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May 26, 2022
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Talked about it last night on the hourly discussion, thanks to the mods for the time. OK my stance:
$UTHR CEO, Martine Rothbatt. Fucking genius! UCLA double MBA/JD, not to mention PhD from BARTS in London. Founder of Sirius Radio, currently running $UTHR. Daughter had hypertension, no cures, took existing drug, changed formal, helped extend her life. This drug is Tyvaso. Current sales as of last year, $450m. Fast forward to two days ago, hand-held Tyvaso is now FDA approved, offering patients who use a nebulizer more freedom and choice. Last night, many questioned the need of such a drug and device combination, when there is a pill that does the same thing. Frankly, speed of action! Pills takes time, much of the medicine is lost during the digestion process, as for nebulizer, you need a constant electric supply at all times. Did you know... the lungs when spread out, cover the equivalent of a tennis court. Massive surface area to get a drug quickly into the body. And with a drug that has no black box, and a CEO and co that is attempting to QUADRUPLE the patient base, currently 6000, you might be long $UTHR. This is not to forget that Martine and co are big on xenotransplanation. Recently, in the news a man received a specialized pig heart, sadly his life ended, but her goal is to have an endless supply of organs for humans in the near future. But, that is not know. So currently, long $UTHR shares and calls. Hoping for $300+ in the near term, $400+ once Tyvaso D.P.I. really gets going, and it will.
Mannkind Corp, what's to say that many already joke about. Afrezza, fastest acting mealtime insulin. 7 years of misery, as the insulin cartel will DO anything to stop it's progression. Currently, approved for T1 and T2, and those over 18. Sales have started to increase, still not to the point where many would like, but hey changin 100 plus years of injection culture is a tough nut to crack. Put, this is where their partnership with United is a thing of beauty! Their "Dreamboat" inhaler has just been FDA approved for the second time, thus their tech is validated and will start to receive royalties on both manufacturing and sales. Thus there total cost of COGS will drop; manufacturing costs go down, profits will rise essentially. A very robust pipeline in the making, not to mention a little known company from my home town, Seattle, called Receptor Life Sciences. They are working with the inhaler on Cannabidiol Inhaled Dry powder targeting acute anxiety in social anxiety disorder. Currently, phase 1b/2a. Two years ago, I would be laughed at and many would be unwilling to listen, but, yes the times are a changing. I am extremely excited about this stock, as this has been my baby for a decade, accumulating weekly, monthly, etc, once she hits, we should see a fair value of a PE at 30 or so. Inhalable drugs are the next generation, with prick yourself several times a day, when you can simply inhale and have it out of your system in less than an hour. Needless to say, long stock and LEAPS into the future.