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Post by longliner on Nov 17, 2023 23:56:12 GMT -5
As some here know Aged is one of my favorite posters. He's actually the reason I initially joined. I joined to counter his negative posts regarding Afrezza. longliner you're gonna have to step it up then! You haven't countered much, while aged has proven to be the most accurate predictor here on Afrezza (stevil is in that category too). We all learn a lot from aged's posts, at least those of us willing to be open minded. Same goes for sayhey's substantive posts. This is why aged is one of my favorite posters, and you are my least favorite poster. It really boils down to truthiness.  Tyvaso is a much more effective treatment than Yutrepia for PAH and ILD. Simple...deep lung (Tyvaso) vs shallow lung (Yutrepia) affect. |
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Post by sayhey24 on Nov 18, 2023 7:49:02 GMT -5
longliner you're gonna have to step it up then! You haven't countered much, while aged has proven to be the most accurate predictor here on Afrezza (stevil is in that category too). We all learn a lot from aged's posts, at least those of us willing to be open minded. Same goes for sayhey's substantive posts. This is why aged is one of my favorite posters, and you are my least favorite poster. It really boils down to truthiness. Tyvaso is a much more effective treatment than Yutrepia for PAH and ILD. Simple...deep lung (Tyvaso) vs shallow lung (Yutrepia) affect. I will also take Aged's stance he/she had with afrezza, Yutrepia's lung safety is not proven. Why would any doctor prescribe a medication which is almost as good but may cause further lung issues when there is a safe, proven alternative from an established company? Liquidia who? |
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Post by cretin11 on Nov 18, 2023 9:09:46 GMT -5
The weeping and knashing of teeth over aged’s posts might continue, and for some that’s what a message board is for. We will all get to see if and when Yutrepia ever hits the market, how its sales trajectory compares with Afrezza’s. In the meantime, I look forward to aged (and some others) continuing to post relevant info. 👍🏼
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Post by ktim on Nov 18, 2023 11:23:46 GMT -5
I'm curious, when Mannkind launches their next product, either alone or in partnership, will the same party here that has soft bashed both Afrezza and Tyvaso attempt to undermine that product as well? If so, at some point you have to ask why? Why argue against our science in support of our competition? Why (for years) undermine every attempt at success for Mannkind and it's investors?
You admittedly are not an investor in Mannkind, or an end user of our products? To what end? It used to be your interest in diabetes, did you suddenly contract PAH as well? As a MNKD investor it is certainly frustrating, so mission accomplished I suppose. It's a moderated board, as long as they appreciate the content so be it. Do you honestly think this board is important enough that someone "soft bashing" afrezza here is contributing to its lack of success in the medical marketplace? Are the doctors, insurance companies and patients really being swayed by posts HERE??? No disrespect to the board as a communication platform for shareholders, but we are not making any difference positive or negative in the future of Afrezza or MNKD (save for Sports who is actually involved in clinical activities). If this board really had influence, Afrezza sales and the share price would be soaring since the hyperbolic pumpers far outnumber the soft bashers. |
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Post by agedhippie on Nov 18, 2023 11:29:48 GMT -5
I will also take Aged's stance he/she had with afrezza, Yutrepia's lung safety is not proven. Why would any doctor prescribe a medication which is almost as good but may cause further lung issues when there is a safe, proven alternative from an established company? Liquidia who? The issue for some endos in the early days was insulin in the lungs based on from what they thought they were starting to see with Exubera. The carrier, Technosphere, was never a concern. I doubt anyone is going to have safety concerns with Yutrepia since Tyvaso has been inhaled for years. If you are counting on lung concerns being an issue I think you will be disappointed. |
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Post by agedhippie on Nov 18, 2023 11:40:17 GMT -5
This is why aged is one of my favorite posters, and you are my least favorite poster. It really boils down to truthiness. Tyvaso is a much more effective treatment than Yutrepia for PAH and ILD. Simple...deep lung (Tyvaso) vs shallow lung (Yutrepia) affect. [blush] There is a lot of misunderstanding around deep lung vs shallow lung. The depth of penetration is primarily decided by the particle size (which is why diesel exhaust is so dangerous) rather than anything else (velocity also plays a part, but to a lesser extent). The problem with inhalers is that you can have a small particle size, but if the particles clump then they become big particles and settle in the upper airways. What the Dreamboat does is breaking up those clumps using turbulent flow, hence small particles, hence deep lung reach. This is not unique to the Dreamboat and there is a whole branch of engineering dedicated to dry powder inhalers. That's a long winded way of saying Yutrepia also has a deep lung effect, as do all inhalers designed for this purpose. |
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Post by mcbone on Nov 19, 2023 11:30:33 GMT -5
This is why aged is one of my favorite posters, and you are my least favorite poster. It really boils down to truthiness. Tyvaso is a much more effective treatment than Yutrepia for PAH and ILD. Simple...deep lung (Tyvaso) vs shallow lung (Yutrepia) affect. [blush] There is a lot of misunderstanding around deep lung vs shallow lung. The depth of penetration is primarily decided by the particle size (which is why diesel exhaust is so dangerous) rather than anything else (velocity also plays a part, but to a lesser extent). The problem with inhalers is that you can have a small particle size, but if the particles clump then they become big particles and settle in the upper airways. What the Dreamboat does is breaking up those clumps using turbulent flow, hence small particles, hence deep lung reach. This is not unique to the Dreamboat and there is a whole branch of engineering dedicated to dry powder inhalers. That's a long winded way of saying Yutrepia also has a deep lung effect, as do all inhalers designed for this purpose. These slides Harry posted some time ago (thank you Harry!) compare Tyvaso DPI and Yutrepia head to head. See mnkd.proboards.com/post/247614/thread . Sure looks the patient gets the same therapeutic effect with significantly less Tyvaso DPI than Yutrepia. Nearly all prescription medicines have side effects, and those side effects normally increase with increasing dose size. That Tyvaso DPI can be dosed in smaller amounts seems like a huge advantage to me. Afrezza is somewhat of an exception to this rule because, unlike treprostinil, it's not a patented molecule invented by big pharma in a lab. It's human insulin whose exclusivity (patent protection) arises from the TS platform for delivery. But yea, if Yutrepia makes it to market, it will reduce Tyvaso DPI sales and likely put some cost pressure on Tyvaso DPI. The extent of that remains to be seen. My money is on UTHR and Martine. Thank you Martine! |
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Post by agedhippie on Nov 19, 2023 12:21:51 GMT -5
These slides Harry posted some time ago (thank you Harry!) compare Tyvaso DPI and Yutrepia head to head. See mnkd.proboards.com/post/247614/thread . Sure looks the patient gets the same therapeutic effect with significantly less Tyvaso DPI than Yutrepia. Nearly all prescription medicines have side effects, and those side effects normally increase with increasing dose size. That Tyvaso DPI can be dosed in smaller amounts seems like a huge advantage to me. Afrezza is somewhat of an exception to this rule because, unlike treprostinil, it's not a patented molecule invented by big pharma in a lab. It's human insulin whose exclusivity (patent protection) arises from the TS platform for delivery. But yea, if Yutrepia makes it to market, it will reduce Tyvaso DPI sales and likely put some cost pressure on Tyvaso DPI. The extent of that remains to be seen. My money is on UTHR and Martine. Thank you Martine! Tyvaso-DPI undoubtably is more more efficient in delivering the drug to the blood stream. It's just a matter of comparing the LQDA poster where they map cartridges to Tyvaso nebulizer breaths since both companies publish that information. The side effects come from the absorbed drug, not the quantity of drug given - if the drug never makes it into the system then it can't cause side effects. I do agree though that UTHR will get the bulk of the market and have always said so. From LQDA's point of view they don't need the whole market, I doubt they could even supply it, they just need a share. The lung depth images at the top of the slide are based on Exubera rather than LDQA so not really relevant. |
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Post by prcgorman2 on Nov 19, 2023 13:47:22 GMT -5
From everything I’ve seen, even LQDA doesn’t claim they will have major market share. The questions are, will they be approved to sell Yutrepia by courts and FDA (and I assume the answer is yes) and how much impact will that have on UTHR/MNKD (and I assume minor). Time will tell.
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Post by wyattdog on Nov 19, 2023 14:57:09 GMT -5
Nov 09,2023 06:06AM Liquidia Technologies (LQDA – Research Report), the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst Andreas Argyrides from Wedbush remains neutral on the stock and has a $3.00 price target.
Andreas Argyrides gave his Sell rating based on several factors related to Liquidia Technologies. One of the major concerns was the ongoing patent litigation with United Therapeutics, which has added another layer of uncertainty to the company’s operations. This legal battle has resulted in a 30-month stay on the final approval of Liquidia’s main pharmaceutical product, YUTREPIA. The outcome of this lawsuit could heavily impact Liquidia’s ability to successfully enter the market with its products.
Another contributing factor to the Sell rating is the potential competitive disadvantage YUTREPIA may face if it receives final approval and becomes available in the U.S. Argyrides notes that Tyvaso DPI, a product of United Therapeutics, has a significant first-mover advantage in the same medical areas YUTREPIA is targeting, coupled with YUTREPIA’s lack of meaningful differentiation. Furthermore, Andreas Argyrides expressed concern over the company’s financial health. With only about a year of cash left, Liquidia may need to raise additional capital to support a competitive YUTREPIA launch, which can add further risks.
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Post by agedhippie on Nov 19, 2023 19:11:46 GMT -5
Nov 09,2023 06:06AM Liquidia Technologies (LQDA – Research Report), the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst Andreas Argyrides from Wedbush remains neutral on the stock and has a $3.00 price target. Andreas Argyrides gave his Sell rating based on several factors related to Liquidia Technologies. One of the major concerns was the ongoing patent litigation with United Therapeutics, which has added another layer of uncertainty to the company’s operations. This legal battle has resulted in a 30-month stay on the final approval of Liquidia’s main pharmaceutical product, YUTREPIA. The outcome of this lawsuit could heavily impact Liquidia’s ability to successfully enter the market with its products. Another contributing factor to the Sell rating is the potential competitive disadvantage YUTREPIA may face if it receives final approval and becomes available in the U.S. Argyrides notes that Tyvaso DPI, a product of United Therapeutics, has a significant first-mover advantage in the same medical areas YUTREPIA is targeting, coupled with YUTREPIA’s lack of meaningful differentiation. Furthermore, Andreas Argyrides expressed concern over the company’s financial health. With only about a year of cash left, Liquidia may need to raise additional capital to support a competitive YUTREPIA launch, which can add further risks. He doesn't have much of a track record and he's taking a gamble. All the other analysts are between $15.00 and $18.00 and also reviewed after the last call. For his view to come true UTHR must win the appeal, otherwise he is toast. As I said before though, UTHR will own the bulk of the market and all LQDA needs is a share. He is right though that LQDA will do a raise when they win the case, they would be idiots not to because the price will spike and they don't have a big float. The analysts will have factored that into their pricing. The first mover advantage was why UTHR threw everything but the kitchen sink at LQDA to slow them down. UTHR could not afford to be beaten to the market. But LQDA is not UTHR; it doesn't need to dominate the market because the share price will not be hammered for being second, UTHR would have been though. |
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Post by sayhey24 on Nov 20, 2023 7:54:31 GMT -5
Aged has 66% more posts than me. I am going to need to really step it up. I have been here longer  Although not 66%.... Aged - how come when I look at the last time you logged in it was 2017? How did you post 5554 times and never log in? |
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Post by mcbone on Nov 20, 2023 8:52:09 GMT -5
These slides Harry posted some time ago (thank you Harry!) compare Tyvaso DPI and Yutrepia head to head. See mnkd.proboards.com/post/247614/thread . Sure looks the patient gets the same therapeutic effect with significantly less Tyvaso DPI than Yutrepia. Nearly all prescription medicines have side effects, and those side effects normally increase with increasing dose size. That Tyvaso DPI can be dosed in smaller amounts seems like a huge advantage to me. Afrezza is somewhat of an exception to this rule because, unlike treprostinil, it's not a patented molecule invented by big pharma in a lab. It's human insulin whose exclusivity (patent protection) arises from the TS platform for delivery. But yea, if Yutrepia makes it to market, it will reduce Tyvaso DPI sales and likely put some cost pressure on Tyvaso DPI. The extent of that remains to be seen. My money is on UTHR and Martine. Thank you Martine! Tyvaso-DPI undoubtably is more more efficient in delivering the drug to the blood stream. It's just a matter of comparing the LQDA poster where they map cartridges to Tyvaso nebulizer breaths since both companies publish that information. The side effects come from the absorbed drug, not the quantity of drug given - if the drug never makes it into the system then it can't cause side effects. I do agree though that UTHR will get the bulk of the market and have always said so. From LQDA's point of view they don't need the whole market, I doubt they could even supply it, they just need a share. The lung depth images at the top of the slide are based on Exubera rather than LDQA so not really relevant. Aged, I would include effects like cough and throat irritation as side effects, or adverse events (AE's), even though they are not a result of the drug making "it into the system," by which I assume you mean blood stream. These AE's might be more attributable to the carrier rather than the amount of active, although generally the more active that is required, the more carrier is needed to deliver it. I think of it this way: if I take a huge hit of a cigarette or joint (in a state where that's legal lol), I might cough. If it's a smaller hit, then maybe not. If a smaller "hit" of Tyvaso DPI is needed versus Yutrepia, then we might see less coughing, throat irritation, etc. The published studies on the two competing products bear this out. The Inspire study (Yutrepia) for tolerability is here: www.ncbi.nlm.nih.gov/pmc/articles/PMC9400582/ . The published Breeze study (Tyvaso DPI) is here: www.ncbi.nlm.nih.gov/pmc/articles/PMC9063953/ . Check out the tables in the studies. Looks like significantly less coughing and throat irritation for Tyvaso DPI (as well as the rest of the AE's). Nevertheless, the studies show that Tyvaso DPI and Yutrepia were both highly preferred by patients over admin of Tyvaso via nebulizer. There's no denying that Yutrepia can take some market share if it becomes available. |
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Post by agedhippie on Nov 20, 2023 9:29:03 GMT -5
Tyvaso-DPI undoubtably is more more efficient in delivering the drug to the blood stream. It's just a matter of comparing the LQDA poster where they map cartridges to Tyvaso nebulizer breaths since both companies publish that information. The side effects come from the absorbed drug, not the quantity of drug given - if the drug never makes it into the system then it can't cause side effects. I do agree though that UTHR will get the bulk of the market and have always said so. From LQDA's point of view they don't need the whole market, I doubt they could even supply it, they just need a share. The lung depth images at the top of the slide are based on Exubera rather than LDQA so not really relevant. Aged, I would include effects like cough and throat irritation as side effects, or adverse events (AE's), even though they are not a result of the drug making "it into the system," by which I assume you mean blood stream. These AE's might be more attributable to the carrier rather than the amount of active, although generally the more active that is required, the more carrier is needed to deliver it. I think of it this way: if I take a huge hit of a cigarette or joint (in a state where that's legal lol), I might cough. If it's a smaller hit, then maybe not. If a smaller "hit" of Tyvaso DPI is needed versus Yutrepia, then we might see less coughing, throat irritation, etc. The published studies on the two competing products bear this out. The Inspire study (Yutrepia) for tolerability is here: www.ncbi.nlm.nih.gov/pmc/articles/PMC9400582/ . The published Breeze study (Tyvaso DPI) is here: www.ncbi.nlm.nih.gov/pmc/articles/PMC9063953/ . Check out the tables in the studies. Looks like significantly less coughing and throat irritation for Tyvaso DPI (as well as the rest of the AE's). Nevertheless, the studies show that Tyvaso DPI and Yutrepia were both highly preferred by patients over admin of Tyvaso via nebulizer. There's no denying that Yutrepia can take some market share if it becomes available. Carrier volume isn't usually an issue as they simply make the API more concentrated (or weaker) to reach the volume they are after. Insulin is an example of this, it comes in 1x 2x and 5x strengths to optimize the volume - the 5x insulin is used for people with bad insulin resistance who can use most of a pen in a single shot for a meal. My suspicion is that LQDA would be perfectly happy with just some market share. They also have a nebulized delayed release Tyvaso from a licensing deal, L606, in phase 3 trials as their follow on but that doesn't finish phase 3 until mid 2025. TBH if I was UTHR I would worry far more about Merck and Sotatercept although that really depends on how Merck prices it. |
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Post by agedhippie on Nov 20, 2023 9:31:34 GMT -5
I have been here longer Although not 66%.... Aged - how come when I look at the last time you logged in it was 2017? How did you post 5554 times and never log in? Maybe I never logged out  |
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Although not 66%....