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Message: Re: Best Defensive Strategy
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Jul 09, 2013 09:25AM

Jul 09, 2013 09:50AM
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Jul 09, 2013 09:50AM

Jul 09, 2013 10:23AM

Mr. Swing ...That's too funny. Thank you for nice LOL.

Mr. Brentie, I am encouraged by your bold move and conviction. I suppose 6-years of faithful following will give one tremendous confidence. For what it's worth, I have dedicated 60% of my holdings in MNKD and do not intend to hedge going into the Aug trial results.

According to the MLV (63-page analysis on 5/15), they ranked the following Pharmas as likely partners:

1- Merck; 2- Bristol-Meyers; 3-Sanofi-Aventis; 4- Novo; 5- Eli Lilly; and last 6- J & J.

Honestly, I would take any of the above but would think a company that do not have a GLP-1 play would be in best interest. This is because there could be a conflict in interest in terms of which product to push harder. If that is what MNKD management is thinking, then Sanofi would be the leading candidate.

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Jul 10, 2013 11:32AM

Jul 10, 2013 02:06PM

Jul 10, 2013 05:52PM

Jul 10, 2013 05:58PM
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Jul 10, 2013 07:21PM
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