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Post by dreamboatcruise on Jul 24, 2015 12:55:06 GMT -5
I just had to add to my health addiction of MannKind shares. Can you treat addictions like this with Technosphere? A temporary paralytic might do the trick if the desire to buy is also temporary. When your finger starts twitching to hit the buy button, simply take a puff and wait until common sense returns  Not sure how easy it would be to get FDA approval for that. I can see all sorts of uses though. |
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Post by joeypotsandpans on Jul 24, 2015 15:13:29 GMT -5
I'm not sure which was more sour today, the broader markets or this board. However, I always put my $$$ where my mouth is and did the following today: Filled Buy to Open 40 SNY Sep 18 2015 55.0 Call Limit 1.25 -- -- 14:44:58 07/24/15 Filled Buy to Open 25 MNKD Jan 20 2017 3.0 Call Limit 2.43 -- -- 13:48:24 07/24/15 The overall market may help these get a bit lower next week, but the way SNY has been trading and given the sell down on weekly scripts I really wanted to add here. Like I said they may get cheaper but with the call next week from SNY and then the following call in two weeks or so from the mother ship thought today was a decent time. S&P closed a window today that was left on 7/10-13 so we'll see how next week goes for the broader markets but I like our two which are joined at the hip |
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Post by ashiwi on Jul 24, 2015 17:14:30 GMT -5
Just sold some August $5 puts. I did the same. 10 more contracts for .57 right before the close. Baba, should I dare say great minds think alike? Or do we own more shares at less than $4.50 in 4 weeks. I like our odds. |
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Post by biotec on Jul 24, 2015 18:42:46 GMT -5
If the RX's stay flat and no big news on CC calls from Sanofi and MNKD ( I don't see any big news coming anytime soon) We know that the RX'#s Q2 15 will show sales around 2-4 Mill. I can see PPS back in the 3's maybe testing 52 week lows. So I think Aug will not be a turning point for MNKD. JMOA!
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Post by cjc04 on Jul 24, 2015 18:59:40 GMT -5
If the RX's stay flat and no big news on CC calls from Sanofi and MNKD ( I don't see any big news coming anytime soon) We know that the RX'#s Q2 15 will show sales around 2-4 Mill. I can see PPS back in the 3's maybe testing 52 week lows. So I think Aug will not be a turning point for MNKD. JMOA! I hate to agree with you, but I do.... I'm expecting nothing earth shattering from the cc's ( as usual). I've been expecting the Aug debt issue to be good news but now I'm expecting a push/refi that ends up being a neutral event. I will be buying MORE, AGAIN, if we go sub $4.... But for the first time I'm not feeling like I know something "they" don't.... I love a good conspiracy theory to believe in,,, and I PRAY that SNY is currently pulling off the mother of all, but RX#'s are our only savior, and it's getting scary. |
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Post by mnholdem on Jul 25, 2015 8:55:40 GMT -5
Since so many members of this forum are of the level-headed variety, I will be the one to say it. If I were Sanofi and was planning a buyout - not just of Afrezza, but the entire company - and if biotech (allow me to use you as a example) were one of my competitors (say, Novo-Nordisk) I would be grinning from ear to ear, because my plan is working.
The Scenario is this: Al and I have a non-binding "gentlemen's" agreement. Al wants a 2:1 stock swap for me (Sanofi) to acquire MannKind Corporation with Afrezza, Technosphere, everything. Two Sanofi shares for each share of MNKD. That's about $100/share (Afterwards SNY will be diluted, so the deal would be around $85-$90 per MNKD share. When I made this non-binding agreement, I knew the potential for Technosphere, and convinced my BOD to let me initally launch Afrezza on a very limited scale and tightly focus on a small group of endos.
This would enable me to gather information, especially physician and patient reaction (my BOD wants this info to confirm the acquisition price is a good investment) while avoiding a bidding war by fooling my competitors "biotech", "baba" and that deep-pocketed "spiro" into thinking Afrezza was struggling. It worked. None of them are bidding. They're all sitting on the sidelines, thinking they've got a year or more. They're afraid of what Technosphere might do to their market share for many drugs, so they are presently more than a little delighted over the "struggles" that I'm having selling Afrezza.
Everything I suspected about Technospere is true. My BOD has given me the green light to acquire MannKind. The best part is that just before Al and I announce the acquisition, I'm going to buy millions of shares of MNKD at $5.50/share, which will defray my costs of buying the corporation at $100/share. When it's all said and done, I will have bought out MannKind for about $65-$75 a share.
Unless, of course, MNKD share price can get down to $3-$4 per share. Then my average cost per share will be even lower, say $50-$65. I have had Al & team under a non-disclosure agreement for nearly a year not to release ANY information unless I approve it first. After all, I don't want pps to jump before I buy all those shares.
Yessir. People are going to be stunned...but Sanofi, with Technosphere in our hands, will become the most powerful pharmaceutical company in the world.
The paperwork has been ready for months. I'm not going to tell you whether the paperwork has been signed nor whether I plan to announce the acquisition at this Thursday's earnings conference... you'll just have to "stay tuned".
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Post by BD on Jul 25, 2015 9:00:58 GMT -5
mnholdem, that sounds frighteningly plausible. So if "biotech", "baba" and "spiro" pick up on the deception (or learn about it from your post), we should start seeing that bidding war heating up right about now!
(I'm not holding my breath, but it's a nice dream, lol)
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Post by trenddiver on Jul 25, 2015 9:50:44 GMT -5
Since so many members of this forum are of the level-headed variety, I will be the one to say it. If I were Sanofi and was planning a buyout - not just of Afrezza, but the entire company - and if biotech (allow me to use you as a example) were one of my competitors (say, Novo-Nordisk) I would be grinning from ear to ear, because my plan is working. The Scenario is this: Al and I have a non-binding "gentlemen's" agreement. Al wants a 2:1 stock swap for me (Sanofi) to acquire MannKind Corporation with Afrezza, Technosphere, everything. Two Sanofi shares for each share of MNKD. That's about $100/share (Afterwards SNY will be diluted, so the deal would be around $85-$90 per MNKD share. When I made this non-binding agreement, I knew the potential for Technosphere, and convinced my BOD to let me initally launch Afrezza on a very limited scale and tightly focus on a small group of endos. This would enable me to gather information, especially physician and patient reaction (my BOD wants this info to confirm the acquisition price is a good investment) while avoiding a bidding war by fooling my competitors "biotech", "baba" and that deep-pocketed "spiro" into thinking Afrezza was struggling. It worked. None of them are bidding. They're all sitting on the sidelines, thinking they've got a year or more. They're afraid of what Technosphere might do to their market share for many drugs, so they are presently more than a little delighted over the "struggles" that I'm having selling Afrezza. Everything I suspected about Technospere is true. My BOD has given me the green light to acquire MannKind. The best part is that just before Al and I announce the acquisition, I'm going to buy millions of shares of MNKD at $5.50/share, which will defray my costs of buying the corporation at $100/share. When it's all said and done, I will have bought out MannKind for about $65-$75 a share. Unless, of course, MNKD share price can get down to $3-$4 per share. Then my average cost per share will be even lower, say $50-$65. I have had Al & team under a non-disclosure agreement for nearly a year not to release ANY information unless I approve it first. After all, I don't want pps to jump before I buy all those shares. Yessir. People are going to be stunned...but Sanofi, with Technosphere in our hands, will become the most powerful pharmaceutical company in the world. The paperwork has been ready for months. I'm not going to tell you whether the paperwork has been signed nor whether I plan to announce the acquisition at this Thursday's earnings conference... you'll just have to "stay tuned". One big fairy tale. |
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Post by kball on Jul 25, 2015 10:37:42 GMT -5
Since so many members of this forum are of the level-headed variety, I will be the one to say it. If I were Sanofi and was planning a buyout - not just of Afrezza, but the entire company - and if biotech (allow me to use you as a example) were one of my competitors (say, Novo-Nordisk) I would be grinning from ear to ear, because my plan is working. The Scenario is this: Al and I have a non-binding "gentlemen's" agreement. Al wants a 2:1 stock swap for me (Sanofi) to acquire MannKind Corporation with Afrezza, Technosphere, everything. Two Sanofi shares for each share of MNKD. That's about $100/share (Afterwards SNY will be diluted, so the deal would be around $85-$90 per MNKD share. When I made this non-binding agreement, I knew the potential for Technosphere, and convinced my BOD to let me initally launch Afrezza on a very limited scale and tightly focus on a small group of endos. This would enable me to gather information, especially physician and patient reaction (my BOD wants this info to confirm the acquisition price is a good investment) while avoiding a bidding war by fooling my competitors "biotech", "baba" and that deep-pocketed "spiro" into thinking Afrezza was struggling. It worked. None of them are bidding. They're all sitting on the sidelines, thinking they've got a year or more. They're afraid of what Technosphere might do to their market share for many drugs, so they are presently more than a little delighted over the "struggles" that I'm having selling Afrezza. Everything I suspected about Technospere is true. My BOD has given me the green light to acquire MannKind. The best part is that just before Al and I announce the acquisition, I'm going to buy millions of shares of MNKD at $5.50/share, which will defray my costs of buying the corporation at $100/share. When it's all said and done, I will have bought out MannKind for about $65-$75 a share. Unless, of course, MNKD share price can get down to $3-$4 per share. Then my average cost per share will be even lower, say $50-$65. I have had Al & team under a non-disclosure agreement for nearly a year not to release ANY information unless I approve it first. After all, I don't want pps to jump before I buy all those shares. Yessir. People are going to be stunned...but Sanofi, with Technosphere in our hands, will become the most powerful pharmaceutical company in the world. The paperwork has been ready for months. I'm not going to tell you whether the paperwork has been signed nor whether I plan to announce the acquisition at this Thursday's earnings conference... you'll just have to "stay tuned". I think this story is also plausible. Just plug in different numbers if you think wildly optimistic, or foolishly undervalued. |
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Post by sportsrancho on Jul 25, 2015 12:22:53 GMT -5
Since so many members of this forum are of the level-headed variety, I will be the one to say it. If I were Sanofi and was planning a buyout - not just of Afrezza, but the entire company - and if biotech (allow me to use you as a example) were one of my competitors (say, Novo-Nordisk) I would be grinning from ear to ear, because my plan is working. The Scenario is this: Al and I have a non-binding "gentlemen's" agreement. Al wants a 2:1 stock swap for me (Sanofi) to acquire MannKind Corporation with Afrezza, Technosphere, everything. Two Sanofi shares for each share of MNKD. That's about $100/share (Afterwards SNY will be diluted, so the deal would be around $85-$90 per MNKD share. When I made this non-binding agreement, I knew the potential for Technosphere, and convinced my BOD to let me initally launch Afrezza on a very limited scale and tightly focus on a small group of endos. This would enable me to gather information, especially physician and patient reaction (my BOD wants this info to confirm the acquisition price is a good investment) while avoiding a bidding war by fooling my competitors "biotech", "baba" and that deep-pocketed "spiro" into thinking Afrezza was struggling. It worked. None of them are bidding. They're all sitting on the sidelines, thinking they've got a year or more. They're afraid of what Technosphere might do to their market share for many drugs, so they are presently more than a little delighted over the "struggles" that I'm having selling Afrezza. Everything I suspected about Technospere is true. My BOD has given me the green light to acquire MannKind. The best part is that just before Al and I announce the acquisition, I'm going to buy millions of shares of MNKD at $5.50/share, which will defray my costs of buying the corporation at $100/share. When it's all said and done, I will have bought out MannKind for about $65-$75 a share. Unless, of course, MNKD share price can get down to $3-$4 per share. Then my average cost per share will be even lower, say $50-$65. I have had Al & team under a non-disclosure agreement for nearly a year not to release ANY information unless I approve it first. After all, I don't want pps to jump before I buy all those shares. Yessir. People are going to be stunned...but Sanofi, with Technosphere in our hands, will become the most powerful pharmaceutical company in the world. The paperwork has been ready for months. I'm not going to tell you whether the paperwork has been signed nor whether I plan to announce the acquisition at this Thursday's earnings conference... you'll just have to "stay tuned". . You got the story right but forgot the first part:-). You low-balled Al at first with a offer. He said no. So you agreed to partner. You were blindsided with the early results! ( Al was right again!) So then the plan was born. IMHO |
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Post by mnholdem on Jul 25, 2015 12:46:56 GMT -5
mnholdem, that sounds frighteningly plausible. So if "biotech", "baba" and "spiro" pick up on the deception (or learn about it from your post), we should start seeing that bidding war heating up right about now! (I'm not holding my breath, but it's a nice dream, lol) All the spiros are likely meeting right now. i hope that everyone understands that I think the scenario I put out (above) has a very low probablility of happening. But the possibility does exist. MNKD's long investors cannot be the only ones who understand the science of Technosphere and the many possibilities it presents. |
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Post by dreamboatcruise on Jul 25, 2015 13:19:47 GMT -5
While we're discussing unlikely scenarios... what about MNKD buying SNY?
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Post by kc on Jul 25, 2015 13:32:19 GMT -5
While we're discussing unlikely scenarios... what about MNKD buying SNY? Not likely but what about Regeneron Buying Into MannKind or Buying out MannKind. They are a cash rich company. Look at the cash on the Regeneron balance sheet. They are about 25% owned by Sanofi. So why wouldn't they consider a deal like that as it would be like an incestuous relationship.
But there are many cash rich Pharma's that might have some interest in not "Afrezza" but the technology of Technosphere. So you can never guess what is going to happen in the Pharma industry.
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Post by EveningOfTheDay on Jul 25, 2015 14:19:01 GMT -5
While we're discussing unlikely scenarios... what about MNKD buying SNY? Emphasis in UNLIKELY SCENARIOS. |
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Post by itrade on Jul 25, 2015 15:21:32 GMT -5
I just want MNKD to be above $10 at this point  |
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