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Post by falconquest on Jan 30, 2017 5:52:30 GMT -5
Thought I would start a thread specifically focused on a potential deal with Amgen. Let's see if we can establish a case for Mannkind & Amgen making a deal.........or not. Gotta love Amgen for this... blogs.sciencemag.org/pipeline/archives/2017/01/06/12104Here is a little about Amgen: Amgen focuses on areas of high unmet medical need and leverages its expertise to strive for solutions that improve health outcomes and dramatically improve people's lives. A biotechnology pioneer since 1980, Amgen has grown to be one of the world's leading independent biotechnology companies, has reached millions of patients around the world and is developing a pipeline of medicines with breakaway potential. Hmmm, breakaway potential, sound familiar? Typical deal structure from Amgen..... labiotech.eu/immatics-amgen-immuno-oncology/There is no doubt that Amgen needs new deals to enhance it's portfolio. With that said, a deal with Amgen is pure speculation at this point.
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Post by Deleted on Jan 30, 2017 6:05:19 GMT -5
So you are asking to speculate on speculation? Seems like a waste of time, but I thought the same of RLS.
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Post by falconquest on Jan 30, 2017 6:43:51 GMT -5
Quite frankly speculation is all we have right now. I merely created an opportunity for others to throw in their two cents.
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Post by cgiscgis on Jan 30, 2017 7:51:49 GMT -5
Amgen's pipeline is very different from what MannKind is doing; I highly doubt Amgen is remotely interested in Afrezza and TS.
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Post by patten1962 on Jan 30, 2017 7:53:01 GMT -5
I would say if they can make money selling Afrezza overseas they will do it.
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Post by bradleysbest on Jan 30, 2017 12:25:39 GMT -5
Amgen may want to test drive Afrezza overseas (partnership) & determine if it could sell in the states? They have the money to buy out MNKD & know the key players in the company.
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Post by Deleted on Jan 30, 2017 12:40:22 GMT -5
If I have learned one thing in this name its that the Street is always one step ahead of us. IMO the Street would be all over this. With the amount of short shares someone would catch a whiff of even a discussion of a buyout. Maybe there are talks but would the buyout price even bother shorts. I am sure they knew about the SNY settlement and didnt even care.
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Post by patten1962 on Jan 30, 2017 12:46:03 GMT -5
If I have learned one thing in this name its that the Street is always one step ahead of us. IMO the Street would be all over this. With the amount of short shares someone would catch a whiff of even a discussion of a buyout. Maybe there are talks but would the buyout price even bother shorts. I am sure they knew about the SNY settlement and didnt even care. I will start out my response by saying I truly don't understand this. Someone on stock twits was suggesting that maybe the shorts and others may be trading heavy via the dark pool. I am not suggesting this is happening I am just throwing it out there. I have read up on the dark pool many times but truly don't understand it.
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Post by Deleted on Jan 30, 2017 12:57:31 GMT -5
If I have learned one thing in this name its that the Street is always one step ahead of us. IMO the Street would be all over this. With the amount of short shares someone would catch a whiff of even a discussion of a buyout. Maybe there are talks but would the buyout price even bother shorts. I am sure they knew about the SNY settlement and didnt even care. I will start out my response by saying I truly don't understand this. Someone on stock twits was suggesting that maybe the shorts and others may be trading heavy via the dark pool. I am not suggesting this is happening I am just throwing it out there. I have read up on the dark pool many times but truly don't understand it. IMO Stocktwits is a horrible place for information. If all of the sheninigans against MNKD are true and BP and the St are out to get mnkd why is anyone even invested in this company anymore? If this is the case MNKD chance of survival is impossible.
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Post by oldfishtowner on Jan 30, 2017 13:07:18 GMT -5
If I have learned one thing in this name its that the Street is always one step ahead of us. IMO the Street would be all over this. With the amount of short shares someone would catch a whiff of even a discussion of a buyout. Maybe there are talks but would the buyout price even bother shorts. I am sure they knew about the SNY settlement and didnt even care. I will start out my response by saying I truly don't understand this. Someone on stock twits was suggesting that maybe the shorts and others may be trading heavy via the dark pool. I am not suggesting this is happening I am just throwing it out there. I have read up on the dark pool many times but truly don't understand it. What we do know though is that two weeks ago MotleyFool posted a kindly article about MNKD when they had been extremely negative on the company since it seems forever. Then, last Thursday at 3:30 pm a quarter of a million share bid at $0.68 shows up - 2 cents above the previous ask. It seems to me that somebody knows something. Then there is the positive Zacks analysis - out of the blue. Maybe it was just an artifact of computerized analysis that couldn't correctly parse the positive earnings report that was an artifact of Sanofi forgiving the loan to MNKD, but maybe it wasn't.
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Post by mikesmilitaria on Jan 30, 2017 14:36:08 GMT -5
Amgen's pipeline is very different from what MannKind is doing; I highly doubt Amgen is remotely interested in Afrezza and TS.
______________________________
Did you ever heard of "diversity"? TS brings revolutionary RX delivery and Afrezza arrests diabetes and stops progression. By the way....do a little DD and you might discover that Amgen has been working on a diabetes T2 RX.
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Post by kc on Jan 30, 2017 15:40:28 GMT -5
The last couple of days I heard advertising for Takeda. It was not for their diabetes drugs but still advertising where they had not before. the ad's were more of a marketing approach. I think it was either on Fox News or CNBC.
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Post by od on Jan 30, 2017 15:54:11 GMT -5
Amgen's pipeline is very different from what MannKind is doing; I highly doubt Amgen is remotely interested in Afrezza and TS. ______________________________ Did you ever heard of "diversity"? TS brings revolutionary RX delivery and Afrezza arrests diabetes and stops progression. By the way....do a little DD and you might discover that Amgen has been working on a diabetes T2 RX. Re: Amgen T2 -- are you referring to the collaboration with Array? The relationship ended 3.5 years ago.
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Post by falconquest on Jan 30, 2017 17:54:59 GMT -5
I guess I was thinking along the lines of some foreign distribution arrangement. Amgen would be in a much better position to distribute Afrezza around the globe. Hell, we can't sell it here, maybe it could be sold elsewhere eg. China.
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Post by patten1962 on Jan 31, 2017 8:36:45 GMT -5
I guess I was thinking along the lines of some foreign distribution arrangement. Amgen would be in a much better position to distribute Afrezza around the globe. Hell, we can't sell it here, maybe it could be sold elsewhere eg. China. I don't have a copy of the slide but Matt was very specific on what countries they were looking at Distributing to First. I believe some of them where Mexico, Brazil and a few others .
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