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Post by Clement on Aug 25, 2020 8:10:28 GMT -5
My guess is that TreT flies better. Uthr would go with the superior product. In addition to that, Mankind will offer BluHale, a feature which Rothblatt has spoken excitedly about. I don't see blutooth connectivity on the LQDA website. Please tell me if you do. liquidia.com/pipeline/liq861/ |
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Post by sweedee79 on Aug 25, 2020 9:28:55 GMT -5
Regarding Matt and Aged.. they provide info and a perspective that we need to hear.. I haven't always agreed with it either.. but nor was I prepared for what happened with Sanofi.. or the entire failed launch of Afrezza..
Oh boy have I learned a lot about the intricacies of biotech and bringing a drug to market. It's all about the profits.. politics.. FDA rules.. SOC... Trial studies.. blah blah blah... Doesn't always matter which one is the best.. oh yeah and which company has the most money to deal with all of this .. which isn't little old Mnkd at this point..
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Post by alethea on Aug 27, 2020 14:24:41 GMT -5
It takes a lot less time than you seem to think. I would be surprised if I spent more than 15 minutes a day on the board which is basically nothing. It is also OBVIOUSLY NOT true. |
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Post by longliner on Aug 27, 2020 15:10:07 GMT -5
That’s funny, Aged One, really is. It is also OBVIOUSLY NOT true. It may be true, he may have a large number of boards he is required to influence every day. |
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Post by neil36 on Aug 27, 2020 15:22:32 GMT -5
Barron’s article yesterday titled “5 Biotech Stocks That Could Be Worth a Look”.
It included the following paragraph:
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Acceleron has two potential blockbusters, writes Brill in her Monday report. In partnership with Bristol Myers Squibb (BMY), the company recently launched sales of an anemia drug Reblozyl. An investigational drug called sotatercept did well in Phase 2 trials for pulmonary arterial hypertension, a serious congenital disease that can require lung transplants.
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Anyone familiar with “sotatercept”? It’s only in Stage 2 trials, but Barron’s seems to be implying high hopes for its entry into the PAH market
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Post by neil36 on Aug 27, 2020 19:45:25 GMT -5
From Seeking Alpha’s article yesterday on Acceleron:
Sotatercept outlook
Aside from seeing how well Reblozyl revenue and royalties play out in the real world, the next major potential stock price mover is sotatercept for PAH (pulmonary arterial hypertension). This has been granted breakthrough therapy designation by the FDA and Prime designation by the EMA (European Medicines Agency). In June 2020, Acceleron reported positive Phase 2 results at the meeting of the American Thoracic Society. A second Phase 2 trial is expected to generate preliminary results in the first half of 2021. A Phase 3 trial is already planned and could start before the end of 2020.
Since Acceleron retains full rights to sotatercept and PAH has a high unmet medical need, it could be a major revenue generator, if approved. The company will hold an investor and analyst seminar in October to discuss the Phase 3 trial design and timeline.
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Post by mango on Sept 1, 2020 8:54:08 GMT -5
Having a great inhalation powder is only half the equation. If the inhaler is subpar then the results will be mediocre and issues will arise. This is the case for Liquidia and other similar companies that may have a good powder, but have crap inhalers. At MannKind, we have bridged the issue and solved the problem. The result? Synergy.
MannKind’s inhalation devices utilize the concept of flow resistance. MannKind delivers their dry powders slower than anyone else in the world. This enables the dry powder to properly navigate the anatomical airways down to the deep lung with minimal deposition on the back of the throat. The powder fully traverses from the cartridge to the deep lung in the first 500 milliseconds of inhalation and only requires about 350-500mL of air. The inhalation device and powder creates synergy. This explains some of why they are so effective and successful together.
~70% of the inhalation powder is delivered to the lungs.
MannKind's inhalation devices are a marvel of engineering.
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Post by agedhippie on Sept 1, 2020 11:47:19 GMT -5
Having a great inhalation powder is only half the equation. If the inhaler is subpar then the results will be mediocre and issues will arise. This is the case for Liquidia and other similar companies that may have a good powder, but have crap inhalers. At MannKind, we have bridged the issue and solved the problem. The result? Synergy. MannKind’s inhalation devices utilize the concept of flow resistance. MannKind delivers their dry powders slower than anyone else in the world. This enables the dry powder to properly navigate the anatomical airways down to the deep lung with minimal deposition on the back of the throat. The powder fully traverses from the cartridge to the deep lung in the first 500 milliseconds of inhalation and only requires about 350-500mL of air. The inhalation device and powder creates synergy. This explains some of why they are so effective and successful together. ~70% of the inhalation powder is delivered to the lungs. MannKind's inhalation devices are a marvel of engineering. A product just needs to be good enough, it doesn't need to be a marvel of engineering. The question is does Liquidia deliver an acceptable result? If so then that's all they need to worry about (VHS vs. Betamax). Well, that and actually selling it  |
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Post by mango on Sept 1, 2020 16:59:18 GMT -5
Having a great inhalation powder is only half the equation. If the inhaler is subpar then the results will be mediocre and issues will arise. This is the case for Liquidia and other similar companies that may have a good powder, but have crap inhalers. At MannKind, we have bridged the issue and solved the problem. The result? Synergy. MannKind’s inhalation devices utilize the concept of flow resistance. MannKind delivers their dry powders slower than anyone else in the world. This enables the dry powder to properly navigate the anatomical airways down to the deep lung with minimal deposition on the back of the throat. The powder fully traverses from the cartridge to the deep lung in the first 500 milliseconds of inhalation and only requires about 350-500mL of air. The inhalation device and powder creates synergy. This explains some of why they are so effective and successful together. ~70% of the inhalation powder is delivered to the lungs. MannKind's inhalation devices are a marvel of engineering. A product just needs to be good enough, it doesn't need to be a marvel of engineering. The question is does Liquidia deliver an acceptable result? If so then that's all they need to worry about (VHS vs. Betamax). Well, that and actually selling it Do liquidia have a manufacturing facility? A BP partner? A sales force? |
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Post by agedhippie on Sept 1, 2020 17:28:00 GMT -5
A product just needs to be good enough, it doesn't need to be a marvel of engineering. The question is does Liquidia deliver an acceptable result? If so then that's all they need to worry about (VHS vs. Betamax). Well, that and actually selling it Do liquidia have a manufacturing facility? A BP partner? A sales force? No idea. I haven't seen any announcement of a partner, but then I don't track them so I would only know if it was posted here. I suppose I could have a look at their 10Q. Manufacturing plant and sales force - ditto. I would have to assume they had some sort of manufacturing to have made the system for all the clinical trials, but at what scale? Hence my comment about actually selling it. |
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Post by mango on Sept 1, 2020 17:33:25 GMT -5
I’m sure glad I bought more mnkd shares today.
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Post by agedhippie on Sept 1, 2020 18:20:37 GMT -5
Do liquidia have a manufacturing facility? A BP partner? A sales force? No idea. I haven't seen any announcement of a partner, but then I don't track them so I would only know if it was posted here. I suppose I could have a look at their 10Q. Manufacturing plant and sales force - ditto. I would have to assume they had some sort of manufacturing to have made the system for all the clinical trials, but at what scale? Hence my comment about actually selling it. So I had a quick look at LQDA (ok - I skimmed their last commercial presentation and read the Q&A transcript of their last earnings call so not exactly in depth). They will not launch before the end of 2021 at the earliest. The interesting thing is their pending acquisition of RareGen. As part of their acquisition they will get Roger Jeffs as a board member. For those who don't know (which included me) he was at UTHR for 18 years and the CEO and President for 15 of those years, and co-CEO for the last year or two which looks like a transition to me. All of the UTHR share price rise happened under his watch. There are other benefits to buying RareGen like it makes money, has a partnership with Sandoz (although it looks like licensing to me), and has a small salesforce, but it was the Roger Jeffs part that caught my eye. |
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Post by bones1026 on Sept 1, 2020 21:42:26 GMT -5
No idea. I haven't seen any announcement of a partner, but then I don't track them so I would only know if it was posted here. I suppose I could have a look at their 10Q. Manufacturing plant and sales force - ditto. I would have to assume they had some sort of manufacturing to have made the system for all the clinical trials, but at what scale? Hence my comment about actually selling it. So I had a quick look at LQDA (ok - I skimmed their last commercial presentation and read the Q&A transcript of their last earnings call so not exactly in depth). They will not launch before the end of 2021 at the earliest. The interesting thing is their pending acquisition of RareGen. As part of their acquisition they will get Roger Jeffs as a board member. For those who don't know (which included me) he was at UTHR for 18 years and the CEO and President for 15 of those years, and co-CEO for the last year or two which looks like a transition to me. All of the UTHR share price rise happened under his watch. There are other benefits to buying RareGen like it makes money, has a partnership with Sandoz (although it looks like licensing to me), and has a small salesforce, but it was the Roger Jeffs part that caught my eye. Rooks- You know I love ya..but why since VDEX do you “like” almost every ‘negative’ post? Just an observation |
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Post by sportsrancho on Sept 1, 2020 22:21:46 GMT -5
So I had a quick look at LQDA (ok - I skimmed their last commercial presentation and read the Q&A transcript of their last earnings call so not exactly in depth). They will not launch before the end of 2021 at the earliest. The interesting thing is their pending acquisition of RareGen. As part of their acquisition they will get Roger Jeffs as a board member. For those who don't know (which included me) he was at UTHR for 18 years and the CEO and President for 15 of those years, and co-CEO for the last year or two which looks like a transition to me. All of the UTHR share price rise happened under his watch. There are other benefits to buying RareGen like it makes money, has a partnership with Sandoz (although it looks like licensing to me), and has a small salesforce, but it was the Roger Jeffs part that caught my eye. Rooks- You know I love ya..but why since VDEX do you “like” almost every ‘negative’ post? Just an observation What? Didn’t I just like three of Mango’s posts? I like all of Harry’s posts:-) |
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Post by sportsrancho on Sept 1, 2020 22:24:51 GMT -5
Sometimes when people say they just bought shares I don’t like their posts because I may not think it’s the right time. I have my own strategy. But believe me when I do think it’s the right time I am on Stocktwits yelling buy!
I also like aged and matt a lot because they help me understand the situation so I tend to agree with sweedee.
It’s funny you said this because I can promise you if I had “liked” that post of Mango‘s where he said he was buying or he was glad he bought shares, in two hours or less I will get a text from somebody that says, “are you buying? are you buying? I saw you like that post on Pro-Boards where they said they were buying.” And then I have to say, no I already have the shares and the calls that I want.. but literally this happens daily😂
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