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Post by myocat on Feb 24, 2023 14:20:15 GMT -5
A couple of highlights. www.fool.com/earnings/call-transcripts/2023/02/24/mannkind-mnkd-q4-2022-earnings-call-transcript/?source=eptyholnk0000202We're facing a delay in FDA approval for Tyvaso DPI, one compound in clinical trials, which is Afrezza for INHALE-1 that just started and a commercial revenue stream with just Afrezza. As we end the year, we have three marketed products, -two we market and one that's marketed by United Therapeutics, -two compounds in clinical trials with Afrezza INHALE-1 and halfway rolled out and kicking off to completing phase 1 and 4 commercial revenue streams. -approaching $100 million exiting 2022. *************************************************************************** As we look over the next 12 to 15 months, there are several key mantras coming out. -Number one, we have the kickoff of InHealth really has occurred with AATD. -We have a BluHale launch, which is really integrating CGM into a technology platform that attach to the Afrezza device and that will start to read CGM along with Dupi and be our first kind of platform as we start to think about how to incorporate AI into our future predictive dosing. This is a 1.0 version, which will continue to grow as we invest in technology behind that diabetes care. |
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Post by sayhey24 on Feb 24, 2023 14:59:14 GMT -5
I think this is my favorite part from the transcript
"And then on the type 2 market, I think one thing that'll play out over the next year is here in the U.S. is the GLPs have had tremendous success. The weight loss category is growing. And that's really insulin, either declining the market or pushing it later. And I think what people are going to see is that despite all the great success of GLPs, patients are still going to need mealtime control.
They're still going to need to get some extra help there. And I do believe that Afrezza's going to play a role in that. But at the side, as we look at our progress for the year, do we want to do a study using Afrezza on top of GLP1 where we have no data? Is that something either investigator does or something we want to do? That's kind of the next way we think about diabetes is."
To answer Mike's question - Yes Mike you do ASAP and please call the maker of icodec who also makes Ozempic and who is losing market share to Mounjaro and put an agreement together with them before ADA2023 so you can do the study in partnership with them.
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Post by hellodolly on Feb 24, 2023 15:44:34 GMT -5
I think this is my favorite part from the transcript "And then on the type 2 market, I think one thing that'll play out over the next year is here in the U.S. is the GLPs have had tremendous success. The weight loss category is growing. And that's really insulin, either declining the market or pushing it later. And I think what people are going to see is that despite all the great success of GLPs, patients are still going to need mealtime control. They're still going to need to get some extra help there. And I do believe that Afrezza's going to play a role in that. But at the side, as we look at our progress for the year, do we want to do a study using Afrezza on top of GLP1 where we have no data? Is that something either investigator does or something we want to do? That's kind of the next way we think about diabetes is." To answer Mike's question - Yes Mike you do ASAP and please call the maker of icodec who also makes Ozempic and who is losing market share to Mounjaro and put an agreement together with them before ADA2023 so you can do the study in partnership with them. I can't stop agreeing with you, LOL. |
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Post by prcgorman2 on Feb 24, 2023 15:56:15 GMT -5
A couple of highlights. www.fool.com/earnings/call-transcripts/2023/02/24/mannkind-mnkd-q4-2022-earnings-call-transcript/?source=eptyholnk0000202We're facing a delay in FDA approval for Tyvaso DPI, one compound in clinical trials, which is Afrezza for INHALE-1 that just started and a commercial revenue stream with just Afrezza. As we end the year, we have three marketed products, -two we market and one that's marketed by United Therapeutics, -two compounds in clinical trials with Afrezza INHALE-1 and halfway rolled out and kicking off to completing phase 1 and 4 commercial revenue streams. -approaching $100 million exiting 2022. *************************************************************************** As we look over the next 12 to 15 months, there are several key mantras coming out. -Number one, we have the kickoff of InHealth really has occurred with AATD. -We have a BluHale launch, which is really integrating CGM into a technology platform that attach to the Afrezza device and that will start to read CGM along with Dupi and be our first kind of platform as we start to think about how to incorporate AI into our future predictive dosing. This is a 1.0 version, which will continue to grow as we invest in technology behind that diabetes care. Yikes. First sentence after the web link has a mistake. It says, "We're facing a delay...". That is not correct. (It reminds me of "Rest and grow" which was also an ugly mistake in a transcript.)
The version of the transcript at Seeking Alpha shows that Mike was comparing the situation a year ago when they "...were facing a delay..." in FDA approval of Tyvaso DPI.
That's an obvious mistake for those who know that Tyvaso DPI was approved and has been selling very well, and is quickly becoming the UTHR flagship product with UTHR significantly increasing their guidance on Tyvaso DPI revenue.
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