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Post by brentie on Jun 29, 2022 6:24:54 GMT -5
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Post by veritasfiliatemporis on Jun 29, 2022 7:03:35 GMT -5
Basically Diogenes is hiding quite well....Mr. Nobody missed a lot of predictions already.
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Post by sla55 on Jun 29, 2022 7:31:56 GMT -5
Looking for Diogenes:
"Disclosure: I/we have a beneficial long position in the shares of LQDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article."
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Post by Clement on Jun 29, 2022 8:34:00 GMT -5
LFD left out the important fact that Tyvaso and Tyvaso DPI are approved for PH-ILD and that's where growth is anticipated. Liq861 is not approved for PH-ILD and there is nothing in clinicaltrials.gov about Liquidia trials for PH-ILD.
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Post by nxc2 on Jun 29, 2022 9:12:26 GMT -5
Not worth the read. I glanced at it and worthless imo
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Post by avi8torslc on Jun 29, 2022 11:05:15 GMT -5
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Post by akemp3000 on Jun 29, 2022 11:10:38 GMT -5
It seems each time LFD puts forth one of his articles about Mannkind, the stock reacts just the opposite and moves up. Let's see if that holds true this coming week.
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Post by mnkdfann on Jun 29, 2022 12:22:36 GMT -5
It seems each time LFD puts forth one of his articles about Mannkind, the stock reacts just the opposite and moves up. Let's see if that holds true this coming week. Maybe short term. Longer term, clearly not. |
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Post by stevil on Jun 29, 2022 14:07:30 GMT -5
LFD left out the important fact that Tyvaso and Tyvaso DPI are approved for PH-ILD and that's where growth is anticipated. Liq861 is not approved for PH-ILD and there is nothing in clinicaltrials.gov about Liquidia trials for PH-ILD. This doesn't always matter. If UTHR does the heavy lifting and gets those indications approved, doctors would be able to prescribe off-label without much issue. It's not uncommon for other products to get "grandfathered" in for indications. It's essentially a waste of resources to redo trials if one product displays efficacy and there is little variation between compounds. |
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Post by cjc04 on Jun 29, 2022 16:07:57 GMT -5
Anyone see the Seeking Alpha article out this morning? Liquidia vs. Mannkind. I know it’s Seeking Alpha, and I know the author is biased, but it’s still a scary read. It is throwing out totally erroneous estimates for MNKD. For one, no manufacturing revenue is included, no COGS benefit from increased use of equipment which drastically lowers cost for Afrezza and will go to the bottom line, then I'll use UTHRs estimates for DPI, not this Moron's made up numbers showing LQDA cannibalizing the market. Garbage article like everything else coming out of this sewer. the parts I found the most sobering… mannkind has been around for 30 years? Aftezza on the market for 8? and our sales are where they are ? Afrezza is too expensive and 60% of it is wasted, hence ins companies not wanting to pay for it?? Is this really the greatest drug delivery there is? Then why don’t we have more partnerships in the past 10 years, 5 years, 2 years??? Are there really that many other inhalation options on the horizon, with a less complicated and less expensive manufacturing process?? I understand who wrote it, and I understand it’s a hit piece…. But it lays out some eye opening time lines and concerns. I’m dying for someone to tear it apart and explain why it’s all wrong. |
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Post by markado on Jun 29, 2022 17:16:01 GMT -5
We must be getting close to an upgrade.
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Post by MnkdWASmyRtrmntPlan on Jun 29, 2022 17:36:56 GMT -5
SP came back up today and ended up a penny, so this article didn't hurt.
There are so many good stimulants by the end of this year and next that SP should at least be double by end of 2023.
There! I just gave my Analyst Upgrade of $8.00 to $10.00.
And at least double every year thereafter.
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Post by mnkdfann on Jun 29, 2022 18:39:48 GMT -5
It is throwing out totally erroneous estimates for MNKD. For one, no manufacturing revenue is included, no COGS benefit from increased use of equipment which drastically lowers cost for Afrezza and will go to the bottom line, then I'll use UTHRs estimates for DPI, not this Moron's made up numbers showing LQDA cannibalizing the market. Garbage article like everything else coming out of this sewer. the parts I found the most sobering… mannkind has been around for 30 years? Aftezza on the market for 8? and our sales are where they are ? Afrezza is too expensive and 60% of it is wasted, hence ins companies not wanting to pay for it?? In a sense, I guess. In all but name. From the Mannkind site: 1991: Pharmaceutical Discovery Corporation (PDC) is incorporated. 1994: PDC files patents for Technosphere 1997: Alfred E. Mann becomes involved with PDC and then so on ... mannkindcorp.com/about/ |
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Post by cjc04 on Jun 29, 2022 21:28:47 GMT -5
the parts I found the most sobering… mannkind has been around for 30 years? Aftezza on the market for 8? and our sales are where they are ? Afrezza is too expensive and 60% of it is wasted, hence ins companies not wanting to pay for it?? In a sense, I guess. In all but name. From the Mannkind site: 1991: Pharmaceutical Discovery Corporation (PDC) is incorporated. 1994: PDC files patents for Technosphere 1997: Alfred E. Mann becomes involved with PDC and then so on ... mannkindcorp.com/about/thank you, but that’s about the least important detail to clarify. |
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Post by cretin11 on Jun 29, 2022 21:38:12 GMT -5
cjc, you make some good points in your earlier post above. Especially your second paragraph.
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