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Post by cretin11 on Jul 12, 2022 16:17:04 GMT -5
Just saw this regarding another unrelated potential drug: "To move from prescription to OTC, drug makers must prove the drug can be used safely and effectively by consumers without supervision from a healthcare provider and must have a low potential for misuse and abuse". This of course is obvious. It sure seems like RLS has the potential to accomplish this and this could possibly be why Andrea Leone-Bay joined RLS. Maybe someone can provide better clarity regarding this challenge and potential. If ultra-rapid calming could be safely provided OTC, the potential would be nothing short of a Blockbuster. GSK's Flonase sold about $229M in 2019. A CBD OTC seems almost a certainty at some point. And, it could conceivably sell 5x of Flonase. Why not RLS103? CBD OTC, maybe? Oh yeah, it's already being sold OTC. So "a certainty at some point" is actually today! In fact, the global CBD market has been estimated as over $5 Billion currently, and growing. So if RLS103 just capture 20% of that market, that's $1 Billion! Why not? (I can engage in irresponsible pumping too LOL) |
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Post by prcgorman2 on Jul 12, 2022 16:22:23 GMT -5
GSK's Flonase sold about $229M in 2019. A CBD OTC seems almost a certainty at some point. And, it could conceivably sell 5x of Flonase. Why not RLS103? CBD OTC, maybe? Oh yeah, it's already being sold OTC. So "a certainty at some point" is actually today! In fact, the global CBD market has been estimated as over $5 Billion currently, and growing. So if RLS103 just capture 20% of that market, that's $1 Billion! Why not? (I can engage in irresponsible pumping too LOL) Good point. I agree with you. RLS103 OTC is a very real possibility.
I'm ok with your pumping hyperbole. It beats having to read your incessant irresponsible bashing. |
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Post by cretin11 on Jul 12, 2022 17:11:06 GMT -5
CBD OTC, maybe? Oh yeah, it's already being sold OTC. So "a certainty at some point" is actually today! In fact, the global CBD market has been estimated as over $5 Billion currently, and growing. So if RLS103 just capture 20% of that market, that's $1 Billion! Why not? (I can engage in irresponsible pumping too LOL) I'm ok with your pumping hyperbole. Yes, I know you’re a fan of that. |
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Post by peppy on Jul 12, 2022 18:20:49 GMT -5
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Post by prcgorman2 on Jul 12, 2022 19:03:04 GMT -5
Bad news on the YouTube video. Apparently it said something Google (or their customers?) decided people should not see or hear.
Video unavailable
This video is no longer available because the YouTube account associated with this video has been terminated.
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Post by peppy on Jul 12, 2022 19:16:20 GMT -5
Bad news on the YouTube video. Apparently it said something Google (or their customers?) decided people should not see or hear.
Video unavailable
This video is no longer available because the YouTube account associated with this video has been terminated.
video www.youtube.com/watch?v=ZI2VT2kOfnM |
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Post by cretin11 on Jul 12, 2022 19:55:06 GMT -5
Yes, I know you’re a fan of that. Not true. And in characteristic style you twisted what was said providing yet another example of your incessant bashing I complained about.
Just stick to commenting on the topic and less on trying to slam me and I will endeavor to show you the same courtesy. Correcting you is not slamming you. There are ample opportunities to slam that I let slide. Leave the moderating to the mods. (And apologies to them for this waste of time sidetracking.) |
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Post by sweedee79 on Jul 13, 2022 10:05:02 GMT -5
IMO, it's difficult to accept the RLS/Mannkind offering would merely be similar to other OTC options. The nano particle delivery system into the deep lungs would seem to be significantly faster acting with better drug delivery control than current OTC options. I admit to knowing little about the science, just thinking out loud. I would also bet Andrea Leone-Bay believes they can capitalize on differentiation. We're all just speculating until we get any visibility from RLS on it, but I bet Andrea realizes the price point will be an issue with OTC and therefore the focus instead will be via doctors prescribing it. TS delivery should be faster than other methods, but the question how much more will a typical customer pay for it. The OTC shopper will be able to compare prices and decide on the less expensive option that still works fine, even if it takes a few more minutes for the effect. On the other hand, the patient at a doctor's office will take whatever the doc prescribes. That's the likely better avenue for RLS. I completely agree with this... I don't see RLS choosing an OTC market!!!! |
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Post by prcgorman2 on Jul 13, 2022 10:21:42 GMT -5
Why not? GSK and others have. The article on "switching Rx-to-OTC" I mentioned was specifically about BP moves from Rx initially to OTC. I would agree that OTC is almost certainly not the initial target, but I cannot imagine what would persuade RLS or any pharma to dismiss the market.
Vaping is a huge industry and it's basically doing the same thing as what we're discussing here. People smoke because of the mental (and somewhat physical) relief they get from nicotine. Same for drinking and alcohol. These "sin" industries are enormous. Annual sales of alcoholic beverages in the US is more than $200B. The global market for tobacco products is more than $800B.
It would be insanity to not at least be thinking about OTC assuming the drug is safe, effective, proven to be very safely self-administered, and FDA-approved.
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Post by cretin11 on Jul 13, 2022 13:36:22 GMT -5
Again, respectfully (not bashing), I think the difference with the Glaxo/BP examples of Rx to OTC is that those are drugs that start off as Rx only, then get approved for OTC. If I’m mistaken then please correct me, but that’s my understanding of the typical Rx to OTC situation.
So the consumer suddenly gets the opportunity to buy something OTC that previously required an Rx. That is certainly a huge opportunity for the pharma company that can capitalize on it. However, IMO this RLS situation differs in that OTC market already exist for the ingredient (CBD) involved. The dreamboat inhaler is new, but unless price point is compelling, it doesn’t seem like blockbuster potential given the saturated CBD market.
If there’s a previous analogous Rx to OTC example that turned into a blockbuster, then it would factor into my view of this. Admittedly it’s all speculation at this point.
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Post by prcgorman2 on Jul 13, 2022 14:51:52 GMT -5
Again, respectfully (not bashing), I think the difference with the Glaxo/BP examples of Rx to OTC is that those are drugs that start off as Rx only, then get approved for OTC. If I’m mistaken then please correct me, but that’s my understanding of the typical Rx to OTC situation. So the consumer suddenly gets the opportunity to buy something OTC that previously required an Rx. That is certainly a huge opportunity for the pharma company that can capitalize on it. However, IMO this RLS situation differs in that OTC market already exist for the ingredient (CBD) involved. The dreamboat inhaler is new, but unless price point is compelling, it doesn’t seem like blockbuster potential given the saturated CBD market. If there’s a previous analogous Rx to OTC example that turned into a blockbuster, then it would factor into my view of this. Admittedly it’s all speculation at this point. Thank you cretin. Agree Rx then OTC. And agree, we're just speculating. No argument about CBD market being saturated, but I would argue it's saturated with mostly unregulated products of dubious manufacture and effectiveness.
I'm not sure what the definition of "blockbuster" is, but I'll say GSK's Flonase is a representative example of what is possible for revenue for a successful transition moving from Rx-to-OTC. Basically, low hundreds of millions of dollars.
I will also assert that the alcohol and tobacco and cannabis analogues are still relevant. I have a friend who has a prescription for medical marijuana. He doesn't smoke or eat anything. Instead he has an expensive machine akin to a nebulizer which produces no (or very little) smoke. He uses this because he doesn't like smoking and he wants relatively instant relief. One thing we know about dreamboat and FDKP excipient is they get drugs into the bloodstream fast.
People use the "sin" products for many different reasons but generally it is simply to feel better, at least mentally. If RLS103 was able to reliably deliver that at a competitive price point (as compared to the other analogues) with few physical risks or downsides (as compared to the other analogues), it is reasonable to conjecture an Rx-to-OTC path (probably over several years' time), possibly even achieving 'blockbuster' status. As we know, alcohol, cannabis, and tobacco are way more popular than Flonase.  |
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Post by MnkdWASmyRtrmntPlan on Jul 13, 2022 15:03:35 GMT -5
I have been vaping CBD with a dry herb vaporizer for years. It's great for anxiety. I buy it from tweedlefarms.com/They are in Oregon. For anxiety, I recommend Ringo's Gift and Remedy. The different types of hemp aren't always in stock, so you gotta get them while they got them. You can also get other products like cbd oils, concentrates, tinctures and edibles like gummies. The hemp is inexpensive. The other stuff costs more, but is probably a lot more convenient. Also, dry herb vaporizers aren't cheap. But, pipes are cheap, and you can still always smoke it. Or, like they say, roll-it if you got-it. |
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