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Post by rockstarrick on Mar 13, 2019 17:19:17 GMT -5
I don't see where you found that UTH wants to produce it's own Tre-T-
Maybe the case is they will just produce bulk trepostinil, ship to Danbury, where MNKD will then load it onto the technosphere molecules, package & ship... That's what I would think - MNKD has the specialized equipment to bind various drugs to the Technosphere particles. The only FDA Approved and certified equipment for sure. |
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Post by Thundersnow on Mar 13, 2019 17:44:33 GMT -5
With the cost involved in constructing our production facility, I can’t understand why UTH wants to produce it’s own commercial quanties of TreT. We are so underutilized, MNKD could sell product at cost and benefit both companies. The only thing I can think is the UTH is forecasting very high production volumes for TreT and other molecules. I don't see where you found that UTH wants to produce it's own Tre-T-
Maybe the case is they will just produce bulk trepostinil, ship to Danbury, where MNKD will then load it onto the technosphere molecules, package & ship... It's in the agreement. MNKD will produce testing samples, Phase 3 Trial product and initial FD Approved Product until UTHR gets up and running. UTHR owns a license to manufacturing and market TreT. |
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Post by agedhippie on Mar 13, 2019 17:54:27 GMT -5
I think a better way to put it is that UTHR is not obliged to have Mannkind put this into production, but that does not stop them from having Mannkind put it into production. Basically it's UTHR keeping their options open and I would expect Mannkind to end up with the manufacturing contract.
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Post by mnkdfann on Mar 13, 2019 17:58:45 GMT -5
I may be wrong in my thinking, but I imagine if Mannkind did the production then UTHR would have to pay for the physical product (in addition to any royalties). I doubt Mannkind would give the product away at cost. So why wouldn't UTHR want to produce it on their own and reap the extra savings / profit?
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Post by mannmade on Mar 13, 2019 18:24:12 GMT -5
Likely looking to produce so they can control quality and quantities plus they may be looking at adding many more TS platform molecules. This is just my opinion but I have always believed that they would be the perfect partner for mnkd. So perhaps this is part of their vision... they seem to be pretty favorably disposed to Trep T.
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Post by mango on Mar 14, 2019 19:14:34 GMT -5
United has stated numerous times that they will be doing the long-term manufacture of Technosphere Treprostinil. Remember that it was Sanofi who lacked the expertise required to manufacture Technosphere Insulin, which means MannKind's technology was far too advanced for Sanofi to understand on the level needed to reliably and successfully do it. United Therapeutics has the required expertise. Their state-of-the-art organ manufacturing facility is mind blowing. www.utunisphere.com/home/sustainability/And, there's also this—"The exciting thing about Esuberaprost is that we are manufacturing it ourselves. And as you many know it is a very complex drug manufactured because it's just a single isomer, the single effective isomer of an otherwise ischemic molecule beraprost. And even our great partners in Japan employed, the greatest chemical companies in the world was not able to manufacture the single isomer Esuberaprost form of the drug, which then had a very, but we were able to do that" www.fool.com/earnings/call-transcripts/2019/02/27/united-therapeutics-corp-uthr-q4-2018-earnings-con.aspxMannKind cannot just partner with any one off the BP list—the companies need to be able to understand MannKind's technology and manufacturing equipment (cue Sanofi). We would sink the ship by just transfering this stuff to a flake. Patients lives are at stake, as well as the future of the company. Look at the company who manufactures Eli Lilly's generic insulin lispro. Aside from their criminal history, would you say that company could run and operate MannKind's facility on the same level? Lol... This says a great deal about United and the future of the Partnership. |
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Post by agedhippie on Mar 15, 2019 11:01:18 GMT -5
... MannKind cannot just partner with any one off the BP list—the companies need to be able to understand MannKind's technology and manufacturing equipment (cue Sanofi). We would sink the ship by just transfering this stuff to a flake. Patients lives are at stake, as well as the future of the company. Look at the company who manufactures Eli Lilly's generic insulin lispro. Aside from their criminal history, would you say that company could run and operate MannKind's facility on the same level? Lol... Eli Lilly manufactures their generic lispro (they have a huge plant in Indianapolis that makes lispro). IMClone is just the sales channel and doesn't have the plant to make lispro. |
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Post by ktim on Mar 15, 2019 13:08:56 GMT -5
Likely looking to produce so they can control quality and quantities plus they may be looking at adding many more TS platform molecules. This is just my opinion but I have always believed that they would be the perfect partner for mnkd. So perhaps this is part of their vision... they seem to be pretty favorably disposed to Trep T. The SNY deal also contemplated transferring manufacturing to SNY. I would think almost any deal MNKD does now would have that provision because until MNKD is a profitable company any partner would be worried about long term viability of MNKD. Additionally, eventually the relevant TS patents expire and partners would not want to be on disadvantaged footing at that point with others potentially entering the market with their own manufacturing. Though in practice I think producing and getting approval for a TS biosimilar might be a tall order. |
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