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Post by Clement on Jan 4, 2019 12:28:14 GMT -5
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Post by boca1girl on Jan 4, 2019 12:33:27 GMT -5
It was nice to see 4 analysts on the call. I remember the call a few years ago when there was not one question.
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Post by #NoMoreNeedles on Jan 4, 2019 12:39:10 GMT -5
Leerink Partners is acting as sole book-running manager for the offering. BTIG, LLC and Oppenheimer & Co. Inc. are acting as co-lead managers for the offering. H.C. Wainwright & Co., LLC acted as a financial advisor to MannKind in connection with the offering.
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Post by Clement on Jan 4, 2019 12:39:21 GMT -5
"He provides coverage of companies in several therapeutic categories in the biotechnology sector, with a focus on CNS, oncology and anti-infective companies." ... from BTIG website.
CNS --> triptan?
anti-infective --> tobramycin?
(Those are two of the compounds Mike said we are working on.)
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Post by mannmade on Jan 4, 2019 12:46:47 GMT -5
So it seems coverage of mnkd on WS (or at least a side street adjacent) is starting to improve along with insurance coverage. Am assuming all of them are also being paid fees of some kind to expand mnkd exposure, think Zacks may have been left out of this conversation. All good as the train slowly but methodically leaves the station... all aboard!
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Post by kc on Jan 4, 2019 13:09:56 GMT -5
So it seems coverage of mnkd on WS (or at least a side street adjacent) is starting to improve along with insurance coverage. Am assuming all of them are also being paid fees of some kind to expand mnkd exposure, think Zacks may have been left out of this conversation. All good as the train slowly but methodically leaves the station... all aboard! The purpose of going to JPM next week is to meet some new PHARMA partners and press the flesh. Not sure if Mike is presenting or just looking for new friends/partners/investors.
www.jpmorgan.com/global/healthcareconference
About
The annual J.P. Morgan Healthcare Conference is the largest and most informative healthcare investment symposium in the industry, bringing together industry leaders, emerging fast-growth companies, innovative technology creators, and members of the investment community.
Presentation schedule evidently has not been posted yet.
But a good example of what goes on is on the Deloitte web site about their presentations and who from Deloitte will be there. www2.deloitte.com/us/en/pages/mergers-and-acquisitions/events/jpm-healthcare-investor-conference.html
an example of some of the Deloitte folks there and their mission: Global life sciences and health care M&A trends and investment opportunities (global leaders)
•Xander Alpherts, corporate finance partner, health care M&A leader, Deloitte Australia
•Richard Baderman, IT M&A transaction services partner, Deloitte United Kingdom
•Simon Brew, partner, Deloitte United Kingdom
•Carrie Chen, China financial advisory leader, corporate finance partner, Deloitte China
•Tal Chen, global technology alliances practice leader, partner, Deloitte Israel
•Jason Ding, managing director, corporate finance, life sciences and health care practice, Deloitte Canada
•Kazuhisa Go, corporate finance managing director, Deloitte Japan
•Stav Gregoriou, M&A transaction services director, Deloitte United Kingdom
•Rohan Hammett, consulting partner, Deloitte Australia
•John Haughey, lead partner for life sciences and health care for North West Europe, Deloitte United Kingdom
•Tim Hayden, M&A transaction services senior manager, Deloitte Canada
•Masafumi Ito, M&A transaction services partner, Deloitte Japan
•David Jones, European financial advisory leader, UK corporate finance partner, Deloitte United Kingdom
•Andy Khanna, corporate finance partner, financial advisory life sciences leader, Deloitte India
•Andreas Korten, M&A transaction services partner, Deloitte Germany
•Dr. Sebastian Krolop, Monitor Deloitte partner, Deloitte US
•Susana Novo, Mexico life sciences and health care corporate finance lead partner, Deloitte Mexico
•Phil Pfrang, global life sciences and health care financial advisory managing partner, Deloitte US
•Jan Rattay, M&A transaction services partner, Deloitte United Kingdom
•Anthony Reid, director, Deloitte United Kingdom
•Anna Samanta, EMEA life sciences M&A lead partner, Deloitte Switzerland
•Amar Shah, corporate finance director, Deloitte United Kingdom
•Bill Stamatis, Canadian life sciences and health care lead partner, Deloitte Canada
•Colin Terry, United Kingdom/Swiss life sciences partner, Deloitte United Kingdom
•Michael van der Boom, M&A transaction services partner, Deloitte Switzerland
•Dr. Loke Wai Chiong, Southeast Asia health care sector leader partner, Deloitte Singapore
•Chris Woolley, United Kingdom life sciences lead partner, Deloitte United Kingdom
You have to be seen to get noticed, especially if you have some great positive things happening.
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Post by mannmade on Jan 4, 2019 13:13:17 GMT -5
Mike never said how the Trep T deal with Uthr started as I recall. Perhaps last years JPM conf? Seems like with the new pipeline list they will have plenty to discuss and be able to target the right partners as they have defined the development direction. He did mention Novartis again (as he did in last cc before today’s) and other companies.
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Post by patten1962 on Jan 4, 2019 13:50:23 GMT -5
Mike never said how the Trep T deal with Uthr started as I recall. Perhaps last years JPM conf? Seems like with the new pipeline list they will have plenty to discuss and be able to target the right partners as they have defined the development direction. He did mention Novartis again (as he did in last cc before today’s) and other companies. Mike did a lot of name dropping. He also mentioned the Buyout. What made me very happy was the Attorney General and the law suit and how it will help Afrezza sales in 2019. |
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Post by kc on Jan 4, 2019 14:13:13 GMT -5
Mike was not talking buyouts but making comments about deals that are in play or might happen. But that is like throwing chum in the water.
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Post by #NoMoreNeedles on Jan 4, 2019 14:22:25 GMT -5
He also mentioned Novartis, which would be an excellent partner choice in Europe.
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Post by mytakeonit on Jan 4, 2019 15:36:14 GMT -5
It was nice to see 4 analysts on the call. I remember the call a few years ago when there was not one question. In those days the analysts couldn't find the star button. |
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Post by Clement on Jan 4, 2019 17:39:50 GMT -5
from BTIG website concerning Bert H:
" In 2015, he was named a top stock picker in the biotechnology sector by Thomson Reuters’ StarMine Analyst Awards"
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Post by mnholdem on Jan 4, 2019 23:18:07 GMT -5
Mike never said how the Trep T deal with Uthr started as I recall. Perhaps last years JPM conf? Seems like with the new pipeline list they will have plenty to discuss and be able to target the right partners as they have defined the development direction. He did mention Novartis again (as he did in last cc before today’s) and other companies. Hint: Look for the date of the earnings/conference call where it was announced that the pipeline was being reshuffled with Treprostnil moving to the front.  |
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Post by boytroy88 on Jan 5, 2019 4:58:04 GMT -5
Not sure if Mike is presenting or just looking for new friends/partners/investors. I believe Mike said in the very first few sentences into the CC that they were getting ready to present. |
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Post by kc on Jan 5, 2019 5:39:08 GMT -5
You are correct. Below is an excerpt from the transcript from yesterday.
“Thank you, Rose, and good morning everybody, and thank you for joining me for a quick investor update. We’re going to be very busy hosting investor and business development meetings around the JPMorgan Healthcare Conference next week in San Francisco. And because we are presenting, we thought it was prudent to update investors on our 2019 strategic imparitives.”
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