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Post by compound26 on Sept 4, 2018 15:29:53 GMT -5
CC I have to agree with you. The last four or five months I have been laying low because it’s upsetting to see the share price. Perhaps we will gain some momentum. This is a good deal for United therapeutics as their current device is so big and bulky that using a Technosphere type device opens a new market for them at a reduced cost of producing drug. Wider access to people who need this type of medication will be big for both companies. There are a lot of people with untreated COPD. The best part about it is that United Therapeutics can just swap Mannkind's drug for theirs when they start selling it. They already have the customer base and I'm sure 100% of the current patients would switch to the new device. You have guaranteed customers from the beginning (without competing for them), instead of trying to drum up all new business. Then you add on the new patients that didn't take it because of the bulkiness. For UTC it's a no brainer: cheaper production of device, more patients. Great observation! This means the low double digits royalty income will start kicking in shortly after the drug is on the market. That will be great.
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Post by cretin11 on Sept 4, 2018 15:31:20 GMT -5
Agree beardowg, really good point. Does anybody here know how we might begin to estimate those sales amounts, based on the current figures?
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Post by buyitonsale on Sept 4, 2018 15:31:27 GMT -5
I loved Mike's tone during cc and signaling toward more upcoming announcements!
I believe he will position the company for cash flow break even within 18 months!
Go MNKD!
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Post by theshiv on Sept 4, 2018 15:32:42 GMT -5
Well said and very interesting. I knew that at some point a major player in the industry would recognize the MNKD technology and its potential and enter into an agreement as seen today. We know what we have and it was a matter of time for someone savvy enough to see it too. Today was a very good day!
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Post by beardawg on Sept 4, 2018 15:47:03 GMT -5
The best part about it is that United Therapeutics can just swap Mannkind's drug for theirs when they start selling it. They already have the customer base and I'm sure 100% of the current patients would switch to the new device. You have guaranteed customers from the beginning (without competing for them), instead of trying to drum up all new business. Then you add on the new patients that didn't take it because of the bulkiness. For UTHR it's a no brainer: cheaper production of device, more patients. Great observation! This means the low double digits royalty income will start kicking in shortly after the drug is on the market. That will be great. Thanks. So what does low double digits mean? Double digits is anywhere from 10 to 99. Low is likely between 10 and 30. Wouldn't they say "low teens" royalty if it was in the teens? Also, what's the timeline for starting to sell product?
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Post by compound26 on Sept 4, 2018 15:48:52 GMT -5
Great observation! This means the low double digits royalty income will start kicking in shortly after the drug is on the market. That will be great. Thanks. So what does low double digits mean? Double digits is anywhere from 10 to 99. Low is likely between 10 and 30. Wouldn't they say "low teens" royalty if it was in the teens? Also, what's the timeline for starting to sell product? Your guess probably is better than mine on these points.
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Post by peppy on Sept 4, 2018 16:02:28 GMT -5
United Therapeutics’ CEO doesn’t seem to be the kind of person who would stab MannKind in the back. As you mentioned, her company has a COPD candidate in clinical testing. It seems that she could take full advantage of “Your Drug. Our Delivery.” - see MannKind Corporate website Partnering page. This is my favorite of the day. Imagine all the people.
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Post by lennymnkd on Sept 4, 2018 16:02:33 GMT -5
Is / will this be standard of care ?
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Post by wgreystone on Sept 4, 2018 16:04:38 GMT -5
We only upped 20 cents pre-reverse split. At what point will shorts start to get nervous?
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Post by celo on Sept 4, 2018 16:14:37 GMT -5
The best part about it is that United Therapeutics can just swap Mannkind's drug for theirs when they start selling it. They already have the customer base and I'm sure 100% of the current patients would switch to the new device. You have guaranteed customers from the beginning (without competing for them), instead of trying to drum up all new business. Then you add on the new patients that didn't take it because of the bulkiness. For UTC it's a no brainer: cheaper production of device, more patients. Great observation! This means the low double digits royalty income will start kicking in shortly after the drug is on the market. That will be great. Tyvaso, United's inhalable PAH medication sees about 105 million a quarter in revenue: ir.unither.com/news-releases/news-release-details/united-therapeutics-corporation-reports-second-quarter-2018So, somewhere in the 50 to 75 million annually revenue for Mannkind. That's based on 400 million annual revenue to United if there was a full switch to the new medication and at 12 to 18% range rate for what Mannkind would receive. It would make breaking even a hell of a lot easier. Currently, Mannkind goes through 100 million annually and that would probably more than cut their annual losses in half.
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yogi
Newbie
Posts: 1
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Post by yogi on Sept 4, 2018 17:35:34 GMT -5
I"m having a fantastic day! I have been an investor and believer since FDA approval and have never sold a share. This has always been a 10 year investment for me and it is looking like it will finally blossom. We just needed some good news and momentum to take off. Good luck to all and don't sell till $60!
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Post by mytakeonit on Sept 4, 2018 17:36:55 GMT -5
peppy - We don't have to imagine ... we are living it. Rocket hasn't launched yet ... we are still on the pad doing our initial burn. The short burn ...
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Post by nylefty on Sept 4, 2018 17:49:01 GMT -5
Don't celebrate yet! okay.. shit, i guess you have to celebrate today haha. But I'm worried about the call after the close today. MNKD does not have a reputation for helping PPS in their calls. I'm so happy you were so wrong.
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Post by hellodolly on Sept 4, 2018 21:16:25 GMT -5
Don't celebrate yet! okay.. shit, i guess you have to celebrate today haha. But I'm worried about the call after the close today. MNKD does not have a reputation for helping PPS in their calls. I'm so happy you were so wrong. Brutal...lol.
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Post by LongMNKD on Sept 5, 2018 7:34:25 GMT -5
I sold most of my shares before the close yesterday. But I want to congratulate everyone on here. I know allot of you have been in the hole, and accumulating shares on the way down. I Hope this lets most of you break even or become profitable!!
Can you blame me given mnkd's past!? LOL.
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