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Post by garrett on Nov 11, 2015 12:04:21 GMT -5
If sny needs afrezza they can't have mnkd fail. Sny can offer mnkd $5-6/share for just afrezza. Mnkd can keep ts. Al's legacy will be safe. And we learn a painful investing lesson and move on with our lives. Are kidding! Of course SNY can have MNKD fail, they have all of the MNKD technology and patents as collateral on the loan. MNKD fails and SNY walks away with all of it! I've been abused every time a post anything regarding the lack of commitment from SNY, the structure of this loan and the incompetence of mnkd management. The only possible way this company survives is another big bail out from AL and a complete replacement of the entire board of directors and upper management, I personnally don't think any of it will happen. So, have you verified that the SNY loan is secured (security agreement signed with a UCC filed). I don't think it is! However, I can assure your the Mann's loan is secured in first position.
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Post by jbe on Nov 11, 2015 12:10:58 GMT -5
"Any large cap bio-pharma could buy MannKind shares on the open market and steal MannKind away from Sanofi with a hostile takeover as cheap as they are. Ask yourself, why hasn't this happened? That's why I am freaked and very spooked by today with no press release or signs of recovery. It's game over man, game over. "
Yes, perplexing, if Afrezza's results were average, i could understand, but they are superior, and in a huge market, I would think some player out there would believe they could do a much better job marketing the product, the approval is done, people know about it, the big R&D costs are in the past, and the Technosphere patents are a bonus... Why not buy into this cheap?
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Post by garrett on Nov 11, 2015 12:32:17 GMT -5
"Any large cap bio-pharma could buy MannKind shares on the open market and steal MannKind away from Sanofi with a hostile takeover as cheap as they are. Ask yourself, why hasn't this happened? That's why I am freaked and very spooked by today with no press release or signs of recovery. It's game over man, game over. " Yes, perplexing, if Afrezza's results were average, i could understand, but they are superior, and in a huge market, I would think some player out there would believe they could do a much better job marketing the product, the approval is done, people know about it, the big R&D costs are in the past, and the Technosphere patents are a bonus... Why not buy into this cheap? A suitor could only buy the float at best (not any insider shares) and I am sure MannKind has a "poison pill" in place. Mann is not going to sell at these prices.
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Deleted
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Post by Deleted on Nov 11, 2015 12:56:51 GMT -5
If sny needs afrezza they can't have mnkd fail. Sny can offer mnkd $5-6/share for just afrezza. Mnkd can keep ts. Al's legacy will be safe. And we learn a painful investing lesson and move on with our lives. Are kidding! Of course SNY can have MNKD fail, they have all of the MNKD technology and patents as collateral on the loan. MNKD fails and SNY walks away with all of it! I've been abused every time a post anything regarding the lack of commitment from SNY, the structure of this loan and the incompetence of mnkd management. The only possible way this company survives is another big bail out from AL and a complete replacement of the entire board of directors and upper management, I personnally don't think any of it will happen. For the chump change Sanofi has into Mannkind so far, you think they will own MNKD for that paltry amount of $$? You seriously think that other big pharmas won't be interested in Afrezza and Technosphere and you seriously think other big pharmas will let Sanofi buy the technology on the cheap without throwing out an unsolicited offer and even if the other big pharma does not really want to buy the company you don't think they will bid it up a bit to at a minimum, make it hurt for Sanofi? No way no how. Technosphere has become a proven technology via Afrezza launch and clinical trials. A good chunk of uncertainty about Technosphere efficacy and safety is gone. Do you have any idea what a Tier 1 big pharma with a well oiled sales, marketing and regulatory machine would do with Afrezza? PS - Sanofi isn't Tier 1 or Tier 2 for that matter.
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