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Post by mikesmilitaria on Jan 29, 2017 16:57:24 GMT -5
when MNKD is hiring top guns @ top gun salaries. The confidence in all the high caliber hires (particulary from AMGEN) sure radiates to me that funding is not an issue for MNKD. I just don't see upper management staff at AMGEN risking their secure future for pie-in-the-sky possibilities at MNKD. NO indeed, that risk simply would not happen! If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? AMGEN's revenue @ ~$22B year and a $6B bottom line would be too good to kiss good-bye...that is security++ for your future, for your family, for your salary and for your boner bonus + options. NO, NO a R/S is not coming...use your heads.
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Post by patten1962 on Jan 29, 2017 17:11:48 GMT -5
when MNKD is hiring top guns @ top gun salaries. The confidence in all the high caliber hires (particulary from AMGEN) sure radiates to me that funding is not an issue for MNKD. I just don't see upper management staff at AMGEN risking their secure future for pie-in-the-sky possibilities at MNKD. NO indeed, that risk simply would not happen! If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? AMGEN's revenue @ ~$22B year and a $6B bottom line would be too good to kiss good-bye...that is security++ for your future, for your family, for your salary and for your boner bonus + options. NO, NO a R/S is not coming...use your heads. I could not agree with you more. I have asked this question many times on this board and have gotten beaten up several times. Will be interesting to see how they reply to you. |
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Post by sportsrancho on Jan 29, 2017 17:22:53 GMT -5
Mike, I hope you're right and no RS! If we do it would just be because of the timing.
As far as the other part of your post....I don't see how anyone can look at it any other way! I don't care if you're young, old or what your risk tolerance is. These people aren't stupid.
Some will look back at all this someday and say, Wow! How did I not see it? It was in front of our faces all along!
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Post by matt on Jan 29, 2017 17:33:47 GMT -5
If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? No, I wouldn't, but you assume that everyone applying for a job from another pharma company understands how the financial markets and securities law works. I can guarantee you from personal experience that this is not the case. I have been asked extremely basic questions by senior vice presidents at a Fortune 100 company that would cause many people on this board to roll their eyes in disbelief.
Expertise and prior career success in science, sales, marketing, and many other disciplines does not presume familiarity with finance. Similarly, expertise and prior career success in finance does not presume understanding of science or sales. There are few people I have met in the industry who have a broad base of understanding in multiple fields.
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Post by od on Jan 29, 2017 18:23:31 GMT -5
when MNKD is hiring top guns @ top gun salaries. The confidence in all the high caliber hires (particulary from AMGEN) sure radiates to me that funding is not an issue for MNKD. I just don't see upper management staff at AMGEN risking their secure future for pie-in-the-sky possibilities at MNKD. NO indeed, that risk simply would not happen! If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? AMGEN's revenue @ ~$22B year and a $6B bottom line would be too good to kiss good-bye...that is security++ for your future, for your family, for your salary and for your boner bonus + options. NO, NO a R/S is not coming...use your heads. MM, what did I miss? Whose Amgen salary was 700,000? Documentation? Thanks. od |
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Post by od on Jan 29, 2017 18:26:03 GMT -5
when MNKD is hiring top guns @ top gun salaries. The confidence in all the high caliber hires (particulary from AMGEN) sure radiates to me that funding is not an issue for MNKD. I just don't see upper management staff at AMGEN risking their secure future for pie-in-the-sky possibilities at MNKD. NO indeed, that risk simply would not happen! If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? AMGEN's revenue @ ~$22B year and a $6B bottom line would be too good to kiss good-bye...that is security++ for your future, for your family, for your salary and for your boner bonus + options. NO, NO a R/S is not coming...use your heads. I could not agree with you more. I have asked this question many times on this board and have gotten beaten up several times. Will be interesting to see how they reply to you. Patten, in my opinion, your continued suggestions that the board piles on to your posts is not accurate. In fact, the board treats you gentler than most. Regards, od |
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Post by gamblerjag on Jan 29, 2017 18:39:41 GMT -5
I do agree with Mike on this one. Also.. who knows. Mick C statement to Charles Lacy about "thanking him later " last october 2016 might have something to do with this next call
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Post by falconquest on Jan 29, 2017 18:55:32 GMT -5
when MNKD is hiring top guns @ top gun salaries. The confidence in all the high caliber hires (particulary from AMGEN) sure radiates to me that funding is not an issue for MNKD. I just don't see upper management staff at AMGEN risking their secure future for pie-in-the-sky possibilities at MNKD. NO indeed, that risk simply would not happen! If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? AMGEN's revenue @ ~$22B year and a $6B bottom line would be too good to kiss good-bye...that is security++ for your future, for your family, for your salary and for your boner bonus + options. NO, NO a R/S is not coming...use your heads. Ok, I get it funding is not an issue (obviously....and we hope) so therefore what? Are you saying Amgen takes a stake? What is your hypothesis? You must believe something. |
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Post by patten1962 on Jan 29, 2017 19:20:01 GMT -5
I could not agree with you more. I have asked this question many times on this board and have gotten beaten up several times. Will be interesting to see how they reply to you. Patten, in my opinion, your continued suggestions that the board piles on to your posts is not accurate. In fact, the board treats you gentler than most. Regards, od Od, thank you. It has gotten much better. In the beginning, was a very difficult place. I will take what you have just said and move forward! Thank you for pointing that out to me! |
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Post by slugworth008 on Jan 29, 2017 19:45:57 GMT -5
when MNKD is hiring top guns @ top gun salaries. The confidence in all the high caliber hires (particulary from AMGEN) sure radiates to me that funding is not an issue for MNKD. I just don't see upper management staff at AMGEN risking their secure future for pie-in-the-sky possibilities at MNKD. NO indeed, that risk simply would not happen! If you were making $700K a year with a company with a market cap of $114B would YOU jump ship to participate in a company about to do a R/S? AMGEN's revenue @ ~$22B year and a $6B bottom line would be too good to kiss good-bye...that is security++ for your future, for your family, for your salary and for your boner bonus + options. NO, NO a R/S is not coming...use your heads. I am inclined to agree with you Mike...but it sure would be nice if we were spared the last minute suspense. I've aged several dog years being long this stock.... |
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Post by mnkdorbust on Jan 29, 2017 19:53:32 GMT -5
Did anyone else read Nate's last letter? Thoughts about his thoughts on de-listing? I have no personal experience on stocks that become de-listed but if what he says is true then de-listing doesn't sound like a terrible thing. While not ideal based on Nate's input sounds like it would be better for us investors than a RS. I don't think a RS is coming personally but just looking for some discussion on Nate's last published letter. Hoping for a positive call as i'm damn near out of koolaid  |
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Post by uvula on Jan 29, 2017 20:20:08 GMT -5
One minor but important point. I do not know if the Amgen people MNKD hired were currently employed by Amgen or if they were laid off before MNKD hired them. $700k/year salary or $450/week unemployment. (I'm not sure where the $700k came from either.)
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Post by mnkdfann on Jan 29, 2017 20:41:05 GMT -5
Did anyone else read Nate's last letter? Thoughts about his thoughts on de-listing? I have no personal experience on stocks that become de-listed but if what he says is true then de-listing doesn't sound like a terrible thing. While not ideal based on Nate's input sounds like it would be better for us investors than a RS. I don't think a RS is coming personally but just looking for some discussion on Nate's last published letter. |
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Post by akemp3000 on Jan 29, 2017 22:32:58 GMT -5
I do agree with Mike on this one. Also.. who knows. Mick C statement to Charles Lacy about "thanking him later " last october 2016 might have something to do with this next call I agree as well and have never been able to get that comment from Mike C out of my mind. I remain convinced Matt and Mike have known something big has been in the works which explains why they have shown little concern for the runway and no concern for delisting or a RS. GL |
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Post by mango on Jan 30, 2017 0:08:31 GMT -5
Jaywalk Consensus as of 1/26/17—BUY (2.29) • Peer Comparison 1. Rank in Industry —MNKD Coverage: 7 IRPs, Industry Avg.: 6 IRPs —MNKD's consensus score is higher than 98.0% of the Industry. 2. Rank in Sector —MNKD Coverage: 7 IRPs, Sector Avg.: 7 IRPs —MNKD's consensus score is higher than 96.7% of the Sector 3. Rank in Jaywalk Universe —MNKD Coverage: 7 IRPs, Universe Avg.: 7 IRPs —MNKD's consensus score is higher than 90.3% of the Jaywalk Universe • INDEPENDENT RESEARCH PROVIDER RATING DISTRIBUTION —3 Strong Buy —3 Hold —1 Sell • Jaywalk Consensus Ratings 9/30/16—3.67 10/31/16—3.33 11/30/16—3.00 12/31/16—2.71 1/26/17—2.29 research.ameritrade.com/grid/wwws/research/reports/viewreport?id=436&documenttag=USA000054629&c_name=invest_VENDOR |
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