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Post by BlueCat on Sept 4, 2014 15:19:16 GMT -5
While there are many possible scenarios with the AMPH-MNKD-SNY-MDT Axis-of-Diabetes ... if MDT were to BO MannKind now, or say, just the Techno - would it make sense for them (financially and logistically and regulatory) to do it as a US company before the inversion ... or wait until after?
While Covidien must certainly be consuming MDT cycles and funds, if this were on the table, I would think they would go for the most advantageous route.
And certainly, they could always arrange a SNY-AMPH partnership after - I'm not certain that would be the gating factor.
Thoughts?
Figure this could be an indicator on the feasibility of this on the horizon .....
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Post by BlueCat on Sept 5, 2014 19:06:21 GMT -5
Lots of views, but no takers?
There's certainly speculation that SNY is accumulating interest in MNKD, or may eventually do a BO (immediate seems less likely in lieu of the partnership).
But there's speculation on MDT too - and from the partnership perspective, that could in fact, seem cleaner?
Was curious in light of the conference next week and the timing of the presentations.
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Post by EveningOfTheDay on Sept 5, 2014 23:25:18 GMT -5
I do not think we will be hearing anything new in the presentation, but will see. Regarding BO, if I was Sanofi's CEO and I had entered a partnership with MNKD, I would also be considering the possibility that if Afrezza is a blockbuster a BO in the future might be an attractive option. In that case, what better time to start accumulating than now, especially if there is a level of confidence in the product and you think eventually the pps will drift up. After all the partnership announcement seems to have worked very well for Sanofi's pps.
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Post by jpg on Sept 6, 2014 0:08:46 GMT -5
A buyout of Technosphere now by MDT, Sanofi or anyone else would certainly not be in the interest of shareholders. Mann is obviously not a short term trader... He is and has been committed. He (at 94 or 95) and/or his foundations will be richly rewarded if he waits a few more years. Anyone looking at Mannkind and not thinking the same long term way as Mann might be disappointed in the short term, sell and then be really disappointed in the long term.
Basically the approval of Afrezza and partnership with Sanofi simply marks the end of the beginning for MNKD. It is the proof of concept that the FDA will approve a drug using Technosphere. We are early in this companies history.
How will short term market algos tell us to react to 'oh my god: no buyout or no news' at the next conference or whatever stunt they try to pull? Who knows? Certainly not me. Anyone sticking around as a short term trader thinking short term big news will save their short term bets or make them a quick buck or 2 seems do not get the longitudinal history of MNKD. Mann has and will do what he think is in the long term interest of the company. He obviously does not seem to care to much about day traders... Good as far as I am concerned.
JPG
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Post by daduke38 on Sept 6, 2014 9:03:05 GMT -5
While there are many possible scenarios with the AMPH-MNKD-SNY-MDT Axis-of-Diabetes ... if MDT were to BO MannKind now, or say, just the Techno - would it make sense for them (financially and logistically and regulatory) to do it as a US company before the inversion ... or wait until after? While Covidien must certainly be consuming MDT cycles and funds, if this were on the table, I would think they would go for the most advantageous route. And certainly, they could always arrange a SNY-AMPH partnership after - I'm not certain that would be the gating factor. Thoughts? Figure this could be an indicator on the feasibility of this on the horizon ..... It would make sense before IMO, but with the offer for Covidien out there, does MDT have the cash it would take? I think (assuming it is approved ) after the Covidean deal they would be stronger from a Cash standpoint. If I remember correctly, Covidean is pretty cash strong plus once the merger takes place, they could re-use the $ to buy technosphere (assuming it is even for sale, which I believe it would be to MDT). |
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Post by daduke38 on Sept 6, 2014 14:09:36 GMT -5
A buyout of Technosphere now by MDT, Sanofi or anyone else would certainly not be in the interest of shareholders. Mann is obviously not a short term trader... He is and has been committed. He (at 94 or 95) and/or his foundations will be richly rewarded if he waits a few more years. Anyone looking at Mannkind and not thinking the same long term way as Mann might be disappointed in the short term, sell and then be really disappointed in the long term. Basically the approval of Afrezza and partnership with Sanofi simply marks the end of the beginning for MNKD. It is the proof of concept that the FDA will approve a drug using Technosphere. We are early in this companies history. How will short term market algos tell us to react to 'oh my god: no buyout or no news' at the next conference or whatever stunt they try to pull? Who knows? Certainly not me. Anyone sticking around as a short term trader thinking short term big news will save their short term bets or make them a quick buck or 2 seems do not get the longitudinal history of MNKD. Mann has and will do what he think is in the long term interest of the company. He obviously does not seem to care to much about day traders... Good as far as I am concerned. JPG In terms of Technosphere development, I have to disagree. SNY and / or MDT buying out the technosphere technology woud have more resources to move along more applications at a more rapid pace. SNY has more experience and manpower in dealing with the FDA. And I am not being short sighted on this, but practical. |
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Post by mnholdem on Sept 6, 2014 14:30:46 GMT -5
My dad used to say, "If you want a baby girl, leave the light on during ____. That way, the pattern is right in front of you!"
The Sanofi deal may be the pattern used by MannKind in the future with other drugs.
Upfront cash for drug design.
BP pays all development costs & reimburses mfg by Mannkind.
Mankind collects licensing and royalties.
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Post by jpg on Sept 6, 2014 15:38:35 GMT -5
Medtronic has no synergistical utility for Technosphere that I can possibly see. Medtronic is a defice company. Unless they want to become a Pharma company? I personally don't put a lot of value in the little pieces of plastic that MNKD has developed. The inhalers are possibly elegant pieces of design and engineering but not revolutionary. I doubt anyone would pay 10 to 20 billion for them...
Sanofi would use Texhnosphere for their drug use and stop it from becoming a platform for many other competitors drugs. The value proposition for Technosphere comes when multiple new drugs start being used or given second lives because of the unique properties of Technosphere. Until then I doubt a BP will pay what I think Twxhnosphere is worth.
JPG
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