|
|
Post by BD on Apr 30, 2024 16:39:52 GMT -5
Hey, I drank enough to increase my MNKD position to about 4% of my trading portfolio. And I'm pretty nervous about that.
|
|
|
|
Post by prcgorman2 on Apr 30, 2024 16:45:30 GMT -5
Not been a lot of kool-aid or hopium peddled here lately. And, thankfully, a lot less foo as well. Almost boring. I generally like it, although sayhey24 eliciting informative responses from agedhippie is always a welcome break from the quiet. Speaking of which, is there a debate here on the pipeline candidates we're missing? Surely there's something controversial about clofazimine and nintedanib. |
|
|
|
Post by cretin11 on Apr 30, 2024 18:01:02 GMT -5
I’d agree and nothing “almost” about it. It’s completely boring. That’s been the MNKD way for years now, and while it certainly could be better it also could be much worse.
BD, props on the bump up to 4%, you have nerves of steel! 😜
|
|
|
|
Post by agedhippie on May 1, 2024 7:52:18 GMT -5
Not been a lot of kool-aid or hopium peddled here lately. And, thankfully, a lot less foo as well. Almost boring. I generally like it, although sayhey24 eliciting informative responses from agedhippie is always a welcome break from the quiet. Speaking of which, is there a debate here on the pipeline candidates we're missing? Surely there's something controversial about clofazimine and nintedanib. The thing about orphan drugs is that they are almost anything is better than the alternative regardless of efficiency or side effects. I would expect clofazimine to work since it already works as an oral med, the question there is if inhaling it will improve the action which logically would seem likely. Likewise nintedanib was approved in 2014 so there is no reason it shouldn't work as an inhaled med that I can see. The only obstacle I can see is insurance. That shouldn't be a problem for clofazimine since there isn't a real option and it may be classed as a hospital benefit anyway. There is already an oral version of nintedanib so the outcome in that case matters far more or the insurers will just stick with the oral med (I am assuming the inhaled version will be more expensive.) |
|
|
|
Post by alethea on May 1, 2024 9:37:54 GMT -5
Hey, I drank enough to increase my MNKD position to about 4% of my trading portfolio. And I'm pretty nervous about that. MNKD is about 45% of my portfolio. I expect the share price to double or triple within a year or two. 92% INCREASE in Tyvaso DPI revenue in 1st quarter revenue from a year ago. Let that sink in...92%. Going to be over 100 million in royalties for MNKD this year. Clofazamine announcement and yesterday's Phase 1 Trial news are all, taken together going to finally send MNKD North. At this moment UTHR is up 7.5%. People might want to get on board. The train is quickly leaving the station. |
|
|
|
Post by alethea on May 1, 2024 9:39:00 GMT -5
PS. I bought as much UTHR this morning as I could after seeing their earnings.
|
|
|
|
Post by hellodolly on May 1, 2024 9:52:28 GMT -5
MannKind may not have (yet?) sought orphan drug status for nintedanib for IPF. One of the comments Mike made in the Oppenheimer presentation was that the oral version of nintedanib (Ofev) was poorly tolerated specifically because of severe diarrhea being a serious side effect. A TechnoSphere version of nintedanib might permit a higher bioavailable dose and be both more efficient and more tolerable without the side effect(s) encountered in oral administration. Considerations regarding insurance have been mentioned in that nintedanib is currently administered orally, but as noted with many side effects and thus, poorly tolerated. If this first-in-human study to evaluate safety, tolerability and pharmacokinetics (PK) in healthy volunteers can identify that balance between tolerance and less side effects via DPI, I would think that the doctors would desire to get the same outcome with fewer AEs? Insurance may want to pay fewer dollars but, we'll have to wait and see how if any shift occurs on that front, if this is even successful, with the end users and prescribers. A final thought, on Technosphere...as we know, has been able to increase bioavailability in Treprostinil, when delivered via DPI using less of the original mcg of the drug. I believe Mike has said that a reason for this is due to the inhalation and coverage of the lungs basically enriches the absorption and/or uptake into the blood. Therefore, less overall mcg required results in subsequently fewer side affects. That is the profile of DPI, so far. How many other drugs can MNKD find that will fall into that profile? I bet there may be several that Mike is already thinking about. |
|
