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Post by ktim on Mar 19, 2020 16:33:36 GMT -5
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. I'll eagerly await being amazed.  |
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Post by peppy on Mar 19, 2020 16:38:33 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? the alveoli and the vasculature. (epilepsy)  |
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