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Post by sla55 on May 13, 2021 17:46:01 GMT -5
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Post by neil36 on May 13, 2021 17:47:37 GMT -5
“And international expansion is not just focused on Cipla here in India as well in Australia, we're also now looking at Europe and Canada as next milestones to file Afrezza.” |
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Post by sellhighdrinklow on May 13, 2021 19:48:27 GMT -5
Can someone please cut and paste it? TYIA
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Post by neil36 on May 13, 2021 20:06:18 GMT -5
Can someone please cut and paste it? TYIA ———- UPDATE: RBC Capital Starts MannKind (MNKD) at Sector Perform May 13, 2021 4:12 PM EDT Send to a Friend (Updated - May 13, 2021 4:14 PM EDT) RBC Capital analyst Daniel Busby initiates coverage on MannKind (NASDAQ: MNKD) ... This is a premium only article. To continue reading this article and more like it please sign-in or upgrade to StreetInsider.com Premium below (Free Trial) LEARN MORE |
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Post by Deleted on May 14, 2021 0:03:57 GMT -5
Can someone please cut and paste it? TYIA ———- UPDATE: RBC Capital Starts MannKind (MNKD) at Sector Perform May 13, 2021 4:12 PM EDT Send to a Friend (Updated - May 13, 2021 4:14 PM EDT) RBC Capital analyst Daniel Busby initiates coverage on MannKind (NASDAQ: MNKD) ... This is a premium only article. To continue reading this article and more like it please sign-in or upgrade to StreetInsider.com Premium below (Free Trial) LEARN MORE I think he wanted the full write up (Premium Material) |
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Post by longliner on May 14, 2021 3:54:20 GMT -5
Way to go Sla! You brought the "home team" to the table!  |
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Post by neil36 on May 14, 2021 6:25:28 GMT -5
Jefferson Research upgrades MANNKIND ORD SHS from SELL to HOLD.
BY Investars Analyst Actions - public
— 3:10 AM ET 05/14/2021
On May 14, 2021 Jefferson Research upgraded MANNKIND ORD SHS from SELL to HOLD.
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Post by sla55 on May 14, 2021 8:40:58 GMT -5
Initiations
RBC Capital Markets analyst Daniel Busby has initiated the coverage on MannKind Corporation (NASDAQ:MNKD) and Verrica Pharmaceuticals (NASDAQ:VRCA).
Giving MannKind a sector perform rating, Busby says that after a ~250% rise over the past 12-month period, the stock has already priced in the potential of the company’s lead product Afrezza and experimental combination product Tyvaso DPI.
The price target of $5.00 indicates a premium of ~24.1%. In April, MannKind’s collaboration partner United Therapeutics filed a marketing application to the FDA for Tyvaso DPI (inhaled treprostinil) in pulmonary arterial hypertension.
MannKind is trading ~2.2% higher in before higher.
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Post by boca1girl on May 18, 2021 21:21:30 GMT -5
Did anyone listen to the RBC fireside chat this afternoon?
I thought it was pretty good.
My key takeaways:
1. Working with the FDA to make lung function test optional for Afrezza
2. Nothing more important in the UT/MNKD partnership than getting T-DPI to market without a hitch. No mention at all about a second module, but focused on new indications
for T-DPI. Would not disclose what manufacturing profits will be made from T-DPI, but will start production in 3Q.
3. MC said the most interesting/exciting product in the pipeline is Clofaxamine (sp?)
4. May not need to go forward with sale/lease back of manufacturing, may already have enough $$$
5. Can’t make pipeline product development go any faster, even with more money.
6. Targeted marketing dollars are planned for Afrezza.
7. Potential partners are increasing based on the overall financial health of the company and he emphasized the removal of “going concern” from the audit.
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Post by mytakeonit on May 18, 2021 21:38:02 GMT -5
Almost exactly what I expected. Will probably listen to it tonight.
But, that's mytakeonit
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Post by brentie on May 18, 2021 21:49:29 GMT -5
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Post by neil36 on May 18, 2021 22:02:59 GMT -5
Did anyone listen to the RBC fireside chat this afternoon? I thought it was pretty good. My key takeaways: 1. Working with the FDA to make lung function test optional for Afrezza 2. Nothing more important in the UT/MNKD partnership than getting T-DPI to market without a hitch. No mention at all about a second module, but focused on new indications for T-DPI. Would not disclose what manufacturing profits will be made from T-DPI, but will start production in 3Q. 3. MC said the most interesting/exciting product in the pipeline is Clofaxamine (sp?) 4. May not need to go forward with sale/lease back of manufacturing, may already have enough $$$ 5. Can’t make pipeline product development go any faster, even with more money. 6. Targeted marketing dollars are planned for Afrezza. 7. Potential partners are increasing based on the overall financial health of the company and he emphasized the removal of “going concern” from the audit. All of this! |
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Post by mango on May 19, 2021 12:23:02 GMT -5
Some notes I made from the call yesterday.
RBC Notes:
✅ 8500 Afrezza Users
✅ Working to remove mandatory FEV1 testing for Afrezza & making it optional
✅ The current Phase 4 Afrezza Dosing clinical trial will be used in the Pediatric Phase 3 clinical trial protocol
✅ Over 1/3 of our physicians (out of 3000 prescribers) are currently prescribing Afrezza
✅ 70% of current Tyvaso users are expected to convert to Tyvaso DPI within the first 4 months post-FDA approval
✅ Additional Tyvaso DPI indications:
1. ILD
2. COPD
3. IPF
✅ No concern over Tyvaso generics
✅ Clofazimine Phase 1 Q4 this year 2021
✅ More pipeline candidates will move into Phase 1 in 2022
✅ Sale/Lease-buy-back may not be needed
✅ Additional partnerships likely
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Post by dh4mizzou on May 19, 2021 14:01:21 GMT -5
Can someone explain the financial logic behind this please?
✅ Sale/Lease-buy-back may not be needed
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Post by sellhighdrinklow on May 19, 2021 14:08:08 GMT -5
Can someone explain the financial logic behind this please? ✅ Sale/Lease-buy-back may not be needed Giving the potential buyer a 10% cap rate on their purchase made no sense to me. In other words, the rent would have been double what it should be based on the whispers on this board. |
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