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Post by mango on Jan 29, 2017 16:55:58 GMT -5
I'm all in— Help on the Way>Slipknot>Franklin's Tower m.youtube.com/watch?v=X29GNIz_r4A"Paradise waits on the crest of a wave" "Without love in the dream It will never come true" "Did someone say Help on the way Well, I know Yeah, I do That there's help on the way" "God help the child who rings that bell It may have one good ring left, you can't tell One watch by night, one watch by day If you get confused just listen to the music play" |
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Post by kbrion77 on Jan 29, 2017 16:59:33 GMT -5
Corporate development refers to the planning and execution of strategies to meet organizational objectives. The kinds of activities falling under corporate development may include management team recruitment, phasing in or out of markets or products, arranging strategic alliances, identifying and acquiring companies (M&A), securing corporate financing, divesting of assets or divisions, and management of intellectual property. The activities encompassed are often the role of the CEO. CCO being present means partnership. Furthermore, By this time last year, there were low balled partnership proposal due to the perceived short runway and Afrezza commercial failure. Matt said BoD didn't want those deals. This time though Afrezza still hasn't had traction, the pending label change, trials, multiple ex-US filings, TV Ads, reality shows, more testimonials, more lives covered, longer runway telegraph potential partners that the franchisor would do its part to vigorously promote Afrezza thereby benefiting the franchisees. Think of it as coordinated multiple Afrezza launches. Moreover, EpiHale IND is due early 1Q17. As such, it's likely there are interesting potential partners as Rose alluded to (posted earlier in this thread). Many rightly criticized why Al didn't hold a CC when Mnkd inked the partnership with Dr Evil. In hindsight that portended a failed partnership. This time, BoD may want to do it right. The would-be short 3-day noticed material event conforms SEC rule telegraphing some partnership(s). A telltale sign will be if an 8-K is filed on 2/1/17. Mnkd may also choose to announce co-promoting 3rd party products such as synergistic DEXCOM CGM with some cash upfront and milestone based payments as Matt stated several times. BTW, What madog365 refers to is called poison pill which Mnkd might need. Don't remember if Mnkd SH already voted upon creating one. "CCO being present means partnership." Ok you are on record and will be called out again after the conference call for being wrong. And then you will move onto your next false prediction. |
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Post by patten1962 on Jan 29, 2017 17:35:29 GMT -5
Corporate development refers to the planning and execution of strategies to meet organizational objectives. The kinds of activities falling under corporate development may include management team recruitment, phasing in or out of markets or products, arranging strategic alliances, identifying and acquiring companies (M&A), securing corporate financing, divesting of assets or divisions, and management of intellectual property. The activities encompassed are often the role of the CEO. CCO being present means partnership. Furthermore, By this time last year, there were low balled partnership proposal due to the perceived short runway and Afrezza commercial failure. Matt said BoD didn't want those deals. This time though Afrezza still hasn't had traction, the pending label change, trials, multiple ex-US filings, TV Ads, reality shows, more testimonials, more lives covered, longer runway telegraph potential partners that the franchisor would do its part to vigorously promote Afrezza thereby benefiting the franchisees. Think of it as coordinated multiple Afrezza launches. Moreover, EpiHale IND is due early 1Q17. As such, it's likely there are interesting potential partners as Rose alluded to (posted earlier in this thread). Many rightly criticized why Al didn't hold a CC when Mnkd inked the partnership with Dr Evil. In hindsight that portended a failed partnership. This time, BoD may want to do it right. The would-be short 3-day noticed material event conforms SEC rule telegraphing some partnership(s). A telltale sign will be if an 8-K is filed on 2/1/17. Mnkd may also choose to announce co-promoting 3rd party products such as synergistic DEXCOM CGM with some cash upfront and milestone based payments as Matt stated several times. BTW, What madog365 refers to is called poison pill which Mnkd might need. Don't remember if Mnkd SH already voted upon creating one. Thank you for your very informative post. I agree with you but only because my gut is telling me. Some of you on this board arw probably shaking your heads because of my statement but how can I compete with what lakers said?  Good luck all longs! |
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Post by falconquest on Jan 29, 2017 19:03:46 GMT -5
I have decided I'm from Missouri. Once Mannkind "shows me" they can accomplish something, then I'll get back in. Until then......
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Post by oldfishtowner on Jan 29, 2017 22:42:38 GMT -5
In addition to the price support we have been seeing, what Matt has told us in the prior earnings CC and the JP Morgan conference, and all the other reasons many have been citing to suggest that this week's CC is not about a R/S, you also have to ask, why would Mike C. be on the CC if it is all about a R/S? Besides a R/S is not a solution for MNKD's financial woes. By the time stockholders have a chance to vote on a R/S the stock would plummet at least 30% if a R'S is announced on Wednesday. The stock would not have a chance to recover by the time MNKD has to raise more funds. The end result would be that MNKD would have to practically give the company away to raise the kind of money that would provide a long enough runway for the company to survive. A R/S is not solution at all. Whatever "good" news Mike would be able to provide on the new sales force, etc. would do little to offset the impact of the R/S on the stock, since there is really very little news he could provide beyond what is already known. So I do not think that it explains Mike's participation.
BK or a buyout would not explain the need for Mike on the CC either. These have no credibility.
Rather, realizing that the Chief Commercial Officer is responsible for the global commercialization effort, it makes sense, at least to me, that Mike's participation in the CC has everything to do with global partnerships and MNKD,s plans for the global commercialization of Afrezza. The latter subject was was only touched upon at the JP Morgan conference and there is a bit more detail that could be shared.
So my vote is that one or two partnerships will be announced. Matt will talk about the terms of the deals and the financial implications, including extending the runway, accelerating the Epihale trials and reversing the write-down of the manufacturing facility, while Mike will talk about the size of the markets, the timing of the filings, etc.
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Post by nylefty on Jan 29, 2017 23:03:53 GMT -5
Matt will talk about the terms of the deals and the financial implications, including extending the runway, accelerating the Epihale trials and reversing the write-down of the manufacturing facility, while Mike will talk about the size of the markets, the timing of the filings, etc. Huh? Please explain. |
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Post by brotherm1 on Jan 29, 2017 23:10:29 GMT -5
Matt did a good job with the SNY settlement, restructuring the insulin agreement with Amphastar in November and subsequently selling Valencia that we found out about about a month or two before running out of cash. I feel confident he has something good set up for Wednesday in our time of need. And it seemed odd to me at the recent JP Morgan investor conference that he quickly ended his presentation by quickly stating they have filed for Afrezza in foreign countries and he did not elaborate but just quickly ended his presentation. Seems to me someone's been accumulating up to 70 cents for months now. Perhaps the cat's now almost out of the bag and the next few days of trading will indicate that? Finger's, arms and legs crossed.
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Post by gamblerjag on Jan 30, 2017 0:00:10 GMT -5
Nice insight Fish... and do you think those thing you listed or part of them get us over the $1 mark for 10 days?
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Post by babaoriley on Jan 30, 2017 1:51:30 GMT -5
That's interesting, madog. It dovetails nicely with my thought that the share price is working wonders while Afrezza fizzles. I don't see the Mann group giving the company away. They also have some cash available from the foundation if they have cars available. They might not have the cash available because of the depressed share price. But let's say they have a offer to buy the company and its disclosed then my guess is you would see a pile on event with multiple suitors stepping up and raising the ultimate sale price. I think if there was an offer we would have seen wild share movements and upward momentum. We have not seen that. It would be interesting if the Mann group sold their share interest to a big Pharma directly for a set amount above today's market price for some undetermined value to be released in the future or some type of rights. KC, I don't think any offer is going to be what most would consider generous. My hope is that the stock can get to a buck, and maybe be sold for $1.75 to $2.00. I have no delusions of a price higher than that. |
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Post by gamblerjag on Jan 30, 2017 2:09:38 GMT -5
IMO There would never be a buyout at $2 or a 1 billion m/c when we had a 4 billion m/c at SNY partnership.. now we have KNOWN Afrezza results even better than expected; epi, JRDF, new label on the way.. etc. Also there would be no reason to mention the RLS milestone if b/o was even remotely close.
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Post by Deleted on Jan 30, 2017 2:16:11 GMT -5
when we had a 4 billion m/c at SNY partnership.. now we have KNOWN Afrezza results even better than expected; thats a wrong context. it was 4 billion m/c due to high sales expectations. Hakan and team projected 200 to 300 mil sales the first year and you know how it fizzled out. If afrezza results equate to share price, we should be at 40 bil market cap. but sales is what WS looks at. |
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Post by mango on Jan 30, 2017 4:34:36 GMT -5
when we had a 4 billion m/c at SNY partnership.. now we have KNOWN Afrezza results even better than expected; thats a wrong context. it was 4 billion m/c due to high sales expectations. Hakan and team projected 200 to 300 mil sales the first year and you know how it fizzled out. If afrezza results equate to share price, we should be at 40 bil market cap. but sales is what WS looks at. Which one is it? 1) expectations or 2) sales |
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Post by kimi on Jan 30, 2017 4:39:58 GMT -5
Facing the fact, that Mike participates during CC we should assume that news will be about Afrezza. Facing the fact, that Matt talks about launching Afrezza outside U.S. and facing the fact, that Amgen has good connections to at least two important persons working nowerdays for Mannkind --> leads to my conclusion:
Partnership with Amgen for global launch. And more than that: Amgen will buy a stake (20%) of Mannkind shares ATM to participate in technosphere developements. Win-Win situation for both!
What Amgen offers (from their homepage):
Successful launch track record
Amgen has extensive experience launching products into existing therapeutic areas—and new ones.
Commercial infrastructure to bring medicines globally
Once Amgen medicines have been approved, we have the potential to bring them to patients on a global scale with a presence in more than 75 countries.
The Amgen "Stakedeal" will rise pps to $1,5 - upfront payment for Afrezza $60 Mill plus 8% royalties will rise pps to $2.5
Call me a dreamer? We'll see on wednesday.
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Post by peppy on Jan 30, 2017 6:41:23 GMT -5
While I do not rule out anything....
Consider RLS.
A capital raise just done and quickly for RLS.
presently MNKD market capitalization is 314 million.
If RLS bought MNKD, is that a way for RLS to come to market?
I am asking...
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Post by cgiscgis on Jan 30, 2017 7:53:53 GMT -5
Their website is still not ready; they have crooked trees on the homepage; not much money available!?
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