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Post by peppy on Jun 13, 2024 9:28:20 GMT -5
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Post by peppy on May 22, 2024 11:34:27 GMT -5
Unlike Liquidia’s citizen petition against Tyvaso DPI, this petition filed by UT against Liquidia is a legit concern, and one FDA will have to further investigate even though it seems they had already been aware their API manufacturer was producing tainting ingredients. This also begs the questions: 1) Was Liquidia aware their API manufacturer had tainted API and if so, when were they made aware? 2) If Liquidia was aware, did they disclosure of this to FDA in their filing? 3) Did Liquidia use tainted API in their clinical trials? There’s a lot to this problem for Liquidia. Is my memory correct? UTHR brought Tyvasso production in house secondary to a problem with manufacturing that caused a delay in the Tyvasso DPI approval. Does anyone recall? Not the PR, just a PR. July 24, 2023 United Therapeutics Wins Appeal in Dry Powder Inhaler Patent Litigation. ir.unither.com/~/media/Files/U/United-Therapeutics-IR/documents/press-releases/2023/2023-07-24-CAFC-decision-FINAL.pdf |
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Post by peppy on May 21, 2024 13:59:13 GMT -5
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Post by peppy on May 21, 2024 7:18:36 GMT -5
Rumor has it Johan Wäborg is a big fan of Proboards and is going to put Saxenda on his DPI. Too bad Johan is not MNKD's CEO. Sayhey, I see you were correct. I still do not understand the timing of this inhaled drug. GLP-1 is a one week injection. How often would it be inhaled? how long is the therapeutic effect of inhaled GLP-1? What is the benefit? "As a leading inhalation company, with a range of fully developed inhaler platforms and the competence to formulate pharmaceutical compounds into powders, we are in a perfect position to take a step into reformulation of selected high-value products in areas where inhalation can offer significant patient benefits. We are very excited to take this important step towards the development of a next generation of patient-friendly GLP-1 treatments with sustained efficacy”, says Johan Wäborg, CEO of Iconovo." |
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Post by peppy on May 8, 2024 15:47:15 GMT -5
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Post by peppy on May 8, 2024 15:19:40 GMT -5
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Post by peppy on May 8, 2024 15:16:54 GMT -5
Diluted EPS. GAAP 0.04 Non-GAAP adjusted. $15,099. $0.05 Weighted average shares used to compute net income (loss) per share – diluted 324,733 * 2023. 263,969 |
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Post by peppy on May 3, 2024 12:06:05 GMT -5
Very good news segment. We used to see similar local news segments fairly often "back in the day" and we'd get excited about the snowball effect of word getting out and Afrezza gobbling up market share. Good times! This "news segment" mentioned insurance coverage. She intimated better insurance coverage for Afrezza. |
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Post by peppy on May 3, 2024 11:58:43 GMT -5
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Post by peppy on May 3, 2024 9:32:18 GMT -5
"Inhaled insulin is now considered “standard of care” for diabetics, according to updated guidelines from the American Diabetes Association." www.youtube.com/watch?v=POiyZVwjabQmnkd.proboards.com/post/264563Pharmacologic Therapy for Adults With Type 1 Diabetes Recommendations 9.1 Treat most adults with type 1 diabetes with continuous subcutaneous insulin infusion or multiple daily doses of prandial (injected or inhaled) and basal insulin. A 9.2 For most adults with type 1 diabetes, insulin analogs ( or inhaled insulin) are preferred over injectable human insulins to minimize hypoglycemia risk. A 9.3 Early use of continuous glucose monitoring is recommended for adults with type 1 diabetes to improve glycemic outcomes and quality of life and minimize hypoglycemia. B 9.4 Automated insulin delivery systems should be considered for all adults with type 1 diabetes. A 9.5 To improve glycemic outcomes and quality of life and minimize hypoglycemia risk, most adults with type 1 diabetes should receive education on how to match mealtime insulin doses to carbohydrate intake and, additionally, to fat and protein intake. They should also be taught how to modify the insulin dose (correction dose) based on concurrent glycemia, glycemic trends (if available), sick-day management, and anticipated physical activity. B diabetesjournals.org/care/article/47/Supplement_1/S158/153955/9-Pharmacologic-Approaches-to-Glycemic-Treatment"(https://doi.org/10.2337/dc24-S009) Recommendation 9.2 was updated to reflect preference of insulin analogs or inhaled insulin over injectable human insulins to minimize hypoglycemia risk for most adults with type 1 diabetes. Recommendation 9.3 was added to include early use of CGM for adults with type 1 diabetes, and Recommendation 9.4 was added to indicate consideration for use of AID systems for adults with type 1 diabetes. Recommendation 9.5 was expanded to include educating adults with type 1 diabetes on how to modify their insulin dose based on concurrent glycemia, glycemic trends, and sick day management." |
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Post by peppy on May 2, 2024 10:22:50 GMT -5
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Post by peppy on Apr 4, 2024 10:23:30 GMT -5
I recall vividly during my first year or two participating in financial boards (we're talking 90's), anyone whose points ran counter to the rah rah tenor of that particular board must have "had an agenda" blah blah blah. Sometimes, people just have personalities we'd personally prefer not to suffer. I doubt there's often much more of an "agenda" than that lol. I think about this every day now. Almost there. |
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Post by peppy on Apr 3, 2024 19:57:42 GMT -5
If they sold 1.5M shares all at once (roughly), I agree about a definite and temporary downward pressure, and maybe that happened and we already felt it. I don’t know what is weirder…cretin liking a post of yours or seeing cretin’s name in green! Two anomalies in one day! 😉 I do appreciate cretin taking on the job though. Can’t say I’ve ever agreed much with him, but it is a noble commitment. Cheers cretin 🍻 Mango, always remember and never forget, you are a nicer person than I am.  More Santana. |
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Post by peppy on Apr 3, 2024 14:14:41 GMT -5
$20-$25 stock ? That's higher than my $10 prediction !!! And my wife still says I have enough shares ...  But, that's hertakeonit MannKind is so undervalued right now it’s insane. Our PPS doesn’t even reflect the recent Sagard Tyvaso DPI royalty valuation. Add in Afrezza, VGo, the IP portfolio, manufacturing, pipeline, and cash we are significantly undervalued. I really like seeing Mike say publicly now, multiple times, how they believe MannKind is undervalued. $20-$25 may be conservative. Clofazimine has the potential be a colossal revenue generator based on the projections. |
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Post by peppy on Mar 27, 2024 16:49:50 GMT -5
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