Clofazimine

[limo]

Jan 15, 2024 11:23:48 GMT -5 agedhippie said:

Jan 15, 2024 3:57:38 GMT -5 limo said:

www.frontiersin.org/articles/10.3389/fddev.2022.864922/full
link


investor.insmed.com/events?item=112

link



intersting research on the inhalers used by Insmed the manufactures of ARIKAYCE. They're also in Phase 2/3 for Trepostinal dpi for PAH and ILD.



Their presentation from JPM conf

Thanks for the links. Having read the presentation and the transcript it looks really interesting. There seems to be a lot of overlap with MNKD, but I think they are at least two years behind. If TPIP works it has a lot of potential and it's interesting that they are going for PH-ILD first and PAH second. As I read it TPIP is essentially a treprostinil analog and not pure treprostinil delivered via a DPI.

Their existing drug, ARIKAYCE, is in trials for MAC/ NTM and is nebulized. The side effects look pretty awful, and it's licensed as a last resort drug although there is a trial running to change that label.

They have a $4bn market cap and negative EPS!

[agedhippie]

Jan 15, 2024 11:28:22 GMT -5 limo said:

Jan 15, 2024 11:23:48 GMT -5 agedhippie said:

Thanks for the links. Having read the presentation and the transcript it looks really interesting. There seems to be a lot of overlap with MNKD, but I think they are at least two years behind. If TPIP works it has a lot of potential and it's interesting that they are going for PH-ILD first and PAH second. As I read it TPIP is essentially a treprostinil analog and not pure treprostinil delivered via a DPI.

Their existing drug, ARIKAYCE, is in trials for MAC/ NTM and is nebulized. The side effects look pretty awful, and it's licensed as a last resort drug although there is a trial running to change that label.

They have a $4bn market cap and negative EPS!

That's impressive!