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Post by mango on Sept 21, 2020 13:19:09 GMT -5
Best I can do while at work.
MannKind Oppenheimer Conference 2021 Notes
✅ Australia filing early 2021
✅ India Clinical Trial is being initiated
✅ Treprostinil Technosphere Phase 3 will wrap up in Q4 this year, FDA filing early 2021
✅ Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021
✅ Excited about expansion of Tyvaso expansion into ILD & COPD as this will roll over to TreT
✅ Annual royalties with all new indications combined ~$100M
✅ Afrezza Assist full launch in September - a “one stop hub”
✅ New sales reps, new market expansion, and new district managers
✅ $12.5M milestone payment from $UTHR in Q4
✅ MannKind technology is protected by >1000 patents extending into 2030’s
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Post by cjm18 on Sept 21, 2020 13:22:57 GMT -5
Best I can do while at work. MannKind Oppenheimer Conference 2021 Notes ✅ Australia filing early 2021 ✅ India Clinical Trial is being initiated ✅ Treprostinil Technosphere Phase 3 will wrap up in Q4 this year, FDA filing early 2021 ✅ Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021 ✅ Excited about expansion of Tyvaso expansion into ILD & COPD as this will roll over to TreT ✅ Annual royalties with all new indications combined ~$100M ✅ Afrezza Assist full launch in September - a “one stop hub” ✅ New sales reps, new market expansion, and new district managers ✅ $12.5M milestone payment from $UTHR in Q4 ✅ MannKind technology is protected by >1000 patents extending into 2030’s Thank you Is this new news? Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021
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Post by mango on Sept 21, 2020 13:27:48 GMT -5
Best I can do while at work. MannKind Oppenheimer Conference 2021 Notes ✅ Australia filing early 2021 ✅ India Clinical Trial is being initiated ✅ Treprostinil Technosphere Phase 3 will wrap up in Q4 this year, FDA filing early 2021 ✅ Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021 ✅ Excited about expansion of Tyvaso expansion into ILD & COPD as this will roll over to TreT ✅ Annual royalties with all new indications combined ~$100M ✅ Afrezza Assist full launch in September - a “one stop hub” ✅ New sales reps, new market expansion, and new district managers ✅ $12.5M milestone payment from $UTHR in Q4 ✅ MannKind technology is protected by >1000 patents extending into 2030’s Thank you Is this new news? Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021 Yep yep!
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Post by lennymnkd on Sept 21, 2020 13:28:15 GMT -5
Not to mention mike confirmed that the platform is condusive to the vaccine.. last question Oppenheimer ! I thought this board would be all over this right from the get go 🤔
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Post by cjm18 on Sept 21, 2020 13:31:08 GMT -5
Not to mention mike confirmed that the platform is condusive to the vaccine.. last question Oppenheimer ! I thought this board would be all over this right from the get go 🤔 Conducive? Means?
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Post by lennymnkd on Sept 21, 2020 13:34:58 GMT -5
con·du·cive /kənˈd(y)o͞osiv/ Learn to pronounce adjective making a certain situation or outcome likely or possible.
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Post by mango on Sept 21, 2020 13:50:46 GMT -5
✅ BluHale Pro launching in Q3
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Post by mango on Sept 21, 2020 14:04:04 GMT -5
I usually skip over all the financial stuff (because it is boring) and Revs and script growth pertaining to Afrezza (because I see it here every week), so I never include that kind of stuff unless it is mentioned during a time I am listening and sounds significant.
We do have the best balance sheet we have had in years though. TreT and Afrezza sales will drive our pipeline forward until if/when more partnerships unfold, etc.
Expecting a major partnership for our Sumatriptan Technosphere for acute migraine. Anyone know of the top 3 migraine BPs? Likely will not materialize until after Phase 1 but would be nice to see it happen before then. The good news is the Phase 1 trial will be quick and affordable similar to TreT.
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Post by cjm18 on Sept 21, 2020 14:06:30 GMT -5
con·du·cive /kənˈd(y)o͞osiv/ Learn to pronounce adjective making a certain situation or outcome likely or possible. Lot of space between likely and possible.
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Post by mytakeonit on Sept 21, 2020 14:13:47 GMT -5
boring? That's like dumping progressive betting to do a one time "chance em" bet. Ha! Well, I did quit being an accountant to become a stock day trader. But, that's my$$$$onit
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Post by peppy on Sept 21, 2020 14:15:45 GMT -5
I usually skip over all the financial stuff (because it is boring) and Revs and script growth pertaining to Afrezza (because I see it here every week), so I never include that kind of stuff unless it is mentioned during a time I am listening and sounds significant. We do have the best balance sheet we have had in years though. TreT and Afrezza sales will drive our pipeline forward until if/when more partnerships unfold, etc. phase one are fast. tolerability and dosage. Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021 already tolerated IM. What a meal ticket. a serotonin (5-HT1B/1D) receptor agonist (triptan) indicated for: IMITREX injection contains sumatriptan succinate, a selective 5-HT1B/1D receptor agonist. Sumatriptan succinate is chemically designated as 3-[2-(dimethylamino)ethyl]-N-methyl-indole- 5-methanesulfonamide succinate (1:1) The empirical formula is C14H21N3O2S•C4H6O4, representing a molecular weight of 413.5. Sumatriptan succinate is a white to off-white powder that is readily soluble in water and in saline. 12.1 Mechanism of Action Sumatriptan binds with high affinity to human cloned 5-HT1B/1D receptors. Sumatriptan presumably exerts its therapeutic effects in the treatment of migraine and cluster headaches through agonist effects at the 5-HT1B/1D receptors on intracranial blood vessels and sensory nerves of the trigeminal system, which result in cranial vessel constriction and inhibition of pro-inflammatory neuropeptide release. 12.2 Pharmacodynamics Blood Pressure Significant elevation in blood pressure, including hypertensive crisis, has been reported in patients with and without a history of hypertension [see Warnings and Precautions (5.8)]. www.gsksource.com/pharma/content/dam/GlaxoSmithKline/US/en/Prescribing_Information/Imitrex_Injection/pdf/IMITREX-INJECTION-PI-PPI.PDF
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Post by mango on Sept 21, 2020 14:28:26 GMT -5
I usually skip over all the financial stuff (because it is boring) and Revs and script growth pertaining to Afrezza (because I see it here every week), so I never include that kind of stuff unless it is mentioned during a time I am listening and sounds significant. We do have the best balance sheet we have had in years though. TreT and Afrezza sales will drive our pipeline forward until if/when more partnerships unfold, etc. phase one are fast. tolerability and dosage. Sumatriptan Technosphere (Migraine) Phase 1 will begin in 2021 already tolerated IM. What a meal ticket. a serotonin (5-HT1B/1D) receptor agonist (triptan) indicated for: IMITREX injection contains sumatriptan succinate, a selective 5-HT1B/1D receptor agonist. Sumatriptan succinate is chemically designated as 3-[2-(dimethylamino)ethyl]-N-methyl-indole- 5-methanesulfonamide succinate (1:1) The empirical formula is C14H21N3O2S•C4H6O4, representing a molecular weight of 413.5. Sumatriptan succinate is a white to off-white powder that is readily soluble in water and in saline. 12.1 Mechanism of Action Sumatriptan binds with high affinity to human cloned 5-HT1B/1D receptors. Sumatriptan presumably exerts its therapeutic effects in the treatment of migraine and cluster headaches through agonist effects at the 5-HT1B/1D receptors on intracranial blood vessels and sensory nerves of the trigeminal system, which result in cranial vessel constriction and inhibition of pro-inflammatory neuropeptide release. 12.2 Pharmacodynamics Blood Pressure Significant elevation in blood pressure, including hypertensive crisis, has been reported in patients with and without a history of hypertension [see Warnings and Precautions (5.8)]. www.gsksource.com/pharma/content/dam/GlaxoSmithKline/US/en/Prescribing_Information/Imitrex_Injection/pdf/IMITREX-INJECTION-PI-PPI.PDFWho are the big 3 in the space?
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Post by peppy on Sept 21, 2020 15:03:02 GMT -5
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Post by mango on Sept 21, 2020 15:07:26 GMT -5
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Post by sla55 on Sept 21, 2020 15:25:23 GMT -5
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