MannKind Catalysts for 2020-2021

[Deleted]

May 13, 2020 10:17:43 GMT -5 agedhippie said:

May 13, 2020 0:42:06 GMT -5 @chuckbass said:

I can't remember the actual number of patients (maybe 5,000) currently on Tyvaso but Martine and Mike have said with the additional indications WHO 3 (PAH-ILD) it will increase the size to 10,000 - 13,000 patients. So by 2024 TreT could reach Revenues between $1B - $1.5B.  Considering the current treatment of the Nebulizer compared to the Inhaler??  It's a no brainer and patients will jump at it.  It will not be an Afrezza growth pattern.

That 5,000 number may not be far off. I found some pricing information from CMS that suggested around $125k per patient per year for Tyvaso. I think that cost is going to be a barrier to adoption for insurers to use it more widely (Medicare has only 1,490 patients on Tyvaso). There is almost no way that UTHR could get that price outside the US though which probably accounts for the very limited international sales. There are a lot of ways they could deal with that issue - if the demand is there they could simply reduce the price to make it more acceptable and try for dramatically increased sales (that would be my choice).

I found this reference to the $1B target from back in 2016 in an interesting article - marketrealist.com/2016/08/united-therapeutics-expects-tyvaso-annual-sales-reach-1-billion/

GOOD FIND AGED..... MNKD's future looks bright if they can get approval. 

[mango]

Kowtow


✅ Afrezza net revenue increasing ~7x over 3 years

✅ Afrezza TRx increasing ~3x over 3 years

✅ 70% of commercial lives covered for Afrezza

✅ BluHale Pro launch for key HCPs in late Q2/early Q3

✅ Consumer BluHale launch earliest in Q1 2021—ongoing testing for this version, including dose detection and integrating CGM data

✅ BluHale App launch in Q2/Q3—Looks great

✅ Lowering Brazil Afrezza pricing to help drive demand—pts that have started Afrezza in Brazil report very positive feedback

✅ BluHale and TreT

✅ 3rd milestone will be hit this week with TreT

✅ $12.5M expected this Q from United Therapeutics—will be $25M total this year

✅ >900 patents globally—robust IP portfolio and patent protection extending well into 2030's, etc

✅ Debt continues to be lowered

✅ New Chief Commercial Officer expected to be hired Q3

✅ India clinical trial is designed and approved—expect late Q2/early Q3

✅ Australia filing completed and still negotiating before approval

✅ Expanded sales force and 11 new territories

✅ 18 scientific publications/presentations expected in 2020—Veins of Gold

✅ Real-time, mealtime control is the future

✅ COVID-19 partnership—watch and see before investing more resources—2 potential products

✅ Only 1 out of 5 PWD are at goal—80% of pts are not at goal

✅ Developed a new One Stop Hub called AfrezzaAssist—extremely excited about this—covers: financial assistance, pt on-boarding, pharmacy triage assistance, digital pt engagement, quick start program (free goods), safety reporting, field liaison support, reimbursement support—launch expected Q3

✅ Over 3,000 Afrezza prescribers and growing

✅ Tret potential royalties >$100M annually

✅ Exploring other opportunities outside treprostinil with UT

✅ Dexcom/MannKind clinical trial will be presented at ADA this year

✅ Peds Phase 3 late 2020/early 2021—special attention to trial protocol—wants to hit a home run with this—possible outside/3rd party partnership to fund trial

✅ We have one of the best patient (Afrezza) bases on SM ever seen

✅ Tanner Group growing, pts from Germany, UK, Latin American countries

✅ MannKind strongly believes Afrezza is the only ultra-rapid acting insulin available and continues to discuss with thought leaders and ADA to lobby new category

✅ No safety signals seen with Afrezza since approval

✅ Afrezza provides significant improvement in quality of life

[itellthefuture777]

apps.apple.com/us/app/bluhale/id1394582374

[itellthefuture777]

news.google.com/articles/CAIiEMYPNPqb3hCDrZlso01KIpoqGAgEKg8IACoHCAowr9eeCTDYlm4wg-rNBg?hl=en-US&gl=US&ceid=US%3Aen

Another reason to use Inhaled dry powder vaccines..there is a shortage of glass vials..

[Clement]

Bluhale Pro app is also available in the Google Play store.

[peppy]

Jun 22, 2020 13:19:07 GMT -5 mango said:

Kowtow


✅ Afrezza net revenue increasing ~7x over 3 years

✅ Afrezza TRx increasing ~3x over 3 years

✅ 70% of commercial lives covered for Afrezza

✅ BluHale Pro launch for key HCPs in late Q2/early Q3

✅ Consumer BluHale launch earliest in Q1 2021—ongoing testing for this version, including dose detection and integrating CGM data

✅ BluHale App launch in Q2/Q3—Looks great

✅ Lowering Brazil Afrezza pricing to help drive demand—pts that have started Afrezza in Brazil report very positive feedback

✅ BluHale and TreT

✅ 3rd milestone will be hit this week with TreT

✅ $12.5M expected this Q from United Therapeutics—will be $25M total this year

✅ >900 patents globally—robust IP portfolio and patent protection extending well into 2030's, etc

✅ Debt continues to be lowered

✅ New Chief Commercial Officer expected to be hired Q3

✅ India clinical trial is designed and approved—expect late Q2/early Q3

✅ Australia filing completed and still negotiating before approval

✅ Expanded sales force and 11 new territories

✅ 18 scientific publications/presentations expected in 2020—Veins of Gold

✅ Real-time, mealtime control is the future

✅ COVID-19 partnership—watch and see before investing more resources—2 potential products

✅ Only 1 out of 5 PWD are at goal—80% of pts are not at goal

✅ Developed a new One Stop Hub called AfrezzaAssist—extremely excited about this—covers: financial assistance, pt on-boarding, pharmacy triage assistance, digital pt engagement, quick start program (free goods), safety reporting, field liaison support, reimbursement support—launch expected Q3

✅ Over 3,000 Afrezza prescribers and growing

✅ Tret potential royalties >$100M annually

✅ Exploring other opportunities outside treprostinil with UT

✅ Dexcom/MannKind clinical trial will be presented at ADA this year

✅ Peds Phase 3 late 2020/early 2021—special attention to trial protocol—wants to hit a home run with this—possible outside/3rd party partnership to fund trial

✅ We have one of the best patient (Afrezza) bases on SM ever seen

✅ Tanner Group growing, pts from Germany, UK, Latin American countries

✅ MannKind strongly believes Afrezza is the only ultra-rapid acting insulin available and continues to discuss with thought leaders and ADA to lobby new category

✅ No safety signals seen with Afrezza since approval

✅ Afrezza provides significant improvement in quality of life

Made in the USA. 
* No refrigeration?

[mango]

United Therapeutics updated Pipeline page looks great.

Martine Rothblatt has indicated TreT will be potentially $100M+ in annual royalties for MannKind. TreT is scheduled for filing with FDA in Q4 2020 of this year or Q1 2021. Fast tracked approval takes around 6 weeks or within 60 days.

[peppy]

Jul 6, 2020 12:49:24 GMT -5 mango said:

United Therapeutics updated Pipeline page looks great.

Martine Rothblatt has indicated TreT will be potentially $100M+ in annual royalties for MannKind. TreT is scheduled for filing with FDA in Q4 2020 of this year or Q1 2021. Fast tracked approval takes around 6 weeks or within 60 days.

That is really good news.
It should start getting priced in when submitted.

Gaslight is the world that comes to mind.
I hope I am correct.

Nice work Mango, thank you.

[mango]

There is certainly a lot of gaslighting on the board by a handful of people.

Hopefully noone has suffered from cognitive dissonance because of it. 😉

[wyattdog]

gaslighting:are we talking about: a type of lamp in which an incandescent mantle is heated by a jet of burning gas or to manipulate (someone) by psychological means into questioning their own sanity.

[peppy]

CNN news GILD is going to try an inhaled form of Remdesivir.
Tell me MNKD is a candidate, the candidate, the winner.

Formula: C27H35N6O8P



heated by a jet of burning gas  heh. wyattdog