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Post by nylefty on Oct 30, 2019 13:08:50 GMT -5
seekingalpha.com/article/4300415-united-therapeutics-corporation-uthr-ceo-dr-martine-rothblatt-q3-2019-results-earnings-call?page=3CEO Martine Rothblatt (from today's UTHR earnings call): "The very exciting TreT program which we've done in combination with Mannkind where we were able to reduce the burden associated with Tyvaso to something that is truly deminimus fits right in like a clutch purse or just a little even jean pocket and really liberate thousands and thousands of patients from one of the burdens of dealing with drug delivery systems for pulmonary hypertension. That program is going very well also being managed by Dr. Petersen and patients are already being dosed."
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Post by nemzter on Oct 30, 2019 17:12:16 GMT -5
Also from Martine:
And then finally with the current BREEZE trial that we have going on with TreT and the Mannkind product. You combine that with hopefully a successful unblinding increase and opening up a very small, easy to act, easy to use drug deliver device with a ten fold larger population and it seems to me that 10,000 patients on treprostinil is a very readily achievable, reasonable growth for our company to set out for ourselves and we have done that. So thanks so much for joining us this morning and we look forward to seeing many of you certainly at the JP Morgan in just a couple of months to come. Operator you can wrap up the call.
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Post by brotherm1 on Oct 30, 2019 19:48:26 GMT -5
She said that and dropped the mic
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Post by uvula on Oct 30, 2019 20:03:22 GMT -5
Wait. I'm confused again. If uthr did a deal with mnkd just to shelve TreT then why are they doing studies and saying all these positive things about it?  |
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Post by brotherm1 on Oct 30, 2019 20:13:06 GMT -5
I roll with the punches and dance with with the music. I’m not convinced trep-t will be successful, and as successful as touted, I hope so, but only time will tell. Right now I know what my stock is worth. That’s all I know.
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Post by mytakeonit on Oct 30, 2019 20:41:16 GMT -5
Do you? ... $1.10+.03+.05+0+.05-.03+.08+.16-.01-.06+.03-.02-.04-.02+0+.05-.04+.015-.045-.05+0+.01-.02+0+.06+.04-.03-.01-.03+.01+.01-.02+0+.01+0+.02+0+0-.04+0+.04+.05-.03 equals  You don't know? Heck, my 10 key is broken and wanted someone to figure it out. BTW, trep-t will be more successful than what anyone thought. Except for me ... But, that's mytakeonit |
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Post by buyitonsale on Oct 30, 2019 20:42:28 GMT -5
Same molecule, better bioavailability, better device, a "very small, easy to act, easy to use drug delivery device" anyone else confused ? |
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Post by cretin11 on Oct 30, 2019 21:09:07 GMT -5
Do you? ... $1.10+.03+.05+0+.05-.03+.08+.16-.01-.06+.03-.02-.04-.02+0+.05-.04+.015-.045-.05+0+.01-.02+0+.06+.04-.03-.01-.03+.01+.01-.02+0+.01+0+.02+0+0-.04+0+.04+.05-.03 equals You don't know? Heck, my 10 key is broken and wanted someone to figure it out. BTW, trep-t will be more successful than what anyone thought. Except for me ... But, that's mytakeonit you better cover soon! |
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Post by mytakeonit on Oct 30, 2019 22:59:37 GMT -5
No Way Jose ... this puppy is going to the moon!
But, that's mytakeonit
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Post by Deleted on Oct 31, 2019 0:05:03 GMT -5
Same molecule, better bioavailability, better device, a "very small, easy to act, easy to use drug delivery device" anyone else confused ? We are not confused just concerned that this is looking like a late 2021 or 2022 story. Martine said this is a > 12 month story before MNKD sees any royalty revenue. |
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Post by mytakeonit on Oct 31, 2019 3:39:43 GMT -5
Alright buyit and I are just bringing out the shorts to the spotlight. Not sure about uvula though ... he just seems confused. If he finds wine ... he'll be settled and in a happy place.
But, that's mytakeonit
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Post by prcgorman2 on Oct 31, 2019 5:58:15 GMT -5
Same molecule, better bioavailability, better device, a "very small, easy to act, easy to use drug delivery device" anyone else confused ? We are not confused just concerned that this is looking like a late 2021 or 2022 story. Martine said this is a > 12 month story before MNKD sees any royalty revenue. Concerned that “double-digit” royalty revenues appear to be a less risky proposition? Are you familiar with the term Future Cash Flow (FCF) and what it means to corporate financing? And why do you say “late 2021”? It’s October 2019. The earlier projections 3 months ago were that 18 months into the future was their target. That does imply that it’s still greater than 12 months from now but not “late 2021” which would be closer to 24 months from now. UTHR and MNKD appear to be on track for commercialization in early 2021. Is there reason to believe royalty payments will be delayed by 6 or 9 months? |
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Post by hellodolly on Oct 31, 2019 7:14:12 GMT -5
Same molecule, better bioavailability, better device, a "very small, easy to act, easy to use drug delivery device" anyone else confused ? Transcribed so it may have been 'easy to access' |
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Post by matt on Oct 31, 2019 8:03:07 GMT -5
UTHR and MNKD appear to be on track for commercialization in early 2021. Is there reason to believe royalty payments will be delayed by 6 or 9 months? The trial has to be completed, then FDA has to approve an ANDA for the new delivery method, then the product has to launch. Royalties are usually paid quarterly within a few weeks after the 10-Q or 10-K is published, all or which can delay the start of significant royalties. Even if the product launches in mid-2021 it is unrealistic to expect big royalty numbers for a few quarters because the royalty rates on most deals ramp based on cumulative sales; the early sales are low single digit numbers, followed by higher single digits, and if the product is a big commercial success the double digit royalties kick in later. None of those events happen instantly, but if the market likes the product then they do happen! |
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Post by mnholdem on Oct 31, 2019 9:14:04 GMT -5
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