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Post by chc on Jun 25, 2019 16:42:48 GMT -5
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Post by goyocafe on Jun 25, 2019 16:49:55 GMT -5
Thanks. I stand corrected. I also see that under “Leadership”, mention of Mannkind is still noted under Gregory Wesner.
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Post by sayhey24 on Jun 25, 2019 18:09:18 GMT -5
I have been waiting over 3 years for RLS. Everyday I hope for news. Maybe tomorrow but if not soon. While afrezza will one day transform diabetes care it will be a long slog as Dr. Kendall chips away.
RLS on the other hand could transform the CBD market place in months and with the over the counter products targeted for Canada we could start seeing significant royalties sooner than most think. RLS should be a money machine even while working through FDA approved products.
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RLS
Jun 25, 2019 18:20:59 GMT -5
via mobile
bac likes this
Post by awesomo on Jun 25, 2019 18:20:59 GMT -5
I have been waiting over 3 years for RLS. Everyday I hope for news. Maybe tomorrow but if not soon. While afrezza will one day transform diabetes care it will be a long slog as Dr. Kendall chips away. RLS on the other hand could transform the CBD market place in months and with the over the counter products targeted for Canada we could start seeing significant royalties sooner than most think. RLS should be a money machine even while working through FDA approved products. The cannabis space is one of the most hotly contested spaces in terms of startups, VC money, and recent IPOs. We certainly shouldn’t be counting on RLS royalties to bolster MannKind anytime soon, especially given that there is still no hint of even a timeline for a product pipeline.
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Post by sayhey24 on Jun 25, 2019 18:35:27 GMT -5
I could be wrong about RLS but its been one of the big reasons for my interest in MNKD since 2014. RLS is not another cannabis company. They have been formulating specific CBD/TCH ratio products to target specific ailments.
I think if they come out with an over the counter migraine product which really works they will have a big seller. The royalty structure was always a little fuzzy but 22% is the number which comes to mind.
GWPH is trading at over $171 pps so I think there is plenty of room for RLS which should have superior products.
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Post by mango on Jun 25, 2019 20:04:56 GMT -5
I could be wrong about RLS but its been one of the big reasons for my interest in MNKD since 2014. RLS is not another cannabis company. They have been formulating specific CBD/TCH ratio products to target specific ailments. I think if they come out with an over the counter migraine product which really works they will have a big seller. The royalty structure was always a little fuzzy but 22% is the number which comes to mind. GWPH is trading at over $171 pps so I think there is plenty of room for RLS which should have superior products. No doubt, but migraine is not a serious unmet medical need—but, chronic regional pain syndrome is. There is 0 FDA approved therapies for CRPS. The condition is extremely painful and debilitating, and people with this condition have limited medical options, many of which can be dangerous, ineffective, painful, and extremely costly. There is evidence of therapeutic benefit in regards to Cannabis medicine and CRPS—a small subgroup with CRPS within a Sativex clinical trial experienced relief. These data 100% warrant further investigation—and I have the utmost confidence that the results will be significantly better via a RLS and/or MNKD product. I personally exchanged communications with the Authority of Cannabis Medicine, Dr. Ethan Russo, on this topic—he kindly provided me with the GW Pharma study (publicly available) that demonstrates this. I'm 99% sure the first link is what I was referenced, but I did email him just now about it to make sure. *Update via Dr. Ethan Russo: The first link is correct. onlinelibrary.wiley.com/doi/full/10.1111/j.1365-2044.2004.03674.x?sid=nlm%3Apubmedrsds.org/wp-content/uploads/2015/02/deMos_incidence_crps_pain_2006.pdf
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Post by sayhey24 on Jun 25, 2019 21:13:04 GMT -5
Mango - I fully agree however with RLS we are looking at FDA approved and over the counter products. I think the four top products are epilepsy; pain management; migraine; and anxiety. The two later could be over the counter and the former requiring FDA approval. Most people I know who get migraines have not found much that really works.
We should know more definitive info soon. If RLS can come up with a suitable replacement for opioids this is a big deal and would probably get a priority review with the FDA.
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RLS
Jun 26, 2019 11:34:23 GMT -5
Post by ktim on Jun 26, 2019 11:34:23 GMT -5
I have been waiting over 3 years for RLS. Everyday I hope for news. Maybe tomorrow but if not soon. While afrezza will one day transform diabetes care it will be a long slog as Dr. Kendall chips away. RLS on the other hand could transform the CBD market place in months and with the over the counter products targeted for Canada we could start seeing significant royalties sooner than most think. RLS should be a money machine even while working through FDA approved products. What do you see as the big market differentiator for technosphere CBD vs what is already in the market (ingestibles, vape, etc.)? I have friends family using various forms that seem happy with the (perceived) results.
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RLS
Jun 26, 2019 14:05:15 GMT -5
chc likes this
Post by slapshot on Jun 26, 2019 14:05:15 GMT -5
I have been waiting over 3 years for RLS. Everyday I hope for news. Maybe tomorrow but if not soon. While afrezza will one day transform diabetes care it will be a long slog as Dr. Kendall chips away. RLS on the other hand could transform the CBD market place in months and with the over the counter products targeted for Canada we could start seeing significant royalties sooner than most think. RLS should be a money machine even while working through FDA approved products. What do you see as the big market differentiator for technosphere CBD vs what is already in the market (ingestibles, vape, etc.)? I have friends family using various forms that seem happy with the (perceived) results.
I would say for technosphere, both the ease of use and fast onset should differentiate it.
edibles are nice but slow... talking 45 minutes to an hour+ for onset, and the edible medium could be seen as a negative (sugar, calories, etc) but some may like that, so perhaps neutral. vape is faster (5-15 minutes onset - similar to smoking) but still requires/causes smoking sensation (at least to a nonsmoker like me: burns throat and possible cough when holding in).
since ive never used technosphere, i cant say for sure that it will be superior to vape, but i have vaped thinking it would be far superior to smoking and I was largely disappointed.
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RLS
Jun 26, 2019 16:25:05 GMT -5
Post by ktim on Jun 26, 2019 16:25:05 GMT -5
What do you see as the big market differentiator for technosphere CBD vs what is already in the market (ingestibles, vape, etc.)? I have friends family using various forms that seem happy with the (perceived) results.
I would say for technosphere, both the ease of use and fast onset should differentiate it.
edibles are nice but slow... talking 45 minutes to an hour+ for onset, and the edible medium could be seen as a negative (sugar, calories, etc) but some may like that, so perhaps neutral. vape is faster (5-15 minutes onset - similar to smoking) but still requires/causes smoking sensation (at least to a nonsmoker like me: burns throat and possible cough when holding in).
since ive never used technosphere, i cant say for sure that it will be superior to vape, but i have vaped thinking it would be far superior to smoking and I was largely disappointed.
Seems people have roughly similar level of inhalation irritation problems with vape as Afrezza. For chronic pain, anxiety and even for insomnia in many cases (if you want best chance of staying asleep), the faster speed (in and out of system) of vaping or inhaling would likely be undesirable. Guess I just don't see where it's obvious that OTC CBD is ripe for a new solution.
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RLS
Jun 26, 2019 16:38:14 GMT -5
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Post by cretin11 on Jun 26, 2019 16:38:14 GMT -5
I worry that the time for onset with technosphere would be so similar to vape onset time (vaping almost immediate effect, at least for THC so i'd assume for CBD too), that it's not enough of a differentiator. Also, do we have any idea how pricey TS CBD will be as compared with vaping and the other means of ingesting? We've learned how the price of TS insulin has worked against us.
Everyone I know using CBD is happy with current options. In addition to those mentioned above (ingestibles, vape), tinctures are popular and work quickly. And more interesting forms like infused honey, CBD tea, and even smokeable "flower" (amazing that they can now grow buds with high CBD content and almost no THC) which has immediate effect.
With Afrezza we have the "No Needles" sales pitch. I'm still shocked how weak the traction has been with that angle, maybe because i personally hate needles so i thought it would be a powerful motivator. But with TS CBD i don't see such a compelling angle (and i am a CBD proponent in general).
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RLS
Jun 26, 2019 16:49:15 GMT -5
Post by lennymnkd on Jun 26, 2019 16:49:15 GMT -5
Technosphere quantifies dose more accurately/ as for edibles if that’s what they are called ? Technosphere avoids first pass hepatic metabolism ...
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RLS
Jun 26, 2019 16:58:48 GMT -5
Post by cretin11 on Jun 26, 2019 16:58:48 GMT -5
Current CBD products quantify dosages in terms of mgs (for example a gummy is often 10 or 25 mgs, etc.), so I'm not sure any more accurate means are needed?
I don't know anything about hepatic metabolism in the CBD context. Is avoiding first pass hepatic metabolism important in some way for CBD ingestion?
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Post by lennymnkd on Jun 26, 2019 17:02:12 GMT -5
Weakened concentration of active ingredients...
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Post by sayhey24 on Jun 26, 2019 17:10:47 GMT -5
I have been waiting over 3 years for RLS. Everyday I hope for news. Maybe tomorrow but if not soon. While afrezza will one day transform diabetes care it will be a long slog as Dr. Kendall chips away. RLS on the other hand could transform the CBD market place in months and with the over the counter products targeted for Canada we could start seeing significant royalties sooner than most think. RLS should be a money machine even while working through FDA approved products. What do you see as the big market differentiator for technosphere CBD vs what is already in the market (ingestibles, vape, etc.)? I have friends family using various forms that seem happy with the (perceived) results. Look at the article Mango provided above - onlinelibrary.wiley.com/doi/full/10.1111/j.1365-2044.2004.03674.x?sid=nlm%3Apubmed&Those are 4 major market differences. Keep in mind proper CBD/TCH ratio is HUGE in targeting specific ailments and as the below article says Scientists have extracted more than 100 cannabinoids from the plant - so not all CBD is equal. Additionally - product packaging and presentation. Vaping is now perceived as "bad" with SF just banning it. Behind RLS we have the marketing genius Andy Rubinfeld. If anyone can market RLS I am not sure you will do much better than Andy. Of course behind Rubinfeld you have the old MSFT crew including his old pal Kevin Johnson so at least on paper they should be resource deep. From this article www.geekwire.com/2018/receptor-life-sciences-raises-29m-unveils-work-inhaler-medicines-based-cannabis/Epilepsy, chronic pain and post-traumatic stress disorder were top on Wesner's mind which fit the FDA approved drug route. The vapes and eatables will never have that. Of course once you have that you have doctors prescribing and insurance coverage. If you have a properly packaged and advertised over the counter migraine solution which has the coolness of pot but seen as a real product COSTCO will line-up to carry it. What I do know is GWPH is trading over $168pps and RLS products have the potential to be better. IMO RLS is the fastest way to jump start the MNKD pps.
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