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Post by lakon on Nov 17, 2016 11:00:58 GMT -5
Long term strategy - um where is that money coming from? Matt said pretty much everything is on hold waiting for afrezza to carry the load. Matt has put all his eggs into one basket right now, everything else is on the back burner. Can you answer your own question now? Like I said in other threads, MNKD good until 4th of July 2017. Here is my most recent view after the Q3 CC in Nov '16: MNKD is good until 4th of July 2018. I see a path. Can you see it? That said, yes, there is a long-term strategy. The money has come, is coming, and will come. Technosphere Epi is on track for a meeting with the FDA in Dec. The others are moving a little slower due to a focus on Afrezza, RLS, and cash situation; however, those are expected to track well in 2017. Opinions vary. Enjoy!
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Post by slugworth008 on Nov 17, 2016 11:16:46 GMT -5
Long term strategy - um where is that money coming from? Matt said pretty much everything is on hold waiting for afrezza to carry the load. Matt has put all his eggs into one basket right now, everything else is on the back burner. Can you answer your own question now? Like I said in other threads, MNKD good until 4th of July 2017. Here is my most recent view after the Q3 CC in Nov '16: MNKD is good until 4th of July 2018. I see a path. Can you see it? That said, yes, there is a long-term strategy. The money has come, is coming, and will come. Technosphere Epi is on track for a meeting with the FDA in Dec. The others are moving a little slower due to a focus on Afrezza, RLS, and cash situation; however, those are expected to track well in 2017. Opinions vary. Enjoy! Technosphere epi I really think can come to fruition (IMO)...will it though is the real question. RLS is a partnership I'll buy when they show us the money. Focusing on Afrezza is absolutely the right track - progress on anything else is a bonus - IMO. That being said I'm firmly convinced that my brokerage account will be very green in 2017 and that will be refreshing.
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Post by wgreystone on Nov 17, 2016 18:18:20 GMT -5
If MNKD can find a partner for EpiHale, then it might carry Afrezza forward.
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Post by audiomr on Nov 17, 2016 23:41:04 GMT -5
Afrezza has to stand on its own. If Mannkind can't get serious traction for Afrezza before EpiHale comes out, it's over.
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Post by brotherm1 on Nov 18, 2016 1:38:25 GMT -5
Afrezza has to stand on its own. If Mannkind can't get serious traction for Afrezza before EpiHale comes out, it's over. Not necessarily
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Post by lakon on Nov 19, 2016 5:54:19 GMT -5
Afrezza has to stand on its own. If Mannkind can't get serious traction for Afrezza before EpiHale comes out, it's over. Not necessarily I disagree with the first, and second the second. Serious traction for Afrezza is a goal, the #1 goal. There are backup plans to provide the time needed to reach the goal. You may not like all of the alternatives, but the goal is worldwide domination by Afrezza for dramatically improved outcomes for PWD to prevent a catastrophe. As Al Mann stated, if something is not done about the trajectory of diabetes growth globally, it will bankrupt the entire system. Don't expect Afrezza to fix everything at once, just because it's there. The same goes for Epi, RLS, etc. Put them all together, and there may be enough time to get serious traction. You also have to realize that the standard of care is WRONG. Convincing people to change is hard. Back on topic, inhaled treprostinil (Tyvaso) can be improved by a new formulation on Technosphere. The market is ripe for competition, and the incumbent is an innovator who may wish to partner to maintain position. There is precedence and promise here.
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Post by patten1962 on Nov 19, 2016 6:46:21 GMT -5
It is truly a tragedy that with three different CEOs, Mnkd has not figured out how to monetize the TS and a bunch of patents. Instead, they blindly put all eggs in one basket. With $2.6B sunk over 10 years, Mnkd could have come up with multiple ground breaking products as RLS has staked out. It's sad that they can only come up with Afrezza and fumbled it big time. Mnkd didn't understand the word diversification. Dr Solomon must have disagreed with Al about putting all eggs in one basket and left Mnkd. Ditto Andrea Leone-Bay to join RLS. It's time for RLS's backers to pump money into Mnkd for < 50% stake, reverse merge RLS into Mnkd to fully benefit from NOL, install their own CEO and Dirs. I was told at the shareholders meeting last year no Partnerships are overseas deals would happen until the sanofi exit deal was finalized. Maybe now we will start seeing some deals over the next few months.
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Post by Deleted on Nov 19, 2016 7:58:15 GMT -5
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Post by Deleted on Nov 19, 2016 8:08:37 GMT -5
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Post by lakon on Nov 21, 2016 11:08:09 GMT -5
First, you make a great point about Actelion. They have a lot going for them as a partner. From their web site: "Actelion has a dedicated team focused on identifying innovation from external sources that complements our business approach. Learn more about our collaborations with ReveraGen BioPharma, Inc., Nippon Shinyaku, Bayer Schering Pharma AG and Oxford GlycoScience." "Actelion holds the exclusive US rights for inhaled iloprost, marketed under the brand name Ventavis®, an inhaled treatment for pulmonary arterial hypertension ( PAH), licensed from Bayer Schering Pharma AG (through the acquisition of CoTherix Inc.)...Actelion books all sales of Ventavis® in the US, and pays a royalty on sales to Bayer Schering Pharma AG. In addition to this royalty, Actelion is contractually required to pay one final milestone payment to Bayer Schering Pharma AG upon achieving a set sales target." " Actelion mainly integrates additional innovation into its pipeline through in-licensing..." " Vaxxilon AG is dedicated to the discovery, development and commercialization of innovative synthetic carbohydrate vaccines to prevent, first and foremost, bacterial infections. Vaxxilon has licensed multiple preclinical vaccine candidates to target pathogens for which there are no approved vaccines, or for which existing vaccines do not fully meet medical needs. Vaxxilon was created in 2015 by Actelion Ltd and the Max Planck Society." Actelion might consider licensing Mannkind Technosphere, but on the surface, Mannkind and Actelion seem to have different strategies with regard to PAH. The existing relationships in Europe and Japan are interesting. From a technical perspective, Ventavis uses a far larger inhaler that is further complicated by being a battery powered nebulizer. There is room for simplification and improvement by using a dry powder inhaler; however, the same point is the topic of this thread. What is the patent life on their drugs? Well, it's not their drug in the case of Ventavis; it is licensed from Bayer Schering Pharma AG so that could further complicate any deals. While there are some positive aspects when contemplating a relationship between Mannkind and Actelion, like you mentioned, I think that it might be a difficult arrangement to achieve. Second, United Therapeutics Corporation seems to be a better fit with more in common. Like Mannkind, they were formed by a billionaire trying to solve an unmet medical need, in this case, with a personal connection to the condition PAH, a daughter. There was another background in satellites (spacecraft) and difficulty transitioning to biopharma. With the short-term goal achieved, they are working on the long-term goal of mass producing transplant-able human organs. Interestingly enough from memory, their patent on Treprostinil expires in a few years so they may be interested in a new formulation to extend the runway. MNKD's pipeline includes: MNKD/Treprostinil : UTHR/Tyvaso MNKD/PDE-5 Inhibitor : UTHR/Adcirca MNKD/Patent portfolio : UTHR/Unituxin (GD2-binding monoclonal antibody) MNKD/Tacrolimus : UTHR/Manufactured organs for transplant (Tacrolimus is an anti-rejection drug used after lung transplants...) " United Therapeutics Corporation is a biotechnology company focused on the development and commercialization of innovative products to address the unmet medical needs of patients with chronic and life-threatening conditions." "Achieve our goals by doing the right thing and using the highest ethical standards." www.unither.com/pipeline.htmlwww.unither.com/gfx/Pipeline_1010_v1-page-001.jpg (Implantable system for Remodulin and pain-free subq...) www.unither.com/gfx/Pipeline_1010_v1-page-002.jpg (Manufactured organs...) In summary, I'm in favor of many partners, but I can hardly imagine a better fit than UTHR for the future of mankind.
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Post by Deleted on Nov 21, 2016 11:21:41 GMT -5
I only posted to highlight the market potential to give a broader perspective and that they are other options.
Very good analysis 👍 On who could be the right one to partner
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Post by lakon on Nov 21, 2016 12:06:44 GMT -5
I only posted to highlight the market potential to give a broader perspective and that they are other options. Very good analysis 👍 On who could be the right one to partner Your post was well received. I like a broader perspective. Please, continue posting valuable info, and thank you for complimenting my analysis. I was not clear about the vaccine efforts, but I think in the context of MNKD/Technovax, there could be some interesting angles...
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Post by lakon on Sept 4, 2018 9:41:15 GMT -5
If I was in charge of long-term strategy: ...a partnership with www.unither.com/ would change everything overnight in my opinion... Bringing in another billionaire with connections is going to be a big STFU to the naysayers. I'm still optimistic about the possibility of this happening within a year. If not them, the second best option is a big player who wants to compete with them, not good for UTHR, so... www.tyvaso.com/dtc (c'mon Technosphere blows the doors off theirs) www.unither.com/pipeline.html (inhale anti-rejection drugs for their organs) Okay, I should have said, "...within 2 years." My bad. (I need to keep reminding myself: Pharma is slower than Tech.)
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Post by peppy on Sept 4, 2018 9:43:48 GMT -5
I only posted to highlight the market potential to give a broader perspective and that they are other options. Very good analysis 👍 On who could be the right one to partner Your post was well received. I like a broader perspective. Please, continue posting valuable info, and thank you for complimenting my analysis. I was not clear about the vaccine efforts, but I think in the context of MNKD/Technovax, there could be some interesting angles... What the heck lakon. That post is dated almost two years ago.
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Post by lakon on Sept 4, 2018 10:05:53 GMT -5
My point exactly...and here's another combo, Ma'am Mix-a-Lot... www.unither.com/pipeline.html (inhale anti-rejection drugs for their organs) [also, hormone research] In summary, I'm in favor of many partners, but I can hardly imagine a better fit than UTHR for the future of mankind [literally]. "Baby Got Back"
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