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Post by mango on Feb 10, 2022 9:13:53 GMT -5
Tyvaso DPI is set to be a star pipeline asset and franchise for United Therapeutics. This partnership has just begun, folks. Congrats to all Longs as we rest on the heels of FDA approval later this month.  |
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Post by derekewhitlock on Feb 10, 2022 9:22:25 GMT -5
Any idea when this pic was taken?
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Post by uvula on Feb 10, 2022 9:33:32 GMT -5
I hope that inhaler isn't actual size.
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Post by mango on Feb 10, 2022 10:27:09 GMT -5
Any idea when this pic was taken? I believe soon before the expected approval last year, but I’m not 100% certain. |
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Post by castlerockchris on Feb 10, 2022 11:28:19 GMT -5
One of my real hopes for MNKD in this deal is that they are able to gain some significant insight into how to market an inhaled drug, on someone else's dollar. I am not looking to hash out the differences between marketing Afrezza and Tyvaso DPI. I am just hoping that MNKD is watching everything UTHR does from a marketing and sales perspective during the launch as I think they might be able to learn something in the process. If I were running MNKD I might go so far as to ask for permission to park someone in UTHR's office for the next 6 - 12 months to observe and learn. Ultimately this is about transitioning patients from a tried and true delivery method to a new way of thinking in a field that is hesitant to change. This learning will come in handy once pediatric approval is received.
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Post by mango on Feb 10, 2022 12:53:36 GMT -5
Right now is the best time in recent history to be a MannKind Shareholder.
Just an absolutely fantastic future ahead of us, and to kickstart the year with an FDA approval is MONUMENTAL for numerous reasons.
Basic due diligence reveals Tyvaso DPI as a premier pipeline asset for United Therapeutics and a royalty cash cow for MannKind, expected to generate well over $100 MILLION in annual royalties
Just imagine what a handful, if not a couple of handfuls, of deals similar to this one with UT would mean—hundreds of millions, potentially over a billion, in annual royalties. All totally plausible and within the next couple decades too I might add.
With a robust orphan lung disease pipeline in the works and Tyvaso DPI approval this month, and plenty of working capital at hand, MannKind is poised for an excellent year and future.
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Post by peppy on Feb 10, 2022 12:57:34 GMT -5
Right now is the best time in recent history to be a MannKind Shareholder. Just an absolutely fantastic future ahead of us, and to kickstart the year with an FDA approval is MONUMENTAL for numerous reasons. Basic due diligence reveals Tyvaso DPI as a premier pipeline asset for United Therapeutics and a royalty cash cow for MannKind, expected to generate well over $100 MILLION in annual royalties Just imagine what a handful, if not a couple of handfuls, of deals similar to this one with UT would mean—hundreds of millions, potentially over a billion, in annual royalties. All totally plausible and within the next couple decades too I might add. With a robust orphan lung disease pipeline in the works and Tyvaso DPI approval this month, and plenty of working capital at hand, MannKind is poised for an excellent year and future. yeah. I see COPD. |
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Post by uvula on Feb 10, 2022 16:31:41 GMT -5
100 million is slightly less than 50 cents per share. Just keeping things in perspective.
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Post by peppy on Feb 10, 2022 16:41:45 GMT -5
100 million is slightly less than 50 cents per share. Just keeping things in perspective. MannKind Corporation (MNKD) EPS (TTM) -0.3230 finance.yahoo.com/quote/MNKD?p=MNKD(Say something positive sometime.) |
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Post by mytakeonit on Feb 10, 2022 16:45:03 GMT -5
And 2022 starts ... AND WE GO TO THE MOON !!!
But, that's Vanguard'stakeonit
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Post by BlueCat on Feb 10, 2022 17:09:49 GMT -5
Right now is the best time in recent history to be a MannKind Shareholder. Just an absolutely fantastic future ahead of us, and to kickstart the year with an FDA approval is MONUMENTAL for numerous reasons. Basic due diligence reveals Tyvaso DPI as a premier pipeline asset for United Therapeutics and a royalty cash cow for MannKind, expected to generate well over $100 MILLION in annual royalties Just imagine what a handful, if not a couple of handfuls, of deals similar to this one with UT would mean—hundreds of millions, potentially over a billion, in annual royalties. All totally plausible and within the next couple decades too I might add. With a robust orphan lung disease pipeline in the works and Tyvaso DPI approval this month, and plenty of working capital at hand, MannKind is poised for an excellent year and future. yeah. I see COPD. Hey Peppy - and anyone else here in the know - has there ever been any discussion about MNKD and say - biologics like Dupixent and Nucala for Eosinophilic asthma? These medications work really well - and are approved for I believe - 12 and older. But this too involves self-injection on regular basis. Wonder if there would be benefit for asthmatics to apply directly to the bronchial tissue. No idea what it would do for people taking it for, e.g. sinus polyps or eczema. Have they ever discussed this? Feasible? |
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Post by peppy on Feb 10, 2022 17:19:13 GMT -5
I believe the eosinophils are in the bronchioles rather than the alveoli. "Inflamed airways that make it difficult to breathe," when I google it, the advertisements show up. I do not think the eosinophils get into the alveoli. liane |
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Post by olderteampt on Feb 10, 2022 17:39:29 GMT -5
A little off topic, but I think MNKD should get into inhaled dry powder antibiotics.
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Post by liane on Feb 10, 2022 17:43:07 GMT -5
Not my area of expertise, but I believe there are conditions with eosinophils in the alveoli. Now asthma is primarily a disease of the bronchioles.
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Post by mango on Feb 11, 2022 6:58:36 GMT -5
Morning 😊☕️  (photo credit: Clan via Stocktwits) |
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