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Post by itellthefuture777 on Jan 7, 2019 19:49:22 GMT -5
Analysts Set United Therapeutics Co. (UTHR) Target Price at $135.00
Monday, January 7th, 2019
That is $27 above their current price..what changed? Hmm
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Post by uvula on Jan 7, 2019 20:14:58 GMT -5
"Technosphere is being developed to replace the Tyvaso Nebulizer"
I didn't watch the call. If the above quote is accurate this is huge.
Right after the mnkd deal, UTHR said that they are offering several solutions to give patients a choice. If I recall correctly there was no mention of 1 solution obsoleting another solution. We of course suspected that the mnkd approach was superior.
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Post by bradmel on Jan 7, 2019 20:57:29 GMT -5
Above quote is accurate Martine Rothblatte "The Treprostinil Technospere is being developed to replace the Tyvaso Nebulizer and can be used for COPD Patients, Interstitial Lung Disease Patients and even the Beat Patients......so we feel with the five different products in clinical trials we believe the current 400 Million in yearly revenue will grow to a billion dollars and more"
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Post by mango on Jan 7, 2019 21:05:30 GMT -5
Martine Rothblatt is awesome, great presentation
Paraphrasing...
"We're pretty confident that the 400M dollars a year we're doing with Tyvaso will grow to a 1B dollars a year or more"
Technosphere Treprostinil will replace Tyvaso and will be able to be used in combination with Tysuberprost, and will become the only FDA approved treatment for people with PH w/ ILD and PH w/ COPD.
Also, Samumed's small molecule for IPF is specifically designed for inhalation. Rothblatt didn't say what inhalation delivery system they were planning to use, but common sense points at MannKind.
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Post by brotherm1 on Jan 7, 2019 21:18:35 GMT -5
Exciting for sure. Just wondering where ARNAβs ralinepag that UTHR paid 800M for will fit in. Will United pay the extra contracted amount (was it 250M?) to make it inhalable?
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Post by ryster505 on Jan 7, 2019 21:19:01 GMT -5
So I guess the need for a spirometry lung function test will not be needed for each and every new script for trep-t? If not, please go ahead and make obsolete for Afrezza as well. Really quite rediculois in the first place.
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Post by itellthefuture777 on Jan 7, 2019 22:01:02 GMT -5
Why are we under $50 a share right now is beyond me..funded company..FDA approved inhaled insulin..Receptor Life Cannabis partner..UTHR..deal..factory worth more than the market cap..patents worth 3 x that..then there is Technovax..and what happened with Torrey Pines..safe and affective Morphine cant overdose non attictive?...I just don't get it $1.20?..are analyst really this stupid? I guess they are..but..while it's this cheap..and they remain stupid..I might as well collect a few more shares..ha!
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Post by uvula on Jan 7, 2019 22:07:05 GMT -5
$9B market cap sounds high. Maybe $2B max.
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Post by itellthefuture777 on Jan 7, 2019 23:29:09 GMT -5
$9B market cap sounds high. Maybe $2B max. Actually..Al wouldn't sell for $500 a share..so I would again reitterate analyst are off my orders of magnitude imo..
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Post by awesomo on Jan 7, 2019 23:42:19 GMT -5
Why are we under $50 a share right now is beyond me..funded company..FDA approved inhaled insulin..Receptor Life Cannabis partner..UTHR..deal..factory worth more than the market cap..patents worth 3 x that..then there is Technovax..and what happened with Torrey Pines..safe and affective Morphine cant overdose non attictive?...I just don't get it $1.20?..are analyst really this stupid? I guess they are..but..while it's this cheap..and they remain stupid..I might as well collect a few more shares..ha! Easy, none of this has translated into enough revenue YET.
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Post by Deleted on Jan 7, 2019 23:45:11 GMT -5
$9B market cap sounds high. Maybe $2B max. Actually..Al wouldn't sell for $500 a share..so I would again reitterate analyst are off my orders of magnitude imo.. People laugh when I say I am not selling for less than $200 a share. But honestly we have just started, I believe we see a $40 market cap in thr future. Just need to survive until pediatric trials finish. Seeing this through to the end.
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Post by peppy on Jan 8, 2019 0:19:08 GMT -5
I would think this conference call would help MNKD demand. Thank you all for report. Above quote is accurate Martine Rothblatte "The Treprostinil Technospere is being developed to replace the Tyvaso Nebulizer and can be used for COPD Patients, Interstitial Lung Disease Patients and even the Beat Patients......so we feel with the five different products in clinical trials we believe the current 400 Million in yearly revenue will grow to a billion dollars and more" Bluhale.
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Post by itellthefuture777 on Jan 8, 2019 0:33:33 GMT -5
I would think this conference call would help MNKD demand. Thank you all for report. Above quote is accurate Martine Rothblatte "The Treprostinil Technospere is being developed to replace the Tyvaso Nebulizer and can be used for COPD Patients, Interstitial Lung Disease Patients and even the Beat Patients......so we feel with the five different products in clinical trials we believe the current 400 Million in yearly revenue will grow to a billion dollars and more" Bluhale. He might as well said...Technosphere is our choice to basically subplant our 2nd highest paying drug that we see making more than a billion a year as a Technosphere product..(just sayn)
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Post by mytakeonit on Jan 8, 2019 1:08:28 GMT -5
No people ... all the above is garbage ... don't listen to them. As for me, Yeah ... maybe I do need more shares. Maybe I will be able to dump my tent and build a house soon? Never know ... BUT, I do !!! But ... that's mytakeonit
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Post by veritasfiliatemporis on Jan 8, 2019 4:23:14 GMT -5
No people ... all the above is garbage ... don't listen to them. As for me, Yeah ... maybe I do need more shares. Maybe I will be able to dump my tent and build a house soon? Never know ... BUT, I do !!! But ... that's mytakeonit Keep the tent.. πππ For a while
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