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Post by mango on Sept 23, 2020 7:49:55 GMT -5
Looking forward to our partner, $UTHR Oppenheimer presentation today, particularly excited about wrapping up Phase 3 Treprostinil Technosphere, so we should be learning more about that today. In MannKind News, we have learnt that MannKind will be initiating Sumatriptan Technosphere (migraine drug) into Phase 1 sometime in 2021. This is really exciting as many have been waiting for this to happen. It will also be a rinse & repeat of what we have seen with TreT—a new partnership that includes upfront cash, milestone payments and low double digit royalties—this process of making Technosphere the future of mankind is what is referred to as an, “embarrassment of riches.” Really excited to experience the MannKind story unfold in the coming months and years ahead.  |
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Post by nemzter on Sept 23, 2020 9:53:23 GMT -5
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Post by radgray68 on Sept 23, 2020 11:03:53 GMT -5
Just heard on their call. Very positive. Breeze 2 trial likely. UTHR wants to use dreamboat for IPF AND COPD indications. Go Dreamboat!!!!!!!!!! now we know why MC is so enthusiastic. Even just bought some shares for his family, hmmmm. 😉 How large is the COPD market? Someday offer dividends big? 😂 |
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Post by LongMNKD on Sept 23, 2020 11:04:59 GMT -5
does this mean mnkd is going to pay dividends? lol
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Post by celo on Sept 23, 2020 11:09:37 GMT -5
Due to Dreamboat being a new device, Martine was talking about 2022. Is that a different group of patients then the 2021 study that should rap up in the first quarter? Or is it a longer time for approval for the dreamboat device? Martine also talked about patients with micro fibrosis actually having improvement with breathing over just staying the same. A first!
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Post by radgray68 on Sept 23, 2020 11:14:19 GMT -5
I believe Martine said approval of dreamboat in 2021 was cutting it close so they are more comfortable projecting for 2022.
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Post by peppy on Sept 23, 2020 11:18:17 GMT -5
COPD opening up multi million....
interstitial and COPD
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Post by mango on Sept 23, 2020 11:26:27 GMT -5
IPF = Samumed molecule
Samumed talked about it being essentially a “cure,” using language such as “restoring homeostasis” “cure” etc...
There's currently no cure for idiopathic pulmonary fibrosis and the main aim of treatment is to relieve symptoms. I encourage anyone interested to YouTube search Samumed idiopathic pulmonary fibrosis presentations and talks. Martine was extremely impressed by the data and promise.
This will be very interesting.
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Post by mango on Sept 23, 2020 11:47:20 GMT -5
This is all unfathomably HUGE news.
IPF + ILD-PAH + COPD-PAH = deep deep triple digit royalties
Expecting major upgrades of MannKind soon.
HUGE news!
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Post by mango on Sept 23, 2020 12:10:42 GMT -5
The ILD-PAH and COPD-PAH are two separate patient populations that have PAH associated with those unique individual diseases. We will only be treating the PAH with Treprostinil. Each have large patient populations, with COPD-PAH being >30K I believe. So do the math, PAH + ILD-PAH + COPD-PAH = deep triple digit royalties, very, very large patient population when combined, which we know they will be since UT has just told us they will be using Technosphere and our inhalers for all three.
The IPF (idiopathic pulmonary fibrosis) Samumed molecule will be a completely separate deal altogether, and will come with $10M upfront cash, milestone payments, and low double digit royalties. ~100,000 people in the United States have IPF, and approximately 30,000 to 40,000 new cases are found each year.
Altogether, this is amazingly HUGE news.
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Post by mytakeonit on Sept 23, 2020 12:36:42 GMT -5
Did he buy it back at $1.90  Hmmm ... is Spence checking out what I post also? I mean besides Nate But, that's mytakeonit |
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Post by uvula on Sept 23, 2020 12:41:08 GMT -5
Time for uthr to buy mnkd? Would be cheaper than the royalty payments.
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Post by mango on Sept 23, 2020 12:43:39 GMT -5
MannKind has absolutely no intentions on selling the company right now. That would be narrow sighted, and an enormous negligence to shareholders. We haven’t even begun tapping into the unlimited potential of Technosphere. Our pipeline has only just begun.
Will not happen anytime soon, if ever.
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Post by cretin11 on Sept 23, 2020 13:25:42 GMT -5
MannKind has absolutely no intentions on selling the company right now. That would be narrow sighted, and an enormous negligence to shareholders. We haven’t even begun tapping into the unlimited potential of Technosphere. Our pipeline has only just begun. Will not happen anytime soon, if ever. UTHR can’t afford to buy our embarrassment of riches or our veins of gold! |
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Post by mytakeonit on Sept 23, 2020 13:28:42 GMT -5
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Hmmm ... is Spence checking out what I post also? I mean besides Nate 
