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Post by bones1026 on Oct 12, 2022 21:21:49 GMT -5
From what I have read, Sotatercept is meant to be an add-on therapy to current standard of care. Please correct me if I am wrong I saw that mentioned also and wondered (like all of us) what it would actually mean if approved and applied in reality. Would it enhance Tyvaso DPI sales by getting better overall results for seriously ill patients? Or would it chip away at market-share and/or margins? But watch how fast Merck gets FDA approval, in contrast to the "fast-track" <<sarcasm>> ordeal that UTHR just went through. It just never ends.. |
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Post by letitride on Oct 13, 2022 1:27:32 GMT -5
Anyone know how Sotatercept is administered?
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Post by peppy on Oct 13, 2022 3:10:26 GMT -5
Anyone know how Sotatercept is administered? Study Type : Interventional (Clinical Trial) Actual Enrollment : 324 participantsAllocation: Randomized Intervention Model: Parallel Assignment Intervention Model Description: Participants will be randomized to one of two treatment arms to receive either sotatercept (0.7 mg/kg) by subcutaneous administration once every 3 weeks, or placebo. All participants will be on concurrent, stable background PAH therapy. Randomization will be stratified by baseline WHO Functional Class (Class II or III) and by background PAH therapy (mono/double or triple therapy) clinicaltrials.gov/ct2/show/NCT04576988 |
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Post by prcgorman2 on Oct 13, 2022 6:25:33 GMT -5
Hmmm, subq. But, will it be self-administered?
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Post by peppy on Oct 13, 2022 6:31:50 GMT -5
Hmmm, subq. But, will it be self-administered? .7 per kg. 180 pounds = 81 kg. .7 ml times 81 = 56.7 cc or ml . Not with a needle and a syringe. |
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Post by prcgorman2 on Oct 13, 2022 6:40:33 GMT -5
Hmmm, subq. But, will it be self-administered? .7 per kg. 180 pounds = 81 kg. .7 ml times 81 = 56.7 cc or ml . Not with a needle and a syringe. Ouch. Not a single administration location either I assume. |
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Post by liane on Oct 13, 2022 6:56:16 GMT -5
It would be 56.7 mg (not ml). Would need to know the concentration to know what volume is being injected.
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Post by neil36 on Oct 13, 2022 7:04:38 GMT -5
Really nice (and quick) work on the Merck clinical trials. Very helpful in understanding its potential impacts.
As for the dilutive potential of the convertible note, if the entire amount is converted, it would equate to roughly 42 million more shares and raise the shares outstanding to roughly 300 million. Quite a few more shares, but no more debt overhang.
And as for next year's analyst revenue estimates of $169 million, that equates to a forward price-to-sales ratio of roughly 4.5 at today's market cap.
Good discussions going on in this thread. Thank you.
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Post by peppy on Oct 13, 2022 7:15:59 GMT -5
It would be 56.7 mg (not ml). Would need to know the concentration to know what volume is being injected. Wow, That was a medication error on my part. yikes. I could not find the concentrations, I would think if given subq, it would be volume appropriate. Sorry for the Bad work. |
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Post by celo on Nov 26, 2022 9:55:26 GMT -5
I know this has been discussed before, however it looks like the 5.21/ share convertible bond has been shorted as a convertible hedge. This will be unwound as we clear the strike price. I believe the short position has been fully obtained and the stock is now free to move.
Maybe the short position will be unwound as we accelerate past 5.21 allowing further fuel to an increasing share price. Hopefully, that will occur with future positive quarterly reports.
If you are an investment manager and you are getting 2.5% on your conversion notes with interest rates rising like they are, you need to increase your return.
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Post by cretin11 on Nov 26, 2022 15:35:11 GMT -5
“as we accelerate past 5.21”
I just hope that in fact happens, rather than us settling here in the 4s (i.e. still sub $1 pre RS). If we accelerate past $5.21 then i don’t much care what happens to the short position. 🙏🏽
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Post by pat on Nov 27, 2022 7:59:59 GMT -5
“as we accelerate past 5.21” I just hope that in fact happens, rather than us settling here in the 4s (i.e. still sub $1 pre RS). If we accelerate past $5.21 then i don’t much care what happens to the short position. 🙏🏽 🤔 |
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Post by prcgorman2 on Nov 27, 2022 11:21:50 GMT -5
“as we accelerate past 5.21” I just hope that in fact happens, rather than us settling here in the 4s (i.e. still sub $1 pre RS). If we accelerate past $5.21 then i don’t much care what happens to the short position. 🙏🏽 I agree with your sentiment about hope for accelerating past $5.21. And, I have some sympathy for you and any others who still bemoan the stock reverse split. It was regrettable and did significant harm to my MNKD investment. Whether it was bad management or a necessary move in a time of desparation (to keep from being delisted on NASDAQ) is probably only of historical interest. I can’t remember for sure (and won’t bother to research) whether it was it 2015 or 2016 but it will soon be 7 to 8 years ago. At some point its not healthy to continue to dwell on a dark time in the past (under different Mannkind leadership). Grief was the right emotional response but not 7 or 8 years later. If you read what psychologists have to say about death and dying (a dark time in my own past led to such research), grief is unavoidable, but its when it continues unabated year after year that you or those who love you should focus on getting help from friends, family, professionals, whatever it takes to be able to recover or cope with your sense of loss. Thanksgiving is one of my favorite holidays because it reminds me there is much to be thankful for, and to always endeavor to be grateful for my blessings. |
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Post by cretin11 on Nov 27, 2022 13:14:31 GMT -5
Interesting that you use words like grief and bemoan when referencing the reverse split. Nothing in my post invoked those feelings, I only stated a simple mathematical truth.
You and I agree that the RS did damage to our investment. Personally I thought it was a necessary move at the time, and still feel that way. We needed to avoid delisting, simple as that.
So there’s no grief or bemoaning the RS (from me at least). Some folks get upset when it even gets mentioned, which is interesting as it’s just a historical fact and a valid reference point.
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Post by sportsrancho on Nov 27, 2022 14:51:13 GMT -5
They had to do it. There was no way out of it. It doesn’t matter that the math is the same. It creates bearish sentiment. Because reverse splits are a sign of weakness. When you split forward it’s bullish. It’s as simple as that. Nothing you can do about it except start over again buying the discounted shares. After the stock sells off of course, and loses half its value. When you’re about to get delisted of course it’s a sign of weakness. The best thing to do is to get out the minute you hear about it and buy back in 50% lower IMO
Very few stocks can you just buy and sit on them and forget about them…. you need to trade around your core and sell calls when you feel like nothing is going to happen for a extended amount of time.
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