue 1: For some “unknown" reason, in March, MNKD decides to hire Courtney Barton as their new Chief Compliance Officer. Clue 2: Her previous company Anacor, where she was holding the same title, gets successfully acquired by Pfizer. Clue 3: Immediately right after her hiring, MNKD starts submitting a change of control along with some of the corrective filings for events that took place in the past. Clue 4: In the second half of April, all of a sudden Deerfield agrees to renegotiate their debt and become 5% shareholder in the company — as some of the posters here say — that is at the brink of bankruptcy. Clue 5: MNKD uses all of the tricks in a book (by announcing potential deals w/ UAE, Brazil, OneDrop, etc...) just to bump up the pps enough to make 6mln payment to Deerfield… Clue 6: As in clue 5, MNKD also draws the last money from Mann Foundation just to prolong the run… If you think they've extended the runway till December just to get their label change so they can improve their sales to get to the break-even point, then you are a naive investor. Clue 7: In early May within 4 days almost 66 mln shares get traded… I could be wrong but to me, that looked like a leak or accumulation of shares by acquiring party in the open market. Clue 8: IMO, hiring Locust wasn’t to shop their Technosphere platform, but instead it was to hire a helper to assist them with a pre-agreed merger or acquisition. Clue 9: Besides OneDrop deal, none of the other partnership deals have been announced, and IMO the real reason for it, is to not introduce any new dealings that might implicate a successful closure of a potential merger or an acquisition.So MNKD can bypass securities laws and stock exchange policies which require immediate disclosure of all material information, got it. Thanks for the reminder that MNKD as a public company can act completely different than everyone else and are allowed to hide in secrecy their grand-master plan.
|
|
|
Post by casualinvestor on Aug 21, 2017 10:13:39 GMT -5
So, 5 months after Deerfield acquires 5 million shares, do we still not know if they have sold them?
Couldn't Locust and Clue 5/6 also point to Mannkind working to sell a specific solution or groups of Technosphere solutions (Trep, all the way up to the whole platform). Any full acquisition that starts with the current PPS is just going to be a slap in the face to long-term shareholders.
I agree that all of the recent activity point to "deal-by-Nov-or-bust", where bust is massive dilution or worse
|
|
|
Post by traderdennis on Aug 21, 2017 10:29:03 GMT -5
So, 5 months after Deerfield acquires 5 million shares, do we still not know if they have sold them? Couldn't Locust and Clue 5/6 also point to Mannkind working to sell a specific solution or groups of Technosphere solutions (Trep, all the way up to the whole platform). Any full acquisition that starts with the current PPS is just going to be a slap in the face to long-term shareholders. I agree that all of the recent activity point to "deal-by-Nov-or-bust", where bust is massive dilution or worse We may never know. Deerfield probably was short shares as a hedge against the loan and used those shares received in the renegotiation to cover a portion of their short position.
|
|
|
Post by bmkb24 on Aug 21, 2017 10:37:25 GMT -5
Got a number in mind, bmkb24? baba IMO, anything below 5 bln should be considered as a slap in the face, considering the true value of Afrezza/Technosphere and amount of time & money Alfred Mann and his CO put into it... And another point I want to make that some people, while making an assumption of a BO price, tent to get hanged up on the current pps, which should not be the case...
|
|
|
Post by peppy on Aug 21, 2017 10:37:27 GMT -5
So, 5 months after Deerfield acquires 5 million shares, do we still not know if they have sold them? Couldn't Locust and Clue 5/6 also point to Mannkind working to sell a specific solution or groups of Technosphere solutions (Trep, all the way up to the whole platform). Any full acquisition that starts with the current PPS is just going to be a slap in the face to long-term shareholders. I agree that all of the recent activity point to "deal-by-Nov-or-bust", where bust is massive dilution or worse We may never know. Deerfield probably was short shares as a hedge against the loan and used those shares received in the renegotiation to cover a portion of their short position. www.bloomberg.com/news/articles/2017-05-24/d-c-consultant-charged-with-leaking-cms-rulings-to-hedge-funds
|
|
|
Post by slugworth008 on Aug 21, 2017 10:47:43 GMT -5
They will talk about where more money is coming from. I sure hope they do.
|
|
|
Post by mnholdem on Aug 21, 2017 11:39:34 GMT -5
So, 5 months after Deerfield acquires 5 million shares, do we still not know if they have sold them? Couldn't Locust and Clue 5/6 also point to Mannkind working to sell a specific solution or groups of Technosphere solutions (Trep, all the way up to the whole platform). Any full acquisition that starts with the current PPS is just going to be a slap in the face to long-term shareholders. I agree that all of the recent activity point to "deal-by-Nov-or-bust", where bust is massive dilution or worse
fintel.io/sob/us/mnkd
2017‑04‑19 SC 13G Flynn James E 5,217,391 shares.
Flynn is managing director for Deerfield and is required to file again within the requisite period if he sold those shares, since they represent 5.17% according to line 11 of the filing: fintel.io/doc/www.sec.gov/Archives/edgar/data/899460/000119380517000660/e616046_sc13g-mannkind.htm
|
|
|
Post by dg1111 on Aug 21, 2017 11:48:08 GMT -5
|
|
|
Post by babaoriley on Aug 21, 2017 11:55:33 GMT -5
Got a number in mind, bmkb24? baba IMO, anything below 5 bln should be considered as a slap in the face, considering the true value of Afrezza/Technosphere and amount of time & money Alfred Mann and his CO put into it... And another point I want to make that some people, while making an assumption of a BO price, tent to get hanged up on the current pps, which should not be the case... Thanks for your view. I would strongly disagree with your assessment - you can slap me all you want for a couple of billion!! And, of course, the amount of time and money Al and team put into this is almost irrelevant, and I say "almost" because it's true that the slap would sting more because of all that work - and the tension and sweat of the loyal members here. Also, I also get hung up on the current price per share, cuz no one pays even near the multiples of retail that you're talking about, they just don't.
|
|
|
Post by dreamboatcruise on Aug 21, 2017 11:57:57 GMT -5
bmkb24... that's certainly creative interpretation. Interesting that you are accusing management of directly lying to shareholders, such as why Locust was hired. Does it bother you that they engage in such fraudulent illegal acts? Personally I think you're wrong and that management is being truthful.
|
|
|
Post by casualinvestor on Aug 21, 2017 12:42:07 GMT -5
Thank you. So going back to clue #4, Deerfield acquires 5.2 million shares, and dumps ~1/2 of them in 2 months. That definitely doesn't sound like a company that knows a deal is in the works.
|
|