(copy by WHS) Interesting outlook.. I have put t
Post# of 128
I have put together the reasons why I think AMGEN will buy MNKD in the first half of 2017
Nov 2015
1. in Nov 2015 AMGEN says they want to acquire a Biotech company for about 10 Billion ...they have NOT acquired anything until now.
www.sfvbj.com/news/2015/nov/09/report-amgen-looking-10-billion-acquisition/
2. Sanofi Mysteriously ends collaboration agreement in Dec 2015 ....they claim slow sales but they ran the sales campaign with little effort
3. Mike Castanga moves over to MNKD in March 2016 ...his Linkdin still listed a small position at AMGEN (gone now)
4. MNKD has recently listed almost 100 job vacancies for sales and management ...(not something a company facing BK would do)
5. Very Quiet Period for the last 6 months .....
6. Very little insider buying in the last 4 to 5 months
7. Sr VP of HR moves over to MNKD in Jan 2017, This is the 2nd executive position moving from AMGEN to MNKD.....if a 3rd this is a sure thing.
8. In the Past Matt P. has said that the RLS deal is a very complicated deal ....its taken too long IMHO and could be related to the talks with AMGEN.
Perhaps some sort of licensing deal is in the works between the 3 company.
9. Matt P referenced the infamous "Embarrassment of Riches" comment at the end of 2015 ..... maybe he saw the future after the acquisition.
I was a Military Communications Analyst in the USAF for twenty years and learned how to combine small bits of information into the overall big picture.
Afrezza is a game changer for Diabetics and will absolutely succeed in 2017 ....what big Pharma would not want to own a novel drug for Diabetes.
LONG and STRONG MNKD ...Good Luck to ALL LONGS ......Hope all shorts choke on a Pretzel.
See you guys on ST