Sanofi won't buy MNKD with such a deal so favorable to them in place. MNKD had limited interest previously. That is why the Sanofi terms are unfavorable (lack of leverage). That means there are no offers that would even threaten Sanofi's deal. MNKD must now sell Afrezza to better it's position and that is far more complicated and risky than any of the retail investors on this board comprehend. For starters we need pricing and insurance coverage details.
JCP real estate is leveraged and does not provide a single penny of shareholder value. It is of value for bonds that liquidate those assets when JCP, inevitably, goes bankrupt. Hence, the positive movement and articles related to JCP bonds.
Then you longs could create a bubble and wreck the entire bio sector with your emotional investing. That would be great. Please see 2008.
Then you are emotionally attached to the stock. Trading rule: Never marry a stock. Since, you recognized this behavior you should act. A man acts a fool reacts. Sell your full position, continue to watch (you will get a better buy point) and act. When mnkd falls below $10pps (today's low $10.02pps) it triggers auto-sales.
$2.9b market cap leaves a tremendous amount of downside, historically. Those unusually high 402 million shares outstanding will keep this falling. However, I will consider your position, though it is not backed up by any facts, science, history or mathematics. More of an opinion, really.
MNKD has a dire need for immediate money. They needed money 2 months ago but waited for possible approval. Due diligence, yours is EXTREMELY poor. Go review Q1 2014 CC. At least the fiscal portion.
Actually, there are, currently, 4 models in use for all the applications you listed. Google Glass is your top competitor going forward, entering the market. There is absolutely ZERO probability of them acquiring GoPro according to recent CEO comments. GoPro has no patents. If anybody wants to build their camera and put a different label on it, nothing is stopping them.
Sony HDR-AS100V, due diligence xirio, your's is seriously lacking. FYI, GPRO is tech sector.
A partnership needs several aspects to price in:
1) Up-front payment need to be large enough to fund operations with no need for dilution.
2) Terms must be generous enough so that MNKD can make a decent margin.
3) Education, partner must have relationship with endocrinologists. There are only 5000 in the US and they are incredibly difficult to reach if you do not have established relationships. PCPs will rarely rx Afrezza. Far too much liability and unknowns, particularly, in it's first year on the market. You can figure this out by observing how they utilize the existing diabetic medications.
If these three conditions are met MNKD will price-in a partnership.
Al Mann, like Warren Buffet, has pledged 100% of his assets to charity after his death through the giving pledge charity. Source, giving pledge charity.
4 officers including 3 VPs. One sold over 50% his position voluntarily another over 1/3. They also had buy options and chose not to exercise. Insider sales were authorized after FDA delay. ADA mnkd booth remains empty for tomorrow. Crystal clear evidence that no partnership in place.
This is Cypress. Their money is laundered Russian gangster money. They almost went bankrupt 2 years ago. So forth...
Sales launch delay with no explanation. Only reason for that is the explanation is negative. I suspect poor insurance coverage and inadequate sales force. Financially, this company will need to dilute in the near future. Omer is dead money until they dilute, insure and structure their business.
You would take the safest most economical drug. This is exactly the issue with NB32. It has the worst safety profile of the 3 in class. Economically, NB32 is two generics with a time-release. The exact same design as Qysmia. Qysmia sales are down because doctors are, simply, scripting the 2 generics.
EMA application included head and shoulder. With the FDA approving the indication (early on terrific clinical results) the EU will follow. Expanded label and, virtually, 100% probability of EMA approval make NAVB a primary acquisition. Shorts make mistakes, just like longs, and some bet against the expanded label and, therefore, EMA approval. Not a bad bet, two for one. They lost and badly. The recent drop off was traders "selling the news"
Dead on. From an acquisition/partnership standpoint, this HCC would have been critical for Afrezza education for successful launch. It would've been included in any active talks, particularly, since the booth is already paid for. Major red flag.