Post by Clement on Mar 11, 2019 17:12:31 GMT -5
My quick notes. The CFO presented & spend approx 2 minutes of a 30 minute presentation on TreT of which there was one dedicated slide. Not insignificant in my view. My quick notes are as follows:
In 2018 we entered into a worldwide exclusive license in collaboration agreement with Mannkind Corp for development and commercialization of a dry powder formulation of trepostinal called techonosphere trepostinal or Tre T. Simply put TreT incorporates powder formulated formulation technology currently used by mankind products Afrezza and also reduces the burden of trepostinal inhation from a nebulizer down to a small device. If the FDA approved TreT we believe this new inhalation therapy will provide substantial lifestyle benefits because it will be less time consuming and easier to administer and 2 will be mobile and more convenient. We plan to commence a clinical study called Breeze during the 1st half of 2019 to evaluate the switching of PAH patients from Tyvaso to TreT as well as a form of connect pharmacokinetic study in healthy volunteers we also plan to develop TreT for patients with PAH ILD and COPD and in addition the IP protection for TreT and the current devices include multiple patent families covering US and other major markets with expiration date the range from the mid 2020's to the mid 2030s
Three Phase 3 trials, BEAT INCREASE & PERFECT, either fully enrolled or quickly enrolling will feed the Tyvaso Platform. BREEZE will be the proving grounds for TreT to take over that platform. SO likes to tout the Ralinepag licensing agreement, but I'll take our agreement in the long run anytime! Add the undisclosed compound and UT is counting on little ole MNKD to support a more than doubling of the company in the next few years. Did I hear that right?
Thanks for identifying specifically where this comes from.