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Post by Clement on May 1, 2024 7:15:45 GMT -5
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Post by harryx1 on May 1, 2024 8:45:42 GMT -5
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Post by celo on May 1, 2024 9:04:31 GMT -5
Nice quarterly report. Keep gaining market share. More happy patients. 228 million in tyvaso DPI sold representing 22.8 million for MNKD.
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Post by prcgorman2 on May 1, 2024 12:32:53 GMT -5
Nice quarterly report. Keep gaining market share. More happy patients. 228 million in tyvaso DPI sold representing 22.8 million for MNKD. If $22.8M represents 10% royalty then, $22.8M - $2.28M = $20.52M net for MannKind because 10% of the 10% (1%) of royalties now passes through to Sagard.
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Post by alethea on May 1, 2024 13:25:00 GMT -5
Nice quarterly report. Keep gaining market share. More happy patients. 228 million in tyvaso DPI sold representing 22.8 million for MNKD. If $22.8M represents 10% royalty then, $22.8M - $2.28M = $20.52M net for MannKind because 10% of the 10% (1%) of royalties now passes through to Sagard.
Yes true but I think 22.8M will still show as revenue on MKND's books. Previously the sale of the 10% was recorded as a Deferred Liability on the balance sheet. As the revenue is generated, it will reduce the liability on the balance sheet and be recorded as Current Revenue on MNKD's income statement. Think about it, MNKD will have more than 100M in royalties revenue in 2024 on DPI alone!As an aside, UTHR's call this morning reiterated its 1 Billion dollar stock buyback program. One Billion!
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Post by Clement on May 5, 2024 13:04:11 GMT -5
UTHR and inhaled treprostinil in Japan Mochida Pharmaceuticals has filed for approval of inhaled treprostinil for "Pulmonary hypertension associated with interstitial lung disease or combined pulmonary fibrosis and emphysema". "Licensed-in from United Therapeutics Corporation In-house development" www.mochida.co.jp/english/business/rd.htmlThis drug ("Treprost", which is nebulized Tyvaso or similar) has been already approved for PAH, but not yet for PH-ILD. I wonder if Mochida will do a trial with T-DPI. Remember those millions of dollars worth of "semi-finished product" that showed up in MNKD Q4 EC?
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Post by lennymnkd on May 5, 2024 13:44:49 GMT -5
MOCHIDA / good size operation…👍
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Post by Clement on May 5, 2024 14:12:53 GMT -5
UTHR and inhaled treprostinil in Japan Mochida Pharmaceuticals has filed for approval of inhaled treprostinil for "Pulmonary hypertension associated with interstitial lung disease or combined pulmonary fibrosis and emphysema". "Licensed-in from United Therapeutics Corporation In-house development" www.mochida.co.jp/english/business/rd.htmlThis drug ("Treprost", which is nebulized Tyvaso or similar) has been already approved for PAH, but not yet for PH-ILD. I wonder if Mochida will do a trial with T-DPI. Remember those millions of dollars worth of "semi-finished product" that showed up in MNKD Q4 EC? I was late with this edit. Re: last sentence above In the Q4 EC, Binder referred to semi-finished product shipped to UTHR for FY 2023.
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Post by ptass on May 9, 2024 17:10:35 GMT -5
Does anyone know when the new UT tyvaso DPI manufacturing plant will come on line. I believe mannkind's capacity will max out this year.
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Post by prcgorman2 on May 9, 2024 21:12:01 GMT -5
Good question. MannKind still has more capacity improvements in the works for this year.
I think UTHR broke ground last year but construction and FDA approval to operate can take years. I haven’t followed the UTHR updates and earnings reports, but I’d say browse those or check UTHR social media and see if you find something (or hopefully you get a better answer here than mine).
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Post by ptass on May 11, 2024 16:53:39 GMT -5
Good question. MannKind still has more capacity improvements in the works for this year. I think UTHR broke ground last year but construction and FDA approval to operate can take years. I haven’t followed the UTHR updates and earnings reports, but I’d say browse those or check UTHR social media and see if you find something (or hopefully you get a better answer here than mine). I searched the prior UT conference calls (only had access to a few) and found no mention. I looked at the UT press releases and could only find mention of a 500M warehouse/distribution center. I'm sure their building a manufacturing plant since the 3 TETON trials are close to completion (the 1st patients were dosed in December 2022; so I'm guessing mid to the end of 2025 for the end of the trials.
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Post by jkendra on May 15, 2024 13:13:37 GMT -5
52 week high and inching toward all time highs. MannKind's drug Tyvaso DPI leading the way in growing revenues.
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Post by jkendra on May 20, 2024 12:09:01 GMT -5
news.bloomberglaw.com/health-law-and-business/utc-targets-supplier-of-liquidias-lung-disease-drug-yutrepiaUTC Targets Supplier of Liquidia’s Lung-Disease Drug YutrepiaMay 17, 2024, 5:04 PM EDT New front in sprawling battle fingers LGM Pharma’s violations Petition to pull tentative approval not ‘impediment': Liquidia United Therapeutics Corp. in a citizen petition is urging the FDA to pull the tentative approval of Liquidia’s Yutrepia—a move that comes as UTC simultaneously fights the agency for accepting an amended application for a rival lung-disease drug. UTC’s 23-page petition asks the US Food and Drug Administration to withdraw its tentative approval of Liquidia Corp.’s Yutrepia because its sole supplier of the drug’s active ingredient, LGM Pharma, is subject to an ongoing consent decree. The company on May 10 wrote LGM plays a “critical role” in Liquidia’s manufacturing process for the drug, and LGM “admitted liability for committing serious ...
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Post by jkendra on May 20, 2024 12:12:24 GMT -5
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Post by cppoly on May 20, 2024 18:35:09 GMT -5
How long did the citizen's petition sandbag MNKD for? Just curious if LQDA is also going to have a similar fate.
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