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Post by sportsrancho on Jan 28, 2020 10:57:10 GMT -5
Remember the last time we did this🤣
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Post by longliner on Jan 28, 2020 11:17:40 GMT -5
Share that your primary interest is in hearing Andrea Leone-Bay discuss the new inhalation platform. Tell him that everyone will want to know about the anticipated time frames of bringing the cannabiniods being presented to market. -Primary interest is ALB and RLS inhaled delivery platform and cannabinoid based drug development (will mention MannKind and her previous VP role and will throw inhaled insulin Afrezza into the mix) -Will ALB presentation be recorded or available for public viewing -Interested in time frames of the inhaled cannabinoid products to market - - anything else? ———————— I’m going to wait a few hours before I call so ya’ll send specifics you want to ask or know about if you have any! Any talks related to OTC products, specifically RLS? |
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Post by mango on Jan 28, 2020 11:37:10 GMT -5
Remember the last time we did this🤣 I have an idea... If everyone followed suit and filled out the personal info to induce a phone call by our friend Matt, and we all inquired about ALB/RLS, maybe, just maybe, we will spark some real curiosity and interests among the organizers there and word of mouth will spread like wild fire around London. You fancy? 😂 |
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Post by cretin11 on Jan 28, 2020 11:57:01 GMT -5
Great idea mango (if we don't overdo it perhaps?), what's the link to register?
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Post by mango on Jan 28, 2020 12:17:44 GMT -5
Great idea mango (if we don't overdo it perhaps?), what's the link to register? Fill out the info on this page: cdp-europe.com/full-event-guide/I filled it out on the 24th and received a call and email today (28th). Less than 3 business days |
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Post by ktim on Jan 28, 2020 12:48:09 GMT -5
Remember the last time we did this🤣 I have an idea... If everyone followed suit and filled out the personal info to induce a phone call by our friend Matt, and we all inquired about ALB/RLS, maybe, just maybe, we will spark some real curiosity and interests among the organizers there and word of mouth will spread like wild fire around London. You fancy? 😂 Maybe if we all said we'd attend the conference if he could convince Andrea to send a milestone payment to MNKD. It never hurts to be honest and direct.  |
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Post by sportsrancho on Jan 28, 2020 13:19:18 GMT -5
When Gary and I bought tickets to the one in SD that she was speaking at she canceled. That caused a big conspiracy theory on this board..
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Post by mnholdem on Jan 28, 2020 13:45:48 GMT -5
I remember that... it was when we first discovered that Andrea no longer worked directly for MannKind Corporation.
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Post by slugworth008 on Jan 28, 2020 15:35:08 GMT -5
A milestone payment from RLS to Mannkind could be triggered prior to the May presentation. Finally, RLS is coming out of the shadows and the MNKD pipeline continues to move forward. An update on pediatric approval wouldn't hurt either What is the milestone? It's like a millstone but doesn't hang from your neck. |
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Post by harryx1 on Mar 19, 2020 9:13:28 GMT -5
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Post by ktim on Mar 19, 2020 10:27:30 GMT -5
This sort of highlights one of the potential issues with assuming there is huge market for the TS platform. I'm no expert in inhalation technology but there appear to be many APIs that work perfectly well with these old school metered devices (with no fiddling with cartridges). Obviously some things, such as Trep, apparently cannot utilize them. What would be advantage of RLS TS based cannabinoids? They state 45% bioavailability for this inhaler... isn't that comparable to Afrezza? |
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Post by mannmade on Mar 19, 2020 12:04:05 GMT -5
I believe Afrezza is 70% or so as it reaches the deep lungs which may be one major difference here. The more educated scientists on this board may correct me if I am wrong.
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Post by mango on Mar 19, 2020 14:25:14 GMT -5
This sort of highlights one of the potential issues with assuming there is huge market for the TS platform. I'm no expert in inhalation technology but there appear to be many APIs that work perfectly well with these old school metered devices (with no fiddling with cartridges). Obviously some things, such as Trep, apparently cannot utilize them. What would be advantage of RLS TS based cannabinoids? They state 45% bioavailability for this inhaler... isn't that comparable to Afrezza? Are you suggesting these "old fashioned MDIs" are comparable to MannKind's DPI? Laughable. MannKind’s inhalation devices utilize the concept of flow resistance. MannKind delivers their dry powders slower than anyone else in the world. This enables the dry powder to properly navigate the anatomical airways down to the deep lung with minimal deposition on the back of the throat. The powder fully traverses from the cartridge to the deep lung in the first 500 milliseconds of inhalation and only requires about 350-500mL of air. The inhalation device and powder creates synergy. This explains some of why they are so effective and successful together. ~70% of the inhalation powder is delivered to the lungs. MannKind's inhalation devices are a marvel of engineering. I am surprised you had the audacity to compare it to old fashioned MDIs. MDIs are inferior in practically every aspect. |
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Post by ktim on Mar 19, 2020 16:02:19 GMT -5
This sort of highlights one of the potential issues with assuming there is huge market for the TS platform. I'm no expert in inhalation technology but there appear to be many APIs that work perfectly well with these old school metered devices (with no fiddling with cartridges). Obviously some things, such as Trep, apparently cannot utilize them. What would be advantage of RLS TS based cannabinoids? They state 45% bioavailability for this inhaler... isn't that comparable to Afrezza? Are you suggesting these "old fashioned MDIs" are comparable to MannKind's DPI? Laughable. MannKind’s inhalation devices utilize the concept of flow resistance. MannKind delivers their dry powders slower than anyone else in the world. This enables the dry powder to properly navigate the anatomical airways down to the deep lung with minimal deposition on the back of the throat. The powder fully traverses from the cartridge to the deep lung in the first 500 milliseconds of inhalation and only requires about 350-500mL of air. The inhalation device and powder creates synergy. This explains some of why they are so effective and successful together. ~70% of the inhalation powder is delivered to the lungs. MannKind's inhalation devices are a marvel of engineering. I am surprised you had the audacity to compare it to old fashioned MDIs. MDIs are inferior in practically every aspect. There is a concept of a distinction without a difference. If the overall bioavailability isn't higher for TS, then how slow the powder is doesn't have any business or clinical significance. Even if the bioavailability were higher, in many cases that would only have significance to the extent the API is expensive enough to justify TS royalties to avoid wasting a bit of the API. But the bioavailability of that inhaler at 45% seems reasonably high, and I believe comparable to Afrezza. Seems the only way TS would be better would be if it required enough less CBD to pay the TS royalty and still save money. That isn't at all clear to me. If there were a significant cost savings you'd think MNKD would be convincing many of these companies with inhaled products to switch to TS, which they haven't despite TS being ready to go for a decade or more. And with metered inhaler if you had some patients needing Xmg, some 2X and some 3X, it would be easy to tell them to take 1, 2 or 3 quick puffs, whereas with TS you've either got to use multiple cartridges or have a different sku for each dose. I'm an incredibly audacious person I suppose. I guess it comes from being an engineer and having overseen manufacturing of products where you have to look at details and costs... very audacious. Perhaps not that audacious, but I do speak my mind, and rarely try to hype things merely because I'm an investor. |
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Post by mango on Mar 19, 2020 16:15:06 GMT -5
Are you suggesting these "old fashioned MDIs" are comparable to MannKind's DPI? Laughable. MannKind’s inhalation devices utilize the concept of flow resistance. MannKind delivers their dry powders slower than anyone else in the world. This enables the dry powder to properly navigate the anatomical airways down to the deep lung with minimal deposition on the back of the throat. The powder fully traverses from the cartridge to the deep lung in the first 500 milliseconds of inhalation and only requires about 350-500mL of air. The inhalation device and powder creates synergy. This explains some of why they are so effective and successful together. ~70% of the inhalation powder is delivered to the lungs. MannKind's inhalation devices are a marvel of engineering. I am surprised you had the audacity to compare it to old fashioned MDIs. MDIs are inferior in practically every aspect. There is a concept of a distinction without a difference. If the overall bioavailability isn't higher for TS, then how slow the powder is doesn't have any business or clinical significance. Even if the bioavailability were higher, in many cases that would only have significance to the extent the API is expensive enough to justify TS royalties to avoid wasting a bit of the API. But the bioavailability of that inhaler at 45% seems reasonably high, and I believe comparable to Afrezza. Seems the only way TS would be better would be if it required enough less CBD to pay the TS royalty and still save money. That isn't at all clear to me. If there were a significant cost savings you'd think MNKD would be convincing many of these companies with inhaled products to switch to TS, which they haven't despite TS being ready to go for a decade or more. And with metered inhaler if you had some patients needing Xmg, some 2X and some 3X, it would be easy to tell them to take 1, 2 or 3 quick puffs, whereas with TS you've either got to use multiple cartridges or have a different sku for each dose. I'm an incredibly audacious person I suppose. I guess it comes from being an engineer and having overseen manufacturing of products where you have to look at details and costs... very audacious. Perhaps not that audacious, but I do speak my mind, and rarely try to hype things merely because I'm an investor. Maybe you'll find out in May when ALB presents the study data. |
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