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Post by tlundy on Nov 11, 2021 11:03:44 GMT -5
LQD recently got FDA preliminary approval for a Tyvaso inhaled dry powder. Will this take market share from UTHR’s DPI product and reduce MNKD’s royalty? LQD stock is surging.
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Post by tlundy on Nov 11, 2021 11:10:53 GMT -5
Correction. LQD=LQDA
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Post by peppy on Nov 11, 2021 11:35:36 GMT -5
Today's shoutbox transcript - investor Q&A Chris-C: MC: No pulmonary technology that delivers more drug to the lungs than Technosphere. about an hour ago x boca1girl: You mean pure profit about an hour ago x Chris-C: if 850 million in sales for Tyvaso, that means $85M pure revenue to MNKD. Nice about an hour ago x boca1girl: 10% royalty like I thought. about an hour ago x Chris-C: Royalties, when they begin, are cost free. about an hour ago x Chris-C: Will sell product to UTHR in fourth qtr about an hour ago x boca1girl: 85% will convert to Tre-T about an hour agox Chris-C: Tyvaso in 2024 is expected to be 1.4B, unknown how many will be opting for DPI. Seemed to state that there will not be immediate blockbuster revenue benefit to MNKD. Will take time. about an hour ago x |
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Post by Chris-C on Nov 11, 2021 15:57:25 GMT -5
RE LQDA: may wait for the pullback to get some shares, still pondering. IMO it's Looking a little overbought today. Street Sentiment seems a bit disconnected with reality at the moment, given the court hold on their treprostinil product. UTHR will settle the patent lawsuit when they get approval (earlier than next October) and have a head start. DPI Product superiority and a UTHR head start will limit LQDA Yutrepia sales for PAH once they get a green light from FDA. JMHO.
GLTAL
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Post by boca1girl on Nov 12, 2021 16:16:00 GMT -5
Funny how LQDA and MNKD both closed at $4.99 today.
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