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Post by mannmade on Nov 11, 2020 11:02:55 GMT -5
Didn't Mnkd once have a partnership/relationship of some kind with Fluvax or some such flu vaccine company? Can't remember why that did not move forward. Seems so logical.
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Post by mannmade on Nov 10, 2020 12:42:48 GMT -5
Oh Baba... What say you?
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Post by mannmade on Nov 6, 2020 11:57:53 GMT -5
Selling Danbury seems a bit short sighted to me. How much does Mannkind need to bridge to break even/profitabliity? (Eg: Trep T Royalties)
As I mentioned earlier, why not just try and get a loan from Uthr that is convertable and collateralized against Trep T royalties, as it seems they are now partners for a long time.
It seems to me that if they sell Danbury to a third party and then lease back it may make it tougher for Uthr to go all in as now another entitiy is involved in those discussions.
Honestly, as an investor since 2008, I would take one more dilution over the sale of Danbury unless of course you think Danbury will sell for $100m or more. My guess is, it sells for around $50m and for that price I think I would rather see the last dilution if required.
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Post by mannmade on Nov 5, 2020 11:56:45 GMT -5
Actually I also like the compatability of Bluhale with Dexcom. At least they must be talking...
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Post by mannmade on Nov 5, 2020 10:22:59 GMT -5
If the Uthr partnership is so solid why not just do a deal to get a convertable note from them for $50m I am sure we would all be happy with that kind of dilution as it would be negated just on the news that Uthr might buy in. Afterall, it appears from what Mike siad that they are in at least early stage discussions on other molecules. The note could be payable aganst futre trep t royalties.
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Post by mannmade on Sept 16, 2020 9:47:24 GMT -5
It is also a term used in media when two entities work together on the same project and bring different but complimentary assets to the project.
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Post by mannmade on Sept 15, 2020 17:45:36 GMT -5
Sports, you should connect Edelman with Vdex. Would be good for both and each could benefit from cross collaterizing their expertise.
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Post by mannmade on Sept 15, 2020 10:41:53 GMT -5
Mango, I am just older than you...
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Post by mannmade on Sept 14, 2020 20:05:43 GMT -5
Or as Michael Keaton once said in the movie Night Shift, "Feed Mayonaise to the Tuna..."
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Post by mannmade on Jul 27, 2020 19:07:46 GMT -5
You really mean that employees come and go like stocks in a day trader's portfolio... !
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Post by mannmade on Jul 7, 2020 18:14:55 GMT -5
I see dead people... to quote a movie or I see past CEO's to paraphase the same movie...
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Post by mannmade on Jun 12, 2020 14:49:41 GMT -5
Mnkd should have Gary Hall Jr reach out to him since he is also a high performane athlete and a consultant to mnkd. Would make the most sense to me personally.
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Post by mannmade on Apr 17, 2020 14:59:34 GMT -5
“We don’t expect our shareholders to bear the burden of this product development" Of course we're bearing the burden. Who's paying to keep the company running at the moment? But if it means large cash infusions to move them forward, bring it! It's our turn. Not to mention lost opportunity as they shut down the development of other pipeline projects.
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Post by mannmade on Apr 16, 2020 15:31:09 GMT -5
Might make sense about Curcuman as it is supposed to lower inflamation and from what I understand about Covid 19, inflamation plays a big part.
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Post by mannmade on Apr 15, 2020 14:38:57 GMT -5
I personally think the top management, like that of many other companies, should take more severe pay cuts as some other coproate executives have. Perhaps take their pay 80% in stock of the company or something to both show they are sensitive to investors and that they beleive in the company's future. However, as Mango said, it apears they have at least heard the investor vocie which for them is a step...
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