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Post by mpg54 on Oct 17, 2023 23:24:52 GMT -5
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Post by MnkdWASmyRtrmntPlan on Oct 23, 2023 18:32:55 GMT -5
Access to Seeking Alpha is needed to see that.
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Post by MnkdWASmyRtrmntPlan on Oct 23, 2023 19:20:57 GMT -5
Source: Tyvaso DPI marketTyvaso DPI is a dry powder inhaler that treats pulmonary arterial hypertension (PAH). It was approved by the FDA in June 2022 [ for both PAH and ILD indicatwions]. United Therapeutics Corporation estimates that Tyvaso DPI will have peak use of over $1 billion for PAH. They also estimate a potential opportunity of over $2 billion for PH-ILD. The global PAH market was valued at $5.4 billion in 2023. It's projected to reach $12.7 billion by 2033, growing at a compound annual growth rate (CAGR) of 5.4%. Tyvaso is a sterile formulation of treprostinil, a prostacyclin mimetic. It's supplied in 2.9 mL low density polyethylene (LDPE) ampules, containing 1.74 mg treprostinil (0.6 mg/mL). A monthly supply costs $29,886, making Tyvaso the 14th most expensive drug in the U.S.. --- My back of napkin chicken-scratch: So, UT estimates their (Pah+ILD) Tyvaso DPI market to be $3 billion. Mannkind gets low double-digit royalties. 10 is the lowest double-digit number. So, 10% of $3 Billion is $300 Million. Not bad  ) And, the nice thing about collecting royalties is that after the sunk cost of R&D work has been incurred, royalties are cream. Put your feet up on the desk, light up your cigar and let the digital deposits come rolling in to fill up your bank account. In other words, collecting revenue from royalties doesn't incur any (or, not many, anyway) expenses. Mannkind's 2022 Revenue was about $100 Million (which included several Million for 2022 Q3 + Q4's Tyvaso DPI sales). If our Revenue increased $300 M to $400 M without any/many expenses, that all goes to the bottom line, which, need I say, will also be very helpful for Stock Price, and "our" bottom line. And if/when UT goes global, PAH market is estimated to be over 5-times that amount (I couldn't find global ILD market size) |
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Post by Clement on Oct 24, 2023 8:35:07 GMT -5
Tyvaso in Q2 2023 totaled $319M. That run rate gives you $1.276B annually. This annual number is for Tyvaso-total (both Tyvaso and T-DPI). I thought it interesting that Tyvaso-total is already at a significant percentage of that $3B peak estimate for T-DPI in PAH and PH-ILD.
(Note: UTHR said that going forward , T-DPI is 70% of Tyvaso-total.)
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Post by castlerockchris on Oct 24, 2023 9:58:35 GMT -5
It is always nice to see a positive piece on a stock I own. At the same time momma always said "if you don't have anything nice to say, don't say anything at all." Hey wait, I just got that this statement in and of itself, is saying something not nice! Oh momma and your cleverness, subtly snipping while putting on the pretense of being civil, sweet and altruistic. In that case SA articles are rarely worth the bits and bytes they take up on the intraweb, and this one is saying nothing at all, err, sorry momma. Here, here is something nice to say - most people here on ProBoards have a better understanding of this stock than the people writing about it for SA. See what I did there momma? learning at the feet of the masters.
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Post by Clement on Oct 24, 2023 10:04:14 GMT -5
Oh momma!
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