mnkdnyc
Lab Rat
Posts: 48
Sentiment: Long
|
Post by mnkdnyc on Oct 16, 2015 10:38:09 GMT -5
|
|
|
|
Post by jpg on Oct 16, 2015 10:43:28 GMT -5
On the contrary. The more the better (to a certain point obviously). This type of development is good for us. Seeing credible players like 3M show interest in this field is great. |
|
|
|
Post by babaoriley on Oct 16, 2015 10:44:34 GMT -5
We've got the tech to get stuff into the lungs, that's a whole different ballpark, getting to the brain and the central nervous system. But, it certainly is potential competition in delivery of certain meds, thanks for posting. It's interesting the size of the companies that are involved in novel deliveries, compared to little ole us.
Tell me you're not a Mets fan.
|
|
mnkdnyc
Lab Rat
Posts: 48
Sentiment: Long
|
Post by mnkdnyc on Oct 16, 2015 11:08:14 GMT -5
Huge Mets fan. Being from queens you have to be.
|
|
|
|
Post by Chris-C on Oct 16, 2015 11:40:56 GMT -5
Interesting development, but curious thread title. According to my read, these are nasal formulations administered through the sinuses, which are an entirely different route of administration than inhaled agents delivered through the alveoli of the lungs. Accelerated commercialization is an interesting "corporate speak" phrase. No one accelerates the FDA very much. Otherwise, my conclusions: Interesting development, several (at least) years away from approval and launch (like Technosphere for other conditions), and perhaps more challenging from a safety standpoint. Time will tell. One thing that Technosphere has going for it is lots of experience, growing safety data, and an approved clinical application. Would be nice to have 3M in our camp though. Thanks for sharing. Chris C |
|
|
|
Post by centralcoastinvestor on Oct 16, 2015 12:05:54 GMT -5
Interesting development, but curious thread title. According to my read, these are nasal formulations administered through the sinuses, which are an entirely different route of administration than inhaled agents delivered through the alveoli of the lungs. Accelerated commercialization is an interesting "corporate speak" phrase. No one accelerates the FDA very much. Otherwise, my conclusions: Interesting development, several (at least) years away from approval and launch (like Technosphere for other conditions), and perhaps more challenging from a safety standpoint. Time will tell. One thing that Technosphere has going for it is lots of experience, growing safety data, and an approved clinical application. Would be nice to have 3M in our camp though. Thanks for sharing. Chris C We have little ole Sanofi in our camp. Wait a minute, are they little?  |
|
|
|
Post by stevil on Oct 16, 2015 14:21:41 GMT -5
What OP is saying, if he thinks about it, is one pharma company freaking out because another pharma company is releasing a new tablet of medication. The market is so huge that it will be several years or decades before competition starts to matter as it pertains to inhalants. Either a sizeable or the entire market shifts over to inhaled medicines, or it stays a niche product. Either way, MNKD will not be affected negatively in the near term.
Agree with jpg here. Any exposure to inhaled medicine right now is favorable to MNKD. We WANT Drs to start thinking this way. Then, once we gain momentum, we won't want any more competition. But we need it right now to get the ball rolling...
|
|
|
|
Post by jpg on Oct 16, 2015 17:04:54 GMT -5
What OP is saying, if he thinks about it, is one pharma company freaking out because another pharma company is releasing a new tablet of medication. The market is so huge that it will be several years or decades before competition starts to matter as it pertains to inhalants. Either a sizeable or the entire market shifts over to inhaled medicines, or it stays a niche product. Either way, MNKD will not be affected negatively in the near term. Agree with jpg here. Any exposure to inhaled medicine right now is favorable to MNKD. We WANT Drs to start thinking this way. Then, once we gain momentum, we won't want any more competition. But we need it right now to get the ball rolling... Who is OP? |
|
|
|
Post by stevil on Oct 16, 2015 17:20:02 GMT -5
Original poster.
|
|
|
|
Post by rrtzmd on Oct 16, 2015 20:23:55 GMT -5
Did you read any of it? It was actually pretty funny. Although they never say it exactly, they imply that they can bypass the blood-brain barrier by accessing the exposed olfactory neurons at the top of the nasal cavity with this "sophisticated" device of theirs. But the only thing "special" appears to be that the device uses a gas cartridge -- similar to what's used in a pellet gun -- to impel the spray with added force. They claim that this forces the drug into the mucous coating the exposed neurons and that the neurons absorb the drug and transport it on into the brain. Unfortunately, although the idea behind the method has been discussed in the past, there is no good evidence to suggest that neurons can uptake and deliver drugs -- at least not in quantities sufficient to achieve therapeutic concentrations. However, the founders of the company did offer an abstract comparing their device's delivery to nose drop delivery of morphine in Sprague-Dawley rats. Of course, if you can imagine trying to apply nose drops to a rat, you'd have to wonder whether "operator error" may have had a role in achieving "significant" results. And that is basically all they have so far -- no human studies actually using a drug. But I'd almost be willing to bet that if you keep an eye out, you'll see their IPO coming to a broker near you. |
|
|
|
Post by me on Oct 16, 2015 21:47:33 GMT -5
What OP is saying, if he thinks about it, is one pharma company freaking out because another pharma company is releasing a new tablet of medication. The market is so huge that it will be several years or decades before competition starts to matter as it pertains to inhalants. Either a sizeable or the entire market shifts over to inhaled medicines, or it stays a niche product. Either way, MNKD will not be affected negatively in the near term. Agree with jpg here. Any exposure to inhaled medicine right now is favorable to MNKD. We WANT Drs to start thinking this way. Then, once we gain momentum, we won't want any more competition. But we need it right now to get the ball rolling... Who is OP? I see what you did there  |
|
