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Post by dreamboatcruise on Mar 17, 2017 19:10:46 GMT -5
Do you think Receptor would have parted with a $1 million milestone payment if they were abandoning development? That wouldn't make sense. If the leaked investor sheet was legitimate, then RLS is also planning on manufacturing in Canada, close to the Northwest region of the USA and California. I'm thinking there will be much less competition in the medical marijuana space than there will be in recreational pot, so the appointment of Jeff Sessions as attorney general would not have as drastic an impact on RLS as it would on US-based weed farms. Still, it probably comes down to financial backing that will determine the pace at which RLS develops their pipeline (no pun intended). Projects are delayed or canceled all the time. Circumstances change, so what makes sense at one point in time often doesn't make sense later on. They got into this deal well before the sea change of Attorney General Sessions. I can easily imagine that a first milestone with a very small amount of money might have been something that MNKD could do on their own and thus RLS couldn't delay. Often joint development agreement like this leave room for the sponsoring company to delay, sometimes indefinitely. The future milestones could well be like this. It's pure speculation on my part that this might be happening. I don't know all the in and outs of roadblocks to cannabis prescription drug development in the US, but I'm not making up the notion that the US has not had the regulatory environment that would make that easy... and now it appears the status quo is the best that could be expected and backtracking is possible. |
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Post by sayhey24 on Mar 17, 2017 19:25:16 GMT -5
I'd be concerned to be an investor knowing that Feds may well be hostile to marijuana for 4... or possibly even 8 years. Perhaps you wouldn't as an investor. GWPH is not based in US. I in fact invested early in GWPH and still hold shares. Just wish I had invested the large amount I did in MNKD in GWPH and vice versa. Being in CA, and having contacts within the entrepreneur/VC community. I certainly have seen a change in attitude about the cannabis industry. There is still some interest, but it is not the same sort of wide eyed lust that some were previously exhibiting as they thought decriminalization and drug schedule reclassification was inevitable. The couple of presentation slides I've seen for RLS didn't talk about specific formulation as an FDA target. Where are you getting your information that it is mostly CBD with small amount of TCH? Do you have some source of info directly from RLS? There may well be some sound reason to do that. Just trying to distinguish educated guesses from actual hard facts you have about RLS. This is exactly what I was thinking. Do we know for fact what exactly RLS is developing or is this all speculation? My guess is we have very few hard facts. I don't think its speculation I was going off the RLS target list Matt put out last year. How many of the targets they can hit is anyone's guess but I would think they would be going after the GWPH epilepsy target first. Matt's list was not a presentation slide like a ppt. It was a single sheet white paper and I think it was on the Facebook site as a pdf. All the smart people in the know about CBD/TCH formulations tell me each of the targets on Matt's list will take a different ratio. I don't know much about these formulations but I have no reason to doubt them. They also tell me it will take a lot of trial and error and the approach would be to introduce a formulation and then perfect it over time and introduce a new and improved version later. This raises the question how GWPH can compete against technosphere dosing. I think it will be very difficult for them to get FDA approval if RLS gets there first. How much more do you think they should tell you? They are busy. Next to Al they have the smartest person from MNKD working there. The big nut would have been proving the cannabidiol and Dronabinol molecules which both would be considered small molecules at 314.469 g/mol actually work with technosphere which was developed for large molecules. That would be step 1 as without proving this there would be no path forward. The next step would be a design to have a way to mix the dried molecules and evenly distribute them in a cartridge. Since I suspect the initial molecular work could have been accomplished with standards that was probably done time and materials prior to the partnership announcement. Now, they would need a good amount of powder to test the inhalation mix and would need the extraction plant. That I would think would be on RLS and step 2. Just a guess but being able to mix and shove the two powders in a cartridge would be step 3 and on MNKD and sounds like $1m. bonus. |
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Post by mnkdfann on Mar 17, 2017 20:26:41 GMT -5
How much more do you think they should tell you? They are busy. Next to Al they have the smartest person from MNKD working there. This is the same company that (IIRC) proved incapable of trademarking its own name, right?  |
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Post by sayhey24 on Mar 18, 2017 6:14:09 GMT -5
How much more do you think they should tell you? They are busy. Next to Al they have the smartest person from MNKD working there. This is the same company that (IIRC) proved incapable of trademarking its own name, right? I am not sure I would sell short a company who has a guy who figured out how to get people to pay $10 for a cup of coffee and doughnut heading up their marketing. |
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Post by dreamboatcruise on Mar 19, 2017 14:36:43 GMT -5
This is exactly what I was thinking. Do we know for fact what exactly RLS is developing or is this all speculation? My guess is we have very few hard facts. I don't think its speculation I was going off the RLS target list Matt put out last year. How many of the targets they can hit is anyone's guess but I would think they would be going after the GWPH epilepsy target first. Matt's list was not a presentation slide like a ppt. It was a single sheet white paper and I think it was on the Facebook site as a pdf. All the smart people in the know about CBD/TCH formulations tell me each of the targets on Matt's list will take a different ratio. I don't know much about these formulations but I have no reason to doubt them. They also tell me it will take a lot of trial and error and the approach would be to introduce a formulation and then perfect it over time and introduce a new and improved version later. This raises the question how GWPH can compete against technosphere dosing. I think it will be very difficult for them to get FDA approval if RLS gets there first. How much more do you think they should tell you? They are busy. Next to Al they have the smartest person from MNKD working there. The big nut would have been proving the cannabidiol and Dronabinol molecules which both would be considered small molecules at 314.469 g/mol actually work with technosphere which was developed for large molecules. That would be step 1 as without proving this there would be no path forward. The next step would be a design to have a way to mix the dried molecules and evenly distribute them in a cartridge. Since I suspect the initial molecular work could have been accomplished with standards that was probably done time and materials prior to the partnership announcement. Now, they would need a good amount of powder to test the inhalation mix and would need the extraction plant. That I would think would be on RLS and step 2. Just a guess but being able to mix and shove the two powders in a cartridge would be step 3 and on MNKD and sounds like $1m. bonus. Matt, CEO of Mannkind, put out a list of the APIs RLS is developing? I have not seen this "white paper". Does someone have a copy of this? GWPH is far ahead of RLS, but if FDA approves any cannabis based drugs there isn't a reason they wouldn't approve more than one as they do for any other class of drugs. |
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Post by peppy on Mar 19, 2017 15:10:44 GMT -5
quote: Matt, CEO of Mannkind, put out a list of the APIs RLS is developing? I have not seen this "white paper". Does someone have a copy of this?
Reply:
dreamboat, sayhey and flacon:
no he did not.
you know I am here ad nauseam.
I have a copy of the RLS opportunity, copyrighted material that no one can see.
Mannkind partnership listed on it. Drops, tabs and pods with the dreamboat pictured.
Additionally there are copies of the slide shows from Mannkind in resources.
I would have taken a snapshot, had this been posted/talked about. I would have smeared it over the threads until taken down by the powers that be, because that is my MO. ( You all know it.) Do you see I just hit 4001 posts? yikes.
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Post by derek2 on Mar 19, 2017 15:51:58 GMT -5
quote: Matt, CEO of Mannkind, put out a list of the APIs RLS is developing? I have not seen this "white paper". Does someone have a copy of this?
Reply:
dreamboat, sayhey and flacon:
no he did not.
you know I am here ad nauseam.
I have a copy of the RLS opportunity, copyrighted material that no one can see.
Mannkind partnership listed on it. Drops, tabs and pods with the dreamboat pictured.
Additionally there are copies of the slide shows from Mannkind in resources.
I would have taken a snapshot, had this been posted/talked about. I would have smeared it over the threads until taken down by the powers that be, because that is my MO. ( You all know it.) Do you see I just hit 4001 posts? yikes.
Posting to confirm Peppy's comments. CBD / THC Drops to be developed first for recreational use. Technosphere-based for precise medical dosing. |
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Post by peppy on Mar 19, 2017 15:54:33 GMT -5
quote: Matt, CEO of Mannkind, put out a list of the APIs RLS is developing? I have not seen this "white paper". Does someone have a copy of this?
Reply:
dreamboat, sayhey and flacon:
no he did not.
you know I am here ad nauseam.
I have a copy of the RLS opportunity, copyrighted material that no one can see.
Mannkind partnership listed on it. Drops, tabs and pods with the dreamboat pictured.
Additionally there are copies of the slide shows from Mannkind in resources.
I would have taken a snapshot, had this been posted/talked about. I would have smeared it over the threads until taken down by the powers that be, because that is my MO. ( You all know it.) Do you see I just hit 4001 posts? yikes.
Posting to confirm Peppy's comments. CBD / THC Drops to be developed first for recreational use. Technosphere-based for precise medical dosing. Where did matt say that? |
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Post by derek2 on Mar 19, 2017 16:12:19 GMT -5
Matt never said that. It was on the PDF that was available on Receptor's servers for a while.
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Post by sayhey24 on Mar 20, 2017 17:37:27 GMT -5
I don't think its speculation I was going off the RLS target list Matt put out last year. How many of the targets they can hit is anyone's guess but I would think they would be going after the GWPH epilepsy target first. Matt's list was not a presentation slide like a ppt. It was a single sheet white paper and I think it was on the Facebook site as a pdf. All the smart people in the know about CBD/TCH formulations tell me each of the targets on Matt's list will take a different ratio. I don't know much about these formulations but I have no reason to doubt them. They also tell me it will take a lot of trial and error and the approach would be to introduce a formulation and then perfect it over time and introduce a new and improved version later. This raises the question how GWPH can compete against technosphere dosing. I think it will be very difficult for them to get FDA approval if RLS gets there first. How much more do you think they should tell you? They are busy. Next to Al they have the smartest person from MNKD working there. The big nut would have been proving the cannabidiol and Dronabinol molecules which both would be considered small molecules at 314.469 g/mol actually work with technosphere which was developed for large molecules. That would be step 1 as without proving this there would be no path forward. The next step would be a design to have a way to mix the dried molecules and evenly distribute them in a cartridge. Since I suspect the initial molecular work could have been accomplished with standards that was probably done time and materials prior to the partnership announcement. Now, they would need a good amount of powder to test the inhalation mix and would need the extraction plant. That I would think would be on RLS and step 2. Just a guess but being able to mix and shove the two powders in a cartridge would be step 3 and on MNKD and sounds like $1m. bonus. Matt, CEO of Mannkind, put out a list of the APIs RLS is developing? I have not seen this "white paper". Does someone have a copy of this? GWPH is far ahead of RLS, but if FDA approves any cannabis based drugs there isn't a reason they wouldn't approve more than one as they do for any other class of drugs. Mannkind does on their website - here you go Technosphere technology is to be used as a vehicle to deliver regulated doses of a proprietary compound to treat a variety of medical conditions, including chronic pain, spasticity and inflammatory diseases such as rheumatoid arthritis. Technosphere’s value proposition is the immediate delivery of a consistent and precise dosage of the prescribed amount of an active therapeutic compound, while reducing unwanted side effects. www.mannkindcorp.com/Collateral/Documents/English-US/TS%20licensing%20FAQ.pdfIMO, the RLS plan is to go head to head with GWPH and IMO GWPH has dosing issues. "Sativex, via an oromucosal pump spray, has proved to be well tolerated and successfully self-administered and self-titrated in both healthy volunteers and patient cohorts. Clinical assessment of this combined cannabinoid medicine has demonstrated efficacy in patients with intractable pain (chronic neuropathic pain, pain due to brachial plexus nerve injury, allodynic peripheral neuropathic pain, and advanced cancer pain), rheumatoid arthritis and MS (bladder problems, spasticity and central pain), with no significant intoxication-like symptoms, tolerance or withdrawal syndrome (Perez 2006)." www.ncbi.nlm.nih.gov/pmc/articles/PMC2626929/ |
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Post by golfeveryday on Mar 20, 2017 18:01:00 GMT -5
This is the same company that (IIRC) proved incapable of trademarking its own name, right? I am not sure I would sell short a company who has a guy who figured out how to get people to pay $10 for a cup of coffee and doughnut heading up their marketing. Big time agree |
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Post by peppy on Mar 20, 2017 18:14:09 GMT -5
Matt, CEO of Mannkind, put out a list of the APIs RLS is developing? I have not seen this "white paper". Does someone have a copy of this? GWPH is far ahead of RLS, but if FDA approves any cannabis based drugs there isn't a reason they wouldn't approve more than one as they do for any other class of drugs. Mannkind does on their website - here you go Technosphere technology is to be used as a vehicle to deliver regulated doses of a proprietary compound to treat a variety of medical conditions, including chronic pain, spasticity and inflammatory diseases such as rheumatoid arthritis. Technosphere’s value proposition is the immediate delivery of a consistent and precise dosage of the prescribed amount of an active therapeutic compound, while reducing unwanted side effects. www.mannkindcorp.com/Collateral/Documents/English-US/TS%20licensing%20FAQ.pdfIMO, the RLS plan is to go head to head with GWPH and IMO GWPH has dosing issues. "Sativex, via an oromucosal pump spray, has proved to be well tolerated and successfully self-administered and self-titrated in both healthy volunteers and patient cohorts. Clinical assessment of this combined cannabinoid medicine has demonstrated efficacy in patients with intractable pain (chronic neuropathic pain, pain due to brachial plexus nerve injury, allodynic peripheral neuropathic pain, and advanced cancer pain), rheumatoid arthritis and MS (bladder problems, spasticity and central pain), with no significant intoxication-like symptoms, tolerance or withdrawal syndrome (Perez 2006)." www.ncbi.nlm.nih.gov/pmc/articles/PMC2626929/wow. heysay, you found it! sweet. Nice work. Great memory.
inflammatory diseases such as rheumatoid arthritis.
"CBD definitely blocks the inflammation with clinical score. at 5mg/kg in clinical score."
Cannabinoid System in Neuroprotection, Raphael Mechoulam,PhD
www.youtube.com/watch?v=ZI2VT2kOfnM work done in Israel. www.screencast.com/t/4zpsWatIJ
(I get the Matt said now.) I hope RLS is going after GWPH. GWPH $122.47 $eps -3.26 shares 302 million
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Post by sayhey24 on Mar 20, 2017 19:20:51 GMT -5
Mannkind does on their website - here you go Technosphere technology is to be used as a vehicle to deliver regulated doses of a proprietary compound to treat a variety of medical conditions, including chronic pain, spasticity and inflammatory diseases such as rheumatoid arthritis. Technosphere’s value proposition is the immediate delivery of a consistent and precise dosage of the prescribed amount of an active therapeutic compound, while reducing unwanted side effects. www.mannkindcorp.com/Collateral/Documents/English-US/TS%20licensing%20FAQ.pdfIMO, the RLS plan is to go head to head with GWPH and IMO GWPH has dosing issues. "Sativex, via an oromucosal pump spray, has proved to be well tolerated and successfully self-administered and self-titrated in both healthy volunteers and patient cohorts. Clinical assessment of this combined cannabinoid medicine has demonstrated efficacy in patients with intractable pain (chronic neuropathic pain, pain due to brachial plexus nerve injury, allodynic peripheral neuropathic pain, and advanced cancer pain), rheumatoid arthritis and MS (bladder problems, spasticity and central pain), with no significant intoxication-like symptoms, tolerance or withdrawal syndrome (Perez 2006)." www.ncbi.nlm.nih.gov/pmc/articles/PMC2626929/wow. heysay, you found it! sweet. Nice work. Great memory.
inflammatory diseases such as rheumatoid arthritis.
"CBD definitely blocks the inflammation with clinical score. at 5mg/kg in clinical score."
Cannabinoid System in Neuroprotection, Raphael Mechoulam,PhD
www.youtube.com/watch?v=ZI2VT2kOfnM work done in Israel. www.screencast.com/t/4zpsWatIJ
(I get the Matt said now.) I hope RLS is going after GWPH. GWPH $122.47 $eps -3.26 shares 302 million
Peppy I said I would try. Now whats wrong with this picture? We have a partnership with a company who only needs to copy GWPH's formulatons and put it in an FDA approved inhalation system. It looks like the heavy lifting is done and it works with FDPK and they can evenly mix it in the cartridge. You say GWPH today is $122 with 302million shares. What does Mannkind have 95m? In addition MNKD has the greatest advance in diabetes since Dr Banting and Dr. Best in 1922 which is already FDA approved. And we have one of the highest shorted stock on the market with a company that has enough cash to probably get them to a few more deals. Whats wrong with this picture? |
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Post by peppy on Mar 20, 2017 20:10:14 GMT -5
I think Big Pharma namely Sanofi, Pfizer, Novo Nordisk, Eli Lilly are trying to wipe out competition in the dog eat dog business world. Our titration issues, no insurance coverage initially, did not help. Titration for fast acting is however even more difficult and has to be learned. Shorters jumped on.
Then again, I also think healthcare is threatened and installment payments for health care are going up in part, to pay out less social security and Medicare. I see corruption in general.
What do you think? Sayhey and all?
(I am old. I saw Martin Luther King, JFK, Ollie North, and two/three Bush's etc. Spent my day watching C-span 3)
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Post by dreamboatcruise on Mar 20, 2017 20:26:00 GMT -5
Peppy I said I would try. Now whats wrong with this picture? We have a partnership with a company who only needs to copy GWPH's formulatons and put it in an FDA approved inhalation system. It looks like the heavy lifting is done and it works with FDPK and they can evenly mix it in the cartridge. You say GWPH today is $122 with 302million shares. What does Mannkind have 95m? In addition MNKD has the greatest advance in diabetes since Dr Banting and Dr. Best in 1922 which is already FDA approved. And we have one of the highest shorted stock on the market with a company that has enough cash to probably get them to a few more deals. Whats wrong with this picture? Whether it is "probable" or merely "possible" that they do other deals that bring cash in time, it is the possibility of running out of money that is the big thing wrong with the picture. If the cash flow risk is resolved, the share price will surely rebound sharply. |
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