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Excellent!!!
Around 12.
Exactly. I think this will be the surprise that catches everyone off guard and pushes the stock back to pre-crash levels. That combined with a Fast Match sale too.
Anytime!! :)
This is by far my favorite board and stock. I greatly appreciated the posts and comments from Seel, Ann, Citrati and others.
Thank you all.
Chris
Listening to the Roth presentation, I thought I heard, that the Trimesta partnership would be completed by late Q2. With MRI results being a pre-requisite, I believe results will be in the April/May timeframe.
Just one person's perspective.
Would love to hear others' thoughts about Riley's comment around meeting with FDA post SYN-004 2a and seeing if they can conduct a pivotal study instead of doing a 2b.
Chris
Great find!! Thank you. this would make a great sticky post for comparison purposes as we get further into Afrezza launch.
See earlier post from blue with link to letter from FXCM legal to shareholders with negative account balances.....Feb 11th is the due date.
New SEC filing this morning. Alfred Mann resigns. I wonder if this would trigger the right of first refusal buyout clause for Sanofi in their agreement with Mannkind?
Oh my wrong board....but Happy Holidays to all of you as well. :)
Happy Holidays to all my fellow Mannkinders. :)
Did I see correctly that cubist generates a little over $1 billion a year in revenue? So they are being bought at roughly 8 to 9 times annual revenue.
If SYN-004 only captures 25% of the potential market (call it $4.5 MM per year) assuming it progresses through trials and is approved and not including any other pipeline products, could SYN command a buyout price of $30 - $40 billion dollars? The per share price would be unbelievable......
Thanks you, Seel. Excellent point about the child portion of the 117 MM doses.
Seel and other longs....
As part of today's press release, it mentioned that in 2012, 117 million doses of IV antibiotics were administered in the US. Am I correct in that the market opportunity would be to have SYN-004 included as part of those doses - i.e. 117 million doses of SYN-004 to go along with that?
And if that's correct, even if they only charged $10 per dose, that could represent $1.17 billion in potential US revenue?
Just looking confirmation from other longs that are more knowledgeable than I am. :)
Regards,
Chris
Right you are...my mistake. No info on him but since he still owns 200K+ shares, I'm not concerned.
No as Jurgens (sp?) does this on a regular basis and is part of his divorce settlement. You can find this information in the footnotes of the SEC filing.
Yes but if you read in the 10q there is a separate production agreement by which sanofi pays Mannkind to manufacture the product.
You do understand that Sanofi pays them to manufacture the product over and above the 35% share of profits, right?
I wonder if once Afrezza begins selling jn Q1 of Al will move on and focus on Second Sight. If so, I also wonder if that would trigger some of the clauses in the 10Q related to Sanofi having a right of first refusal to acquire the company.
All speculation of course but curious to hear others' thoughts on this.
Regards,
Chris
Interesting that they don't mention funding Trimesta Phase 3 with the proceeds and that it's to focus on C-diff and IBS. A good sign in my opinion....for what that's worth. :)
I thought they cancelled this offering a few months ago. I could easily be mistaken.
Chris
Approved!!!
Added today on the drop. Looking forward to possible Trimesta partnership and upcoming C-Diff trials.
My mistake....I re-checked the PDUFA calendar and 9/2 is only an estimated date.
Isn't 9/2 the PDUFA date?
If you read each of the forms, you'll find the following information for each one you listed:
1. Shares withheld to satisfy the tax liability incident to the vesting of previously reported restricted stock units.
2. Shares withheld to satisfy the tax liability incident to the vesting of previously reported restricted stock units.
3. Shares withheld to satisfy the tax liability incident to the vesting of previously reported restricted stock units.
I checked the web site and it says that the careers page "cannot be found".
Odd.....
Up to $2.10 as I type...with no news....yet......
Ok my apologies. There was a link to what looked like was the actual corporate page regarding their pipeline. Appears to be mock-up.
I feel like an a$$ as my previous post was my first on IH.
GLTA
Company web site updated!! "Our first FDA approved product".
Check the company's "pipeline" page.