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Post by n8 on Oct 8, 2017 13:19:54 GMT -5
What if Mannkind announces a partnership? Could the share price be comparable to the Sanofi announcement? What if multiple partners? Say all fund upfront then what?
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Post by sportsrancho on Oct 8, 2017 14:11:00 GMT -5
What if Mannkind announces a partnership? Could the share price be comparable to the Sanofi announcement? What if multiple partners? Say all fund upfront then what? Absolutely! If we strike a better deal than we did with SNY. Which we would I have no doubt. Then better pps than before.
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Post by mnholdem on Oct 8, 2017 14:55:47 GMT -5
"Your drug. Our delivery." Think oncology.
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Post by n8 on Oct 8, 2017 14:58:19 GMT -5
August 11, 2014 Partnership with Sanofi is announced 37$/share. So after the split could it be around $180ish?
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Post by sportsrancho on Oct 8, 2017 15:00:33 GMT -5
August 11, 2014 Partnership with Sanofi is announced 37$/share. So after the split could it be around $180ish? No $37
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Post by lakers on Oct 8, 2017 15:04:36 GMT -5
I can see multiple regional partners.
1. UAE, Saudi Arabia, Oman, $100M upfront 2. Canada, $150M 3. Mexico, $150M 4. Australia, $150M 5. Japan with Takeda, $200M 6. India, S Africa with Cipla, $300M 7. China, $500M upfront 8. EU, $300M
Mnkd uses the above funding to market A in the U.S.
Mnkd's mistake with Sny was not allowing or requiring Sny investing $1B for 10% stake, $500M upfront, 30% royalty, no P/L sharing, $1B milestone bonus. This would keep Sny honest regardless of change of regime.
The rumor was Sny's previous CEO wanted to invest in Mnkd. Al turned it down. Wish Al had and watched Shark Tank show where any honest partnership requires a stake.
Needless to say Mnkd should have raised $1B in secondary offering when Pps is > $50.
I guess There is a remote chance Mnkd could partner in U.S. with a top 10 BP in the world with a deal structured similar to the one above.
Mnkd could use the cash to fund TS pipeline.
Negotiate from a position of strength!
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Post by radgray68 on Oct 8, 2017 15:33:22 GMT -5
August 11, 2014 Partnership with Sanofi is announced 37$/share. So after the split could it be around $180ish? No $37 I would expect we're able to get a better international deal than Sanofi's. We no longer have our dominant hand tied behind our backs as far as sales limitations go. Double the $55 peak from FDA approval because we are going it alone as much as possible. Fastest insulin product on the planet AND it addresses the two greatest barriers to its use?(hypos and needles) position of strength begins now...er...last Monday.
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Post by radgray68 on Oct 8, 2017 15:49:39 GMT -5
I can see multiple regional partners. 1. UAE, Saudi Arabia, Oman, $100M upfront 2. Canada, $150M 3. Mexico, $150M 4. Australia, $150M 5. Japan with Takeda, $200M 6. India, S Africa with Cipla, $300M 7. China, $500M upfront 8. EU, $300M Mnkd uses the above funding to market A in the U.S. Mnkd's mistake with Sny was not allowing or requiring Sny investing $1B for 10% stake, $500M upfront, 30% royalty, no P/L sharing, $1B milestone bonus. This would keep Sny honest regardless of change of regime. The rumor was Sny's previous CEO wanted to invest in Mnkd. Al turned it down. Wish Al had and watched Shark Tank show where any honest partnership requires a stake. Needless to say Mnkd should have raised $1B in secondary offering when Pps is > $50. I guess There is a remote chance Mnkd could partner in U.S. with a top 10 BP in the world with a deal structured similar to the one above. Mnkd could use the cash to fund TS pipeline. Negotiate from a position of strength! Something in my gut feels like maybe Mannkind did a deal for those preferred shares at around $5. It just feels like leaked info because of the 100 BAJILLION MILLION shares traded this week, only to end up pinned at $5. BUT not for several days after the FDA announcement. Enough time to agree on the outline of an agreement, but not firmed enough to be required it be made public yet. $50 million gets us far enough along from here. A lot will be happening in the next 6 months After doing all the legwork ourselves with the titration adjustments, in house sales force built from the ground up and trimming of the fat from this company, no deal unless you show me the money. You gotta be committed to Afrezza and your partner, us. Kind of a -Sing it with me or I'll take my toys and go home- kind of negotiation process now. JMHO and I am still giddy from the week's events.
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Post by agedhippie on Oct 8, 2017 17:15:29 GMT -5
I can see multiple regional partners. 1. UAE, Saudi Arabia, Oman, $100M upfront 2. Canada, $150M 3. Mexico, $150M 4. Australia, $150M 5. Japan with Takeda, $200M 6. India, S Africa with Cipla, $300M 7. China, $500M upfront 8. EU, $300M Mnkd uses the above funding to market A in the U.S. Mnkd's mistake with Sny was not allowing or requiring Sny investing $1B for 10% stake, $500M upfront, 30% royalty, no P/L sharing, $1B milestone bonus. This would keep Sny honest regardless of change of regime. The rumor was Sny's previous CEO wanted to invest in Mnkd. Al turned it down. Wish Al had and watched Shark Tank show where any honest partnership requires a stake. Needless to say Mnkd should have raised $1B in secondary offering when Pps is > $50. I guess There is a remote chance Mnkd could partner in U.S. with a top 10 BP in the world with a deal structured similar to the one above. Mnkd could use the cash to fund TS pipeline. Negotiate from a position of strength! Something in my gut feels like maybe Mannkind did a deal for those preferred shares at around $5. It just feels like leaked info because of the 100 BAJILLION MILLION shares traded this week, only to end up pinned at $5. BUT not for several days after the FDA announcement. Enough time to agree on the outline of an agreement, but not firmed enough to be required it be made public yet. $50 million gets us far enough along from here. A lot will be happening in the next 6 months After doing all the legwork ourselves with the titration adjustments, in house sales force built from the ground up and trimming of the fat from this company, no deal unless you show me the money. You gotta be committed to Afrezza and your partner, us. Kind of a -Sing it with me or I'll take my toys and go home- kind of negotiation process now. JMHO and I am still giddy from the week's events. I am pretty certain that if Mannkind had done any deal on those prefs they would have had to file an 8K. The pin at $5 is about options - someone bought a load of calls and wanted to make sure they paid out.
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Post by agedhippie on Oct 8, 2017 17:20:25 GMT -5
I can see multiple regional partners. 1. UAE, Saudi Arabia, Oman, $100M upfront 2. Canada, $150M 3. Mexico, $150M 4. Australia, $150M 5. Japan with Takeda, $200M 6. India, S Africa with Cipla, $300M 7. China, $500M upfront 8. EU, $300M Mnkd uses the above funding to market A in the U.S. Mnkd's mistake with Sny was not allowing or requiring Sny investing $1B for 10% stake, $500M upfront, 30% royalty, no P/L sharing, $1B milestone bonus. This would keep Sny honest regardless of change of regime. The rumor was Sny's previous CEO wanted to invest in Mnkd. Al turned it down. Wish Al had and watched Shark Tank show where any honest partnership requires a stake. Needless to say Mnkd should have raised $1B in secondary offering when Pps is > $50. I guess There is a remote chance Mnkd could partner in U.S. with a top 10 BP in the world with a deal structured similar to the one above. Mnkd could use the cash to fund TS pipeline. Negotiate from a position of strength! What sort of timescale is this over? I ask because nothing has even been filed with EMA for the EU yet so you are probably about two years away from national approvals even if they file tomorrow. China is going to require a manufacturing plan in China so $500 + plant is rather unlikely. I think that the other locations are possible over the next year or two but there will be no deal around those values. Sanofi got the worldwide rights for $150 so that will be the benchmark.
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Post by sayhey24 on Oct 8, 2017 17:39:40 GMT -5
What if Mannkind announces a partnership? Could the share price be comparable to the Sanofi announcement? What if multiple partners? Say all fund upfront then what? If my memory is correct the PPS went down on the announcement as it was seen as a bad deal. What MNKD needs now is Mike to close some international distributorships with big up front product purchases and big quarterly quotas. IMO, then you will see $20 on the first; $30 on the second and $50 on the third. If they announce something big on RLS its heading to 3 digits.
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Post by careful2invest on Oct 8, 2017 17:42:03 GMT -5
I can see multiple regional partners. 1. UAE, Saudi Arabia, Oman, $100M upfront 2. Canada, $150M 3. Mexico, $150M 4. Australia, $150M 5. Japan with Takeda, $200M 6. India, S Africa with Cipla, $300M 7. China, $500M upfront 8. EU, $300M Mnkd uses the above funding to market A in the U.S. Mnkd's mistake with Sny was not allowing or requiring Sny investing $1B for 10% stake, $500M upfront, 30% royalty, no P/L sharing, $1B milestone bonus. This would keep Sny honest regardless of change of regime. The rumor was Sny's previous CEO wanted to invest in Mnkd. Al turned it down. Wish Al had and watched Shark Tank show where any honest partnership requires a stake. Needless to say Mnkd should have raised $1B in secondary offering when Pps is > $50. I guess There is a remote chance Mnkd could partner in U.S. with a top 10 BP in the world with a deal structured similar to the one above. Mnkd could use the cash to fund TS pipeline. Negotiate from a position of strength! What sort of timescale is this over? I ask because nothing has even been filed with EMA for the EU yet so you are probably about two years away from national approvals even if they file tomorrow. China is going to require a manufacturing plan in China so $500 + plant is rather unlikely. I think that the other locations are possible over the next year or two but there will be no deal around those values. Sanofi got the worldwide rights for $150 so that will be the benchmark. I always thought that original deal with Sanofi stunk. And I am not alone with that thought. It was weak given the potential of AFREZZA. And I don't think that Sanofi's $150 will be the benchmark now, imo, nowhere near that! AFREZZA was burdened by a non-inferior label back then when that number was established. Now AFREZZA is proven Superior over all of its competition. Fastest in, Fastest out, no skin irritation like Fiasp, no needles, lower A1C's, no hypos if no basal insulin is used, convienient, etc, etc, etc... That is when the words "game changer" come into play. Things are about to get real interesting for Mannkind and Mankind, and anyone long MNKD! GO MNKD! THE SKY IS THE LIMIT!
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Post by anderson on Oct 8, 2017 18:09:30 GMT -5
I can see multiple regional partners. 1. UAE, Saudi Arabia, Oman, $100M upfront 2. Canada, $150M 3. Mexico, $150M 4. Australia, $150M 5. Japan with Takeda, $200M 6. India, S Africa with Cipla, $300M 7. China, $500M upfront 8. EU, $300M Mnkd uses the above funding to market A in the U.S. Mnkd's mistake with Sny was not allowing or requiring Sny investing $1B for 10% stake, $500M upfront, 30% royalty, no P/L sharing, $1B milestone bonus. This would keep Sny honest regardless of change of regime. The rumor was Sny's previous CEO wanted to invest in Mnkd. Al turned it down. Wish Al had and watched Shark Tank show where any honest partnership requires a stake. Needless to say Mnkd should have raised $1B in secondary offering when Pps is > $50. I guess There is a remote chance Mnkd could partner in U.S. with a top 10 BP in the world with a deal structured similar to the one above. Mnkd could use the cash to fund TS pipeline. Negotiate from a position of strength! What sort of timescale is this over? I ask because nothing has even been filed with EMA for the EU yet so you are probably about two years away from national approvals even if they file tomorrow. China is going to require a manufacturing plan in China so $500 + plant is rather unlikely. I think that the other locations are possible over the next year or two but there will be no deal around those values. Sanofi got the worldwide rights for $150 so that will be the benchmark. Yes china will require a plant, but those will only be finish fill lines as the bulk powder will be taken to china to filled into carts and hence made in china label. Each line is $10 million and takes about 3 months to install and took about 3 months to be certified in the US. I dont think MNKD has ever been asked how much bulk powder the plant in Danbury can produce, but we know it is at least enough for 12 fill lines, possibly more.
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Post by sayhey24 on Oct 8, 2017 18:19:52 GMT -5
It will take another 9 months to get the line made. If they want to do China now, they would need to dis-assemble one of the Danbury lines and ship that over there and put it back together. They were looking at that modular manufacturing space no long ago. Here is what Emergent did in Baltimore and they recently expanded it www.pharmaceutical-technology.com/projects/biosolutionsnewmanuf/Now that would be a happiness problem to me. Then they can get the newly made line and install back in Danbury.
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Post by babaoriley on Oct 8, 2017 18:32:20 GMT -5
Euphoria is apparently a hallucinogen.
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