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Post by mnholdem on Jun 12, 2018 7:31:36 GMT -5
CEO Michael Castagna recently spoke about how TreT has medical properties which can position MannKind to take a significant percentage of the PAH treatment market. If you are a MNKD shareholder, you may be interested in the current Medicare pricing for the current PAH Standard of Care (Tyvaso). Even though this report is from Nov-2016, you can bet that PAH drug prices (like most drugs) are not getting cheaper:
5 Most Expensive Medicare Drugs -- and Which Companies Are Getting Rich from Them
Excerpt:
3. Tyvaso
Another pulmonary arterial hypertension treatment, Tyvaso, came in right behind Remodulin on Medicare's list of costly drugs. Medicare spent $107,489 per patient for Tyvaso in 2015.
Like Remodulin, Tyvaso is sold by United Therapeutics. Tyvaso, an inhaled solution for PAH, received U.S. regulatory approval in 2009. United Therapeutics made $470.1 million in net sales for the drug last year -- roughly 32% of the company's total revenue.
Source: www.fool.com/investing/2016/11/20/5-most-expensive-medicare-drugs-and-which-companie.aspx
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Post by #NoMoreNeedles on Jun 12, 2018 8:25:31 GMT -5
Goal: 45% of $6B market
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Post by boca1girl on Jun 12, 2018 13:27:59 GMT -5
I would rather we be aggressive on price and get 90% of a $3B market. Why should it cost Medicare $100k/yr to treat a patient with PAH? We all pay for the high cost of coverage.
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Post by peppy on Jun 12, 2018 14:24:21 GMT -5
I would rather we be aggressive on price and get 90% of a $3B market. Why should it cost Medicare $100k/yr to treat a patient with PAH? We all pay for the high cost of coverage. PAH is difficult to treat. even more difficult to live. The Therapy if I can find it is constant IV Therapy. Here is one oral therapy. Notice more deaths with this therapy than placebo. UPTRAVI® (selexipag)—The Only Oral PAH Therapy Targeting the Prostacyclin Pathway Proven to Delay Disease Progression1   www.unitedpahsupport.com/pah-treatment-options/treprostinil/?gclid=Cj0KCQjw3v3YBRCOARIsAPkLbK6MYEF1VPf-JV1FSORfG44C4kuPH0jvE1inKgijz3e4U2q1a4bLC_UaAl24EALw_wcBIn light of treatment advances in PAH and in the absence of a contemporary USA-based registry, the current authors initiated a registry to include all patients with pulmonary hypertension referred to a large USA-based tertiary referral practice. The aim of the present study was to define the clinical characteristics and prognosis of patients with WHO Group I PAH in the registry, and to compare groups by aetiology and treatment era. pdfs.semanticscholar.org/c200/41fed1e646b356e4ed93844181000f8b2c6e.pdfPAH-specific medications (prostacyclins, endothelin antagonists, phosphodiesterase inhibitors, warfarin and calcium channel blockers (CCBs)); |
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Post by tomtabb on Jun 12, 2018 23:14:37 GMT -5
I would rather we be aggressive on price and get 90% of a $3B market. Why should it cost Medicare $100k/yr to treat a patient with PAH? We all pay for the high cost of coverage. Does Mannkind have to buy its treprostinil from United Therapeutics? |
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Post by boca1girl on Jun 13, 2018 6:51:53 GMT -5
I would rather we be aggressive on price and get 90% of a $3B market. Why should it cost Medicare $100k/yr to treat a patient with PAH? We all pay for the high cost of coverage. Does Mannkind have to buy its treprostinil from United Therapeutics? According to PubChem, there are 17 vendors. pubchem.ncbi.nlm.nih.gov/compound/Treprostinil |
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Post by uvula on Jun 13, 2018 7:43:07 GMT -5
Wouldn't be surprised if a treprostinil vendor wanted to team up with mnkd. Show me the $.
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Post by tomtabb on Jun 13, 2018 9:06:19 GMT -5
Thanks, but it identifies them as chemical vendors. Can a chemical vendor sell a pharmaceutical grade product? |
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Post by boca1girl on Jun 13, 2018 9:10:11 GMT -5
Thanks, but it identifies them as chemical vendors. Can a chemical vendor sell a pharmaceutical grade product? I ASSUME that since PubChem identifies them as vendors for Treprostinil, yes. |
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Deleted Member
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Post by Deleted on Jun 13, 2018 9:16:30 GMT -5
Thanks, but it identifies them as chemical vendors. Can a chemical vendor sell a pharmaceutical grade product? I ASSUME that since PubChem identifies them as vendors for Treprostinil, yes. API is a chemical so per boca1girl... Since MNKD is using the same API, this entire opportunity has been significantly de-risked, no? Efficacy established with the current trial, some other safety to determine if Trep on Technosphere is safe? Since Trep has been around a long time, safety risk also much less, correct? If yes to all, partner could surface much sooner that if this was new API, etc. Realistic that a partner or licensee shows up in 2018? |
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Post by mnholdem on Jun 13, 2018 11:38:20 GMT -5
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Post by tomtabb on Jun 13, 2018 14:58:20 GMT -5
Well, I noticed from your link that tyvaso was the only drug prescribed for medicaid: www.pharmacompass.com/prescriptions/treprostinil What I was wondering is whether if they bought it from someone other than United Therapeutics, might it be considered a generic version of tyvaso since it is inhaled? |
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Post by mnholdem on Jun 14, 2018 6:40:32 GMT -5
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Post by dh4mizzou on Jun 14, 2018 9:24:22 GMT -5
Oh PLEASE let MNKD take MAJOR market share away from Sanofi on this !!!
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Post by cretin11 on Jun 14, 2018 9:36:11 GMT -5
This Phase 1 completion seems like such big news, such a positive development and opportunity, I'm puzzled why the market hasn't responded with a bump in share price. Any comments from Nate yet on this? I'm assuming he will say it's just more evidence of the mis-pricing of MNKD shares. If so, I think it's a good argument.
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