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Post by rak5555 on Jul 29, 2014 9:41:39 GMT -5
I believe Hakan's "6 to 8 weeks" comment potentially damages MNKD's position in partner negotiations and has cost MNKD at least $2 off the PPS (in the short run). I'm p'd that he said it. I also think he was giving his best informed opinion at the time. Quite possibly he was passing on opinions expressed by Greenhill, with whom he likely has daily contact.
So, the target window is mid to late August. If it is an outright sale of all rights to Afrezza with MNKD retaining manufacturing (my personal favorite scenario) it will be a dollar amount that will most likely require Board approval on the part of the acquirer. Anything that involves the BOD takes time as you have many masters to serve. Baba is right - expect delays (and invest accordingly) but din't be surprised if its announced sooner.
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Post by brentie on Jul 29, 2014 10:09:32 GMT -5
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Post by mannmade on Jul 29, 2014 10:13:38 GMT -5
I just want to thank everyone on this board and also the posters to this thread for their participation as I did not expect so much discussion from what was originally a whimsical attempt (whimsical is perhaps not exactly the correct word to describe my post but was the intention/motivation behind it) to create some positive talk about Mannkind during what has been a very frustrating period for all of us who follow Mannkind.
You all show a sense of commitment to community, in this case our "Mannkind Community" that is a microcosm of how the world as a whole should work... Resolving, disagreements and misunderstandings and moving on with no residual issues... (Thank you Liane and BD, our de facto Arbitrators. However, I must say the plurality of reason and votes from the members usually resolves it first as I have seen several times) This Community/Board has allowed for it's contributors/members to make honest attempts at discussion and all done blindly in a way where everyone is on the same level playing field with no regard to unrelated issues or agendas...
However, more importantly and perhaps the pretext for this particular post is that I would like to give a "shout out" to the new members who have come over from YMB as you have made some excellent contributions to our board and invigorated it with an added sense of perspective, personality, dialogue, pov's and opinions that are helping this board to grow in a positive way... And I must say given my past experiences when I have been on the YMB the jury was definitely out for me on this migration but we seemed to have gotten the "best and the brightest" as well as the most sincere from YMB while so far leaving behind the rest... Thank you to all and GLTA!
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Post by liane on Jul 29, 2014 10:47:29 GMT -5
Thanks mannmade! BD and I really do try and moderate with a light hand. Often the discussion works itself out thanks to our members. Every once in a while, it gets dragged out with nothing new to add; that's when it's best to lock the thread and move on.
We have had a lot of new members in the last few days. I want to thank them for joining, and more importantly, participating.
YMB has continued to degenerate; I hope people will find this a nice alternative!
liane
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Post by mannmade on Jul 29, 2014 10:52:42 GMT -5
Welcome Liane (and BD) your sentiments are exactly what I was trying to say...  |
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Post by joeypotsandpans on Jul 29, 2014 11:27:48 GMT -5
It's been refreshing to say the least, it's actually a night(mare) and day comparison as to the state of that board at this point in time. Speaking for myself and I'm sure the others that have recently been fortunate enough to join in thank you for the warm welcome that everyone has shown. Looking forward to a long and successful ride with our stock, the company, this board and of most importantly for the diabetic community along the way  |
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Post by Chris-C on Jul 29, 2014 15:08:05 GMT -5
I subscribe to Nate's Notes and his most recent inter-issue commentary was trying to console investors who had been calling him about the decline in the value of their MNKD shares, which they no doubt purchased on his very strong recommendation. Ordinarily he does not express concern and reminds people that hedgies try to drive down the price before announcements. This time, however, he did say, after saying that he had confidence in Al Mann:
I would be lying if I said I
wasn't at least a little anxious that something seems to be holding up negotiations...
and, though all the “snags” could simply be the ironing out of minor details
between the lawyers involved, at some point, I may have to take a step back and
acknowledge that we should to lighten up on our position a bit out of concern that
big pharma is not interested in the drug after all.
In my view, Nate has been reading too many emails from concerned subscribers. He has to know that the hedgies would exploit even the slightest delay to help themselves - since so many of them are underwater having gotten caught off guard by the early approval. They were hoping to create FUD just before the July 15 PDUFA.
Based on the company's own pronouncements, I'm not a bit concerned about the lack of an announcement yet. Ask me in three weeks.
GLTAL
Chris
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