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Post by biotec on Aug 7, 2014 16:25:25 GMT -5
Just my thoughts, I think we see a 500K plus dilution of stock and Mannkind does this solo. Al has money to put more into this.Yes its going to kill the PPS in the short term, But better off in the long run. And we may not have a choice in the matter, What BP wants to take on Afrezza? Merck CEO I believe last year siad in an interview it has no interest at all in Afrezza, Due to it only being a meal time insuling. ( I cant find the interview but im sure Biently can) Yes we have heard about many potantial partners for how long? 8 yrs? This will hurt short term, But in the long run 3-5 yrs Longs will make out better. If Afrezza takes off as we all hope.
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Post by cannon5974 on Aug 7, 2014 16:54:42 GMT -5
I don't believe this is the case. They would of been hiring a sales team if that were the case. Al is a Mann of his world and we will hear about partnership very soon. I have no doubt about it!
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Post by biotec on Aug 7, 2014 17:07:22 GMT -5
I don't believe this is the case. They would of been hiring a sales team if that were the case. Al is a Mann of his world and we will hear about partnership very soon. I have no doubt about it! Very soon? Its been years already. Al might see going solo the best way to go. He keeps control.Why split profits.If Afrezza can sell itself why a BP to push it? I see no partnership at this time.
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Post by dreamboatcruise on Aug 7, 2014 18:13:54 GMT -5
Just my thoughts, I think we see a 500K plus dilution of stock and Mannkind does this solo. Al has money to put more into this.Yes its going to kill the PPS in the short term, But better off in the long run. And we may not have a choice in the matter, What BP wants to take on Afrezza? Merck CEO I believe last year siad in an interview it has no interest at all in Afrezza, Due to it only being a meal time insuling. ( I cant find the interview but im sure Biently can) Yes we have heard about many potantial partners for how long? 8 yrs? This will hurt short term, But in the long run 3-5 yrs Longs will make out better. If Afrezza takes off as we all hope. According to what I've seen on this board, the amount of insulin MNKD has on hand would support sales of roughly $10B and the insulin they just contracted for is another $5B in sales over 5 years. Does it seem reasonable they would have down such a large supply deal if they planned to go it alone. It would seem they will have to justify having made that purchase during Monday's call. The full details of how much they have agreed to buy in 2015 will be released by then. They will have to say something about who is going to sell that product in 2015... right?
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Post by BD on Aug 7, 2014 21:25:38 GMT -5
I don't believe this is the case. They would of been hiring a sales team if that were the case. Al is a Mann of his world and we will hear about partnership very soon. I have no doubt about it! Very soon? Its been years already. Al might see going solo the best way to go. He keeps control.Why split profits.If Afrezza can sell itself why a BP to push it? I see no partnership at this time. You think Deerfield would have been involved all this time, just to end up with "no partnership"? Inconceivable! (and I do know what that word means, lol)
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Post by chauffe00 on Aug 7, 2014 23:05:33 GMT -5
I don't believe this is the case. They would of been hiring a sales team if that were the case. Al is a Mann of his world and we will hear about partnership very soon. I have no doubt about it! Very soon? Its been years already. Al might see going solo the best way to go. He keeps control.Why split profits.If Afrezza can sell itself why a BP to push it? I see no partnership at this time. Based on what you have posted in the past you expected or wanted a partner in nov 2013 then a quick approval by april 15 with a partner to come quickly after that - you have also said that your avg price is $8 - i know im emotionally attached to this stock - but i think good news is coming - greenhills specialty is M&A - mngt has not said a peep yet - somethings has got to give...Al has a history of selling off - i think there is the opp for the "A" buy out and spinoff for Al to keep technosphere - the true gamechanger
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Post by ashiwi on Aug 8, 2014 3:36:45 GMT -5
Partner(s) is (are) coming. FDA approval with an acceptable label were required 1st to get the best deal possible. Haken said 6-8 weeks. Well Monday is right in that sweet spot. MNKD would not commit to buying insulin with no sales force if they did not believe, they had a partner. At one point I thought there would be a buyout, but I believe that it will be a partnership with more back ended revenue for MNKD. It will be big!
I think we will get a lot more answers on Monday.
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Post by notamnkdmillionaire on Aug 8, 2014 6:03:25 GMT -5
Very soon? Its been years already. Al might see going solo the best way to go. He keeps control.Why split profits.If Afrezza can sell itself why a BP to push it? I see no partnership at this time. You think Deerfield would have been involved all this time, just to end up with "no partnership"? Inconceivable! (and I do know what that word means, lol) I can't wait for Al to say on Monday to all the people who have bashed and tried to kill his company, "My name is Alfred Mann. You tried to kill my company. Prepare to die!"
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Post by chauffe00 on Aug 8, 2014 6:26:40 GMT -5
You think Deerfield would have been involved all this time, just to end up with "no partnership"? Inconceivable! (and I do know what that word means, lol) I can't wait for Al to say on Monday to all the people who have bashed and tried to kill his company, "My name is Alfred Mann. You tried to kill my company. Prepare to die!" I think if they start off the conference call by introducing everyone with Gagnam Style playing in the background then it's a pretty good sign
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Post by biotec on Aug 8, 2014 6:42:10 GMT -5
deerfield or greenhill?
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Post by BD on Aug 8, 2014 6:55:16 GMT -5
What's the difference, nobody gets them straight anyway...
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