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MannKind Corp. Message Board

  • snortinnorton10 snortinnorton10 Feb 25, 2014 2:45 PM Flag

    56 seconds into the webcast - confirm Parter post approval

    I don't they have ever stated this officially: "following approval, as we've stated, what we're looking for is a global partner"...

    I don't believe they have every said "following approval" in the past.. could be wrong

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    • Notice that Matt mentioned the "shorts" today in the Q and A? It's good to be reminded that they are aware of the short interest on the stock. Makes me grin.

      Sentiment: Strong Buy

    • Sometimes you get the best Wall Street information not from what they say but from how they say it. Take the conference comment "following approval" that snort was good at noticing. Following is an adjective that precedes a noun like approval and adds additional information to the statement. What the MNKD speaker told us whether he wanted or meant to or not is "following" gave us a signal into their partner negotiations time frame and tells us they have already selected the partner and are just waiting for approval. There are dozens of former medical personnel that used to work on the FDA boards and committees that MNKD probably hired as consultants to review the phase 3 data and confirm it would pass FDA review. All the time MNKD has been going through the Alfrezza approval process they have managed to create and submit three new anti cancer compounds to the FDA and receive approval for all three and patent them. Does anyone seriously doubt the ability of MNKD to steer Alfrezza through to approval when they have the technical ability and business savvy to do both of these incredible things at the same time? Why some companies can't even get their one singular anti cancer drug working let alone manage two ideas at once like MNKD.

      Sentiment: Strong Buy

    • I dont think you can rule out a contingent offer being announced before approval based on "following approval" verbage for a couple reasons tho it makes sense potential partners may wait till after approval. He could of been using "following approval" because only then would a global partner be able to execute sales plan. A potential partner could decide to get a jump on other potential partners and make a good deal contingent on FDA approval at anytime. Also in last weeks conference call the question about partnership was asked and answer was a contingent deal could be a possibility. As for "what we're looking for..." comment implying they are still looking as MM mentions in post below likely means they are in stil in negotiations with more than one potential global partner and are not looking to partner with anyone but a global partner. The PPS is up so the perception of what was said overall was taken in a positive way by the suits at the conference and majority of investors listening in.

    • "what we're looking for..." They are still looking... I know they can't say they have one, but apparently they are still negotiating or maybe not.

 
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