don't sweat it too much. I believe we will see an offer sooner rather than later. It should be around the $$65-$68 mark.
I agree with the basis of this. However if they spend and cannot sell the bv will decline. I don't see this as a problem going forward and Do believe he stick should be around the 2.50 range
you need to work on the math. regn has a market cap of 32bil. that same multiple would take mnkd to $90 a share.
This stock is quietly being accumulated. DF converted debt (which debt holders are first in line under bk, before the shareholders). This means that DF moved from a place of higher security to a place of higher risk. However they truly felt that the current risk assessment is advantageous to hold shares for a much higher gain. I don't think being short here is a good idea.
This event Is happening. It is not an "if necessary" as believed by the word "tentative". Only the date set is what is to be tentative. Which means they can change the meeting date and time, however they will not cancel the meeting.
but under the current situation mankind cannot be sued for being quiet. they are playing it very safe, and following the textbook written by their legal council. Should they have agreed on a partner or buyer it is if the drug is approved. I believe all offers are contingent on the approval of the fda.
factoring in growth of market, improving margins after production expands cash return and value of assets i have a 2016 value of 7.60. with a current valuation following the same parameters of 4.80. The value could be at 10 + however I included an increase of manufacturing spending.
1.59. this will complete my worst year in the market ever. I feel I am becoming bad luck. Hope i am wrong. If approved is will stick my my 12.50 -$15.00 price. I believe the shorts are long options at these levels.
I want to clarify that the plant has been around for a while but I have not seen any pictures of the inside until I came across the torcon pics. I am not sure the pictures are related to all the stated building activity recently or if they were released a while ago and I never saw them. However with all the speculation of hiring and such I am speculating that it is based on the next level of expansion.