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Post by mango on Feb 22, 2024 6:18:29 GMT -5
I’m bummed we have not heard from Receptor in over a year, but Andrea’s other company she is a BOD of and Greg Wesner is the CEO of, Spoke Sciences, has launched a line of CBD creams and about to launch a line of CBD drinks. It appears they are using a proprietary formula and method for providing superior stability and bioavailability of CBD and other active ingredients. There’s no information on the extraction process of their CBD or where it is acquired. Just thought I’d inform everyone. Looks like they have already sold out of the topical line. I’d like to know what is going on with Receptor. Does anyone want to try contacting them? www.spokesciences.com/newsphysikusa.com/drinkcureous.com/ |
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Post by mpg54 on Feb 24, 2024 18:52:56 GMT -5
I’m bummed we have not heard from Receptor in over a year, but Andrea’s other company she is a BOD of and Greg Wesner is the CEO of, Spoke Sciences, has launched a line of CBD creams and about to launch a line of CBD drinks. It appears they are using a proprietary formula and method for providing superior stability and bioavailability of CBD and other active ingredients. There’s no information on the extraction process of their CBD or where it is acquired. Just thought I’d inform everyone. Looks like they have already sold out of the topical line. I’d like to know what is going on with Receptor. Does anyone want to try contacting them? www.spokesciences.com/newsphysikusa.com/drinkcureous.com/I don’t see any cannabis drugs going anywhere, CBD and THC is all over the place, the market is saturated with products. You don’t need to see a Dr to get it. I don’t see any big dollar opportunity coming from it for MNKD. I think this died on the vine over the last few years. If I’m missing something, fill me in… |
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Post by cretin11 on Feb 24, 2024 23:38:02 GMT -5
I’m bummed we have not heard from Receptor in over a year, but Andrea’s other company she is a BOD of and Greg Wesner is the CEO of, Spoke Sciences, has launched a line of CBD creams and about to launch a line of CBD drinks. It appears they are using a proprietary formula and method for providing superior stability and bioavailability of CBD and other active ingredients. There’s no information on the extraction process of their CBD or where it is acquired. Just thought I’d inform everyone. Looks like they have already sold out of the topical line. I’d like to know what is going on with Receptor. Does anyone want to try contacting them? www.spokesciences.com/newsphysikusa.com/drinkcureous.com/I don’t see any cannabis drugs going anywhere, CBD and THC is all over the place, the market is saturated with products. You don’t need to see a Dr to get it. I don’t see any big dollar opportunity coming from it for MNKD. I think this died on the vine over the last few years. If I’m missing something, fill me in… Same thing I posted here five years ago, you are correct IMO. People have their CBD method of choice already and it works fine. This actually didn’t die on the vine over the last few years, it really wasn’t promising from the beginning. |
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Post by stella on Feb 26, 2024 8:22:43 GMT -5
I don’t see any cannabis drugs going anywhere, CBD and THC is all over the place, the market is saturated with products. You don’t need to see a Dr to get it. I don’t see any big dollar opportunity coming from it for MNKD. I think this died on the vine over the last few years. If I’m missing something, fill me in… Same thing I posted here five years ago, you are correct IMO. People have their CBD method of choice already and it works fine. This actually didn’t die on the vine over the last few years, it really wasn’t promising from the beginning. Actually.....The first prescription cannabidiol, Epidiolex, used to treat seizures related to epilepsy, was approved by the FDA in 2018. It was owned by GW Pharma, which was focused on developing a platform of prescription cannabidiol drugs for a variety of diseases. Jazz Pharma (JAZZ) bought GW Pharma in 2021 for $7.2 billion. Clearly they saw value in developing CBD drugs.
Epidiolex's annual revenue run-rate is currently $800 million. It grew 9% yoy in 3Q23. Phase 3 trial results in Japan expected in 2H24. It's sold in 36 countries. Approved in the US and EU.
So there are successful CBD drugs out there. I doubt you can go to the local head shop and put together a CBD mix to treat specific diseases.
Who knows if RLS has pivoted away from its prescription CBD development efforts. I think it's a good question to ask MNKD since RLS apparently does some or all of it's clinical research out of the Danbury facility.
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Post by cretin11 on Feb 26, 2024 8:37:08 GMT -5
GWPH was a great success story and a great stock, so it’s not impossible. It was over seven years ago when Pfeffer brought in the $1 million milestone payment from RLS which was nice. As of about a year and a half ago I believe RLS was still pursuing CBD for prescription use, my assumption is they haven't given up yet. Agree it would be good to hear some update from our ceo. My prediction hasn’t changed but I’d love to be wrong.
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Post by mango on Feb 26, 2024 8:47:50 GMT -5
Cretin, you are only sort of correct when saying people have their method of choice and it works fine. If someone has a legitimate medical condition that they need a medication to treat, the medication ingredients needs to be the exact same every single time to produce consistent, reliable and safe effects and this also makes it titratable. Local growers and dispensaries don’t have any oversight and many places out right forge their laboratory results. You can buy the same chemovar at the same shop for 5 years straight but it will never have the same chemical makeup because it was not grown under the highest of scrutinizing controlled conditions with governmental oversight.
GW Pharma talked about how difficult it is to grow like this. The Cannabis they grew were under these conditions and it’s just very difficult to do. If you have epilepsy and want to use CBD to treat it, you’re going to want something that you can reliably take like Epidiolex and not your local dispensary or gas station even. The chemical profile of Epidiolex is the same every time whereas CBD from a gas station or dispensary will be vastly different and won’t reliable (if any at all) treat the medial condition.
There is also method of delivery, bioavailability, absorption, etc that goes into play with the formulation and MOD. Medical and recreation are just two separate entities. There is a lot of fraudulent claims, inconsistencies, lies, inaccurate data, impurities, contaminants, etc associated with Cannabis products sold in commerce (dispensaries, gas stations, etc) that is not FDA approved.
I agree RLS may be a dead end now by the looks of it (hope we are wrong about that though). I had always hoped RLS would show promising clinical trial data and get bought out by someone like Jazz Pharma who recently bought GW Pharma. I haven’t looked at what Jazz has been up to since that acquisition. I may look today. I do believe there is an untapped market for FDA approved Cannabis derived products.
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Post by uvula on Feb 26, 2024 9:44:57 GMT -5
"I do believe there is an untapped market for FDA approved Cannabis derived products."
The question for mnkd and us is how many of these future products need technospheres. It is just as likely they can use liquidia technology or something else entirely.
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Post by prcgorman2 on Feb 26, 2024 9:57:09 GMT -5
"I do believe there is an untapped market for FDA approved Cannabis derived products." The question for mnkd and us is how many of these future products need technospheres. It is just as likely they can use liquidia technology or something else entirely. Agree insofar as MNKD investors care about TS applications. Disagree about being "just as likely". That statement requires a level of pharmacological knowledge I doubt you have and I know I do not have. |
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Post by sayhey24 on Feb 26, 2024 10:44:08 GMT -5
"I do believe there is an untapped market for FDA approved Cannabis derived products." The question for mnkd and us is how many of these future products need technospheres. It is just as likely they can use liquidia technology or something else entirely. We were told years ago we had "an embarrassment of riches". Since then what we have had is "an embarrassment of execution". Here is a good high level description of TS - click on the "read more" button investors.mannkindcorp.com/press-releases?_gl=1*1bkzkzo*_ga*OTY4OTU5NDE3LjE3MDI2NjY5MzA.*_ga_4PG70PBDQW*MTcwODk2MTQxNS4xNi4wLjE3MDg5NjE0MTUuNjAuMC4w&_ga=2.71565971.1805292303.1708950919-968959417.1702666930#TechnosphereIf anyone should know what TS could be used with it is Andrea. She probably has her name on more MNKD patents than anyone. Back in the day Al Mann thought he was going to roll out drug after drug through a model we currently have with UTHR. Hopefully UTHR will also license MNKD-101. I have the feeling LQDA is going to struggle keeping their head above water but we will see. Competing against Tyvaso DPI will not be easy unless they offer at a significant discount. |
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limo
Researcher
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Post by limo on Feb 26, 2024 10:51:48 GMT -5
the market is far more interested and or concerned with merck's sotatercept which should be approved in March. Independent studies albeit small samples have received feedback that they could prioritise sotatercept ahead of tyvaso before eventually prescribing both. GS published a whole research note on this but i cannot share due to mifid rules in the EU. MKT isn't really focusing on LQDA despite the hype on the forums.
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Post by mango on Feb 26, 2024 11:58:04 GMT -5
the market is far more interested and or concerned with merck's sotatercept which should be approved in March. Independent studies albeit small samples have received feedback that they could prioritise sotatercept ahead of tyvaso before eventually prescribing both. GS published a whole research note on this but i cannot share due to mifid rules in the EU. MKT isn't really focusing on LQDA despite the hype on the forums. I haven’t read much about sotatercept expect it had really great phase 3 data. It was used in combo with background therapy. Do you know what the background therapy was for the participants in the trial? |
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Post by sayhey24 on Feb 26, 2024 12:30:59 GMT -5
the market is far more interested and or concerned with merck's sotatercept which should be approved in March. Independent studies albeit small samples have received feedback that they could prioritise sotatercept ahead of tyvaso before eventually prescribing both. GS published a whole research note on this but i cannot share due to mifid rules in the EU. MKT isn't really focusing on LQDA despite the hype on the forums. I thought and maybe incorrectly that Tyvaso DPI would be the baseline therapy and sotatercept would be the add on therapy. Is that incorrect? |
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limo
Researcher
Posts: 82
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Post by limo on Feb 26, 2024 13:33:37 GMT -5
Both good questions. I’ll do a proper summary tomorrow once I’ve re read it at work.
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Post by mango on Mar 1, 2024 12:32:07 GMT -5
Both good questions. I’ll do a proper summary tomorrow once I’ve re read it at work. Any update? |
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Post by mytakeonit on Mar 1, 2024 13:09:50 GMT -5
Update is ... my wife said that I should have bought more shares !!!
But, that's mytakeonit
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