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Post by phdedieu12 on Dec 14, 2022 10:45:52 GMT -5
Agree. IMO our visions of being "MNKD millionaires" any time soon hinge on the success of clofazimine. I am be wrong here, but I don’t think clofazimine alone will be enough to get us to even mid teens in PPS, especially if we set it up to partner and receive royalties. Maybe if we go at it solo. Clofazimine is a couple years away from FDA approval most likely. I’m looking forward to the scientific publication on the Phase 1 clinical trial Mike said would be hitting the journals soon. I would agree that no one "event" alone gets the share price to mid teens, and I don't think Clofazimine will go through a partner, this is an in-house project and for that reason it will have a more significant impact, but as you correctly stated, we're a couple years away |
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Post by mango on Dec 14, 2022 12:40:21 GMT -5
I am be wrong here, but I don’t think clofazimine alone will be enough to get us to even mid teens in PPS, especially if we set it up to partner and receive royalties. Maybe if we go at it solo. Clofazimine is a couple years away from FDA approval most likely. I’m looking forward to the scientific publication on the Phase 1 clinical trial Mike said would be hitting the journals soon. I would agree that no one "event" alone gets the share price to mid teens, and I don't think Clofazimine will go through a partner, this is an in-house project and for that reason it will have a more significant impact, but as you correctly stated, we're a couple years away Has MannKind stated they were going solo with Clofazimine? |
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Post by oldfishtowner on Dec 14, 2022 12:41:46 GMT -5
I am be wrong here, but I don’t think clofazimine alone will be enough to get us to even mid teens in PPS, especially if we set it up to partner and receive royalties. Maybe if we go at it solo. Clofazimine is a couple years away from FDA approval most likely. I’m looking forward to the scientific publication on the Phase 1 clinical trial Mike said would be hitting the journals soon. I would agree that no one "event" alone gets the share price to mid teens, and I don't think Clofazimine will go through a partner, this is an in-house project and for that reason it will have a more significant impact, but as you correctly stated, we're a couple years away Not what I said. I did not say it alone would get us there. I said that the MNKD millionaire vision hinges on the success of the clofazimine phase 2 trial. And by "soon" I mean in the next 2-3 years. At my age I do not have another decade+ to wait. Surely some can empathize with this, while others may have a different perspective of time.
If clofazimine fails in phase 2, the entire pipeline on which management has based the company's future becomes suspect. The likely result is the stock falls back to the 3's, especially if there is a recession next year.
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Post by prcgorman2 on Dec 14, 2022 12:53:48 GMT -5
I would agree that no one "event" alone gets the share price to mid teens, and I don't think Clofazimine will go through a partner, this is an in-house project and for that reason it will have a more significant impact, but as you correctly stated, we're a couple years away Not what I said. I did not say it alone would get us there. I said that the MNKD millionaire vision hinges on the success of the clofazimine phase 2 trial. And by "soon" I mean in the next 2-3 years. At my age I do not have another decade+ to wait. Surely some can empathize with this, while others may have a different perspective of time.
If clofazimine fails in phase 2, the entire pipeline on which management has based the company's future becomes suspect. The likely result is the stock falls back to the 3's, especially if there is a recession next year.
My view isn't that dire, but clofazimine is an orphan drug approved for treating leprosy. I think that makes it something more like (but perhaps not as burdensome) as Afrezza. Afrezza development was more than $1B and a whole bunch of years. To be a pipeline development shop almost certainly implies partnerships. If the revenue stream was fat enough, Mannkind could do solo development, but I don't think we're anywhere near that yet. If we were, we could also be doing full-scale trials for superiority and SAFETY SAFETY SAFETY (did I mention SAFETY?) for Type 2 diabetes with Afrezza. |
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Post by phdedieu12 on Dec 14, 2022 16:27:28 GMT -5
I would agree that no one "event" alone gets the share price to mid teens, and I don't think Clofazimine will go through a partner, this is an in-house project and for that reason it will have a more significant impact, but as you correctly stated, we're a couple years away Has MannKind stated they were going solo with Clofazimine? At this juncture they're moving forward without a partner, it might change but as of now it's a Mannkind molecule, and I haven't heard of any plans otherwise. |
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Post by prcgorman2 on Dec 14, 2022 17:04:41 GMT -5
Has MannKind stated they were going solo with Clofazimine? At this juncture they're moving forward without a partner, it might change but as of now it's a Mannkind molecule, and I haven't heard of any plans otherwise. A friend of mine once said 80% of R&D work gets shelved, but the 20% that moves forward should more than pay for the 80% not used. I can’t disagree because I don’t know Mannkind’s plans for Clofazimine, but I hope they’re working to get a partner, or abandon moving forward. They’ve done it before. This can be another one. |
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Post by phdedieu12 on Dec 14, 2022 18:44:49 GMT -5
prc, why would you prefer they seek a partner, as opposed to do it alone?
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Post by sayhey24 on Dec 14, 2022 19:51:04 GMT -5
How big is the market for this TS Clofazimine?
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Post by peppy on Dec 14, 2022 20:05:22 GMT -5
How big is the market for this TS Clofazimine? wrote, Right now I'm holding because I have faith in UTHR and Tyvaso DPI and MNKD has some potentially lucrative prospects waiting in the wings that I want to see if anything materializes... Namely the clofazamine treatment. If it ends up being what they think it will, I think that has the potential to be a multi hundred million dollar molecule that MNKD hopefully gets to keep the vast majority.
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Post by prcgorman2 on Dec 14, 2022 22:59:37 GMT -5
prc, why would you prefer they seek a partner, as opposed to do it alone? Because I assume, perhaps incorrectly, it will require a ton of money and time and may not get approved for treating anything besides leprosy. And if after the time, money, and effort, it does get approved, then it has to be marketed and sold. Marketing and sales of Mannkind drugs has not yet been a hallmark of strength for Mannkind. I’m proud of what they’ve achieved but it is not an “embarassment of riches”, and the trend is positive but very slow. On the current sales trend, how long would it take for Mannkind to break even on marketing and sales of Afrezza alone? V-Go and Tyvaso DPI are important contributors. What I don’t want to see is an important strain on Mannkind’s resources without a concomitant revenue stream. But, perhaps I’m too pessimistic. I’ll flip the question around. What are the reasons I should be optimistic and prefer that Mannkind develop Clofazimine alone? |
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Post by stevil on Dec 15, 2022 2:08:13 GMT -5
How big is the market for this TS Clofazimine? wrote, Right now I'm holding because I have faith in UTHR and Tyvaso DPI and MNKD has some potentially lucrative prospects waiting in the wings that I want to see if anything materializes... Namely the clofazamine treatment. If it ends up being what they think it will, I think that has the potential to be a multi hundred million dollar molecule that MNKD hopefully gets to keep the vast majority.
Ha, I appreciate people's respect, but please don't feel reassured about stocks on my account. I do my best to keep up with stuff but I'm far from an expert. So please proceed with caution and enter at your own risk. BUT! stop chasing the real experts away like matt and the guy who had the Ferdinand-like bull avatar. Don't recall his name. |
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Post by peppy on Dec 15, 2022 2:11:15 GMT -5
stevil wrote, Right now I'm holding because I have faith in UTHR and Tyvaso DPI and MNKD has some potentially lucrative prospects waiting in the wings that I want to see if anything materializes... Namely the clofazamine treatment. If it ends up being what they think it will, I think that has the potential to be a multi hundred million dollar molecule that MNKD hopefully gets to keep the vast majority.
Ha, I appreciate people's respect, but please don't feel reassured about stocks on my account. I do my best to keep up with stuff but I'm far from an expert. So please proceed with caution and enter at your own risk. BUT! stop chasing the real experts away like matt and the guy who had the Ferdinand-like bull avatar. Don't recall his name. what was it that caught your attention about clofazamine stevil? What do you see as the potential? |
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Post by stevil on Dec 15, 2022 2:18:19 GMT -5
Because I assume, perhaps incorrectly, it will require a ton of money and time and may not get approved for treating anything besides leprosy. I do have some insight on this one. Clofazimine is not being developed for leprosy. It's being developed for non tuberculosis mycobacteria (NTM) which is an extremely difficult lung infection to treat. The current cocktail includes 3 generic drugs, but you have to take them for years to even have a chance to cure the infection. All the while, you're exposing your body to the harmful effects of chronic antibiotic therapy and putting yourself at risk of losing efficacy of potentially entire classes of antibiotics by forming bacterial resistance. The market isn't huge, but it's open for the taking as there isn't a great solution currently available. I can easily see Mannkind going this one alone, assuming they have the capital to run the necessary trials to bring it to market and assuming the results are what we expect without any serious adverse effects to treatment. |
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Post by stevil on Dec 15, 2022 2:22:08 GMT -5
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Post by peppy on Dec 15, 2022 2:30:38 GMT -5
The post above, non tuberculosis mycobacteria (NTM) which is an extremely difficult lung infection to treat. The current cocktail includes 3 generic drugs, but you have to take them for years to even have a chanhanks.hance to cure the infection. I couldn't remember, thank you |
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