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Post by kuka on Jan 5, 2017 1:42:56 GMT -5
I have put together the reasons why I think AMGEN will buy MNKD in the first half of 2017 Nov 2015 1. in Nov 2015 AMGEN says they want to acquire a Biotech company for about 10 Billion ...they have NOT acquired anything until now. www.sfvbj.com/news/2015/nov/09/report-amgen-looking-10-billion-acquisition/2. Sanofi Mysteriously ends collaboration agreement in Dec 2015 ....they claim slow sales but they ran the sales campaign with little effort 3. Mike Castanga moves over to MNKD in March 2016 ...his Linkdin still listed a small position at AMGEN (gone now) 4. MNKD has recently listed almost 100 job vacancies for sales and management ...(not something a company facing BK would do) 5. Very Quiet Period for the last 6 months ..... 6. Very little insider buying in the last 4 to 5 months 7. Sr VP of HR moves over to MNKD in Jan 2017, This is the 2nd executive position moving from AMGEN to MNKD.....if a 3rd occurs this is a sure thing. 8. In the Past Matt P. has said that the RLS deal is a very complicated deal ....its taken too long IMHO and could be related to the talks with AMGEN. Perhaps some sort of licensing deal is in the works between the 3 company. 9. Matt P referenced the infamous "Embarrassment of Riches" comment at the end of 2015 ..... maybe he saw the future after the acquisition. I was a Military Communications Analyst in the USAF for twenty years and learned how to combine small bits of information into the overall big picture. Afrezza is a game changer for Diabetics and will absolutely succeed in 2017 ....what big Pharma would not want to own a novel drug for Diabetes. LONG and STRONG MNKD ...Good Luck to ALL LONGS ......Hope all shorts choke on a Pretzel. See you guys on ST |
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Post by kc on Jan 5, 2017 5:17:11 GMT -5
I have put together the reasons why I think AMGEN will buy MNKD in the first half of 2017 Nov 2015 1. in Nov 2015 AMGEN says they want to acquire a Biotech company for about 10 Billion ...they have NOT acquired anything until now. www.sfvbj.com/news/2015/nov/09/report-amgen-looking-10-billion-acquisition/2. Sanofi Mysteriously ends collaboration agreement in Dec 2015 ....they claim slow sales but they ran the sales campaign with little effort 3. Mike Castanga moves over to MNKD in March 2016 ...his Linkdin still listed a small position at AMGEN (gone now) 4. MNKD has recently listed almost 100 job vacancies for sales and management ...(not something a company facing BK would do) 5. Very Quiet Period for the last 6 months ..... 6. Very little insider buying in the last 4 to 5 months 7. Sr VP of HR moves over to MNKD in Jan 2017, This is the 2nd executive position moving from AMGEN to MNKD.....if a 3rd occurs this is a sure thing. 8. In the Past Matt P. has said that the RLS deal is a very complicated deal ....its taken too long IMHO and could be related to the talks with AMGEN. Perhaps some sort of licensing deal is in the works between the 3 company. 9. Matt P referenced the infamous "Embarrassment of Riches" comment at the end of 2015 ..... maybe he saw the future after the acquisition. I was a Military Communications Analyst in the USAF for twenty years and learned how to combine small bits of information into the overall big picture. Afrezza is a game changer for Diabetics and will absolutely succeed in 2017 ....what big Pharma would not want to own a novel drug for Diabetes. LONG and STRONG MNKD ...Good Luck to ALL LONGS ......Hope all shorts choke on a Pretzel. See you guys on ST Kuka. Welcome aboard glad to have you here hope your speculation has some potential. Since we both are on ST I don't want to discourage you but I am not sure of your hypothesis. I do believe long-term we are all going to be OK but we have to suffer through all the pains and troubles of getting some critical mass for Sales. We just have to be patience to get patients, |
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Post by Deleted on Jan 5, 2017 9:18:50 GMT -5
do you have reasons why google / apple wont bid for MNKD?
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Post by twibs66 on Jan 5, 2017 9:22:09 GMT -5
let's hope 2017 is it -add to your list: i recall one of the cc's Hakan stating mnkd wouldn't be profitable until 2017 -i know Hakan seemed like a dud but he was left to steer a rudderless ship it seems -and is still on payroll
yes something is going on here -i agree with most of what you listed . welcome aboard
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Post by Deleted on Jan 5, 2017 9:36:40 GMT -5
let's hope 2017 is it -add to your list: i recall one of the cc's Hakan stating mnkd wouldn't be profitable until 2017 -i know Hakan seemed like a dud but he was left to steer a rudderless ship it seems -and is still on payroll yes something is going on here -i agree with most of what you listed . welcome aboard it was also under Hakan that they projected sales of more than $200 million per year to start with. |
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Post by matt on Jan 5, 2017 9:48:12 GMT -5
Amgen wants to acquire biotech companies, that much is clear, but MNKD is not really a biotech company. The research and manufacturing capabilities required to run a biotech business, either recombinant proteins or monoclonal antibodies, are quite different from MNKD which is arguably a drug delivery technology company. It really wouldn't be a good portfolio fit with what Amgen does well, but stranger things have happened.
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Post by Deleted on Jan 5, 2017 9:52:15 GMT -5
Amgen wants to acquire biotech companies, that much is clear, but MNKD is not really a biotech company. The research and manufacturing capabilities required to run a biotech business, either recombinant proteins or monoclonal antibodies, are quite different from MNKD which is arguably a drug delivery technology company. It really wouldn't be a good portfolio fit with what Amgen does well, but stranger things have happened. Can recombinant proteins or monoclonal antibodies be delivered via Techosphere and would doing so create some type of differential advantage over traditional deliver methods of these? Convenience, speed, better patient adherence and better patient health / outcomes i.e. better reimbursement in the pay for outcomes era that is coming? |
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Post by Deleted on Jan 5, 2017 10:04:39 GMT -5
Amgen wants to acquire biotech companies, that much is clear, but MNKD is not really a biotech company. The research and manufacturing capabilities required to run a biotech business, either recombinant proteins or monoclonal antibodies, are quite different from MNKD which is arguably a drug delivery technology company. It really wouldn't be a good portfolio fit with what Amgen does well, but stranger things have happened. Can recombinant proteins or monoclonal antibodies be delivered via Techosphere and would doing so create some type of differential advantage over traditional deliver methods of these? Convenience, speed, better patient adherence and better patient health / outcomes i.e. better reimbursement in the pay for outcomes era that is coming? The insulin used in Afrezza is produced by recombinant DNA technology. |
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Post by kuka on Jan 5, 2017 10:35:14 GMT -5
MannKind Corporation (NASDAQ and TASE: MNKD) is a biopharmaceutical company that focuses on the discovery, development and commercialization of therapeutic products for patients with diseases such as diabetes.
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Post by sophie on Jan 5, 2017 11:23:50 GMT -5
Amgen wants to acquire biotech companies, that much is clear, but MNKD is not really a biotech company. The research and manufacturing capabilities required to run a biotech business, either recombinant proteins or monoclonal antibodies, are quite different from MNKD which is arguably a drug delivery technology company. It really wouldn't be a good portfolio fit with what Amgen does well, but stranger things have happened. Can recombinant proteins or monoclonal antibodies be delivered via Techosphere and would doing so create some type of differential advantage over traditional deliver methods of these? Convenience, speed, better patient adherence and better patient health / outcomes i.e. better reimbursement in the pay for outcomes era that is coming? It depends on their size and antibodies are small. I forget what FDKP's limit is in kDa, but I'll let all you research sleuths look it up if you want to. The uniqueness of Technosphere allows for monoclonal antibodies to be turned into an inhalable solid. As far as I'm aware, there is currently no other way to administer antibodies except by injection. They're too unstable to make the journey to the bloodstream via any other route. |
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Post by chuck on Jan 5, 2017 11:57:59 GMT -5
Executives moving from amgen to mnkd show that amgen won't be acquiring mnkd. If mnkd got bought out by amgen (or any other big pharma for that matter), all executive positions of mnkd would be eliminated and their responsibilities folded into the acquiror's operations. Trent and Mike would be immediately out of a job.
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Post by kbrion77 on Jan 5, 2017 12:06:11 GMT -5
I have put together the reasons why I think AMGEN will buy MNKD in the first half of 2017 Nov 2015 1. in Nov 2015 AMGEN says they want to acquire a Biotech company for about 10 Billion ...they have NOT acquired anything until now. www.sfvbj.com/news/2015/nov/09/report-amgen-looking-10-billion-acquisition/2. Sanofi Mysteriously ends collaboration agreement in Dec 2015 ....they claim slow sales but they ran the sales campaign with little effort 3. Mike Castanga moves over to MNKD in March 2016 ...his Linkdin still listed a small position at AMGEN (gone now) 4. MNKD has recently listed almost 100 job vacancies for sales and management ...(not something a company facing BK would do) 5. Very Quiet Period for the last 6 months ..... 6. Very little insider buying in the last 4 to 5 months 7. Sr VP of HR moves over to MNKD in Jan 2017, This is the 2nd executive position moving from AMGEN to MNKD.....if a 3rd occurs this is a sure thing. 8. In the Past Matt P. has said that the RLS deal is a very complicated deal ....its taken too long IMHO and could be related to the talks with AMGEN. Perhaps some sort of licensing deal is in the works between the 3 company. 9. Matt P referenced the infamous "Embarrassment of Riches" comment at the end of 2015 ..... maybe he saw the future after the acquisition. I was a Military Communications Analyst in the USAF for twenty years and learned how to combine small bits of information into the overall big picture. Afrezza is a game changer for Diabetics and will absolutely succeed in 2017 ....what big Pharma would not want to own a novel drug for Diabetes. LONG and STRONG MNKD ...Good Luck to ALL LONGS ......Hope all shorts choke on a Pretzel. See you guys on ST Blocked you on StockTwits so hope moderators catch on to you here. |
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Post by dreamboatcruise on Jan 5, 2017 12:16:55 GMT -5
I have put together the reasons why I think AMGEN will buy MNKD in the first half of 2017 At least this means you're in the camp that would disavow the inevitability of Google buying MNKD? Perhaps we need a thread where the buyout dreamers duke it out on WHICH company is sure to buy us before June. I personally feel our "true" market cap is simply too large for any single company to buy us. I think it will have to be a joint venture acquisition company funded by Amgen, Apple and the Saudi sovereign wealth fund. [ouch, I shouldn't press my sharp tongue so firmly into my cheek] |
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Post by snowballsmommy on Jan 5, 2017 12:24:56 GMT -5
I too have been invested here for over 3 years and have turned grey over the ups and downs. However, I don't believe any of us should pooh pooh anyone's theory. MNKD is unpredictable. Not many have forecast correctly! No need to get nasty or cynical here. (although some of you are really funny, ALBA!) Let's just share ideas and not become the Yahoo message board!
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Post by dreamboatcruise on Jan 5, 2017 12:25:57 GMT -5
So having been in intelligence analysis, I assume that when you piece together dots it is based on some empirical evidence of certain patterns of connected dots having held in the past.
Please let us know when in the past such hirings have presaged an acquisition? By your statement 3 hires should have nearly complete correlation with acquisition.
"7. Sr VP of HR moves over to MNKD in Jan 2017, This is the 2nd executive position moving from AMGEN to MNKD.....if a 3rd occurs this is a sure thing."
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