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Post by tarheelblue004 on May 8, 2024 15:55:41 GMT -5
Wow, amazing results for what I thought would be the last "flat" quarter. Great cost management by Mike, Steve and team. Can't wait for the conference call, but mostly can't wait for Q2 and Q3  |
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Post by boytroy88 on May 8, 2024 16:11:23 GMT -5
I'm with them also but looked at my other two brokerage instead. Love their APR for bank sweep. Hope they continue to keep that percentage where it's at. You get about 5%? Yep. |
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Post by Chris-C on May 8, 2024 17:01:07 GMT -5
Wow, amazing results for what I thought would be the last "flat" quarter. Great cost management by Mike, Steve and team. Can't wait for the conference call, but mostly can't wait for Q2 and Q3 Away we go! Just getting started folks. GLTAL Chris C |
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Post by prcgorman2 on May 8, 2024 17:35:43 GMT -5
Wow, amazing results for what I thought would be the last "flat" quarter. Great cost management by Mike, Steve and team. Can't wait for the conference call, but mostly can't wait for Q2 and Q3 You remind me of a comment from ktim on the shoutbox about deeper pipeline investment (with which I agree). I've said before I appreciate the conservative management style of Mike and Steven. I hope it continues (because it matches my sentiments), but a consequence of that is managing expenses based on revenues and keeping an eye on achieving profitability. Mike's paid for having said a pipeline candidate approval per year is his goal. I assume it is still his goal but its obvious the pipeline has to be deeper to do that, particularly since many drugs never make it to FDA approval. In that regard it helps that part of the TechnoSphere strategy is to leverage the value of bio-availability of pipeline therapeutics which are off-patent. i.e., it's not a new drug, it's a new route of administration which can prove superior to oral, subq injection, et cetera. The bottom-line is deepening the pipeline takes cash, people, facilities, et cetera, and success with early candidates can contribute meaningfully to broadening and reducing time between approval of candidates for "shots on goal". |
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Post by sayhey24 on May 8, 2024 18:23:30 GMT -5
Wow, amazing results for what I thought would be the last "flat" quarter. Great cost management by Mike, Steve and team. Can't wait for the conference call, but mostly can't wait for Q2 and Q3 You remind me of a comment from ktim on the shoutbox about deeper pipeline investment (with which I agree). I've said before I appreciate the conservative management style of Mike and Steven. I hope it continues (because it matches my sentiments), but a consequence of that is managing expenses based on revenues and keeping an eye on achieving profitability. Mike's paid for having said a pipeline candidate approval per year is his goal. I assume it is still his goal but its obvious the pipeline has to be deeper to do that, particularly since many drugs never make it to FDA approval. In that regard it helps that part of the TechnoSphere strategy is to leverage the value of bio-availability of pipeline therapeutics which are off-patent. i.e., it's not a new drug, it's a new route of administration which can prove superior to oral, subq injection, et cetera. The bottom-line is deepening the pipeline takes cash, people, facilities, et cetera, and success with early candidates can contribute meaningfully to broadening and reducing time between approval of candidates for "shots on goal". Do you mean like Saxenda? This conservative approach is making my head explode. At least he finally came to his senses on V-Go. Its time to ramp up 2 studies; a P1 for Saxenda DPI; and a P3 where there are two arms; afrezza goes head to head with GLP1s; and a second arm which afrezza is added to a GLP1. |
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Post by casualinvestor on May 8, 2024 19:26:02 GMT -5
You remind me of a comment from ktim on the shoutbox about deeper pipeline investment (with which I agree). I've said before I appreciate the conservative management style of Mike and Steven. I hope it continues (because it matches my sentiments), but a consequence of that is managing expenses based on revenues and keeping an eye on achieving profitability. Mike's paid for having said a pipeline candidate approval per year is his goal. I assume it is still his goal but its obvious the pipeline has to be deeper to do that, particularly since many drugs never make it to FDA approval. In that regard it helps that part of the TechnoSphere strategy is to leverage the value of bio-availability of pipeline therapeutics which are off-patent. i.e., it's not a new drug, it's a new route of administration which can prove superior to oral, subq injection, et cetera. The bottom-line is deepening the pipeline takes cash, people, facilities, et cetera, and success with early candidates can contribute meaningfully to broadening and reducing time between approval of candidates for "shots on goal". Do you mean like Saxenda? This conservative approach is making my head explode. At least he finally came to his senses on V-Go. Its time to ramp up 2 studies; a P1 for Saxenda DPI; and a P3 where there are two arms; afrezza goes head to head with GLP1s; and a second arm which afrezza is added to a GLP1. Mannkind is just being smart about the drugs they choose, because Saxenda is a terrible choice for Technosphere. Drugs that work poorly in bloodstream injection will also likely be bad for Technosphere. From wikipedia on Liraglutide (Saxenda) subq injection is required to keep the drug in the blood for long enough to do anything. Semaglutide (Ozempic) is once weekly injection. And while that sounds much better for Technosphere in some respects, a once weekly injection is a lot easier to be compliant on than several injections a day. Novo can't crank out enough of this stuff the way they are making it now. They have no reason to bother with Technophere complicating things and driving up the price more. There are a number of things that make drugs bad choices for Technosphere (molecule size has to be below a certain number, I think this makes it bad for vaccines...there was a thread). And believe it or not MNKD is looking at all the things that we don't when making a choice on drugs to start studies on. |
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Post by brentie on May 8, 2024 20:39:25 GMT -5
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Post by sayhey24 on May 9, 2024 6:19:22 GMT -5
Do you mean like Saxenda? This conservative approach is making my head explode. At least he finally came to his senses on V-Go. Its time to ramp up 2 studies; a P1 for Saxenda DPI; and a P3 where there are two arms; afrezza goes head to head with GLP1s; and a second arm which afrezza is added to a GLP1. Mannkind is just being smart about the drugs they choose, because Saxenda is a terrible choice for Technosphere. Drugs that work poorly in bloodstream injection will also likely be bad for Technosphere. From wikipedia on Liraglutide (Saxenda) subq injection is required to keep the drug in the blood for long enough to do anything. Semaglutide (Ozempic) is once weekly injection. And while that sounds much better for Technosphere in some respects, a once weekly injection is a lot easier to be compliant on than several injections a day. Novo can't crank out enough of this stuff the way they are making it now. They have no reason to bother with Technophere complicating things and driving up the price more. There are a number of things that make drugs bad choices for Technosphere (molecule size has to be below a certain number, I think this makes it bad for vaccines...there was a thread). And believe it or not MNKD is looking at all the things that we don't when making a choice on drugs to start studies on. I am basing my comments on the great P1 results which MNKD had with native GLP1 and Technosphere. I am also basing them on the comments from the Pfizer CEO who is still trying to develop an "oral" and Amgen which just dropped their attempts. In the weight loss market no one wants to inject but thats what they have right now. If Nova can not crank the stuff out fast enough there seems to be great market demand. Its a $100B+ market. Three big problems are nausea, price and the need to take long term. There is no current "maintenance" approach. Since we already did the GLP1 P1 we already know it works really well with native GLP1. I would think the molecule size of Saxenda is pretty close to native GLP1 and Saxenda should over come the half life issues you posted above since its an analog. So far MNKD has been pulling things from the file cabinet which MNKD was looking at many years ago for potential Technosphere use. MNKD-101 and MNKD-201 are examples. However, the one Al Mann was really excited about was GLP1 on Technosphere. From a cost perspective, I would position Saxenda DPI to "significantly" under cut the current market. I would take lessons learned from afrezza and apply to Saxenda DPI knowing BP will never allow it to get insurance coverage. Of course, this is me. Mike has his own ideas. One was to buy and waste a couple of years on V-Go. It seemed as of yesterday he has finally listened. Another is to ignore the T2 market for afrezza and not do the afrezza/Glp1 studies which should already be under way. Gestational should have been done years ago. The good news is we are finally talking about it but its long over due. Lets stop talking and start doing. |
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Post by casualinvestor on May 9, 2024 8:30:02 GMT -5
You are missing the points:
Liraglutide/Saxenda DPI won't work because of pharmacology. It will hit the bloodstream, be degraded in minutes and have no noticeable affect. DPI has no way to get to subcutaneous tissue to bind for slow release The previous may not be true, albumin is also in the bloodstream. Despite that, the slow subcutaneous absorption is an advantage for this drug even when it's a disadvantage for insulin analogs
Novo can't make enough Ozempic to satisfy demand. THEY have no reason to put it on Technosphere which will just slow production, and they have years of exclusivity left. Berating Mike for not getting a slice of that pie is like going after him for not getting a billion dollar grant from Mark Cuban.
Molecule size is more about vaccines (and possibly other drugs), but I used it as an example of the limits of Technosphere that we don't regularly think about. Similar to how I was once excited about anti-migraine DPI. Then I saw how anti-migraine nasal sprays were coming out. The price of DPI vs aerosol would be a big problem.
Technosphere is great, but it's great in a narrow band of drug types that insulin happens to be part of.
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Post by dh4mizzou on May 9, 2024 8:42:45 GMT -5
I'm sorry but WTF is going on with the SP?
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Post by notamnkdmillionaire on May 9, 2024 8:55:50 GMT -5
I'm sorry but WTF is going on with the SP? The same as has always been the case. There is literally no demand or interest in the stock from those that matter in the market, i.e, top tier brokerage houses and institutions. Short interest = still high Institutional investors = <50% Low level brokerage firms only cover. The street truly does not like this company nor does it equate the royalty income as growth. The best way to describe this stock as it being a utility stock without issuing a dividend. |
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Post by cjm18 on May 9, 2024 9:05:56 GMT -5
I'm sorry but WTF is going on with the SP? Peds approval more than year away. Same with mnkd 101 Revenue won’t go up much until then. |
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rebby
Researcher
Posts: 79
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Post by rebby on May 9, 2024 9:09:25 GMT -5
I'm sorry but WTF is going on with the SP? Peds approval more than year away. Same with mnkd 101 Revenue won’t go up much until then. I don’t believe this is accurate. TDPI revenues should more than double over the next 18-24 months |
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Post by cretin11 on May 9, 2024 9:16:58 GMT -5
“28th earnings call”
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Post by ryster505 on May 9, 2024 9:19:17 GMT -5
And what’s your issue with that statement? |
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