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Post by phdedieu12 on May 29, 2022 15:18:28 GMT -5
Hmm. At this point it seems like mnkd can determine in the lab which approved drugs are dreamboatable. And it is almost a slam dunk that a clinical trial with an already approved drug paired with technosphere will be successful. If this is true then it is relatively inexpensive for drug companies to partner with mnkd. I'm feeling more optimistic than I have in a long time. This is inaccurate, they can't. And nothing is a slam dunk, and there is nothing inexpensive, your post is just about as wrong as it can possibly be. You should feel optimistic for sure, because there are plenty of really good things in the pipeline, but those good things are the result of decisions made 3-4 years ago. Mnkd also has plenty of capital which is another reason to feel optimistic. |
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Post by neil36 on May 29, 2022 18:12:00 GMT -5
And I totally forgot that for the IPF indication, UTHR and MNKD now have a seven-year exclusivity period
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Post by Thundersnow on May 29, 2022 21:35:35 GMT -5
I have a feeling that the next significant positive announcement, whatever it is, whether a significant MNKD pipeline milestone or expansion, a new partnership with a large BP, or a label change for Afrezza (no black box, peds approval) will be a very significant catalyst into double digits. Tyvaso approval is huge, no doubt, but another significant step forward will change general perceptions and get widespread attention of investors. JMHO Chc MNKD's strategy seems to get the candidate through Phase 1 and then sign a partner. Clofazimine is the next one in line to get through P1. Not sure if MNKD will go alone since they have enough cash and get it through Phase 3 and market it. Mike mentioned they haven't decided which drugs they will keep or partner. We will have to wait and see. |
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