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Post by kc on May 13, 2017 16:01:47 GMT -5
MNKD has a designated booth BUT it is "On Hold". I guess they are waiting for confirmation of something. We all played that same game last year before ADA
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Post by kc on May 13, 2017 15:59:51 GMT -5
I am glad that the image you dreamed was not this one.
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Post by kc on May 13, 2017 13:29:57 GMT -5
There are specialized steamship lines import drayage companies that specialize in various middle eastern countries. Here is a link to one you can see how easy it is to do online quoting. This is a basic quoting tool that you would then have to head back special information like drayage from Newark New Jersey to Danbury Connecticut and back to the port. Specialized conditions such as temperature controlled steamship containers. There are many value add's but you would not see it posted on a public site. Click on this link to see for yourself how easy it is to find a pricing tool. www.icontainers.com/ports/jebel-ali Whoever would be involved in planning for a shipment probably would've gone to a broker directly who would put the transportation plan together for MannKind.
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Post by kc on May 13, 2017 13:12:58 GMT -5
Ok, off the top of my head. Go back and read the transcripts from the 5/9/16 Q1 earnings call or the 5/12/16 Bank of America Merrill Lynch Health Care Conference. I can't remember which one it was where Matt said they were close to closing a foreign deal (which gave the impression it could happen by June). You think I'm just making this up? Just because you haven't heard it doesn't mean it didn't happen. Personally, I would listen to those who have been here a long time for the best sense of direction of Mannkind. But of course you're free to believe as you wish. We have all been there and done that. I disagree with you. Mannkind as a company is ultra conservative and while Matt has referenced ex-us partnership discussions before verbally , they have never put anything in writing, not like the slide that was presented for the 1q call. They simply wouldn't do that unless this thing was very close to final, otherwise they could face legal repercussions. IMO these discussions have been ongoing for over a year, these things take time and once announced will make sense as to why the throughout this whole process the management has remained so confident while so many people on the outside lost confidence. Also I do believe therequest for shipping quote was real, and was someone from Mannkind or the buyer just doing research on pricing. It's just too random to think someone would make that up - we'll know soon either way. You can get quotes 24-7 without ever posting anything publicly. I still call BS- BS Here try this link you'll see how easy it is www.icontainers.com/ship-container/dubai Go search for yourself. steamship lines serving Newark to Abu Dhabi pricing
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Post by kc on May 13, 2017 12:54:47 GMT -5
Assuming UAE theory is correct, why would you assume shipment is already sent, or even soon to be sent? If that 'leak' was the product of someone simply getting a shipping quote, or just trying to get a sense how much it might cost if they end up needing to do it, there's no way to know if it will happen this month, next month or even this year. I hope it is true, happens soon etc, but we're probably getting way ahead of ourselves (and MNKD) if the deal isn't even signed yet. I'm in the logistics business. If the shipping quote was accurate you would not have seen it on a public web site. There are quoting tools that are used 24-7 by companies, logistic companies, freight forwarders that have no public access. The posting was a game played by some shill who was trying to manipulate the market. Even amateur shippers working for a company would not have posted that information. I don't doubt that a shipment is being planned but not on a freight forwarding brokerage web site. Drug transportation is specialized and the MannKind department handling the exporting of the Afrezza whether internal or external distribution would not have published it on that site. I call BS. BS.
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Post by kc on May 13, 2017 12:46:55 GMT -5
If the sales is FOB Danbury, then the sale is recorded once the goods are issued from Danbury. If Sales are FOB Danbury then there would have to be another Pharma involved in purchasing and distribution in whatever country its being shipped too. Now that would be very exciting. I doubt that MannKind would have produced that slide shown at the 1st qtr call if they were not close to having the deal done. MannKind is not going to put out a fluff slide like this without having the negotiations to support it behind them. You can bet that something is going to be announced in the near term future. Let's hope the deal really gets the attention of the market place. When you see the week that shares had last week with over 70,000,000 shares changing hands in 5 days there is blood in the water. 32 million shares on Wednesday was an all time record. There were buyers, sellers and perhaps institutional buyers stepping up to get a piece of the future. At the low point last year the institutional holders were down to 15%. Now its back up to 21% but that is low for any public company. Mannkind won't be out of they woods until you see institutional ownership over 50% or more. It has not been over 27% in the last 3+ years.
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Post by kc on May 12, 2017 21:13:51 GMT -5
Not to be a downer but the Amgen article was from May 2006. Not 2017. The spike was not caused by this article. So there must be something more.
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Post by kc on May 12, 2017 18:11:48 GMT -5
You're not pulling my DreamBoat, are you? Nope! I looked at the floor plan so I could be sure. Just outside the Product Theater 2 entrance, way off to the right of the layout.
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Post by kc on May 12, 2017 17:44:07 GMT -5
hmmm is right. That is a lot of sausage grinding by somebody . That is not a normal situation for any company. 32,000,000 shares on Wed = to 32% of outstanding shares.
What's up with That?
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Post by kc on May 12, 2017 14:48:40 GMT -5
Tchalaa, its a bad dream. I don't know aobut (22 X 5) But I know many who were (10 X 5). I myself sold a lot at the (10 X 5) for a tax loss last year. Now my avg is very low around the (3 X 5) range. But foolishly I keep buying shares (my MannKind addiction) I need a 12 step program.
I can't believe this is the end for MannKind. . Hopefully its the new beginning. Maybe they have a deal in the Middle East. I hope they announce it next week. There is some reason that 64,925,600 share traded Monday - Thursday. Somebody knows something. It can't be just the HFT shorts grinding up the sausage over and over again.
I thought the Conf Call was very guarded. They didn't take any analyst calls. I thought that was very odd. Perhaps they were careful not to get a call where they had to disclose too much. But there is a fire burning and I hope its a positive one for all of us. As the market gets ready to close today I see we have 5,310,000 share traded so far today and 64,925,600 shares Monday - Thursday.
How many outstanding shares are there? 100,000,000 shares.
What's up with that?
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Post by kc on May 12, 2017 12:18:09 GMT -5
Let's hope they address this at the shareholders meeting. We need a happy moment to have a victory somewhere. They would hold the news at this time for the meeting if they have news.
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Post by kc on May 11, 2017 22:15:30 GMT -5
While middle eastern countries have a serious problem of diabetes, they have an even bigger problem with smoking. UAE is 30% smokers and for "young people" its upwards of 40%. Not only is the percentage very high, its growing higher in recent years. Rates of lung cancer are growing. Likely there is a population of ex-smokers too. Mnkd making another strategic blunder going into the middle east IMO. I guess my 40 year investment in Phillip Morris and Altria is responsible for this epidemic of smokers in the UAE and other middle eastern countries.
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Post by kc on May 11, 2017 20:40:31 GMT -5
Amgen has a large portfolio of drugs. I doubt it's for Afrezza. Sorry to be a Debbie downer but I think we are not going to see them opening an office for them marketing Afrezza
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Post by kc on May 11, 2017 20:29:23 GMT -5
It's all the Middle Eastern countries Theyhave a serious problem with diabetes saudigazette.com.sa/saudi-arabia/4-million-diabetics-ksa-2030/4 million diabetics in KSA by 2030 May 7, 2017 Ministry of Health Saudi Gazette report JEDDAH – The number of diabetes patients in the Kingdom is expected to exceed 4 million by 2030, experts said, adding that the disease has affected about 25 percent of the country’s population. The percentage of diabetes cases among people aged over 50 has reached more than 50 percent, they said while addressing the third Middle East Diabetic Conference in Jeddah. Dr. Yousuf Al-Turki, vice president of King Abdulaziz University, opened the conference on behalf of Jeddah Governor Prince Mishaal Bin Majed in the presence of Dr. Mahmoud Al-Ahwal, dean of the medical college and Dr. Abdul Rahman Al-Asheikh, chairman of Saudi Diabetes and Endocrine Association. Addressing the conference at Park Hyatt Hotel, Al-Asheikh said diabetes has become one of the fast spreading ailments in the Kingdom. “It has affected 25 percent of the population and 50 percent of men and women who have crossed 50,” he added. Dr. Al-Ahwal said a diabetic can be found in every house in Saudi Arabia. “According to the latest statistics issued by the Health Ministry, the number of diabetes patients will reach 4 million in 2030,” he said. The chairman of the scientific committee said the conference was aimed at enhancing public awareness about diabetes and how to control it as well as to discuss the latest development in diagnosing and treating the disease.
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Post by kc on May 10, 2017 14:56:37 GMT -5
I don't see that happening. If something was announced there would have to be a tender offering of shares and potentially another company might make a bid and best the original offer. Frankly I'm surpristed there has not been a Hostile buy out attempted or an activist investor. This might be it happening. We will see SHORTLY. Spot on kc... we could be seeing just that! If Hostile buy out, we could see company shopped and sold before seeing any revenue traction. Hope this is not the case. Duty to announce the offer on the quarterly call. hmmmm you just never know.
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