|
|
Post by longliner on Nov 5, 2019 1:14:28 GMT -5
I'd take 5% UTHR than 20% activist anytime. The positive synergy between the two would be a miracle. I can only pray and hope. I don't pray about money, I do hope, but, my friend, the next act, will be beautiful. It is God's will!  |
|
|
|
Post by letitride on Nov 5, 2019 2:26:22 GMT -5
Im not sure I see a need for UTHR to take a position in MNKD but I am hopeful they see a need to proceed with other unannounced collaborations.
|
|
|
|
Post by apidistra on Nov 5, 2019 7:53:51 GMT -5
Yes, what benefit to UTHR to give up capital for a small stake, when it could be used to other immediate purposes?
|
|
|
|
Post by matt on Nov 5, 2019 8:42:21 GMT -5
Yes, what benefit to UTHR to give up capital for a small stake, when it could be used to other immediate purposes? ^^^^ This. Most larger pharma companies don't take 5% stakes in small companies unless it comes with some sort of option to acquire the other 95% which is difficult to pull off in a publicly traded company (the strategy works very well with privately funded startups). A stake of that size doesn't buy UTHR anything they don't already have via the licensing deal. As MNKD's single largest customer, they can already significantly influence what happens in the company so why pay more than absolutely necessary? |
|
|
|
Post by slugworth008 on Nov 5, 2019 10:00:45 GMT -5
It would be fantabulous IMO - after all of the beatdowns we longs have taken...we are due for a nice ice cream soda Yes, but would that be enough to bring you in from the cold? It may help me thaw a bit so that I can move again  |
|
|
|
Post by slugworth008 on Nov 5, 2019 10:03:00 GMT -5
Yes, what benefit to UTHR to give up capital for a small stake, when it could be used to other immediate purposes? ^^^^ This. Most larger pharma companies don't take 5% stakes in small companies unless it comes with some sort of option to acquire the other 95% which is difficult to pull off in a publicly traded company (the strategy works very well with privately funded startups). A stake of that size doesn't buy UTHR anything they don't already have via the licensing deal. As MNKD's single largest customer, they can already significantly influence what happens in the company so why pay more than absolutely necessary? I suppose you are correct but it would be great for us long suffering longs - UTHR simply being with MNKD gives me some level of hope. |
|
