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Post by kball on Apr 27, 2015 8:51:00 GMT -5
Perhaps one of you can recall the discussion of - was it Al Mann? - about how a morphine-like pain medication would NOT cause addiction if delivered via Technosphere? I'll have to begin searching, but I recall the subject was discussed in an interview. So the thought that keeps swirling around in my head this morning, and of late, is i'm much more depressed about Al being 90ish than i am about MNKD being 5ish. |
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Post by mnholdem on Apr 27, 2015 10:30:05 GMT -5
I think we're on the same page... but only if a buyout is planned for several years down the road. I keep thinking to myself, "God willing, Al will still be around to make sure we get a good price."
By then, spiro will have recovered from the investors coma he's slipping into.  |
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Post by gomnkd on Apr 27, 2015 10:42:06 GMT -5
TI platform is a non-starter for now. Partners will hesitate to start trials for new drugs when Afrezza hasn't taken off.
I don't want the current management to go anywhere near doing new trials for anything on their own. I hope they are smart enough to only keep talking about it, just to keep investors dreaming.
The biggest thing that is weighing the stock is the convertibles. I think they may be circulating some prospectus in WS for some new offering. MKT knows something.
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Post by thsloppy on Apr 27, 2015 11:39:55 GMT -5
MNKD and a partner would be late to market in migraine. Allergan bought MAP a few years ago which is an inhaled approach. It might already be on the market or if not it will be soon. They project this to be a $750M drug. Allergan already owns a high share of the migraine market with traditional meds. I was a MAP share holder but cashed out immediately and have not filled the story since. I also held PATH when it was acquired by Teva last year. That is an active patch worn on the arm. That was estimated at $400M opportunity (PATH sold out way too cheap in my opinion). There are also sublingual approaches being trialed as well. All are designed to be rapid acting with equal or better efficacy with less side effects and no need for hospitalization. So I guess I'm the only one who won't be excited about this space as it is already crowded.
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Post by mnholdem on Apr 27, 2015 13:04:40 GMT -5
MAPS received a CRL for Levadex(R) inhaled migraine pain medication in 2013.
July, 2014 - Allergan (the company that later acquired MAP Pharmaceuticals) is mired in a fight to remain independent from serial acquirer Valeant, so having to tell investors it received a complete response letter (CRL) is not what it wants to do. But the FDA has again delayed approval of an inhaled migraine treatment Levadex(R) because of uncertainties about the production process with the canisters used to administer it.
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Post by me on Apr 27, 2015 14:24:10 GMT -5
Davinci, In Spiro's opinion, you need to research a little more on the debilitating aspects of migraine headaches and asthma, including the liver toxicity of numerous drugs before you post. There is a huge market for potential Technosphere applications. We would all like for MNKD to give us more information about their plans for Technosphere, but that would also reveal their hand to competition, since other companies also have inhalation powders. When MNKD has all the necessary details completed regarding their next Technosphere project, they will announce it. But it's going to be on their schedule not ours. Hopefully, they get it done right. Spiro here, If Techosphere was good enough to get it done with insulin, can you imagine the potential with much less complicated drug treatments. Only a short would think otherwise. And, I have asthma and I take advair. My wife struggles with migraines. So, respectfully, me thinks spiro needs to........... There may be a huge market for T but that's not what I asked in my post. No, but what "makes you a [stealth] short," is the fact that you have never attempted to poke holes in the short thesis. The only thing you've done is attempted to cast [only somewhat veiled] aspersions on the long thesis. "There may be a huge market for T but that's not what I asked in my post." But really, you did ask that! Since when, in a capitalist economy, do companies not step up to serve a "huge market?!" You brushed off Spiro by saying, in essence, "There may be a huge market for MNKD's application, but there probably aren't any interested parties who want to participate." In what market economy are you living? And finally, like others, I believe your wife may get headaches, but it appears doubtful she suffers from true migraines. Ask anyone who does, and you'd find a huge desire for a faster acting pain med for migraines. I know this because my youngest daughter has had migraines since she was a teen. She suffers immensely until her Imitrex kicks in. (So I guess this is another area you need to tighten up before you attempt another backhanded "analysis" of MNKD.) As I've said repeatedly, you're going to have to work on your subtlety. Your position is still quite evident to the most casual observer. |
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Post by hankscorpio7 on Apr 27, 2015 16:15:21 GMT -5
Me--
is this your crusade? White whale? Why don't we just burn davinci' posts? Maybe mine too since I use subtle words that make people lose hope. I don't see you comment on irrational pumpers. Where were you in the "buying more" thread? Could have saved people 5% with your brilliant, unbiased interpretations.
Davinci starts fair topic- called disingenuous, liar, and a stealth short. Real nice..
Back to OT- this was a thread few months ago. Werent a lot of answers for what davinci is really asking- what actual meds would use this tech?
I suffered migraines. And yeah I would still say "that cost how much?". It would be very helpful in nausea. Irrelevant for pain in my book- as others have added- sublingual tabs, dermal patches, sprays, shots all very fast acting. I would not want them putting money in pain- (subtle enough).. Funny story- turns out my migraines were due to an aneurysm- which eventually ruptured. So yeah- get that checked out every few years migraine sufferers. On the plus side- no more migraines. I imagine baba and "me" will argue I own an MRI business.
CARA has very interesting candidate that could revolutionize pain meds. But inhalable is not in trials. IV, then oral. So at least 3 yrs out if they are.
Vaccines are where I would like to see them focus. Manufacturing and transportation superiority. But, as original original thread seemed to conclude, TS won't be story for at least a year. And, as long as I am, one of the reasons I will wait to buy more.
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Post by thsloppy on Apr 27, 2015 16:31:12 GMT -5
mnholdem...my understanding is that it is not a drug issue but a manufacturing concern that is being addressed. I believe it goes back to FDA this year. Still, they have a long head start and this was the drug that is used by IV in the hospital, without all the issues. Once approved it will be a winner.
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Post by me on Apr 27, 2015 16:46:31 GMT -5
Me-- is this your crusade? White whale? Why don't we just burn davinci' posts? Maybe mine too since I use subtle words that make people lose hope. I don't see you comment on irrational pumpers. Where were you in the "buying more" thread? Could have saved people 5% with your brilliant, unbiased interpretations. Davinci starts fair topic- called disingenuous, liar, and a stealth short. Real nice.. Back to OT- this was a thread few months ago. Werent a lot of answers for what davinci is really asking- what actual meds would use this tech? I suffered migraines. And yeah I would still say "that cost how much?". It would be very helpful in nausea. Irrelevant for pain in my book- as others have added- sublingual tabs, dermal patches, sprays, shots all very fast acting. I would not want them putting money in pain- (subtle enough).. Funny story- turns out my migraines were due to an aneurysm- which eventually ruptured. So yeah- get that checked out every few years migraine sufferers. On the plus side- no more migraines. I imagine baba and "me" will argue I own an MRI business. CARA has very interesting candidate that could revolutionize pain meds. But inhalable is not in trials. IV, then oral. So at least 3 yrs out if they are. Vaccines are where I would like to see them focus. Manufacturing and transportation superiority. But, as original original thread seemed to conclude, TS won't be story for at least a year. And, as long as I am, one of the reasons I will wait to buy more. Hank, I have no problem with anyone who slams MNKD or provides a reasoned short rationale - none at all. Those who know me personally understand that I relish an opportunity to have my mind changed...on an entire spectrum of knowledge and experience. If someone changes my mind, then I've learned something and learning is extremely important to me. I take exception, however, to anyone who claims to be long and then, only because they're objective, mind you, they decide to dump all over MNKD or Afrezza or TS. If one claims to be balanced and objective, then they should be balanced and objective. A few weeks ago, tigiron and I had a running discussion about how samples may have affected the sudden and massive reduction in -lins. I proposed a theory, one that was falsifiable, and when it was falsified (based upon my proposed falsification requirements), I dumped that theory and went back to my original - the data difference was "probably" just a data discrepancy or adjustment and not related to samples. I guess I'm just looking for upfront discussions - be they negative or positive - instead of what we see from pretend longs => "Hey, I'm long, but this stock sucks and I'll never get my money back because half the patients will keel over from lung cancer...but trust me, I'm long because I say so." |
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Post by jpg on Apr 27, 2015 17:30:21 GMT -5
Me-- is this your crusade? White whale? Why don't we just burn davinci' posts? Maybe mine too since I use subtle words that make people lose hope. I don't see you comment on irrational pumpers. Where were you in the "buying more" thread? Could have saved people 5% with your brilliant, unbiased interpretations. Davinci starts fair topic- called disingenuous, liar, and a stealth short. Real nice.. hank, You seem to specialize in these types of comments? Out of the blue you show up and attack other posters? You and davinci almost seem like a tag team on down days? Are you guys friends? Why the need to protect him so much? Guys who attack like you do aren't usually the protective types? If I didn't know any better you seem to be the enforcer to Davinci's soft bashing? You want us all to play nice and be polite while you are... read your posts. |
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Post by Deleted on Apr 27, 2015 18:01:19 GMT -5
Chiming in here, as I can actually offer some meaningful insight for a change; speaking as a migraine sufferer, I would be ecstatic to have at my disposal a quick acting migraine remedy. And I am, undoubtedly, not alone in that sentiment. Thanks. Would you be willing to pay a premium for it? That is, double or triple the cost of current treatment that takes 30 mins vs the more expensive inhaled version that takes a minute? Please accept that while I understand that question might sound dumb at first, I'm taking into consideration that people always commit to spending their money right up to the time comes to actually spend their money. So I'm exploring the question and appreciate your response. |
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Post by suebeeee1 on Apr 27, 2015 18:03:16 GMT -5
Ok...as someone who suffers from severe, chronic pain, I would pay whatever was reasonable to have the ability to get rid of the pain flareups or reduce them to a tolerable level. Yes, I have meds that cover the pain most of the time. So, the pain market would not be the same as the diabetes market, for example.
But, as our population ages, and 70 year olds are more active, pain control, especially for acute pain, will become more and more valuable. AND, if the rumor floating around that an inhaled pain med could also be non-addictive, the use of technospere to quickly relieve pain would be invaluable.
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Post by Deleted on Apr 27, 2015 18:04:44 GMT -5
Me-- is this your crusade? White whale? Why don't we just burn davinci' posts? Maybe mine too since I use subtle words that make people lose hope. I don't see you comment on irrational pumpers. Where were you in the "buying more" thread? Could have saved people 5% with your brilliant, unbiased interpretations. Davinci starts fair topic- called disingenuous, liar, and a stealth short. Real nice.. Back to OT- this was a thread few months ago. Werent a lot of answers for what davinci is really asking- what actual meds would use this tech? I suffered migraines. And yeah I would still say "that cost how much?". It would be very helpful in nausea. Irrelevant for pain in my book- as others have added- sublingual tabs, dermal patches, sprays, shots all very fast acting. I would not want them putting money in pain- (subtle enough).. Funny story- turns out my migraines were due to an aneurysm- which eventually ruptured. So yeah- get that checked out every few years migraine sufferers. On the plus side- no more migraines. I imagine baba and "me" will argue I own an MRI business. CARA has very interesting candidate that could revolutionize pain meds. But inhalable is not in trials. IV, then oral. So at least 3 yrs out if they are. Vaccines are where I would like to see them focus. Manufacturing and transportation superiority. But, as original original thread seemed to conclude, TS won't be story for at least a year. And, as long as I am, one of the reasons I will wait to buy more. Thanks for recognizing my thoughts as a fair topic as well as your answer. The productive answers on this thread is what I was after. Some interesting directions to go toward for more reading. thx! |
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Post by mannmade on Apr 27, 2015 18:06:28 GMT -5
I am not sure if there are two pain meds being explored by Mannkind but as I recall they do have a relationship with a company Torrey Pines to develop a non addictive pain med that you also cannot OD on. Now that would be bigger than anything on the market as you could eliminate so many other drugs currently in use. However, as I said I am not sure if we are speaking of the same pain med.
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Post by mnholdem on Apr 27, 2015 18:23:17 GMT -5
I emailed Torrey Pines today to ask if the move to Cara Therapeutics means they no longer have an agreement with MannKind. I'll post if I get a reply...
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