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Post by golfeveryday on Mar 3, 2017 18:01:23 GMT -5
Right now is $20 in my opinion, or $4 pre RS. Just ridiculous the amount of manipulation and the continued commentary from management. Holding super long term but something needs to start happening asap. Management speaks a good game...let's see it.
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Post by dreamboatcruise on Mar 3, 2017 18:07:01 GMT -5
Right now is $20 in my opinion, or $4 pre RS. Just ridiculous the amount of manipulation and the continued commentary from management. Holding super long term but something needs to start happening asap. Management speaks a good game...let's see it. We've had long threads before on valuation, but that does beg the question... how do you arrive at that? How much revenue, what market cap and how many outstanding shares a couple of years from now would justify $20 a share now? Does your scenario factor in dilution to raise capital? |
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Post by buyitonsale on Mar 3, 2017 18:24:31 GMT -5
Right now fair valuation can only be based on IP. FDA approved drug that is believed to be best in class plus the TS platform are worth at least 1 Billion in market cap IMO.
We are at 200M market cap.
Where are IP investors? If share supply became scarce for about a month, the price would climb up and quickly. I wish I had 200M.
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Post by falconquest on Mar 3, 2017 18:34:45 GMT -5
Right now fair valuation can only be based on IP. FDA approved drug that is believed to be best in class plus the TS platform are worth at least 1 Billion in market cap IMO. We are at 200M market cap. Where are IP investors? If share supply became scarce for about a month, the price would climb up and quickly. I wish I had 200M. I'm beginning to feel that someone at some point here will attempt to snatch this up. Are you kidding me? The best insulin ever developed that doesn't require injection and acts just like a human pancreas. Someone can sell that. Mannkind can't but someone out there can. |
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Post by golfeveryday on Mar 3, 2017 18:35:20 GMT -5
Right now fair valuation can only be based on IP. FDA approved drug that is believed to be best in class plus the TS platform are worth at least 1 Billion in market cap IMO. We are at 200M market cap. Where are IP investors? If share supply became scarce for about a month, the price would climb up and quickly. I wish I had 200M. I think $2B min is fair current value, which is about $20. That goes up quickly if Rx begins to get some traction. |
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Post by chuck on Mar 3, 2017 19:36:18 GMT -5
In a scenario where they put up the company for sale now, 60% chance they get no bid (i.e. - value $0), 35% chance a bid somewhere less than $150m. 5% chance a bid somewhere between $150m and $250m.
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Deleted
Deleted Member
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Post by Deleted on Mar 3, 2017 20:21:47 GMT -5
Right now a fair valuation is the drug cost more then it makes. The stock would have been pennies if not for such a retail follwoing
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Post by buyitonsale on Mar 3, 2017 23:38:41 GMT -5
Is there are doubt that MNKD would succeed if they had capital for the next 5 years to commercialize afrezza globally? The answer is no and reason is IP.
Therefore it is very valuable.
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Post by matt on Mar 4, 2017 15:01:21 GMT -5
In a scenario where they put up the company for sale now, 60% chance they get no bid (i.e. - value $0), 35% chance a bid somewhere less than $150m. 5% chance a bid somewhere between $150m and $250m. That is probably a realistic scenario when you consider that anyone purchasing the company also inherits $200-250 million in liabilities that have to be paid in cash. The Sanofi loan is gone, and some liabilities are accounting accruals that will never be realized, but the rest are real and will require cash to resolve. A bid of $150 million is really a bid for $350-400 million because that is the total an acquirer would have to pay to have the assets free and clear. |
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Post by dreamboatcruise on Mar 4, 2017 15:07:42 GMT -5
Is there are doubt that MNKD would succeed if they had capital for the next 5 years to commercialize afrezza globally? The answer is no and reason is IP. Therefore it is very valuable. I guess here on MNKD proboards there is little doubt about that. That obviously isn't a belief shared by those with the type of money necessary to fund those years of commercialization. |
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Post by uvula on Mar 4, 2017 15:23:43 GMT -5
Are our accumulated tax losses of any value to a company that buys us? (I might be using the wrong terminology)
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Post by mnkdfann on Mar 4, 2017 17:22:49 GMT -5
Are our accumulated tax losses of any value to a company that buys us? (I might be using the wrong terminology) According to various posts in the thread below, there is over $2.6B of NOL but only about $80M (see thread for basis of that number, in particular gonetotown's posts) of that would be usable (about $4M per year for 20 years). mnkd.proboards.com/thread/4827/mnkds-operating-carry-forward-balance |
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Post by buyitonsale on Mar 5, 2017 0:51:44 GMT -5
Try getting this IP for less than it's worth. Mann Group will pay off creditors and take it private first.
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Post by kc on Mar 5, 2017 0:58:52 GMT -5
Nobody knows what capital the Mann group has left to do that.
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Post by buyitonsale on Mar 5, 2017 1:11:35 GMT -5
Next year we will likely have another FDA approved drug.
450M in your dreams.
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