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Post by ktim on Jun 24, 2019 14:58:21 GMT -5
I beleive it was mentione on the JP cc re 2nd uthr molecule. Great !!! I hadn't listened to that. Of course now the Eeyore in me is thinking... shoot, that means it's already baked into the share price. I'm guessing that the deal doesn't stipulate disclosure of the API when they option it, so likely we won't find out until details of the first clinical trial are made public.
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Post by mnkdnewbie on Jun 24, 2019 15:02:20 GMT -5
Almost that time to back the truck up load up while it’s on sale...rinse and repeat
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Post by ktim on Jun 24, 2019 15:09:14 GMT -5
Almost that time to back the truck up load up while it’s on sale...rinse and repeat As a trade? What's your rationale? Looking at past trading range? Assuming that some vested interest has ability to support at $1 to avoid delisting notice? Seems if we break $1, there would be further downside risk because of delisting notice issue. Though it could also be a support level. Straddle, anyone?
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Post by mnkdfann on Jun 24, 2019 15:12:57 GMT -5
I beleive it was mentione on the JP cc re 2nd uthr molecule. Great !!! I hadn't listened to that. Of course now the Eeyore in me is thinking... shoot, that means it's already baked into the share price. I'm guessing that the deal doesn't stipulate disclosure of the API when they option it, so likely we won't find out until details of the first clinical trial are made public. The slides say: "Research Agreement for undisclosed PAH compound - Formulation work ongoing and anticipate a decision in 2H" In the call, he said they will "announce sometime in Q3 what we intend to do with that". I read this all as there could be a payment in 2H or later, IF the formulation goes okay etc.
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Post by kc on Jun 24, 2019 16:00:37 GMT -5
based on the share price we are in a serious decline. that should make it attractive for somebody to buy cheap. Does united have cash sitting. Interesting you ask if United has cash. While watching the recent fall in UTHR's stock price, Ive been wondering if they were perhaps raising cash for another big purchase of some sort. I've speculated a merger of the two companies that somehow manages to recognize Mannkind's $3 billion investment to date would be very.......interesting. I have thought that for about six month....
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Post by longliner on Jun 24, 2019 16:05:40 GMT -5
Interesting you ask if United has cash. While watching the recent fall in UTHR's stock price, Ive been wondering if they were perhaps raising cash for another big purchase of some sort. I've speculated a merger of the two companies that somehow manages to recognize Mannkind's $3 billion investment to date would be very.......interesting. I have thought that for about six month.... The "short handed illiterate trash" would not like that!😎 Sorry, I meant invisible. (They write quite well). No, no, industrious is far more fitting for that hard working group. I guess it's the same any way it's written.
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Post by Clement on Jun 24, 2019 17:37:52 GMT -5
UTHR Q1 2019 Balance sheet
Cash and cash equivalents roughly 800 million Short term investments roughly 800 million
Receivables are more than payables.
Long term debt is a little over 1 billion.
So .. pretty good cash situation, but it would be a little bit of a drain to pay 800 million (same as for ralinepag) for MNKD (lock, stock, and barrel). But the NOLs, saving $55 million on milestones (15 + 15 + 12.5 +12.5), additional molecules, and dictating (not negotiating) features of Bluhale, etc., could justify such a purchase. Not to mention stabilizing supply of the Tyvaso replacement/improvement (TreT) which promises to radically increase sales by increasing patient convenience and compliance.
(Yes, 800 million for MNKD would be more than $4 per share.)
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Post by radgray68 on Jun 26, 2019 13:04:00 GMT -5
UTHR Q1 2019 Balance sheet Cash and cash equivalents roughly 800 million Short term investments roughly 800 million Receivables are more than payables. Long term debt is a little over 1 billion. So .. pretty good cash situation, but it would be a little bit of a drain to pay 800 million (same as for ralinepag) for MNKD (lock, stock, and barrel). But the NOLs, saving $55 million on milestones (15 + 15 + 12.5 +12.5), additional molecules, and dictating (not negotiating) features of Bluhale, etc., could justify such a purchase. Not to mention stabilizing supply of the Tyvaso replacement/improvement (TreT) which promises to radically increase sales by increasing patient convenience and compliance. (Yes, 800 million for MNKD would be more than $4 per share.) Well thought out. I don't know how $4 would go over with United's board when it's currently $1 but it's not unheard of. Some here would take it, I'm sure. I'd rather Mannkind sell off tre-T outright for say $250-500 mil. Then, immediately announce a $50-100 million stock buyback program. What do you think that would do for shareholder value?
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