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Post by liane on Dec 3, 2013 5:43:13 GMT -5
NOL,Technosphere etc.: The takeout scenario I posited would only cover rights to Afrezza. If I were the BP's CEO I would be happy to leave Technosphere (and NOL) with MNKD to do as it sees fit. The question you need to ask yourselves is: in that event, would you keep your MNKD shares and let it ride as MNKD looks for new discoveries? If not, why not? All very good points in your post alcc. And contrary to what's been posted on the YMB, this board does not exist simply to all agree with one another. I know the Pharmasset example is a bit of an anomaly, but I do think Afrezza will be equally disruptive to existing treatment plans. And the number of diabetics, both in the US and globally, simply boggles my mind. Right now - anyone's guess what this will be worth and when. I singled out the above part of your post as it made me stop and think. I likely would spread my investment around - some of it following Afrezza, some of it staying with MNKD and Technosphere, and some of it coming off the table. The Afrezza portion would depend on who the new owner is, the strength of that company, and the likelihood of maximizing potential. The MNKD portion would depend on how quickly the company shows signs of licensing the technology. |
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Post by mdcenter61 on Dec 3, 2013 10:52:51 GMT -5
NOL,Technosphere etc.: The takeout scenario I posited would only cover rights to Afrezza. If I were the BP's CEO I would be happy to leave Technosphere (and NOL) with MNKD to do as it sees fit. The question you need to ask yourselves is: in that event, would you keep your MNKD shares and let it ride as MNKD looks for new discoveries? If not, why not? All very good points in your post alcc. And contrary to what's been posted on the YMB, this board does not exist simply to all agree with one another. I know the Pharmasset example is a bit of an anomaly, but I do think Afrezza will be equally disruptive to existing treatment plans. And the number of diabetics, both in the US and globally, simply boggles my mind. Right now - anyone's guess what this will be worth and when. I singled out the above part of your post as it made me stop and think. I likely would spread my investment around - some of it following Afrezza, some of it staying with MNKD and Technosphere, and some of it coming off the table. The Afrezza portion would depend on who the new owner is, the strength of that company, and the likelihood of maximizing potential. The MNKD portion would depend on how quickly the company shows signs of licensing the technology. I agree and think alcc's post was well thought out and expressed. Given the existing share count, my expectations have been tempered from my original share purchases 5 years ago. I was fortunate to be able to buy a significant amount of shares and warrants while the PPS was down in the 2's to offset the original purchases, so I am still hoping for a home run rather than a grand slam. I am still very bullish on Mannkind and feel that we are on the cusp of some great news and even greater things. Should Mannkind be bought out by a big Pharma with a stock for stock buyout, I, like Liane, would probably hold some shares depending on the BP but would probably diversify at least a majority of it. Should Mannkind be left intact with basically only Technosphere, I would probably leave a small amount of shares in MNKD. I really don't see that scenario - I anticipate that Al is definitely positioning for partnership rather than buyout unless buyout is so lucrative as to not be ignored. |
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Post by Deleted on Dec 7, 2013 20:53:58 GMT -5
anyone see BMY as a potential partner?
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