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Post by peppy on May 1, 2020 12:37:32 GMT -5
That was ABC news. Regard Remdesivir; "GILD now working on inhaled version." If MNKD is involved, the news will leak, we will see it in price.
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Post by cedafuntennis on May 1, 2020 12:50:01 GMT -5
Looks like it is not involved from the price action. Darn!
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Post by goyocafe on May 1, 2020 13:04:02 GMT -5
Looks like it is not involved from the price action. Darn! More than darn. It tells me that something doesn't add up.
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Post by bill on May 1, 2020 13:43:56 GMT -5
FWIW... www.newsmax.com/finance/streettalk/gilead-ceo-50-000/2020/04/30/id/965372/The current version of the drug is infused, which would make it less convenient to use in milder patients who are not hospitalized. O’Day said Gilead scientists are devising an inhaled formulation of the drug that would allow patients to breathe the medicine directly into their lungs. “We are moving with speed on it,” he said. He said he couldn’t give a timeline of when patient trials of the inhaled form would begin.
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Post by goyocafe on May 1, 2020 14:35:32 GMT -5
FWIW... www.newsmax.com/finance/streettalk/gilead-ceo-50-000/2020/04/30/id/965372/The current version of the drug is infused, which would make it less convenient to use in milder patients who are not hospitalized. O’Day said Gilead scientists are devising an inhaled formulation of the drug that would allow patients to breathe the medicine directly into their lungs. “We are moving with speed on it,” he said. He said he couldn’t give a timeline of when patient trials of the inhaled form would begin.So while MC is wrestling lizards with Immix, the aligator swims right on by?
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Post by nemzter on May 1, 2020 15:09:59 GMT -5
You would think a guy like Hooper, should be able to pick up the phone and call Gilead's CEO to talk about Technosphere - even offer a free option to test and trial it in-house @danbury.
Hope they don't have any bad blood.
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Post by agedhippie on May 1, 2020 16:11:26 GMT -5
Gilead already has an inhalation platform that they use for their Cayston drug. It is very probably not as nice as Technosphere, but they have the manufacturing and they are familiar with it (plus they own it). www.cayston.com/dosing/altera-nebulizer-system
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Post by ktim on May 1, 2020 18:08:55 GMT -5
Gilead already has an inhalation platform that they use for their Cayston drug. It is very probably not as nice as Technosphere, but they have the manufacturing and they are familiar with it (plus they own it). www.cayston.com/dosing/altera-nebulizer-systemThat would make for a much more expensive solution since it requires a device that probably costs insurance companies many hundreds of dollars. CF patients may need Cayston chronically justifying that device cost, whereas Remdesivir would be short term acute use by much larger number of people (if it really gets used widely). The nebulizer would also likely be a big constraint on production volume. However, it still is good question as to whether traditional DPI technologies would work, likely quicker to formulate if suitable... though it seems that large molecules typically needing injection aren't suitable for traditional DPI whether from stability reasons or aerodynamic or ?
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Post by itellthefuture777 on May 2, 2020 19:16:55 GMT -5
Gilead already has an inhalation platform that they use for their Cayston drug. It is very probably not as nice as Technosphere, but they have the manufacturing and they are familiar with it (plus they own it). www.cayston.com/dosing/altera-nebulizer-systemThat would make for a much more expensive solution since it requires a device that probably costs insurance companies many hundreds of dollars. CF patients may need Cayston chronically justifying that device cost, whereas Remdesivir would be short term acute use by much larger number of people (if it really gets used widely). The nebulizer would also likely be a big constraint on production volume. However, it still is good question as to whether traditional DPI technologies would work, likely quicker to formulate if suitable... though it seems that large molecules typically needing injection aren't suitable for traditional DPI whether from stability reasons or aerodynamic or ? they are not shovel ready..
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Post by swanybuaya on May 3, 2020 1:48:28 GMT -5
With history as a guide, this is how I envision Mankind developing Remdesivir with Gilead: 1) FDA approval 2) Dosage will be wrong 3) Dosage will be fixed...eventually 4) Gilead will pullout of agreement due to lack of sales...and a slight cough 5) MNKD will go it alone 6) but first a reverse split 7) a commercial of floating food with a family on the beach 8) then a NASCAR sponsorship 9) after a failed reality show with Chris Cuomo 10) deals with Italy and Spain with shipment on the way...eventually deal falls through 11) everyone gets raises 12) Shareholders blame shorts
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Post by veritasfiliatemporis on May 3, 2020 8:36:27 GMT -5
I agree with the last one....
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Deleted Member
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Post by Deleted on May 3, 2020 15:27:43 GMT -5
That would make for a much more expensive solution since it requires a device that probably costs insurance companies many hundreds of dollars. CF patients may need Cayston chronically justifying that device cost, whereas Remdesivir would be short term acute use by much larger number of people (if it really gets used widely). The nebulizer would also likely be a big constraint on production volume. However, it still is good question as to whether traditional DPI technologies would work, likely quicker to formulate if suitable... though it seems that large molecules typically needing injection aren't suitable for traditional DPI whether from stability reasons or aerodynamic or ? they are not shovel ready.. I would not compare a Nebulizer application to a Technosphere appl. I don't see see GILD using a NEB Solution for REMDESIVIR. They need something quick and simple and wide spread
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Post by peppy on May 3, 2020 17:33:16 GMT -5
Gilead already has an inhalation platform that they use for their Cayston drug. It is very probably not as nice as Technosphere, but they have the manufacturing and they are familiar with it (plus they own it). www.cayston.com/dosing/altera-nebulizer-systemrequires cleaning after each use.
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Post by mango on May 3, 2020 21:11:15 GMT -5
Gilead already has an inhalation platform that they use for their Cayston drug. It is very probably not as nice as Technosphere, but they have the manufacturing and they are familiar with it (plus they own it). www.cayston.com/dosing/altera-nebulizer-systemrequires cleaning after each use. That aerosol treatment comes with a significant treatment burden and many drawbacks and limitations compared to what MannKind offers.
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Post by JEvans on May 3, 2020 21:24:21 GMT -5
requires cleaning after each use. That aerosol treatment comes with a significant treatment burden and many drawbacks and limitations compared to what MannKind offers. We all know Mannkind offers great products! But what do they offer Shareholders?
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