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Post by mnholdem on Feb 27, 2019 18:43:42 GMT -5
The Leerink moderator seemed pumped and frequently interrupted Castagna to ask questions and emphasize certain points about Afrezza. For example, he asked Mike to address concerns about the potential for lung cancer. Castagna replied with lung safety data that was recently presented by David Kendall and published. He mentioned that one of the two lung cancer events from early clinical trials had been reclassified and I think he did a superb job of persuading listeners how safe Afrezza is has been demonstrated to be for a very long time. Perhaps it it was the moderator's job to create some hype to interest potential investors in attendance at his hosted event. Regardless, his excitement seemed to add to Castagna's presentation, IMO.  |
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Post by patten1962 on Feb 27, 2019 18:59:10 GMT -5
The Leerink moderator seemed pumped and frequently interrupted Castagna to ask questions and emphasize certain points about Afrezza. For example, he asked Mike to address concerns about the potential for lung cancer. Castagna replied with lung safety data that was recently presented by David Kendall and published. He mentioned that one of the two lung cancer events from early clinical trials had been reclassified and I think he did a superb job of persuading listeners how safe Afrezza is has been demonstrated to be for a very long time. Perhaps it it was the moderator's job to create some hype to interest potential investors in attendance at his hosted event. Regardless, his excitement seemed to add to Castagna's presentation, IMO. Can you help with a link. I would like to listen. |
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Post by boca1girl on Feb 27, 2019 19:01:27 GMT -5
The Leerink moderator seemed pumped and frequently interrupted Castagna to ask questions and emphasize certain points about Afrezza. For example, he asked Mike to address concerns about the potential for lung cancer. Castagna replied with lung safety data that was recently presented by David Kendall and published. He mentioned that one of the two lung cancer events from early clinical trials had been reclassified and I think he did a superb job of persuading listeners how safe Afrezza is has been demonstrated to be for a very long time. Perhaps it it was the moderator's job to create some hype to interest potential investors in attendance at his hosted event. Regardless, his excitement seemed to add to Castagna's presentation, IMO. Can you help with a link. I would like to listen. Did you check the MNKD Corp website for a link? It may be there. |
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Post by peppy on Feb 27, 2019 19:07:07 GMT -5
The Leerink moderator seemed pumped and frequently interrupted Castagna to ask questions and emphasize certain points about Afrezza. For example, he asked Mike to address concerns about the potential for lung cancer. Castagna replied with lung safety data that was recently presented by David Kendall and published. He mentioned that one of the two lung cancer events from early clinical trials had been reclassified and I think he did a superb job of persuading listeners how safe Afrezza is has been demonstrated to be for a very long time. Perhaps it it was the moderator's job to create some hype to interest potential investors in attendance at his hosted event. Regardless, his excitement seemed to add to Castagna's presentation, IMO. Can you help with a link. I would like to listen. |
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Post by mnholdem on Feb 27, 2019 19:08:52 GMT -5
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Post by patten1962 on Feb 27, 2019 19:54:44 GMT -5
Thank you. Mike was awesome!
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Post by boca1girl on Feb 27, 2019 20:22:25 GMT -5
At about 21:00, Mike said he is wearing a CGM and that his Starbucks coffee wasn’t good for him this morning.
Is he wearing a CGM as a test, like Apple CEO, Tim Cook, was reported to be wearing one (or testing iWatch CGM) a few months back?
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Post by ltta on Feb 27, 2019 20:46:02 GMT -5
At about 21:00, Mike said he is wearing a CGM and that his Starbucks coffee wasn’t good for him this morning. Is he wearing a CGM as a test, like Apple CEO, Tim Cook, was reported to be wearing one (or testing iWatch CGM) a few months back? I wish it was a visible call to see if he was wearing an Apple watch. |
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Post by itellthefuture777 on Feb 27, 2019 21:43:13 GMT -5
UTHR timeline for trep: Early 2019 a couple studies for safety. How long will those studies take? Anyone have a timeline for FDA approval? United is full steam ahead. Revenue stream from trep could be available as soon second half of 2020? If United switched over all their patients to trep from tyvaso then MNKD is good as gold. Half their annual expenses would be covered by royalties alone and they would be doing nothing. With the Technosphere platform, compared to the nebulizer and the hassle of using it, I think, without knowing the pulmonary hypertension space the # patients in the therapeutic class transitioning to Tyvaso would increase, ie marketshare would grow so maybe double digit royalty of the existing $405mm in revenue undershoots potential. I believe the previous UTH. All they were projecting over $1billion a year potentical with this item using Technosphere..so yeah..it isn't factored in at all yet to the stock price...for that matter neigther is Afrezza..yet..imo..or..the rest of the pipe...I imagine the daily news will be, "Why Mannkind rocketed up today" next day, "Why Mannkind rocketed up today" next day, "Why Mannkind rocketed up today" next day, "Why I can't report on Mannkind no more...I am now a long!" |
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Post by sportsrancho on Feb 28, 2019 7:06:15 GMT -5
seekingalpha.com/article/4245068MannKind (MNKD) investors got a little bit of insight regarding its PAH drug candidate TrepT (Dryvaso) from United Therapeutics (UTHR) on its Q4 conference call held Wednesday morning. The most important nuggets of information from United Therapeutics which relate to MannKind can be found in the 10K. Given the success that Liquidia is seeing with its FDA process, there is almost zero reason to anticipate that Dryvaso will fail. That is a big positive. I anticipate a $12.5-million milestone payment in the first half of this year, with a second payment in the first half of 2020. As 2019 continues on, I would highly recommend that MannKind investors pay close attention to the progress on both Dryvaso and Ralinepag. By understanding the progress of both, an investor can assess the window of exclusivity of Dryvaso as a treatment within the United Therapeutics pipeline.
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Post by Clement on Feb 28, 2019 8:40:52 GMT -5
seekingalpha.com/article/4245068MannKind (MNKD) investors got a little bit of insight regarding its PAH drug candidate TrepT (Dryvaso) from United Therapeutics (UTHR) on its Q4 conference call held Wednesday morning. The most important nuggets of information from United Therapeutics which relate to MannKind can be found in the 10K. Given the success that Liquidia is seeing with its FDA process, there is almost zero reason to anticipate that Dryvaso will fail. That is a big positive. I anticipate a $12.5-million milestone payment in the first half of this year, with a second payment in the first half of 2020. As 2019 continues on, I would highly recommend that MannKind investors pay close attention to the progress on both Dryvaso and Ralinepag. By understanding the progress of both, an investor can assess the window of exclusivity of Dryvaso as a treatment within the United Therapeutics pipeline. Wow, thanks, Sports!. That article was released this morning. By SO, but I thought it was fact-based and positive. I personally think the phase 2 ralinepag data indicate that oral delivery does not produce consistent results. (See a previous post on this board: ralinepag phase 2 post hoc analysis). A better delivery system (maybe Technosphere) would make ralinepag even better than the amazing drug it already is. |
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Post by boca1girl on Feb 28, 2019 9:15:07 GMT -5
At about 21:00, Mike said he is wearing a CGM and that his Starbucks coffee wasn’t good for him this morning. Is he wearing a CGM as a test, like Apple CEO, Tim Cook, was reported to be wearing one (or testing iWatch CGM) a few months back? I wish it was a visible call to see if he was wearing an Apple watch. He said something like “you don’t see the cgm on my arm” so I don’t think he was referring to a watch. |
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Post by Deleted on Feb 28, 2019 10:03:46 GMT -5
With the Technosphere platform, compared to the nebulizer and the hassle of using it, I think, without knowing the pulmonary hypertension space the # patients in the therapeutic class transitioning to Tyvaso would increase, ie marketshare would grow so maybe double digit royalty of the existing $405mm in revenue undershoots potential. I believe the previous UTH. All they were projecting over $1billion a year potentical with this item using Technosphere..so yeah..it isn't factored in at all yet to the stock price...for that matter neigther is Afrezza..yet..imo..or..the rest of the pipe...I imagine the daily news will be, "Why Mannkind rocketed up today" next day, "Why Mannkind rocketed up today" next day, "Why Mannkind rocketed up today" next day, "Why I can't report on Mannkind no more...I am now a long!" The inhaler / nebulizer UTH patients use now is this big bulky thing. Have to clean it, can't use tap water, just a royal pain in the ass and its something like 8-12 inhalations a day. When you compare that to the Technosphere platform, patient compliance will go through the roof. Think fee for outcome vs fee for service because its coming. Big Pharma is fought the pricing issue for years and fended off DC. Thats going to change and big Pharma will hitch their wagon to fee for outcomes because then they can juice the margins again. Also, if one product blows everything else away in terms of fee for outcomes, do I as patient Doe really need a PBM to handle all that, not really. Amazon will increase the number of Whole Foods stores which makes for nice potential patient reach. They can have a pharmacy program (no need for actual pharmacy in each store, just a kiosk that allows for private conversations with a remote pharmacist). A robot, drone, Amazon next day delivery will drop off the Rx to your home. Anyone see the automated delivery car Kroger is testing. All this stuff reduces the need for brick and mortar, does not eliminate it but don't need 8,000 pharmacies, staff and inventory. AI changes a lot of things. |
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Post by harryx1 on Feb 28, 2019 11:33:19 GMT -5
Here's a slide I added to the presentation a little while back with info from their 10K 
Slides |
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Post by lennymnkd on Feb 28, 2019 11:45:02 GMT -5
Would mike go as far as to have the CGM implanted .. hmmm dedicated 😀👍
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