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Post by casualinvestor on Nov 13, 2024 9:57:59 GMT -5
Mid-2025, there will be competition from LQDA. It will have some impact on the bottom line, which is why I think IPF will be needed to get the $50M
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Post by Clement on Nov 13, 2024 10:18:34 GMT -5
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Post by Thundersnow on Nov 13, 2024 19:06:49 GMT -5
Heard on the UTHR chat yesterday MNKD manufacturing will max out at 25,000 patients and UTHR's new facility will max out at 50,000 patients in 2027.
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Post by ptass on Nov 13, 2024 19:43:44 GMT -5
Heard on the UTHR chat yesterday MNKD manufacturing will max out at 25,000 patients and UTHR's new facility will max out at 50,000 patients in 2027. Thanks for the info. I went and listened to the UTHR presentation and they also started the Mannkind facility is essentially at the 25,000 patient capacity with the upgrades this year. During the MNKD conference call Mike said approximately 5,000 patients are currently on Tyvaso DPI. Seems like we can easily meet growing demand for a long time. |
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Post by bthomas55ep on Nov 13, 2024 19:55:47 GMT -5
Heard on the UTHR chat yesterday MNKD manufacturing will max out at 25,000 patients and UTHR's new facility will max out at 50,000 patients in 2027. Thanks for the info. I went and listened to the UTHR presentation and they also started the Mannkind facility is essentially at the 25,000 patient capacity with the upgrades this year. During the MNKD conference call Mike said approximately 5,000 patients are currently on Tyvaso DPI. Seems like we can easily meet growing demand for a long time. This does bring a question to mind - if mnkd can max out the TDPI in the facility, you've also got Afrezza lines hopefully growing in there.... what about ntab dpi, where does production for it go? Just thinking out loud here. |
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rebby
Researcher
Posts: 79
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Post by rebby on Nov 13, 2024 21:49:18 GMT -5
Thanks for the info. I went and listened to the UTHR presentation and they also started the Mannkind facility is essentially at the 25,000 patient capacity with the upgrades this year. During the MNKD conference call Mike said approximately 5,000 patients are currently on Tyvaso DPI. Seems like we can easily meet growing demand for a long time. This does bring a question to mind - if mnkd can max out the TDPI in the facility, you've also got Afrezza lines hopefully growing in there.... what about ntab dpi, where does production for it go? Just thinking out loud here. TDPI production transitions to UTHR’s new facility which opens capacity for the pipeline |
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Post by bthomas55ep on Nov 14, 2024 3:17:37 GMT -5
This does bring a question to mind - if mnkd can max out the TDPI in the facility, you've also got Afrezza lines hopefully growing in there.... what about ntab dpi, where does production for it go? Just thinking out loud here. TDPI production transitions to UTHR’s new facility which opens capacity for the pipeline I guess I was thinking or understood they would cap mnkd's facility out at 25,000 TDPI patients, then would also cap uthr's new facility out too with the next 50,000 and then would still need even more capacity if the full market potential was realized for TDPI with the success of the TETON studies? If so, still think something's got to give for additional mnkd molecule production growth? I'm not sure. |
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Post by prcgorman2 on Nov 14, 2024 7:37:00 GMT -5
The NTM patent population for clofazimine is relatively small, so production capacity wouldn’t be big and in any case the development for approval is not using TechnoSphere but I don’t know how production is planned for clofazimine. Nintedanib DPI might require capacity expansion. We can only dream we’ll have a significant capacity constraint for Afrezza, but it is a lovely dream. The 3Q EC didn’t have any information on any other pipeline candidates but safe to say I think that the oft repeated goal (by cretin11) of a pipeline candidate ready for approval per year is years away.
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Post by parrerob on Nov 15, 2024 13:18:47 GMT -5
Personally not buying (and selling) any more shares since 2021.....
If We close below 6.77 the day after I will buy 10k shares
HonkyTonky
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Post by veritasfiliatemporis on Nov 22, 2024 8:58:17 GMT -5
Am I counting right? Will we hit 20 days if we remain above the $6.77 SP through the close on November 22nd? If today we close above 6,77 we should be at 19/20 I presume... |
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Post by BD on Nov 22, 2024 9:12:33 GMT -5
Yup. Today would be 19.
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