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Post by cretin11 on Jun 29, 2017 0:09:34 GMT -5
My guess based on AMGENs own PR in Nov 2015 ...is 10 Billion or close to that. There are like 10-15 data points that point to directly to an AMGEN partnership or buy out... Of course the bashers here will say I am smoking dope but they dont want to admit that it MAY happen. Despite low revenues at this moment ...AMGEN knows the Explosive Potential of Afrezza world wide. If I am wrong ...I will personally apologize to whoever asks me ...I am not proud...but I am a good analyst. Remember SHORTS and PAID bashers are PAID to lie and spread FUD ....dont believe their lies. I am a LONG MNKD investor for almost 5 years this Nov..... I got a small boatload and KNOW this is going to explode. just trying to understand, are you predicting AMGEN will pay 10 billion or so dollars for MNKD? Has there ever been a buyout at such a multiple (relative to current market cap) in the history of publicity traded companies? If there's no competing offer, I struggle to understand why they would offer anywhere near that much, assuming they are interested in a purchase. Separate question: what are the lies that the shorts and paid bashers are saying? |
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Post by kuka on Jun 29, 2017 0:16:28 GMT -5
I am basing it on many things since Nov 2015. Started with the strange departure of SNY ...a month after AMGEN said they are looking to acquire a small bio tech. Then a few months later Mike C comes over. This was followed by 3-4 more AMGEN guys some of which were VPs of their Divisions. The biggest recent event was Mike C. becoming CEO. He has NEVER been a CEO in the past. The COCs, the strange departure of Matt P. in July, and the silence from MNKD despite info that should have a PR (ie VA contract) and the deals in final negotiations. I missed a bunch of other things like the latest Patent filed by MNKD with an AMGEN scientist listed on the Patent.
Time will tell ...but I am betting ALL that I am right.
Haters gonna Hate .... I dont give a Ratzass
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Post by falconquest on Jun 29, 2017 5:01:19 GMT -5
I am basing it on many things since Nov 2015. Started with the strange departure of SNY ...a month after AMGEN said they are looking to acquire a small bio tech. Then a few months later Mike C comes over. This was followed by 3-4 more AMGEN guys some of which were VPs of their Divisions. The biggest recent event was Mike C. becoming CEO. He has NEVER been a CEO in the past. The COCs, the strange departure of Matt P. in July, and the silence from MNKD despite info that should have a PR (ie VA contract) and the deals in final negotiations. I missed a bunch of other things like the latest Patent filed by MNKD with an AMGEN scientist listed on the Patent. Time will tell ...but I am betting ALL that I am right. Haters gonna Hate .... I dont give a Ratzass The departure of Sanofi had more to do with the CEO change than with Amgen. What is your thesis, that Amgen told Sanofi they wanted to take over Mannkind so Sanofi backed off by dropping the partnership agreement? On the other hand there are those who see things from a different perspective than most and at times are vindicated by events that unfold. My guess is you are mostly on your own here kuka and time will tell if you're correct. |
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Post by silentknight on Jun 29, 2017 8:22:01 GMT -5
My guess based on AMGENs own PR in Nov 2015 ...is 10 Billion or close to that. There are like 10-15 data points that point to directly to an AMGEN partnership or buy out... Of course the bashers here will say I am smoking dope but they dont want to admit that it MAY happen. Despite low revenues at this moment ...AMGEN knows the Explosive Potential of Afrezza world wide. If I am wrong ...I will personally apologize to whoever asks me ...I am not proud...but I am a pretty good communications analyst. Remember SHORTS and PAID bashers are PAID to lie and spread FUD ....dont believe their lies. I am a LONG MNKD investor for almost 5 years this Nov..... I got a small boatload and KNOW this is going to explode. A couple of observations: 1) AMGEN could have bought out MNKD at any point over the last 18 months and paid a much lower price. At one point, MNKD's market cap was at something like $70 million dollars and AMGEN didn't swoop in. They aren't going to and they surely aren't going to pay $10 billion dollars for a company that struggles to capture a few million dollars in annual sales of its product. Keep dreaming. 2) I try to stay somewhat up to speed on MNKD's communications. I am by no means an analyst in the field, but I haven't heard ANY allusions on the part of MNKD that AMGEN was anywhere in the picture, aside from the fact that Mike and some of their other executives ONCE worked for AMGEN. That in no way signals a buyout. I think conspiracy theorist is a better description for the AMGEN angle here as opposed to a communication analyst. I will say however that I know some analysts in other fields and none of them use the ellipsis with such frequency and dedication.  |
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Post by babaoriley on Jun 29, 2017 8:29:42 GMT -5
Wouldn't blow me away if Amgen acquired us. Or any one else, for that matter. It's all about the price, for us, anyway. Right now, I can't see more than $3.
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Post by silentknight on Jun 29, 2017 8:31:42 GMT -5
Don't misunderstand me. I would be a HUGE proponent of an acquisition that valued us at $10 billion, I just don't think it's going to happen from AMGEN or anyone else. I'd recover my losses and then some. |
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Post by slugworth008 on Jun 29, 2017 14:38:40 GMT -5
Kuka, it's not only bashers that don't think that will happen.. I'd venture to guess there are many more bullet points to say MNKD is not going to be bought by anyone now. Your basing it on AMGN saying they are looking for a 10 billion aquisition and AGMN employees. Gambler - everybody knows Google is gonna BO MNKD. lol |
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Post by Deleted on Jun 29, 2017 23:20:51 GMT -5
I am basing it on many things since Nov 2015. Started with the strange departure of SNY ...a month after AMGEN said they are looking to acquire a small bio tech. Then a few months later Mike C comes over. This was followed by 3-4 more AMGEN guys some of which were VPs of their Divisions. The biggest recent event was Mike C. becoming CEO. He has NEVER been a CEO in the past. The COCs, the strange departure of Matt P. in July, and the silence from MNKD despite info that should have a PR (ie VA contract) and the deals in final negotiations. I missed a bunch of other things like the latest Patent filed by MNKD with an AMGEN scientist listed on the Patent. Time will tell ...but I am betting ALL that I am right. Haters gonna Hate .... I dont give a Ratzass The departure of Sanofi had more to do with the CEO change than with Amgen. What is your thesis, that Amgen told Sanofi they wanted to take over Mannkind so Sanofi backed off by dropping the partnership agreement? On the other hand there are those who see things from a different perspective than most and at times are vindicated by events that unfold. My guess is you are mostly on your own here kuka and time will tell if you're correct. Interestingly, I dont think Kuka is on his own. He owns shares just like the rest of us. To say a buyout by Amgen would be impossible, is careless. Prior to my investment in MNKD many years ago I did not pay attention to Bio stocks, due to volitity. However, volitity is the name of the game when dealing with bio stocks. One day a 100 m market cap, the next day it can become have a 1b valuation. While I am happy to get a buy out, I would like to see what Mike can do. Its anothet Friday and who knows maybe the secret sauce is starting to work. Rx new and renewed. A partner/buyout. Up front money from Brazil partnership or middle east. For what its worth, MNKD is by far the most exciting stock I have ever owned. |
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Post by babaoriley on Jun 30, 2017 1:42:31 GMT -5
"For what its worth, MNKD is by far the most exciting stock I have ever owned." Hey, George, if that's accurate about MNKD, given its performance, I think I can supply you with a few more just like that!  |
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Post by Deleted on Jun 30, 2017 2:10:31 GMT -5
"For what its worth, MNKD is by far the most exciting stock I have ever owned." Hey, George, if that's accurate about MNKD, given its performance, I think I can supply you with a few more just like that! The ride isnt over yet. I think we have just begun to actually have a heart beat. Thanks for the offer. I would be more than happy to hear your list. Currently, also down big on SYN. Company looking to cure IBS. Still very early in the game. The moniker only risk what you can afford to lose has always been a message close to me. Thus, less than ３% of my invested monies. |
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Post by hellodolly on Jun 30, 2017 5:48:55 GMT -5
Surely not all transactions are based on the value of the company but the worth. Read more: mnkd.proboards.com/thread/8133/mannkind-provides-update-senior-management#ixzz4lTs4lfLr1) AMGEN could have bought out MNKD at any point over the last 18 months and paid a much lower price. At one point, MNKD's market cap was at something like $70 million dollars and AMGEN didn't swoop in. They aren't going to and they surely aren't going to pay $10 billion dollars for a company that struggles to capture a few million dollars in annual sales of its product. Keep dreaming. 2) I try to stay somewhat up to speed on MNKD's communications. I am by no means an analyst in the field, but I haven't heard ANY allusions on the part of MNKD that AMGEN was anywhere in the picture, aside from the fact that Mike and some of their other executives ONCE worked for AMGEN. That in no way signals a buyout. I think conspiracy theorist is a better description for the AMGEN angle here as opposed to a communication analyst. I will say however that I know some analysts in other fields and none of them use the ellipsis with such frequency and dedication.
1) AMGEN could have bought out MNKD at any point over the last 18 months and paid a much lower price. At one point, MNKD's market cap was at something like $70 million dollars and AMGEN didn't swoop in. They aren't going to and they surely aren't going to pay $10 billion dollars for a company that struggles to capture a few million dollars in annual sales of its product. Keep dreaming.
Surely you know that not all companies are bought at their current market value, but often for the potential worth, right? And if you agree with that, then you have to also believe that the potential unlocked value (to the buyer) factors into their offer and that serves as metric when formulating a bid, correct? Now, personally...I don't think they have any suitors, but if they did only a handful could even pony up 10B without financially impacting the buyers balance sheets. MNKD is going it alone with the help of outside consultants. Afrezza will live or die on the vine and Mike C. has been chosen as the MNKDs final savior. If it's not done here and now...game over and we lick our wounds. As my advisor said, "at this point"...there's a whole lot more upside to your position than there is downside. Long and Strong MNKD!
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Post by akemp3000 on Jun 30, 2017 8:20:32 GMT -5
When Sanofi left, MNKD management said they were going it alone. They developed a plan to do so and have been implementing it ever since. The biggest change has been to replace a CEO specializing in finance who could best facilitate the complex Sanofi departure with a CEO specializing in marketing who can now best grow the company. MNKD owns the goose that can potentially lay golden eggs and will never give it up cheap. Once Afrezza is proven to be commercially viable, there will be every reason to believe BIG suitors will be at the door. Rest assured BPs are watching closely. Once market viability is proven, the price for MNKD will be based on potential future global sales for ALL TS applications which will be much higher than basing it on existing sales of Afrezza. MNKD management, nor anyone, knows when this is going to happen because sales of the first TS application, Afrezza, are just now beginning to move up. The magnitude of the climb will determine whether a buyout offer occurs short term, long term or never. I believe MNKD is continuing to do exactly what they said they were going to do and that we are about to watch the stock climb steadily until the company gets the attention it earns and deserves…then BOOM!
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Post by babaoriley on Jun 30, 2017 9:16:14 GMT -5
"For what its worth, MNKD is by far the most exciting stock I have ever owned." Hey, George, if that's accurate about MNKD, given its performance, I think I can supply you with a few more just like that! The ride isnt over yet. I think we have just begun to actually have a heart beat. Thanks for the offer. I would be more than happy to hear your list. Currently, also down big on SYN. Company looking to cure IBS. Still very early in the game. The moniker only risk what you can afford to lose has always been a message close to me. Thus, less than ３% of my invested monies. In SYN, too! Good luck to us! Smart re percentages, too, George, very important. |
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