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Post by coo2002coo on Jan 28, 2016 4:22:14 GMT -5
I'm with you od The board is getting out of hand lately; even people I normally respect are posting wide-eyed ideas. It's beginning to sound like YMB - which I thought you all were trying to escape. So everyone, please let's keep it real. If you're going to post some outrageous MNKD valuation, you need to at least give your time frame and reasoning. Failure to adhere to this will get your post deleted. Don't you think you're taking this board a little too seriously? This is still an anonymous on line message board for small time retail investors (me included). None of us sit on the board of directors here... Well, I guess you maybe able to have a lot more fun on YMB.
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Post by pktrump on Jan 28, 2016 7:45:53 GMT -5
My hope for the cc is for number 1. there to be clarity on the strategy going forward 2. financing MNKD going forward for the next 1-2 yrs is settled 3. a strong mutually beneficial partnership is announced. There will be certainly discussion by Matt regarding RLS, but will this be a postivie?
Now, for those that think the cc will be a positive one, is there an option strategy here before Feb 3rd? More specifically can an option strategy get this investment back in black utilizing the minimal amount of capital relative to buying common shares? Joey are you out there?
In the spirit of Geico commecials, 'if your a MNKD investor, you speculate, ITS what you do.'
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Post by papanigon on Jan 28, 2016 22:00:46 GMT -5
Don't you think you're taking this board a little too seriously? This is still an anonymous on line message board for small time retail investors (me included). None of us sit on the board of directors here... Well, I guess you maybe able to have a lot more fun on YMB. I will apologize for my initial reply that created these replies. As a medical professional that believes in both MNKD and their products, I am also wanting more as an investor. I am from planet earth, and don't want to fud or spud, so please accept my apologies. I appreciate this board and will try to curb my crazy hopes and dreams, that I hope will some day come to fruition.
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Post by peppy on Jan 29, 2016 6:02:40 GMT -5
Question: What did AF mean, in the tweet: "RLS: Mannkind protecting it's patents" to paraphrase. ? Any thoughts?
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Post by mnholdem on Jan 29, 2016 8:43:20 GMT -5
I do expect that there will be one major disappointment coming out of the conference call.
I fully expect for CEO Matt Pfeffer to explain to shareholders that there are certain actions which MannKind Corporation cannot yet implement or even speak about before control of Afrezza is fully returned to MannKind Corporation by Sanofi. Like it or not, MannKind remains contractually bound to an Agreement which gave Sanofi 100% of the decision-making authority on virtually everything related to the marketing and development of Afrezza.
I expect Matt will explain that this restriction, that prevents them from carrying out or even discussing plans for development activities related to Afrezza (a mandate of silence that has been imposed by Sanofi for the past 1-1/2 years), must continue until the effective date of termination (EDT).
Like it or not, Sanofi has the legal right to impose two more months of preventing Matt from talking about pricing, insurance, marketing, trials or management's plan for launching international sales of Afrezza. Contractually, Sanofi retains sole control of these activities until the EDT and there isn't a damn thing we can do about it.
I suspect that this will undoubtedly be the biggest disappointment to come out of MannKind's upcoming investors conference and that CEO Pfeffer will take a lot of crap for it from shareholders who are tired of silence. Wall Street pundits will continue publishing harsh and negative articles, taking advantage of this situation.
I'm very encouraged by CEO Pfeffer taking significant steps to make MannKind Corporation become much more transparent for its shareholders, yet I fear that any news about Afrezza will continue to be subjected to negative press for another couple months.
Good fortune all.
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Post by figglebird on Jan 29, 2016 8:46:29 GMT -5
It is 56 percent cheaper.
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Post by patten1962 on Jan 29, 2016 8:47:36 GMT -5
I do expect that there will be one major disappointment coming out of the conference call.
I fully expect for CEO Matt Pfeffer to explain to shareholders that there are certain actions which MannKind Corporation cannot yet implement or even speak about before control of Afrezza is fully returned to MannKind Corporation by Sanofi. Like it or not, MannKind remains contractually bound to an Agreement which gave Sanofi 100% of the decision-making authority on virtually everything related to the marketing and development of Afrezza.
I expect Matt will explain that this restriction, that prevents them from carrying out or even discussing plans for development activities related to Afrezza (a mandate of silence that has been imposed by Sanofi for the past 1-1/2 years), must continue until the effective date of termination (EDT).
Like it or not, Sanofi has the legal right to impose two more months of preventing Matt from talking about pricing, insurance, marketing, trials or management's plan for launching international sales of Afrezza. Contractually, Sanofi retains sole control of these activities until the EDT and there isn't a damn thing we can do about it.
I suspect that this will undoubtedly be the biggest disappointment to come out of MannKind's upcoming investors conference and that CEO Pfeffer will take a lot of crap for it from shareholders and that Wall Street pundits will continue publishing harsh and negative articles.
I'm very encouraged by CEO Pfeffer taking significant steps to make MannKind Corporation become much more transparent for its shareholders, yet I fear that MannKind will continue take a beating in the press as longs as they cannot speaks about specific plans for Afrezza.
Good fortune all.
In your opinion what do you think the stock price will do the next few days? I would also think by Monday will will see if we have any change in short interest
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Post by figglebird on Jan 29, 2016 8:51:04 GMT -5
Somewhat fear based, somewhat rational - but I would not worry nor anticipate. Also, if that happens, it would be a good thing for mnkd shareholders.
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Post by mnholdem on Jan 29, 2016 8:54:17 GMT -5
How will MNKD stock perform this week and next? I'm not a professional day trader, so I don't have a clue. I would think, though, that the Wall Street pundits, who continually attack MannKind, are aware that MannKind cannot yet present a specific Afrezza development plan and/or timeline.
So AF and other naysayers will take advantage to push their agenda. But they also know that Sanofi's control of information will come to an end soon and that time is short. In the meantime, CEO Pfeffer must show other reasons why MannKind has value. He and Dr. Urbanski will focus on the Technosphere pipeline and, hopefully, keep us informed about pre-clinical test results.
Matt will also need to address financial matters. He'll probably be advised to refrain from discussing pending class action lawsuits, though.
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Post by bearcatmax on Jan 29, 2016 9:00:01 GMT -5
All these theories are going to get people way too excited. Let them speak, then break down what they said. Pfeffer has done as he has said since taking over. Don't expect the world. Keep expectations realistic.
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Post by esstan2001 on Jan 29, 2016 9:01:59 GMT -5
I do expect that there will be one major disappointment coming out of the conference call.
.....
Like it or not, Sanofi has the legal right to impose two more months of preventing Matt from talking about pricing, insurance, marketing, trials or management's plan for launching international sales of Afrezza. Contractually, Sanofi retains sole control of these activities until the EDT and there isn't a damn thing we can do about it.
....
It is certainly in mnkd's best interest to expedite the closing of the partnership... Can they pull forward this April date 1-2 months? Except to delay 'the competition', I see no other reasons for SNY to object.
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Post by patten1962 on Jan 29, 2016 9:17:18 GMT -5
How will MNKD stock perform this week and next? I'm not a professional day trader, so I don't have a clue. I would think, though, that the Wall Street pundits, who continually attack MannKind, are aware that MannKind cannot yet present a specific Afrezza development plan and/or timeline.
So AF and other naysayers will take advantage to push their agenda. But they also know that Sanofi's control of information will come to an end soon and that time is short. In the meantime, CEO Pfeffer must show other reasons why MannKind has value. He and Dr. Urbanski will focus on the Technosphere pipeline and, hopefully, keep us informed about pre-clinical test results.
Matt will also need to address financial matters. He'll probably be advised to refrain from discussing pending class action lawsuits, though. Thank you. I also don't know. I thought we would hold over a doller. I also thought it would get back to price before Sanofi news. I bought a lot in the 70 cents range. I know it's a pure gamble.
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Post by matt on Jan 29, 2016 11:20:10 GMT -5
Question: What did AF mean, in the tweet: "RLS: Mannkind protecting it's patents" to paraphrase. ? Any thoughts? My only thought is that AF doesn't understand how bankruptcy works with respect to patents.
A debtor in a Chapter 11 has the right to accept or reject executory contracts (i.e. long-term contracts with time still to run). Some debtors used to threaten licensees with termination in order to squeeze out a better deal. The law is now clarified such that a licensee (i.e. RLS) can still enforce their license during and after a bankruptcy so long as they meet all contractual obligations. That change protects RLS from the bankruptcy, it does not protect MNKD from its creditors.
Patents are still an asset of the estate as are any future royalites or milestones. Patents can be sold in a bankruptcy auction, with or without the future revenue streams attached, to satisfy creditor claims. Any money remaining after all the creditor are paid belongs to the bankrupt estate and will be paid by the trustee to the former shareholders similar to a dividend.
So the license deals stand after a bankruptcy, but the trustee can still grab the proceeds of those deals to pay off creditors. That is not much protection.
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Post by slugworth008 on Jan 29, 2016 12:08:06 GMT -5
My hope for the cc is for number 1. there to be clarity on the strategy going forward 2. financing MNKD going forward for the next 1-2 yrs is settled 3. a strong mutually beneficial partnership is announced. There will be certainly discussion by Matt regarding RLS, but will this be a postivie? Now, for those that think the cc will be a positive one, is there an option strategy here before Feb 3rd? More specifically can an option strategy get this investment back in black utilizing the minimal amount of capital relative to buying common shares? Joey are you out there? In the spirit of Geico commecials, 'if your a MNKD investor, you speculate, ITS what you do.' "In the spirit of Geico commecials, 'if your a MNKD investor, you speculate, ITS what you do.'" Absolutely classic!!!! Well done Sir!!!
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ssaq
Newbie
Posts: 13
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Post by ssaq on Jan 29, 2016 12:48:26 GMT -5
Question: What did AF mean, in the tweet: "RLS: Mannkind protecting it's patents" to paraphrase. ? Any thoughts? My only thought is that AF doesn't understand how bankruptcy works with respect to patents.
A debtor in a Chapter 11 has the right to accept or reject executory contracts (i.e. long-term contracts with time still to run). Some debtors used to threaten licensees with termination in order to squeeze out a better deal. The law is now clarified such that a licensee (i.e. RLS) can still enforce their license during and after a bankruptcy so long as they meet all contractual obligations. That change protects RLS from the bankruptcy, it does not protect MNKD from its creditors.
Patents are still an asset of the estate as are any future royalites or milestones. Patents can be sold in a bankruptcy auction, with or without the future revenue streams attached, to satisfy creditor claims. Any money remaining after all the creditor are paid belongs to the bankrupt estate and will be paid by the trustee to the former shareholders similar to a dividend.
So the license deals stand after a bankruptcy, but the trustee can still grab the proceeds of those deals to pay off creditors. That is not much protection.
I think AF is implying a stronger relationship with RLS, and that Mnkd making friendly deals that would be protected in case of a bk. Siphoning off valuable ip etc..
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