|
Post by thekindaguyiyam on Oct 31, 2018 15:44:05 GMT -5
The transcript from the call is up on Seeking Alpha. I am probably a bit slow, but I hadn't realize that the device used was bluetooth linked. It sounds like they will be using a variant of Bluehale. I would love to know if the same device will be used for Afrezza once it is approved for UTHR. That could then link into the coaching platforms (One Drop, Onduo, etc.) "So I do believe that that offers very positively for Tyvaso. Another amazing product that is going to cause many more patients to come on to Tyvaso, is the MannKind product, what we call the MannKind Technosphere. And this is an amazing device. Many of you in the pharma space, I'm sure have seen their products used in the inhaled diabetes area. It's really just palmable.It's the size of the smallest vaping device that you would tend to see. Maybe not the smallest because I know some of these high school kids got -- got things that the teachers can't see, but a step up from -- from the smallest, definitely palmable, and it's so cool to watch it because it integrates with your smartphone via Bluetooth and there's actually like -- as you -- as you turn the MannKind device to the left or to the right, you actually see a cartoon of it on your smartphone and the cartoon turns the same way that it turns just like a picture on the smartphone will go to portrait or landscape and when it's in the right orientation, you get a green check, if wrong orientation, you get like a red X, and then you can even get like a curve. So that if you breath along the curve, you see that your breathing is just right. I mean, this is game-busters for compliance and for accurate deposition of Tyvaso for patient satisfaction. And the team at MannKind is one of the absolute best groups of people that we've ever had the honor to work with. They are now fully integrated into our clinical drug development group over in Research Triangle Park and I'm confident that once the MannKind device is approved that will offer yet additional thousands of patients on Tyvaso whichever -- I don't know if they will be called Tyvaso or something else, but inhaled treprostinil is what we call Tyvaso. Another very exciting development in the area of Tyvaso is our PR end program with the European company MedSpray and these guys are the leaders in a field of nano -- Nanosphere-based liquid powder deposition and -- with a device that requires no battery or electronic operation at all, we're able to have a deposition of this liquid powder that matches that that you get this Tyvaso. So this study is entering Phase 1. Actually, I believe the first patients are being randomized into Phase 1 in this quarter and then we will have the commercial -- final commercial product form delivered to us around the third quarter of next year and then move right into a kind of a rapid Phase II, Phase III study at the -- at the end of ( 2019 ) and then into 2019 and into 2020. So very rapid advance in simultaneous dry powder with MannKind, liquid with MedSpray and the PRN showing that you throw esuberaprost on top of that, it all works longer and better. And anyway you add up one, two and three, to me it's like 6,000 more patients. I don't know, don't get hung up on the number six, could be much larger. So I think Tyvaso is another huge grower of United Therapeutics patients on treprostinil.
|
|
|
Post by letitride on Oct 31, 2018 16:04:17 GMT -5
UTHR down 7.77% who could know that..cowinkadink.. If I had to guess..they sell some of that..buy some of this.. Not that Im selling any of this; but I am buying some of that.
|
|
|
Post by thekindaguyiyam on Oct 31, 2018 16:58:50 GMT -5
Some of the analysts are being reintroduced to MNKD via United Therapies
|
|
|
Post by sayhey24 on Oct 31, 2018 19:03:57 GMT -5
Oh no Mr Bill! UTHR got the MNKD jinx through association. Closes down almost 10% on great news. Yahoo shows a PE of 6.84 What am I missing?
|
|
|
Post by sportsrancho on Oct 31, 2018 19:34:33 GMT -5
|
|
|
Post by agedhippie on Oct 31, 2018 21:30:11 GMT -5
Oh no Mr Bill! UTHR got the MNKD jinx through association. Closes down almost 10% on great news. Yahoo shows a PE of 6.84 What am I missing? Their YoY revenue dropped and that was in no small part because Remodulin, their top seller, lost revenue. Combined with Sandoz having a generic version of Remodulin ready to launch and the market balked. The assumption is that revenue will continue to decline so they are being penalized until their revenue starts growing.
|
|
|
Post by patten1962 on Nov 1, 2018 1:40:39 GMT -5
If I had to guess..they sell some of that..buy some of this.. Not that Im selling any of this; but I am buying some of that. Bought some around 3:30p, down $12 I just had to!
|
|
|
Post by tomtabb on Nov 1, 2018 18:07:03 GMT -5
Was there any mention of when UTHR plans to move forward with development in terms of phase 3 trials?
Also, I don't like this:
"And when it's in the right orientation you get a green check, if wrong orientation you get like a red X and then you can even get like a curve, so that if you breathe along the curve you see that you're breathing just right."
Is that going to be required with every inhaler? So a patient will need a blue tooth enabled phone handy every time they need to dose themselves in order to make sure they get the right dose?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 1, 2018 18:32:02 GMT -5
Was there any mention of when UTHR plans to move forward with development in terms of phase 3 trials? Also, I don't like this: "And when it's in the right orientation you get a green check, if wrong orientation you get like a red X and then you can even get like a curve, so that if you breathe along the curve you see that you're breathing just right." Is that going to be required with every inhaler? So a patient will need a blue tooth enabled phone handy every time they need to dose themselves in order to make sure they get the right dose? No offense but, who DOESNT have a blue tooth enabled phone?
|
|
|
Post by goyocafe on Nov 1, 2018 18:35:59 GMT -5
Was there any mention of when UTHR plans to move forward with development in terms of phase 3 trials? Also, I don't like this: "And when it's in the right orientation you get a green check, if wrong orientation you get like a red X and then you can even get like a curve, so that if you breathe along the curve you see that you're breathing just right." Is that going to be required with every inhaler? So a patient will need a blue tooth enabled phone handy every time they need to dose themselves in order to make sure they get the right dose? Nothing would require a phone in order to dose. The patient would simply not receive the benefit of the feedback.
|
|
|
Post by xanet on Nov 1, 2018 18:38:00 GMT -5
Was there any mention of when UTHR plans to move forward with development in terms of phase 3 trials? Also, I don't like this: "And when it's in the right orientation you get a green check, if wrong orientation you get like a red X and then you can even get like a curve, so that if you breathe along the curve you see that you're breathing just right." Is that going to be required with every inhaler? So a patient will need a blue tooth enabled phone handy every time they need to dose themselves in order to make sure they get the right dose? Nothing would require a phone in order to dose. The patient would simply not receive the benefit of the feedback. Right! It's helpful initially so you know you are doing it right.
|
|
|
Post by mango on Nov 1, 2018 20:23:25 GMT -5
Nothing would require a phone in order to dose. The patient would simply not receive the benefit of the feedback. Right! It's helpful initially so you know you are doing it right. I thought that feature was really cool! It's not like it's something to stress out over tomtabb , it's just a feedback loop that's there for the patient if needed.
|
|
|
Post by peppy on Nov 1, 2018 20:27:46 GMT -5
Right! It's helpful initially so you know you are doing it right. I thought that feature was really cool! It's not like it's something to stress out over tomtabb , it's just a feedback loop that's there for the patient if needed.
|
|
|
Post by mytakeonit on Nov 1, 2018 20:39:52 GMT -5
georgethenite - said "No offense but, who DOESNT have a blue tooth enabled phone?
As far I know, only 2 people are still using a flip phone. Warren Buffet has a black one ... and I have a white one.
|
|
|
Post by mytakeonit on Nov 1, 2018 21:03:57 GMT -5
Breaking News: I just checked my tent's closet and found another used white flip phone with 3 new batteries !!! Also found 2 new slide phones, a updated "old" version of the flip phone with bluetooth capabilities. Also a new Motorola phone in an unopened box !!! Wow, antique phone collectors ... HERE I AM !!!
|
|