|
|
Post by sportsrancho on Mar 15, 2021 12:52:39 GMT -5
|
|
|
|
Post by jlaw277 on Mar 15, 2021 13:09:28 GMT -5
Looks like the incremental $30 million green shoe got exercised. Good demand for the deal. Thanks for posting. |
|
|
|
Post by buyitonsale on Mar 15, 2021 13:27:03 GMT -5
This is not confirmation that $30 option was actually exercised.
Although it most likely will be exercised IMO.
|
|
|
|
Post by winner on Mar 15, 2021 13:31:10 GMT -5
Has UTHR suggested or implied that they will acquire their FDA approval in April. If they fail to acquire said approval, MNKS share price I.M.H.O. will take a nasty hit!
|
|
|
|
Post by boca1girl on Mar 15, 2021 19:36:07 GMT -5
Has UTHR suggested or implied that they will acquire their FDA approval in April. If they fail to acquire said approval, MNKS share price I.M.H.O. will take a nasty hit! They said they will apply in April and expect approval 6 months later in October. |
|
|
|
Post by celo on Mar 15, 2021 20:27:08 GMT -5
Has UTHR suggested or implied that they will acquire their FDA approval in April. If they fail to acquire said approval, MNKS share price I.M.H.O. will take a nasty hit! They said they will apply in April and expect approval 6 months later in October. This is from the UTHR annual meeting: Thank you for taking my question and congratulations on all the progress. I want to discuss the hopeful integration of the DPI, a little bit. Can you give us your thoughts on how you expect to transition in, or start patients on the DPI and PAH? And then for PH- ILD because the DPI could launch reasonably quickly after the formal label expansion, how are you thinking over the next 12 months to 18 months, integrating PH-ILD patients on the DPI versus the nebulized Tyvaso version? Thank you.
Sure. I think the answer applies really, I think to both indications. And we're really excited about the progress we've made with Tyvaso DPI. We're looking forward to the filing as Martine said in April. And with the priority review voucher, we purchased at the end of last year, are hopeful that just assuming everything goes well with the FDA we'll be able to launch that into both indications by the end of this year.
And I'll tell you that there is both and with PAH docs and with PH-ILD docs, there is a lot of excitement and enthusiasm around having a dry powder inhaler. And so, we're preparing to aggressively launch that product and make it available to as many patients as are wanting to either start initiating therapy on Tyvaso as well as transition over.
And so, I think at this point we're very encouraged by the feedback we're hearing from the physicians, very optimistic that there will be a - I think, there will be a relatively speaking in PAH, a quick transition for those patients that want to transition to DPI to be able to do so, very soon after launch.
The amazing thing is UTHR will launch in both pulmonary hypertension and fibrosis by the end of the year! Also from the meeting: "This new indication representing - it's over 30,000 U.S. patients has no approved therapies and nearly all existing pulmonary hypertension treatments are in fact strongly contraindicated in it."
No approved therapies. 30k patients all with the option to get Tyvaso DPI by the end of the year. Big Oppenheimer UTHR meeting tomorrow. Maybe can explain how amazing the future will be for both mnkd and uthr |
|
|
|
Post by winner on Mar 16, 2021 4:24:48 GMT -5
Thanks for the post Celo. Reading the excerpt UTHR is (a) Hopeful that just assuming everything goes well with the FDA..... (b) The amazing thing is UTHR will launch in both hypertension and fibrosis by the end of year! I like many others have a considerable amount of money invested in MNKD. Anxious to see the outcome of the FDA process.
|
|
|
|
Post by morfu on Apr 30, 2021 13:21:28 GMT -5
I keep wondering if this does mean that until then2026 Mannkind has an incentive to buy shares any time they are below $5.21?
|
|
|
|
Post by boca1girl on Apr 30, 2021 13:30:46 GMT -5
I keep wondering if this does mean that until then2026 Mannkind has an incentive to buy shares any time they are below $5.21? If you’re suggesting that MNKD purchase shares with cash just raised instead of using it to advance the pipeline, that would be silly. |
|
|
|
Post by celo on Oct 12, 2021 17:17:43 GMT -5
Interesting today that mannkind closed at the conversion price of 5.21.
20 million shares were shorted over the first month after the 200 million fund raise from 17 million to 37 million.
Now, the amount of shares shorted has lowered down by 10 million from 37 million to 27 million over the last 6 months.
Leaving 10 million shares shorted from the fund raise in early March.
Not sure how the short position will play out in the future, but the 5.21 price is an important benchmark for 40 million shares.
|
|
|
|
Post by neil36 on Oct 12, 2021 18:23:55 GMT -5
Interesting today that mannkind closed at the conversion price of 5.21. 20 million shares were shorted over the first month after the 200 million fund raise from 17 million to 37 million. Now, the amount of shares shorted has lowered down by 10 million from 37 million to 27 million over the last 6 months. Leaving 10 million shares shorted from the fund raise in early March. Not sure how the short position will play out in the future, but the 5.21 price is an important benchmark for 40 million shares. I’m thinking the same thing. Today had some very high put option volume. My guess is that either someone thinks the FDA will muck things up. Or my theory is that some of the convertible holders converted to go long the shares and they bought puts as insurance. We are definitely in a very dynamic phase with lots of moving parts. |
|
|
|
Post by olderteampt on Oct 12, 2021 22:16:54 GMT -5
What all this tells me is we are likely to go up or down and we can all be pretty confident that the price will not remain the same.
|
|
|
|
Post by lakon on Oct 13, 2021 0:48:39 GMT -5
Strangle or straddle? I don't care which.
|
|
