Mar. 21 at 4:20 PM
$MNKD As late as Sept 4, 2025, Tyvaso DPI for IPF was still part of MNKD strategy for growth based on what Mike said at the Cantor Conference. Something happened after the Cantor conference that had Martine Rothblatt shift away from Tyvaso DPI including IPF approval. Will Mannkind now look to sell the remaining 9% royalties for Tyvaso DPI for cash to advance MNKD-201. Selling remaining 9% of Tyvaso DPI royalty could bring in over
$1 billion in cash for MNKD. https://www.investing.com/news/transcripts/mannkind-at-cantor-global-healthcare-conference-strategic-growth-insights-93CH-4224913
"We weren’t willing to sell majority of the royalty or even more of it because we thought there was more upside with the IPF, high discount rate on the on the on these types of royalty transactions. And so when you when you think about that, we were able to preserve 90% of the upside for our shareholders and that looks really good today."
"So I think when you look at the company now even with Teton, it’s even more derisked and you still got a lot of upside on everything else."
