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Post by lakers on Nov 14, 2015 15:10:09 GMT -5
A Look at Mnkd's Potential Oncology TS Pipeline, next indicator Read more: mnkd.proboards.com/thread/4155/mnkds-potential-oncology-ts-pipeline#ixzz3rUz33w5WSanofi chief positive on new drugs as he warns on profits French drugmaker group Sanofi new CEO Olivier Brandicourt addresses the groups general meeting in Paris©AFP Sanofi chief executive Olivier Brandicourt When Olivier Brandicourt took over as chief executive of Sanofi in April, there was a lot for him to be optimistic about. A new cholesterol drug called Praluent, tipped for multibillion-dollar sales, was about to be launched with several other promising products following close behind. Seven months later, the outlook has become more mixed as the 59-year-old warned investors on Friday not to expect any "meaningful" profit growth for the next two years. Shares in Sanofi fell almost 6 per cent in response. In an interview with the Financial Times, Mr Brandicourt admitted that a downturn in diabetes drugs — responsible for a fifth of total revenues — had made his job more difficult as Sanofi's best-selling Lantus insulin faces competition from cheaper copycats. He insisted Sanofi remained “strongly committed” to reviving its diabetes business, citing two multibillion-dollar licensing deals announced last week with Lexicon Pharmaceuticals of the US and Hanmi of South Korea to develop new treatments for the disease. However, Mr Brandicourt made clear he was also looking for alternative sources of growth. Existing areas of strength such as cardiovascular medicine, rare diseases and vaccines would be bolstered, he said, and a renewed attempt was promised to crack one of the most lucrative areas of the pharmaceuticals market: oncology. Mr Brandicourt lamented how Sanofi had “made a series of mis-steps” that left it absent from an important new category of cancer drugs called immuno-oncology, which is being led by Merck, Bristol-Myers Squibb, Roche and AstraZeneca. He took the first step towards making up lost ground in July through a deal worth up to $2.2bn to jointly develop cancer immunotherapies with Regeneron, the US biotech company in which Sanofi has a 22.5 per cent stake. On Friday, he said there would be further investment and possibly acquisitions in oncology. “We are not saying we will become leader . . . but it means participating in a meaningful way,” he said. “We think we can leapfrog and catch up very quickly . . . I know people are doubtful but we will make sure we prove them wrong.” Resources look likely to be freed up for oncology and other priorities through the disposal of two non-core businesses: animal health and generic medicines in Europe. While a final decision has not been made, Mr Brandicourt said: “We will consider all options from IPO, to sale, to JV.” A €1.5bn cost-saving programme will unlock further capital for growth areas, he said, with a pledge to lift investment in research and development by a fifth to €6bn by 2020. Much of Sanofi’s most exciting science is carried out by Genzyme, the Boston-based biotech unit acquired for €20bn in 2011. That was the last large deal done by the French company and Mr Brandicourt, who has been involved in big acquisitions in previous roles at Bayer and Pfizer, said he was open to more. “We can accelerate our presence [in growth areas] through targeted M&A . . . If there is something that makes sense we have the capability.” He planned to increase integration between Sanofi’s different business units — a process he said was left unfinished from previous deals. Restructuring could create tensions with powerful French labour unions but Mr Brandicourt said cost cuts would be spread around the world. The aim was for a more “streamlined” organisation with “clear priorities”, he added, while maintaining diversification through pharmaceuticals, vaccines and consumer health. A good relationship will be crucial with Serge Weinberg, Sanofi’s politically well-connected chairman, after the communications breakdown blamed for the firing of Chris Viehbacher as chief executive a year ago. Mr Brandicourt said that, so far, relations were going well. www.ft.com/intl/cms/s/0/2b60c9d0-845f-11e5-9dc0-186bb1146746.html#axzz3rUxMtYs8 |
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Post by jpg on Nov 14, 2015 16:14:18 GMT -5
I think Sanofi shareholders will become very nostalgic for the days of Viehbacher and that Weinberg will not be such a popular figure (as if he cares).
TS oncology pipeline?
Mannkind has no TS oncology pipeline that I am aware of? I think this is not a 'reality based' vision... What Rx would be used with TS sand when has Mannkind said they were actively looking at this? Why would Sanofi want TS based oncology Rx?
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Post by lakers on Nov 14, 2015 20:27:52 GMT -5
I think Sanofi shareholders will become very nostalgic for the days of Viehbacher and that Weinberg will not be such a popular figure (as if he cares). TS oncology pipeline? Mannkind has no TS oncology pipeline that I am aware of? I think this is not a 'reality based' vision... What Rx would be used with TS sand when has Mannkind said they were actively looking at this? Why would Sanofi want TS based oncology Rx? There was a public domain slide on TS oncology (cancer for layman). I currently have no access to ... You can dig it up now or wait until I have access next week, have been busy.... As a PCP and a long time investor, I am confident you will successfully dig it up. It's left as an exercise to eager investors. |
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Post by jpg on Nov 14, 2015 20:40:09 GMT -5
I'm fully aware of what they said but oncology TS can mean anti nausea drugs (which is my first guess) as much as anything else... I know of no obvious and easy to market oncology application for TS. Many people are hyping this a lot I think and posting empty speculation (as I would say the above post fall into).
And I am no longer an 'eager investor' but now more curious...
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Post by lakers on Nov 14, 2015 20:50:58 GMT -5
I'm fully aware of what they said but oncology TS can mean anti nausea drugs (which is my first guess) as much as anything else... I know of no obvious and easy to market oncology application for TS. Many people are hyping this a lot I think and posting empty speculation (as I would say the above post fall into). And I am no longer an 'eager investor' but now more curious... You mentioned you sold your position in a previous post. Are you waiting to rebuild your position? Merely curious while spending decent time? Nah. I am disappointed that you didn't do your own DD. There was a public domain slide .... Wish you find it before passing your judgement. There was one chap here adept at digging. I can't recall his pen name. |
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Post by peppy on Nov 14, 2015 21:21:56 GMT -5
I'm fully aware of what they said but oncology TS can mean anti nausea drugs (which is my first guess) as much as anything else... I know of no obvious and easy to market oncology application for TS. Many people are hyping this a lot I think and posting empty speculation (as I would say the above post fall into). And I am no longer an 'eager investor' but now more curious... You mentioned you sold your position in a previous post. Are you waiting to rebuild your position? Merely curious while spending decent time? Nah. I am disappointed that you didn't do your own DD. There was a public domain slide .... Wish you find it before passing your judgement. There was one chap here adept at digging. I can't recall his pen name.  |
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Post by jpg on Nov 15, 2015 1:33:12 GMT -5
I'm fully aware of what they said but oncology TS can mean anti nausea drugs (which is my first guess) as much as anything else... I know of no obvious and easy to market oncology application for TS. Many people are hyping this a lot I think and posting empty speculation (as I would say the above post fall into). And I am no longer an 'eager investor' but now more curious... You mentioned you sold your position in a previous post. Are you waiting to rebuild your position? Merely curious while spending decent time? Nah. I am disappointed that you didn't do your own DD. There was a public domain slide .... Wish you find it before passing your judgement. There was one chap here adept at digging. I can't recall his pen name. Sorry to disappoint a poster of always reliable and actionable information with my lack of DD. And what exactly did it say on this public domain slide that was so revealing other than what is posted just above by Peppy and that everyone (including yours truly) knows about? Oncology is a big world and can be interpreted as being many things. Inhaled Odansetron would be my first guess? If you know anything more please share it and I will humbly bow to your superior knowledge and gladly take it into consideration (that's why we come here no?). As for me still being here and having sold: is that an issue? Is this board only for longs and shorts? Selling was as hard as buying. As for my plans to 'rebuild my position' it will depend on what my DD tells me. Part of my DD can be done reading this board no? I've been a boringly repetitively frequent poster. If I'm still here it's because I still believe in Afrezza but not enough in Sanofi to put money in back of my belief in the drug. And yes I find 'loose associations' as being obvious conclusions to be questionable DD (some would use less polite terminology)... Israel listing means 'Teva is for certain in the loop' being is another good non sequitur. I could make a surprisingly long list of 'conclusions' based on shaky associations. We don't want to turn this board into a treasure trove of non sequitur statements do we? |
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Post by kball on Nov 15, 2015 4:40:39 GMT -5
You mentioned you sold your position in a previous post. Are you waiting to rebuild your position? Merely curious while spending decent time? Nah. I am disappointed that you didn't do your own DD. There was a public domain slide .... Wish you find it before passing your judgement.
There was one chap here adept at digging. I can't recall his pen name.Sorry to disappoint a poster of always reliable and actionable information with my lack of DD. And what exactly did it say on this public domain slide that was so revealing other than what is posted just above by Peppy and that everyone (including yours truly) knows about? Oncology is a big world and can be interpreted as being many things. Inhaled Odansetron would be my first guess? -SNIP- A few conference calls ago either Matt or Hakan (can't recall) was quite clear it was an antiemetic for oncology. Lakers-u may be thinking of Harryx1? (btw 1-8...Ouch. Hurts just watching them) |
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Post by lakers on Nov 18, 2015 16:38:18 GMT -5
New Oncology patent. See the bold API. Title: Formation of N-protected 3,6-bis-(4-aminobutyl) -2, 5-diketopiperazine through a cyclic α-N-protected active amino ester intermediate Document Type and Number: United States Patent 9187433 mnkd.proboards.com/thread/4201/patent-biologically-active-agentswww.freepatentsonline.com/9187433.htmlApplication Number: 14/629046 Publication Date: 11/17/2015
Filing Date: 02/23/2015BACKGROUND Drug delivery is a persistent problem in the administration of active agents to patients. Conventional means for delivering active agents are often severely limited by biological, chemical, and physical barriers. Typically, these barriers are imposed by the environment through which delivery occurs, the environment of the target for delivery, or the target itself. Biologically active agents are particularly vulnerable to such barriers. For example in the delivery to humans of pharmacological and therapeutic agents, barriers are imposed by the body. Examples of physical barriers are the skin and various organ membranes that must be traversed before reaching a target. Chemical barriers include, but are not limited to, pH variations, lipid bi-layers, and degrading enzymes. These barriers are of particular significance in the design of oral delivery systems. Oral delivery of many biologically active agents would be the route of choice for administration to animals if not for biological, chemical, and physical barriers such as varying pH in the gastrointestinal (GI) tract, powerful digestive enzymes, and active agent impermeable gastrointestinal membranes. Among the numerous agents which are not typically amenable to oral administration are biologically active peptides, such as calcitonin and insulin; polysaccharides, and in particular mucopolysaccharides including, but not limited to, heparin; heparinoids; antibiotics; and other organic substances. These agents are rapidly rendered ineffective or are destroyed in the gastrointestinal tract by acid hydrolysis, enzymes, or the like. Earlier methods for orally administering vulnerable pharmacological agents have relied on the co-administration of adjuvants (e.g., resorcinols and non-ionic surfactants such as polyoxyethylene oleyl ether and n-hexadecylpolyethylene ether) to increase artificially the permeability of the intestinal walls, as well as the co-administration of enzymatic inhibitors (e.g., pancreatic trypsin inhibitors, diisopropylfluorophosphate (DFF) and trasylol) to inhibit enzymatic degradation. Liposomes have also been described as drug delivery systems for insulin and heparin. See, for example, U.S. Pat. No. 4,239,754; Patel et al. (1976), FEBS Letters, Vol. 62, pg. 60; and Hashimoto et al. (1979), Endocrinology Japan, Vol. 26, pg. 337. However, broad spectrum use of drug delivery systems is precluded due to a variety of reasons including: (1) the systems require toxic amounts of adjuvants or inhibitors; (2) suitable low molecular weight cargos, i.e. active agents, are not available; (3) the systems exhibit poor stability and inadequate shelf life; (4) the systems are difficult to manufacture; (5) the systems fail to protect the active agent (cargo); (6) the systems adversely alter the active agent; or (7) the systems fail to allow or promote absorption of the active agent. More recently, microspheres of artificial polymers of mixed amino acids (proteinoids) have been used to deliver pharmaceuticals. For example, U.S. Pat. No. 4,925,673 describes drug-containing proteinoid microsphere carriers as well as methods for their preparation and use. These proteinoid microspheres are useful for the delivery of a number of active agents. There is still a need in the art for simple, inexpensive delivery systems which are easily prepared and which can deliver a broad range of active agents. One class of delivery system that has shown promise is diketopiperazines. In particular, 3,6-bis-substituted diketopiperazines have been shown to effectively deliver biologically active agents across the lining of the lung. www.americantradejournal.com/company-shares-of-momenta-pharmaceuticals-inc-nasdaqmnta-rally-1-97/6146657/Momenta Pharmaceuticals, Inc. (Momenta) is a biotechnology company specializing in the characterization and process engineering of complex molecules. These complex molecules include proteins, polypeptides, and cell surface polysaccharides, such as heparan-sulfate proteoglycans (HSPGs). This results in a diversified product pipeline of complex generic, follow-on biologic (FOB) and novel drugs. The Companys complex generic programs target marketed products, which were originally approved by the United States Food and Drug Administration (FDA) as New Drug Applications (NDAs). Its M356, is designed to be a generic version of Copaxone (glatiramer acetate injection), a drug that is indicated for the reduction of the frequency of relapses in patients with Relapsing-Remitting Multiple Sclerosis (RRMS). During the year ended December 31, 2011, it acquired the assets of Virdante. On February 13, 2012 it entered into a global collaboration (Baxter Agreement) with Baxter International Inc. Could Teva partner w/Mnkd for expiring Copaxone MS BlockBuster ?mnkd.proboards.com/thread/3827/teva-partner-expiring-copaxone-blockbust#ixzz3rsphmgkZ |
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Post by peppy on Nov 18, 2015 16:52:10 GMT -5
New Oncology patent. See the bold API. Title: Formation of N-protected 3,6-bis-(4-aminobutyl) -2, 5- diketopiperazine through a cyclic α-N-protected active amino ester intermediate Document Type and Number: United States Patent 9187433 mnkd.proboards.com/thread/4201/patent-biologically-active-agentswww.freepatentsonline.com/9187433.htmlApplication Number: 14/629046 Publication Date: 11/17/2015
Filing Date: 02/23/2015BACKGROUND Drug delivery is a persistent problem in the administration of active agents to patients. Conventional means for delivering active agents are often severely limited by biological, chemical, and physical barriers. Typically, these barriers are imposed by the environment through which delivery occurs, the environment of the target for delivery, or the target itself. Biologically active agents are particularly vulnerable to such barriers. For example in the delivery to humans of pharmacological and therapeutic agents, barriers are imposed by the body. Examples of physical barriers are the skin and various organ membranes that must be traversed before reaching a target. Chemical barriers include, but are not limited to, pH variations, lipid bi-layers, and degrading enzymes. These barriers are of particular significance in the design of oral delivery systems. Oral delivery of many biologically active agents would be the route of choice for administration to animals if not for biological, chemical, and physical barriers such as varying pH in the gastrointestinal (GI) tract, powerful digestive enzymes, and active agent impermeable gastrointestinal membranes. Among the numerous agents which are not typically amenable to oral administration are biologically active peptides, such as calcitonin and insulin; polysaccharides, and in particular mucopolysaccharides including, but not limited to, heparin; heparinoids; antibiotics; and other organic substances. These agents are rapidly rendered ineffective or are destroyed in the gastrointestinal tract by acid hydrolysis, enzymes, or the like. Earlier methods for orally administering vulnerable pharmacological agents have relied on the co-administration of adjuvants (e.g., resorcinols and non-ionic surfactants such as polyoxyethylene oleyl ether and n-hexadecylpolyethylene ether) to increase artificially the permeability of the intestinal walls, as well as the co-administration of enzymatic inhibitors (e.g., pancreatic trypsin inhibitors, diisopropylfluorophosphate (DFF) and trasylol) to inhibit enzymatic degradation. Liposomes have also been described as drug delivery systems for insulin and heparin. See, for example, U.S. Pat. No. 4,239,754; Patel et al. (1976), FEBS Letters, Vol. 62, pg. 60; and Hashimoto et al. (1979), Endocrinology Japan, Vol. 26, pg. 337. However, broad spectrum use of drug delivery systems is precluded due to a variety of reasons including: (1) the systems require toxic amounts of adjuvants or inhibitors; (2) suitable low molecular weight cargos, i.e. active agents, are not available; (3) the systems exhibit poor stability and inadequate shelf life; (4) the systems are difficult to manufacture; (5) the systems fail to protect the active agent (cargo); (6) the systems adversely alter the active agent; or (7) the systems fail to allow or promote absorption of the active agent. More recently, microspheres of artificial polymers of mixed amino acids (proteinoids) have been used to deliver pharmaceuticals. For example, U.S. Pat. No. 4,925,673 describes drug-containing proteinoid microsphere carriers as well as methods for their preparation and use. These proteinoid microspheres are useful for the delivery of a number of active agents. There is still a need in the art for simple, inexpensive delivery systems which are easily prepared and which can deliver a broad range of active agents. One class of delivery system that has shown promise is diketopiperazines. In particular, 3,6-bis-substituted diketopiperazines have been shown to effectively deliver biologically active agents across the lining of the lung. see; Technosphere diketopiperzine in bold text (sentence number two) and we know Sanofi patented a new/different inhaler . Lakers, you are the man. Added: www.sigmaaldrich.com/catalog/product/sigma/a0156?lang=en®ion=US screencast.com/t/ipd4tJgvA screencast.com/t/Mbu9cBxy just looking Tell me what I am not seeing.
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