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Post by joeypotsandpans on Aug 6, 2014 13:35:54 GMT -5
from KC's thread on who is Amphastar the one thing that caught my attention and stood out to me more than the insulin portion was the following: Amphastar Pharmaceuticals, Inc., headquartered in Rancho Cucamonga, California, established in 1996, is a recognized specialty pharmaceutical company that uses state-of-the-art, cGMP compliant facilities to develop, manufacture, and market injectable and inhalation products. Read more: mnkd.proboards.com/thread/1096/who-amphastar#ixzz39da3gIfuwww.google.com/search?newwindow=1&rlz=1C1CHFX_enUS544US544&q=distance+from+valencia+ca+to+rancho+cucamonga+ca&oq=distance+from+valencia+ca+to+rancho+cucamonga+ca&gs_l=serp.12...9443.15686.0.17638.6.6.0.0.0.0.189.927.0j6.6.0....0...1c.1.51.serp..4.2.326.sLOPXunXs0AI have a strong feeling there is a lot more that's been discussed between the two entities, I wouldn't underestimate Al...only he truly knows what's up his sleeve....seriously has anyone in any board or forum even remotely thought or mentioned this upstart public company? No it came from left field...just like I suspect many more announcements will be IMO. Again, notice the plural on and inhalation products. My bet is this is the start of a long and meaningful relationship, enough so that I may initiate a small position in AMPH, I wouldn't be surprised if Al hasn't in some way shape or form JMHO
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Post by mannmade on Aug 6, 2014 13:59:05 GMT -5
Or perhaps Al may buy the company. Heard it had a valuation/market cap of somewhere around 300m plus, which would make it a relatively cheap purchase if there were some grand plans in the future... Just a thought to fuel a little fire on the topic...
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Post by joeypotsandpans on Aug 6, 2014 14:43:57 GMT -5
Or perhaps Al may buy the company. Heard it had a valuation/market cap of somewhere around 300m plus, which would make it a relatively cheap purchase if there were some grand plans in the future... Just a thought to fuel a little fire on the topic... Hence the part where I say in some way shape or form....hell it would be a mere pittance for big Al...that's why I may initiate a position in the near future
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Post by corpplanner on Aug 6, 2014 17:59:38 GMT -5
Hi! I'm new here and have been reading with interest all of the postings. Very interesting ideas.
Just wanted to point out that Amphastar owns Armstrong. Armstrong was, at one time, the leading manufacturer of branded and generic albuterol and budesonide inhalers. The company was started by Shep Shepherd (who recently passed on) -- an amazing man with lots of heart and entrepreneurial spirit. Armstrong is based in Massachusetts and was sold to Amphastar by Medeva, a mid sized British pharma company that merged its way out of existence in the early 2000s. Medeva also sold Amphastar the IMS injectables business in South El Monte, California.
At any rate, that is why Amphastar notes "other inhaled products" in its company description. Armstrong's long history in inhaler tech is a good fit with Afrezza. I wouldn't be surprised if Mr. Mann knew Shep.
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Post by BD on Aug 6, 2014 18:11:05 GMT -5
Welcome, planner! Right out of the gate with great DD!
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Post by corpplanner on Aug 6, 2014 18:18:16 GMT -5
Thanks, BD! And thanks for being so welcoming -- what a change from the "other" message board.
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Post by BD on Aug 6, 2014 19:31:17 GMT -5
This is the board where folks go when they get tired of acting like they're smarter than everybody else, and really tired of seeing other people act like they're smarter than everyone else.
At the end of the day, I think the thing we can be most proud of is that we've been civil to each other.
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Post by seanismorris on Aug 6, 2014 20:16:27 GMT -5
Mannkind buying Amphastar is an interesting idea, or even a merger...
They would gain insulin production, global factories, a sales force, experience with generics, etc.
If Mannkinds Afrezza partner puts up cash upfront (1B), strategically buying Amphastar makes sense. It givens them greater control of the supply chain and experience they currently lack at a decent price.
Also remember, Technosphere isn't limited to Dry Powder, the patents cover injected, pill form, and patch.
I think they'd loose the fast acting aspect of lung delivery, but their technology may have other advantages like stomach irritation, etc.
I suspect these other delivery methods would work, it's just a matter of controlling the pH until they want the drug that's encapsulated to be released.
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Post by 4Balance on Aug 6, 2014 20:33:05 GMT -5
... Also remember, Technosphere isn't limited to Dry Powder, the patents cover injected, pill form, and patch. I think they'd loose the fast acting aspect of lung delivery, but their technology may have other advantages like stomach irritation, etc. I suspect these other delivery methods would work, it's just a matter of controlling the pH until they want the drug that's encapsulated to be released.seanismorris, I appreciate your considering the possibilities. I'm thinking, the alternate delivery methods might also pertain to protecting intellectual property....although the Technosphere particle is SO unique I'm not sure the PTO would approve someone's alternate delivery method...would it be "different enough?" But...I do see MNKD covering all their bases as they design a delivery system for basal insulin....which probably has more to do with slow release vs. rapid acting. Do we know if a pill containing a basal insulin would make it through the digestive system with adequate potency..??
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Post by seanismorris on Aug 6, 2014 21:11:27 GMT -5
4balance,
Many have tried Insulin in pill form, but so far they've been miserable failures.
I'm not really thinking about insulin when I'm thinking about Mannkinds future (revenue streams). Securing a supply of insulin, and buying the company supplying it would lower costs and increase margins for Afrezza which is important. But, I'm looking at it more from a global production and R&D standpoint.
What I really want to see from Mannkind is a pipeline. I think Amphaser could be a quick way to target other drugs that are off Patent, first as Dry Powder using Technosphere but potentially other delivery methods. They could supply many other drugs for Clinical Trials, for Example.
My understanding of Technosphere, is that it could be suspended in a liquid and injected (as longs as the pH is kept in a range that doesn't release the drug until it enters the body). I don't know what the advantages of doing so, but Mannkinds Patents mention it (they could have just been covering all their bases).
Amphasers patents could also be useful but I have no idea what they are. Their experience in other areas is what I'm interested in. That's why I'll be listening to their conference call next week...
FYI I think Technosphere has incredible patent protection (already) so I'd don't think that would be a reason to purchase Amphaser
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Post by 4allthemarbles on Aug 6, 2014 21:20:56 GMT -5
This is an exciting topic... Imagine all the possibilities.
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Post by obamayoumama on Aug 6, 2014 21:29:21 GMT -5
Here is my 2 cents. MNKD had little choice, but to use this company. The FDA has already approved their insulin for use in AFFREZZA. MNKD will use their insulin until they get FDA approval to use the insulin in storage. Matt stated the other day that the testing on the insulin in storage is complete and MNKD will submit a supplement to the current NDA for the cold storage insulin and the 12 unit cartridge.
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Post by mnholdem on Aug 6, 2014 21:39:32 GMT -5
At any rate, that is why Amphastar notes "other inhaled products" in its company description. Armstrong's long history in inhaler tech is a good fit with Afrezza. I wouldn't be surprised if Mr. Mann knew Shep. I wrote in my "2 Partner..." thread that Amphastar would be a perfect fit with developing Technosphere-delivered drugs. I believed that because they manufacture inhalables, but neglected to mention that in my post. The dots I didn't connect was that [future] MannTechnologies could be the one to acquire Amphastar. I wrote that the deal might already be done, but it didn't occur to me that might be with Al, who could pay for that out if his pocket... but won't need to. Terrific nugget, corpplanner. You're the second "cp" to make a really nice contribution. cphammer, known simply as "hammer" here on this board, is the other. Thanks!
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Post by babaoriley on Aug 7, 2014 0:57:55 GMT -5
This is the board where folks go when they get tired of acting like they're smarter than everybody else, and really tired of seeing other people act like they're smarter than everyone else. At the end of the day, I think the thing we can be most proud of is that we've been civil to each other. BD's absolutely right, on this board, there is absolutely no "acting" involved! LOL
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Post by 4Balance on Aug 7, 2014 12:45:56 GMT -5
Here is my 2 cents. MNKD had little choice, but to use this company. The FDA has already approved their insulin for use in AFFREZZA. MNKD will use their insulin until they get FDA approval to use the insulin in storage. Matt stated the other day that the testing on the insulin in storage is complete and MNKD will submit a supplement to the current NDA for the cold storage insulin and the 12 unit cartridge. Bingo! I fully agree.
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