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Post by hellodolly on Mar 31, 2022 8:10:31 GMT -5
This is great news, and I agree, on a global scale, this could easily be bigger than Afrezza, as both mature. The key here is controlled and consistent dose amounts and levels of concentration. Extracting CBD from plants leads to harmonization/hydrogenization of concentrations - a messy and imperfect process. What RLS is doing is learning from nature, but applying science to effect a more predictable outcome, every time. Also, does anyone recall a possibility for a MNKD equity stake in RLS through a convertible loan or something? I agree with the milestones, royalties and likelihood of a manufacturing agreement. Can you see UTHR taking a stake in RLS? That would be setting the table!!!
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Post by boca1girl on Mar 31, 2022 8:12:52 GMT -5
This is great news, and I agree, on a global scale, this could easily be bigger than Afrezza, as both mature. The key here is controlled and consistent dose amounts and levels of concentration. Extracting CBD from plants leads to harmonization/hydrogenization of concentrations - a messy and imperfect process. What RLS is doing is learning from nature, but applying science to effect a more predictable outcome, every time. Also, does anyone recall a possibility for a MNKD equity stake in RLS through a convertible loan or something? I agree with the milestones, royalties and likelihood of a manufacturing agreement. I don’t remember anything about an equity stake in RLS. Matt repeatedly distanced MNKD from RLS “ownership”.
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Post by uvula on Mar 31, 2022 8:24:01 GMT -5
5 years ago this board was filled with posts about how afrezza will be the biggest drug ever.
Now, whenever we get news about a potential technosphere drug, people immediately say that the new drug has the potential of being even bigger than afrezza. It is meant to sound positive but in reality it is just giving up on afrezza.
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Post by peppy on Mar 31, 2022 8:28:02 GMT -5
5 years ago this board was filled with posts about how afrezza will be the biggest drug ever. Now, whenever we get news about a potential technosphere drug, people immediately say that the new drug has the potential of being even bigger than afrezza. It is meant to sound positive but in reality it is just giving up on afrezza. Afrezza is a battle with insurers. 30 mins peak, 90 min baseline for a 4 unit cartridge. The best acting meal time insulin there is. Trept promises insurance coverage. Any technosphere drug that is over the counter, a winner. It is about availability and choice.
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Post by sayhey24 on Mar 31, 2022 8:56:15 GMT -5
5 years ago this board was filled with posts about how afrezza will be the biggest drug ever. Now, whenever we get news about a potential technosphere drug, people immediately say that the new drug has the potential of being even bigger than afrezza. It is meant to sound positive but in reality it is just giving up on afrezza. I think we are still saying Al Mann said afrezza would be the greatest selling drug of all time. Over time Al was usually right. I am hoping Mike has finally figured out how to sell it but I keep saying he needs its along with CGMs in the SoC and since the ADA is not going to do that he needs to make his own SoC with the AACE or someone else. I have always liked the RLS potential and now with Kevin Johnson retiring from Starbucks maybe he can give RLS a boost.
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Post by markado on Mar 31, 2022 10:20:53 GMT -5
5 years ago this board was filled with posts about how afrezza will be the biggest drug ever. Now, whenever we get news about a potential technosphere drug, people immediately say that the new drug has the potential of being even bigger than afrezza. It is meant to sound positive but in reality it is just giving up on afrezza. Afrezza is a battle with insurers. 30 mins peak, 90 min baseline for a 4 unit cartridge. The best acting meal time insulin there is. Trept promises insurance coverage. Any technosphere drug that is over the counter, a winner. It is about availability and choice. Agree on all points, Peppy. And, by no means am I giving up on Afrezza, nor MNKD, for that matter. MNKD's platform is proving to deliver pharmaceuticals more effectively, with less peripheral interaction with the body, than ingestible and injectables. Less medicine for the same or better benefits is the definition of efficacy and superiority. Let's not overlook the references RLS makes to epidiolex, bioavailability and CBD metabolites found after epidiolex dosing, but not with their compound and delivery. Very interesting.
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Post by peppy on Mar 31, 2022 10:29:13 GMT -5
Afrezza is a battle with insurers. 30 mins peak, 90 min baseline for a 4 unit cartridge. The best acting meal time insulin there is. Trept promises insurance coverage. Any technosphere drug that is over the counter, a winner. It is about availability and choice. Agree on all points, Peppy. And, by no means am I giving up on Afrezza, nor MNKD, for that matter. MNKD's platform is proving to deliver pharmaceuticals more effectively, with less peripheral interaction with the body, than ingestible and injectables. Less medicine for the same or better benefits is the definition of efficacy and superiority. Let's not overlook the references RLS makes to epidiolex, bioavailability and CBD metabolites found after epidiolex dosing, but not with their compound and delivery. Very interesting. Going into fantasy land... If the non invasive continuous glucose monitors were to come out, Afrezza which is regular insulin, over the counter..... the sky. Back here on earth... Big Pharma in control. Never know, it used to be, a little bit of weed, was a lock up and throw away the key offense. So perhaps one day, people will be able to bring down their mealtime insulin spike with real time insulin.
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Post by LongMNKD on Mar 31, 2022 10:30:36 GMT -5
Whats a realistic time frame for a drug like this to make it to market? 3 years?
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Post by mango on Mar 31, 2022 10:36:38 GMT -5
Whats a realistic time frame for a drug like this to make it to market? 3 years? I believe they are pursuing the 505 b 2 pathway. Same pathway TreT took, I believe. "the purpose of 505(b)(2) pathway is to avoid unnecessary duplication of research for the approval of a clinically significant improvement to a previously approved drug by allowing for the use of data not developed by the NDA applicant. 505(b)(2) submissions can be advantageous because they can often lead to a faster route to approval when compared to traditional development pathways such as 505(b)(1) NDA, while creating new, differentiated products with commercial value" www.nuventra.com/resources/blog/what-is-505b2/
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Post by ryster505 on Mar 31, 2022 18:10:36 GMT -5
It’s a nice feeling to think that comparing RLS Technosphere CBD to Epidolex, which the parent company (GW Pharma) was acquired for $7,000,000,000.00 last year solely for Epidolex….Bring it on!
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Post by markado on Mar 31, 2022 20:18:33 GMT -5
It’s a nice feeling to think that comparing RLS Technosphere CBD to Epidolex, which the parent company (GW Pharma) was acquired for $7,000,000,000.00 last year solely for Epidolex….Bring it on! It is no mistake, the direct comparisons they make regarding improved bioavailability and fewer first pass metabolites. They're basically saying they can do better than Epidiolex at CBD delivery. Maybe, eventually, they'll do a head to head addressing the same disease state / indication.
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Post by Clement on Sept 7, 2022 8:16:07 GMT -5
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