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Post by cjm18 on Sept 22, 2024 13:56:21 GMT -5
What will be the catalyst?
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Post by prcgorman2 on Sept 22, 2024 14:40:01 GMT -5
I voted $7s also. The catalysts have to be relatively small and incremental, because a big catalyst (e.g., partnership announcement on nintedanib) might push right through the $7s. I’ll guess 3rd quarter results and readouts on on-going trials will be what pushes MNKD into the $7s. I would have guessed a reduction in SIR in there too, partly because of the recent increases on moderate volume, but the unusually high SIR and shorting strategy continues to be a mystery to me.
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Post by radgray68 on Sept 22, 2024 14:56:02 GMT -5
Having doubled in price already, I’m afraid we’ve reached it…….for 2024. A lot of the 4th quarter results and happenings won’t be reported until February 2025.
I’d love to have missed a possible catalyst, truly.
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Post by BD on Sept 22, 2024 16:45:30 GMT -5
I'm with you rad (and I just realized for the first time your avatar is a dog. For some reason it always looked like a Buddha statue to me before...)
As much as I would rather see 7s or more this year, based on the history of this enigma of a stock, I don't expect it. But I'd happily take it.
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Post by sayhey24 on Sept 22, 2024 17:03:00 GMT -5
I got the feeling from the last conference they are feeling bullish with the final Inhale-3 results. If they show superiority there and with the kids we should see SoC changes and insurance coverage. Insurance coverage for afrezza will push this past $10 but we will not see this in 2024.
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Post by mytakeonit on Sept 22, 2024 17:36:44 GMT -5
January 2nd 2025 will be close enough for me ... $10 !!!
But, that's mytakeonit
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Post by ktim on Sept 22, 2024 19:56:59 GMT -5
I'd guess we'll be in the 6's until at earliest the release of 201 Phase 1 results. If it has some impressive tolerability results, I'd guess it takes us to the 7's.
In the meantime I'm already celebrating our amazing gains this year.
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Post by ktim on Sept 22, 2024 20:00:48 GMT -5
I got the feeling from the last conference they are feeling bullish with the final Inhale-3 results. If they show superiority there and with the kids we should see SoC changes and insurance coverage. Insurance coverage for afrezza will push this past $10 but we will not see this in 2024. The study wasn't designed to show superiority, was it?? |
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Post by porkini on Sept 22, 2024 20:01:40 GMT -5
January 2nd 2025 will be close enough for me ... $10 !!! But, that's mytakeonit I was wondering if you would take the bait!  |
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Post by mytakeonit on Sept 22, 2024 20:03:08 GMT -5
Chomp! Chomp! Yep, and I ate it too !!!
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Post by ktim on Sept 22, 2024 20:07:23 GMT -5
Chomp! Chomp! Yep, and I ate it too !!! I think a good chance your prediction will come true someday You just need to keep your dream alive until we have another approved drug. |
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Post by cjm18 on Sept 22, 2024 20:56:35 GMT -5
Xbi looks ready to pop.
201 phase 1 data read out and tox results.
Peds top line data read out.
ChatGPT says
Boehringer Ingelheim might consider partnering with MannKind after **Phase 1** results if the data shows strong safety and efficacy, especially if the inhaled formulation of **nintedanib (MNKD-201)** demonstrates a clear advantage over the oral version (e.g., fewer gastrointestinal side effects). Early-stage partnerships, particularly after **Phase 1**, are not uncommon, especially when there is strong preclinical or early clinical data that suggests a significant market opportunity or unmet need, such as improving tolerability in IPF treatments.
### Factors influencing an early partnership:
1. **Strong Phase 1 Results**: If MNKD-201 shows improved safety, tolerability, and potentially higher drug concentrations in the lungs with fewer side effects, Boehringer may see value in securing a partnership early to maintain market leadership in the IPF space.
2. **Competitive Pressure**: Given that OFEV is a market leader, Boehringer may want to move quickly if MannKind’s inhaled version offers a significant clinical advantage. Partnering early would allow them to expand their offering and maintain dominance in the IPF treatment market.
3. **Strategic Timing**: Some pharmaceutical companies prefer to wait until **Phase 2 or 3** to mitigate risk and ensure stronger data on efficacy and long-term safety. However, Boehringer could opt for an **earlier partnership** if they perceive significant **synergy** with MannKind's inhalation technology or if they want to avoid competition from other potential partners.
4. **Precedent for Early-Stage Partnerships**: Boehringer has shown interest in **early-stage partnerships** in the past, particularly when a potential partner has innovative technology or a complementary product that aligns with their portfolio goals.
In summary, while Boehringer could wait for **Phase 2 or 3** results to minimize risk, there is a strong case for partnering after **Phase 1** if MannKind’s data demonstrates a significant advantage over oral OFEV. The decision would depend on the strength of the Phase 1 data and Boehringer’s strategic priorities in the IPF space.
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Post by BD on Sept 22, 2024 22:07:53 GMT -5
I'm thinking it's really important to separate out chatbot results from human posting. For now all I can think of that's easy is to use the "Quote" mechanism to highlight the AI-generated text. We probably need a board rule on this.
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Post by prcgorman2 on Sept 22, 2024 23:08:26 GMT -5
I'm thinking it's really important to separate out chatbot results from human posting. For now all I can think of that's easy is to use the "Quote" mechanism to highlight the AI-generated text. We probably need a board rule on this. At most it’s a style and etiquette thing. People don’t have to volunteer that ChatGPT (or any other AI) assisted with the information they volunteer. I do use quotes because I like to be careful to delineate the content I’m quoting from a source such as ChatGPT from anything I might say afterwards or in introduction. I’m a little surprised at the seemingly high quality of the ChatGPT analysis of the MannKind nintedanib Phase 1 situation and Boehringer Ingelheim’s behavior with respect to a willingness to partner early. It illuminates MannKind and BI could already be in early talks. If a particularly juicy partnership were to be announced in 4Q prior to public release of Phase 1 results, I suspect $7s will breeze on by on the way to the $8s and higher. If MannKind stays on track with developing their pipeline and getting approvals, clofazimine should be slightly ahead of nintedanib DPI in 2026 (I’ll guess). If Tyvaso DPI sales earn another $50M from Sagard, and MannKind pays off the convertible bond debt and goes debt free, and Cipla sales of Afrezza and Pediatric trial results “move the needle”, 2025 and 2026 could be the long awaited lighting of the afterburners. Go MNKD. |
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Post by mytakeonit on Sept 23, 2024 2:58:53 GMT -5
Should I use quotes if I am speaking? In any case, the numbers that MNKD is putting out should have already put our current share price at $10+.
I guess the easiest and fastest way would have to be ... Mike C should put out a 1 cent dividend. Not necessary ... but it'll have faster results. Analysts love MNKD ... I love MNKD ... what more do you want?
But, that's mytakeonit
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