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Post by casualinvestor on Jan 12, 2023 15:52:57 GMT -5
Couldn't listen thanks to meetings. Does anyone have a synopsis or link to a recording/transcript?
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Post by wyattdog on Jan 12, 2023 15:57:16 GMT -5
Mannkind website says it will be archived for replay
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Post by hellodolly on Jan 12, 2023 15:57:46 GMT -5
"Afrezza: "Building the the next Standard of Care in Meal Time Insulin Therapy"
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Post by mango on Jan 12, 2023 16:16:20 GMT -5
Be nice if Mike said something about future quarterly revenue expectations, but probably will not. Have to wait for the quarterlies. Maybe something about Afrezza sales raising with new medicare designation? If not much is said, the stock should fall a little. Probably not a lot. Agree. Wall Street doesn't seem to pay a lot of attention to presentations like this and move the pps much one way or the other. Would love to be proven wrong! My man, J.P. Morgan IS Wall Street! 23 Wall Street. They’re a Market Maker. They are the quintessential Wall Street investment banking firm in the world. Wall Street is definitely paying attention. |
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Post by akemp3000 on Jan 12, 2023 16:59:07 GMT -5
I enjoyed the call as it was quite detailed. The transcript and charts deserve to be reviewed. I agree Wall Street pays some attention to a J.P. Morgan presentation but as suspected, today's final volume remained a little below average so no impact from the presentation. Maybe tomorrow?
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Post by mango on Jan 12, 2023 18:10:59 GMT -5
The presentation was really outstanding. This is not the same company it was when I first found out about it 6 years ago. The transformation has been incredible and we are well on our way to becoming a powerhouse. The robust pipeline is exciting and strong, the 4 current revenue sources are just getting started, and our partner is the best one could ask for. 2025-2030 will be the Golden Years. We are completely de-risked.
What an exciting time to be a MannKind Shareholder.
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Post by mango on Jan 12, 2023 18:48:14 GMT -5
Anyone else notice the option to license platform for a second PAH product in the slide about United Therapeutics?
Maybe we’ll see that this year after the completion of the Manufacturing Capacity Expansion in 2H.
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Post by Clement on Jan 12, 2023 19:01:10 GMT -5
Anyone else notice the option to license platform for a second PAH product in the slide about United Therapeutics? Maybe we’ll see that this year after the completion of the Manufacturing Capacity Expansion in 2H. Yes, on the slide. And he also vocalized it. Very interesting. Ralinepag? |
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Post by Thundersnow on Jan 12, 2023 19:28:35 GMT -5
MNKD-101 (clofazimine) projected to start Phase 2/3 about mid-year this year! I think Mike said MNKD is looking to go it alone. He mentioned how excited he is that MNKD will have total control over a drug. This will catapult the stock. 100% Revenues. No Royalty, No Splits just 100%. |
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Post by Thundersnow on Jan 12, 2023 19:30:24 GMT -5
DROP THE FUCKING MIC...... Mike hit the ball out of the park!!! I wish he elaborated on the financials. To elaborate, wheeee longs gonna be rich..... I don't think JPM requires attendees to talk/show their financials. I don't recall UTHR having a slide. Mike did mention they have $175M in the bank as of 3Q22. |
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Post by sportsrancho on Jan 12, 2023 19:56:27 GMT -5
What were the questions? Will JPM start coverage?
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Post by celo on Jan 12, 2023 20:29:05 GMT -5
At about 840 in the Mannkind presentation he talks about United going into IPF and the expansion of 125k patients. The manufacturing building expansion is being funded by United to be ready for IPF. Probably a 7-10 billion plus expansion of Tyvaso in a new market in 2025. That could be a royalty/manufacturing amount of up to 2 billion for Mannkind. Wow.
This does not include the second product that Mike breezed over.
Quick edit: Mannkind will compete directly with Tyvaso with Nintedenib DPI. Under the idea they can dose much higher than oral and go directly into the lungs. Let's see who wins!
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Post by radgray68 on Jan 12, 2023 20:42:50 GMT -5
I wonder if anybody at JPM took note of Mike's mention of our eventual need for an Asia/Pacific partner. Negotiating mergers and contracts is what they do, I believe. Man, to be a fly on the wall....
Now, I wonder if THAT isn't why they invited us to speak today.
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Post by longliner on Jan 12, 2023 21:29:33 GMT -5
I wonder if anybody at JPM took note of Mike's mention of our eventual need for an Asia/Pacific partner. Negotiating mergers and contracts is what they do, I believe. Man, to be a fly on the wall.... Now, I wonder if THAT isn't why they invited us to speak today. That point stood out to me too, as he seemed to emphasize it. |
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Post by nylefty on Jan 13, 2023 2:04:00 GMT -5
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