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Post by boca1girl on Mar 15, 2022 15:48:53 GMT -5
Very good call. Listen to it when you have time.
Cash flow positive in 2023!
Good cash position. Will keep their eyes open to acquire other assets on the cheap.
Working on formulations with other potential partners.
Really excited about Peds trial and the big medical schools are involved (Harvard, Stanford, etc.). India trial progressing.
Good progress on pipeline products.
Said 2 or 3 times that the CP was probably filed by a competitor but there was no bronchospasm in any of the T-DPI studies. He indicated that there was only one poorly designed trial on Afrezza where bronchospasm occurred. Sounds like they may eventually request that the black box be removed but Mike did not say that just to be clear.
Added: Nice after hours price action!
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Post by chauffe00 on Mar 15, 2022 18:14:07 GMT -5
Sweet!!
Great info - thank you!
So is it fair to say are we “down with O.P.P -enheimer, yeah you know me”
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Post by sr71 on Mar 15, 2022 19:25:57 GMT -5
This was perhaps the best presentation I've heard by Mike Castagna - he was confident, articulate, and laid out a compelling vision for the near/intermediate-term success of Mannkind Corporation.
If you haven't listened to it yet, I highly recommend you do.
Meanwhile, I'm with mytakeonit: Obtain reasonably-priced shares while you can!
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Post by olebob1 on Mar 15, 2022 19:42:23 GMT -5
This was perhaps the best presentation I've heard by Mike Castagna - he was confident, articulate, and laid out a compelling vision for the near/intermediate-term success of Mannkind Corporation. If you haven't listened to it yet, I highly recommend you do. Meanwhile, I'm with mytakeonit: Obtain reasonably-priced shares while you can! Love your Flag!!! |
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Post by Deleted on Mar 15, 2022 20:02:22 GMT -5
Very good call. Listen to it when you have time. Cash flow positive in 2023! Good cash position. Will keep their eyes open to acquire other assets on the cheap. Working on formulations with other potential partners. Really excited about Peds trial and the big medical schools are involved (Harvard, Stanford, etc.). India trial progressing. Good progress on pipeline products. Said 2 or 3 times that the CP was probably filed by a competitor but there was no bronchospasm in any of the T-DPI studies. He indicated that there was only one poorly designed trial on Afrezza where bronchospasm occurred. Sounds like they may eventually request that the black box be removed but Mike did not say that just to be clear. Added: Nice after hours price action! Mike mentioned several times how small biotechs are struggling and having a hard time raising money. Could be a sign Mike is eyeing potential buyouts. |
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Post by Deleted on Mar 15, 2022 21:28:33 GMT -5
MNKD has started Phase 1 testing for Nintedanib which is made by Boehringer Ingelheim. I'm assuming once MNKD successfully completes Phase 1 they will announce a deal with them.
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Post by porkini on Mar 15, 2022 22:07:25 GMT -5
MNKD has started Phase 1 testing for Nintedanib which is made by Boehringer Ingelheim. I'm assuming once MNKD successfully completes Phase 1 they will announce a deal with them. Interesting if there is fact to back this up, because mnkd.proboards.com/post/234844/thread |
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Post by RainbowUnicorn on Mar 16, 2022 1:12:12 GMT -5
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Post by mango on Mar 16, 2022 7:53:20 GMT -5
Very good call. Listen to it when you have time. Cash flow positive in 2023! Good cash position. Will keep their eyes open to acquire other assets on the cheap. Working on formulations with other potential partners. Really excited about Peds trial and the big medical schools are involved (Harvard, Stanford, etc.). India trial progressing. Good progress on pipeline products. Said 2 or 3 times that the CP was probably filed by a competitor but there was no bronchospasm in any of the T-DPI studies. He indicated that there was only one poorly designed trial on Afrezza where bronchospasm occurred. Sounds like they may eventually request that the black box be removed but Mike did not say that just to be clear. Added: Nice after hours price action! This is a great confirmation about the bronchospasm issue. There has been FUDSTERS on the MNKD ST board claiming there was bronchospasms in the Tyvaso DPI clinical trials (namely, Gregonius). Hopefully Mike gets us a nice label change with Afrezza. |
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Post by sayhey24 on Mar 16, 2022 8:22:30 GMT -5
Very good call. Listen to it when you have time. Cash flow positive in 2023! Good cash position. Will keep their eyes open to acquire other assets on the cheap. Working on formulations with other potential partners. Really excited about Peds trial and the big medical schools are involved (Harvard, Stanford, etc.). India trial progressing. Good progress on pipeline products. Said 2 or 3 times that the CP was probably filed by a competitor but there was no bronchospasm in any of the T-DPI studies. He indicated that there was only one poorly designed trial on Afrezza where bronchospasm occurred. Sounds like they may eventually request that the black box be removed but Mike did not say that just to be clear. Added: Nice after hours price action! This is a great confirmation about the bronchospasm issue. There has been FUDSTERS on the MNKD ST board claiming there was bronchospasms in the Tyvaso DPI clinical trials (namely, Gregonius). Hopefully Mike gets us a nice label change with Afrezza. I always wondered why MNKD never reviewed as Mike called it a "poorly designed" study in the last 7 years. At the time I know Al just wanted to get approval and figured they could fix this later. Maybe it is as simple as they had no cash but after the SNY deal they did. After watching what MNKD has gone through for the last 10 years and after watching Dopesick I wonder if there is more to the story than just a poorly designed trial. If Tyvaso gets a clean label and Mike can present a convincing case for the afrezza label change this would be huge. It sounded that he has the modeling data to get approval to change the dosing which should solved the issue of PWDs saying it does not work. All great things and still trading below $5. I thought I had enough MNKD but may not. |
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Post by stevil on Mar 16, 2022 9:43:53 GMT -5
I'm excited about the prospect of clofazimine. I don't know the prevalence of the disease but I've run into a couple patients already and they're on 3 different antibiotics and have to take them daily for a year. It's a very difficult disease to treat and cure. Hopefully clofazimine is the answer. I don't think the market for it would be all that large, but it could solve a difficult problem. The antibiotic cocktail is all generic and isn't too expensive, so I'm curious to see the business benefits of developing it.
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Post by Clement on Mar 16, 2022 10:11:26 GMT -5
I'm excited about the prospect of clofazimine. I don't know the prevalence of the disease but I've run into a couple patients already and they're on 3 different antibiotics and have to take them daily for a year. It's a very difficult disease to treat and cure. Hopefully clofazimine is the answer. I don't think the market for it would be all that large, but it could solve a difficult problem. The antibiotic cocktail is all generic and isn't too expensive, so I'm curious to see the business benefits of developing it. from the Q4 2021 earnings call, MC said: "And then in Q3, we should have the readout for clofazimine which will be the filing for the IND there in Q4 to get this in the Phase 2, as soon as possible." |
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Post by sayhey24 on Mar 16, 2022 10:12:07 GMT -5
I'm excited about the prospect of clofazimine. I don't know the prevalence of the disease but I've run into a couple patients already and they're on 3 different antibiotics and have to take them daily for a year. It's a very difficult disease to treat and cure. Hopefully clofazimine is the answer. I don't think the market for it would be all that large, but it could solve a difficult problem. The antibiotic cocktail is all generic and isn't too expensive, so I'm curious to see the business benefits of developing it. I agree. Its going to be interesting to see how many other additional candidates they can pick up for next to nothing and replatform to Technosphere. I would think in many cases they will see significant improvements bypassing the digestive system. |
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Post by harryx1 on Mar 16, 2022 10:18:06 GMT -5
I'm excited about the prospect of clofazimine. I don't know the prevalence of the disease but I've run into a couple patients already and they're on 3 different antibiotics and have to take them daily for a year. It's a very difficult disease to treat and cure. Hopefully clofazimine is the answer. I don't think the market for it would be all that large, but it could solve a difficult problem. The antibiotic cocktail is all generic and isn't too expensive, so I'm curious to see the business benefits of developing it. - I would like to give you some advice, you can take it or leave it, every disease is difficult. If you want to become the best version of a doctor, my advice is to listen to the patient first and understand what they are telling you and never think you are above them because you've gone through years of schooling. Many patients (and sometimes spouses) that live with a disease become experts on that disease (not by choice) and end up knowing more than the doctor treating them (especially in a hospital setting). Again, take it or leave it but that's my advice for you or any person wanting or becoming a doctor. |
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Post by mango on Mar 16, 2022 11:13:37 GMT -5
This is a great confirmation about the bronchospasm issue. There has been FUDSTERS on the MNKD ST board claiming there was bronchospasms in the Tyvaso DPI clinical trials (namely, Gregonius). Hopefully Mike gets us a nice label change with Afrezza. I always wondered why MNKD never reviewed as Mike called it a "poorly designed" study in the last 7 years. At the time I know Al just wanted to get approval and figured they could fix this later. Maybe it is as simple as they had no cash but after the SNY deal they did. After watching what MNKD has gone through for the last 10 years and after watching Dopesick I wonder if there is more to the story than just a poorly designed trial. If Tyvaso gets a clean label and Mike can present a convincing case for the afrezza label change this would be huge. It sounded that he has the modeling data to get approval to change the dosing which should solved the issue of PWDs saying it does not work. All great things and still trading below $5. I thought I had enough MNKD but may not. I agree, I think Al just wanted to get to the finish line and never thought it would become such an issue. I wonder if vdexdiabetes has any patients on Afrezza who also have COPD, asthma or another chronic lung condition. Would be interesting to see where it would lead if Vdex compiled that patient data, and sent it over to MannKind to support removal of the Black Box Warning, if they did. |
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