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Post by mssciguy on Oct 16, 2015 7:47:45 GMT -5
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Post by esstan2001 on Oct 16, 2015 8:21:12 GMT -5
Great find mssc. Reading this article, you really begin to understand the unrecognized value built into FDKP and this whole platform technology. Seeing that MNKD has taken every step along the way to legally protect every important aspect the technology developed tends to reinforce this value proposition. |
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Post by longinvstr on Oct 16, 2015 11:08:01 GMT -5
Great stuff, thank you. Should be required reading for all MNKD longs The technosphere development process and preparation for its approval (voluntary, 2 yr. FDKP tox study, etc) describes a company that is very forward thinking, patient, and competent in un-navigated seas. I much better appreciate that there is a whole lot more here than Afrezza. It also adds to my confidence RE: balance sheet as I have to imagine the phone is ringing with interested parties curious about how their API may work with technosphere delivery. I regret that they did not include a picture of the mini-dreamboats used on the rats;-) |
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Post by mnholdem on Oct 16, 2015 11:44:59 GMT -5
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Post by peppy on Oct 16, 2015 11:47:45 GMT -5
Great stuff, thank you. Should be required reading for all MNKD longs The technosphere development process and preparation for its approval (voluntary, 2 yr. FDKP tox study, etc) describes a company that is very forward thinking, patient, and competent in un-navigated seas. I much better appreciate that there is a whole lot more here than Afrezza. It also adds to my confidence RE: balance sheet as I have to imagine the phone is ringing with interested parties curious about how their API may work with technosphere delivery. I regret that they did not include a picture of the mini-dreamboats used on the rats;-) intubated? |
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Post by mssciguy on Oct 16, 2015 11:51:43 GMT -5
...and all this time I thought that they just used really BIG rats.    dogs and mice too prntscr.com/8s049uI truly hope that one day soon Mannkind has an open house. For retail investors, not just analysts. Would love to see the exhibits and stuff on the walls.  |
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Post by mnholdem on Oct 16, 2015 13:56:18 GMT -5
Not only is Paulson's piece excellent, but he also includes a complete reprint of MannKind Director of Pharmaceutical Research Kelly Kraft's presentation of the Technosphere platform. I've save the ipqpubs pdf to my library.
Thank you very much for finding and posting this.
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Post by tayl5 on Oct 16, 2015 14:38:31 GMT -5
Great stuff, thank you. Should be required reading for all MNKD longs I say even better for shorts. The fast migraine pain relief time is compelling. |
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Post by mssciguy on Oct 16, 2015 14:52:14 GMT -5
Not only is Paulson's piece excellent, but he also includes a complete reprint of MannKind Director of Pharmaceutical Research Kelly Kraft's presentation of the Technosphere platform. I've save the ipqpubs pdf to my library. Thank you very much for finding and posting this. did you see the (maybe irrelevant) discussion about contaminated polysorbate 80? Liquid formulations are problematic- unstable and multiple interactions with containers and closures (and excipients). This is a "hot" regulatory area... much more to this but it's specialized. Afrezza and other Technosphere formulations are extremely well-engineered, and omit many of the steps and conditions that can compromise product quality. Liquid insulins have quite a few "issues" from a quality standpoint over product lifetime, will leave it at that. |
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Post by longinvstr on Oct 16, 2015 17:13:25 GMT -5
...and all this time I thought that they just used really BIG rats. dogs and mice too prntscr.com/8s049uI truly hope that one day soon Mannkind has an open house. For retail investors, not just analysts. Would love to see the exhibits and stuff on the walls. >>Would love to see the exhibits and stuff on the walls.<< I'd go, if the oppty presents. Think they've commissioned a velvet, dogs around the poker table puffing on their dreamboats portrait for the conference room? |
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Post by mssciguy on Oct 16, 2015 17:39:52 GMT -5
longinvstr you've never been inside of an R&D company before?
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Post by longinvstr on Oct 17, 2015 16:00:42 GMT -5
>>Posted by mssciguy22 hours ago longinvstr you've never been inside of an R&D company before?<< Are you suggesting they would more likely have a velvet Elvis in the conference room? |
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Post by EveningOfTheDay on Oct 17, 2015 18:40:01 GMT -5
Thank you mssciguy, this was really a great find. I particularly love this part,
In paragraph 6 of Platform Technology,
"What we did not see were any adverse side effects in these patients. None of them reported any nausea, vomiting, sweating, or reduced feeling of well-being. We think that is because of the fast onset, fast offset, of GLP-1. It is not hanging around to give those side effects. At least that is our hypothesis."
And this, when talking about the OXM,
"The group that received the Technosphere-based powder had a much lower PK spike. But what was interesting from a PD standpoint was that even out to four hours after administration, the group that received the 30% Technosphere power were still not taking in as much food. It was a very interesting PD effect that we did not expect to see and do not really understand but would like to look into."
And finally this about the opioid research,
"We made a Technosphere powder out of the peptides that they gave us, and administered it to mice compared to a morphine injected control group. Again we saw the fast onset of action. Within three to five minutes after administration these mice had 100% pain relief compared to those receiving injected morphine, where the peak pain relief occurred about 40 minutes after the dose."
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Post by babaoriley on Oct 18, 2015 0:07:13 GMT -5
It's all part of the "embarrassment of (hidden) riches."
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Post by EveningOfTheDay on Oct 18, 2015 3:01:49 GMT -5
Well Baba, I guess it would not be totally unfair to accuse management of being unespacifically vague. I am unconvinced they did not expect things to take as much time as they seem to be taken. I am sure they were hoping for the best, just like us longs, but many of their actions seem to point towards the possibility that Afrezza's uptake would take time. Same goes for introduction in other counties, etc. Yet I still think Matt was being as honest as he could afford to be when he made that comment, so don't be too hard on him.
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