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Post by uvula on Oct 31, 2018 8:23:42 GMT -5
MNKD was mentioned several times. MNKD is fully integrated into the UTHR drug delivery program. (not a direct quote)
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Post by mike0475 on Oct 31, 2018 8:25:48 GMT -5
MNKD was mentioned several times. MNKD is fully integrated into the UTHR drug delivery program. (not a direct quote) Fully integrated into UT research triaged Park is what I caught
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Post by uvula on Oct 31, 2018 8:36:02 GMT -5
The CEO seems confident that doctors won't switch patients from their drug to the new cheaper generic version. As all MNKD investors are aware, the insurance companies don't care about what the doctors want. If the generic is cheaper they might stop covering the UTHR drug. This could be good news for MNKD since our drug-device combo is new and not available as a generic.
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Post by jlaw277 on Oct 31, 2018 8:42:26 GMT -5
In response to a Goldman Sachs question with regard to expanding product line beyond PAH, Rothblatt said that they had just acquired the rights to a exciting new possible treatment for idiopathic pulmonary fibrosis. Could he mean TOBI or tobramycin? This could be a part of the MNKD deal that is not being discussed but could be the reason for the immediate funding of $10 million to MNKD for research. Rothblatt seemed fairly excited about the possibility and it was the first thing he mentioned in response to the question. Need to go back and review the recording when its available.
Edit: It looks like it probably is this from the 8K released today:
· In-licensed the U.S. and Canadian rights to Samumed LLC’s SM04646, a phase I development-stage oral Wnt pathway inhibitor, to treat idiopathic pulmonary fibrosis.
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Post by uvula on Oct 31, 2018 8:49:44 GMT -5
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Post by figglebird on Oct 31, 2018 9:01:17 GMT -5
So following this deal I actually emailed Mike with an expectation that he would not get back to me due to the topic I would bring up and I was correct - the Samused phase results and ensuing deal involved three players United Therapeutics Samusaid and United Therapeutics private subsidiary company lung biotech which not only got a write-up but of course provided inhaler and formulation - the fact that Samusaid was so highly valued and the timing of this transaction for these apis led me to ask Mike if we would be working with lung biotech directly or at all in our new Endeavor with United Therapeutics. On one hand this makes total sense based on certain things you've uncovered and the timing and perhaps the truth of best-in-class when it comes to technosphere however when running phase tests and results you don't typically as we have done in our past want to switch inhaler devices due to cost and exhaust. So I guess it remains a mystery hopefully Mike can elaborate on tomorrow as it would certainly be a pretty valuable API for technosphere to formulate with
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Post by figglebird on Oct 31, 2018 9:02:42 GMT -5
Sorry meant to quote the post above the one I did
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Post by Clement on Oct 31, 2018 9:06:22 GMT -5
In response to a Goldman Sachs question with regard to expanding product line beyond PAH, Rothblatt said that they had just acquired the rights to a exciting new possible treatment for idiopathic pulmonary fibrosis. Could he mean TOBI or tobramycin? This could be a part of the MNKD deal that is not being discussed but could be the reason for the immediate funding of $10 million to MNKD for research. Rothblatt seemed fairly excited about the possibility and it was the first thing he mentioned in response to the question. Need to go back and review the recording when its available. Edit: It looks like it probably is this from the 8K released today: · In-licensed the U.S. and Canadian rights to Samumed LLC’s SM04646, a phase I development-stage oral Wnt pathway inhibitor, to treat idiopathic pulmonary fibrosis. When I heard Rothblatt say that, I thought the same thing. Rothblatt seems to like to simultaneously explore different solutions to a disease problem. Maybe both?
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Post by jlaw277 on Oct 31, 2018 9:21:04 GMT -5
In response to a Goldman Sachs question with regard to expanding product line beyond PAH, Rothblatt said that they had just acquired the rights to a exciting new possible treatment for idiopathic pulmonary fibrosis. Could he mean TOBI or tobramycin? This could be a part of the MNKD deal that is not being discussed but could be the reason for the immediate funding of $10 million to MNKD for research. Rothblatt seemed fairly excited about the possibility and it was the first thing he mentioned in response to the question. Need to go back and review the recording when its available. Edit: It looks like it probably is this from the 8K released today: · In-licensed the U.S. and Canadian rights to Samumed LLC’s SM04646, a phase I development-stage oral Wnt pathway inhibitor, to treat idiopathic pulmonary fibrosis. When I heard Rothblatt say that, I thought the same thing. Rothblatt seems to like to simultaneously explore different solutions to a disease problem. Maybe both? I just re-listened to the question from Goldman (starts at roughly the 32:00 mark). Rothblatt said: "... during the past quarter, we acquired the exclusive rights to a very exciting product for idiopathic fibrosis which is not associated with PAH."
However, in that answer he also mentions the Samumed deal which would indicate that he was not talking about Samumed initially. So there is a possibility that he is initially talking about a MNKD approach towards IPF with a new version of tobramycin. Remember that tobramycin resides in Box 1 of Mike's pipeline matrix. The fact that Martine mentions this in response to what they are doing outside the scope of PAH correlates well with the description of the $10 million funding in the 10Q: "We also entered into a research agreement for the conduct of research by MannKind for products outside the scope of the licensing and collaboration agreement. MannKind received an initial payment of $10.0 million in consideration for its performance under the research agreement. The $10.0 million payment is included within research and development costs on our consolidated statements of operations for the three and nine months ended September 30, 2018."
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Post by tw12 on Oct 31, 2018 9:29:31 GMT -5
Check out what Martine says about MannKind's product and team, beginning at 16:58... Here are a few quotes:
"Another amazing product is the MannKind technosphere..."
"It's so cool to watch it. It integrates with your smartphone via bluetooth and as you turn the device to the left or the right you actually see a cartoon of it on your smartphone..."
"...this is gangbusters for compliance and for accurate deposition of Tyvaso..."
"...the team at MannKind is one of the absolute best group of people we've ever had the honor of working with. They are now fully integrated into our clinical drug development group at Research Triangle Park...."
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Post by mike0475 on Oct 31, 2018 9:39:01 GMT -5
Check out what Martine says about MannKind's product and team, beginning at 16:58... Here are a few quotes: "Another amazing product is the MannKind technosphere..." "It's so cool to watch it. It integrates with your smartphone via bluetooth and as you turn the device to the left or the right you actually see a cartoon of it on your smartphone..." "...this is gangbusters for compliance and for accurate deposition of Tyvaso..." "...the team at MannKind is one of the absolute best group of people we've ever had the honor of working with. They are now fully integrated into our clinical drug development group at Research Triangle Park...." So we have a second molecule in motion possibly w UT?
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Post by lakers on Oct 31, 2018 10:42:06 GMT -5
When I heard Rothblatt say that, I thought the same thing. Rothblatt seems to like to simultaneously explore different solutions to a disease problem. Maybe both? I just re-listened to the question from Goldman (starts at roughly the 32:00 mark). Rothblatt said: "... during the past quarter, we acquired the exclusive rights to a very exciting product for idiopathic fibrosis which is not associated with PAH."
However, in that answer he also mentions the Samumed deal which would indicate that he was not talking about Samumed initially. So there is a possibility that he is initially talking about a MNKD approach towards IPF with a new version of tobramycin. Remember that tobramycin resides in Box 1 of Mike's pipeline matrix. The fact that Martine mentions this in response to what they are doing outside the scope of PAH correlates well with the description of the $10 million funding in the 10Q: "We also entered into a research agreement for the conduct of research by MannKind for products outside the scope of the licensing and collaboration agreement. MannKind received an initial payment of $10.0 million in consideration for its performance under the research agreement. The $10.0 million payment is included within research and development costs on our consolidated statements of operations for the three and nine months ended September 30, 2018."Q - Unidentified Analyst Is there any preferences with regard to collaboration vis-à-vis additional products as you get rather in license and partner with for specific areas you are focusing. Michael Castagna Yes, there's two areas in particular. So one is lung diseases I’ll say cystic fibrosis, idiopathic pulmonary fibrosis are two ideal ones I look at. In particular if you look at Tobramycin, there is [indiscernible] from Novartis. We think that's a great opportunity in that market to deliver something more effective to the lungs. www.google.com/amp/s/seekingalpha.com/amp/article/4209479-mannkind-corporation-mnkd-ceo-michael-castagna-cantor-fitzgerald-global-healthcare-conference
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Post by uvula on Oct 31, 2018 10:51:34 GMT -5
The last post is confusing. Mike C did not speak today. He spoke at a previous event.
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Post by mike0475 on Oct 31, 2018 10:52:47 GMT -5
Lakers is saying UT/Martine and Mike C stated the same potential next pipeline ideas
Good catch lakers
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Post by rockstarrick on Oct 31, 2018 11:00:26 GMT -5
The last post is confusing. Mike C did not speak today. He spoke at a previous event. You need to understand that some of have been here long enough to accurately predict what may be said at sometime in the future.
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