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Post by hellodolly on Sept 23, 2024 6:13:23 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. Per CHat GPT regarding my question related to the "probability of a partnership": As of 2024, there has not been any public announcement of a partnership between MannKind Corporation (MNKD) and Boehringer Ingelheim (BI). While both companies have been highly active in pursuing collaborations, they are currently focused on other areas. MannKind is advancing its inhaled therapeutic products, including Afrezza and treatments for pulmonary diseases, with notable progress in partnerships like their royalty agreements related to Tyvaso DPI. Meanwhile, Boehringer Ingelheim has prioritized expanding its R&D collaborations in oncology, cardio-renal, and fibro-inflammatory diseases, as seen in its recent partnerships( Boehringer Ingelheim. However, given both companies' focus on innovation in respiratory and metabolic treatments, the possibility of future collaboration cannot be ruled out entirely. It may depend on alignment in strategic goals, especially around respiratory care, where both have overlapping interests. Keep an eye on future developments for any formal announcements. |
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Post by peppy on Sept 23, 2024 6:26:32 GMT -5
$12.
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Post by BD on Sept 23, 2024 6:34:53 GMT -5
Should I use quotes if I am speaking? If you're an AI, then I'm not sure all those GW of energy you've been consuming have really paid off for your owner...  |
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Post by sportsrancho on Sept 23, 2024 6:37:13 GMT -5
Ok, I’m changing my vote👍🏻 |
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Post by prcgorman2 on Sept 23, 2024 7:27:50 GMT -5
Should I use quotes if I am speaking? If you're an AI, then I'm not sure all those GW of energy you've been consuming have really paid off for your owner... One thing I’ll say for MTOI is he has always been positive of MNKD’s success and while his prediction of $10 bothered some, I always appreciated the relaxed, even playful, attitude. ChatGPT also tends towards equanimity. Coincidence? I think so.  |
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Post by Thundersnow on Sept 23, 2024 7:46:01 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 gue. Just sayin'ssed 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. After the CF discussion I looked at INSMED that makes Arikayce. Their stock jumped from $20 to $70 in one day when they released TOP LINE DATA on one of their candidates. Just sayin' |
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Post by minnlearner on Sept 23, 2024 9:49:46 GMT -5
IF Peppy says $12..........I am with Peppy.
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Post by cretin11 on Sept 23, 2024 10:52:27 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. Agree with BD on this. These chatbot type posts all read like Zack's articles. Full of objectively mostly-true "facts" loosely connected and leading to noncommittal conclusions that something might happen, or that same something might not happen. But it seems our posters here generally identify clearly what content is chatbot created, which is what the protocol should be on a respected board like PB (as contrasted with StockTwits where anything goes). |
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Post by ronw77077 on Sept 23, 2024 11:37:02 GMT -5
I listened to an ISMED presentation this month at Cantor Fitzgerald. The stock price jump appears to be based on their release of Phase 3 data for a drug to treat bronchiectasis; they will be the first to market a drug to treat this disease. The estimated patient population is 500,000 in the US and twice that worldwide. Estimated market size is $5 billion. Estimated drug pricing to be between $40K and $96K /year.They are on track to file a NDA in Q4 this year.
ISMED markets Arikayce with estimated current year sales of about $350 million. The CFO said they have 65 salespeople for Arikayce and are increasing their sales force to 185 to cover both bronchiectasis and Arikayce. Arikayce "is still a growing brand" with year over year growth of 15%.
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Post by ktim on Sept 23, 2024 15:05:35 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. With how truly awful chatbots are about making stuff up (hallucinations as they call them), perhaps use of it should be limited to a thread titled "For amusement purposes only". I've had chatbots make up quotes... cite the source and put stuff in quotation marks. Then it admits it isn't real when questioned about it. An author that writes about AI had one make up a book she'd never written. On and on and on. They certainly aren't a reliable source of information or insight. |
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Post by BD on Sept 23, 2024 15:09:59 GMT -5
Totally. But along with the made-up stuff there's often useful info, so I don't want to just ban it outright. For the time being, let's be sparing in the use of AI and also place any AI-generated text in a quote box so there's minimal confusion.
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Post by ktim on Sept 23, 2024 15:14:04 GMT -5
I listened to an ISMED presentation this month at Cantor Fitzgerald. The stock price jump appears to be based on their release of Phase 3 data for a drug to treat bronchiectasis; they will be the first to market a drug to treat this disease. The estimated patient population is 500,000 in the US and twice that worldwide. Estimated market size is $5 billion. Estimated drug pricing to be between $40K and $96K /year.They are on track to file a NDA in Q4 this year. ISMED markets Arikayce with estimated current year sales of about $350 million. The CFO said they have 65 salespeople for Arikayce and are increasing their sales force to 185 to cover both bronchiectasis and Arikayce. Arikayce "is still a growing brand" with year over year growth of 15%. Phase 3 for a first in class drug with that market size obviously isn't something we'll be having anytime soon. But we should still get some price appreciation as the pipeline is progressed. |
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Post by ktim on Sept 23, 2024 16:08:51 GMT -5
Seems a more relevant question for the end of year is whether we'll hold the 6's or not. I'm optimistic we'll stay above $6. I'm no chart guru, but I could see us bouncing around between $6 and $6.8 until some news.
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Post by mytakeonit on Sept 23, 2024 22:34:25 GMT -5
If peppy says $12 ... I say $12.01
Don't try to out bid a gambler ...
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Post by hellodolly on Sept 24, 2024 6:44:13 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. Agree with BD on this. These chatbot type posts all read like Zack's articles. Full of objectively mostly-true "facts" loosely connected and leading to noncommittal conclusions that something might happen, or that same something might not happen. But it seems our posters here generally identify clearly what content is chatbot created, which is what the protocol should be on a respected board like PB (as contrasted with StockTwits where anything goes). I have found that the results you receive using chatbots is greatly nuanced by the question you submit. Therefore, I find it very useful to also post the question submitted to a chatbot in order to get more clarity on their answers. Hence, my post starts with, "Per CHat GPT regarding my question related to the "probability of a partnership": It's very entertaining to believe that BI and MNKD will partner...it's another to think realistically about the probability. Just my .02 |
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