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Post by trenddiver on Sept 17, 2014 21:47:39 GMT -5
There have been suggestions that Mannkind or Al Mann should formulate a plan which would cause a short squeeze to happen. What is it that Mannkind or Al Mann should be doing or could be doing to make that happen? Hope we get some really good suggestions.
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Post by Deleted on Sept 17, 2014 21:59:09 GMT -5
Absent substantial "news", insider buying could get the ball rolling. iNO is up 21% in a month since their CEO bought 250,000 shares
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Post by fedakd on Sept 18, 2014 0:10:25 GMT -5
If Sanofi announced ownership of 10%, there would be a squeeze. If you consider Al Mann at ~50%, institutions of 20%, and Sanofi at 10% with a short interest at 30% of float...that would be a BIG problem for them  |
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Post by computerresearchtech on Sept 18, 2014 3:10:02 GMT -5
"There have been suggestions that Mannkind or Al Mann should formulate a plan which would cause a short squeeze to happen..." I wonder if that is legal to do so? Could that be considered trying to manipulate the market? "Absent substantial "news", insider buying could get the ball rolling. iNO is up 21% in a month since their CEO bought 250,000 shares" Don't know if adding another 250,000 shares by the CEO of mnkd would have any impact at this point  |
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Post by daduke38 on Sept 18, 2014 7:10:58 GMT -5
If Sanofi announced ownership of 10%, there would be a squeeze. If you consider Al Mann at ~50%, institutions of 20%, and Sanofi at 10% with a short interest at 30% of float...that would be a BIG problem for them It would be interesting to know IF SNY is buying shares. It almost seems illogical that they wouldn't be. |
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Post by vissertrades on Sept 18, 2014 7:35:05 GMT -5
This would do it, from Yahoo MB:
mikesmilitaria • 13 hours ago Flag
23users liked this postsusers disliked this posts8Reply
Stock swap coming within a few weeks
and it will be a 1:1. SNY does not need MNKD's involvement and they have 500million shares (SNY) already registered with the SEC for that purpose....this was done in Dec. 2013.
There is NO way SNY is going to share profits from Afrezza "forever" and they absolutely know the down-stream revenue value of MNKD's platforms.
500MM shares I believe are at 1/2 price to SNY shares or 13 Billion...
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Post by biotec on Sept 18, 2014 8:15:37 GMT -5
Wow I just wasted 4 min of my life reading this post. Why are we getting information from the YMB here?
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Post by cybergym66 on Sept 18, 2014 8:33:36 GMT -5
This would do it, from Yahoo MB: mikesmilitaria • 13 hours ago Flag 23users liked this postsusers disliked this posts8Reply Stock swap coming within a few weeks and it will be a 1:1. SNY does not need MNKD's involvement and they have 500million shares (SNY) already registered with the SEC for that purpose....this was done in Dec. 2013. There is NO way SNY is going to share profits from Afrezza "forever" and they absolutely know the down-stream revenue value of MNKD's platforms. 500MM shares I believe are at 1/2 price to SNY shares or 13 Billion... Got to love Mike's enthusiasm!!! This idea has been bounced around since I started reading the "other" MNKD board the end of Dec last year. I think another BP was thrown in the mix when the rumor mill cranked up for multiple partners (NVS?). I'll have to put this is the "wishful thinking" category right along with the "SNY is accumulating MNKD stock". I give both a less than 20% chance of happening (certainly no scientific reasoning on my part for the number). We all need to realize this stock is not going to pop...it will be a grind up with maybe some nice surprises but certainly not a MASSIVE SS! (another wishful thinking guess). I think we all will make better investment decisions thinking in this manner. |
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Post by saxcmann on Sept 18, 2014 15:43:28 GMT -5
cybergym66, you really only think 20% chance??? Look at SNY's history when partnering with other companies. You still say only 20% chance of SNY accumulating MNKD Stock!? I'd be surprised if they weren't accumulating! I think we'll get the answer in November and Mike is right.
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Post by cybergym66 on Sept 18, 2014 17:30:55 GMT -5
cybergym66, you really only think 20% chance??? Look at SNY's history when partnering with other companies. You still say only 20% chance of SNY accumulating MNKD Stock!? I'd be surprised if they weren't accumulating! I think we'll get the answer in November and Mike is right. As I mentioned...not scientific (20% chance). I believe MNKD will be worth more than $20-25B before Al agrees to sell company. Right now the company, due to price manipulation, is WAY undervalued. Given SNY past with other partnerships one can extrapolate that they will do the same with MNKD, so maybe I should clarify that there's a 20% chance within the next yr or so. As far as SNY buying MNKD stock...volume has been rather low lately which I would expect to be higher if they were buying plus they would be removing shares from the market causing the price to go up (In theory in the open market). So what is happening in Nov vs any other month? I've missed a SNY/MNKD press release...Oh wait!!! There hasn't been ANY!!! Let's get HSR approval (Hart–Scott–Rodino Antitrust Improvements Act) first (by end of Sept?) then maybe SNY/MNKD will outline events in the coming months. My point in all this is too many people start getting over optimistic with partnerships/BO/stock swaps/Short Squeeze/etc which then turn out to be false in the end with this stock, which I'm definitely guilty of doing . There's a reason the price has gone down (other than short sellers) and I say it's due to lack of clarity from SNY/MNKD. This partnership needs to learn to crawl first (controlled roll out mentioned by SNY) before we see stock being bought or stocks swaps occurring. |
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Post by mnholdem on Sept 18, 2014 17:31:26 GMT -5
I agree with biotech. Best to go with what guidance we have from MannKind. This is what we know to date:
1. HSR approval has not been received (per Hakan @ Morgan). FTC rarely does NOT publicly announce an approval once it's granted. Until that announcement/approval, Mannkind and Sanofi cannot even officially sit down to discuss sales related to the "controlled launch", let alone forecasts.
1a. Unofficially, they may have discussed certain items, but are forbidden from talking publicly about it.
1b. Further development (i.e. EMA application, FDA re-labeling and post-approval trial requirements, which will be Sanofi's responsibility per the deal, will commence ASAP
after HSR approval.
2. Commercial production of 3 lines planned to start in November 2014.
2a. The CMC certification triggers the first of the $775 Sanofi payments (Matt all but confirmed this at Morgan).
3. Afrezza II - In his recent interview, Al Mann referenced a new formula that would enable 24- and 36-unit cartridges, but said not to expect it anytime soon. This is most likely
the new process (patent granted several weeks ago) and will require NDA and 2 years of testing before FDA approval.
What else do we know? Just what's in the last 10-Q. That's about it. You know what? I'm okay with waiting, and don't even care if there's a buyout, because in 10 years MannKind will be worth 2-4 Sanofi's $56.25/share. Technosphere is the long-range value generator. So all this speculation of "imminent" surprises is just causing discouragement when week after week goes by with no news.
I wish folks would be a little more patient.
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Post by trenddiver on Sept 18, 2014 18:22:27 GMT -5
I know it sounds crazy but we've been hearing so much about these so called "naked short positions". Just wondering if there is such a strategy called "naked long". Its kinda of a reverse of the "naked short strategy" where shares are sold and not delivered. In this case shares are purchased and money not delivered. Hmmmm. I imagine Wall Street could probably figure a way if there was money to be made.
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Post by papihoyos on Sept 18, 2014 18:23:20 GMT -5
a higgledy-piggledy jumbo
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Post by BlueCat on Sept 21, 2014 13:43:26 GMT -5
Heh. I think its called a margin account.
Rather than sell stock you don't own, you buy it with money you don't have.
And yes, they've been making boatloads on this for quite some time.
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Post by BlueCat on Sept 21, 2014 14:09:22 GMT -5
I would add that with margin calls, the ax comes down swiftly on the individual investor, who's failure to deliver impacts a single institution at most.
But we see how quickly (Not!) action is taken in the reverse short, failure-to-deliver when the impact of those actions can be realized across a company and all of its investors.
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