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Post by markado on Nov 11, 2021 20:29:25 GMT -5
I am glad I didn't sell LQDA yesterday. Our MNKD is being held hostage by options. Look at the calls and puts at $5 strike on Nov 19. I see the Nov 19 puts and calls at $5. How does that hold the share price hostage; are you saying the share price will stay close to $5 between now and Nov 19? If so, I tend to agree with that. Happens a lot with MNKD around options expiry dates. (And good move not selling LQDA yesterday) How many options contracts are available on each side? Does anyone have a good resource for seeing the options available? I'm just a simple straight shares investor (at present). |
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Post by kenken on Nov 13, 2021 16:41:29 GMT -5
It is how it will work. Liquidia, another "Nasal SPREAD-like" technology approach is very common in the drug industry, while Mannkind for UTHR emphasizes an inhaled "dry powder" formulation of treprostinil for treating pulmonary arterial hypertension; at similar steps, check out the recent rise of CYTO. Here is another related news of how other company and Chinese smells or steal of it.
"The world's first inhaled (nasal spray) vaccine was unveiled at the "2021 Fifth Hainan International Health Industry Expo". The principle is to use a nebulizer to atomize the vaccine into tiny particles, which are then inhaled into the respiratory tract and lungs through the mouth. It can stimulate "mucosal immunity" that cannot be achieved by intramuscular injection.
It is understood that this so-called "inhaled" vaccine was also jointly developed by Chen Wei, an academician of the Chinese Academy of Military Medical Research who created China's domestically produced adenovirus vector vaccine "Keisha," and CanSino in Tianjin, China. The content is also the Keweisha vaccine, and only the atomizer is used to atomize the medicine.
Chen Wei also stated for the introduction of inhaled vaccines that the vaccination method by inhalation after atomization is perfect, and there will be no local adverse reactions of intramuscular injection. Only one-fifth of the dose of intramuscular injection can be used to achieve the initial injection effect."
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Post by lennymnkd on Nov 13, 2021 17:10:39 GMT -5
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Post by pbaumgarten on Nov 13, 2021 21:18:09 GMT -5
A "drug free gel" that traps allergens and viruses? Sounds a bit sketchy to me. |
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Post by prcgorman2 on Nov 14, 2021 11:16:22 GMT -5
A "drug free gel" that traps allergens and viruses? Sounds a bit sketchy to me. LOL, that’s what snot is.  |
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Post by mymann on Dec 7, 2021 16:46:03 GMT -5
LQDA sp behaving like lawsuit with UTHR going to win. No news on the FDA meeting about refiling.
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Post by Clement on Dec 7, 2021 18:30:12 GMT -5
LQDA sp behaving like lawsuit with UTHR going to win. No news on the FDA meeting about refiling. Isn't that case going to be heard in March? No news now. |
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Post by sportsrancho on Dec 29, 2021 11:30:52 GMT -5
LQDA sp behaving like lawsuit with UTHR going to win. No news on the FDA meeting about refiling. Isn't that case going to be heard in March? No news now. Maybe somebody can listen to this and tell me what you think? He talks about Mannkind a lot. How close is this to reality is my question? And is the limit on the dosing that big of a deal? |
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Post by caesar on Dec 29, 2021 12:08:36 GMT -5
For what it's worth - just like with Afrezza dosing matters. LQDA print technology is viable and is valuable on the marketplace. Dosing always matters not only for the patient, but for the Doctor managing the outcomes.
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Post by boca1girl on Dec 29, 2021 12:28:14 GMT -5
Interesting comments but I’m not convinced that I should buy LQDA. He talked about the patent infringement and said he thought LQDA would prevail but didn’t mention the other lawsuit about theft of trade secrets.
I was confused about this patent for maximum dosing, saying that LQDA owned the 100mg dose and the higher the dose the more effective the product would be???
He said UTHR tried to license the print technology but offered too little (10% royalty) and was rebuffed. (There was no public disclosure of this.) He said UTHR could cancel the MNKD deal with 30 day notice and return to LQDA before or after March (court hearings) and market their product since we have a CRL. He insinuated that the MNKD product was a failure and didn’t say that the CRL was due to a 3rd party test house. Or UTHR could buy them out to eliminate the competition for PAH.
He also gave the “go it alone” scenario with the product or other buyers for the company now that they have an FDA approved product which should capture at least 10% of the PAH market. He did not mention other indications.
He gave a down side risk of $3 and an up side of 2-3x this coming year or a buyout of $15-20.
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Post by jkendra on Dec 29, 2021 12:55:22 GMT -5
Why does everyone surrounding this Liquidia seem so shady
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Post by harryx1 on Dec 29, 2021 13:02:33 GMT -5
Here's what I wrote on ST pertaining to several posters on the LQDA stream... It's fairly obvious to me that many of those LQDA peeps are connected to Caligan Partners and have brought in Findell hedge fund to short and to spread as much FUD as possible from different angels so they can scare MNKD investors and prop up LQDA as much as possible. www.globenewswire.com/news-release/2021/04/13/2208936/0/en/Liquidia-Corporation-Announces-21-7-Million-Private-Placement.htmlAs Boca said above, he leaves out a lot of important information and spins a lot of other info in LQDA's favor. UTHR decided on 3 treatment doses (32, 48, 64 mcg) and obviously had a reason to do so. (They could've gone higher if they wanted to) Previous evaluation of Tyvaso DPI in healthy volunteers demonstrated it was safe and well-tolerated at doses of 30, 60, 90, 120, and 150 μg Also I find it interesting that LIQ861 only has 14 days of safety studies on it's excipient (which is a sugar) yet Technosphere had to go through 2 years of studies for FDKP (a salt). After some research all I could find for safety studies was one and it only shows that 14 days of LQDA's LIQ861 were given to rats and single dose to a Beagle compared to 104 weeks to rats and 39 weeks to dogs for Afrezza & FDKP.  |
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Post by cretin11 on Dec 29, 2021 13:42:01 GMT -5
Harry, regarding UTHR being able to go higher than 64 in dosage if they’d wanted to, could they have gone above 100? Or were they precluded by LQDA’s patent?
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Post by harryx1 on Dec 29, 2021 14:43:11 GMT -5
cretin11 I'm not sure if there are/were any restrictions for going over 100 mcg
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Post by cretin11 on Dec 29, 2021 14:51:09 GMT -5
cretin11 I'm not sure if there are/were any restrictions for going over 100 mcg The analyst said LQDA’s patent precludes UTHR/MNKD from doing that, but I don’t have any independent verification of that. |
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