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Post by chmith27 on Jun 30, 2014 22:26:48 GMT -5
This might be old news, but Matty P wants the partner thing to be out there. At the shareholders meeting, he confirmed this. He wants the announcement as soon as possible. He also asked that I not call him Matty P. it's because the P is silent. he just likes matty....
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Post by 4allthemarbles on Jun 30, 2014 22:30:51 GMT -5
I thought it was a street cred thing.
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Post by hansmolo on Jun 30, 2014 22:46:12 GMT -5
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Post by savzak on Jul 1, 2014 4:55:38 GMT -5
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Post by brentie on Jul 1, 2014 5:13:19 GMT -5
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Post by savzak on Jul 1, 2014 8:07:11 GMT -5
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Post by savzak on Jul 1, 2014 13:48:17 GMT -5
Why Merck Should Buy Inovio, Seattle Genetics, or MannKind By Leo Sun | More Articles | Save For Later July 1, 2014 | Comments (0) Merck (NYSE: MRK ) is currently considering major acquisitions of biotech companies to diversify its drug portfolio, according to research chief Roger Perlmutter's statement at the annual Goldman Sachs health care conference earlier this month. This means that Merck's planned $3.85 acquisition of Idenix Pharmaceuticals for its pipeline of hepatitis C treatments could just be the start of a series of acquisitions aimed to strengthen its portfolio and help it drive revenue. Merck's diabetes drug Januvia was originally expected to hit peak sales of nearly $10 billion by 2018, but estimates have since fallen to around $6.7 billion. That estimate could still be too high -- in 2013, sales of Januvia slid 2% year-over-year to $4 billion. Meanwhile, sales of Singulair, Merck's blockbuster asthma drug which went off patent in 2012, plunged 69% to $1.2 billion. Looking ahead, let's check out three potential acquisitions which might make good sense for Merck, which finished last quarter with $20.5 billion in cash and equivalents. .......................................... MannKind's inhalable insulin MannKind (NASDAQ: MNKD ) , the maker of the experimental inhalable insulin Afrezza, would be an interesting acquisition for Merck, strengthening its diabetes franchise (which includes blockbuster Januvia, a $4 billion drug last year). MannKind's $4 billion market cap, however, makes it a pricey bet. Even though Afrezza was recently approved by the FDA, there's no guarantee that inhaled insulin will achieve widespread use. Afrezza's Dreamboat inhaler is certainly smaller than the one Pfizer used with Exubera, but it could still be a tough sell for some diabetes patients. Nonetheless, investors shouldn't rule out Merck acquiring MannKind. If Afrezza wins widespread adoption (and Merck, with its deep pockets, could make that more likely for a cash-strapped MannKind), it could have a huge affect on the insulin market. www.fool.com/investing/general/2014/07/01/why-merck-should-buy-inovio-seattle-genetics-or-ma.aspx
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Post by savzak on Jul 1, 2014 13:58:33 GMT -5
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Post by brentie on Jul 1, 2014 15:25:15 GMT -5
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Post by kc on Jul 1, 2014 15:55:24 GMT -5
New hit piece by the Cramer folks..... Why? Maybe it's the perceived lack of market viability for inhaled insulin. But once MannKind begins to make money competitors' minds will likely change. If that happens the larger companies, with their much deeper pockets, can develop their own products, apply pricing/margin pressure and put MannKind out of business. But for now, these companies will make their decisions -- including whether to partner with MannKind to get Afrezza to market -- based on how MannKind proceeds from here. www.thestreet.com/story/12762525/2/mannkind-is-still-a-risky-investment-even-with-fda-approval.html Sounds like what Cramer will say scripted this evening. You can see they are working against Mannkind. It's almost laughable to the bank.
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Post by thekindaguyiyam on Jul 1, 2014 16:03:47 GMT -5
New hit piece by the Cramer folks..... Why? Maybe it's the perceived lack of market viability for inhaled insulin. But once MannKind begins to make money competitors' minds will likely change. If that happens the larger companies, with their much deeper pockets, can develop their own products, apply pricing/margin pressure and put MannKind out of business. But for now, these companies will make their decisions -- including whether to partner with MannKind to get Afrezza to market -- based on how MannKind proceeds from here. www.thestreet.com/story/12762525/2/mannkind-is-still-a-risky-investment-even-with-fda-approval.html Sounds like what Cramer will say scripted this evening. You can see they are working against Mannkind. It's almost laughable to the bank. They always have represented the "sell" side and have thrown everything they can to get $ by publishing BS smokescreen articles by the most uniformed writers they have represent their interests. Why would that change? It's just what it is and we will endure this as well until the next catalyst comes along to show us support.
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Post by savzak on Jul 1, 2014 16:08:34 GMT -5
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Post by liane on Jul 1, 2014 17:20:00 GMT -5
New hit piece by the Cramer folks..... Why? Maybe it's the perceived lack of market viability for inhaled insulin. But once MannKind begins to make money competitors' minds will likely change. If that happens the larger companies, with their much deeper pockets, can develop their own products, apply pricing/margin pressure and put MannKind out of business. Yeah, good luck with that Cramer.... monomeric insulin adsorbed by a patented process onto the novel Technosphere particle and delivered by the unique patented Dreamboat inhaler. Add to that many years of clinical trials on any potential competitor, and you've got at least a 10 year headstart. I'd be very glad to have a 10 year run with my MNKD stock.
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Post by mnkdfan on Jul 1, 2014 19:30:21 GMT -5
Found this Motley article posted on the Merck web site today: www.fool.com/investing/general/2014/07/01/why-merck-should-buy-inovio-seattle-genetics-or-ma.aspxMannKind's inhalable insulin MannKind (NASDAQ: MNKD ) , the maker of the experimental inhalable insulin Afrezza, would be an interesting acquisition for Merck, strengthening its diabetes franchise (which includes blockbuster Januvia, a $4 billion drug last year). MannKind's $4 billion market cap, however, makes it a pricey bet. Even though Afrezza was recently approved by the FDA, there's no guarantee that inhaled insulin will achieve widespread use. Afrezza's Dreamboat inhaler is certainly smaller than the one Pfizer used with Exubera, but it could still be a tough sell for some diabetes patients. Nonetheless, investors shouldn't rule out Merck acquiring MannKind. If Afrezza wins widespread adoption (and Merck, with its deep pockets, could make that more likely for a cash-strapped MannKind), it could have a huge affect on the insulin market. I actually do think MERCK would be a good fit for MNKD....
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Post by kc on Jul 1, 2014 19:58:58 GMT -5
Can't wait until Monday as that could be a great day. The market will be closed at noon or one on Thursday and closed on Friday. You can see why there is no big hurry for any announcement this week.
Good things happen to those that are long and know it good to be patience.
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