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Post by prcgorman2 on Jan 15, 2020 7:06:31 GMT -5
Yes - I agree their commercial prospects are questionable particularly the post inspection regulations that would be under scrutiny compared to ts and mnkd hardware... which as some may come to realize we have prepared for etc. . What post inspection regulations are you referring to verse MNKD? I think he might be referring to FDA inspection of production and storage facilities on an on-going basis. (And I assume distribution, etc.). Kind of like USDA and food processing facilities. Keep it clean or they get mean.
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Post by ktim on Jan 15, 2020 18:54:02 GMT -5
And where in FDA approval is ralinepag that UTHR paid Arena $1B for? I still think , and now more than ever, that UTHR bought Trepostinil from MNKD for a few beans just to shelve it. I cant believe that Martine would be such a cold heart b - - - h. She is going on record as being grateful to Mann for his efforts to help his daughter survive. Not to mention that Bruin alumni do not do that to one another. And while we might be desirous of her to play a more active role in insuring MNKD's survival, the reality is, she is extremely busy with her own company and dealings. As a Bruin, I can say I've seen many a Bruin stabbed in the back by fellow alums... and two faculty basically get in a fist fight at a conference. Though I think in this instance the safe bet is assume the deal is face value. UTHR will commercialize TreT, possibly one other API based on TS, and that will be the extent of the relationship. Though I suppose that doesn't give us much to talk about for awhile.
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Post by mango on Jan 15, 2020 19:47:52 GMT -5
I cant believe that Martine would be such a cold heart b - - - h. She is going on record as being grateful to Mann for his efforts to help his daughter survive. Not to mention that Bruin alumni do not do that to one another. And while we might be desirous of her to play a more active role in insuring MNKD's survival, the reality is, she is extremely busy with her own company and dealings. As a Bruin, I can say I've seen many a Bruin stabbed in the back by fellow alums... and two faculty basically get in a fist fight at a conference. Though I think in this instance the safe bet is assume the deal is face value. UTHR will commercialize TreT, possibly one other API based on TS, and that will be the extent of the relationship. Though I suppose that doesn't give us much to talk about for awhile. It is also possible that UT will ask MannKind to use Technosphere for the Samumed Wnt pathway inhibitor SM04646 for IPF (idiopathic pulmonary fibrosis). Considering it is a small molecule designed for inhalation.
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Post by bioexec25 on Jan 15, 2020 20:17:52 GMT -5
I agree Mango. It's likely this has come up during R&D portfolio mgmt discussions. Decision map and portfolio discussion is probably the usual for the most part: molecule fit, efficacy, unmet need, orphan/combo aspects, market universe, strategic play, etc. Overall commercialization risk map notwithstanding.
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Post by georgethenight2 on Jan 15, 2020 23:19:34 GMT -5
I cant believe that Martine would be such a cold heart b - - - h. She is going on record as being grateful to Mann for his efforts to help his daughter survive. Not to mention that Bruin alumni do not do that to one another. And while we might be desirous of her to play a more active role in insuring MNKD's survival, the reality is, she is extremely busy with her own company and dealings. As a Bruin, I can say I've seen many a Bruin stabbed in the back by fellow alums... and two faculty basically get in a fist fight at a conference. Though I think in this instance the safe bet is assume the deal is face value. UTHR will commercialize TreT, possibly one other API based on TS, and that will be the extent of the relationship. Though I suppose that doesn't give us much to talk about for awhile. As a grad myself I can only imagine. I have heard stories similar to what you have posted. But having come from the ALC (Asian Languages and Culture) department, most students were chill and very friendly. Now if it was someone from SC...
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Post by awesomo on Jan 15, 2020 23:24:24 GMT -5
As a Bruin, I can say I've seen many a Bruin stabbed in the back by fellow alums... and two faculty basically get in a fist fight at a conference. Though I think in this instance the safe bet is assume the deal is face value. UTHR will commercialize TreT, possibly one other API based on TS, and that will be the extent of the relationship. Though I suppose that doesn't give us much to talk about for awhile. As a grad myself I can only imagine. I have heard stories similar to what you have posted. But having come from the ALC (Asian Languages and Culture) department, most students were chill and very friendly. Now if it was someone from SC... I went to UCLA Anderson like Martine did, and while overall the class was actually better than I thought it would be in terms of integrity, there were still plenty that would stab you in the back for any amount of gain.
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Post by rfogel on Jan 16, 2020 11:04:39 GMT -5
Liquidia is expected to file an NDA for its inhaled treprostinil this quarter. How much of a lead will that give them over tre-t? Has anyone compared trial results between the two drugs? Liquidia will need to demonstrate superior efficacy compared with current standard of care if they expect to take a meaningful size of the market share. Based on a skimming of PRs from Liquidia, it appears they failed to demonstrate the above. Here’s a snippet of what Liquidia had to say about their Phase 3 results: “The two-month results of the INSPIRE trial are promising for patients with PAH. Inhaled therapy offers the benefit of getting drug directly to the lungs and we are encouraged that the safety, tolerability and quality of life metrics suggest that LIQ861 is an attractive and more convenient therapy versus the currently available inhaled therapies,” said Dr. Hill. I found detailed results for Liquidia's product: liquidia.com/wp-content/uploads/2019/05/LiquidiaScientificPoster_72x36_Final-vRev_1-5.28.19.pdfHas Mannkind published anything similar for tre-t?
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Post by mango on Jan 16, 2020 11:41:59 GMT -5
Liquidia will need to demonstrate superior efficacy compared with current standard of care if they expect to take a meaningful size of the market share. Based on a skimming of PRs from Liquidia, it appears they failed to demonstrate the above. Here’s a snippet of what Liquidia had to say about their Phase 3 results: “The two-month results of the INSPIRE trial are promising for patients with PAH. Inhaled therapy offers the benefit of getting drug directly to the lungs and we are encouraged that the safety, tolerability and quality of life metrics suggest that LIQ861 is an attractive and more convenient therapy versus the currently available inhaled therapies,” said Dr. Hill. I found detailed results for Liquidia's product: liquidia.com/wp-content/uploads/2019/05/LiquidiaScientificPoster_72x36_Final-vRev_1-5.28.19.pdfHas Mannkind published anything similar for tre-t? TreT clinical trial will not be complete until later this year, so no. What we do have, however, is this:
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