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Post by Clement on Feb 27, 2021 10:52:24 GMT -5
You have seen this new self-description by Mannkind:
"About MannKind Corporation
MannKind Corporation (NASDAQ: MNKD) focuses on the development and commercialization of inhaled therapeutic products for patients with endocrine and orphan lung diseases. "
Does this fit in with these speculations?
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Post by markado on Feb 27, 2021 11:11:24 GMT -5
Absent the shorting shenanigans, this stock is worth $25-30/share in current state. Add increasing scripts, peds approval, Tyvaso royalties, $30-50/share. Add RLS and sumatriptan, $50-70/share. Throw in anything long-term necessary, repeatable related to Covid-19, $70-100 per share. Add 20-30% premium for a bidding war at any level over $30. And, maybe an additional 10-20% for irrational bidding exhuberance, if a bidding war were to occur. All JMO. Not claiming anything technical to drive the estimates above.
I would be disappointed with a near-term all stock offer for less than the equivalent of $30 per share. I think it would be strategically unsound to seriously entertain a sale within less than the next 18 months, and equally unsound not to anytime thereafter. Again, JMO.
I'm just glad I invested in that gourmet popcorn company so I'm rewarded and we'll stocked for watching the coming show! JK
Happy Saturday my MNKD Long friends. I look forward to meeting whoever can get together at the 2022 ASM, wherever it might be held, for the great MNKD proboards screen name reveal!
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Post by babaoriley on Feb 27, 2021 11:20:06 GMT -5
Longliner, in your slightly salacious metaphor, couldn’t you see the poison pill being an STD for our prom girl?
Based on this thread, I’m upping my buyout price with which I’d be happy to $15!
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Post by kc on Feb 27, 2021 11:26:04 GMT -5
I used to say get me to $10.00 or $15.00 and that would be fair market value. I am not in favor of sell the Real Estate. It might get cash back but we don’t have the value it brings. Of course we have the equipment in the plant and would gain a long term lease. But I alway wanted my business to own its Real Estate.
Get me a buy out offer of $25.00 and I would tender my shares. A buy out might not mean cash it might be shares in the company buying Mannkind. You might not like that buyer or want its shares.
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Post by kc on Feb 27, 2021 11:30:16 GMT -5
Longliner, in your slightly salacious metaphor, couldn’t you see the poison pill being an STD for our prom girl? Based on this thread, I’m upping my buyout price with which I’d be happy to $15! Get me $15.00 before the Biden Administrative changes the capital gains tax. There might be a lot of mergers and buyouts if the House, Senate and ultimately the President change capital gains taxes. That could happened in 2021 or 2022. |
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Post by gamblerjag on Feb 27, 2021 11:35:36 GMT -5
long, There’s a lot of chatter about us being a buyout target on social media mostly from chart guys like Dr. J ....They think we raise to $10-$12 and get bought out at $15 Not my opinion or my hope.. just relaying the gossip. That would be unfortunate unless it’s an all stock deal and allows those that want to continue with their investment without incurring a tax liability. . Unfortunately people always go to the extreme and talk buy out once the stock starts moving up… It’s just their because they want it quicker short term gain. Rarely it happens that way. Also in my opinion chartist like Dr. Jay is just looking at the chart they aren’t listening to the conference calls and really don’t know all the intrinsics of a company. Not saying that the company will not be bought out I just give it probably a 3 to 5% chance at this time. |
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Post by markado on Feb 27, 2021 11:40:38 GMT -5
That would be unfortunate unless it’s an all stock deal and allows those that want to continue with their investment without incurring a tax liability. . Unfortunately people always go to the extreme and talk buy out once the stock starts moving up… It’s just their because they want it quicker short term gain. Rarely it happens that way. Also in my opinion chartist like Dr. Jay is just looking at the chart they aren’t listening to the conference calls and really don’t know all the intrinsics of a company. Not saying that the company will not be bought out I just give it probably a 3 to 5% chance at this time. Completely agree. Just wish the probability for buyout was 0% for 12 months, to let some of the intrinsic value mature and show forth. I can be at least that patient. |
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Post by gamblerjag on Feb 27, 2021 12:21:59 GMT -5
Longliner, in your slightly salacious metaphor, couldn’t you see the poison pill being an STD for our prom girl? Based on this thread, I’m upping my buyout price with which I’d be happy to $15! Get me $15.00 before the Biden Administrative changes the capital gains tax. There might be a lot of mergers and buyouts if the House, Senate and ultimately the President change capital gains taxes. That could happened in 2021 or 2022. this is under the wrong topic so I apologize not text savvy in finding things… But for any people that thought Sanifi was still a possibility the last few years, which I said was very unlikely. Mike’s description on the call about a unsuccessful partnership with them clearly indicates Santofi He’s clearly not in the picture in any form whatsoever. |
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Post by longliner on Feb 27, 2021 12:53:53 GMT -5
You have seen this new self-description by Mannkind: "About MannKind Corporation MannKind Corporation (NASDAQ: MNKD) focuses on the development and commercialization of inhaled therapeutic products for patients with endocrine and orphan lung diseases. " Does this fit in with these speculations? To me that screams UTHR. MNKD may be in a stronger position to fend off a hostile bid than we are aware of, (something about transparency) (or hidden STD).  A non-hostile all stock deal with UTHR that get's our vision being articulated by Martine (another friend of Al) might be an interesting discussion. Martine is damned impressive at articulating a vision! |
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Post by falconquest on Feb 27, 2021 13:41:03 GMT -5
Ah yes, the inevitable buy-out talk. I believe that notion is exceeded only by the short squeeze discussion.
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Post by radgray68 on Feb 27, 2021 14:16:10 GMT -5
I like buy in better than buyout. If UTHR or perhaps somebody bigger were to buy a 10-15% stake with an option for up to say 25-40% in the future......things could start looking really good. It would help UTHR grow and offset their royalty payments to us. Makes sense for UTHR, however unlikely at this time IMO.
Looking at the pipeline slide from this week, considering the markets we'll be going after, I'm thinking $50 is attainable at some point. I know stock traders don't consider sunken costs in the value of a company but buyers consider it could cost them up to $4 billion to develop a single drug. When Mannkind has a couple promising orphan drugs in phase 2 or beyond on top of a couple approved and profitable drugs in Afrezza and Tyvaso-DPI, it's on like Donkey Kong. Again, IMO
That's it. Last I'll say about buyouts unless it's announced. I do enjoy reading about others' speculations though.
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Post by sportsrancho on Feb 27, 2021 15:36:19 GMT -5
It’s all good, it increases eyes on the stock...sometimes people buy a stock for a swing trade and then they do some research and keep it.
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Post by letitride on Feb 27, 2021 16:44:57 GMT -5
I am now averaging up with optx so im good with a hundred now but by August Im going to want 150 so.
Its only a rumor.
Lets Go!
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Post by careful2invest on Feb 27, 2021 22:41:13 GMT -5
Ah yes, the inevitable buy-out talk. I believe that notion is exceeded only by the short squeeze discussion. Or, we can go way back to the talk about the infamous “Embarrassment of riches” That one left a mark! Only the old tried and true longs will remember that one. |
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Post by porkini on Feb 28, 2021 0:31:55 GMT -5
Ah yes, the inevitable buy-out talk. I believe that notion is exceeded only by the short squeeze discussion. Or, we can go way back to the talk about the infamous “Embarrassment of riches” That one left a mark!Only the old tried and true longs will remember that one. I think we are in the process of buffing that one out right now...  |
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A non-hostile all stock deal with UTHR that get's our vision being articulated by Martine (another friend of Al) might be an interesting discussion. Martine is damned impressive at articulating a vision!
