Jan. 22 at 4:27 PM
$MNKD OFEV DPI, aka, TechnOFEV
#collaboration
Ok. Quick math. OFEV does
$3.5B/yr now. If only OFEV had no adverse events, that would double by 2028.
So, if Nintedanib DPI gets just 20% of that mkt, that's
$1.5B/yr. If 20% royalty split to Mannkind (too low), that's ~
$310M (
$0 Cost) Royalty Rev(Income). Divided by 310M shs o/s =
$1/sh. Use 15 PE adds
$15/sh to MNKD.
That'd be easy to see by the analysts with their ever-rising price targets.
$MRK $AMGN $UTHR
