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Post by sla55 on May 10, 2023 7:33:43 GMT -5
investors.mannkindcorp.com/news-releases/news-release-details/mannkind-corporation-participate-2023-rbc-capital-markets-globalMannKind Corporation to Participate in the 2023 RBC Capital Markets Global Healthcare Conference DANBURY, Conn. and WESTLAKE VILLAGE, Calif., May 10, 2023 (GLOBE NEWSWIRE) -- MannKind Corporation (Nasdaq: MNKD), a company focused on the development and commercialization of inhaled therapeutic products and devices for patients with endocrine and orphan lung diseases, announced today that its Chief Executive Officer, Michael Castagna, PharmD, will participate in a Fireside Chat at the 2023 RBC Capital Markets Global Healthcare Conference on Tuesday, May 16, 2023 at 2:05 pm (ET) at the InterContinental New York Barclay. Interested parties can access a link to the webcast from the News & Events section of the Company’s website at Events & Presentations. The webcast replay will remain available for 14 days following the live presentation.
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Post by sportsrancho on May 11, 2023 9:55:12 GMT -5
Equity raise?
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Post by ktim on May 11, 2023 14:57:24 GMT -5
Someone is stirring the pot, lol
That joke is "too soon"... literally too soon after Mike stated that they weren't going to do an equity offering.
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Post by anderson on May 12, 2023 7:15:47 GMT -5
Is it Christmas already?
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Post by sr71 on May 16, 2023 17:41:36 GMT -5
MC's presentation today at the RBC conference was his best ever I believe. He was confident, relaxed, spoke clearly, and his internet connection was excellent. Better still, he articulated very well Mannkind's game plan filling in a little more of the details on what we already knew, and reiterated that the diabetes business WILL reach cash flow breakeven by yearend. But most importantly, I did not get any impression at all that he was purposely NOT telling us something important. If general market trends push share price back down to $4 or so, it may be time for me to buy a little more. investors.mannkindcorp.com/events-and-presentationsIf you don't have time to listen to all of it, then just do the second half. |
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Post by Clement on May 16, 2023 17:58:07 GMT -5
He said that MNKD and UTHR are indeed exploring the possibility of the second product.
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Post by prcgorman2 on May 16, 2023 19:27:53 GMT -5
Mann o Mann, this little company just keeps looking better and bettter. I hope “exploring” the second product changes to “committed to co-developing” the second product.
To borrow a quote from the movie “Jaws”, “We’re going to need a bigger boat.”
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Post by sayhey24 on May 16, 2023 21:02:10 GMT -5
After all these years Mike finally sounds like us. Nothing beats afrezza and you really don't need the pump. I sure hope he is right that you take the once a week basal and afrezza at meals. He also hinted at a 1.5 to 2.0 A1c reduction in the Indian study. I sure hope he is right as that would be huge.
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Post by tarheelblue004 on May 16, 2023 21:25:40 GMT -5
Great call. I loved that they started from the beginning of MannKind, then jumped to the future pipeline and worked backwards to today. Great storytelling of a great story.
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Post by mango on May 16, 2023 21:50:12 GMT -5
After all these years Mike finally sounds like us. Nothing beats afrezza and you really don't need the pump. I sure hope he is right that you take the once a week basal and afrezza at meals. He also hinted at a 1.5 to 2.0 A1c reduction in the Indian study. I sure hope he is right as that would be huge. Would MannKind be able to submit that data to ADA for a favorable SoC update? |
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Post by mango on May 16, 2023 21:52:15 GMT -5
He said that MNKD and UTHR are indeed exploring the possibility of the second product. I can’t wait! Oh, and shorts are toast.  |
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Post by sayhey24 on May 17, 2023 6:24:35 GMT -5
After all these years Mike finally sounds like us. Nothing beats afrezza and you really don't need the pump. I sure hope he is right that you take the once a week basal and afrezza at meals. He also hinted at a 1.5 to 2.0 A1c reduction in the Indian study. I sure hope he is right as that would be huge. Would MannKind be able to submit that data to ADA for a favorable SoC update? You don't submit with the ADA you lobby. They should be able to use the India data along with the pump switch study for FDA label updates. For the ADA it depends on how much effort and money Mike is willing spend. He has told us for the T2s V-Go is the focus (of course I think he should throw V-Go in the trash can). He also just said 40% of the RAA market is on Medicare. There is even a bigger T2 Medicare market on antiglycemics. As I have told him he needs to get the afrezza/glp1 study going and on the previous call he said the initial study is coming. If he can show an A1c reduction equal to or better than GLP1s then we are in business. If he can show afrezza when used with GLP1s to better control post prandial glucose then we are in business. We know the answers here but he needs the studies. We also know that the A1cs start to rise again after a couple of years of GLP1 use and most have already stopped using GLP1s in 2 years. |
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Post by prcgorman2 on May 17, 2023 6:28:13 GMT -5
I remember reading decades ago that one of the biggest challenges that faced Steve Jobs and Apple in the early days was the disasterous possibility of demand far outstripping supply. This is even prior to the iPhone. Mike’s comments in the last earnings call regarding expansion of production capabilities for Tyvaso DPI and the “up to 5 years” for bringing another full-scale Danbury-equivalent production facility on-line actually has me concerned. We all want the hockey stick of sales for Afrezza. What is the plan if that actually came to fruition in the next 3 years?
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Post by cppoly on May 17, 2023 6:34:28 GMT -5
Does anybody have an updated milestone time line based on this presentation and the CC? Where's Mango at? I heard some updates on the call that they were expecting some events in the short term to play out. |
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Post by mango on May 17, 2023 7:08:17 GMT -5
Excellent call. Mike was concise, articulate, thorough and personal, and had clear audio. Quick notes whilst listening. I ran out of time, maybe missed the last 5 or so minutes. Someone mentioned Mike said they are still exploring the second molecule with UT, I did not hear that but maybe just missed it (or was at the end). Clofazimine will be huge. It will be the second only FDA approved treatment for this rare lung disease and it will be a revolutionary medical advancement for these patients (notice the trend here?) We already have a partner for Japan (not named). Macrophages take the drug deep into the tissue. We have a dry powder version of Clofazimine. No mention if/when this will be utilized in conjunction with or instead of nebulizer. MannKind has reduced and de-risked the side effect profile commonly associated with Clofazimine. TGFbeta possible clinical trial initiation as early as next year—goal is to make this a Phase 1/3 trial, a single clinical trial for approval. High risk, high reward asset. If any 3 or 4 of the pipeline assets are successful there will be some really RICH shareholders—Mike’s words (paraphrasing). Diabetes franchise WILL be cash flow break even by the end of this year. Mike mentioned the India trial. He mentioned 1.5-2% reduction but did not say that was the outcome. He said IF it shows those numbers. Data is coming out soon. Mike probably already knows the data. I think it may be foreshadowing. Could be huge. Mike is challenging pumps with the Pump switch trial. Large clinical trial. Could be huge. I agree with sayhey, michaelcastagna sounded like us here at proboards. Overall, excellent call and I’m super excited about the future! |
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