|
Post by robbmo on Jun 7, 2018 10:23:26 GMT -5
|
|
|
Post by sportsrancho on Jun 7, 2018 10:36:43 GMT -5
|
|
|
Post by babaoriley on Jun 7, 2018 10:44:07 GMT -5
Geez, someone must have gotten to SO in a big way!!!
|
|
|
Post by comnkd on Jun 7, 2018 10:52:21 GMT -5
34 pages of instructions. 16 accessories required to administer. Device maintenance. /facepalm
|
|
|
Post by cjm18 on Jun 7, 2018 10:57:17 GMT -5
He says deerfield is owed money in 6 weeks. Is he is mistaken?
|
|
|
Post by gareaudan on Jun 7, 2018 11:05:53 GMT -5
Ok, here is a more specific question than my last one. what would you prefer between selling trepT for 50 M$ to 100M$ ( these numbers are based on nothing and are for the sole purpose of discussion) to help financing afrezza or keep it and have the possibilities to make more after 2020. At this point, I would prefer have enough money to push afrezza than another product in the pipeline. gareaudan - Maybe MNKD can have both; a trepT partner with enough up-front cash to fund Afrezza and a cut of the downstream revenue if it becomes wildly successful. After all, won't MNKD still be the manufacturer even if they "sell" it to someone else? absolutely, i would love that if the upfront is in the double digital M$ but its just that we didnt had a lot of success with our upfront or milestone payement latetly . One or two millions wont do it, we need a lot more.
|
|
|
Post by centralcoastinvestor on Jun 7, 2018 11:13:05 GMT -5
This is where the Bluehale device in combo with a Dreamboat device will work wonders. Treatment done in less than a minute.
|
|
|
Post by harryx1 on Jun 7, 2018 11:21:41 GMT -5
|
|
|
Post by bioexec25 on Jun 7, 2018 11:33:53 GMT -5
|
|
|
Post by mnholdem on Jun 7, 2018 11:39:24 GMT -5
do I remember correctly that when trepT suddenly replaced epi , some thought that it was because it was easier to partner or sale and that we might already have someone waiting to see if the product was safe. So, now that we proved that the product is safe, what are the chances that we sale the right instead of waiting the end of the studies and how much could it worth at this point? I posted some thoughts on this some time ago. Based on the pipeline graphics at the corporate website, one could surmise that MannKind already has a partner in negotiations for TreT. As you can see from the pipeline graphic (below), it's clearly indicated that Epinephrine Technosphere and Palonosetron Technosphere are "AVAILABLE FOR LICENSE". Why wouldn't the Trepostinil say the same thing if MannKind didn't already have a partner for it?
|
|
|
Post by centralcoastinvestor on Jun 7, 2018 11:41:19 GMT -5
do I remember correctly that when trepT suddenly replaced epi , some thought that it was because it was easier to partner or sale and that we might already have someone waiting to see if the product was safe. So, now that we proved that the product is safe, what are the chances that we sale the right instead of waiting the end of the studies and how much could it worth at this point? I posted some thoughts on this some time ago. Based on the pipeline graphics at the corporate website, one could surmise that MannKind already has a partner in negotiations for TreT. As you can see from the pipeline graphic (below), it's clearly indicated that Epinephrine Technosphere and Palonosetron Technosphere are "AVAILABLE FOR LICENSE". Why wouldn't the Trepostinil say the same thing if MannKind didn't already have a partner for it?
Very, very good point!!!
|
|
|
Post by sportsrancho on Jun 7, 2018 11:45:50 GMT -5
|
|
|
Post by mnholdem on Jun 7, 2018 11:45:55 GMT -5
Mike said at ASM he wanted a partner for TrepT. Passing P 1 was probably a contigency of the term sheets he spoke of. Partner = cash non dilutive. Assume that a separate production line would be installed in Danbury for this product? How many different dosages would need to be made? Correct me if my memory is wrong: Existing product requires 8-12 daily doses from a large device and annual cost is around $125K. Lastly, is there some orphan status to this therapeutic class and if so, what are the ramifications? If I understand today's press release correctly, Trepostinil Technosphere can deliver larger doses than can be safely administered with Tyvaso. Larger doses could translate to fewer doses, but MannKind won't be able to elaborate on that until the Phase 3 PK Study is conducted to provide data on efficacy. An educated guess is that less doses will be needed daily with TreT than with the current treatments.
As far as your inquiry about orphan status, Trepostinil is not a new API so orphan would not be likely...or even needed, IMHO.
|
|
|
Post by gareaudan on Jun 7, 2018 11:58:22 GMT -5
I posted some thoughts on this some time ago. Based on the pipeline graphics at the corporate website, one could surmise that MannKind already has a partner in negotiations for TreT. As you can see from the pipeline graphic (below), it's clearly indicated that Epinephrine Technosphere and Palonosetron Technosphere are "AVAILABLE FOR LICENSE". Why wouldn't the Trepostinil say the same thing if MannKind didn't already have a partner for it?
Very, very good point!!! very good point indeed! On the other hand,why afrezza would not be ''AVAILABLE FOR LICENSE'' also? Thanks mnholdem!
|
|
|
Post by uvula on Jun 7, 2018 11:59:59 GMT -5
Once the drug gets into the bloodstream the technosphere is done doing its job. They already proved that the drug does get into the bloodstream. The drug itself is the same as the drug that is currently used. The upcoming clinical trials are as close to a sure thing as you can get. Hey, J, I'm going to try as hard as I can to imagine you did not say that! Do you disagree?
|
|