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Post by Chris on Jul 1, 2014 12:34:20 GMT -5
I was probing and I'll keep this short and sweet:
No conference call till a partnership occurs.
Greenhill is working over time with MULTIPLE prospective partners that have been ongoing since before approval.
MNKD is focusing on a partner that will have a "STRONG" and "ESTABLISHED" sales force.
Mann knew that the FDA would announce approval before them.
No timeline but they are working as fast as humanly possibly.
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It seems to me that management hasn't narrowed down the number of possible partners. Therefore at least 1+ month out till anything occurs. No partnership announcement seems imminent. Mann is prepared to take time until the terms are right.
Turn off... Look for MNKD drop in share price till an announcement occurs.
Subsequent negative articles will follow: marketing challenges ahead, existing treatments available, insurance coverage, lack of a partner lined, outstanding shares depressing upside potential, Exubera, post clinical studies, cash position despite tranches being triggered and more than likely more preplanned sales that will spook some
Investors.
Impatient investors shall also add to selling pressure as well as shorts continuously covering and closing positions.
Cheers
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Post by chmith27 on Jul 1, 2014 13:29:19 GMT -5
thanks, chris. i take it she didn't cave on the rhymes with again, eh?
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Post by Chris on Jul 1, 2014 13:32:24 GMT -5
I called Matt and it went straight to voicemail after a couple rings. I called the general inquiry number talked to that lady for a bit then I was redirected and another lady named Brena? Or something talked to me for a bit. Haha no I didn't ask for that but I did call just to make sure Han was giving valid information and to persuade her to give me more new details.
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Post by babaoriley on Jul 1, 2014 13:59:55 GMT -5
Chris, did you call ship to shore or are you currently on land? LOL, great job! "Mann is prepared to take time until the terms are right." That's the one thing that always gives me pause.
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Post by Chris on Jul 1, 2014 15:21:04 GMT -5
1 more dang week but there's a storm called Arthur now that's holding us back. I took a couple days off and went off to the Bahamas. I snorkeled, parasailed, speed boated and even got my hair braided with beads Bahama style . Haha
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Post by mannmade on Jul 1, 2014 16:07:41 GMT -5
Chris could not have said it better.. Believe you are spot on... So better to a.) go on vacation, b.) pick up some more shares on the eventual dips, c.) get a new hobby for a bit or d.) all of the above... Thx...
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Post by liane on Jul 1, 2014 16:57:46 GMT -5
1 more dang week but there's a storm called Arthur now that's holding us back. I took a couple days off and went off to the Bahamas. I snorkeled, parasailed, speed boated and even got my hair braided with beads Bahama style . Haha Post a pic of your braided hair! |
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Post by chmith27 on Jul 1, 2014 19:37:48 GMT -5
just thinking aloud, but what do you think about the possibility that al wants to stick it to the shorts as best he possibly can? this will be his last chance on a large scale. or maybe he really doesn't care that for the last several decades they have driven down the price of his devices/drugs using questionable practices, probably have been the cause of several dilutions in his day, and generally represent an deterrent to innovative healthcare delivery solutions (btw i have no problem shorting a stock that i think will fail, i just haven't done it yet, although i wouldn't do it unethically either, such as with the spreading of the FUD and such). maybe i'm overstating their ability to affect a small company and maybe he doesn't hold much contempt for them.... but if indeed he did want to play a big time power move against them, he might tell his management team to temper their tone on partnering, lay lower for a week during heavy negotiations and make people think partnering in 2+ months is more realistic. then come out early with a killer deal with good upfront cash and retaining a large % of ownership (clearly lots of scenarios w/w/o technosphere, world partner, etc). i am surprised that we don't have a cc, but i'm okay with it because really the only thing i would be asking them are the when, whos and whats of partnership and they can't talk about that yet. plus, al would probably do a giddy slip up. and if they are close to a partner now, i'd say let's wait for the cc til this is final and then bring it all home to our shareholders in triumphant fashion. of course, if a cc gets scheduled in a week and if they don't announce an agreement at that point, then we'd really see the bottom fall out and i'd probably cry just a little. the day they announce their next cc is a great day according to what chris reported. i hold chris and his dreads responsible if this falls through. note: second quarter cc last year was aug 9, year before was aug 7. they could delay the cc tho....
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Post by babaoriley on Jul 1, 2014 22:39:49 GMT -5
"I hold Chris and his dreads responsible if this falls through."
Of course, as do I, why the heck do you think he's basically out of the jurisdiction! You think it's coincidence? Not hardly!
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Post by Chris on Jul 2, 2014 0:47:38 GMT -5
Pictures added by request (the videos were too big) for Liane. Beaded braids don't look good on me hahaha but it was all
part of the fun besides the local who did it, did it practically for free.
Chad: that would be so awesome if Al decided to do that but he's a class-act despite knowing and stating MNKD is manipulated on TV... He's from humble beginnings and the Silent Generation, a dying kind of folks. He's a honest businessman that's not just in it for the money but betterment of society as a whole.
Bob: hahaha
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Post by BD on Jul 2, 2014 2:41:17 GMT -5
Were those first two pictures taken when you were in the Southern hemisphere?  |
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Post by babaoriley on Jul 2, 2014 10:47:15 GMT -5
Chris, thanks for posting the photos of your son!! Nice looking young man!
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Post by Chris on Jul 2, 2014 12:23:27 GMT -5
Chris, thanks for posting the photos of your son!! Nice looking young man! LOL!!!! |
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Post by lynn on Jul 2, 2014 12:46:25 GMT -5
So I just called also , I must admit I wasn't expecting Matt to answer & when he did I felt like I was talking gibberish as I was nervous ! I inquired about the state of Al's health as we haven't seen or heard from him since approval & I wanted to make sure he's in good health , I was assured that Al's just fine & I think Matt got a kick out of my concerns ( ya can't take the Nurse out of me ,)) he did sound confident & in good spirits  but obviously couldn't give me any scoop ./ if I had known he would answer as I was expecting his secretary I would have written down more questions ./ ugh |
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Post by lynn on Jul 2, 2014 15:04:04 GMT -5
One thing he did mention at the end of our conversation is that he actually hadn't seen Al in the past 2 days .. Now I'm wondering 2 things , why is Matt around to answer calls today ?& if Matt & Al haven't seen each other in 2 days ( today may be the 3rd as I made the call around 10:45 am , then where is Al  He certainly deserves a break but I don't see him taking a vaca rt now . Could he be out negotiating with out Matt?? I'm not sure how that works but I kinda assumed Matt as CFO would be involved .. Just wondering what your thoughts are on that maybe it's something , maybe it's nothing ... Lynn |
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but obviously couldn't give me any scoop ./ if I had known he would answer as I was expecting his secretary I would have written down more questions ./ ugh 
He certainly deserves a break but I don't see him taking a vaca rt now . Could he be out negotiating with out Matt?? I'm not sure how that works but I kinda assumed Matt as CFO would be involved ..