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Post by mannmade on Jan 9, 2019 15:00:33 GMT -5
Torrey Pines, Technovax?
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Post by mannmade on Jan 9, 2019 14:55:29 GMT -5
Actually as complex as Afrezza is to explain if testimonials were allowed (as I have recommended for several years now) but know they are not permitted by fda. I would create an infomercial and show people eating in real time with Dexcom monitors on display w a doc and real patients. Explain afrezza inbetween.
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Post by mannmade on Jan 9, 2019 14:26:15 GMT -5
I also spoke with 2 experienced doctors in the field who at first were very interested and once they read the available data (last year) they both said this was a niche product of almost no interest due to the warnings and low risk-reward published. Difficult to change their initial opinions so it's a total shame that they botched this to start. Mike and team are trying hard, but big ships are hard to turn and the incompetent management before them just took the money and totally failed at everything they did. very true. I believe this is one of the biggest if not the biggest issue with doctors. The amount of time it takes a rep or anyone to fully explain how afrezza works, why it works and what the benefits are. I had a similar experience with a doctor who fortunately is a good friend. When I first mentioned afrezza to him he also thought it was nothing more than a niche product. But because he is a good friend he listened to what I had to say and read the materials I sent him over a 3 month period. Yes it took 3 months but he finally agreed to try it on a few patients and he is now one of the leading prescribers in the country and works directly w mnkd giving talks on afrezza. Doubt many reps get this many bites at the apple w the average doc as they just seem not to have the time. |
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Post by mannmade on Jan 8, 2019 20:10:23 GMT -5
Think about the below...
An Irish physician named Francis Rynd invented the hollow needle and used it to make the first recorded subcutaneous injections in 1844. Then shortly thereafter in 1853 Charles Pravaz and Alexander Wood developed a medical hypodermic syringe with a needle fine enough to pierce the skin.
That’s how long syringes have been around, over 165 years. No wonder Dr. K called them barbaric. TS has only been around about 15 years without much exposure. Wait until Uthr gets a couple of products to market, followed by RLS, Novartis, etc...
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Post by mannmade on Jan 8, 2019 18:53:35 GMT -5
Low double digit royalty was stated but not specific so am guessing 10% to 15%. 10% = 40M 15% = 60M exactly! |
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Post by mannmade on Jan 8, 2019 18:52:37 GMT -5
This is different than a needle and syringe which are not part of the ingredients in the drug you are adminstering. Even though TS is inert parients are consuming it.
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Post by mannmade on Jan 8, 2019 18:50:10 GMT -5
Honestly every company will set its own name, logo and color palates for each new TS drug. From a branding perspective I would think and hope that mannkind requires the “TS” of technosphere to be used in the name of each new drug which is licensed. Would both distinguish the new drug from its competitors and give mannkind extra value in the branding of the TS platform. Should be able to negotiate into any license deal if they think about it and care enough.
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Post by mannmade on Jan 8, 2019 17:44:31 GMT -5
Low double digit royalty was stated but not specific so am guessing 10% to 15%.
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Post by mannmade on Jan 8, 2019 11:45:59 GMT -5
Actually my first wish is that UTHR buy 20% to 30% of mnkd similar to the Sanofi/Regeneron deal.
This would infuse cash, validate TS, ensure future revenue and likely give an immediate increase to the pps/market cap of mnkd. Also Uthr could do it for a lot less today than a few years from now and also likely would recoup their investment almost immediately as the pps of mnkd would go up on announcement of the deal.
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Post by mannmade on Jan 8, 2019 11:05:51 GMT -5
Actually Mike is at his best when answering questions in this manner.
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Post by mannmade on Jan 8, 2019 11:04:04 GMT -5
Rothblatt explained that Spiresta is for rescue (and is not the replacement for Tyvaso nebulizer). Treprostinil Technospere is being developed to replace the Tyvaso Nebulizer. Tyvaso net sales in Q3 2018 was $108 million. So if the new TS drug replaces the current drug and does just same revenue of about $450m per year in sales with low double digit royalties, of say 12%, mnkd should see a little over $51m in revenue w very little costs against it. Now multiply that by several molecules and we have a very nice balanced revenue stream that is ongoing and growing. |
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Post by mannmade on Jan 8, 2019 10:55:13 GMT -5
Would be nice to see a press release with link to interview.
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Post by mannmade on Jan 7, 2019 14:35:06 GMT -5
Maybe we will get a significant mention from uthr as part of their future. Would be nice!
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Post by mannmade on Jan 7, 2019 14:15:25 GMT -5
Imho 8 weeks out means “we’ll see...”. Am long term optimistic but honestly think short term is more of same. Bit of a grind for at least next six to nine months w slow but steady progress...
Am looking for approval of second Uthr molecule and another outside molecule possibly from RLS or maybe Novartis. Just speculation on my part. Until scripts get to a weekly net revenue point that shows a history of steady growth that is meaningful (whatever that means) which can be projected to future earnings WS will continue to ignore mnkd. Unless of course mnkd adds two or three molecule deals this year.
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Post by mannmade on Jan 7, 2019 12:55:21 GMT -5
My understanding is they are there to present in private meetings like they did last year. Not to publically present.
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