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Post by babaoriley on Jan 18, 2018 11:36:31 GMT -5
akemp, respectfully, you're very far off in your thinking. Right now a $6 offer would be accepted in a heartbeat. Don't fool yourself, and don't fool others. Didn't you read what MNHOLDEM had to say? $6, please!  So...Kent Kresa, the Chairman of the Board of Mannkind, recently invests a cool million at $6 and someone?? anyone?? actually believes the company would now sell for this price. As MC says, Priceless! akemp, I won't again go into what I thought of the machinations of the financing and Kent's investment in detail, other than to say I was really glad to see it. Here's what I say - if someone offered $6/share today for the company, I believe it would be sold. I initially thought it was really substantively significant that Kent participated meaningfully, but when we crashed below $6, I concluded that it was only a tactic, a costly one, at that! Another thing to keep in mind, insiders with MNKD haven't had the greatest track record over the years in predicting things. |
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Post by akemp3000 on Jan 18, 2018 13:22:19 GMT -5
Everyone's entitled to their belief. IMHO if a suitor called Mannkind today with a buyout offer of $30 ($6 today following R/S), no one in management would even take the call as it would represent a horrible loss and failure of a company that has invested over $2B. Mannkind's science is ground breaking, successful, propriety and will likely prevail as a popular, next generation, needle-free delivery method for many drugs while also offering improved efficacy. Granted, the plane is still on the runway but the direct-to-consumer marketing plan only recently began. Rising scripts are expected in 2018 to provide lift off. GL
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Post by kbrion77 on Jan 18, 2018 13:44:19 GMT -5
Everyone's entitled to their belief. IMHO if a suitor called Mannkind today with a buyout offer of $30 ($6 today following R/S), no one in management would even take the call as it would represent a horrible loss and failure of a company that has invested over $2B. Mannkind's science is ground breaking, successful, propriety and will likely prevail as a popular, next generation, needle-free delivery method for many drugs while also offering improved efficacy. Granted, the plane is still on the runway but the direct-to-consumer marketing plan only recently began. Rising scripts are expected in 2018 to provide lift off. GL This post loses credibility when you say things like this. Management and the BOD have a fiduciary duty and responsibility to shareholders. The fact that you state MNKD wouldn't even take a call for a buyout is ridiculous. MNKD's science is ground breaking? Where are all the investments for Techno then? Where are all the investments for anything? To me it's frustrating that the only way we could extend our runway is not by partnerships, licensing or asset sales but by a ridiculous pump of the price to mystery buyers at $6. |
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Post by sportsrancho on Jan 18, 2018 14:00:06 GMT -5
Everyone's entitled to their belief. IMHO if a suitor called Mannkind today with a buyout offer of $30 ($6 today following R/S), no one in management would even take the call as it would represent a horrible loss and failure of a company that has invested over $2B. Mannkind's science is ground breaking, successful, propriety and will likely prevail as a popular, next generation, needle-free delivery method for many drugs while also offering improved efficacy. Granted, the plane is still on the runway but the direct-to-consumer marketing plan only recently began. Rising scripts are expected in 2018 to provide lift off. GL This post loses credibility when you say things like this. Management and the BOD have a fiduciary duty and responsibility to shareholders. The fact that you state MNKD wouldn't even take a call for a buyout is ridiculous. MNKD's science is ground breaking? Where are all the investments for Techno then? Where are all the investments for anything? To me it's frustrating that the only way we could extend our runway is not by partnerships, licensing or asset sales but by a ridiculous pump of the price to mystery buyers at $6. It does not lose credibility at all! They have already turned down offers, including a man who stood up at the annual shareholder meeting and offered to buy the company,then went up and talked to Matt afterwords and the whole thing was laughed off. They don’t have to share any of that with us un less it’s an offer that’s put in writing. And if you don’t agree to go that far you’ve essentially already turn the party down. |
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Post by akemp3000 on Jan 18, 2018 14:43:46 GMT -5
Thanks sports for helping support the more significant point. The fiduciary responsibility of management is to build value versus entertaining a ridiculously low offer that would represent a loss. After further thought, management would probably take the call, then laugh it off and end it kind of like what probably happened following the ASM. Having credibility questioned by someone who then questions whether or not MNKD's science is ground breaking is not taken seriously.
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Post by babaoriley on Jan 18, 2018 17:53:34 GMT -5
Thanks sports for helping support the more significant point. The fiduciary responsibility of management is to build value versus entertaining a ridiculously low offer that would represent a loss. After further thought, management would probably take the call, then laugh it off and end it kind of like what probably happened following the ASM. Having credibility questioned by someone who then questions whether or not MNKD's science is ground breaking is not taken seriously. OMG, akemp and Sports, I believe the two of you have severe MNKDIFS (MNKD investor fatigue syndrome). Seek help, seek serious help, but I'm afraid it may be too late. Sports, did you say something about going to Disneyland today, cuz that post of yours sounds like it came from one of those lands, and I don't mean Tomorrowland! akemp, nothing at all personal in all this, as you say, we're all entitked to our own opinions, and especially so when they are expressed with civility, as yours always are. Further, I'm rooting hard for you to be right, but Sports agreeing with you, well, ... I'm not sure that helps your cause. And then Sla gave you a thumbs up, too, I think, but she's Canadian, so ... need I go further down that road! |
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Post by sportsrancho on Jan 18, 2018 18:34:13 GMT -5
I’m a long way from Disneyland, but I think baba is in the
Gardens of Imagination:-) ( Which I hear is the hub of Disneyland.)
Really all we have to do is connect the dots, kind of like mannmade did when he speculated about why we’re really at the Kings game:-) Mike’s the definition of ON IT! IMO he is many steps ahead of the game plan. But we’ll see...
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Post by dreamboatcruise on Jan 18, 2018 19:13:23 GMT -5
Nice to see a strong speculative play in the inhalation arena. It would take a whole lot more than $1.65B for a BP to acquire MNKD. Just saying... akemp, respectfully, you're very far off in your thinking. Right now a $6 offer would be accepted in a heartbeat. Don't fool yourself, and don't fool others. Didn't you read what MNHOLDEM had to say? $6, please! I'm with you in spirit if not exactly details. I think it would need to be a price a bit over 52-week high before I'd have high confidence it would be seriously considered. Though I also think a moot point. No one is offering nearly that much at this point. |
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Post by akemp3000 on Jan 18, 2018 21:28:35 GMT -5
Agreed. No one is offering and Mannkind wouldn't be interested so it's a moot point.
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Post by straightly on Jan 20, 2018 2:17:15 GMT -5
Makes one wonder why Amphastar does not make some move for Techno or an interest in MannKind?
Amphastar Pharmaceuticals, Inc. is a specialty pharmaceutical company that is engaged in the development, manufacture and marketing of generic and proprietary injectable and inhalation products.
They still have first right of refusal on distribution rights in China (? Far East?). I thought they would have moved on that opportunity by now. One would. Could they be Sanofi like? OTOH, to move ahead in China, MNKD might be needing some governmental help rather than a "partner", which could render this refusal right irrelevant. China is very weird in many ways. None the less, all the more puzzling that there does not seem to have any activities. |
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Post by oneking on Apr 4, 2018 18:24:37 GMT -5
I was doing some research and it let me this site, GSK have distribution centres in Saudia Arabia, UAE, Oman and many other counties, does anyone else think GSK will partner with mnkd. Is Mike referring to term sheet 1 being UAE and term 2 being Saudia Arabia, is this why new CMO had to be respectable reputation for them to be taken seriously. Thx
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Post by peppy on Apr 4, 2018 18:48:20 GMT -5
I was doing some research and it let me this site, GSK have distribution centres in Saudia Arabia, UAE, Oman and many other counties, does anyone else think GSK will partner with mnkd. Is Mike referring to term sheet 1 being UAE and term 2 being Saudia Arabia, is this why new CMO had to be respectable reputation for them to be taken seriously. Thx If GSK was interested in MNKD would it be for their vaccines? www.gsk.com/en-gb/products/our-vaccines/#a-dGSK does have Europe and the Middle East covered. |
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Post by robbmo on Apr 4, 2018 19:41:07 GMT -5
I was doing some research and it let me this site, GSK have distribution centres in Saudia Arabia, UAE, Oman and many other counties, does anyone else think GSK will partner with mnkd. Is Mike referring to term sheet 1 being UAE and term 2 being Saudia Arabia, is this why new CMO had to be respectable reputation for them to be taken seriously. Thx If GSK was interested in MNKD would it be for their vaccines? www.gsk.com/en-gb/products/our-vaccines/#a-dGSK does have Europe and the Middle East covered. Funny, I was thinking this morning that the reason they are doing TrepT was to cut Liquidia off at the knees and demonstrate to GSK that TS is a superior and more cost-effective development platform... |
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