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Post by lazyb767 on Jun 14, 2021 15:05:16 GMT -5
Interesting no talk yet of how fabulous MC was today at Lytham?? Well, it was great..Have a listen  |
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Post by sportsrancho on Jun 14, 2021 15:50:55 GMT -5
Interesting no talk yet of how fabulous MC was today at Lytham?? Well, it was great..Have a listen I haven’t listened yet but I heard that on Stocktwits. |
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Post by buyitonsale on Jun 14, 2021 15:53:12 GMT -5
Excellent all around presentation and slides!
Let's get that "Tyvaso DPI expected FDA acceptance" checked off!
P.S. "We continue to look for new collaborations which I think will allow [ph] us more announcements right around the conference here."
I will not speculate, but could not help noticing that MC sounded quite bullish that we may hear about new business developments soon...
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Post by MnkdWASmyRtrmntPlan on Jun 14, 2021 15:56:11 GMT -5
Yes, MC didn't carelessly misspeak as much as he usually does, and he had much better upbeat content. I think he actually practiced his presentation this time.
I took notes (for a quick summary) as I listened and will paste them below. You can get the comprehensive translation from SA.
Lytham
We will be licensing our new platforms – formulations work to show we can make new products.
Our Evolution – used to be just Afrezza manufacturing and R&D.
Last year we did about 5 programs – Afrezza, a pipeline deal with Unither, Receptor Life Sciences, we have gotten over 125,000 Afrezza Rx’s written.
Next 5 years: will launch Tyvaso DPI (royalties & Mfg revenues), Afrezza will grow including international, business development expansions - Qrum => MNKD 101 (inhaled clofazimine) and we will continue to look for more expansions.
Launches – 1 per year is our goal for 2025 and beyond.
Pipeline:
Afrezza - approved us & brazil,
Thyquidity
Q3/4 => Pediatric Afrezza. Europe, Canada, India and Australia are our next markets.
Orphan Lung side, a lot of assets.
Tyvaso DPI – getting prepared for a scale-up of manufacturing – by end of year should see a positive FDA review.
MNKD 101 Qrum should be in phase 1 by end of this year for non-tuberculoid material
201 IPF
301 Cystic Fibrosis
701 – not disclosed for competitive reasons
Canabinoid – RLS phase 1 proof of concept.
Small license oncology molecule
Tyvaso DPI – for PAH and could expand markets into PH-ILD, IPF.
Qrum acquisition – Clofazimine – Phase 1 expected in Q4/Q1 timeframe. Large benefit of Qrum is acquiring Dr. Thomas Hofmann Pediatric Pulmonologist with extensive experience with inhaled drug discovery and development.
MNKD 101 – very difficult to treat. We think that we will see really good effect in the lungs
Insulin market is large and 80% are not at goal. 5 year plan to scale it up. We are only at 1% market share with 3,000 prescribers. We have just expanded our team (sales) and start to see what we can do now that we are a well funded company and what we can do to properly market Afrezza as we go forward. And one of those opportunities is BlueHale.
Next big study we are doing is Pediatric study with Afrezza - Afrezza vs. SOC - 26 week and then follow-up. The way you really change treatment of diabetes is through kids.
Afrezza sales have continued to increase over past 4 years.
We raised $230m in Q1 and other financial achievements.
?1 - Market opportunities:
A - Key commercial changes over past years. We expanded sales force during Covid. Made changes to packaging and marketing. We are better and more disciplined now.
?2 - How do we compete against big players?
A - There has not been much innovative changes in marketplace. So, we have good opportunity to educate the market about Afrezza.
Q – What are some opportunities outside the US & milestones
A – Europe, Canada, China will be there at some point, India.
Afrezza International expansion over the next year or two, and well into next 2 to 5 years.
Q – Tyvaso – where are the royalties and other revenue streams that come from it. How quickly.
A – UT know their patients and can communicate to them very quickly. You can get a feel for the incoming stream from the graph on page 12.
Q – New products – commercialize them yourself?
A – We may partner, or will capitalize ourselves.
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Post by mango on Jun 14, 2021 20:37:11 GMT -5
Sounds like a new partnership or collab is imminent.
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Post by cretin11 on Jun 14, 2021 22:15:19 GMT -5
Thank you for posting the recap.
On Afrezza: stop repeating the same mistakes. Hiring more salespeople is not the solution. Collaborate with VDEX and learn how to properly instruct on dosage and titration.
On the other stuff: let’s hope some of it is legit. Some potential but we’ve been hearing that for years, with little to no revenue to show of it. Many of us invested years ago with the hopes of TS being used on many platforms, it is past time to make that a reality.
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Post by mango on Jun 15, 2021 7:51:05 GMT -5
✅ MannKind & United Therapeutics is poised to have 4 indications for Tyvaso DPI in the near future ✅ MannKind & UT will have several years of EXCLUSIVITY and ZERO competition with these new additional indications (PH-ILD, PH-COPD & IPF) ✅ MannKind is set up for a grand slam—receiving well over $100M in annual royalties by year 2024 ✅ At least 70% of current Tyvaso nebulizer users will convert over to Tyvaso DPI within the first 4 months post-FDA approval ✅ Liquidia is set up for a deadly mousetrap—they are facing possible criminal justice due to a Trade Secret Theft Scandal involving one of their employees against UT, they also face patent infringement, as well as NOT being able to go after the additional indications that MannKind & UT will have absolute exclusivity over for several years (with zero competition taboot) ✅ Indeed, the future is bright for MannKind and United Therapeutics  |
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Post by hellodolly on Jun 15, 2021 9:10:44 GMT -5
✅ MannKind & United Therapeutics is poised to have 4 indications for Tyvaso DPI in the near future ✅ MannKind & UT will have several years of EXCLUSIVITY and ZERO competition with these new additional indications (PH-ILD, PH-COPD & IPF) ✅ MannKind is set up for a grand slam—receiving well over $100M in annual royalties by year 2024 ✅ At least 70% of current Tyvaso nebulizer users will convert over to Tyvaso DPI within the first 4 months post-FDA approval ✅ Liquidia is set up for a deadly mousetrap—they are facing possible criminal justice due to a Trade Secret Theft Scandal involving one of their employees against UT, they also face patent infringement, as well as NOT being able to go after the additional indications that MannKind & UT will have absolute exclusivity over for several years (with zero competition taboot) ✅ Indeed, the future is bright for MannKind and United Therapeutics Honestly, never been brighter...including the approval of Afrezza. |
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Post by letitride on Jun 15, 2021 21:57:34 GMT -5
Was it Mikes intention in Q@A to say that any international expansion is 2 to 5 years out for Afrezza because thats what I understood ?
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Post by mytakeonit on Jun 16, 2021 2:03:50 GMT -5
This is from the post above ...
Q – What are some opportunities outside the US & milestones
A – Europe, Canada, China will be there at some point, India.
Afrezza International expansion over the next year or two, and well into next 2 to 5 years.
Sounds fine to me ...
But, that's mytakeonit
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Post by mytakeonit on Jun 16, 2021 12:30:47 GMT -5
Wow, looks like we are headed to $10 with today's news. Did you all buy all the cheap shares you could? Running out of time ... because this news came out a couple weeks earlier than even I expected.
But, that's mytakeonit
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Post by cretin11 on Jun 16, 2021 13:13:00 GMT -5
Wow, looks like we are headed to $10 with today's news. Did you all buy all the cheap shares you could? Running out of time ... because this news came out a couple weeks earlier than even I expected. But, that's mytakeonit Agree, should be at $10 by end of day. Couple more hours to get sub $10 shares! 🤪🤪🤪 |
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Post by letitride on Jun 17, 2021 2:53:59 GMT -5
After listening to the cast for a second time looks like MC has gotten real and whoever deleted my last post should to.
Its Happening!
😎
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