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Post by radgray68 on May 11, 2023 11:19:04 GMT -5
I feel that MNKD is severely undervalued in the market. They are getting NO love.
UTHR can save $200 Million for every 10,000 patients on DPI by simply buying MNKD outright. If UTHR is serious about going big and going global in a few years, buying MNKD is a no-brainer. Orphan lung dovetails well already. What do you think? Maybe they could buy-in first but IDK.
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Post by agedhippie on May 11, 2023 12:30:05 GMT -5
And I keep thinking I need more shares to. Lets Go! It’s evident from the CC UTHR is putting pressure on MNKD to increase their yield. Demand is through the roof and MNKD better step up. That would be unsurprising. If you have a rapidly growing product line you need to be able to meet demand. UTHR have a recurrent nightmare that they run out of road to continue blocking LQDA and LQDA vacuum up all the unmet demand. UTHR need to be meeting demand by the time LQDA launches which is probably about a year out. |
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Post by mcbone on May 11, 2023 12:33:07 GMT -5
I feel that MNKD is severely undervalued in the market. They are getting NO love. UTHR can save $200 Million for every 10,000 patients on DPI by simply buying MNKD outright. If UTHR is serious about going big and going global in a few years, buying MNKD is a no-brainer. Orphan lung dovetails well already. What do you think? Maybe they could buy-in first but IDK.
Martine is shrewd, as has been noted by others here. She needed a better delivery system for treprostinil and MNKD and UTHR both benefited tremendously from the deal. More than 1/2 of MNKD's revenues are now related to Tyvaso DPI ($23M out of $41M total), and it's early. The patient base is likely to greatly expand, such that Tyvaso DPI should continue to account for an increasingly larger % of MNKD revenues and achieve blockbuster status (greater than $2B/yr). Perhaps Martine also sees other opportunities that "dovetail" nicely with the Technosphere platform as you suggest. I think Martine would recognize these opportunities and be able to bring them to fruition way quicker if UTHR bought MNKD than if MNKD stayed independent.
Perhaps she is thinking about buying MNKD outright, as you suggest. But what if the BOD and MC don't want to be bought out? Will Martine attempt a hostile takeover? Could those newly authorized shares be used for a "poison pill," in the form of an offer to existing MNKD shareholders to buy some of those shares on the cheap?
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Post by mcbone on May 11, 2023 12:46:16 GMT -5
It’s evident from the CC UTHR is putting pressure on MNKD to increase their yield. Demand is through the roof and MNKD better step up. That would be unsurprising. If you have a rapidly growing product line you need to be able to meet demand. UTHR have a recurrent nightmare that they run out of road to continue blocking LQDA and LQDA vacuum up all the unmet demand. UTHR need to be meeting demand by the time LQDA launches which is probably about a year out. Another reason Martine might want to buy MNKD outright is so her team can directly control production of Tyvaso DPI and in turn demand is more likely to be met. |
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Post by mango on May 11, 2023 13:00:53 GMT -5
That would be unsurprising. If you have a rapidly growing product line you need to be able to meet demand. UTHR have a recurrent nightmare that they run out of road to continue blocking LQDA and LQDA vacuum up all the unmet demand. UTHR need to be meeting demand by the time LQDA launches which is probably about a year out. Another reason Martine might want to buy MNKD outright is so her team can directly control production of Tyvaso DPI and in turn demand is more likely to be met. It is in original licensing deal that UT would assume manufacture of product long term so its not surprising they plan to build a new manufacturing facility. My guess is that once Tyvaso DPI is approved for IPF then UT won't be able to afford to buy Tyvaso DPI right outright from MannKind much less buy the entire company. I don't think UT can afford MannKind right now either. |
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Post by radgray68 on May 11, 2023 14:03:05 GMT -5
UTHR can save every dime they pay MNKD for royalties and manufacturing by simply investing in MNKD. Didn’t REGN start their climb when Sanofi took a stake in them?
It just seems to me, a 10-15% stake should reap huge returns in the long run given MNKD’s perpetually depressed market capitalization.
JMHO
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Post by ktim on May 11, 2023 14:03:58 GMT -5
Afrezza is a beast could require alot of housekeeping😎. MC has turned this around and is growing the company I trust him to continue to do so. If he is not putting everything on the table I trust its in the best interest of the company I would have loved having shareholders like you in the companies I founded  |
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Post by ktim on May 11, 2023 14:10:22 GMT -5
UTHR can save every dime they pay MNKD for royalties and manufacturing by simply investing in it. A 10-15% stake should reap huge returns in the long run given our current depressed MCMike sounds really upbeat  |
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Post by alethea on May 11, 2023 15:41:26 GMT -5
I feel that MNKD is severely undervalued in the market. They are getting NO love. UTHR can save $200 Million for every 10,000 patients on DPI by simply buying MNKD outright. If UTHR is serious about going big and going global in a few years, buying MNKD is a no-brainer. Orphan lung dovetails well already. What do you think? Maybe they could buy-in first but IDK.
Martine is shrewd, as has been noted by others here. She needed a better delivery system for treprostinil and MNKD and UTHR both benefited tremendously from the deal. More than 1/2 of MNKD's revenues are now related to Tyvaso DPI ($23M out of $41M total), and it's early. The patient base is likely to greatly expand, such that Tyvaso DPI should continue to account for an increasingly larger % of MNKD revenues and achieve blockbuster status (greater than $2B/yr). Perhaps Martine also sees other opportunities that "dovetail" nicely with the Technosphere platform as you suggest. I think Martine would recognize these opportunities and be able to bring them to fruition way quicker if UTHR bought MNKD than if MNKD stayed independent.
Perhaps she is thinking about buying MNKD outright, as you suggest. But what if the BOD and MC don't want to be bought out? Will Martine attempt a hostile takeover? Could those newly authorized shares be used for a "poison pill," in the form of an offer to existing MNKD shareholders to buy some of those shares on the cheap?
I particularly like the part above, highlighted in Blue, about MNKD getting double digit Royalties on a BlockBuster Drug (2 Billion in sales). Such a wonderful change in MNKD's prospects. |
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Post by Clement on May 11, 2023 18:31:31 GMT -5
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Post by nadathing on May 11, 2023 18:43:09 GMT -5
I don’t think Afrezza has even reached niche drug status. Someone correct me if I’m wrong by definition. |
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Post by peppy on May 11, 2023 20:08:49 GMT -5
I don’t think Afrezza has even reached niche drug status. Someone correct me if I’m wrong by definition. I got a lesson on how health insurance works. I think for a type one, it is a dream. Case in point, "type1d11 All I can say is how amazed I am every time I use Afrezza ! There are so many things I love about it but two huge ones are how fast it’s in and out of system ! With no pre bolus and when you eat carbs and take it your sugars will actually come down too !" mnkd.proboards.com/post/252087Nada you were taking an SGLT2 correct? How is that going? Bexagliflozin (Brenzavvy) Canagliflozin (Invokana) Dapagliflozin (Farxiga) Empagliflozin (Jardiance) Ertugliflozin (Steglatro) Mar 16, 2023 |
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Post by anderson on May 12, 2023 7:00:48 GMT -5
It’s evident from the CC UTHR is putting pressure on MNKD to increase their yield. Demand is through the roof and MNKD better step up. That would be unsurprising. If you have a rapidly growing product line you need to be able to meet demand. UTHR have a recurrent nightmare that they run out of road to continue blocking LQDA and LQDA vacuum up all the unmet demand. UTHR need to be meeting demand by the time LQDA launches which is probably about a year out. Havent been keeping up with LQDA, but does LQDA have a large manufacturing plant(or building one right now) to produce the volume they would need to do this? |
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Post by akemp3000 on May 12, 2023 7:36:46 GMT -5
MC delivered language in the Q1 call that there's not a big concern by Mannkind or United Therapeutics about meeting production demands especially considering the current Mannkind plant expansion and UTHR's new plant coming several years later. Also consider that MC's explanation followed bold language and excitement regarding the upside volume potential. Wondering why the positive language in the call is suddenly a topic of concern? IMO, the takeaway from the call should be focused on the upside volume discussion, not can it be manufactured.
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Post by letitride on May 12, 2023 8:03:42 GMT -5
Afrezza is a beast could require alot of housekeeping😎. MC has turned this around and is growing the company I trust him to continue to do so. If he is not putting everything on the table I trust its in the best interest of the company I would have loved having shareholders like you in the companies I founded As a shareholder I expect greatness from the company as an employee I would demand it! |
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