with press releases. Did anyone notice she released the LARS press release AFTER the DELISTING NOTICE to deflect any attention away from the delisting notice???
I call that manipulation by the CEO.
Yes they still have the insulin in their possession. When I was there for the annual meeting last year they confirmed that and it gets inspected twice a year. Whether or not it's worth $10B - DUNNO but that's why AL said on a CC
It's a HUGE Market but a VERY CHEAP Market. MNKD will NOT get a Premium on their drugs!!! NO ONE DOES!!!!!
If that was the case then why TARNISH the AFREZZA BRAND? SANOFI has done damage to MNKD and Afrezza and will have to pony up some termination money. The NEW CEO did not want AFREZZA. The only way SNY gets AFREZZA is if they pay a HUGE Premium for Afrezza and I'm talking like $5 - $6 Billion Cash and SNY will never do that.
You're forgetting one little point......MNKD is not financially HEALTHY. Their Balance Sheet is not good which will weigh on the stock price.
The only way to see if your theory is correct is to see how much money SNY forks over for the termination. If it's a sizable amount........SNY wanted OUT. If they get a small amount.....MNKD wanted OUT.
Are you kidding me??
New FDA Chief Must Divest Several Stock, Fund Holdings
By ALICIA MUNDY
Updated May 26, 2009 12:01 a.m. ET
WASHINGTON -- The new commissioner of the Food and Drug Administration is among the wealthiest Obama administration appointees, with income of at least $10 million in 2008 thanks mostly to her husband, a hedge-fund executive, according to financial disclosure forms.
DUDE wake up from your DREAM. How do you propose MNKD gets from $.95 to $50? Over the next 7 years??? Give me a break. Look I'm sitting on a 6 figure holding but I'm also realistic.
There are too many FORCES AGAINST MANNKIND. This little company (as we can see at $.95) cannot go head to head with BIG PHARMA. Even if MNKD sells Afrezza ONLY it's not going to command a huge premium.....why??? because Sanofi has already TAINTED the image of AFREZZA.
Afrezza has a DARK CLOUD over it and it will take at least 2 years to remove that cloud. Can MNKD go alone? We shall see......
Right now if MNKD cannot get a large FEE out of Sanofi they are in trouble because they need cash and we all know Deerfield and all money sources PLAY HARDBALL and will not cut MNKD ANY SLACK.
It's an UPHILL BATTLE for MNKD
Sentiment: Strong Buy
Just think......Get the surgery and have the expense taken out of your payroll check every 2 weeks.
Now add that to another 100 of the largest Hospitals in the US?? We could be on to something.
HCA, BAPTIST, Kaiser Permanente, etc.
Finish the story - Matt said they are hoping to get money out of Sanofi for the BREAK UP.
On DCTH. No telling where this will land.....$.15 or $.25 Whereever it lands it will be there for a while.
The only short term catalyst is the Germany Reimbursement Agreement (February) and more countries signing up. Not sure if the P2 Interim Data will move the needle.
Hope we don't get push down to the OTC BB.
You have a valid point but I also know that "Jenny" realizes the importance of NO CROSSOVER. If she's going to GOLD STANDARD there will be no crossover. And yes Drs. will have a problem but that's MEDICINE and some lives will be lost for the betterment of MEDICINE.
DCTH has no room for error this time around and they need ROCK SOLID DATA for the FDA. Remember it was the FDA who screwed DCTH in the first place.
I'm hoping they get a FAST TRACK Designation.
So there will be no Buyout. SNY has the rights until June 2016 and if they smell a sale of Afreeza by MNKD they will hold it until the very last day!
So there will be no Buyout on 2/3/16
DCTH's money will not come from OM in the US. The market is just too small for that indication whivh is why they couldn't get a partner. After approval they're expecting the device will be used OFF LABEL. Most doctors after seeing the results from the OM Trial and the EU IIT and other forms of data will be very comfortable in using Melblez (I hate that name) for other indications.
The only problem is the 2019 Approval.......Ughhhhhh
For HCC/ICC that market is big enough to land a partner. But the flip side is that we're probably talking about 2020. Another Ughhhhhhh