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Post by mannmade on Oct 16, 2018 12:59:52 GMT -5
Don’t forget that MC made a point to mention a possible molecule partnership with Novartis in his last cc as well. Would be huge if they did a second or third molecule partnership outside of UTHR with a big pharmaceutical like Novartis. Am not saying they will but no reason for MC to mention if not thinking of it or perhaps in very early discussions.
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Post by tinkusr8215 on Oct 16, 2018 13:13:51 GMT -5
Don’t forget that MC made a point to mention a possible molecule partnership with Novartis in his last cc as well. Would be huge if they did a second or third molecule partnership outside of UTHR with a big pharmaceutical like Novartis. Am not saying they will but no reason for MC to mention if not thinking of it or perhaps in very early discussions. for PAH, some basic trials were done and discussed with FDA which might have gathered interest from partners since initial results seemed positive. Any internal trials in this second or third molecule?
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Post by peppy on Oct 16, 2018 13:26:45 GMT -5
Don’t forget that MC made a point to mention a possible molecule partnership with Novartis in his last cc as well. Would be huge if they did a second or third molecule partnership outside of UTHR with a big pharmaceutical like Novartis. Am not saying they will but no reason for MC to mention if not thinking of it or perhaps in very early discussions. for PAH, some basic trials were done and discussed with FDA which might have gathered interest from partners since initial results seemed positive. Any internal trials in this second or third molecule?
Thank you Mannmade, I missed that. Novartis, cancer, eyeballs and infections? www.novartis.com/our-company/global-product-portfoliowww.novartis.com/our-science/novartis-global-pipeline |
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Post by brotherm1 on Oct 16, 2018 13:35:24 GMT -5
A break and hold above $1.72, $1.78, $1.85, $1.93, $1.98. (from the wedge starting sept 25, these are the targets off the 15min.) I would think price should be able to hit $1.98 today, we will see Well because you said we should hit $1.98 we only hit $1.97 so far. Please change your prediction to $2.50 |
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Post by dh4mizzou on Oct 16, 2018 13:50:42 GMT -5
A break and hold above $1.72, $1.78, $1.85, $1.93, $1.98. (from the wedge starting sept 25, these are the targets off the 15min.) I would think price should be able to hit $1.98 today, we will see
How ironic is it that the high of the day, so far, is $ 1.97 so far ;-)
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Post by dh4mizzou on Oct 16, 2018 13:52:33 GMT -5
A break and hold above $1.72, $1.78, $1.85, $1.93, $1.98. (from the wedge starting sept 25, these are the targets off the 15min.) I would think price should be able to hit $1.98 today, we will see Well because you said we should hit $1.98 we only hit $1.97 so far. Please change your prediction to $2.50 If we're asking Peppy to change her predictions I vote for $ 25.00 |
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Post by lakers on Oct 16, 2018 14:02:53 GMT -5
Don’t forget that MC made a point to mention a possible molecule partnership with Novartis in his last cc as well. Would be huge if they did a second or third molecule partnership outside of UTHR with a big pharmaceutical like Novartis. Am not saying they will but no reason for MC to mention if not thinking of it or perhaps in very early discussions. It’s rather obvious what the second compound is (Tobra-T for Cystic Fibrosis) and who the potential parter is (Novartis). Trobramycin was first approved to treat these infection in 1997 under the brand name TOBI by Novartis, and in 2002 as Bethkis by Chiesi USA. Dr. Reddy acquired Tobramycin Inhalation Solution (generic equivalent to Tobi™) from Teva. in 2016. Aug. 31, 2018, Mylan closed an agreement with Novartis to purchase the worldwide rights to commercialize their global cystic fibrosis products consisting of TOBI Podhaler® and TOBI® solution, which will further enhance Mylan’s respiratory portfolio in the U.S., Europe and certain Rest of World markets. Mylan entered into the agreement on July 30, 2018, for approximately $463 million and the company expects to pay approximately $240 million in 2018. Read more: mnkd.proboards.com/thread/10427/next-potential-apps?page=5#ixzz5Sol4q1LbLike all aminoglycosides,tobramycin does not pass the gastro-intestinal tract, so for systemic use it can only be given intravenously or intramuscularly. Ophthalmic (tobramycin only, Tobrex, or combined with dexamethasone, sold as TobraDex) and nebulised formulations both have low systemic absorption. The formulation for injection is branded Nebcin. The nebulised formulation (brand name Tobi) is indicated in the treatment of exacerbations of chronic infection with Pseudomonas aeruginosa in patients diagnosed with cystic fibrosis. A proprietary formulation of micronized, nebulized tobramycin has been tested as a treatment for bacterial sinusitis. Tobrex is a 0.3% tobramycin sterile ophthalmic solution is produced by Bausch & Lomb Pharmaceuticals. Benzalkonium chloride 0.01% is added as a preservative. It is available by prescription only in the United States and Canada. In certain countries, it is available over the counter. Tobrex and TobraDex are indicated in the treatment of superficial infections of the eye, such as bacterial conjunctivitis. Tobramycin (injection) is also indicated for various severe or life-threatening gram-negative infections: meningitis in neonates, brucellosis, pelvic inflammatory disease, Yersinia pestis infection (plague). Tobramycin is preferred over gentamicin for Pseudomonas aeruginosa pneumonia due to better lung penetration. www.google.com/amp/s/seekingalpha.com/amp/article/4209479-mannkind-corporation-mnkd-ceo-michael-castagna-cantor-fitzgerald-global-healthcare-conferenceBucket one turns out to be one of the easiest. It really is known compounds already delivered to the lung. We met with FDA. We saw very clear feedback in terms of the pathway to approval. Limited to no clinical work and really a program that looks at Phase 1 dose finding bioequivalency. So a very efficient program to develop and not a lot of concerns when the drugs are delivered to the lung. You don't have to worry about the dosing as much. And in that particular one, we were looking at the higher end dose saying, can we achieve higher therapeutic levels than we have seen with other Treprostinil relay programs and that was the unmet need we were trying to solve for in addition to the convenience factor. Q - Unidentified Analyst Is there any preferences with regard to collaboration vis-à-vis additional products as you get rather in license and partner with for specific areas you are focusing. Michael Castagna Yes, there's two areas in particular. So one is lung diseases I’ll say cystic fibrosis, idiopathic pulmonary fibrosis are two ideal ones I look at. In particular if you look at Tobramycin, there is [indiscernible] from Novartis. We think that's a great opportunity in that market to deliver something more effective to the lungs.
The other area I look at is respiratory, there is a lot of inhalers that really just haven't been reinvented. So I think as we forget about the old drugs work really well, but sometimes you don’t always get enough drugs. So when we think about a lot of the inhalers that are out there, we think there is opportunity in the respiratory space. Respiratory is the one that I wouldn't go alone, but you could see an exclusive partnership with someone that's in the respiratory space that want the device powder portfolio that we could do a lot of work for. |
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Post by sportsrancho on Oct 16, 2018 14:14:34 GMT -5
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Post by tinkusr8215 on Oct 16, 2018 14:21:22 GMT -5
Don’t forget that MC made a point to mention a possible molecule partnership with Novartis in his last cc as well. Would be huge if they did a second or third molecule partnership outside of UTHR with a big pharmaceutical like Novartis. Am not saying they will but no reason for MC to mention if not thinking of it or perhaps in very early discussions. On August 31, Mylan NV (NYSE: MYL) acknowledged that it paid $463 million for Novartis’ cystic fibrosis products. Novartis sold the worldwide rights to commercialize its cystic fibrosis products TOBI Podhaler (tobramycin inhalation powder) and TOBI (tobramycin solution for inhalation). Mylan expects to pay $240 million this year, with the rest coming later. |
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Post by harryx1 on Oct 16, 2018 14:22:41 GMT -5
I would really, really, really like to see Technosphere Tobramycin (T-Tobra or T-Tobi) and would also like to see Technosphere Amphotercin B (T-AmphB) just as much!!!!!!!!!!!!!
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Post by lakers on Oct 16, 2018 14:26:57 GMT -5
I would really, really, really like to see Technosphere Tobramycin (T-Tobra or T-Tobi) and would also like to see Technosphere Amphotercin B (T-AmphB) just as much!!!!!!!!!!!!! It’s called Tobra-T, pronounced as To-braT, the term of endearment. Think of it as the spoiling brat brother of TOBI Podhaler® and Mnkd as the merchant arms dealer which is the company it was destined to become with the valuation it deserves. |
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Post by peppy on Oct 16, 2018 15:21:23 GMT -5
MNKD Nasdaq real time volume, 4,344,210 shares.
MNKD Nasdaq summary volume, 7,888,141 shares.
$1.91/$1.92 +.26. +15.76%
www.nasdaq.com/symbol/mnkd
Price triangle forming.
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Post by peppy on Oct 16, 2018 20:13:44 GMT -5
Don’t forget that MC made a point to mention a possible molecule partnership with Novartis in his last cc as well. Would be huge if they did a second or third molecule partnership outside of UTHR with a big pharmaceutical like Novartis. Am not saying they will but no reason for MC to mention if not thinking of it or perhaps in very early discussions. for PAH, some basic trials were done and discussed with FDA which might have gathered interest from partners since initial results seemed positive. Any internal trials in this second or third molecule?
this is the list.   |
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Post by tinkusr8215 on Oct 16, 2018 21:00:04 GMT -5
You are missing my point. Just having a list is not good enough for potential partners to throw away money. If you notice for PAH , pre IND phase completion and discussing results with FDA and trial design could have triggered the talks with potential suitors. I dont see that pre IND phase past for the other two or any in the list ( which may be outdated?). unless some company has money to gamble.
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Post by peppy on Oct 16, 2018 21:05:54 GMT -5
You are missing my point. Just having a list is not good enough for potential partners to throw away money. If you notice for PAH , pre IND phase completion and discussing results with FDA and trial design could have triggered the talks with potential suitors. I dont see that pre IND phase past for the other two or any in the list ( which may be outdated?). unless some company has money to gamble. yes, I missed the point. lakers hit that today. Excellent post. It’s rather obvious what the second compound is (Tobra-T for Cystic Fibrosis) and who the potential parter is (Novartis). Trobramycin was first approved to treat these infection in 1997 under the brand name TOBI by Novartis, and in 2002 as Bethkis by Chiesi USA. Dr. Reddy acquired Tobramycin Inhalation Solution (generic equivalent to Tobi™) from Teva. in 2016. Aug. 31, 2018, Mylan closed an agreement with Novartis to purchase the worldwide rights to commercialize their global cystic fibrosis products consisting of TOBI Podhaler® and TOBI® solution, which will further enhance Mylan’s respiratory portfolio in the U.S., Europe and certain Rest of World markets. Mylan entered into the agreement on July 30, 2018, for approximately $463 million and the company expects to pay approximately $240 million in 2018. Read more: mnkd.proboards.com/thread/10427/next-potential-apps?page=5#ixzz5Sol4q1LbLike all aminoglycosides,tobramycin does not pass the gastro-intestinal tract, so for systemic use it can only be given intravenously or intramuscularly. Ophthalmic (tobramycin only, Tobrex, or combined with dexamethasone, sold as TobraDex) and nebulised formulations both have low systemic absorption. The formulation for injection is branded Nebcin. The nebulised formulation (brand name Tobi) is indicated in the treatment of exacerbations of chronic infection with Pseudomonas aeruginosa in patients diagnosed with cystic fibrosis. A proprietary formulation of micronized, nebulized tobramycin has been tested as a treatment for bacterial sinusitis. Tobrex is a 0.3% tobramycin sterile ophthalmic solution is produced by Bausch & Lomb Pharmaceuticals. Benzalkonium chloride 0.01% is added as a preservative. It is available by prescription only in the United States and Canada. In certain countries, it is available over the counter. Tobrex and TobraDex are indicated in the treatment of superficial infections of the eye, such as bacterial conjunctivitis. Tobramycin (injection) is also indicated for various severe or life-threatening gram-negative infections: meningitis in neonates, brucellosis, pelvic inflammatory disease, Yersinia pestis infection (plague). Tobramycin is preferred over gentamicin for Pseudomonas aeruginosa pneumonia due to better lung penetration. www.google.com/amp/s/seekingalpha.com/amp/article/4209479-mannkind-corporation-mnkd-ceo-michael-castagna-cantor-fitzgerald-global-healthcare-conferenceBucket one turns out to be one of the easiest. It really is known compounds already delivered to the lung. We met with FDA. We saw very clear feedback in terms of the pathway to approval. Limited to no clinical work and really a program that looks at Phase 1 dose finding bioequivalency. So a very efficient program to develop and not a lot of concerns when the drugs are delivered to the lung. You don't have to worry about the dosing as much. And in that particular one, we were looking at the higher end dose saying, can we achieve higher therapeutic levels than we have seen with other Treprostinil relay programs and that was the unmet need we were trying to solve for in addition to the convenience factor. Q - Unidentified Analyst Is there any preferences with regard to collaboration vis-à-vis additional products as you get rather in license and partner with for specific areas you are focusing. Michael Castagna Yes, there's two areas in particular. So one is lung diseases I’ll say cystic fibrosis, idiopathic pulmonary fibrosis are two ideal ones I look at. In particular if you look at Tobramycin, there is [indiscernible] from Novartis. We think that's a great opportunity in that market to deliver something more effective to the lungs. The other area I look at is respiratory, there is a lot of inhalers that really just haven't been reinvented. So I think as we forget about the old drugs work really well, but sometimes you don’t always get enough drugs. So when we think about a lot of the inhalers that are out there, we think there is opportunity in the respiratory space. Respiratory is the one that I wouldn't go alone, but you could see an exclusive partnership with someone that's in the respiratory space that want the device powder portfolio that we could do a lot of work for. Read more: mnkd.proboards.com/user/1882/recent#ixzz5U9MWjzdk |
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