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Post by traderdennis on Jan 18, 2018 11:33:44 GMT -5
One buyer could not have bought 10 million shares without disclosure. The offering had to of been purchased by multiple parties or we would’ve seen a filing with the SEC 5% or more requires SEC filing Not if they were SHORT prior to purchasing the shares in the direct placement.
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Post by babaoriley on Jan 18, 2018 11:41:50 GMT -5
Reading the last couple of pages of this thread, I feel as if I've crossed over to the Twilight Zone.
$3 billion in a year and a half? How about $600 million in a month and we're sold!
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Post by cjm18 on Jan 18, 2018 12:04:00 GMT -5
I do not believe you can buy 10M shs at 6 and sell 10M at 6.70 and SP remains in a 6-6.7$ range, pls explain Between October 5th and October 11th, sell 10 Million shares between 6.00 and 6.90 to open up a short position. On oct 5, 10, & 11th over 150 million shares are traded on those days. Then you are the investor who takes the 10 million shares in the direct placement to cover your brand new short. Not only do you make a small profit on the short, now the company has 57 Million dollars to pay more of your debt off. Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner?
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Post by traderdennis on Jan 18, 2018 12:33:01 GMT -5
Between October 5th and October 11th, sell 10 Million shares between 6.00 and 6.90 to open up a short position. On oct 5, 10, & 11th over 150 million shares are traded on those days. Then you are the investor who takes the 10 million shares in the direct placement to cover your brand new short. Not only do you make a small profit on the short, now the company has 57 Million dollars to pay more of your debt off. Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I am not sure what the next catalyst is, but I believe DF has another 100 Million + owed to it, with cash getting close the 25Million again, I would expect to see DF pull another rabbit out of the hat.
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Post by brotherm1 on Jan 18, 2018 12:45:04 GMT -5
One buyer could not have bought 10 million shares without disclosure. The offering had to of been purchased by multiple parties or we would’ve seen a filing with the SEC 5% or more requires SEC filing Not if they were SHORT prior to purchasing the shares in the direct placement. You know this for a fact TD? Would you be able to provide a source for reading?
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Post by cjm18 on Jan 18, 2018 12:45:58 GMT -5
Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I am not sure what the next catalyst is, but I believe DF has another 100 Million + owed to it, with cash getting close the 25Million again, I would expect to see DF pull another rabbit out of the hat. The other thing to think about is if it was df then why not do more Than 10m shares unless the money wasn’t needed.
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Post by gamblerjag on Jan 18, 2018 13:09:58 GMT -5
Hey Baba, why would they sell for 600 million when we were at at 4 billion m/c in 8/2014. Granted we probably didn't justify a 4 bil in 8/2014 but probably 2 bil The reason was because the market thought SNY would sell the drug.. Well they didn't. but since we are passing SNY's numbers and by eoy the market should hopefully see the future as they did when SNY took over.. so no reason a 3 bil mc can't be met in the next 12-18 months. cont good luck. also we didn't have RLS news or the great responses in 2014...in addition less awarness.
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Post by casualinvestor on Jan 18, 2018 13:48:59 GMT -5
I am not sure what the next catalyst is, but I believe DF has another 100 Million + owed to it, with cash getting close the 25Million again, I would expect to see DF pull another rabbit out of the hat. The other thing to think about is if it was df then why not do more Than 10m shares unless the money wasn’t needed. 10M shares pretty much was all they had available, after the 3.5M was reserved for the $10M debt payment, along with deals for another 2M shares. DF probably knew the stock was going to go down, which is why they had a 3 month "escape clause" for the $10M payment. We're never going to see proof of any of this activity. The best we're going to get is a trail of breadcrumbs. Something to consider: DF always makes these deals at the beginning of the quarter. Probably because it gives them plenty of time to unload shares before filing time. I can't tell if that's a signal to buy, or a signal to wait..
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Post by mannmade on Jan 18, 2018 14:26:32 GMT -5
Between October 5th and October 11th, sell 10 Million shares between 6.00 and 6.90 to open up a short position. On oct 5, 10, & 11th over 150 million shares are traded on those days. Then you are the investor who takes the 10 million shares in the direct placement to cover your brand new short. Not only do you make a small profit on the short, now the company has 57 Million dollars to pay more of your debt off. Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q. 2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage 5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner) 10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts. I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps.
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Post by traderdennis on Jan 18, 2018 15:24:20 GMT -5
Not if they were SHORT prior to purchasing the shares in the direct placement. You know this for a fact TD? Would you be able to provide a source for reading? No I don't know this for a fact. I am not the first poster on this site for this theory.
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Post by kball on Jan 18, 2018 15:38:11 GMT -5
Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q. 2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage 5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner) 10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts. I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps.Sustained increase or one to trade around? I would think several or more on the list for sustained rally
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Post by peppy on Jan 18, 2018 15:47:19 GMT -5
Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q.2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner)10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts.I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps. thank you mannmade.
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Post by peppy on Jan 18, 2018 15:57:05 GMT -5
I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q. 2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage 5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner) 10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts. I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps.Sustained increase or one to trade around? I would think several or more on the list for sustained rally it might be all MNKD needs now for a sustainable rally is United Health Group.
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Post by sportsrancho on Jan 18, 2018 16:02:27 GMT -5
Exactly Peppy!
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Post by boca1girl on Jan 18, 2018 16:13:22 GMT -5
Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q.2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage 5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner) 10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts. I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps. The accounting change starts 2018. It has no bearing on meeting 2017 2H guidance.
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