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Post by cjm18 on Jun 29, 2020 18:27:39 GMT -5
Maybe this means eli is going to buy mannkind. No seriously this doesn’t mean much. IncreaseS the chance of second molecule by 5 to 10%. You think UTHR decided to pay for 3 more years exclusivity on Tadalafil for the heck of it? Or, maybe they’re planning on a different inhaler device and mechanism than Blue Hale (dreamboat) and TechnoSphere? How did you calculate your 5 to 10% improvement in the chance? What did you think the chances were before you increased your estimate? If they go with an inhaled version then they go with mannkind. This deal extension is for pills. There’s a market for the drug so they extended an existing deal. It would be a red flag if they didn’t extend the deal. At least 50% before. |
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Post by Deleted on Jun 29, 2020 19:33:35 GMT -5
You think UTHR decided to pay for 3 more years exclusivity on Tadalafil for the heck of it? Or, maybe they’re planning on a different inhaler device and mechanism than Blue Hale (dreamboat) and TechnoSphere? How did you calculate your 5 to 10% improvement in the chance? What did you think the chances were before you increased your estimate? If they go with an inhaled version then they go with mannkind. This deal extension is for pills. There’s a market for the drug so they extended an existing deal. It would be a red flag if they didn’t extend the deal. At least 50% before. I think LILY is anticipating a who new market opportunity with an INHALED TADALAFIL and will charge UTHR a higher Royalty/License Fee. It will take about 2-3 years to get approved which will be the time to negotiate a renewal. |
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Post by yash on Jun 29, 2020 19:47:16 GMT -5
Maybe this means eli is going to buy mannkind. No seriously this doesn’t mean much. IncreaseS the chance of second molecule by 5 to 10%. I don't think MNKD is BUYOUT BAIT right now. TS is still an unknown commodity. If they have 5 or more TS Drugs under their belt.....then maybe. By then MNKD will be north of $5 Billion with a PT of $20. How come the big players are not aware and missing the opportunity to grab the future technology while it is cheap?  |
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Post by brotherm1 on Jun 29, 2020 20:04:13 GMT -5
Would not tadalafil be too dangerous as an inhalable?
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Post by Deleted on Jun 29, 2020 20:04:35 GMT -5
I don't think MNKD is BUYOUT BAIT right now. TS is still an unknown commodity. If they have 5 or more TS Drugs under their belt.....then maybe. By then MNKD will be north of $5 Billion with a PT of $20. How come the big players are not aware and missing the opportunity to grab the future technology while it is cheap? Because it's UNPROVEN. Technosphere is currently a one trick pony and that pony is a hormone. BP wants to see more FDA Approved applications for TS before they jump onboard. Mike has said companies are INQUIRING but nothing concrete. Once TreT is approved it will open the gates for more companies to consider partnerships. Now if UTHR signs up TS for Tadalafil as the 2nd molecule that will be a good step forward. We will have to wait and see. |
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Post by prcgorman2 on Jun 29, 2020 20:14:44 GMT -5
Would not tadalafil be too dangerous as an inhalable? Kind of depends on the dose. |
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Post by prcgorman2 on Jun 29, 2020 20:16:24 GMT -5
You think UTHR decided to pay for 3 more years exclusivity on Tadalafil for the heck of it? Or, maybe they’re planning on a different inhaler device and mechanism than Blue Hale (dreamboat) and TechnoSphere? How did you calculate your 5 to 10% improvement in the chance? What did you think the chances were before you increased your estimate? If they go with an inhaled version then they go with mannkind. This deal extension is for pills. There’s a market for the drug so they extended an existing deal. It would be a red flag if they didn’t extend the deal. At least 50% before. My bad. I didn’t realize it was for the oral version of Tadalafil. Thank you for the correction. |
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Post by agedhippie on Jun 30, 2020 12:15:50 GMT -5
Maybe this means eli is going to buy mannkind. No seriously this doesn’t mean much. IncreaseS the chance of second molecule by 5 to 10%. You think UTHR decided to pay for 3 more years exclusivity on Tadalafil for the heck of it? Or, maybe they’re planning on a different inhaler device and mechanism than Blue Hale (dreamboat) and TechnoSphere? How did you calculate your 5 to 10% improvement in the chance? What did you think the chances were before you increased your estimate? It's a pro-forma renewal of an expiring agreement. Lilly manufacture and supply tadalafil to UTHR so unless UTHR intend to stop selling tadalafil in the next six months this is just business as usual. |
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Post by Deleted on Jun 30, 2020 12:46:16 GMT -5
You think UTHR decided to pay for 3 more years exclusivity on Tadalafil for the heck of it? Or, maybe they’re planning on a different inhaler device and mechanism than Blue Hale (dreamboat) and TechnoSphere? How did you calculate your 5 to 10% improvement in the chance? What did you think the chances were before you increased your estimate? It's a pro-forma renewal of an expiring agreement. Lilly manufacture and supply tadalafil to UTHR so unless UTHR intend to stop selling tadalafil in the next six months this is just business as usual. True but is 3 years normal?? You would think a longer more stable deal is preferred. |
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Post by matt on Jun 30, 2020 13:38:30 GMT -5
Would not tadalafil be too dangerous as an inhalable? Kind of depends on the dose. Yes indeed it does. Tadalafil and similar medications belong to a class of drugs called phosphodiesterase inhibitors, specifically PDE-5. These drugs were initially developed for treating hypertension, which did not work out so well, but Pfizer noticed an "interesting" side effect in men that led to the birth of Sildenafil (better known as Viagra) and all the other ED drugs. Because all PDE-5 inhibitors affect blood pressure, the risk of hypotension is significant and FDA considers that a serious event. Unlike Afrezza, where the patient can inhale some insulin and then do a test with a CGM before taking an adjusting dose, it is not so easy to do that with medication that affects the systemic circulatory system. Unless the dose can be precisely controlled, something that is very difficult to do with any inhaled medication, it will be a uphill fight with regulators. The indicated dose of Sildenafil for PAH is 2.5 to 10 mg via injection, three times a day, which dose not allow a lot of wiggle room, especially if the patient needs dosing at the larger end of the range. |
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Post by itellthefuture777 on Jun 30, 2020 15:29:08 GMT -5
Kind of depends on the dose. Yes indeed it does. Tadalafil and similar medications belong to a class of drugs called phosphodiesterase inhibitors, specifically PDE-5. These drugs were initially developed for treating hypertension, which did not work out so well, but Pfizer noticed an "interesting" side effect in men that led to the birth of Sildenafil (better known as Viagra) and all the other ED drugs. Because all PDE-5 inhibitors affect blood pressure, the risk of hypotension is significant and FDA considers that a serious event. Unlike Afrezza, where the patient can inhale some insulin and then do a test with a CGM before taking an adjusting dose, it is not so easy to do that with medication that affects the systemic circulatory system. Unless the dose can be precisely controlled, something that is very difficult to do with any inhaled medication, it will be a uphill fight with regulators. The indicated dose of Sildenafil for PAH is 2.5 to 10 mg via injection, three times a day, which dose not allow a lot of wiggle room, especially if the patient needs dosing at the larger end of the range. nano can probably deliver a small dose quickly and safely..as I recall they loaded Morphine years ago..safe and effective ..can't OD and no addictions..as I recall..hmm |
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Post by agedhippie on Jul 1, 2020 20:09:54 GMT -5
It's a pro-forma renewal of an expiring agreement. Lilly manufacture and supply tadalafil to UTHR so unless UTHR intend to stop selling tadalafil in the next six months this is just business as usual. True but is 3 years normal?? You would think a longer more stable deal is preferred. The last contract was three years as well. Lilly keeps the time period down because it wants the option to bump the price (which they didn't do this time) in exchange for a renewal. |
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