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Future
Sept 10, 2014 9:00:30 GMT -5
Post by bradleysbest on Sept 10, 2014 9:00:30 GMT -5
I am convinced the only way this stock will take off in share price is from sales (1st qtr launch) or a buyout (Mannkind Technologies included). Speculation before Adcom pushed this up but NOTHING (FDA approval, partnership, CC) is going to get this going except Afrezza sales or a buyout. Thoughts?
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Future
Sept 10, 2014 11:45:15 GMT -5
Post by dreamboatcruise on Sept 10, 2014 11:45:15 GMT -5
Scratch buyout from your list. No reason to expect that will happen. If we put highly unlikely things on the list you could include Warren Buffet taking a 10% stake or oil being discovered under the Danbury facility.
A somewhat less speculative thing that could move the needle would be if the details of the agreement, which will be part of MNKD Sept quarter SEC filings, reveal something about how aggressive SNY plans to be in marketing this, or some indication of how quickly they think sales will ramp perhaps related to specifics of milestone payments... though my level of confidence is not great in that. From the conference yesterday it appears details of budgets, etc. will be determined by a committee with 50/50 representation, so the agreement itself may not have any details of interest.
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