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Post by Chris-C on Mar 3, 2021 17:04:07 GMT -5
United on their call today said they will allow prescribers to decide if they want to discuss Tyvaso DPI or nebulizer Tyvaso with their patients. It did not sound as if United would be pushing for a direct shift over to DPI from nebulizer. It would be up to the patient to see the benefits and the prescriber to describe them to the patient. It could be a slowish uptake. I listened to the call and got a different take. ir.unither.com/events-and-presentations/default.aspx Click on the Mar 3 webcast. Listen for 2 minutes beginning at 16:00. I listened for six minutes at 16:00 on and felt that they were anticipating a lot of excitement around Tyvaso DPI and expecting (but not promoting) a significant shift from the nebulizer, assuming that convenience alone would carry the day for DPI as the option of choice. They also speculated that there might be some possible movement from oral formulations to DPI- but were not actively promoting this. My sense was that they expect the benefits of DPI to “sell itself” as an effective new therapy. UTHR will continue to support nebulizer use, however, for those who wish to continue its use... a wise move. Letting transitions occur naturally among prescribers and patients is the smart way to approach it, I think. |
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Post by longliner on Mar 16, 2021 12:13:55 GMT -5
Two hours until the UTHR presentation at Oppenheimer. Martine is in the house! Then Mike can hammer it home tomorrow for our turn at the big show. I hope Martine is watching our share price, buying with both hands and laughing her a-- off. wsw.com/webcast/oppenheimer9/uthr/2762815 |
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Post by sportsrancho on Mar 16, 2021 13:24:24 GMT -5
Someone better start buying!
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Post by factspls88 on Mar 16, 2021 14:07:19 GMT -5
Someone better start buying! Or covering. |
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Post by sportsrancho on Mar 16, 2021 14:11:02 GMT -5
I couldn’t stand it I just bought more may calls🤣
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Post by nylefty on Mar 16, 2021 14:43:16 GMT -5
Martine said once again today that she expects FDA approval of Tyvaso DPI in December (not April and not October). She also said that she expects some patients to continue using the nebulizer because they're comfortable using it.
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Post by Deleted on Mar 16, 2021 14:48:11 GMT -5
Martine said once again today that she expects FDA approval of Tyvaso DPI in December (not April and not October). She also said that she expects some patients to continue using the nebulizer because they're comfortable using it. I was shocked to hear UTHR expecting only 25,000 patients will be on some form of Trespostinil by 2025. Could be the reason why MNKD tanked today. |
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Post by liane on Mar 16, 2021 14:55:03 GMT -5
Martine said once again today that she expects FDA approval of Tyvaso DPI in December (not April and not October). She also said that she expects some patients to continue using the nebulizer because they're comfortable using it. I was shocked to hear UTHR expecting only 25,000 patients will be on some form of Trespostinil by 2025. Could be the reason why MNKD tanked today. I think the reason is that the whole market tanked. |
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Post by longliner on Mar 16, 2021 15:25:40 GMT -5
Martine is in discussions with the FDA regarding label. Assuming the black box does not apply to DPI, this will hopefully be the first step in getting it removed from Afrezza as well.
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Post by letitride on Mar 16, 2021 18:08:03 GMT -5
I listened and I heard Group 3 is expected for Tyvasso in April and DPI in December in FDA approvals. Also sounds like Mannkind will be the go to for manufacturing for the foreseeable future of tyvasso DPI. Sounds like.
Lets Go!
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Post by Clement on Mar 16, 2021 18:14:17 GMT -5
Martine said once again today that she expects FDA approval of Tyvaso DPI in December (not April and not October). She also said that she expects some patients to continue using the nebulizer because they're comfortable using it. I was shocked to hear UTHR expecting only 25,000 patients will be on some form of Trespostinil by 2025. Could be the reason why MNKD tanked today. Martine also said that would triple the number of Tyvaso users. |
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Post by celo on Mar 16, 2021 18:31:35 GMT -5
I was shocked to hear UTHR expecting only 25,000 patients will be on some form of Trespostinil by 2025. Could be the reason why MNKD tanked today. Martine also said that would triple the number of Tyvaso users. So 1.5 billion of annual sales by 2025 for united through tyvaso. Maybe 2/3 of the patients go to DPI. So 1 billion DPI equates to approx 125 million a year to Mannkind. Probably 30 million increases/year to get to that number. Put it in perspective, Afrezza net revenue for 2020 was 30 million. |
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Post by Clement on Mar 17, 2021 7:50:10 GMT -5
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Post by boca1girl on Mar 17, 2021 8:08:48 GMT -5
Plus we have earnings for manufacturing T-DPI. I don’t see UT taking on manufacturing for a long time, if ever.
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Post by derekewhitlock on Mar 17, 2021 8:28:49 GMT -5
Any educated guesses out there as to what the range for annual net revenue may be related to producing Tyvaso DPI for UTHR (excluding licensing royalties)?
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