The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Robert Blum - Lytham Partners, LLC - Analyst
: So with that, let's begin. Mike, just high level, let's start things off for those that may not be familiar with the Company, then we'll dive into more
specifics. Provide a little overview of the Company and maybe a little bit of your background as well.
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Perfect. We'll get into the pipeline and Afrezza here in a moment. But maybe starting off with Tyvaso DPI, what is the current status of the resubmission
of the complete response letter?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Okay. Let's talk about the market potential for PAH, as you talked about, PH-ILD, future indications of IPF and COPD. Kind of walk through the
market potential here.
Question: Robert Blum - Lytham Partners, LLC - Analyst
: And maybe talk about the timeline for other products that are in collaboration with United.
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Okay. Let's transition to the pipeline there for a moment. What is the longer-term objective with the pipeline? I think you mentioned, earlier this
year, launching one drug or indication each year, starting in 2025. Does the current pipeline support that capability?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
DECEMBER 13, 2021 / 4:00PM, MNKD.OQ - MannKind Corp at Lytham Partners Winter Investor Conference
(Virtual)
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Okay. You just mentioned here a moment ago, clofazimine. With the positive data, what are the next steps, you know, in this sort of 2022 vision
event. What are the next steps in 2022, including the DPI version?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Okay. Moving on here, what is the status of the preclinical development of TGF-beta for IPF? Again, what should we be looking forward to seeing
in 2022 here?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Okay. Great. What's sort of happening with the RLS cannabinoid readout, I think, which was going into Phase 1?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: And of some of the other assets that are in the portfolio, anything that sort of excites you the most?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: So I think you sort of just alluded to it there, but sort of before we wrap up this section on the pipeline, the key catalysts for folks to focus on are
what? What are those key items?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Let's go there to Afrezza now in terms of more of the commercial side of things. What are some of the changes on the commercial side that are
being made heading into 2022 to try to further the growth of the product?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: I want to -- if we can try to expand on one thing that you mentioned there in terms of the expectations with the primary care pilot, the
seeing-is-believing pilot and the consignment model that you mentioned on the last earning call. Any expectations that you can provide there?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Going back to the pediatric trial for this med, and again remind us sort of how that's progressing and how a successful trial result or successful trial
results could have a positive impact on the adoption and growth.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
DECEMBER 13, 2021 / 4:00PM, MNKD.OQ - MannKind Corp at Lytham Partners Winter Investor Conference
(Virtual)
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Are you expecting in the FDA's MIDD pilot program -- could that lead to an updated label and create a better new patient start experience with
Afrezza?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: And we are sort of closing in at the end here. And you've talked about these and some terms throughout. But what are the key milestones that
investors should be sort of walking away from as you're looking into 2022? And if you and I were to sit down here 12 months from now, what are
some of the biggest risks to achieving these goals?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Fantastic. We've kind of hit on quite a bit here. Is there anything else that we haven't touched on that you want to share?
Question: Robert Blum - Lytham Partners, LLC - Analyst
: Sounds good.
Question: Robert Blum - Lytham Partners, LLC - Analyst
: [We'll leave it there.] All right, Michael. Thank you very much. We greatly appreciate it. Again, I'll remind anyone who is listening here today. If you'd
like to arrange a one-on-one meeting, send me an email: blum@lythampartners.com or again, visit the website. Click on the one-on-one meeting
request button, and we will get you taken care of there. So we hope you all enjoy the conference. Mike, thank you very much for your time again.
|