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Post by swedxa on Aug 8, 2014 12:51:51 GMT -5
I am totally aligned with you Savzak. Multiple talking heads are making statements intended to set expectations of an announcement (to create upset and generate sell sentiment within the retail investor set when MNKD "fails" to make such an announcement). There is a miniscule chance that MNKD can sneak one through.
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Post by nicktrantx on Aug 8, 2014 13:03:22 GMT -5
Hi All. Long time reader and first time poster. To answer OP, I would go with a 5 for maybe but because there's a little optimism in me today, I give a 6. However I feel we may not get anything but update. As being a MNKD holder since 2010, I see most announcement announced prior to CC. If CC is actially Tuesday, I'd responded by Monday with confident.
If I remember correctly, didn't Al mentioned that there will be no CC unless partnership is in place after approval. Again, Al has been saying things that I have not seen correct.
-Nick
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Post by savzak on Aug 8, 2014 13:04:36 GMT -5
Swedxa,
I remember you well from the Yahoo board (where I haven't been active now for quite some time). Welcome to the land of mutual respect, clarity and most importantly, sanity!
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Post by papihoyos on Aug 8, 2014 13:35:23 GMT -5
There is no SEC requirement to have a CC and BTW also no requirement to provide "guidance" (just in case anyone was wondering). The only requirement is to file a 10Q within 45 days of the quarterly close. In this case August 14th.
My guess is they will at least provide an update where they are with partnership negotiation. I've been disappointed so many times with MNKD and the delays that I'm not going to be very optimistic about an announcement of a partnership any time soon. I wish I could just go to sleep for a year and when I woke would be ecstatic with the PP.
Personally (and I'm dreaming here), I would love to see an announcement after the market close today about partnership for north America and second on Monday midday on a global partnership.
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Post by kc on Aug 8, 2014 15:41:42 GMT -5
Lots of shares trading in big lots? did they sell to individuals in small sizes like the retail buyer at 100 to 1000 shares or were these buys for accumulation? Anybody know how to figure our who the buyers and sellers are.
10,000 Shares to 19999 Shares based on time and size.
Attachment Deleted
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Post by kc on Aug 8, 2014 15:43:25 GMT -5
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Post by mnholdem on Aug 8, 2014 17:07:56 GMT -5
Tough call. The sideways movement over the past several days indicates this is one of the best-kept secrets I've seen. Perhaps that's why so many believe there will not be a buyout or partnership announcement. One would think there would be a leak somewhere, and that the Street & Company would be taking advantage by publishing something that would give manipulators some serious ammo. Maybe Monday we'll see some of that.
I don't think Al has shrunk from his responsibility to keep shareholders informed, but that he has been, and may still be, constrained from saying anything about deals. We can speculate all we want about what a redesigned website and other clues may mean, but the fact of the matter is that nobody is talking. Period.
So I give the likelihood of a partnership/acquisition announcement a rating of 5.
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Post by notamnkdmillionaire on Aug 8, 2014 17:10:11 GMT -5
Keep in mind that Greenhill is pretty good in keeping things mum. Their recent deals were all out of the blue. No one had a clue.
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Post by 4Balance on Aug 8, 2014 17:29:29 GMT -5
If the 6 - 8 weeks started June 27, we're just at the 6-week mark. If memory serves me, Hakan was enthusiastically supporting a "sooner" timeframe, and Matt a more cautionary timing. So, I believe both intended 6 weeks to be the minimum...with a partnership announcement closer to the 8-week mark.
I think we'll hear something by the end of the month. Probability of Monday? 4 on a scale of 1 to 10.
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Post by daduke38 on Aug 8, 2014 19:52:51 GMT -5
Thank Y'all for your thoughts. There were a ton more than I thought! Some interesting thoughts and seems it's just like the trading of recent. Probable (didn't average out by #'s) combined thought is around a 5. Big help, people JOKING!!!!!!Seriously thanks again and feel free to keep adding!
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Post by indigodaisy on Aug 8, 2014 20:10:17 GMT -5
I kind of feel like I did before the Adcom, confident, yet a bit nervous from the beating over the years. The Adcom turned out to be amazing. So, I am optimistic that they wouldn't have a conference call unless they have something significant to say. I also remember Al saying that soon the investors will be very happy. I am giving it a 9 but prepared for the worst.
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Post by biotec on Aug 8, 2014 20:17:49 GMT -5
I kind of feel like I did before the Adcom, confident, yet a bit nervous from the beating over the years. The Adcom turned out to be amazing. So, I am optimistic that they wouldn't have a conference call unless they have something significant to say. I also remember Al saying that soon the investors will be very happy. I am giving it a 9 but prepared for the worst. I keep hearing about Al saying that soon investers will be very happy. But I don't recall hearing this. When was this said? Was it a CC?
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Post by dreamboatcruise on Aug 8, 2014 20:21:28 GMT -5
If the 6 - 8 weeks started June 27, we're just at the 6-week mark. If memory serves me, Hakan was enthusiastically supporting a "sooner" timeframe, and Matt a more cautionary timing. So, I believe both intended 6 weeks to be the minimum...with a partnership announcement closer to the 8-week mark. I think we'll hear something by the end of the month. Probability of Monday? 4 on a scale of 1 to 10. I don't really see why they would have set a minimum. I view this as more a likely range... and if I were them I would have taken the real range I thought likely and slid it out a bit. You gotta figure that the stock price would start acting adversely once the stated time period is exceeded. So if they were smart they would have left some extra breathing room beyond what was thought needed. Coupled that with the fact that they signed the insulin deal, which could have been delayed another couple of weeks to avoid explaining committing to over hundred million in expense without a sales force... and I'd give probability of partnership Monday as 7.63 (if my stochastic model is correct).
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Post by 4Balance on Aug 8, 2014 21:42:17 GMT -5
If the 6 - 8 weeks started June 27, we're just at the 6-week mark. If memory serves me, Hakan was enthusiastically supporting a "sooner" timeframe, and Matt a more cautionary timing. So, I believe both intended 6 weeks to be the minimum...with a partnership announcement closer to the 8-week mark. I think we'll hear something by the end of the month. Probability of Monday? 4 on a scale of 1 to 10. I don't really see why they would have set a minimum. I view this as more a likely range... and if I were them I would have taken the real range I thought likely and slid it out a bit. You gotta figure that the stock price would start acting adversely once the stated time period is exceeded. So if they were smart they would have left some extra breathing room beyond what was thought needed. Coupled that with the fact that they signed the insulin deal, which could have been delayed another couple of weeks to avoid explaining committing to over hundred million in expense without a sales force... and I'd give probability of partnership Monday as 7.63 (if my stochastic model is correct). By "minimum" I meant the lower end of the 6 - 8 week range. And if I recall correctly, Matt might have sneaked "or more" onto the end of that range...IMHO, for the reason you state: better to wow by meeting the deadline early than to miss the deadline. I think MNKD will consider that they've thrown us a partnership bone, with the signing of the Amphistar deal...to perhaps dampening the passion over the "real" partnership(s). I also think they'll update that 6 - 8 week timeframe...but I hope someone asks them a pointed question if they don't volunteer the information.
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Post by lynn on Aug 8, 2014 23:02:00 GMT -5
First of all , I want to say Thank You to all of you !! I actually feel silly posting here as you all are way more intelligent than myself when it comes to Mannkind & investing . Having said that, I'm feeling quite pessimistic about Mondays CC , not sure why , but I suppose I'd rather expect the worst ( no partnership/BO announcement ) so I can be mentally prepared for an ugly Tuesday ./ that way perhaps I'll be pleasantly surprised if I'm wrong I'm usually an optimist but I'll go with a 2 out of 10 ... Thanks again to all of you !! I'm holding long & strong regardless !! & I truly hope my pessimism is unfounded ! I look forward to the day that I can stop reading about Mannkind !! Or at least take a hiatus ,) Lynn
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