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Post by mnkdfann on Aug 16, 2021 14:20:10 GMT -5
The $105M is a good point. Then add in the manufacturing facility cost and UTHR is in up to their eyeballs. Which manufacturing facility are you talking about? Isn't this one still owned by Mannkind? The 8k says: "Under the terms of the Supply Agreement, MannKind will be responsible for manufacturing Products in its Danbury, Conn. facility" |
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Post by sayhey24 on Aug 16, 2021 18:11:12 GMT -5
There had to be a separate manufacturing area built for UTHR and at some point Mike said UTHR paid for this. I have not been to Danbury in awhile but I would guess they extended the back of the existing plant. I am also guessing this was not cheap. I know it cost a good amount for Afrezza.
As the agreement says MNKD will be running the plant and making product on a cost plus basis. What we do know is they were not busy making Afrezza. Maybe now the plant can make some money.
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Post by castlerockchris on Aug 16, 2021 18:25:25 GMT -5
Pretty standard stuff in the release and 8K. What did stand out is that it appears that UTHR is going to pull BluHale into the world with MNKD kicking and screaming. We have heard about the benefit of BluHale and its app for far too long with no money to make it real. It seems it might finally come true thanks to UTHR. Sounds like UTHR sees the value in getting BluHale to market in order to speed up the acceptance of Tyvaso and flatten the learning curve of doctors and patient when it comes to using a new delivery system.
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Post by goyocafe on Aug 16, 2021 18:28:46 GMT -5
Pretty standard stuff in the release and 8K. What did stand out is that it appears that UTHR is going to pull BluHale into the world with MNKD kicking and screaming. We have heard about the benefit of BluHale and its app for far too long with no money to make it real. It seems it might finally come true thanks to UTHR. Sounds like UTHR sees the value in getting BluHale to market in order to speed up the acceptance of Tyvaso and flatten the learning curve of doctors and patient when it comes to using a new delivery system. I’d prefer that over MC continue running around looking pregnant with a bunch of Bluehale devices in his front pocket talking endlessly about it. |
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Post by peppy on Aug 16, 2021 18:45:42 GMT -5
Pretty standard stuff in the release and 8K. What did stand out is that it appears that UTHR is going to pull BluHale into the world with MNKD kicking and screaming. We have heard about the benefit of BluHale and its app for far too long with no money to make it real. It seems it might finally come true thanks to UTHR. Sounds like UTHR sees the value in getting BluHale to market in order to speed up the acceptance of Tyvaso and flatten the learning curve of doctors and patient when it comes to using a new delivery system. The chip demand/shortage affecting blue hale. Did MC say that during the CC? |
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Post by cedafuntennis on Aug 16, 2021 19:18:05 GMT -5
Pretty standard stuff in the release and 8K. What did stand out is that it appears that UTHR is going to pull BluHale into the world with MNKD kicking and screaming. We have heard about the benefit of BluHale and its app for far too long with no money to make it real. It seems it might finally come true thanks to UTHR. Sounds like UTHR sees the value in getting BluHale to market in order to speed up the acceptance of Tyvaso and flatten the learning curve of doctors and patient when it comes to using a new delivery system. The chip demand/shortage affecting blue hale. Did MC say that during the CC? Yes, MC said something about the chip shortage but not sure if the impact. Another thing that became clear is that the Danbury plant belongs to MNKS. There was no lease back. UT clearly stated that production will be done by MNKD "in it's manufacturing plant", so that FUD is also put to rest. |
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Post by peppy on Aug 16, 2021 19:40:15 GMT -5
The chip demand/shortage affecting blue hale. Did MC say that during the CC? Yes, MC said something about the chip shortage but not sure if the impact. Another thing that became clear is that the Danbury plant belongs to MNKS. There was no lease back. UT clearly stated that production will be done by MNKD "in it's manufacturing plant", so that FUD is also put to rest. MNKD got good terms...... |
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Post by cedafuntennis on Aug 16, 2021 20:25:36 GMT -5
Yes, MC said something about the chip shortage but not sure if the impact. Another thing that became clear is that the Danbury plant belongs to MNKS. There was no lease back. UT clearly stated that production will be done by MNKD "in it's manufacturing plant", so that FUD is also put to rest. MNKD got good terms...... You know I meant MNKD not MNKS. I was writing in the sauna on my cell... |
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Post by patten1962 on Aug 24, 2021 7:56:50 GMT -5
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