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Post by Deleted on Nov 7, 2015 16:49:32 GMT -5
I don't expect anything good to come out of Monday's quarterly, and expect the detractors of MNKD to come out strong on Tuesday, with a barrage of negative spin that will further erode the share price. Like it or not, (I don't), the shorts are running the show for now. I hate it, but that's just the reality of the situation currently. Longs need to remain patient and wait. This is going to get uglier, before it gets better. Aloha.
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Nov. 9 CC
Nov 7, 2015 17:10:03 GMT -5
via mobile
Post by obamayoumama on Nov 7, 2015 17:10:03 GMT -5
I don't expect anything good to come out of Monday's quarterly, and expect the detractors of MNKD to come out strong on Tuesday, with a barrage of negative spin that will further erode the share price. Like it or not, (I don't), the shorts are running the show for now. I hate it, but that's just the reality of the situation currently. Longs need to remain patient and wait. This is going to get uglier, before it gets better. Aloha. Last month they had a JV meeting last month discussing the global expansion. I would hope to hear more about their first countries they have plans for, also TS status, and a statement on the long term commitment of SNY, and another mention that there is no plan for a secondary for the shorts to close out their position. |
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Post by nylefty on Nov 7, 2015 17:22:41 GMT -5
To summarize: "Prosperity is just around the corner". We know what happened to that chestnut. I don't believe Matt will be on the call on Monday He has been laid up with health issue. Maybe he can be on the call remotely. From the press release: Presenting from the Company will be its Chief Executive Officer, Hakan Edstrom and Chief Financial Officer, Matthew Pfeffer. - See more at: investors.mannkindcorp.com/releasedetail.cfm?ReleaseID=939786#sthash.ASi4Dq72.dpuf |
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Nov. 9 CC
Nov 7, 2015 17:54:55 GMT -5
via mobile
Post by lakers on Nov 7, 2015 17:54:55 GMT -5
I don't expect anything good to come out of Monday's quarterly, and expect the detractors of MNKD to come out strong on Tuesday, with a barrage of negative spin that will further erode the share price. Like it or not, (I don't), the shorts are running the show for now. I hate it, but that's just the reality of the situation currently. Longs need to remain patient and wait. This is going to get uglier, before it gets better. Aloha. Last month they had a JV meeting last month discussing the global expansion. I would hope to hear more about their first countries they have plans for, also TS status, and a statement on the long term commitment of SNY, and another mention that there is no plan for a secondary for the shorts to close out their position. My conjecture: Israel, Germany, the U.K., the Netherlands and several Nordic countries., followed by Japan and Canada. |
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Post by Deleted on Nov 7, 2015 18:32:32 GMT -5
I don't expect anything good to come out of Monday's quarterly, and expect the detractors of MNKD to come out strong on Tuesday, with a barrage of negative spin that will further erode the share price. Like it or not, (I don't), the shorts are running the show for now. I hate it, but that's just the reality of the situation currently. Longs need to remain patient and wait. This is going to get uglier, before it gets better. Aloha. If uglier means a lower share price, I say bring it! MNKD at this moment is all about future sales. Which are coming, no doubt here. |
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Post by kball on Nov 7, 2015 18:34:13 GMT -5
Last month they had a JV meeting last month discussing the global expansion. I would hope to hear more about their first countries they have plans for, also TS status, and a statement on the long term commitment of SNY, and another mention that there is no plan for a secondary for the shorts to close out their position. My conjecture: Israel, Germany, the U.K., the Netherlands and several Nordic countries., followed by Japan and Canada. First 2 already have Mannkind trading on their stock exchanges so there's that |
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Post by lakers on Nov 7, 2015 19:19:27 GMT -5
Netherland is a good bet for first launch.
This LICENSE AND COLLABORATION AGREEMENT (the “Agreement”) is entered into as of August 11, 2014 (the “Execution Date”) between MANNKIND CORPORATION, a Delaware corporation, having a principal place of business at 28903 North Avenue Paine, Valencia, California 91355, USA (“MannKind”), TECHNOSPHERE INTERNATIONAL C.V., a Dutch limited partnership, having a principal place of business at 1097 JB Amsterdam, Prins Bernhardplein 200, Netherlands (“TICV”), MANNKIND NETHERLANDS B.V., a Dutch limited liability company, having a principal place of business at 1097 JB Amsterdam, Prins Bernhardplein 200, Netherlands (“BV” and together with MannKind and TICV, jointly and severally, the “Licensors”), and SANOFI-AVENTIS DEUTSCHLAND GMBH, a company organized and existing under the laws of Germany with a place of business at 65926 Frankfurt am Main, Germany (“Sanofi”).
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Post by rrtzmd on Nov 7, 2015 22:36:55 GMT -5
I simply want to hear about cash... In connection with this (cash situation of Mannkind), I recall at one point Mannkind put its headquarter in California up for sale? Does anyone know whether it was sold? I vaguely recall it was up for sale for a price of $10/20 M, can't remember correctly. Buy, hey, $10/20 M helps at this point. Also, someone posted that the upcoming $25M milestone seems to be related to certification of Sanofi's insulin as a supply to Mannkind, does anyone have any update on that? Still appears to be listed: Valencia listingHowever, note that by the Sanofi agreement, the proceeds of the sale must be used to pay down the balance of the 175 million dollar credit facility first. |
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Post by jpg on Nov 7, 2015 22:42:05 GMT -5
In connection with this (cash situation of Mannkind), I recall at one point Mannkind put its headquarter in California up for sale? Does anyone know whether it was sold? I vaguely recall it was up for sale for a price of $10/20 M, can't remember correctly. Buy, hey, $10/20 M helps at this point. Also, someone posted that the upcoming $25M milestone seems to be related to certification of Sanofi's insulin as a supply to Mannkind, does anyone have any update on that? Still appears to be listed: Valencia listingHowever, note that by the Sanofi agreement, the proceeds of the sale must be used to pay down the balance of the 175 million dollar credit facility first. No wrong. Again. Read the agreement of what is pledge and this building isn't. |
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Post by lakers on Nov 8, 2015 15:57:10 GMT -5
Short-sellers frenzy: MannKind has faced intense pressure from short sellers, investors who are betting that the company's stock will fall. "It certainly is very frustrating," Edstrom said. "There's so much being written on the message boards. It's not reflecting the true situation, and you suspect it's being written because it can benefit them. There's not much we can do about that.... We are very much aware that you can have a conversation with the SEC and they can find a reason to look into it. I cannot talk about it because of confidentiality reasons." Will MannKind survive?: "Yes, it will. The basis for that is Afrezza is a unique product, and I absolutely believe we will see a significant uptick over time. I know from the feedback from patients, they absolutely love the product. The second reason is our [inhaler] is a very unique vehicle; it can deliver more than insulin through a pulmonary route. We have already started developing products that eventually will go into clinical testing." One example could be pain medication, he said. [We will hear about progress on Pain Med tomorrow, which already finished animal trial. PAH must be bound by NDA.] www.latimes.com/business/la-fi-himi-edstrom-20151108-story.html |
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Post by biotec on Nov 8, 2015 17:07:12 GMT -5
We are already half way thru Q4 2015, And the Scripts still suck. If these numbers continue 1rst Q results (Feb 2016) is going to be ugly unless some very good news comes or the scripts take off like crazy. Q1 2016 could get very ugly! JMOA
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Post by Deleted on Nov 8, 2015 18:29:33 GMT -5
I'm reading this evening that GS reiterated their Sell call on MNMD. Isn't this unusual for a Sunday, and just ahead of M's earnings release tomorrow? SP could take another hit tomorrow, IMO. I'm so not surprised by anything the short cartel will attempt to break MNKD. I've got dry powder for more if this gets interesting. Aloha.
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Post by biotec on Nov 8, 2015 18:48:47 GMT -5
I'm reading this evening that GS reiterated their Sell call on MNMD. Isn't this unusual for a Sunday, and just ahead of M's earnings release tomorrow? SP could take another hit tomorrow, IMO. I'm so not surprised by anything the short cartel will attempt to break MNKD. I've got dry powder for more if this gets interesting. Aloha. Why do you blame it on the shorts? We have no profits, We are in Debt! What are you looking for a buy grade with a $20 price target??? |
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Post by Deleted on Nov 8, 2015 19:18:13 GMT -5
I never said I was looking for a $20 price target, that's your suggestion. I'm just trying to find out about this GS reiteration move. Aloha.
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Post by rrtzmd on Nov 8, 2015 21:17:28 GMT -5
Still appears to be listed: Valencia listingHowever, note that by the Sanofi agreement, the proceeds of the sale must be used to pay down the balance of the 175 million dollar credit facility first. No wrong. Again. Read the agreement of what is pledge and this building isn't. From page 12 of the last 10-Q: "Additionally, if the Company sells its Valencia facility, the Company is required to prepay the loans under the Sanofi Loan Facility in an amount equal to 100% of the net cash proceeds of the sale within five business days of receipt." |
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