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Post by ptass on Mar 15, 2020 19:58:45 GMT -5
The undisclosed molecule discussed last year seems to have fallen off the map. During the 3rd Qrt call Mike said UTHR would be performing a market analysis (or something like that) during the 1st Qrt 2020. During the 4th Qrt call he said nothing. The only discussion of it (I think) was when an analyst asked about the NDA and Mike said he couldn't comment on it. To me it sounds like the a bust. What are your thoughts?
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Post by goyocafe on Mar 15, 2020 21:26:58 GMT -5
The undisclosed molecule discussed last year seems to have fallen off the map. During the 3rd Qrt call Mike said UTHR would be performing a market analysis (or something like that) during the 1st Qrt 2020. During the 4th Qrt call he said nothing. The only discussion of it (I think) was when an analyst asked about the NDA and Mike said he couldn't comment on it. To me it sounds like the a bust. What are your thoughts? It’s their sop. Anything they’ve talked about or promoted previously that doesn’t work out gets the silent treatment until it just fades away. |
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Post by akemp3000 on Mar 15, 2020 21:27:45 GMT -5
Why guess bust from "said nothing" and "couldn't comment"?
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Post by mytakeonit on Mar 15, 2020 21:31:05 GMT -5
If Mike said that UTHR would be performing an analyst in the 1st Qtr 2020 ... why would he say something in the 4th Qtr since the analyst wouldn't have started yet?
But, that's mytakeonit
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Post by ktim on Mar 16, 2020 10:25:15 GMT -5
At this point I certainly wouldn't be mentally factoring in any near term cash from that. Even if UTHR had been sending positive signals, the pending financial crisis is likely causing reassessment of any new programs that require cash commitments. Other than that, it also seems at a minimum we know that UTHR's assessment of it is that it is not a slam dunk opportunity.
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Post by ptass on Mar 16, 2020 11:42:03 GMT -5
Yeah that's how I feel. I was hoping for some cash for it in Q2 or 3. At least tell what it is.
Hopefully they can sell the other non target pipeline drugs to someone sooner rather than later.
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Post by ktim on Mar 16, 2020 14:43:02 GMT -5
Yeah that's how I feel. I was hoping for some cash for it in Q2 or 3. At least tell what it is. Hopefully they can sell the other non target pipeline drugs to someone sooner rather than later. Given that they've been trying for years to get partners for pipeline drugs, it seems highly questionable unless they take something through Phase 1. In the past pre phase 1 have basically had no up front money (or negligible amount) but tied up an API (or class) seemingly indefinitely. I would assume it would only be harder to get any upfront in the current financial crisis. I'm not sure whether I should say I'm cautiously optimistic about MNKD or optimistically seriously concerned. How quick will markets normalize, and where do we stand with Midcap if they don't. |
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Post by cjm18 on Apr 16, 2020 8:37:50 GMT -5
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Post by cjm18 on Apr 16, 2020 8:52:57 GMT -5
Uhtr Net sales q4 19.
27M.
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