May. 7 at 1:34 AM
$MNKD If we strip everything out of
$MNKD, the pipeline, afrezza, tyvaso dpi, ip, the factory, everything.
And we focus on just the new news
$UTHR announced this morning.
That's the bridge study for tyvaso dpi ipf, and mnkd 1501 for 4 indications.
What's the present value of those streams, risk adjusted (including probability of failure). Only that...
A good
$2.25+ per share to mnkd?
A good
$700M for both without adding a premium?
I feel pretty good that today's news was overwhelmingly positive.
And it was very undervalued before this news.