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Post by letitride on Sept 10, 2024 3:46:51 GMT -5
One other possible courter.
1) Takeda Japan Location with world wide reach.
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Post by porkini on Sept 10, 2024 6:15:03 GMT -5
One other possible courter. 1) Takeda Japan Location with world wide reach. Does that car in your avatar have an airbag? Edit: Maybe I was thinking of Takata.  |
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Post by casualinvestor on Sept 10, 2024 8:52:00 GMT -5
I'm pretty sure there will be some backroom dealings over 201. Right now I would say Boehringer has the inside edge - their HQ is literally the next town over from Danbury. They have the franchise in OFEV and I'm not sure if MNKD can use OFEV DPI. Why can't they use Ofev DPI? Ofev's patents will be open to challenges from 06 March, 2026. Mike has already said this would be perfect timing for approval. FDA has granted exclusivity until Sept 2026. I know it's nitpicking since Mannkind will need more than 2 years to finish the P1 and then get through a P2/3, NDA, and get a decision from the FDA. UTHR has already passed (on second molecule in general or just on 201?). I don't recall a reason being given, and a quick google didn't find me the date it was announced. If I'm wrong, someone please correct me Possibly it just didn't fit with what they are doing? The timing was wrong? Back then they may have thought PH-COPD (now cancelled) was going to take up all of MNKD's time/production? I dunno. Just because they passed doesn't mean they can't show and interest later though Listening to Mike say there is a lot of interest to help pay for a P3, I think that the talk of "going it alone" with MNKD-201 is more of a bargaining stance than what he wants to do. That could just be personal bias, since I think MNKD should partner for 201 and solo it with 101 |
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Post by ktim on Sept 10, 2024 10:26:11 GMT -5
Sounds like Mike needs to be grounded to do his homework rather than entertaining so many courters  Haven't seen this much hyping about mergers, buyouts/buyins, partnerships, etc. in a long time. Fortunately now it doesn't have the same smell of desperation... rather, pumping from a position of strength  |
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Post by radgray68 on Sept 10, 2024 12:21:25 GMT -5
Mike did say, at least the way I understood his comment was, the time period for partnering on a second molecule with UTHR had expired under the terms of the original contract. It was asked by someone a few presentations ago but UTHR was more concerned about addressing the huge potential market for Tyvaso. They spent a half BILLION on a manufacturing facility instead.
I’m liking all the nuance you get from these presentations that they don’t always get into on the calls.
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Post by sayhey24 on Sept 10, 2024 13:36:24 GMT -5
Why can't they use Ofev DPI? Ofev's patents will be open to challenges from 06 March, 2026. Mike has already said this would be perfect timing for approval. FDA has granted exclusivity until Sept 2026. I know it's nitpicking since Mannkind will need more than 2 years to finish the P1 and then get through a P2/3, NDA, and get a decision from the FDA. UTHR has already passed (on second molecule in general or just on 201?). I don't recall a reason being given, and a quick google didn't find me the date it was announced. If I'm wrong, someone please correct me Possibly it just didn't fit with what they are doing? The timing was wrong? Back then they may have thought PH-COPD (now cancelled) was going to take up all of MNKD's time/production? I dunno. Just because they passed doesn't mean they can't show and interest later though Listening to Mike say there is a lot of interest to help pay for a P3, I think that the talk of "going it alone" with MNKD-201 is more of a bargaining stance than what he wants to do. That could just be personal bias, since I think MNKD should partner for 201 and solo it with 101 OK - I will ask again. Why can't MNKD use Ofev DPI? Challenges can start in March 2026 and exclusivity ends in September 2026. Assuming a 6 month new drug application review, it seems like perfect timing. I will say, its nice to now be realizing that "embarrassment of riches" Matt Pfeifer warned us about. Of those 50 molecules which Mike said have already been put on TS, I sure would like to see Saxenda DPI the next one out of the gate and just get 1% of that market. |
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Post by ktim on Sept 10, 2024 14:08:27 GMT -5
That's on oldie but a goodie. Let's hope they show us an embarrassment of actual profits this time around.
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Post by sla55 on Sept 10, 2024 15:37:24 GMT -5
investors.mannkindcorp.com/news-releases/news-release-details/mannkind-present-2024-cantor-fitzgerald-global-healthcareMannKind to Present at 2024 Cantor Fitzgerald Global Healthcare ConferenceDANBURY, Conn. and WESTLAKE VILLAGE, Calif., Sept. 10, 2024 (GLOBE NEWSWIRE) -- MannKind Corporation (Nasdaq: MNKD), a company focused on the development and commercialization of innovative inhaled therapeutic products and devices for patients with endocrine and orphan lung diseases, announced today that Chief Financial Officer Chris Prentiss and Dr. Wasim Fares Therapeutic Area Head, Orphan Lung Diseases, will share updates during a fireside chat at the 2024 Cantor Fitzgerald Global Healthcare Conference in New York. The fireside chat will take place on Wednesday, September 18 beginning at 1:20 p.m. Eastern Time. A link to the live audio webcast of the session will be available on MannKind Corporation’s website at: investors.mannkindcorp.com/events-and-presentations. An archived, recorded version will also be available on the website for approximately 30 days following the conference.
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Post by peppy on Sept 10, 2024 23:31:02 GMT -5
investors.mannkindcorp.com/news-releases/news-release-details/mannkind-present-2024-cantor-fitzgerald-global-healthcareMannKind to Present at 2024 Cantor Fitzgerald Global Healthcare ConferenceDANBURY, Conn. and WESTLAKE VILLAGE, Calif., Sept. 10, 2024 (GLOBE NEWSWIRE) -- MannKind Corporation (Nasdaq: MNKD), a company focused on the development and commercialization of innovative inhaled therapeutic products and devices for patients with endocrine and orphan lung diseases, announced today that Chief Financial Officer Chris Prentiss and Dr. Wasim Fares Therapeutic Area Head, Orphan Lung Diseases, will share updates during a fireside chat at the 2024 Cantor Fitzgerald Global Healthcare Conference in New York. The fireside chat will take place on Wednesday, September 18 beginning at 1:20 p.m. Eastern Time. A link to the live audio webcast of the session will be available on MannKind Corporation’s website at: investors.mannkindcorp.com/events-and-presentations. An archived, recorded version will also be available on the website for approximately 30 days following the conference. Tangential speech, September 18th is also the day of the next fed meeting announcement. MNKD and a quarter rate cut. |
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Post by beardawg on Sept 17, 2024 13:09:33 GMT -5
In fairness to Mike, the time naturally comes for any ceo. From a Harvard Business Journal article (https://hbr.org/2014/03/when-its-time-for-the-ceo-to-go): “How long should a CEO stay in his job? The most common response I usually have from CEOs is seven years, plus or minus two. It’s a reasonable number: seven years is probably the period of maximum effectiveness for most people.“ Yeah, because they usually just come in, fire people, and show a quick profit. After that, there isn't much difference between them and any previous CEO. |
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Post by Clement on Sept 18, 2024 15:27:44 GMT -5
Re: Cantor conference today
Dr. Fares did a good job explaining things about ninte and clofaz trials and 4Q readouts.
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Post by peppy on Sept 18, 2024 15:30:54 GMT -5
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