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Post by biotec on Aug 8, 2014 9:19:49 GMT -5
I think if there is a partner,a good chance of the news after hours today.
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Post by biotec on Aug 8, 2014 9:23:11 GMT -5
I think if there is a partner,a good chance of the news after hours today. Could be a great time to add when we are in the low 8's.
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Post by notatool on Aug 8, 2014 9:28:54 GMT -5
Please correct me if I am wrong but as far back as I could find the info, it appears they always have a CC for earnings. I am not (on the surface) reading too much into the fact that a call is scheduled. True. It does not have to be Monday. But I think they realize if they release without ANY discussion the markets will be very unhappy. They, themselves, have sort of set the bar/expectation for something to be done (or at least detailed) by month's end. The language used relating to partner discussions was "stronger" than it has been in the past. I am a 5 because my time machine broke last night. There is most definitely something in the works having inked the supplier deal and that fact that no marketing/sales positions have been going up but there have been some for manufacturing. I am an 8 for holding regardless (and maybe adding to position if no announcement).
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Post by dreggy on Aug 8, 2014 9:42:17 GMT -5
Partnership announcement - about a 6. However, I am at level 9 that if it is not an actual named partner, it will be a substantive announcement with strong language and near term dates. Otherwise, why schedule the call at all. Maybe because SEC requires earnings reported within 45 days of end of quarter.
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Post by hansmolo on Aug 8, 2014 9:48:03 GMT -5
Partnership announcement - about a 6. However, I am at level 9 that if it is not an actual named partner, it will be a substantive announcement with strong language and near term dates. Otherwise, why schedule the call at all. Maybe because SEC requires earnings reported within 45 days of end of quarter. Earnings report, yes. But unless I'm mistaken, they could delay the conference call. Are they ever required to hold a conference call?
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Post by savzak on Aug 8, 2014 9:53:58 GMT -5
Maybe because SEC requires earnings reported within 45 days of end of quarter. Earnings report, yes. But unless I'm mistaken, they could delay the conference call. Are they ever required to hold a conference call? The aren't required to do a call. There was no reason to schedule this call (particularly on 6 days notice) unless they have something meaningful to say. I agree that we'll get meaningful information as to the status of partnership if we don't in fact have a partnership by 5:00 p.m. on Monday.
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Post by a1nb2p on Aug 8, 2014 9:56:00 GMT -5
The requirement to file the 10-Q is 45 days. The SEC does not 'require' that there be a CC to discuss earnings.
I think the current Long rationale is that if there was no partnership/buyout to announce just yet, then why not wait until the 14th to file and schedule the call – at least they would have a couple of extra days to get things done. By filing and scheduling the call on Monday, the deal could really have been signed this last Tuesday – and the 8-K wouldn’t be due until Monday…conveniently at the same time as the CC.
The Short logic seems to be that MNKD has always held their calls in the past during the 8-11th of the month, so there’s nothing to see here. If there is no deal, and management knows it, then why bother waiting to file – the stock is going to get ‘torched’ anyway, so just get it over with.
And to answer the torch size question - I'm thinking M9A1-7, circa 1976.
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Post by biotec on Aug 8, 2014 9:57:32 GMT -5
Maybe because SEC requires earnings reported within 45 days of end of quarter. Earnings report, yes. But unless I'm mistaken, they could delay the conference call. Are they ever required to hold a conference call? No they just have to issue the earnings report.
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Post by kc on Aug 8, 2014 10:07:42 GMT -5
Not sure on Monday but some news is coming down the road. Today in the first 92 mins of trading there is a lot of big blocks trading? What does that mean? Somebody is accumulating. I only looked at blocks over 10k as I couldn't fit it into a screen shot. If you drilled it down to blocks 5,000 and larger the trading is huge. So folks you better get ready for the ride in either direction. I am guessing a 7 that we get some news by the CC. (Partner or Buyout) Attachment DeletedAttachment Deleted
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Post by frenchysxm on Aug 8, 2014 10:10:02 GMT -5
I think if there is a partner,a good chance of the news after hours today. Bio that would be nice but that what the tape is telling so far today. On a board where opinion tends to give a lot of credence to the powers of the manipulating shorts the volume tells us that 72 million shares are not too concerned about Monday or covering today. Unless volume picks up big our chances are it will be a normal earnings call that sticks to the talking points. As Spiro would say "They will announce when they announce".
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Post by brentie on Aug 8, 2014 10:14:29 GMT -5
The requirement to file the 10-Q is 45 days. The SEC does not 'require' that there be a CC to discuss earnings. I think the current Long rationale is that if there was no partnership/buyout to announce just yet, then why not wait until the 14th to file and schedule the call – at least they would have a couple of extra days to get things done. By filing and scheduling the call on Monday, the deal could really have been signed this last Tuesday – and the 8-K wouldn’t be due until Monday…conveniently at the same time as the CC.The Short logic seems to be that MNKD has always held their calls in the past during the 8-11th of the month, so there’s nothing to see here. If there is no deal, and management knows it, then why bother waiting to file – the stock is going to get ‘torched’ anyway, so just get it over with. And to answer the torch size question - I'm thinking M9A1-7, circa 1976. That would explain why they only gave 6 days notice for the call instead of 7, which is S.O.P. for MNKD. I guess we'll find out Monday.
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Post by nialla44 on Aug 8, 2014 10:35:14 GMT -5
I believe they will announce at least one partnership on Monday with the confidence level of 9 and here is why:
When MNKD has control of the elements in play, the more they meet their time tables, and vice versa. With the FDA scheduling Adcom for April 1st when pdufa was scheduled for April 15th, made it totally unrealistic that the April 15th time table would be met. Labeling concerns needed to be ironed out and post marketing studies. MNKD would have met their announced April 15th time table if the FDA had scheduled the Adcom in February but that was out of MNKD's control.
Time Table when under control by MNKD:
If you go back to the trials, they were completed on time. The Top level results were released in mid August of 2013, on time. They scheduled resubmission of the NDA in mid October 2013, it was filed on time. At that point Al stated that this was a class ll submission and would take 6 months to April 15th. So the items that MNKD can control, they met their time table. Also they stated 6 to 8 weeks after approval they should have a partnership announcement, I believe they have met that time table and a partnership will be announced.
Along with Partnership(s) announcement a few major surprises will blow the price off the stock. One of those is the expected detail of Mannkind Technologies (Mannkind Development Co.), also status of filings in the EU & China will be discussed. I wouldn't be surprise if the price hits 25 or better, and it should happen on time.
Further Al Mann is a great man, he thinks BIG and MONDAY will be BIG. So my confidence level is 9, that is my guess and I'm sticking with it.
So think BIG my friends and stay thirsty Ni
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Post by kc on Aug 8, 2014 10:37:10 GMT -5
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Post by chauffe00 on Aug 8, 2014 11:26:26 GMT -5
I think if there is a partner,a good chance of the news after hours today. Bio that would be nice but that what the tape is telling so far today. On a board where opinion tends to give a lot of credence to the powers of the manipulating shorts the volume tells us that 72 million shares are not too concerned about Monday or covering today. Unless volume picks up big our chances are it will be a normal earnings call that sticks to the talking points. As Spiro would say "They will announce when they announce". I am no pro bro...but a hedge fund does what it says in its name hedge their losses and their gains - the very people who have been shorting could also be holding long positions as well... pardon my ignorance in advance and please share any thoughts or opinions on this... But would this not be the definition of manipulation..?? Also if you look back to the end of June's share price and volume up until now I could see it as accumulating..
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Post by dreamboatcruise on Aug 8, 2014 11:44:40 GMT -5
I've stated this before on other threads but thought I'd restate here regarding speculation on partnership announcement by CC. They could delay CC, but that would be received very poorly since they are expected to, and always do, have CC right when earnings are announced. They could have delayed the release a little bit, but I don't put huge predicted value on this being Monday vs Friday of next week... or whatever the very last day they could have released.
However... I think the insulin purchase agreement is indicative that they will announce a partnership. This is a $160M commitment. They would not have the money to pay this if they don't have sales. They now do not have a sales force, nor are they building one. If they don't announce a partnership and timeline involving revenue, they will get the tough questions of "where does this money come from" and/or "does this mean dilution". I don't think they would have inked the deal ahead of earnings unless they had a good answer to where that $160M is coming from... i.e. sales by our new partner's sales team, not "trust us, don't worry". Even if they felt a need to secure this insulin ahead of finalizing partner, if the partner isn't now secured they could have delayed signing the insulin deal until after the earnings. Doing it before to me is indicative of a partner also being secured and announced by Monday.
Caveat reader... lizards have small brains and their ramblings should not be considered investing advice.
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