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Post by mnkdfann on Jun 30, 2021 8:04:26 GMT -5
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Post by mnkdfann on Jun 30, 2021 7:57:22 GMT -5
Wow! The Lancet! This is great confirming news about the future of Mannkind. Not in The Lancet. It is in one of its specialty journals, The Lancet: Respiratory Medicine. Still good, for sure, but The Lancet: Respiratory Medicine‘s impact factor is only about half (or a little less) of the main journal The Lancet. IOTW, it is great news but there’s no need to exaggerate it.
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Post by mnkdfann on Jun 28, 2021 12:23:40 GMT -5
My understanding was those on medicare and insulin dependent could get a CGM covered but the insulin had to be an injectable. Now they can partner the CGM with afrezza and as VDex has demonstrated the CGM is a near requirement for learning initial dosing. I am sticking with my opinion this is huge news. Oh, is that the case? A 'near requirement'? I wasn't aware that VDex used CGMs so heavily. So, I wonder what percentage of VDex clients use CGMs? ( sportsrancho ? )
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Post by mnkdfann on Jun 21, 2021 15:32:59 GMT -5
Well, since April the SP has mostly traded between 4.10 and 4.80, so it makes perfect sense the 4.50 options would have a large open interest. It would be surprising if that wasn't the case.
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Post by mnkdfann on Jun 19, 2021 18:19:14 GMT -5
Positive news for MannKind this week. Afrezza scripts jumping 2-3X next year not gonna happen. The leveling off is Real and it’s not because of coverage. See my prior comments 2-3 yrs ago about pricing differences in mealtime insulin. It’s too late for MannKind to drop the price of Afrezza 80% to still only be 3X the cost. The sales force expenditure is nothing but a money drain at this point for MK. Zero growth in 2 yrs. The Afrezza sales force is at least 30Million a year and that’s probably light. Volume would stay the same if the sales force was gone tomorrow. However MC, Medtronic dude, HR guy Stu (making $500k per year) and MB couldn’t justify their jobs. Had to comment cause I heard another person talk about 2 to 3 times growth w/Afrezza next year. UTHR Tyvaso Approval This is the thread topic, the real question should be why was this poster posting the above in this thread? To be fair, it was oldfishtowner in the post immediately before that one that said "I would like to see MNKD's participation in the Medicare Part D Senior Savings Model surprise everyone and double or triple scripts in 2022." So pguerro didn't start the script diversion, he was just responding to what someone else posted.
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Post by mnkdfann on Jun 17, 2021 19:36:57 GMT -5
During the latest conference they also commented that they expect 70% conversion from Tyvaso to Tyvaso DPI . You can then derive the 70% conversion to Tyvaso DPI and 10% royalty as a minimum. Fwiw, the 70% isn't gospel. It could be 50% or less, it could be 90% or more. So, sure, we can plan on 70%. But not with the certainty some seem to be citing it. UTHR is guessing. We developed Tyvaso, which was an easier way to take treprostinil inhaled, and then eventually got to Orenitram, which is obviously the simplest version of all of them. And so I look at DPI as really kind of fitting in. It's fitting kind of into that strategy of providing patient options. And so I would expect that with the DPI, you're going to have a significant number or majority of patients that are going to want to transition to the dry powder inhaler, and that's fantastic. You will have other patients that, for various reasons, may choose to stay on the nebulizer. And that's great.
We're going to continue to support that product. It's a great product. There is going to - I do think that there is going to be a patient type that is maybe better suited for that product over the DPI. Don't hold me to this. I think when the dust settles, you're probably looking at something of around a 70-30 split between dry powder and nebulizer. So we're going to continue to provide both options, support both options. And I think they're both great delivery devices for the right patient.
...
there is some question, and I can't say one way or the other, that some patients with different indications might actually prefer a nebulized form. It might be a little bit easier for them to take and get a good dose versus the dry powder inhaler because they actually breathe in for the dry powder inhaler versus the nebulizer is a little bit more passive.
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Post by mnkdfann on Jun 17, 2021 9:59:28 GMT -5
it’s not premium for me, I can read it all. Maybe just wipe your browser cookies?
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Post by mnkdfann on Jun 11, 2021 13:15:37 GMT -5
About Thirona Bio Thirona Bio is focused on the development of drugs for fibrotic diseases. Target indications include scleroderma, keloid scars and certain cancers where there are no effective therapies. The Company’s unique approach uses a potent, topically applied drug to inhibit TGF-β “locally”, thereby minimizing the potential risk of systemic exposure. The Company is headquartered in San Diego, California. More information can be found at www.thirona.bio.com. LFD latched onto this point in a comment at SA. seekingalpha.com/article/4430462-mannkind-new-direction-abandoning-technosphere-dpi-platform#comment-891946722LDR: Mannkind wants to convert the Thirona compound (one Thirona promotes for topical risk specifically to avoid systemic exposure) into a dry powder and dose it directly into lungs where it will immediately be put directly into a human’s systemic system and spread to every part of their body other than the eye corneas.Don't shoot the messenger I'm just relaying what I saw at SA. If someone wants rebut (correct?) LFD, the link is above.
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Post by mnkdfann on Jun 11, 2021 9:54:22 GMT -5
You see that big fat “If” in bullet point two? The entire agreement rests on that. So again, a “partnership” with nothing concrete, no financial details, just “we’re maybe gonna do something in a few years, but probably not”. This doesn’t even look like an actual company especially given that you can barely find any info on them and they “share” a suite with like 4+ other completely random entities. I’ll bet you good money mango that’s nothing comes of this. You’re so confident, put your money where your mouth is. I'm sympathetic with your point of view, but maybe we can take solace in that this time Mannkind only entered into a collaboration agreement and did a convertible promissory note purchase agreement to support Thirona’s Series A financing, rather than just buy the entire company outright (like it did with QrumPharma)?
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Post by mnkdfann on Jun 4, 2021 20:48:35 GMT -5
$10 on 06/30/21? What odds are the book makers giving on that? I just want to get back to $5 by then. He didn't say which '21'.
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Post by mnkdfann on Jun 4, 2021 15:59:18 GMT -5
I just bought more shares in my Roth because I anticipate getting it ...of course there’s people betting against that, that’s why the stock is going down in my opinion..... it could jump big time on the news! they paid $105M for priority review. They are getting it. That's what I thought.
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Post by mnkdfann on May 30, 2021 14:35:43 GMT -5
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Post by mnkdfann on May 28, 2021 18:00:30 GMT -5
Anyone else remember those crazy days of hopium and wonder when Paul Allen was alleged to be behind RLS, and was going to buy Mannkind? Way back circa 2016.
That came to mind as I read an old article written by Paul Allen earlier today. It took several hours of subconscious 'back of mind' activity before I was struck with the recollection above.
I can't believe I've been on this forum for that long.
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Post by mnkdfann on May 27, 2021 8:37:11 GMT -5
Charlie Kimball will be back in the cockpit for AJ Foyt Racing for two races in the 2021 NTT INDYCAR SERIES, driving the team’s No. 11 Tresiba® Chevrolet in the 105th Running of the Indianapolis 500 presented by Gainbridge on Sunday, May 30 after competing in the GMR Grand Prix on the IMS road course on Saturday, May 15.
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Post by mnkdfann on May 25, 2021 13:43:31 GMT -5
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