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Post by mango on Feb 27, 2020 11:27:50 GMT -5
That doesn't even account for any $ we get from a new partner, if/when that happens as well. Plus, Brazil payments, etc... Doesn't include them finding a winning lotto ticket, etc. Lame. |
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Post by mango on Feb 27, 2020 11:59:11 GMT -5
Just listened to this. Potential 100-150M+ / year in TreT royalties when you account for new additional patient populations (ie: PH-ILD, sarcoidosis-PH...) India launch in 2021. Quick trial, 3 month endpoint. Australia filing being finalized. Peds trial they want to get right the first time, paying extra special attention to detail on this one to hit it out the park. Expect an announcement concerning Tadalafil in ~month. Huge excitement surrounding the UT partnership. Mike mentioned hiring a Peds Endocrinologist again. Oh, and I could clearly hear and understand Mike during the presentation even as a half-deaf person brotherm1 š |
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Post by brotherm1 on Feb 27, 2020 12:18:34 GMT -5
who needs tadalafil with news like that?
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Post by rockstarrick on Feb 27, 2020 13:15:14 GMT -5
Nate continues to fall back on his CLGN comparison to MNKD. If you read the history of CLGN they are two very dissimilar companies. Mnkdās reverse split and dilutionās have decimated shareholder value. We know what we own, but unfortunately we also now know the BODās and ineffective CEO. Nate also has stated that he will dollar cost average Mnkd for 15 years. Not reall an option for many investors who have already held for many years. Definitely not a fan of the split, but without it we wouldnāt be chatting right now. Itās unfortunate that mnkd didnāt raise capital when the fda approved us and we were at $10/share, complacency killed us, we had to split. If itās split or die, Iāll split every time. Also, there has been opportunities since the split to regain a good part of any lost shares, whether the āvalueā of these shares will come back is the question. For the record, I agree with Nate. š |
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Post by mytakeonit on Feb 27, 2020 14:03:52 GMT -5
Stay focused breath boy ... Nate says CELG and you say CLGN .
But, that's mytakeonit
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Post by brotherm1 on Feb 27, 2020 17:44:18 GMT -5
Just listened to this. Potential 100-150M+ / year in TreT royalties when you account for new additional patient populations (ie: PH-ILD, sarcoidosis-PH...) India launch in 2021. Quick trial, 3 month endpoint. Australia filing being finalized. Peds trial they want to get right the first time, paying extra special attention to detail on this one to hit it out the park. Expect an announcement concerning Tadalafil in ~month. Huge excitement surrounding the UT partnership. Mike mentioned hiring a Peds Endocrinologist again. Oh, and I could clearly hear and understand Mike during the presentation even as a half-deaf person brotherm1 š Oh wow! Trying to be punny I replied with a quip below your post earlier saying āwho needs Tadalafil with news like that?ā. I did so after quickly reading your post and seeing the new possible royalties from UTHR. I said that in jest for some levity. I just reread your post and now noticed the other bright spots including not only India and Australia but actual forthcoming news on Tadalafil that I was joking about. |
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Post by brotherm1 on Feb 27, 2020 18:02:47 GMT -5
So Mango, Iām guessing tadalafil is what MNKD has been studying as part of the possible 2nd molecule for UTHR and probably not for ED? UTHR would use it to treat pulmonary hypertension?
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Post by mango on Feb 27, 2020 18:25:59 GMT -5
So Mango, Iām guessing tadalafil is what MNKD has been studying as part of the possible 2nd molecule for UTHR and probably not for ED? UTHR would use it to treat pulmonary hypertension? well they have it for ED in the pipeline, but yeah that is the speculation ive seen the most. sure hope mannkind's version is better than the generic, mycoxaflopin |
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Post by liane on Feb 27, 2020 19:07:28 GMT -5
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Post by brotherm1 on Feb 27, 2020 19:12:51 GMT -5
Hahaha. That one went right over my head. haha
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Post by falconquest on Feb 27, 2020 19:32:20 GMT -5
So Mango, Iām guessing tadalafil is what MNKD has been studying as part of the possible 2nd molecule for UTHR and probably not for ED? UTHR would use it to treat pulmonary hypertension? well they have it for ED in the pipeline, but yeah that is the speculation ive seen the most. sure hope mannkind's version is better than the generic, mycoxaflopin Now that's funny raaght there! |
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Post by brotherm1 on Feb 27, 2020 22:07:43 GMT -5
Just listened to this. Potential 100-150M+ / year in TreT royalties when you account for new additional patient populations (ie: PH-ILD, sarcoidosis-PH...) India launch in 2021. Quick trial, 3 month endpoint. Australia filing being finalized. Peds trial they want to get right the first time, paying extra special attention to detail on this one to hit it out the park. Expect an announcement concerning Tadalafil in ~month. Huge excitement surrounding the UT partnership. Mike mentioned hiring a Peds Endocrinologist again. Oh, and I could clearly hear and understand Mike during the presentation even as a half-deaf person brotherm1 š Once the filing in Australia is finalized, it can be sold there? Is FDA approval we have is sufficient without trials? I think we have a partner there to sell it? (darn, I canāt remember). I guess even if we sell Afrezza to these foreign countries with a very small margin of profit, we unload excess insulin we are paying for, bring down manufacturing costs, and gradually make Afrezza known throughout the world via patients on social mediia from these countries. Some have questioned what Kendall has been doing. I think he is crazy busy...filing pediatrics, working on NDA with United for trepostinil, overseeing testing of a second possible molecule for UTHR, looking into other pipeline possibilities with possible partners, deciding which ones to keep and which to discard and how..... And I really like our significantly decreasing cash burn. No sense in paying for a large Afrezza sales force until we at least know how and who to market it to and increase retention. MC said in the CC we should this year be able to do longitudinal studies on it. If I remember correctly, when HFM first spoke publicly, Bill was pushing for lower expenditures, backing off on the MNKD salesforce, and advocating for MNKD to focus on developing the pipeline. And you know, it appears to me this is what is now happening. |
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Post by mango on Feb 27, 2020 22:15:59 GMT -5
Just listened to this. Potential 100-150M+ / year in TreT royalties when you account for new additional patient populations (ie: PH-ILD, sarcoidosis-PH...) India launch in 2021. Quick trial, 3 month endpoint. Australia filing being finalized. Peds trial they want to get right the first time, paying extra special attention to detail on this one to hit it out the park. Expect an announcement concerning Tadalafil in ~month. Huge excitement surrounding the UT partnership. Mike mentioned hiring a Peds Endocrinologist again. Oh, and I could clearly hear and understand Mike during the presentation even as a half-deaf person brotherm1 š Once the filing in Australia is finalized, it can be sold there? FDA approval we have is sufficient without trials? I think we have a partner there to sell it? (darn, I canāt remember). I guess even if we sell Afrezza to these foreign countries with a very small margin of profit, we unload excess insulin we are paying for, bring down manufacturing costs, and gradually make Afrezza known throughout the world via patients on social mediia from these countries. Some have questioned what Kendall has been doing. I think he is crazy busy...filing pediatrics, working on NDA with United for trepostinil, overseeing testing of a second possible molecule for UTHR, looking into other pipeline possibilities with possible partners, deciding which ones to keep and which to discard and how..... And I really like our significantly decreasing cash burn. No sense in paying for a large sales force until we at least know how and who to market it to. MC said in the CC we should this year be able to do longitudinal studies on it. If I remember correctly, when HFM first spoke publicly, Bill was pushing for lower expenditures, backing off on the MNKD salesforce, and advocating for MNKD to focus on developing the pipeline. And you know, it appears to me this is what is now happening. I may be wrong, but for some reason I want to say that I heard Mike say Afrezza launch would be either 6-8 months, or 16-18 months after Australian regulatory approval. I'm too lazy to go back and listen but it was one of those timelines, and I do not think we require any additional trials/studies just the govt approval... |
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Post by brotherm1 on Feb 27, 2020 22:21:41 GMT -5
You take it easy Mango. Youāve done an especially great job today. Iāll head home now and listen to it. Thanks buddy.
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Post by buyitonsale on Feb 27, 2020 22:22:51 GMT -5
As far as Tadalafil, it's a data read out related.
At 21:40 "and we got some interesting data on Tadalafil that I will be sharing publicly in the next month or two"
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