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Maredin Capital Advisors
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Maredin Capital Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida. It was founded in 2005 by Marcelo Zinn and is based on the Value Investing philosophy founded by Benjamin Graham and popularized by his most famous student Warren Buffett. At... More
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Contrarian By Cynicism
  • Approval And Partnership 2 comments
    Jun 12, 2014 3:38 PM | about stocks: MNKD

    Everyone does realize that in discussing partnership terms and completing label discussions, it's clearly implied that approval is a done deal correct.

    Furthermore, there is no bio-pharma deal that is not a royalty based payment structure. It's the details of the deal that matter, i.e. what is the upfront payment and what is the royalty %.

    With approval, and having the only ultra-rapid acting insulin, does anyone believe they will not get a sweetheart deal? $1B in cash plus 50% royalty is likely deal IMHO.

    Novo Nordisk is a $100B company. MNKD could get their having the best insulin on the market. Don't forget they still have a couple other drugs in the pipeline.

    If you want my complete analysis (which I did 6 months ago) check it out here.

    This will be a very interesting next few years.

    Disclosure: The author is long MNKD.

    Stocks: MNKD
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  • retpdguy
    , contributor
    Comments (206) | Send Message
    Too bad this is a blog.
    Anybody that's shorting and reads your article from 6 months ago needs a checkup from the neckup. By the way, I thought today's dip in price was a buying opportunity and picked up more.
    12 Jun 2014, 05:25 PM Reply Like
  • Maredin Capital Advisors
    , contributor
    Comments (111) | Send Message
    Author’s reply » Thanks. I will look to do more shortly.
    13 Jun 2014, 12:09 PM Reply Like
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