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Post by Clement on Aug 8, 2023 7:25:48 GMT -5
Here it is in the transcript. Mike said, " There is an IP update from United Therapeutics in their recent quarterly earnings, where we heard the patent for ILD should be issued and give allowance through 2042." |
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Post by agedhippie on Aug 10, 2023 22:38:37 GMT -5
Here it is in the transcript. Mike said, " There is an IP update from United Therapeutics in their recent quarterly earnings, where we heard the patent for ILD should be issued and give allowance through 2042." It's a little misleading because what the patent will not do is prevent LQDA from selling into the PH-ILD market. LQDA filed the paper work with the FDA before the patent was issued so: " ...there will be no 30-month stay at the FDA that attaches to this new patent. While we expect United may file a lawsuit alleging that a liquidity infringes this new patent, we would not automatically be delayed in our ability to seek final approval for the PH-ILD indication. Instead, the burden would be on United to seek and prevail on obtaining a preliminary injunction. To do so, the burden would be on United to demonstrate among other things that they are substantially likely to prevail on the merits of the case. Historically, the courts have generally declined to grant preliminary injunctions in situations where there are substantial questions as to the validity of the patented issue." (From the LQDA earnings call today) They went on to discuss the problems the patent would have with prior art, not least from UTHR's own '793 patent! In short, this patent may delay other competitors, but not LQDA. I was curious about the impact of that patent. |
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Post by prcgorman2 on Aug 11, 2023 7:29:25 GMT -5
They gave you LQDA’s view. The doctor attorney CEO of United Thereapeutics might (would) give a different view. :-)
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Post by agedhippie on Aug 11, 2023 8:03:02 GMT -5
They gave you LQDA’s view. The doctor attorney CEO of United Therapeutics might (would) give a different view. :-) You may well be right about the validity of the patent. I can't see LQDA saying that it all looks good.  The eligibility to compete in the PH-ILD market is solid though since that's a defined process and if the steps are followed then the outcome is certain. Once it gets into legal areas like the validity of patents things become a lot more hazy. |
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Post by prcgorman2 on Aug 11, 2023 9:51:12 GMT -5
They gave you LQDA’s view. The doctor attorney CEO of United Therapeutics might (would) give a different view. :-) You may well be right about the validity of the patent. I can't see LQDA saying that it all looks good. The eligibility to compete in the PH-ILD market is solid though since that's a defined process and if the steps are followed then the outcome is certain. Once it gets into legal areas like the validity of patents things become a lot more hazy. Given UTHR's rosy outlook for Tyvaso DPI that just keeps getting rosier, I've no problem with LQDA getting to wet their beak. I'm not concerned that there may be some dramatic improved patient experience with LQDA's product compared to Tyvaso DPI and thereby prove a substantial threat to the domination being achieved by UTHR and Tyvaso DPI. I am somewhat amused that UTHR filed a new patent as yet another legal stumbling block for LQDA. UTHR's strategy for maintaining market share has been brilliant. Acquire one potential competitor, sue another, partner with the 3rd (MNKD). Dr. Rothblatt is a shrewd businessperson. I think she rightly recognized the value of an improved inhalable version of treprostinil. I assume both LQDA's and MNKD's products were under consideration, and I remember reading on ProBoards that apparently LQDA was also approached about a buyout but it fell through for whatever reasons. The result? Tyvaso DPI. Dare I say it? The MannKind story is edging toward "epic". |
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Post by agedhippie on Aug 11, 2023 10:29:28 GMT -5
Given UTHR's rosy outlook for Tyvaso DPI that just keeps getting rosier, I've no problem with LQDA getting to wet their beak. I'm not concerned that there may be some dramatic improved patient experience with LQDA's product compared to Tyvaso DPI and thereby prove a substantial threat to the domination being achieved by UTHR and Tyvaso DPI. I am somewhat amused that UTHR filed a new patent as yet another legal stumbling block for LQDA. UTHR's strategy for maintaining market share has been brilliant. Acquire one potential competitor, sue another, partner with the 3rd (MNKD). Dr. Rothblatt is a shrewd businessperson. I think she rightly recognized the value of an improved inhalable version of treprostinil. I assume both LQDA's and MNKD's products were under consideration, and I remember reading on ProBoards that apparently LQDA was also approached about a buyout but it fell through for whatever reasons. The result? Tyvaso DPI. Dare I say it? The MannKind story is edging toward "epic". I think there was a question in one LQDA transcript about market share with respect to UTHR and Merck (Sotatercept) to which the response was that the market was big enough to support everyone. It's why I am not stressed about competition here. |
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Post by ryster505 on Aug 11, 2023 12:16:38 GMT -5
So..Aged…About at what point are you going to wet your “beak”, and invest back into Mannkind? Given UTHR's rosy outlook for Tyvaso DPI that just keeps getting rosier, I've no problem with LQDA getting to wet their beak. I'm not concerned that there may be some dramatic improved patient experience with LQDA's product compared to Tyvaso DPI and thereby prove a substantial threat to the domination being achieved by UTHR and Tyvaso DPI. I am somewhat amused that UTHR filed a new patent as yet another legal stumbling block for LQDA. UTHR's strategy for maintaining market share has been brilliant. Acquire one potential competitor, sue another, partner with the 3rd (MNKD). Dr. Rothblatt is a shrewd businessperson. I think she rightly recognized the value of an improved inhalable version of treprostinil. I assume both LQDA's and MNKD's products were under consideration, and I remember reading on ProBoards that apparently LQDA was also approached about a buyout but it fell through for whatever reasons. The result? Tyvaso DPI. Dare I say it? The MannKind story is edging toward "epic". I think there was a question in one LQDA transcript about market share with respect to UTHR and Merck (Sotatercept) to which the response was that the market was big enough to support everyone. It's why I am not stressed about competition here. |
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Post by agedhippie on Aug 11, 2023 12:35:15 GMT -5
So..Aged…About at what point are you going to wet your “beak”, and invest back into Mannkind? I have always been clear on that. I need the share price to get above $5 and stay there for a decent length of time. I got out all those years ago just before the reverse split and I need the share price to return to that point. Right now I don't think Mannkind knows how to sell Afrezza (not saying that I do, but then I am not paid to know), and UTHR looks like a nice cashflow but also a high concentration risk. What I would like to see is at least two other big, not necessarily huge, pharmas like UTHR using TS. My view is that selling access to TS is where the money is. |
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Post by peppy on Aug 11, 2023 12:56:03 GMT -5
So..Aged…About at what point are you going to wet your “beak”, and invest back into Mannkind? I have always been clear on that. I need the share price to get above $5 and stay there for a decent length of time. I got out all those years ago just before the reverse split and I need the share price to return to that point. Right now I don't think Mannkind knows how to sell Afrezza (not saying that I do, but then I am not paid to know), and UTHR looks like a nice cashflow but also a high concentration risk. What I would like to see is at least two other big, not necessarily huge, pharmas like UTHR using TS. My view is that selling access to TS is where the money is.Ditto. MRK LLY REGN PFE GSK etc. Plenty of medications. |
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Post by agedhippie on Aug 11, 2023 13:56:07 GMT -5
I have always been clear on that. I need the share price to get above $5 and stay there for a decent length of time. I got out all those years ago just before the reverse split and I need the share price to return to that point. Right now I don't think Mannkind knows how to sell Afrezza (not saying that I do, but then I am not paid to know), and UTHR looks like a nice cashflow but also a high concentration risk. What I would like to see is at least two other big, not necessarily huge, pharmas like UTHR using TS. My view is that selling access to TS is where the money is.Ditto. MRK LLY REGN PFE GSK etc. Plenty of medications. I always felt that TS was where the money was and that Afrezza was intended as a demonstration (look what we have done to the insulin market, sign up for us to help you as well...) That's probably not a popular view though  |
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Post by celo on Aug 11, 2023 16:35:47 GMT -5
Two more pharmas signing up with Mannkind's TS with a medication that already has market share? Can you imagine the price after those two press releases? Mankind's next contract with Pharma x will be better than the one they signed with United. Mannkind has already shown with Tyvaso that their TS can be an easy winner. The potential at the time two pharmas come in would be massive and easily discerned by the market.
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Post by uvula on Aug 11, 2023 17:26:29 GMT -5
Two more pharmas signing up with Mannkind's TS with a medication that already has market share? Can you imagine the price after those two press releases? It will probably pop up to $5.75 before settling in at $5.25. |
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Post by tarheelblue004 on Aug 11, 2023 17:34:33 GMT -5
Lol 😂
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