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Post by cppoly on Dec 6, 2022 13:21:26 GMT -5
Seeing posts randomly scattered throughout here, figured I might as a well start a thread.
Can someone remind what events *might* be happening before the year's end?
All I got is clofazimine. What else?
Thanks
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Post by peppy on Dec 6, 2022 13:29:34 GMT -5
A MNKD Santa Claus Rally. Everyone and their brother with a Bloomberg Terminal can see Tyvasso scripts. Thank you kippyt |
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Post by akemp3000 on Dec 6, 2022 15:14:38 GMT -5
Love the phrase "Santa Claus Rally". It's not unusual for major announcements to happen at year-end or year-beginning as many corporations are getting their ducks in a row to start the new year. Maybe we see a new molecule announcement or even a partner for Afrezza. Not expecting either but it's fun to think about. Besides, even if there's no announcements, IMO, 2023 should be really, really good for Mannkind.
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Post by phdedieu12 on Dec 6, 2022 23:26:08 GMT -5
If memory serves me well, there is a meeting with the FDA for clofazimine, I don't anticipate anything of substance otherwise. We should see additional data on the pump switch, maybe some early readings or news on the progress of the pipeline but in the near future I think it's all about Tyvaso DPI and that will be in the next UTHR earnings call
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Post by runner on Dec 6, 2022 23:48:06 GMT -5
PHD, I agree. It's all about Tyvaso. Maybe some good projections will come out before the next UTHR earnings in Feb.
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Post by anderson on Dec 7, 2022 7:23:49 GMT -5
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Post by prcgorman2 on Dec 7, 2022 7:33:10 GMT -5
Big difference in finacials from 5 years ago thanks to the excellent work of the Mannkind team and a great partnership with UTHR. I agree clofazimine might yield a pleasant bit of news, but I do think the pleasantness would be less around what the FDA had to say about developing an inhalable form of the orphan drug and more about a partner like UTHR who will pay for development and marketing of that form. |
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Post by Clement on Dec 7, 2022 8:48:34 GMT -5
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Post by akemp3000 on Dec 7, 2022 10:26:39 GMT -5
Speaking of year-end announcements, in addition to that public offering in December, the Sanofi departure happened the first week in January with one headline proclaiming, "Mannkind Stock is Done". Nice to know those are nothing more than footnotes in history and now our future's so bright we gotta wear shades  |
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Post by hopingandwilling on Dec 7, 2022 10:29:00 GMT -5
What I simply can't understand is why is Liquidia's stock trading nearly a dollar more than MannKind. MannKind has double digits millions in revenues and Liquidia has a mere low single digit million in revenue. MannKind has revenue from two products and Liquidia merely has a partnership deal for one product.
Can anyone help me understand the disparity in this situation it doesn't make sense to me! As the year ends it would be nice if Santa brought MannKind some good news.
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Post by cppoly on Dec 7, 2022 10:53:01 GMT -5
What I simply can't understand is why is Liquidia's stock trading nearly a dollar more than MannKind. MannKind has double digits millions in revenues and Liquidia has a mere low single digit million in revenue. MannKind has revenue from two products and Liquidia merely has a partnership deal for one product. Can anyone help me understand the disparity in this situation it doesn't make sense to me! As the year ends it would be nice if Santa brought MannKind some good news. Totally agree and it's a perception problem. Market cap helps explain some of it. Liquidia is about 350 million market cap and Mannkind is about 1.2 billion. So share price to share price isn't a direct comparison. I also can't understand how Liquidia is staying relevant after the ruling against them vs UTHR. Pure speculation? Who knows. |
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Post by cjm18 on Dec 7, 2022 12:32:07 GMT -5
What I simply can't understand is why is Liquidia's stock trading nearly a dollar more than MannKind. MannKind has double digits millions in revenues and Liquidia has a mere low single digit million in revenue. MannKind has revenue from two products and Liquidia merely has a partnership deal for one product. Can anyone help me understand the disparity in this situation it doesn't make sense to me! As the year ends it would be nice if Santa brought MannKind some good news. Totally agree and it's a perception problem. Market cap helps explain some of it. Liquidia is about 350 million market cap and Mannkind is about 1.2 billion. So share price to share price isn't a direct comparison. I also can't understand how Liquidia is staying relevant after the ruling against them vs UTHR. Pure speculation? Who knows. Lqda has 98m cash and 9m Net loss in q3. Less than 20m debt. |
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Post by phdedieu12 on Dec 7, 2022 15:30:03 GMT -5
Totally agree and it's a perception problem. Market cap helps explain some of it. Liquidia is about 350 million market cap and Mannkind is about 1.2 billion. So share price to share price isn't a direct comparison. I also can't understand how Liquidia is staying relevant after the ruling against them vs UTHR. Pure speculation? Who knows. Lqda has 98m cash and 9m Net loss in q3. Less than 20m debt. I would submit that while we see a lot of bad news and delays for Liquidia, it is nonetheless positioned as a competitor to UTHR, that happened to have a major success on their hands with DPI. And while we're getting 10% (low double digits) of the loot, Liquidia would get 100% of their take, which could still be a nice chunk of change. As you noted, they have plenty of cash and might simply wait it out. And of course as for any public company, there is everything we don't know! |
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Post by agedhippie on Dec 8, 2022 11:05:35 GMT -5
LQDA have an FDA approved Tyvaso DPI product. UTHR are using the appeal process to delay the LQDA launch as along as possible, but that route is likely to be exhausted sometime in 2024. If UTHR is doing well with TreT then lending LQDA money to compete in that market will look very compelling. LQDA already supply liquid Tyvaso so they are a known quantity to the medical side.
LQDA will compete in the PAH and (after March 2024) also in the PAH-ILD market. The FDA have already said the PAH-ILD approval is automatic. For those who are interested, or have a high boredom threshold, you can read the transcript for the Nov 2022 earnings call for more details.
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Post by sayhey24 on Dec 8, 2022 18:29:49 GMT -5
LQDA have an FDA approved Tyvaso DPI product. UTHR are using the appeal process to delay the LQDA launch as along as possible, but that route is likely to be exhausted sometime in 2024. If UTHR is doing well with TreT then lending LQDA money to compete in that market will look very compelling. LQDA already supply liquid Tyvaso so they are a known quantity to the medical side. LQDA will compete in the PAH and (after March 2024) also in the PAH-ILD market. The FDA have already said the PAH-ILD approval is automatic. For those who are interested, or have a high boredom threshold, you can read the transcript for the Nov 2022 earnings call for more details. Who is going to sell LQDA's product? When I went to their website it seems Sandoz is selling their Treprostinil. Will that be the same with their DPI? If so have they said what the royalty split will be? trepinjection.com/ |
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