|
|
Post by markado on May 9, 2024 12:09:30 GMT -5
At any reasonable price, UTHRs buyout of MNKD would be accretive in many aspects, to Sales, Profits and Market Cap. 11.2B becomes 15B overnight, and the street positively views the acquisition as a firm IP / platform technology grab that Martine can steer and steward to greater things, faster.
I'm not going anywhere, but I'm pretty much over being patient after 10 years. Something's got to give. Someone should make a move. JMO.
|
|
|
|
Post by mango on May 9, 2024 12:18:55 GMT -5
What does that equate to in PPS? With our current pipeline our future potential is pretty freaking enormous. It better be a big number.
|
|
|
|
Post by parrerob on May 9, 2024 12:21:50 GMT -5
Taking note of sagard agreement 3-4b$ are for tyvaso only (plus v-go as gift)....
|
|
|
|
Post by awesomo on May 9, 2024 12:27:54 GMT -5
What does that equate to in PPS? With our current pipeline our future potential is pretty freaking enormous. It better be a big number. Roughly $11.06 - $14.75 per share, which is a premium you would be hard pressed to not take. |
|
|
|
Post by mytakeonit on May 9, 2024 12:37:28 GMT -5
So over $10  |
|
|
|
Post by jkendra on May 9, 2024 12:45:06 GMT -5
What does that equate to in PPS? With our current pipeline our future potential is pretty freaking enormous. It better be a big number. Roughly $11.06 - $14.75 per share, which is a premium you would be hard pressed to not take. I would only accept 200x earnings in line with Liquidia. Fair enough ? |
|
|
|
Post by dh4mizzou on May 9, 2024 12:54:09 GMT -5
Can we pick a $10B buyout by 2026?
|
|
|
|
Post by markado on May 9, 2024 13:05:06 GMT -5
Can we pick a $10B buyout by 2026? No, but you can create another poll. It's always a question of risk/reward and opportunity cost. I believe under UTHRs stewardship MNKDs assets would be worth $10B to the UTHR ticker by EOY 2026. If UTHR were to offer an all stock deal, I might cash out a small portion of my holdings, but the remainder I might hold for another 3-5 years, presuming demonstrable upward trajectory. |
|
|
|
Post by cretin11 on May 9, 2024 13:29:40 GMT -5
No brainer. With UTHR running things this could finally reach its potential. $3B offer is more generous than we could insist on but would be an easy yes.
|
|
|
|
Post by jkendra on May 9, 2024 13:36:11 GMT -5
No brainer. With UTHR running things this could finally reach its potential. $3B offer is more generous than we could insist on but would be an easy yes. POINT Biopharma was bought out by Lilly for $1.4B. At the time POINT had 2.4M in revenue for the quarter. |
|
|
|
Post by cretin11 on May 9, 2024 14:23:29 GMT -5
What was the acquisition premium?
|
|
|
|
Post by ktim on May 9, 2024 16:13:54 GMT -5
Roughly $11.06 - $14.75 per share, which is a premium you would be hard pressed to not take. I would only accept 200x earnings in line with Liquidia. Fair enough ? Our current SP is about 100x our TTM earnings, so you're looking for double our current share price? |
|
|
|
Post by ktim on May 9, 2024 16:20:17 GMT -5
If it were a stock for stock buyout I'd support that. Not a cash offer since I need to avoid capital gains as much as possible until 2027. Though I suspect other shareholders and the BOD aren't going to take my tax situation into account  |
|
|
|
Post by cretin11 on May 9, 2024 16:24:02 GMT -5
Your suspicion is correct ktim, a buyout at 2x our share price would pass overwhelmingly whether stock swap or cash. 🙏🏽
|
|
