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Post by notamnkdmillionaire on Nov 2, 2013 13:38:37 GMT -5
TPG Capital and MNKD. Maybe the partner ISN'T a major pharma but a contrarian private investment firm that specializes in what Mannkind is trying to do. tpg.com/www.tpgbiotech.com/ |
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Post by goyocafe on Nov 2, 2013 14:24:14 GMT -5
TPG Capital and MNKD. Maybe the partner ISN'T a major pharma but a contrarian private investment firm that specializes in what Mannkind is trying to do. tpg.com/www.tpgbiotech.com/I guess it all comes down to how it's framed and how they consider current shareholders. Considering Al has a lot of public shares, it would be difficult to completely discount us common shareholders. |
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Post by liane on Nov 2, 2013 15:10:33 GMT -5
I saw TPG mentioned on StockTwits, but with absolutely no elaboration. Yes, they have money to invest, but what we really need at this point is an experienced sales and marketing force.
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Post by jpg on Nov 3, 2013 20:34:25 GMT -5
Maybe I underestimate the value added services of BP but to me a few experienced senior mangers could easily rebuild the 'structure' of most BP and do very well. There is plenty of talent available to hire all the way up the BP sale force structure. Many BP names are already tainted with so much bad stuff that I don't think adding their names to any drug is that big a benefit? Like: wow this is a Merck drug! It must be good and safe... Yeh... Replace Merck with almost any BP name and see how it works for clinicians?
I almost see BP as a simple thing to generically copy. A bit like contract manufacturing for phones but much simpler and quicker to set up. There could be synergy for a BP like Sanofi to push Afrezza with Lantus but I don't think there would be that much upside to Mannkind from being tied into Sanofi. The way I see it Sanofi needs Mannkind more then Mannkind needs Sanofi. Maybe Sanofi (and other BP) don't see it that way but this lack of vision is why companies (Lilly being the poster child for this foolish and blind lack of forward vision) are self destroying.. BP (except for maybe 1 or 2) are in deep trouble because they are (or were) willing to waste billions in the lab but not so much on playing nice with innovative baby biotechs. This is probably why I have share of only 2 traditional BP...
It might not be popular with Wall Street short term but I think Mannkind could be well served with a good deal with an 'out of the box' type partnership if the best offer they get.with a bit of luck they might get a good deal from a non traditional source and the share price will drop even more. That could certainly be a good buying opportunity.
JPG
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