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Post by cretin11 on May 24, 2022 18:14:06 GMT -5
Love that idea. Anything that gets us closer intertwined with UTHR. Heck, let’s move our HQ there too, would be more cost effective than having it in Cali.
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Post by uvula on May 24, 2022 18:47:44 GMT -5
Our hq is not in CA.
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Post by sayhey24 on May 24, 2022 19:19:40 GMT -5
I spoke with IR about UTHR also manufacturing T-DPI and the response I got 2 weeks ago was that there are no plans currently for them to manufacture the product. Mnkd has the capacity and planned future capacity to handle the demands for T-DPI that they currently forecast. That may be true but I doubt it will be that by year end. I'm sure UTHR will have another source of product. As we see with the baby formula fiasco more than source of product is a smart decision. I will take that bet. The Technosphere process is pretty sophisticated. It took years to square things away. Its not like setting up a pill factory in India. Why is Mannkind giving UTHR the process and helping them set it up? I thought UTHR contracted with MNKD to make the product? Did they also license manufacturing rights in the deal? I hope not but I don't remember. I would think Boca is right and by now they have more powder in the freezer than they need for awhile. If UTHR wants to setup a DR site with big freezer and filling machine so they can put the powder in the cartridges they may want to do that. I don't think if they placed the order today they would get delivery on the filling machine by year end. If Tyvaso DPI is a huge success all the better as Mannkind has them over a barrel. If UTHR wants to buy MNKD thats another story but while this FDA approval is a huge success and will make MNKD profitable its sales will never compare to afrezza once Mike figures out how to sell it into the T2 market. |
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Post by prcgorman2 on May 24, 2022 19:47:55 GMT -5
The article about RTP and Tyvaso DPI manufacture wasn’t specific. Could be treprostinil only, or perhaps TreT under license. TreT manufactured under license might actually be more profitable for MNKD than manufacturing. And in any case, whatever it would be will take most of 2 years to be constructed, inspected, and approved. And 100% agree, Afrezza success in T2 market would easiliy eclipse Tyvaso DPI. The Tyvaso DPI deal is fundamental as a springboard for what it enables which is better financing for studies, marketing, pipeline development. and insurance coverage. It’s brilliant for what it can mean for the future. Now we’re on to post-Tyvaso DPI approval era and the next stage of the Mannkind story. Many thanks to the Mannkind management team for having accomplished this very significant milestone achievement.
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Post by radgray68 on May 24, 2022 20:38:53 GMT -5
Could it be UTHR is already planning for COPD?
Ever seen the market for COPD globally?
If so, then as the guy said in Jaws, "We're gonna need a bigger boat."
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Post by akemp3000 on May 24, 2022 20:52:49 GMT -5
Wondering what we'll see next from UTHR with regard to marketing the transition of their customer base to Tyvaso DPI. Direct to their existing customer base would probably be most efficient BUT they're also going after new customers and a new indication. A strong TV and advertising program to promote the switch and the new ease of use would be great for Mannkind...and for Afrezza. They have the funding to do this that Mannkind never did.
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Post by ktim on May 24, 2022 22:15:45 GMT -5
here come the $20 price predictions again... i remember these before afrezza's approval Me too, along with the $100 predictions. Fun times!  That's supposedly what Al was projecting 20 years ago, so we'd to make it $400 now to make up for lost time  |
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Post by prcgorman2 on May 24, 2022 22:17:25 GMT -5
Here come the mockers again.
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on May 25, 2022 0:35:38 GMT -5
That may be true but I doubt it will be that by year end. I'm sure UTHR will have another source of product. As we see with the baby formula fiasco more than source of product is a smart decision. I will take that bet. The Technosphere process is pretty sophisticated. It took years to square things away. Its not like setting up a pill factory in India. Why is Mannkind giving UTHR the process and helping them set it up? I thought UTHR contracted with MNKD to make the product? Did they also license manufacturing rights in the deal? I hope not but I don't remember. I would think Boca is right and by now they have more powder in the freezer than they need for awhile. If UTHR wants to setup a DR site with big freezer and filling machine so they can put the powder in the cartridges they may want to do that. I don't think if they placed the order today they would get delivery on the filling machine by year end. If Tyvaso DPI is a huge success all the better as Mannkind has them over a barrel. If UTHR wants to buy MNKD thats another story but while this FDA approval is a huge success and will make MNKD profitable its sales will never compare to afrezza once Mike figures out how to sell it into the T2 market. MNKD sold the license to UTHR to manufacture Tyvaso DPI in the original deal. I personally don't think MNKD can handle COPD & IPF which will be approved in 2024. It will give UTHR enough time to build a new plant with plenty of capacity. |
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Post by sayhey24 on May 25, 2022 5:26:01 GMT -5
Casper - can you provide a link to the licensing agreement? Did they agree to help UTHR set up the facility?
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Post by peppy on May 25, 2022 5:36:54 GMT -5
Could it be UTHR is already planning for COPD? Ever seen the market for COPD globally? If so, then as the guy said in Jaws, "We're gonna need a bigger boat." I finally am able to see Pneumonia. Included in the increase study?  |
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Post by brianrocco on May 25, 2022 6:39:03 GMT -5
American Business Journal
Sara Gilgore
May 4, 2022
“UT is also expanding its real estate, building a zero-carbon footprint pharmaceutical inventory warehouse in North Carolina to store its products and materials, as well as a clinical manufacturing facility in Blacksburg, Virginia, to produce organs for clinical trials.
That facility reflects the company’s long-term goal of addressing the organ shortage through xenotransplantation, or the process of transplanting organs between species, as well as regenerative medicine and 3D bioprinting technology. “
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Post by Clement on May 25, 2022 6:50:43 GMT -5
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Post by Chris-C on May 25, 2022 7:52:05 GMT -5
American Business Journal Sara Gilgore May 4, 2022 “UT is also expanding its real estate, building a zero-carbon footprint pharmaceutical inventory warehouse in North Carolina to store its products and materials, as well as a clinical manufacturing facility in Blacksburg, Virginia, to produce organs for clinical trials. That facility reflects the company’s long-term goal of addressing the organ shortage through xenotransplantation, or the process of transplanting organs between species, as well as regenerative medicine and 3D bioprinting technology. “ With respect to the pure speculators, I see nothing in this news report that refers to manufacture of Tyvaso DPI, and feel it is far fetched to make the assumption that this is happening here or anywhere else; since MNKD has the capacity. I was amused at the statement by the article writer about Tyvaso DPI being delivered by a "traditional" puff style inhaler. Traditional? I don't think the dreamboats scientific inventors/ designers would be appreciative of that! FWIW, I'm not ready to concede that the only path to success for MNKD is to tie their wagon to UTHR. The next molecule, the Peds study, and any number of initiatives now underway will help solidify the company's future. Partnerships with UTHR are great, but partnerships with additional companies are also great. I have no problem waiting 5 more years for my decade long investment to really take off. In my view, we are just now entering the runway preparing for takeoff. And, just in case anyone here has been duped with the masses into assuming the pandemic is over, it's worth noting that a new variant or new virus with a pulmonary pathway could spring up tomorrow. (The spread of Monkeypox should be getting our attention). I think there are any number of possibilities for MNKD's technology and they should all be explored. Good luck to all longs. |
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Post by beardawg on May 25, 2022 9:47:59 GMT -5
Wondering what we'll see next from UTHR with regard to marketing the transition of their customer base to Tyvaso DPI. Direct to their existing customer base would probably be most efficient BUT they're also going after new customers and a new indication. A strong TV and advertising program to promote the switch and the new ease of use would be great for Mannkind...and for Afrezza. They have the funding to do this that Mannkind never did. They've already started by putting the two side by side in comparison on the website. They don't outright say DPI is better, but it's obvious anyone reading the factsheets about both would choose DPI over the nebulizer. There is no benefit for the nebulizer over DPI. |
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