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Post by sportsrancho on Jun 1, 2020 20:10:13 GMT -5
It would cost Amgen, Pfizer, Sanofi or anybody else less than a billion $ to simply acquire MNKD, so if they saw multiple drug value potential in Technosphere wouldn’t that be the play they’d make? That is the million dollar question. I have scaled back my position as their have/had been a plehora or other stocks that werw presenting a FANTASTIC buying opp. Still personally love Japanese and US reits. Hotels and Malls while currently unloved with bounce back. Shelter in place sucks, and people want to get out. The Japanese REIT index bottomes at 1100 something in the middle of March, only to be sitting at near near 1700 as of today. Near 50% return in less than 3 months. Smiles. Still more to go as the index was at 2200, prior to C-19 and the high expectations of the Olympics. 2021 is the year baby. Buying all I can, hope our MNKD does something soon, or might be tempted to sell my core!! In my opinion you just said what over 60% of the people are thinking. MK thinks the markets going to crash. I do not, I see pent-up demand and remain diversified. |
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Post by falconquest on Jun 1, 2020 21:43:05 GMT -5
That is the million dollar question. I have scaled back my position as their have/had been a plehora or other stocks that werw presenting a FANTASTIC buying opp. Still personally love Japanese and US reits. Hotels and Malls while currently unloved with bounce back. Shelter in place sucks, and people want to get out. The Japanese REIT index bottomes at 1100 something in the middle of March, only to be sitting at near near 1700 as of today. Near 50% return in less than 3 months. Smiles. Still more to go as the index was at 2200, prior to C-19 and the high expectations of the Olympics. 2021 is the year baby. Buying all I can, hope our MNKD does something soon, or might be tempted to sell my core!! In my opinion you just said what over 60% of the people are thinking. MK thinks the markets going to crash. I do not, I see pent-up demand and remain diversified. You know, I hear the media discussing the new "depression" and I have to admit, I just don't see it. A temporary setback.....sure, but unless there is a serious second wave of covid (which is certainly possible) I see an economy with pent up demand that's ready to move forward. I think our recovery will be robust. Remember, the media doom & gloom is what sells advertising, don't get sucked into their self fulfilling prophecy! |
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Post by falconquest on Jun 1, 2020 21:45:10 GMT -5
Where's everyone? Nothing on other treads. Did all the members sold and moved on to better stocks? Too quiet, kind a scary. Just patiently waiting . . . . Not much here to discuss that hasn't already been said. Tick, tock, tick, tock, ti........... |
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Post by longliner on Jun 1, 2020 22:30:39 GMT -5
It's showtime for Mannkind 6/2020
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Post by mytakeonit on Jun 2, 2020 2:51:14 GMT -5
People say that the economy is dying ... from what I see everyday ... my daughter is trying to single handedly save it with all of her Amazon purchases !!!
Will have to look for and cut up her credit cards.
But, that's mytakeonit
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Post by matt on Jun 2, 2020 7:29:04 GMT -5
It would cost Amgen, Pfizer, Sanofi or anybody else less than a billion $ to simply acquire MNKD, so if they saw multiple drug value potential in Technosphere wouldn’t that be the play they’d make? That is the play they would make if they saw multi-drug potential and all those drugs were their proprietary drugs and there was no cheaper way to access the necessary technology. Making acquisitions is a risky business and far more acquisitions fail than succeed. For this reason alone a major pharma is not going to acquire MNKD just to get access to the TS technology unless THAT pharma had a pipeline of drugs that needed an inhaled delivery method. Very few companies have been successful simply being a drug delivery enterprise, and only one that I can recall managed to reach the magic $1 billion market cap (Alza was an excellent company with a huge portfolio of advanced drug delivery methods (inhaled, injectable, IV piggyback, iontophoresis, dermal, extended release, etc.) and were finally acquired by J&J for around $4 billion as I recall). It is hard to be a drug delivery company if that is your main line of business; UTHR may be an attractive opportunity but how many UTHR deals are out there? The real question is how many drugs a pharma has that need an inhaled method and, if inhaled delivery is necessary, whether TS is the best alternative. There are lots of inhaled drug technologies with products on the market, and many of those are free to access. The core patents on TS date to the early 1990's and thus are expired so it is not even clear that most of MNKD's patents have economic value in their ability to block another company. Large pharmas have the research capability to mimic TS without infringing the patents so the only reason they would not do so is because developing that capability is more expensive than the cost of licensing TS or using some other available delivery technology. Ultimately, most big pharmas chase drugs that can be injected in acute care situations or delivered orally in tablet/capsule form, preferably in an XR formulation, for chronic use. Inhalation has its place but it is a fairly small niche when all is considered, and that does not make for an attractive acquisition target. |
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Post by sellhighdrinklow on Jun 2, 2020 8:11:33 GMT -5
In my opinion you just said what over 60% of the people are thinking. MK thinks the markets going to crash. I do not, I see pent-up demand and remain diversified. You know, I hear the media discussing the new "depression" and I have to admit, I just don't see it. A temporary setback.....sure, but unless there is a serious second wave of covid (which is certainly possible) I see an economy with pent up demand that's ready to move forward. I think our recovery will be robust. Remember, the media doom & gloom is what sells advertising, don't get sucked into their self fulfilling prophecy! Exactly right! And the longer the Shelter In Place exists, the more clicks and advertising $ these corrupt "News" outlets (CNN, MSNBC, ABC, NBC) take in. Desperate times, desperate measures with their slanted , spun, yellow jounalism. JMHO |
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Post by agedhippie on Jun 2, 2020 8:23:47 GMT -5
It would cost Amgen, Pfizer, Sanofi or anybody else less than a billion $ to simply acquire MNKD, so if they saw multiple drug value potential in Technosphere wouldn’t that be the play they’d make? ... ...The core patents on TS date to the early 1990's and thus are expired so it is not even clear that most of MNKD's patents have economic value in their ability to block another company. Large pharmas have the research capability to mimic TS without infringing the patents so the only reason they would not do so is because developing that capability is more expensive than the cost of licensing TS or using some other available delivery technology. ... The research has already been done. The Center for Research Development and Evaluation of Pharmaceutical Excipients and Generic Drugs in China has an FDKP delivered insulin (INS@FDKP-MP), a continuation of their existing work with FDKP using FDKP to deliver azithromycin (AZM@FDKP-MP). They use a different and more efficient manufacturing technique so they are unlikely to be infringing Mannkind patents. This is described in this paper published last year - Preparation, characterization, and pharmacodynamics of insulin-loaded fumaryl diketopiperazine microparticle dry powder inhalation. If you are a big pharma and you can afford the approval time, that would be a cheaper way to use FDKP than buying Mannkind. |
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Post by cretin11 on Jun 2, 2020 8:51:51 GMT -5
Matt and aged, you guys are throwing a big bucket of cold water on some folks here. It’s unpleasant, but sometimes reality is like that.
Hindsight is 20/20 for some of us. Five years ago we had hopes of multiple TS deals, Afrezza gobbling up a chunk of the insulin market, all leading to multi billion $ valuation for MNKD.
Now we are here with Afrezza roll out a flop, only one significant TS (thank goodness for that at least), and no other TA deals even being hinted about outside pure speculation on message boards. Instead of a multi billion $ valuation, we have MC’s fans bragging about avoiding bankruptcy.
So yes the obvious question is “then why don’t you stop complaining and sell all your MNKD shares?”
Damn right I wish I’d done that during the October Pump and Dump. Another miscalculation in a long string of them for me with this stock.
Now I’m admittedly emotionally invested and I want to see these shares one day become less of a red mark on my list of holdings. Horrible reason for holding a stock, yeah I know that. Fortunately everything else in my portfolio is doing great, hence MNKD is a much smaller percentage than the ridiculously overweighted position it was.
And I still believe in the superiority of Afrezza. Don’t know if it’ll ever make a dent in the marketplace, and don’t care who gets the credit if it does. VDEX is the best bet currently, but if MNKD leadership (either MC or whomever replaces him) decides to collaborate then they could all share the credit and celebrate their respective investments’ success. UTHR is a legit outfit and working with them is another hope for revenue to get us closer to CFBE.
mytakeonit I am in favor of your proposal to buy MannKind for $1Trillion. I’ll vote my shares in favor of that. It’s bad negotiation on my part to tell you I’d also vote my shares in favor even if you “only” offer $1Billion. That would save you $999,000,000,000. You’re welcome. 😆
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Post by nylefty on Jun 2, 2020 10:24:58 GMT -5
You know, I hear the media discussing the new "depression" and I have to admit, I just don't see it. A temporary setback.....sure, but unless there is a serious second wave of covid (which is certainly possible) I see an economy with pent up demand that's ready to move forward. I think our recovery will be robust. Remember, the media doom & gloom is what sells advertising, don't get sucked into their self fulfilling prophecy! Exactly right! And the longer the Shelter In Place exists, the more clicks and advertising $ these corrupt "News" outlets (CNN, MSNBC, ABC, NBC) take in. Desperate times, desperate measures with their slanted , spun, yellow jounalism. JMHO Actually,,, Before the coronavirus pandemic, the TV networks were expecting a strong 2020, reports The New York Times, which added that the presidential election and Tokyo Olympics would keep people watching, and companies would spend more than usual on commercial time.
But, continued The New York Times report, “with the Summer Games postponed and campaign rallies on lockdown, television advertising revenue is likely to drop 12 percent this year, according to a projection by the research firm MoffettNathanson. Networks will lose out on $25.5 billion in spending,” according to a report released by the WARC research group.
capitolcommunicator.com/covid-19-hurts-tv-advertising-but-helps-digital-platforms/ |
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