MNKD - Contract Manufacturing Facility

[hellodolly]

I think it was longliner or lakers or peppy or mango or someone else that made a great case for TS becoming the MNKD ticket. They may be right.

If we can capture revenue from "manufacturing" Afrezza AND manufacturing other formulas while we co-promote Afrezza with a partner for a period of time (possibly until TS becomes the goose that lays the golden egg) with the vision of MNKD becoming the #1 manufacturer of inhaled drugs, why not consider the change?

• The race is on...other inhaled formulations are in the pipeline and they are not MNKD's. It's becoming an added value play for BP
• This would be a big paradigm shift in the organization.
• It's a bold initiative, but UTHR can be a really good partner to start off with to co-promote.
• 24 hour manufacturing adds value to the top and bottom line when you erase sales and marketing
• Costs for purchasing goods can be discounted, bulk contracts, etc.

On the flip side, does manufacturing (as the focus) make MNKD a one-trick pony? 

What are the other pro's and con's? I haven't scratched the surface.  I'm sure others have thought this through more than me. 

[peppy]

Mar 27, 2021 17:13:34 GMT -5 hellodolly said:

I think it was longliner or lakers or peppy or mango or someone else that made a great case for TS becoming the MNKD ticket. They may be right.

If we can capture revenue from "manufacturing" Afrezza AND manufacturing other formulas while we co-promote Afrezza with a partner for a period of time (possibly until TS becomes the goose that lays the golden egg) with the vision of MNKD becoming the #1 manufacturer of inhaled drugs, why not consider the change?

• The race is on...other inhaled formulations are in the pipeline and they are not MNKD's. It's becoming an added value play for BP
• This would be a big paradigm shift in the organization.
• It's a bold initiative, but UTHR can be a really good partner to start off with to co-promote.
• 24 hour manufacturing adds value to the top and bottom line when you erase sales and marketing
• Costs for purchasing goods can be discounted, bulk contracts, etc.

On the flip side, does manufacturing (as the focus) make MNKD a one-trick pony? 

What are the other pro's and con's? I haven't scratched the surface.  I'm sure others have thought this through more than me. 

I'll bite. Let me know if I am incorrect.
Other inhaled formulations. As a side note UTHR CEO can not be the only CEO that can see a reformulation will add to the patent.

On an odyssey, 
With the new viral mRNA technology, MNKD could conceivably, Get RNA sequences and manufacture their own version of the vaccine?
Get the RNA sequence of other viruses? 
Then according to AMY Rosenfeld, the proteins, the enzymes, the vats, the bioreactor, the lines?

MNKD is a drug manufacturer.

.

[hellodolly]

peppy So, construct a vaccine antigen for an mRNA dry powder formulation? It's nice to think it's possible b ut they will need to go back to the drawing board, I believe.
First, the fragility of mRNA. DNA, with a double sided helix is much more stable than a single strand of the double helix (mRNA). It doesn't require the cold chain storage that mRNA requires because the half life of mRNA is about 4 hours, thus the sub-zero planet Mars like temperatures for cold chain storage. Then, mRNA has the issue with the LNP (Lipid Nano-Particle that must carry the mRNA in order for it to properly maintain it's genetic script. When I say fragile, I'm really saying FRAGILE. That, among many of the mRNA concerns will need to be explored.

I doubt DNA is a route. For DNA to be effective, that must get into the cell and I doubt think reformulated dry powder antigens, taken orally, will cross the cell membrane. Electroporation (EP),the current method to administering DNA vaccines is usually applied after an intra-dermal (ID) or intra-muscular (IM) dose but set at different pulse levels of penetration to open the cell membrane walls to allow the DNA encoded antigen to enter the cell. I don't see DNA as a possibility but, based on current science. mRNA would have the only chance if it can reformulated without damaging the strand.

I like the potential of MNKD to be a major player in dry powder formulations.

[letitride]

Having been vested in a company on the forefront of dry powder vaccines for years I am inclined to say stay away from it and focus on dry powder inhalable treatments. Check the MACIVIVA an Horizon 2020 project in the EU. This was the combined work of 5 companies and here we are in the middle of a pandemic and where are they now. Treatments are far easier than vaccines and without a BP eating all the cost I say bad idea, and even then it could prove to be a distraction. TS is in my mind the goose that lays the golden eggs but in the old adage of keep it simple stupid I am inclined to say 1 treatment at a time. Trying to save the world already almost put us out of business lets finish Afrezza and a few more treatments before we try this again When our market cap is closer to a trillion than a billion I say we go for it.
  Lets Go!