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Post by joeypotsandpans on Sept 4, 2018 6:57:09 GMT -5
Over the last 3 years I have accumulated a lot of shares and calls. I am so happy today. Does anyone have an educated and reasonable guess on what this news will do to the stock price? Thank you! This is most likely the first of a series of dominoes to fall, so you should have many more "happy" days ahead Richie Cunningham   |
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Post by rockstarrick on Sept 4, 2018 6:57:40 GMT -5
The Sanofi deal was bigger than this and that had us up to $10-11. But now we have roughly 70% fewer shares, anyone care to take a guess? $8-9 short term... maybe... with some decent follow up info from the upcoming conference calls. Sanofi was bigger due to fda approval. The part I like best is the opportunity to replay p3 trial outcomes, any achom news, and fda approval of Inhaled TrepT. Been here done this,,, right ? 😎 |
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Post by kite on Sept 4, 2018 6:59:45 GMT -5
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Post by pat on Sept 4, 2018 7:01:37 GMT -5
I also think this is probably the first step in the recapitalization effort.
More to follow
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Post by rockstarrick on Sept 4, 2018 7:04:56 GMT -5
I also think this is probably the first step in the recapitalization effort. More to follow Yeah, drop the EPI pr Mike !! Blow it out of the water 💦 |
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Post by mnholdem on Sept 4, 2018 7:06:49 GMT -5
The Sanofi deal was bigger than this and that had us up to $10-11. But now we have roughly 70% fewer shares, anyone care to take a guess? $8-9 short term... maybe... with some decent follow up info from the upcoming conference calls. Sanofi was bigger due to fda approval. The part I like best is the opportunity to replay p3 trial outcomes, any achom news, and fda approval of Inhaled TrepT. Been here done this,,, right ? 😎 Perhaps what you say is true, rockstarrick, but this new Agreement validates Technosphere technology and gives UTC the right to develop additional API at $10 million upfront plus double-digit royalties for each API. Long-term investors, like you, know that TS-API possibilities are endless.
What if UTC decides to develop a TS-API for migraines? The market would eclipse insulin.
This Agreement is exciting news and, as another PB member pointed out to me earlier this morning, it's very good news that the collaboration to develop additional TS-APIs is with a big pharmaceutical company rather than a venture capitalist.
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Post by kite on Sept 4, 2018 7:06:58 GMT -5
I also think this is probably the first step in the recapitalization effort. More to follow Yeah, drop the EPI pr Mike !! Blow it out of the water 💦 And while they're at it, let's snag another country! |
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Post by mnholdem on Sept 4, 2018 7:08:48 GMT -5
I was chatting with someone this morning about what the added impact of a China announcement could do to share price.  |
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Post by sayhey24 on Sept 4, 2018 7:12:49 GMT -5
The Sanofi deal was bigger than this and that had us up to $10-11. But now we have roughly 70% fewer shares, anyone care to take a guess? $8-9 short term... maybe... with some decent follow up info from the upcoming conference calls. The thing about this deal in addition to keeping the "Open for Business" sign on the door is now, MNKD is no longer a one trick pony and gives them significant opportunity to raise the needed cash to allow Dr. Kendall time to get the Standards of Care updated.
I hated the SNY deal and love this one. This is the best news I have seen with MNKD since June 27 2014!
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Post by hellodolly on Sept 4, 2018 7:23:57 GMT -5
I love the sound of $95 Million dollars - Nine figure deal in the headlines. That is an eye catcher! www.bizjournals.com/washington/news/2018/09/04/united-therapeutics-strikes-nine-figure-deal-to.html?ana=yahoo&yptr=yahooSilver Spring-based United Therapeutics Corp. announced Tuesday that it will pay a California company $95 million to partner in the development, manufacture and commercialization of a new treatment for pulmonary arterial hypertension. Under the deal with MannKind Corp. (NASDAQ: MNKD), United Therapeutics (NASDAQ: UTHR) will be responsible for global development, regulatory and commercial activities for the dry power formulation and inhalation delivery of treprostinil, the active ingredient in United Therapeutics' flagship product Remodulin. The system is currently in the clinical trials stage. Westlake Village, California-based MannKind will manufacture clinical supplies and initial commercial supplies out of its Danbury, Connecticut plant, while United Therapeutics will manufacture long-term commercial supplies of the product. The deal provides for a $45 million upfront payment to Mannkind and potential payments of another $50 million, dependent on certain development targets. Mannkind will also be eligible for “low double-digit royalties” on net sales of the product, per a release. United Therapeutics has a long history with treprostinil and MannKind. Exactly 21 years ago, UT CEO Martine Rothblatt said in a statement, the Maryland company combined one of its creations with a parenteral infusion pump called MiniMed 407c, invented by Alfred Mann, to create Remodulin. Rothblatt said the new inhalation devices will be "revolutionary." In late July, United Therapeutics received Federal Drug Administration approval for an implantable pump for Remodulin. The drug, perhaps soon-to-be-available as a generic, generated sales of $286.3 million in the first six months of the year for United Therapeutics. The deal extends beyond treprostinil. MannKind granted United Therapeutics an option to expand the license to include other active ingredients for the treatment of pulmonary hypertension — subject to an additional $40 million payment per license. And the California company will get another $10 million immediately to conduct research “on behalf of United Therapeutics for products outside the scope of the licensing and collaboration agreement.” |
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Post by mango on Sept 4, 2018 7:31:38 GMT -5
Amazing. Perfect partner I would say. ”On the very same day 21 years ago, we enabled the development of treprostinil into a practical treatment thanks to an invention of the late Al Mann – the discrete, ambulatory, programmable, parenteral infusion pump called the MiniMed 407c,” said Martine Rothblatt, Ph.D., Chairman and Chief Executive Officer of United Therapeutics. “By marrying our molecule and MiniMed’s device, Remodulin® was born. As we now move into the second generation of United Therapeutics products, we are proud to once again team with Al Mann’s brilliance, this time with his Dreamboat®, Bluhale® and Cricket® devices for inhalation. I believe these revolutionary new inhalation devices will accomplish for Tyvaso® what our recently-approved Implantable System for Remodulin, pending RemUnity™ system and recently-acquired Trevyent® product represent for Remodulin – a further step toward a next generation of treprostinil drug-device systems that enhance options for patients, their families and their prescribers.”  |
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Post by rockstarrick on Sept 4, 2018 7:32:43 GMT -5
Sanofi was bigger due to fda approval. The part I like best is the opportunity to replay p3 trial outcomes, any achom news, and fda approval of Inhaled TrepT. Been here done this,,, right ? 😎 Perhaps what you say is true, rockstarrick , but this new Agreement validates Technosphere technology and gives UTC the right to develop additional API at $10 million upfront plus double-digit royalties for each API. Long-term investors, like you, know that TS-API possibilities are endless.
What if UTC decides to develop a TS-API for migraines? The market would eclipse insulin.
This Agreement is exciting news and, as another PB member pointed out to me earlier this morning, it's very good news that the collaboration to develop additional TS-APIs is with a big pharmaceutical company rather than a venture capitalist.
Agree 100%, Claude Mann suffers from migraines. I hope this is the beginning of one of many new Drugs for mnkd and Technosphere. This is a well deserved slice of good news !! All the “professionals” have been here telling us we are doomed, and that dilution or bankruptcy is just around the corner. I wonder how much money these folks are dropping today. I know traderdennis was bearish and completely confident dilution was imminent,,,, I love seeing this !! it keeps those guys in check. 😎 |
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Post by veritasfiliatemporis on Sept 4, 2018 7:33:39 GMT -5
I'm SO'S cat, pls somebody call 911 he is not feeling good... I suppose
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Post by joeypotsandpans on Sept 4, 2018 7:39:00 GMT -5
I'm SO'S cat, pls somebody call 911 he is not feeling good... I suppose and help educate "the developer" on how to valuate commercial real estate....in fact, he states taking square footage and placing a value on that like you might with residential RE. Commercial properties are valued on net operating income, given that what do you think United Therapeutics would value the plant at today??? |
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Post by seanismorris on Sept 4, 2018 7:39:29 GMT -5
“In late July, United Therapeutics received Federal Drug Administration approval for an implantable pump for Remodulin. The drug, perhaps soon-to-be-available as a generic, generated sales of $286.3 million in the first six months of the year for United Therapeutics.”
So, they needed a new golden goose. As long as we both get to split the golden eggs...
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