MannKind to Present at 2024 UBS Healthcare Conference

[sla55]

investors.mannkindcorp.com/news-releases/news-release-details/mannkind-present-2024-ubs-healthcare-conference

MannKind to Present at 2024 UBS Healthcare Conference

11/05/24

DANBURY, Conn. and WESTLAKE VILLAGE, Calif., Nov. 05, 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 Executive Officer Michael Castagna, PharmD, and Chief Financial Officer Chris Prentiss will share updates during a fireside chat at the 2024 UBS Healthcare Conference in Rancho Palos Verdes, Calif.

The fireside chat will take place on Tuesday, November 12, at 10:15 a.m. Pacific 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. A recorded version will also be available on the website for approximately 30 days following the conference.

[parrerob]

Thanks to Kevinmik who posted a short resume...

Today's UBS presentation was more of the same. Here are topics discussed
1) Inhaled-3 results used for label change.
2) Inhaled-1 top line results by year-end. Full results at 2025 ATTD Meeting. SNDA filing in 2025 for pediatric approval with launch in 2026. Afrezza inflection point.
3) MNKD-101 continue to advance study with quick enrollment and hopefully have interim-analysis conducted 2H 2025.
4) MNKD-201 talks with FDA in early 2025, to discuss next phase whether it will be phase 2 moving to phase 3 or a phase 2/3 study. Begin patients enrollment in 2025.
5) Tyvaso DPI expect continued royalty growth. Manufacturing fees will level off. Danbury CT. expansion completed by the end of 2024, will meet Tyvaso DPI sales demand. Teton Study results in 2025, creating significant growth opportunity. Don't expect difficulty getting Tyvaso DPI approved for IPF & PPF, may require small bridge study from nebulize to dpi.
6) Strong capital handle convetible notes befor 2026 maturity

[ptass]

Does anyone know the % increase in tyvaso dpi production the expanded manufacturing will be capable of producing?

[ptass]

Found the answer. By the end of 2024 MNKD will have the ability to ramp up production of Tyvaso DPI to serve 25,000 patients with PAH and PH-ILD (IPF & PPF patients as well once FDA approval is secured). They currently have around 5,000 patients on Tyvaso DPI and the annual royalties for this is around 100m. The manufacturing revenue is also around 100m but according to Mike this will stay flat as the manufacturing ramps up. So if/when MNKD reaches 25,000 patients this could result in approximately 600m in annual revenue.