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Post by prcgorman2 on Jan 3, 2019 12:58:12 GMT -5
#2: RLS should be moving forward as the legal obstacles are overcome. Brazil, India, ROW, ... #4: Mike says he will need shareholders to loosen their belts and prepare to swallow another 100 million of authorized shares to protect against a hostile takeover, but little to no dilution is expected at this time (however, if you read the fine print, things could be different around the holidays late this year, just like last year so YMMV). #5: Cheers and Happy New Year! Dilution as a defense against a hostile takeover could be pretty entertaining. Who would be the acquirer and for what reason(s)? And, what would be the result on the stock price? What would the tender offer look like? |
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Post by babaoriley on Jan 3, 2019 13:14:32 GMT -5
My prediction for CC tomorrow: 1. Mike says UTHR projects are on track*. 2. Mike says Technosphere non-UTHR projects are on track. 3. Mike says he will spend tens of millions on Afrezza promotion in 2019. *In 2019, this could be $30 million for progress with "undisclosed molecule" + $25 million milestone with TreT + $40 million if another PAH molecule. These possible moneys have all been previously mentioned by Mike. I don't want a rehash. I want to hear new developments. However, as the Stones say, "you can't always get what you want." |
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Post by uvula on Jan 3, 2019 13:15:07 GMT -5
I know why current management would be against a takeover, but at this point why would shareholders automatically be against a takeover? It would probably be the best thing for the success of Afrezza and might not be that bad for shareholders.
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Post by babaoriley on Jan 3, 2019 13:17:34 GMT -5
I heard Celgene was just about to buy us for $15, but.....  |
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Post by boytroy88 on Jan 3, 2019 13:24:35 GMT -5
Before of course. 75 cents would then automatically force another R/S Not quite automatically...it's only if they wanted to stay listed...and they have at least six months to get the SP to close over $1 once to reset that process. |
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Post by wmdhunt on Jan 3, 2019 13:29:21 GMT -5
I like what Mike is doing but he has such an uphill slog ahead. It takes big money to move this and/or some magic. I hope MNKD can find one or the other. Maybe Friday will show us a rabbit.
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Post by agedhippie on Jan 3, 2019 13:46:14 GMT -5
I think there is a greatest hits replay - UTHR, increasing Afrezza sales, Brazil and India (maybe a third). And then he will say that they had no choice but to do the raise now because market conditions mean they may not be able to do it later if the April warrants are not exercised. If the warrants are exercised the money will be used for marketing Afrezza.
I do think he asks for more shares, although doing that now might be impolitic, so that may be pushed out another couple of months.
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Post by agedhippie on Jan 3, 2019 13:47:24 GMT -5
I can't help feeling that somewhere out there is a chameleon saying, "I told you this would happen."
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Post by falconquest on Jan 3, 2019 18:16:41 GMT -5
I heard Celgene was just about to buy us for $15, but..... Why did Amgen drop out? |
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Post by awesomo on Jan 3, 2019 18:42:34 GMT -5
I can't help feeling that somewhere out there is a chameleon saying, "I told you this would happen." Yes, he was very much against authorizing that amount of shares and was pretty much ostracized on the board. Echoes of "trust the management team", "they won't use them all up that quickly", "Mike wouldn't screw us over"... |
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Post by peppy on Jan 3, 2019 19:21:32 GMT -5
bit.ly/2BHc95ZDecember 27, 2018 08:00 ET | Source: MannKind WESTLAKE VILLAGE, Calif., Dec. 27, 2018 (GLOBE NEWSWIRE) -- MannKind Corporation (NASDAQ: MNKD) will host a conference call on Friday, January 4, 2019 to discuss Company developments at 9:00 AM (Eastern Time).Presenting from the Company will be its Chief Executive Officer, Michael Castagna. To participate in the live call by telephone, please dial (800) 263-0877 or (646) 828-8143 and use the participant passcode: 1338434. Those interested in listening to the conference call live via the Internet may do so by visiting the Company's website at www.mannkindcorp.com under News & Events. A telephone replay of the call will be accessible for approximately 14 days following completion of the call by dialing (844) 512-2921 or (412) 317-6671 and use the participant passcode: 1338434#. A replay will also be available on MannKind's website for 14 days. About MannKind Corporation MannKind Corporation (Nasdaq: MNKD) focuses on the development and commercialization of inhaled therapeutic products for patients with diseases such as diabetes and pulmonary arterial hypertension. MannKind is currently commercializing Afrezza® (insulin human) Inhalation Powder, the Company's first FDA-approved product and the only inhaled rapid-acting mealtime insulin in the United States, where it is available by prescription from pharmacies nationwide. MannKind is headquartered in Westlake Village, California, and has a state-of-the art manufacturing facility in Danbury, Connecticut. The Company also employs field sales and medical representatives across the U.S. For further information, visit www.mannkindcorp.com. Company Contact: Rose Alinaya SVP, Investor Relations 818.661.5000 ir@mannkindcorp.com This better be good. investors.mannkindcorp.com/events-presentations |
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Post by liane on Jan 3, 2019 20:12:28 GMT -5
I can't help feeling that somewhere out there is a chameleon saying, "I told you this would happen." Yes, he was very much against authorizing that amount of shares and was pretty much ostracized on the board. Echoes of "trust the management team", "they won't use them all up that quickly", "Mike wouldn't screw us over"... There's a difference between sharing an opposing opinion and shouting it out dozens of times per day. |
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Post by prcgorman2 on Jan 3, 2019 20:31:52 GMT -5
I can't help feeling that somewhere out there is a chameleon saying, "I told you this would happen." Yes, he was very much against authorizing that amount of shares and was pretty much ostracized on the board. Echoes of "trust the management team", "they won't use them all up that quickly", "Mike wouldn't screw us over"... How do you know? |
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Post by mytakeonit on Jan 4, 2019 0:28:14 GMT -5
Sorry but I'm not waking up at 4 a.m. Hawaii time to hear this CC. When I wake up and the share price is sky high ... then I'll rush to hear the CC. Other than that, I'm drinking wine now with no inclination to wake up early.
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Post by nadathing on Jan 4, 2019 1:01:42 GMT -5
Sorry but I'm not waking up at 4 a.m. Hawaii time to hear this CC. When I wake up and the share price is sky high ... then I'll rush to hear the CC. Other than that, I'm drinking wine now with no inclination to wake up early. Me neither. I'm in Kauai having a cigar on the deck of my hotel room. A little windy, but anything is better than Minnesota this time of year. |
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