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Post by hammer on Sept 6, 2018 6:39:39 GMT -5
Why am I smiling this morning? United Technologies in a very big way confirmed Al Manns vision of Technosphere. Not only that it can deliver new drugs efficiently but that it can be used to effectively extend the patents of soon to be generic drugs by a unique patented delivery. Priceless! With United taking advantage of several reformulations, many other companies will step in to extend the life of their market share. The unlocking of Technosphere is the true "embarrassment of riches". IMHO the golden egg will not be PAH, ED, Migraine, anti-emetic or cannabinoid. It lies with outpatient pain control. An 83 billion market estimated by 2024.
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Post by goyocafe on Sept 6, 2018 6:58:21 GMT -5
Why am I smiling this morning? United Technologies in a very big way confirmed Al Manns vision of Technosphere. Not only that it can deliver new drugs efficiently but that it can be used to effectively extend the patents of soon to be generic drugs by a unique patented delivery. Priceless! With United taking advantage of several reformulations, many other companies will step in to extend the life of their market share. The unlocking of Technosphere is the true "embarrassment of riches". IMHO the golden egg will not be PAH, ED, Migraine, anti-emetic or cannabinoid. It lies with outpatient pain control. An 83 billion market estimated by 2024. Maybe there was a reason Mannkind didn’t sell their rights to this. (So far as we know) mnkd.proboards.com/thread/7721/opioid-alternative?page=1
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Post by hammer on Sept 6, 2018 7:16:19 GMT -5
As a resident over 30 years ago I recall a discussion with a Pharmacology professor in which he said insulin will never be given orally. We know that's not true today and inhalation insulin was not even conceived by the professor. What we do know is that So Mann choose perhaps the most difficult drug to show proof of concept in Technosphere. He accomplished this regardless of current market share. Every attempt from here on is academic. Delivery by Technoshere is certainly limited but a struggling biotech has been successful with 40 or so drugs to date. We should be cautious with picks, I have my doubts with epinephrine, but there are a plethora of opportunities!
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Post by wmdhunt on Sept 6, 2018 7:38:14 GMT -5
Don't miss the "point". Speed of onset action is the key. It appears quite "tunable" for many of these molecules, including ED and Pain.
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Post by boca1girl on Sept 6, 2018 7:49:05 GMT -5
Why am I smiling this morning? United Technologies in a very big way confirmed Al Manns vision of Technosphere. Not only that it can deliver new drugs efficiently but that it can be used to effectively extend the patents of soon to be generic drugs by a unique patented delivery. Priceless! With United taking advantage of several reformulations, many other companies will step in to extend the life of their market share. The unlocking of Technosphere is the true "embarrassment of riches". IMHO the golden egg will not be PAH, ED, Migraine, anti-emetic or cannabinoid. It lies with outpatient pain control. An 83 billion market estimated by 2024. Spot on! I was first attracted to MNKD because of Afrezza, having a family history of diabetes. It should be the blockbuster we all imagine, but the much bigger story is Technosphere. I expect that MNKD will find a good partner to manage Afrezza so that the company can focus on the 40+ drug candidates in the pipeline. When Buffett started buying Teva, I thought that he might take an interest in MNKD. Let’s hope he is looking at MNKD.
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Post by mnholdem on Sept 6, 2018 7:58:06 GMT -5
Analogy: If Afrezza turns out to be a golden egg, Technosphere is the goose who laid it.
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Post by hammer on Sept 6, 2018 8:10:50 GMT -5
Why am I smiling this morning? United Technologies in a very big way confirmed Al Manns vision of Technosphere. Not only that it can deliver new drugs efficiently but that it can be used to effectively extend the patents of soon to be generic drugs by a unique patented delivery. Priceless! With United taking advantage of several reformulations, many other companies will step in to extend the life of their market share. The unlocking of Technosphere is the true "embarrassment of riches". IMHO the golden egg will not be PAH, ED, Migraine, anti-emetic or cannabinoid. It lies with outpatient pain control. An 83 billion market estimated by 2024. Spot on! I was first attracted to MNKD because of Afrezza, having a family history of diabetes. It should be the blockbuster we all imagine, but the much bigger story is Technosphere. I expect that MNKD will find a good partner to manage Afrezza so that the company can focus on the 40+ drug candidates in the pipeline. When Buffett started buying Teva, I thought that he might take an interest in MNKD. Let’s hope he is looking at MNKD. Then you must at least be intrigued by Castagna's off the cuff remark about Apple at yesterdays conference. I know I was. It was just a single word on a sentence but it impacted me when I read it.
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Post by Deleted on Sept 6, 2018 8:19:43 GMT -5
Spot on! I was first attracted to MNKD because of Afrezza, having a family history of diabetes. It should be the blockbuster we all imagine, but the much bigger story is Technosphere. I expect that MNKD will find a good partner to manage Afrezza so that the company can focus on the 40+ drug candidates in the pipeline. When Buffett started buying Teva, I thought that he might take an interest in MNKD. Let’s hope he is looking at MNKD. Then you must at least be intrigued by Castagna's off the cuff remark about Apple at yesterdays conference. I know I was. It was just a single word on a sentence but it impacted me when I read it. What was the comment about Apple?
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Post by mango on Sept 6, 2018 8:19:55 GMT -5
AFREZZA The preferred patient experience
TECHNOSPHERE The future of MannKind
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Post by hammer on Sept 6, 2018 8:27:13 GMT -5
"We are moving into connected care. So we have digital technology that can Bluetooth the device and really show you what your inhalation patterns look like. It can also detect your cartridges and start to integrate with Apple Health as we go forward. So that's a platform we are looking at to develop not just for Afrezza but for Technosphere-based molecules that will be a part of our licensing deals in the future."
Oh the possibilities!
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Post by hammer on Sept 6, 2018 9:02:00 GMT -5
Don't miss the "point". Speed of onset action is the key. It appears quite "tunable" for many of these molecules, including ED and Pain. In the case of anaphylaxis the point is speed of onset as well. Severe anaphylaxis can happen within a few seconds. The respiratory system is the first system to be attacked and a patients ability to inhaled properly can be effected. For a great majority of allergic responses inhaled epi would work fine but there are a few in which it would not work. In many real life anaphylaxis events, many times its a parent or caregiver giving the injectable epipen to the victim simply because the victim is unable or to young or to late to diagnose the situation. The last thing I want to read about or see on the news is how Mannkinds inhaled epinephrine was ineffective to save the life of some unfortunate 3 year old in a day care situation. As an adjunct or second dose response as is often needed until EMS arrives its fine but I dont think it should be first line therapy. JMHO
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Post by mnholdem on Sept 6, 2018 9:43:31 GMT -5
Don't miss the "point". Speed of onset action is the key. It appears quite "tunable" for many of these molecules, including ED and Pain. In the case of anaphylaxis the point is speed of onset as well. Severe anaphylaxis can happen within a few seconds. The respiratory system is the first system to be attacked and a patients ability to inhaled properly can be effected. For a great majority of allergic responses inhaled epi would work fine but there are a few in which it would not work. In many real life anaphylaxis events, many times its a parent or caregiver giving the injectable epipen to the victim simply because the victim is unable or to young or to late to diagnose the situation. The last thing I want to read about or see on the news is how Mannkinds inhaled epinephrine was ineffective to save the life of some unfortunate 3 year old in a day care situation. As an adjunct or second dose response as is often needed until EMS arrives its fine but I dont think it should be first line therapy. JMHO I think liane (our exalted/revered ProBoards Administrator who also happens to be a physician) has addressed this issue several times. Symptoms include restriction of airways but seldom to the point that a person cannot administer an inhalant.
Anaphylaxis
Symptoms
Anaphylaxis symptoms usually occur within minutes of exposure to an allergen. Sometimes, however, it can occur a half-hour or longer after exposure. Signs and symptoms include: • Skin reactions, including hives and itching and flushed or pale skin • Low blood pressure (hypotension) • Constriction of your airways and a swollen tongue or throat, which can cause wheezing and trouble breathing • A weak and rapid pulse • Nausea, vomiting or diarrhea • Dizziness or fainting
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Post by boca1girl on Sept 6, 2018 9:52:09 GMT -5
Don't miss the "point". Speed of onset action is the key. It appears quite "tunable" for many of these molecules, including ED and Pain. In the case of anaphylaxis the point is speed of onset as well. Severe anaphylaxis can happen within a few seconds. The respiratory system is the first system to be attacked and a patients ability to inhaled properly can be effected. For a great majority of allergic responses inhaled epi would work fine but there are a few in which it would not work. In many real life anaphylaxis events, many times its a parent or caregiver giving the injectable epipen to the victim simply because the victim is unable or to young or to late to diagnose the situation. The last thing I want to read about or see on the news is how Mannkinds inhaled epinephrine was ineffective to save the life of some unfortunate 3 year old in a day care situation. As an adjunct or second dose response as is often needed until EMS arrives its fine but I dont think it should be first line therapy. JMHO I remember Matt P. being asked a question about that and he responded that normally a person has enough time to react after first symptoms. He also said people often wait too long before injecting epi because of the fear of injecting or the potential of over reacting (unnecessary injection). He thought that there would be plenty of market share for EpiHale at that time. Now with the production problems, recalls, and lack of product, there is probably a bigger opportunity, even with generic Epi pens available. I would think EpiHale could be a first line of defense since it would have a long shelf life and Epi Pens would be a 2nd choice since they expire in 18 months.
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Post by hammer on Sept 6, 2018 10:17:42 GMT -5
With all due respect to Liane as the physician guru. Anaphylaxis progresses rapidly and in the young with low physiologic reserve a semiconscious to unconscious state much less a patient who is unable to give a normal physiologic inspiration occurs very quickly. The time between respiratory arrest and cardiac arrest is only a few minutes. In these precious few minutes an inhaler is useless but the auto injector will still have a response if cardiac arrest has not occurred. Ask the anesthesiologist down the street the difficulty in treating acute bronchospasm with inhalationals. They dont even have to hit deep lung. Its very difficult. I would not risk my three y/o life on an inhalational when the injectable will have an effect during the critical time between the onset of respiratory arrest and cardiac arrest. I am not saying inhaled epi does not have a role in early treatment or follow up doses. Its availability in my mind does not preclude the need for the epipen and therefore will not supplant its market.
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Post by xanet on Sept 6, 2018 10:31:09 GMT -5
With all due respect to Liane as the physician guru. Anaphylaxis progresses rapidly and in the young with low physiologic reserve a semiconscious to unconscious state much less a patient who is unable to give a normal physiologic inspiration occurs very quickly. The time between respiratory arrest and cardiac arrest is only a few minutes. In these precious few minutes an inhaler is useless but the auto injector will still have a response if cardiac arrest has not occurred. Ask the anesthesiologist down the street the difficulty in treating acute bronchospasm with inhalationals. They dont even have to hit deep lung. Its very difficult. I would not risk my three y/o life on an inhalational when the injectable will have an effect during the critical time between the onset of respiratory arrest and cardiac arrest. I am not saying inhaled epi does not have a role in early treatment or follow up doses. Its availability in my mind does not preclude the need for the epipen and therefore will not supplant its market. Liane recommended having the auto-injector for exactly those situations you describe. In most cases, an inhaler should work just fine. The only thing that concerns me (as a former EMT) is figuring out the dosage. We have occasionally seen adverse cardiovascular effects when epi is administered intravenously. The benefit of intravenous admin is that the effect is nearly instantaneous. But because of the possibility of adverse effects, we use intramuscular admin. Inhaled epi is directly absorbed into the blood stream, so the dosage needs to be low enough to avoid the adverse effects occasionally seen with intravenous admin of epi. But that is something that can easily be figured out.
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