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Post by mango on Apr 3, 2023 18:22:49 GMT -5
Thank you Diski. So in the three years following, despite the increase in shares issued, the PPS has more than tripled, indeed almost quadrupled? Doesn't seem like the Increase in Authorized Shares harmed us at all last time. Exactly. And as aged already pointed out, there is no concern here. |
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Post by hellodolly on Apr 3, 2023 18:56:29 GMT -5
You make my point. Registrations are abundant and share authorizations are necessary, not because "nothing is happening" but rather, in support of being be prepared if something happens. Nobody can say with any certainty how, when and if they will be used in accordance to the prospectus. It's absolutely necessary, for the reasons in my above Op. I don't at all see me making your point. There are already 52 MILLION shares available. To that will be added 400 MILLION. 452 MILLION shares at today's share price is $1.86 BILLION*. It's "absolutely necessary" to anticipate the need for that much money? No, a prudent company that wanted to finally get some credibility with investors, especially with a track record of dilution like MNKD, would not come up with some ridiculous blank check type number. I guess in your world they might have well put to vote for a billion shares. By your reasoning shouldn't companies just allow management to create unlimited shares without any vote. Couldn't that likewise be judged "absolutely necessary" by your reasoning. Seems to be your reasoning is "whatever management wants" is necessary. Or correct me if I'm misinterpreting. It seems you're simply ok with any number. If not give me your reasoning for needing 452 MILLION shares available for new uses. And if there really were some sort of merger of equals with MNKD issuing shares, the shares can always be authorized as part of the vote on the transaction. *Of course there is no way they could get $1.86B with these shares because the dilution if they tried using any significant number would tank the share price. I have no desire to beat a dead horse, but just making clear in no way is my view in line with yours. Will be my last post on this topic. What I implied was that they are in a much better position to determine what they need, why they need it and when they'll need it as it seems to me that they have a 10,000 foot view of the bigger picture. I don't sit in the boardroom and I'm not privy to the dialogue on the short term and long term strategic plans at MNKD. Therefore, if they feel it is absolutely necessary, IT IS "absolutely necessary". What I also implied was that the "sky is falling" crowd ALWAYS make a huge stage production out of dilution hastily rejecting any notion that those in the C-Suite have a better picture than the crew. By the way, I did add that nobody likes dilution. I also said that for those who can't stomach the notion that it may be necessary, well...I haven't changed my opinion there either. |
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Post by lennymnkd on Apr 3, 2023 20:28:51 GMT -5
In person shareholder meetings I’ve attended we’re always insightful…
And helped you get a bead on things …DISAPPOINTED !
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Post by runner on Apr 3, 2023 23:38:12 GMT -5
In person shareholder meetings I’ve attended we’re always insightful… And helped you get a bead on things …DISAPPOINTED ! I attended shareholder meetings in 2015 in Danbury, 2017 in Westlake Village and 2019 in New York City. Each time I learned so much from being in the room and watching, listening and feeling the nuances rather than just being on a conference call. Plus, I was able to observe the immediate visceral responses when I or other people asked questions. |
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Post by longliner on Apr 4, 2023 0:45:32 GMT -5
So of the 135M remaining authorized shares, 84M are locked into equity compensation plans (62%). And now they are going to authorize 400M more… More free shares and crazy bonuses for BoD, management, and friends! Damn, if I were you, with your angst, and I had shares, I'd sell em and move on to a management team I could trust! What luck for you! Some pretty heavy hitters seem to be buying the shit out of MNKD right now! Buh bye  |
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Post by cretin11 on Apr 4, 2023 4:58:40 GMT -5
gorman I had already read the excerpt you highlighted including the boilerplate reference to staving off a hostile takeover bid. What amused me about it was that anyone would take that boilerplate and insinuate (or perhaps actually believe) a hostile takeover bid were even remotely in the actual picture.
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Post by prcgorman2 on Apr 4, 2023 6:25:20 GMT -5
gorman I had already read the excerpt you highlighted including the boilerplate reference to staving off a hostile takeover bid. What amused me about it was that anyone would take that boilerplate and insinuate (or perhaps actually believe) a hostile takeover bid were even remotely in the actual picture. cretin what inside information do you have that lets you know the “boilerplate” is absurd and only a fool would believe it? Furrther, nobody here seems to argue that the request for more shares is going to be voted down by the large institutional shareholders. Assuming those investors are not gullible fools, what in the language that was offered do they find persuasive? Or is there something secret that only they and you know? Be a friend. Give us the cretin insight. |
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Post by sayhey24 on Apr 4, 2023 6:37:17 GMT -5
gorman I had already read the excerpt you highlighted including the boilerplate reference to staving off a hostile takeover bid. What amused me about it was that anyone would take that boilerplate and insinuate (or perhaps actually believe) a hostile takeover bid were even remotely in the actual picture. For the possibility of a hostile takeover to be possible Technosphere and afrezza would have to be as good as we have been saying on this board for years. Is it? Is Tyvaso DPI any good? Are these continuing reports and videos of afrezza by T1s being the best insulin they have taken true? Could afrezza be the best approach for treating T2s? Does MNKD have a TS based GLP1 solution siting on the shelf? Is afrezza's biggest problem not a medical problem but a marketing problem? Would someone like a Mark Cuban who thinks MNKDs issue is a marketing issue try and buy MNKD? He already has costpludrugs.com If CGMs really do have the potential of jump starting T2 sales of afrezza through the Medicare channel would someone not be interested? You just never know what the future will bring. Isn't it always best to be prepared than caught blind? |
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Post by peppy on Apr 4, 2023 6:50:28 GMT -5
In person shareholder meetings I’ve attended we’re always insightful… And helped you get a bead on things …DISAPPOINTED ! I attended shareholder meetings in 2015 in Danbury, 2017 in Westlake Village and 2019 in New York City. Each time I learned so much from being in the room and watching, listening and feeling the nuances rather than just being on a conference call. Plus, I was able to observe the immediate visceral responses when I or other people asked questions. Wow, you got to see all the changes in management. How ridiculous our Health Care system restricts the world's best insulin secondary to profit agreements. It is almost like medicine doesn't really care about the patient. Medicine is a for profit industry in the USA. Medicine a non entity. Me, I am marching in the streets of Tennessee, protesting the gun laws. |
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Post by lennymnkd on Apr 4, 2023 6:55:19 GMT -5
Profits I’ll take … leave the politics out of it .
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Post by peppy on Apr 4, 2023 7:01:47 GMT -5
Profits I’ll take … leave the politics out of it .Too late, FACT SHEET: President Biden’s Cap on the Cost of Insulin Could Benefit Millions of Americans in All 50 States https:/ /www.whitehouse.gov/briefing-room/statements-releases/2023/03/02/fact-sheet-president-bidens-cap-on-the-cost-of-insulin-could-benefit-millions-of-americans-in-all-50-states/ Also, what profits? |
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Post by Deleted on Apr 4, 2023 7:06:39 GMT -5
Yeah Peppy! I'm against gun laws too!
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Post by awesomo on Apr 4, 2023 7:30:58 GMT -5
So of the 135M remaining authorized shares, 84M are locked into equity compensation plans (62%). And now they are going to authorize 400M more… More free shares and crazy bonuses for BoD, management, and friends! Damn, if I were you, with your angst, and I had shares, I'd sell em and move on to a management team I could trust! What luck for you! Some pretty heavy hitters seem to be buying the shit out of MNKD right now! Buh bye Don’t need investing advice from the pumper echo chamber, but thanks! |
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Post by Clement on Apr 4, 2023 7:37:30 GMT -5
Now the "pumper" and "basher" language is back. It's pretty boring this time around.
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Post by mango on Apr 4, 2023 7:49:10 GMT -5
gorman I had already read the excerpt you highlighted including the boilerplate reference to staving off a hostile takeover bid. What amused me about it was that anyone would take that boilerplate and insinuate (or perhaps actually believe) a hostile takeover bid were even remotely in the actual picture. For the possibility of a hostile takeover to be possible Technosphere and afrezza would have to be as good as we have been saying on this board for years. Is it? Is Tyvaso DPI any good? Are these continuing reports and videos of afrezza by T1s being the best insulin they have taken true? Could afrezza be the best approach for treating T2s? Does MNKD have a TS based GLP1 solution siting on the shelf? Is afrezza's biggest problem not a medical problem but a marketing problem? Would someone like a Mark Cuban who thinks MNKDs issue is a marketing issue try and buy MNKD? He already has costpludrugs.com If CGMs really do have the potential of jump starting T2 sales of afrezza through the Medicare channel would someone not be interested? You just never know what the future will bring. Isn't it always best to be prepared than caught blind? When did Mark Cuban say MannKind’s issue was a marketing issue? Can you post the video or article to that please? First I am hearing Mark Cuban even knows about MannKind let alone him discussing Afrezza sales and marketing. |
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