mnkd/uthr - wedbush commentary

[figglebird]

Excellent listen - second topic - enjoy(ty whiskey queen)

ir.unither.com/events-presentations

 

[rockstarrick]

Trying to give a working link

ir.unither.com/events-presentations

😎

[rockstarrick]

Around 5:50

😎

[avi8torslc]

Did I hear acquisition of MNKD at 7:45? Sounded like an ops🤔

[churchmouse]

I heard the acquisition oops at 08:18 in the webcast.  Probably just an oops, but who knows..

[theshiv]

Aug 13, 2019 13:29:30 GMT -5 churchmouse said:

I heard the acquisition oops at 08:18 in the webcast.  Probably just an oops, but who knows..

Acquisition or in-licensing is what was stated or perhaps mis-stated.

[Omega]

Here is Partial Transcript from Martine Today about MNKD:

Martine Rothblatt (Mannkind's Next generation Inhaler for Tyvaso):

We formed a partnership to use their Technosphere tech to deliver Tyvaso that is an inhaled form of Treprostinil.

We will be able to do this without going through a whole well controlled placebo double blind study, because we are able to do our study for approval as discussed with the FDA just by transitioning current Tyvaso customer onto the palm sized mannkind device and then back to Tyvaso and show that the patients handle the pk just as well , just as well as measures such as 6 minute walk testing.

this new device is going to be quite extraordinary in its growth of our market because the current device is a nebulizer that is fairly bulky about the size of an old time flashlight, and its quite a bit for the patients to have to carry around with them all the time.

The new mannkind device literally fits in the palm of your hand, you can put it right in your pocket or handbag and go about your day. Most importantly though with regard to the mannkind device, we decided to make this investment in it because we are confident that the Tyvaso market is set to triple over the next few years as a result of bringing Tyvaso into an entirely new disease space called group 3 Pulmonary hypertension.

Group 3 Pulmonary hypertension is a set of obstruction pulmonary diseases quite different from group 1 
pulmonary hypertension where all of our products and and all other pulmonary hypertension products are currently approved.

Group 3 pah includes indications such as PA fibrosis , Interstitial lung disease and CoPD.

Just last week we completed enrollment in our increase trial of Tyvaso in Interstitial lung disease and we are just waiting on the 16 week from last patient visit till we are able to unblind that trial, should be right around end of the year.

initial anecdotal notes from patients who has exited the controlled phase of trial and gone on to open label drug are that the patients that were not improving previously are seeing quite a dramatic improvement once they have exited the controlled phase of the trial and moved into the open label drug.

so we feel quit confident that we will have a positive result on the increase trial it was base on very good earlier phase 2 work and this will open us up to a 30k patient group 3 virgin population that has previously not been able to benefit from any previous PAH medicine. This 30k population with COPD, IPF, iLD they will be much more willing to rapidly adopt our technology if it is a small hand held Mannkind device than compared to a more complicated nebulizer.

So we have timed the Mannkind acquisition or in-licensing and development to be timed with out drugs into the Group 3 PAH. this will be a major vector for our business.

[wsulylecoug]

LQDA presented at Wedbush as well and included some interim results of their ongoing Trep trial. A little bit of info on their P1 data too including dosage capability. Interim results are looking good which I assume is a good sign for MNKD/UTHR as well.

[hammer]

Although it's never been spoken, I believe UTHR entering the cystic fibrosis space is a natural. Coincidentally, MNKD has 2 cystic fibrosis meds in their pipline. This is on top of the unidentified compound currently pending. JMHO.

[Clement]

Aug 13, 2019 13:59:53 GMT -5 Omega said:

Here is Partial Transcript from Martine Today about MNKD:

Martine Rothblatt (Mannkind's Next generation Inhaler for Tyvaso):

We formed a partnership to use their Technosphere tech to deliver Tyvaso that is an inhaled form of Treprostinil.

We will be able to do this without going through a whole well controlled placebo double blind study, because we are able to do our study for approval as discussed with the FDA just by transitioning current Tyvaso customer onto the palm sized mannkind device and then back to Tyvaso and show that the patients handle the pk just as well , just as well as measures such as 6 minute walk testing.

this new device is going to be quite extraordinary in its growth of our market because the current device is a nebulizer that is fairly bulky about the size of an old time flashlight, and its quite a bit for the patients to have to carry around with them all the time.

The new mannkind device literally fits in the palm of your hand, you can put it right in your pocket or handbag and go about your day. Most importantly though with regard to the mannkind device, we decided to make this investment in it because we are confident that the Tyvaso market is set to triple over the next few years as a result of bringing Tyvaso into an entirely new disease space called group 3 Pulmonary hypertension.

Group 3 Pulmonary hypertension is a set of obstruction pulmonary diseases quite different from group 1 where all our current PAH products and ALL PAH Products approved for.

Group 3 pah includes indications such as PA fibrosis , Interstitial lung disease and CoPD.

Just last week we completed enrollment in our increase trial of Tyvaso in Interstitial lung disease and we are just waiting on the 16 week from last patient visit till we are able to blind that trial, should be right around end of the year.

initial anecdotal notes from patients who has exited the controlled phase of trial and gone on to open label drug are that the patients that were not improving previously are seeing quite a dramatic improvement once they have exited the controlled phase of the trial and moved into the open label drug.

so we feel quit confident that we will have a positive result on the increase trial it was base on very good earlier phase 2 work and this will open us up to a 30k patient group 3 virgin population that has previously been able to benefit from any previous PAH medicine. This 30k population with COPD, IPF, iLD they will be much more willing to rapidly adopt our technology if it is a small hand held Mannkind device than compared to a more complicated nebulizer.

So we have timed the Mannkind acquisition or in-licensing and development to be timed with out drugs into the Group 3 PAH. this will be a major vector for our business.

Following is what I heard Rothblatt say:

- Group 1 pulmonary hypertension where all of our products and and all other pulmonary hypertension products are currently approved.

-16 weeks from last patient visit until we unblind that trial ... should be right around the end of the year.

- this will then open us up to 30,000 patient Group 3 virgin population that has not been able to benefit from any pulmonary hypertension medicine.

[mango]

MannKind & UT was a match made in heaven.

[Omega]

Aug 13, 2019 14:31:03 GMT -5 Clement said:

Aug 13, 2019 13:59:53 GMT -5 Omega said:

Following is what I heard Rothblatt say:

- Group 1 pulmonary hypertension where all of our products and and all other pulmonary hypertension products are currently approved.

-16 weeks from last patient visit until we unblind that trial ... should be right around the end of the year.

- this will then open us up to 30,000 patient Group 3 virgin population that has not been able to benefit from any pulmonary hypertension medicine.

Updated.

[mytakeonit]

Martine's first sentence says "We formed a partnership to use their Technosphere tech ..." so the Mannkind acquisition only refers to the Technosphere technology.

But, that's mytakeonit

[avi8torslc]

Possible paying MNKD over $100m a year in royalties when our market cap is currently $208m. Could be a very smart acquisition.

[letitride]

So we have timed the Mannkind acquisition. It was obviously a Freudian slip. Im rolling with it. Dont rain on my parade.