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Post by liane on Aug 9, 2014 18:30:41 GMT -5
Each warrant allows you to purchase 0.6 shares of MNKD at the strike of $2.40 per share. So you need 1.67 warrants to get 1 share.
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Post by daduke38 on Aug 9, 2014 18:56:51 GMT -5
I have held this far, not selling Monday. PR could come out AH. Going Alone is not even in the realm of possibility now, IMO. Greenhill would have known months ago if there was NO interest. They have been as silent as can be. Something will come out Monday. Just my gut. Too many things starting to happen. My opinion is that whatever the deal is has been inked!
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Post by biotec on Aug 9, 2014 19:22:34 GMT -5
I bought MNKDW a long time ago. As for a PR. I think if big news it will take place in the morning. Also per sec you have to file within 7 days of a partnership, etc. The CC was announced on tuesday. Dont leave allot of room. JMO BTW. I didn't even know warrants were traded OTC. Just looked those up. They are listed on Yahoo Finance but without any details as to what they are. Where can I get info on the details of MNKDW warrants? Is there a reason they might be preferred vs call options? Not to be rude dream, But how long you been in MNKD? Warrants (MNKDW) been around a long time.
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Post by dreamboatcruise on Aug 9, 2014 19:41:22 GMT -5
I didn't even know warrants were traded OTC. Just looked those up. They are listed on Yahoo Finance but without any details as to what they are. Where can I get info on the details of MNKDW warrants? Is there a reason they might be preferred vs call options? Not to be rude dream, But how long you been in MNKD? Warrants (MNKDW) been around a long time. Became aware of MNKD at IPO due to someone that has previously worked for Al, but didn't have money to invest at the time. Have traded the stock for a number of years... taking some profits primarily in stock and having given back most of those gains with some ill timed options killed by CRL. Most of current holding dates from early days of run up leading to release of last set of Phase III results... and then more purchase before the adcom (mostly out of money calls that have now been exercised)... and then more purchase here recently in the 8 - 9 range (including some out of money calls). Whew... strains a lizard's brain to remember all of that... much less figure out what my all in cost basis would be spread across several brokerage accounts and including previous gains/loss over the years... though I'm sitting on a sizable amount of profit here. I was aware of the existence of these warrants, remembering when the offer happened... I was just unaware that they were trading OTC.
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Post by biotec on Aug 9, 2014 20:01:50 GMT -5
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Post by dreamboatcruise on Aug 9, 2014 20:11:29 GMT -5
Is it a simple matter of calling your broker to exercise the warrants? I've never traded warrants.
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Post by 4Balance on Aug 9, 2014 22:02:40 GMT -5
I'm afraid that folks have worked themselves into such a lather that they have set unrealistic expectations for Monday's CC. For starters, the main topic is Earnings. Undoubtedly there will be discussion of the Amphistar deal...and perhaps some mention of the study to prove bioequivalency of the stored insulin (with that used during the trials). And perhaps the other study that proves the 30 unit dose = the 10 unit + 20 unit doses. www.clinicaltrials.gov/ct2/show/NCT01902121?term=mannkind&rank=33 www.clinicaltrials.gov/ct2/show/NCT01982604?term=mannkind&rank=26If we get all hot and bothered about a partnership announcement on Monday, we will simply be fueling the short sellers when that announcement does not happen. I do believe management will point to Amphistar and say, "there's one partnership"...see, we can do this! More are in the works. As for timing, they'll probably say no more than the next announcement "could be by the end of the month." It would also be nice to hear if countries in Europe or other continents have approved Afrezza.
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Post by gamblerjag on Aug 9, 2014 22:16:42 GMT -5
agreed 4 balance..................... I know it's been tough on longs that have been here for years.. so they really need to believe this is the week.. and it may be... however I'm guessing it won't be the "big news".
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Post by biotec on Aug 9, 2014 22:29:31 GMT -5
I'm afraid that folks have worked themselves into such a lather that they have set unrealistic expectations for Monday's CC. For starters, the main topic is Earnings. Undoubtedly there will be discussion of the Amphistar deal...and perhaps some mention of the study to prove bioequivalency of the stored insulin (with that used during the trials). And perhaps the other study that proves the 30 unit dose = the 10 unit + 20 unit doses. www.clinicaltrials.gov/ct2/show/NCT01902121?term=mannkind&rank=33 www.clinicaltrials.gov/ct2/show/NCT01982604?term=mannkind&rank=26If we get all hot and bothered about a partnership announcement on Monday, we will simply be fueling the short sellers when that announcement does not happen. I do believe management will point to Amphistar and say, "there's one partnership"...see, we can do this! More are in the works. As for timing, they'll probably say no more than the next announcement "could be by the end of the month." It would also be nice to hear if countries in Europe or other continents have approved Afrezza. Good points 4.But Europe or other continents approved? No way thats been done!! You think that would happen before a partnership? News leaks we would of heard!. But i like your positive attitude.
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Post by 4Balance on Aug 9, 2014 22:56:42 GMT -5
Thank you! I have been long for over 4 years, have a large portion of our portfolio invested in MNKD, and share the deep interest in moving forward. Re approvals, the only one I know of that might have taken place is Kenya: in2eastafrica.net/good-news-for-diabetics-as-research-ends-pain-of-daily-insulin-injections/ There is a clear implication that the gov't has approved it for use in T1s and T2s as young as 11. But I would hope, other approvals have been started...that's what I think we'd like to know. That's what I should have said. I'm not seeing the need for a country to delay that process, pending a partnership. We're talking about the official decision to allow the sale and prescription in the country...with certain limitations...like our FDA has done. What are you seeing that would make the partnership so vital...??
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Post by liane on Aug 10, 2014 4:59:15 GMT -5
I don't know about most of the rest of the world, but as for Europe - they have a long drawn out process for approval, similar to the FDA. So the first thing we would hear is "We've filed for approval" in Europe. Then we wait (and wait and wait). Easily another year or more until approval after filing, but there is a well-defined timeline. We won't just wake up 1 morning and suddenly be approved in the EU. www.amcp.org/WorkArea/DownloadAsset.aspx?id=5884oaji.net/articles/756-1397501525.pdf
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Post by biotec on Aug 10, 2014 8:52:06 GMT -5
Thank you! I have been long for over 4 years, have a large portion of our portfolio invested in MNKD, and share the deep interest in moving forward. Re approvals, the only one I know of that might have taken place is Kenya: in2eastafrica.net/good-news-for-diabetics-as-research-ends-pain-of-daily-insulin-injections/ There is a clear implication that the gov't has approved it for use in T1s and T2s as young as 11. But I would hope, other approvals have been started...that's what I think we'd like to know. That's what I should have said. I'm not seeing the need for a country to delay that process, pending a partnership. We're talking about the official decision to allow the sale and prescription in the country...with certain limitations...like our FDA has done. What are you seeing that would make the partnership so vital. Europe is not a giving, They Have high standards just like the FDA.
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Post by biotec on Aug 10, 2014 8:54:34 GMT -5
I don't know about most of the rest of the world, but as for Europe - they have a long drawn out process for approval, similar to the FDA. So the first thing we would hear is "We've filed for approval" in Europe. Then we wait (and wait and wait). Easily another year or more until approval after filing, but there is a well-defined timeline. We won't just wake up 1 morning and suddenly be approved in the EU. www.amcp.org/WorkArea/DownloadAsset.aspx?id=5884oaji.net/articles/756-1397501525.pdfSorry Liane, I posted before i read your message.
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Post by thekindaguyiyam on Aug 10, 2014 9:07:26 GMT -5
Well, I'm not sure as many shareholders are really as skittish about this as the few who post about it on message boards. I'm selling bupkis, PR or not... How much is bupkis sell for? Have you ever tried pickled bupkis; tastes a lot like pickled okra. Doesn't cost much and leaves you with a feeling voyeurism. You've got competition my friend; I'm selling bupkis too.
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Post by kc on Aug 10, 2014 10:19:08 GMT -5
The issue is timing.
So I would love to see momentum this quarter but if not then 3rd, 4th or 1st quarter next year. I have to think that big Pharma doesn't want to take too much risk on a new type of treatment but they also don't want to kick themselves for missing out on a blockbuster game change.
Who will the player be? Do you really believe that MannKind won't find one like the shorts have pushed. I am confident we will be pleased if not this week within a year of sales activity. Have to have a few positive quarters. Pharma is not stupid they are Greedy. Mann knows this and will work for the best deal long term. Does a big Pharma want to tell their shareholders the have (OWN) a blockbuster Game changer on future revenue or we have partnered and will be selling a new inhalable insulin.
I personally think they want to OWN they are greedy.
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