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Post by georgethenight2 on Aug 13, 2019 22:22:26 GMT -5
Assuming UTHR wants to buy MNKD, does the UCLA, AL contributed to saving my daughter connection get us points? But, regardless the potential for MNKD at this point is UNDENIABLE. TraderD, Aged, SO, countless others who have been negative/anti MNKD, time to move along.
If UTHR/MNKD partnerships plays out like Martine says it will, coupled with Afrezza's growing sales, I have gotta believe a swift and strong move to the double digits are forth coming.
I dont a buy out I want the whole god damn enchilada! We have been through enough. Time to wake the beast that Mike has been so quietly and deliberately been building piece by piece.
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Post by cretin11 on Aug 13, 2019 22:29:56 GMT -5
I’m with Sweedee, no buyout offer now please. Gotta figure it would be in the $3 per share range optimistically. Given our market cap at the time of FDA approval, that thought is depressing. However if I had to vote today on taking it or not, can’t deny it would be a tough decision.
PCG you are on the money with your comments about Martine. A genius for sure, and IMO one of the most impressive CEOs anywhere. The fact that she chose to partner with MNKD is the best glimmer of hope we have going.
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Post by letitride on Aug 13, 2019 22:30:25 GMT -5
Well I want 35$ a share.. LOL!!! I want $200 plus forward splits and dividends, I have a large parade with floats and everything. |
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Post by akemp3000 on Aug 13, 2019 23:14:42 GMT -5
IMO, with company finances improving and the TS pipeline molecules growing, it's inconceivable MNKD would even consider a low ball offer, i.e. under $20, at this point in time. More importantly is that ANY offer could ignite competitive bids. It's certainly starting to get interesting again.
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Post by brotherm1 on Aug 13, 2019 23:39:39 GMT -5
I listened to the comment from Martine probably about 5 times to see if I could discern a Freudian slip. The connector phrase between “acquisition” and “licensing” was “or, or”. The word “or” said twice. Clearly, Martine was correcting herself. What isn’t clear is whether that was a Freudian slip. I did some research on Martine and watched an hour long Vimeo interview that was recorded earlier this year. Martine is way smart. Genius level. Martine built Sirius XM and United Therapeutics. She has been making north of $35M as a CEO for a long time. And, has interests in aviation (or e-viation as Martine called it), and in addition to therapeutic treatments for PAH (first developed out of desparation to save her daughter) she also has UTHR developing implantable human organs grown from collagen “scaffolds” seeded with stem cells. I think she makes Elon Musk look like a piker. (I wish I could convince her to look at commercially feasible fusion, small enough to fit in a car.) UTHR market cap is $3.5B. IF Martine wanted to acquire MNKD, what would be the deal? Would there be an offer? Would there be a quiet purchase up to just under 5% ownership and then an offer? What should MNKD shareholders hope for in a buyout offer? Martine a genius? Yes. You’re interpretation of acquisition, not so. Can the clowning around please stop? |
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Post by longliner on Aug 13, 2019 23:51:17 GMT -5
IMO, with company finances improving and the TS pipeline molecules growing, it's inconceivable MNKD would even consider a low ball offer, i.e. under $20, at this point in time. More importantly is that ANY offer could ignite competitive bids. It's certainly starting to get interesting again. You can feel the excitement building. When the worm turns, hold on!  |
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Post by Deleted on Aug 14, 2019 0:16:18 GMT -5
IMO, with company finances improving and the TS pipeline molecules growing, it's inconceivable MNKD would even consider a low ball offer, i.e. under $20, at this point in time. More importantly is that ANY offer could ignite competitive bids. It's certainly starting to get interesting again. I doubt UTHR will buy ALL of MNKD. They could buy just their products on the TS Platform. It will give UTHR a 15 year patent runway. If MNKD continues with their 7 molecules in R&D this will give them a good buffer to ward off any takeover attempts. They need to become more diversified with their product mix. UTHR does not want to get into the EPI Field. |
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Post by cretin11 on Aug 14, 2019 2:11:49 GMT -5
IMO, with company finances improving and the TS pipeline molecules growing, it's inconceivable MNKD would even consider a low ball offer, i.e. under $20, at this point in time. More importantly is that ANY offer could ignite competitive bids. It's certainly starting to get interesting again. I think we’re inventing this “interesting” notion of buyout offers. An innocent misstatement by Martine is all we have. And an offer anywhere near $20 would not be lowball, it would be ridiculously overpaying. It would be nice to have a real offer. Not that it would ignite other bids (doubtful), but it would just be good to know SOMEBODY is interested. And it would bump share price towards whatever the offer would be. |
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Post by mytakeonit on Aug 14, 2019 2:19:54 GMT -5
Are you all NUTS??? There won't be a buy out and I don't want one. MNKD is headed in the right direction ... I don't see a problem ... onwards and upwards ... to $200+ pps
But, that's mytakeonit
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Post by morfu on Aug 14, 2019 5:27:17 GMT -5
Are you all NUTS??? There won't be a buy out and I don't want one. MNKD is headed in the right direction ... I don't see a problem ... onwards and upwards ... to $200+ pps But, that's mytakeonit Absolutely right! Why would you want to sell shares of a company which currently grows more than 50% per year? Whatever price you get might be a joke in a few years! |
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Post by pat on Aug 14, 2019 7:04:34 GMT -5
IMO, with company finances improving and the TS pipeline molecules growing, it's inconceivable MNKD would even consider a low ball offer, i.e. under $20, at this point in time. More importantly is that ANY offer could ignite competitive bids. It's certainly starting to get interesting again. I think we’re inventing this “interesting” notion of buyout offers. An innocent misstatement by Martine is all we have. And an offer anywhere near $20 would not be lowball, it would be ridiculously overpaying. It would be nice to have a real offer. Not that it would ignite other bids (doubtful), but it would just be good to know SOMEBODY is interested. And it would bump share price towards whatever the offer would be. Could you imagine the carnage that would come with a 20/share offer? Let's say some 35mm shares bought back at a price approximating that. That's a 700mm outlay. Let's say Nate is right and the collective short price on the current position - i.e. that held by the chumps left holding the bag when the original guys closed with big profits - is 2/share. That's a collective loss of over 600mm. That's a big cratering hole in whatever pool of money the guys are managing. No 2 & 20 this year fellas. In fact, the gate provision may keep you alive for another 12 months...although I imagine you must have calls to offset your exposure. Right. You must....redemption, that's r-e-d-e.... |
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Post by apidistra on Aug 14, 2019 7:45:29 GMT -5
There is no evidence whatsoever of any plans to acquire the company or somehow a carve out the Trepostinil business from the larger menu of offerings MNKD can offer (which, theoretically and very likely actually so, is broad). That word (acquisition), in the context of the larger statement referring to licensing and development, does not mean what this thread hopes it might. Why would the words acquisition and licensing appear in the same sentence regarding the same product? Because the lady misspoke, as we all do when extemporizing. This is the kind of desperately hopeful error in analysis that leads to a confirmed belief in alien abduction! "I want to believe!" Go on and query her directly.
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Post by prcgorman2 on Aug 14, 2019 7:47:04 GMT -5
I listened to the comment from Martine probably about 5 times to see if I could discern a Freudian slip. The connector phrase between “acquisition” and “licensing” was “or, or”. The word “or” said twice. Clearly, Martine was correcting herself. What isn’t clear is whether that was a Freudian slip. I did some research on Martine and watched an hour long Vimeo interview that was recorded earlier this year. Martine is way smart. Genius level. Martine built Sirius XM and United Therapeutics. She has been making north of $35M as a CEO for a long time. And, has interests in aviation (or e-viation as Martine called it), and in addition to therapeutic treatments for PAH (first developed out of desparation to save her daughter) she also has UTHR developing implantable human organs grown from collagen “scaffolds” seeded with stem cells. I think she makes Elon Musk look like a piker. (I wish I could convince her to look at commercially feasible fusion, small enough to fit in a car.) UTHR market cap is $3.5B. IF Martine wanted to acquire MNKD, what would be the deal? Would there be an offer? Would there be a quiet purchase up to just under 5% ownership and then an offer? What should MNKD shareholders hope for in a buyout offer? Martine a genius? Yes. You’re interpretation of acquisition, not so. Can the clowning around please stop? You’re a grouch. I didn’t post the link, and I wasn’t the first to make the observation about the “acquisition” remark. The word was said and corrected by Martine. All we’re doing is speculating what would be the result if acquisition was actually intended. UTHR has acquired other companies and SO speculated it was because they represented a competitive threat. The deal with UTHR was inked AFTER Mannkind had begun a TreT trial. How about instead of implying I’m a clown, you try contributing usefully to the conversation. A simple, “I respectfully disagree” is a good start to a counter-argument. And yes, I’m guilty of not always being sufficiently polite so I’m guilty of a certain amount of hypocrisy. We’re all a work in progress. |
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Post by mnholdem on Aug 14, 2019 7:53:32 GMT -5
Not so. Read the Agreement. Isn't the treprostinil technosphere stuff going to be manufactured at the mnkd facility? UTHC has provisions in the Agreement whereby the gets rights to TreT, including manufacturing rights, should MannKind fold (perish the thought) or be acquired by another company. |
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Post by prcgorman2 on Aug 14, 2019 8:17:59 GMT -5
Because Martine has a law degree (and I think practiced law in telecommunications regulation), I looked up the term “in-licensing” which has the look of a legal term. It is. An article on in-licensing in the pharma sector written earlier this year observed that in-licensing is becoming more popular with companies as compared to outright acquisition. That observation I think largely explains the slip made by Martine. In-licensing and acquisition then are two sides of the same coin as it were and it would be natural for Martine to think of them in the same breath (literally). And as usual when there are two legitimate approaches to accomplish the same thing, there are trade-offs. One of them is the accounting for the in-licensing costs. The licenses are considered an intangible asset so the costs associated with them are considered an expense negatively affecting the balance sheet. And, royalties dilute earnings. The deal on TreT is inked. IF there was going to be a move towards an acquisition I think it would be triggered by follow-on considerations such as the unnamed molecule. And I don’t know how to judge how important that is to Martine and UTHR. The development projects with UTHR, in addition to being sources of material revenue, are great fodder for speculation.
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