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Post by morgieporgie on Aug 21, 2018 11:11:39 GMT -5
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Post by peppy on Aug 21, 2018 11:24:56 GMT -5
Currently, Liquidia is developing two product candidates from its own pipeline: LIQ861 for the treatment of pulmonary arterial hypertension (PAH) and LIQ865 for the treatment of local post-operative pain. What the heck is the delivery system of these engineered synthetic molecules? Where are they shoving these? Our proprietary PRINT technology is a particle engineering platform that enables precise production of highly uniform drug particles with independent control over their size, shape and chemical composition. By controlling these physical and chemical parameters of particles, PRINT enables us to engineer desirable pharmacological benefits into product candidates, including prolonged duration of drug release, increased drug loading, more convenient routes of administration, the ability to create novel combination products, enhanced storage and stability and the potential to reduce adverse side effects. The precision and simplicity of our PRINT technology overcomes the constraints of conventional formulation and production methods to improve the safety, efficacy and performance of a wide range of therapies. PRINT technology combines a proprietary particle molding technology with a modular, roll-to-roll manufacturing process to deliver scalable and cost-effective processes that meet cGMP requirements. The technology incorporates production practices from the semi-conductor and materials industries. Through this approach, Liquidia and its partners can achieve a high level of control over the physical and chemical characteristics of a drug particle to transform the lives of patients.
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Post by brotherm1 on Aug 21, 2018 11:27:38 GMT -5
$30 would give it a market cap of around $565K. It’s now around $318K so I am confused as to what you are asking?
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Post by tinkusr8215 on Aug 21, 2018 11:33:11 GMT -5
$30 would give it a market cap of around $565K. It’s now around $318K so I am confused as to what you are asking? Market cap at right now @ 240 mil @ $16 share price.. so about 480 mil @ $30..
More so.. to the original OP - How many qtrs of run way does Liquidia have? MNKD had a lot of market cap in billions as well before Afrezza got approved. Thats how market works. Now that Market knows the potential of Afrezza may be thats why market is discounting afrezza.
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Post by brotherm1 on Aug 21, 2018 11:42:36 GMT -5
ok. Google finance market cap is incorrect. Looks like you pulled up the correct market cap from NASDAQ
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Post by tomtabb on Aug 21, 2018 12:40:34 GMT -5
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Post by mango on Aug 21, 2018 14:02:24 GMT -5
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Post by peppy on Aug 21, 2018 16:10:44 GMT -5
A placebo that was really a placebo. agedhippie isn't going to like 57 total people in the trial. Thank you for the trial info slide. mango, you know you are the best. (I was glad when I read you were out and about having some fun.)
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Post by agedhippie on Aug 21, 2018 18:44:15 GMT -5
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Post by tomtabb on Aug 22, 2018 1:15:49 GMT -5
My impression is that Liquidia has already demonstrated that LIQ861 can achieve serum levels of treprostinil equivalent to tyvaso with reasonable safety. That's why the FDA allowed them to move onto phase 3 so quickly; they were able to "seek approval of LIQ861 under the 505(b)(2) pathway, which will allow us to rely in part on the FDA’s previous findings of efficacy and safety of Tyvaso® (U.T.C.) and the active ingredient treprostinil." The current phase 3 is just to assess long term safety and tolerability.
Did MNKD's phase 1 do the same? Has MNKD discussed 505(b2) with the FDA yet?
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Post by brotherm1 on Aug 22, 2018 5:07:15 GMT -5
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Post by sayhey24 on Aug 22, 2018 5:35:21 GMT -5
LIQUIDIA with a $30 price target seems about right.
MNKD at a buck and change is a head scratcher. What I do know is FDKP as a carrier particle works pretty damn good. I am not sure you can do much better at getting a drug into the deep lung and then have no residue left in the lung.
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Post by tinkusr8215 on Aug 22, 2018 8:20:27 GMT -5
LIQUIDIA with a $30 price target seems about right. MNKD at a buck and change is a head scratcher. What I do know is FDKP as a carrier particle works pretty damn good. I am not sure you can do much better at getting a drug into the deep lung and then have no residue left in the lung. Its not about share price. Its about Market Cap too. I hope you are aware of Market cap.
Liquidia has 15 million shares and MNKD has what 150 mil shares and waiting on recapitalization.
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Post by mnholdem on Aug 22, 2018 8:44:03 GMT -5
My impression is that Liquidia has already demonstrated that LIQ861 can achieve serum levels of treprostinil equivalent to tyvaso with reasonable safety. That's why the FDA allowed them to move onto phase 3 so quickly; they were able to "seek approval of LIQ861 under the 505(b)(2) pathway, which will allow us to rely in part on the FDA’s previous findings of efficacy and safety of Tyvaso® (U.T.C.) and the active ingredient treprostinil." The current phase 3 is just to assess long term safety and tolerability. Did MNKD's phase 1 do the same? Has MNKD discussed 505(b2) with the FDA yet? People living with PAH need more convenient and tolerable treprostinil treatment options to help them live a less intrusive lifestyle. I am excited to see that MannKind was safely able to achieve higher plasma levels than reported for the current standard of care using Technosphere-based treprostinil,” stated Lewis Rubin, MD, Emeritus Professor of Medicine at the University of California, San Diego School of Medicine. Source: investors.mannkindcorp.com/news-releases/news-release-details/mannkind-successfully-completes-phase-1-trial-treprostinil
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Post by tomtabb on Aug 22, 2018 15:50:19 GMT -5
My impression is that Liquidia has already demonstrated that LIQ861 can achieve serum levels of treprostinil equivalent to tyvaso with reasonable safety. That's why the FDA allowed them to move onto phase 3 so quickly; they were able to "seek approval of LIQ861 under the 505(b)(2) pathway, which will allow us to rely in part on the FDA’s previous findings of efficacy and safety of Tyvaso® (U.T.C.) and the active ingredient treprostinil." The current phase 3 is just to assess long term safety and tolerability. Did MNKD's phase 1 do the same? Has MNKD discussed 505(b2) with the FDA yet? People living with PAH need more convenient and tolerable treprostinil treatment options to help them live a less intrusive lifestyle. I am excited to see that MannKind was safely able to achieve higher plasma levels than reported for the current standard of care using Technosphere-based treprostinil,” stated Lewis Rubin, MD, Emeritus Professor of Medicine at the University of California, San Diego School of Medicine. Source: investors.mannkindcorp.com/news-releases/news-release-details/mannkind-successfully-completes-phase-1-trial-treprostinilYes, but do higher plasma levels translate into more effective control of PAH than what tyvaso achieves? That would have to be proven in a clinical trial and MNKD has indicated it wants to follow the 505(b)2 route to use tyvaso's efficacy data.
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