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Post by mytakeonit on Nov 16, 2020 21:29:24 GMT -5
MNKD went up 15 cents today to close at $2.83 . Let's hope that MNKD goes up 17 cents tomorrow and closes at $3 ... then if cretin has any shares maybe he will sell all of them and he will be gone !!! But, that's almosteveryone'stakeonit
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Post by winstonsmith on Nov 16, 2020 22:45:41 GMT -5
Would love for MNKD to be purchased at a decent price. Hand raised. So winstonsmith ... you do know that they were talking about a tender offer of $3 or $4. Are you still okay with that and will raise your hand? I doubt it. But, that's mytakeonit No I missed the $3 or $4 part. I'd take $6 or more and call it a day. It will be worth a lot more than $6 in 2 to 4 years but I'm getting old...ha ha!!!
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Post by buyitonsale on Nov 16, 2020 23:34:19 GMT -5
Sorry to break the news to "no position" analysts ... Buy out at $4 or $5 or $10 is not going to be entertained by BOD. Instead, the share price will see $5 when NDA is filed (not that far away) and will rise to $10 when TreT is approved. I wonder where the share price could be heading if TreT is also approved for ILD indication at the same time... But do not worry, all of that is still very, very far away... So, please keep your "no position" intact until then, it would really help us out, thanks in advance
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Post by longliner on Nov 17, 2020 0:01:53 GMT -5
Our sideline friends are never sidelined in the advice department. Here's to hoping MNKD is the silver bullet for the Pfizer vaccine. Warren likes PFE, I would love to have him visit our little hovel.
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Post by mytakeonit on Nov 17, 2020 3:07:40 GMT -5
So winstonsmith ... you do know that they were talking about a tender offer of $3 or $4. Are you still okay with that and will raise your hand? I doubt it. But, that's mytakeonit No I missed the $3 or $4 part. I'd take $6 or more and call it a day. It will be worth a lot more than $6 in 2 to 4 years but I'm getting old...ha ha!!! If you wait till the end of the year ... we should be way over $6. If not, then you will have to wait a little while longer and get $100+. No ha ha!!! intended. But, that's mytakeonit
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Post by cretin11 on Nov 17, 2020 3:44:44 GMT -5
No I missed the $3 or $4 part. I'd take $6 or more and call it a day. It will be worth a lot more than $6 in 2 to 4 years but I'm getting old...ha ha!!! If you wait till the end of the year ... we should be way over $6. If not, then you will have to wait a little while longer and get $100+. No ha ha!!! intended. But, that's mytakeonit I was ready to sell all my shares at $3 tomorrow until I read this. Now I’m holding for a few more weeks so I can get the $6+ by year end. Or maybe I’ll hold a little longer for the $100! When do you predict that? No ha ha please!
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Post by pat on Nov 17, 2020 6:17:48 GMT -5
If you wait till the end of the year ... we should be way over $6. If not, then you will have to wait a little while longer and get $100+. No ha ha!!! intended. But, that's mytakeonit I was ready to sell all my shares at $3 tomorrow until I read this. Now I’m holding for a few more weeks so I can get the $6+ by year end. Or maybe I’ll hold a little longer for the $100! When do you predict that? No ha ha please! Sigh....
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Post by uvula on Nov 17, 2020 8:22:32 GMT -5
As dumb as this thread has become, it is still much much better than a few years ago when threads were derailed by people betting on how many months it would take before the company declared bankruptcy. This, my friends, is progress.
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Post by brotherm1 on Nov 17, 2020 11:05:50 GMT -5
Exactly correct, and your admitted generous number also assumes that 100% of Tyvaso sales are converted to the new delivery system. Getting physicians to change prescribing habits is not easy, and if the new formulation costs significantly more than the liquid then the managed care companies writing the checks may have a strong opinion about what they are willing to pay. MNKD has experience putting an established drug into better deliver system that costs a lot more than other options, and that story has not ended so well. At the end of the day, the acquiring company's board (and in some cases their shareholders) has to approve the transaction. A takeout premium much above 35% for what is essentially a single drug delivery technology where most of the key patents are already in the public domain is a stretch. Remember that everybody has a boss, and convincing the acquiring company's management to stick their necks out that far is a challenge. Eh, we’ve been over this countless times already. Physicians won’t have a choice because Tyvaso will be phased out entirely and replaced with TreT. This is coming directly from Martine Rothblatt. . ...”phased out”. Over what time period?
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Post by mango on Nov 17, 2020 17:45:54 GMT -5
Eh, we’ve been over this countless times already. Physicians won’t have a choice because Tyvaso will be phased out entirely and replaced with TreT. This is coming directly from Martine Rothblatt. . ...”phased out”. Over what time period? No clue. I would imagine in parallel with the TreT roll out for COPD-PH and ILD-PH which is projected to launch in 2023. It’ll likely happen quickly. Martine has no plans to keep Tyvaso around.
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Post by prcgorman2 on Nov 17, 2020 21:34:23 GMT -5
I hear a representative of investors from China will present an offer at the next ASM.
Just kidding. That’s already been done before.
I agree a $10 per share offer is unrealistic at this time.
I don’t know how realistic partnering on a COVID vaccine is but if it seems too good to be true...
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Post by goyocafe on Jan 9, 2021 23:33:25 GMT -5
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Post by Chris-C on Jan 10, 2021 1:10:28 GMT -5
I hear a representative of investors from China will present an offer at the next ASM. Just kidding. That’s already been done before. I agree a $10 per share offer is unrealistic at this time. I don’t know how realistic partnering on a COVID vaccine is but if it seems too good to be true... One of my dream scenarios is a morning announcement by MNKD of an inhaled Covid-19 vaccine development partnership with Pfizer (or any of the other companies with vaccines underway). Under existing global circumstances the share price would probably rocket quickly into double digits that are multiples of the current value. It’s fun to imagine that the short squeeze it would create would be like an appetizer before a seven course meal. For comparisons, consider NVAX, which I sold 3 years ago as unlikely to provide a ROI worth the wait. It’s not the first time I’ve been a victim of my own impatience...
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Post by parrerob on Jan 10, 2021 6:17:24 GMT -5
I hear a representative of investors from China will present an offer at the next ASM. Just kidding. That’s already been done before. I agree a $10 per share offer is unrealistic at this time. I don’t know how realistic partnering on a COVID vaccine is but if it seems too good to be true... One of my dream scenarios is a morning announcement by MNKD of an inhaled Covid-19 vaccine development partnership with Pfizer (or any of the other companies with vaccines underway). Under existing global circumstances the share price would probably rocket quickly into double digits that are multiples of the current value. It’s fun to imagine that the short squeeze it would create would be like an appetizer before a seven course meal. For comparisons, consider NVAX, which I sold 3 years ago as unlikely to provide a ROI worth the wait. It’s not the first time I’ve been a victim of my own impatience... Ciao Chris, You are not alone. Me as well, I sold nvax in The past with a good gain but not comparable with actual values. Same with ACAD...
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Post by akemp3000 on Jan 10, 2021 9:41:40 GMT -5
“Your ultimate success or failure depends on your ability to ignore the worries of the world long enough to allow your investments to succeed. It isn’t the head but the stomach that determines the fate of the stock-picker.” –Peter Lynch Too bad "long enough" can't be quantified
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