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Elan Corporation, plc Message Board

andy.strojny 5 posts  |  Last Activity: Feb 4, 2015 2:20 PM Member since: Feb 20, 2013
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  • Reply to

    FREEFALL to $30 has begun....

    by n16m15 Feb 4, 2015 11:54 AM
    andy.strojny andy.strojny Feb 4, 2015 2:20 PM Flag

    We'll know soon enough. Reports the last week of February. Street seems to think CBI won't meet expectations. You pays your money and takes your chances.

  • "We expect the further delay of Vogtle Units 3 & 4 to be a negative for CBI shares today and potentially remain
    We expect the further delay of Vogtle Units 3 & 4 to be a negative for CBI shares today and potentially remain an overhang over the near term, given that it may take more than a year to resolve this dispute. That said, the risk to CBI’s cash flow may be lower than the headline cost overrun number suggests for the following reasons: 1) CB&I’s contract with Westinghouse states that certain excess costs can be recovered by Westinghouse, so depending on the cause of delay, CB&I may avoid the cost overrun; 2) In the worst case scenario, the costs would likely be divided between the contractors, so assuming a 50/50 split, CB&I would be responsible for only $370M," continued the analyst.

    "In terms of liquidity risk from this potential charge, the likelihood is low, in our view. Not only can CB&I generate ~$2.5B of cash from its existing backlog over the next 4 years (assumes no new bookings after 3Q14) but it also has $1.3B of its revolver currently available. We expect the next nuclear-related catalyst for CBI to occur on February 27th when the Georgia Public Service Commission releases its semi-annual construction monitoring report," he added.

    From: http://www.streetinsider.com/Analyst+Comments/Chicago+Bridge+%26+Iron+%28CBI%29+Declines+on+Vogtle+Project+Delays%3B+Deutsche+Bank+Comments/10211194.html

    Sentiment: Buy

  • UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION December 15, 2014

    ORDER GRANTING CONFIDENTIAL TREATMENT UNDER THE SECURITIES EXCHANGE ACT OF 1934

    MannKind Corporation
    File No. 000-50865 - CF#31824
    MannKind Corporation submitted an application under Rule 24b-2 requesting
    confidential treatment for information it excluded from the exhibits to a Form 10-Q filed on
    November 10, 2014.

    Based on representations by MannKind Corporation that this information qualifies as confidential
    commercial or financial information under the Freedom of Information Act, 5 U.S.C. 552(b)(4), the
    Division of Corporation Finance has determined not to publicly disclose it. Accordingly, excluded
    information from the following
    exhibits will not be released to the public for the time periods specified:

    Exhibit 10.1 through November 10, 2017
    Exhibit 10.2 through November 10, 2017
    Exhibit 10.3 through November 10, 2017
    For the Commission, by the Division of Corporation Finance, pursuant to delegated authority:
    Brent J. Fields
    Secretary

  • From: https://www.retailinvestor360.com/biotech/671-sanofi-is-in-turmoil-will-afrezza-and-toujeo-combinations-save-lantus.html

    * * * * *
    Bottom Line

    Despite favorable odds as prudent investments, both MannKind and Sanofi, like nearly all investments, are not immunized against all risks. Investing research is an imperfect science; there are no guaranteed bets. Investors are wise to weigh the risks versus benefits to allocate their assets accordingly.

    Given that Toujeo is a strong U300 insulin and that both basal insulin and Afrezza have reduced risk of hypoglycemia, it is likely the new drugs in Sanofi’s carefully chosen portfolio will overshadow even the flagship blockbuster Lantus.

    With the corporate conflicts intensified, a demand for Afrezza-and-Toujeo combinations rises to fill the decline gap in the firm’s $8 billion in revenues from Lantus: this is a substantial 20 percent of the overall revenues. Sanofi can deepen, as well as widen, its “moat” by acquiring MannKind’s Afrezza and the Technosphere platform. In the highly competitive biopharmaceutical market, where innovation and intellectual property are critical materials to fortify a firm from barrages of competitors, securing a revolutionary technology could mean the difference between complete dominance and dwindling revenues.
    * * * * *

  • The Chief Medical Officer gave this video which seems very very positive on AFREZZA. http://blog.joslin.org/2014/12/ask-joslin-inhalable-insulin-your-questions-answered/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+JoslinDiabetesCenterBlog+%28Joslin+Diabetes+Center+Blog%29

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