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Post by agedhippie on May 11, 2023 12:30:05 GMT -5
And I keep thinking I need more shares to. Lets Go! It’s evident from the CC UTHR is putting pressure on MNKD to increase their yield. Demand is through the roof and MNKD better step up. That would be unsurprising. If you have a rapidly growing product line you need to be able to meet demand. UTHR have a recurrent nightmare that they run out of road to continue blocking LQDA and LQDA vacuum up all the unmet demand. UTHR need to be meeting demand by the time LQDA launches which is probably about a year out.
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Post by agedhippie on May 10, 2023 17:00:52 GMT -5
Interesting times. UTHR building a plant which makes TreT (Treprostinil TechnoSphere aka Tyvaso DPI). Anybody else wonder if the only thing UTHR wants to use a half-billion dollar plant for is to put Treprostinil on TechnoSphere? Dr. Rothblatt has proven to be exceedingly shrewd. The 400M share authorization request mentioned defense against a hostile take-over. Keep your friends close, and your enemies closer. I think Martine is expecting Tyvaso-DPI to be applicable beyond just the current indications which is why UTHR are doing trials for other conditions. Even if it ends up as just the PH-ILD market that alone is huge. Given the size of the market UTHR is going to want to be the primary manufacturer simply for cost reasons. It's not going to be a quick build though so I expect it to be a couple of years out at the earliest and likely longer.
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Post by agedhippie on May 5, 2023 8:19:19 GMT -5
...Royalties paid to MNKD will continue to experience very strong growth. ... There was an interesting comment that part of the sales problem for UTHR was distributors destocking. Drilling down the reason they are destocking is because they now have a lot of Tyvaso Nebulizer stock on hand from 2022 and the demand has shifted to DPI so they are running down that stock, but Tyvaso sales are broken out so it's not obvious. This is good for MNKD.
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Post by agedhippie on May 5, 2023 8:12:56 GMT -5
... Run it up, retail longs pile in, many on margin and then short it down into Hell and scalp those who overreached or are not prepared to endure the double digit declines foisted on them by the manipulators. This should be obvious to those who have followed MNKD for a while. It's a pretty common strategy and relies on reversion to mean. Going into news the entropy is high which destabilizes the price usually making the price rise. After the news the entropy drops sharply and you get a reversion to the mean. There are two takeaways; don't trade around news events if you want certainty, and use options if you want to follow this strategy. The benefit of being an investor rather than a trader is that you don't need to time trades because you are in for the long haul. Buy the rumor, sell the news.
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Post by agedhippie on May 4, 2023 16:51:13 GMT -5
MNKD is trading at the same share price today as over two years ago prior to significant company improvements in financials, pipeline, partnerships and future outlook. If not due to the horrible current economy then manipulation seems to be an obvious explanation. The only significant partner is UTHR and improvements are due to them in the view of the market which makes MNKD a one trick pony. That's not to say it couldn't be a very profitable trick given time, but that comes with concentration risk. Consequently the MNKD share price tracks close to the UTHR price because MNKD is so highly dependent on Tyvaso DPI sales currently.
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Post by agedhippie on Apr 29, 2023 23:07:23 GMT -5
Al has been gone for years.. None of us has to invest in a stock and stay invested only because we are loyal to Al Mann.. Ive heard that even the Mann foundation no longer holds shares.. this is a business.. I'm not entirely sure Al would be happy with how things have turned out. They aren't mutually exclusive. The current stock ownership appears to be nil according to Bloomberg from around March or April. The note referenced in the 10K is a loan and not stock ownership although it could be converted into stock at the foundation's discretion.
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Post by agedhippie on Apr 28, 2023 13:51:28 GMT -5
New here and trying to understand the backgrounds of posters. Curious about why 7.21 million Metformin prescriptions would be important to Sayhey? Also, is there a reasonable hope that Martine's sales of her shares (I believe to total close to $100,000,000) is to raise cash to buy Mannkind outright? Thanks all! Sayhey has views on the use of metformin More seriously I was trying to figure out how to quantify the size of the addressable Type 2 market and metformin is a good proxy. Historically once you were on metformin as a Type 2 you remained on it for ever, even when they intensified the treatment to insulin. I am not sure if that is still the case with GLP-1 though or id they discontinue metformin at that point.
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Post by agedhippie on Apr 28, 2023 12:53:21 GMT -5
Here's a number for Sayhey In March there were 7.21 million Metformin prescriptions filled. That's a decently sized addressable market.
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Post by agedhippie on Apr 28, 2023 8:57:46 GMT -5
Blaming the CEO for managing through near bankruptcy to near profitability doesn’t make sense. He does not have unlimited money and labor resources at his disposal. Neither would any other CEO. Can he be doing more? Many here think so. It is easy to judge for some, but not easy for me. I have to judge based on the results that are visible, not the results we may think we deserve. He did exactly what every other typical CEO would have done. When you are running out of money the playbook says you either borrow or dilute. At that time borrowing was not a viable option (no security left) so it came down to dilution which is what he did. He just kept diluting until Martine saved the company, he didn't do anything special (which BTW isn't necessarily a bad strategy)
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Post by agedhippie on Apr 27, 2023 17:08:53 GMT -5
... I have told T1/T2 friends and relatives about Afrezza and have heard back from a few of them after they discussed Afrezza with their doctors and the easiest way to describe the response from the doctors is "dismissive". I don't know that any were against Afrezza per se, but just that they weren't informed or motivated to learn more. If I turn up T2 (I'm in a candidate-rich category), everyone should be confident I will advocate for a CGM and Afrezza. The problem they are running into is that there is no data to support the idea that Afrezza produces better outcomes. If those doctors were to look at what's out there they would see the Phase 3 trials which were definitely not compelling, and a scattering of minor studies - there is nothing there that is compelling so they have no reason to change. I absolutely think you should advocate for a CGM and Afrezza if you developed diabetes. A lot of people would prefer to go with the doctor and I am fine with that as well. People should take whatever approach works best for them because they are in this for the long haul.
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Post by agedhippie on Apr 24, 2023 15:16:11 GMT -5
Doctors are not god, nor necessarily street smart. They just went to college and now are allowed to prescribe medicine. They type your symptoms in their computer and out pops the Stand Of Care. They don't care about health....They care about getting to thier next patient, no lawsuits, and what's good for them. Patients have the right to take what they want to take (within reason of course) and if Afrezza is what you want, then that's your right....regardless of a clueless Doctor. I don't care if my doctor doesn't have street smarts, and I don't think anyone is a god. I do insist that they went to college for medicine though since I expect a bit more than them simply prescribing drugs, I would like the right drugs. Doctors will look at the SoC after they have made a diagnosis, not before, and I am fine with that. Any doctor I see does the job because they care about my health, if not I am changing doctors PDQ and I would suggest you do the same. I have to say though I have never had to change because of that and I have seen a lot of doctors over the years. You are at liberty to change doctors and see if you can get the next one to prescribe what you want just as the doctor is not obliged to prescribe what you want them to prescribe. In the case of Afrezza I think you will find insurance a bigger block than the doctor.
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Post by agedhippie on Apr 24, 2023 15:01:45 GMT -5
... I don't know and don't care about the study protocol. It does not matter and lets assume there is no treatment past the endpoint. Based on what Moms are saying their kids are being cut off but they don't want to give up this life changing drug. Its great news for afrezza in that the Moms are now saying what many here have been saying for years. The bad news the kids are getting cut off and IMO Mike should be doing something. Is it as simple as a letter? You ought to care about the study protocol because it defines what can be done! If there is no defined protocol past the endpoint then you would need to run a new study. This isn't as simple as a letter, but doctors can prescribe it off-label.
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Post by agedhippie on Apr 24, 2023 12:31:33 GMT -5
Where is Mike? I hope he is doing something. A simple follow-up with all the parents kids with a plan to keep them on afrezza if they want sounds pretty simple to me. The trial protocol should allow patients to continue with the treatment beyond the primary endpoint. You see this in UTHR's TETON trial for example where, " Subjects who complete the Week 52 Visit may be offered the opportunity to enter an open-label extension (OLE) study after completing the final study visit." This does leave the sponsor on the hook for the cost of that extension though. Liquidia did the same with their INSPIRE trial. The point is that the trial protocol needs to define this extension at the planning stage. As it stands it's now up to individual doctors to prescribe off-label which they may or may not want to do, and which the PBM will probably not cover
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Post by agedhippie on Apr 24, 2023 8:52:18 GMT -5
Do you guys have any idea how many people we lost track of in the original Afrezza trials, thousands.. nobody followed up with them. Now the kids are coming off the trial. Some of them have been in for a year and they’re done, now who is there to help them stay on Afrezza!! ... There should be a follow on program where they continue to track people from the trial so they can publish data on them in the succeeding years. The poster child for this is the UKDPS which started in the late 70s and they are still tracking and publishing. Another example would be everyone's favorite, LQDA, who are doing a run on from their clinical trial to measure improvement beyond the trial data. This is a common approach because you want to show that the benefits are sustained, as well as pick up any late breaking benefits.
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Post by agedhippie on Apr 21, 2023 8:53:00 GMT -5
It seems the shareholder meeting is confirmed for May 25th while the 1Q report is speculated as being released May 4th, which needs to be confirmed by Mannkind about a week prior. Bloomberg has the release date (not the meeting - that's set as per bocagirl's post) as the 5th, but that is also flagged as an estimated date and if they don't have the real date I doubt anybody does!
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