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PAH
Aug 16, 2017 18:41:32 GMT -5
lakon likes this
Post by peppy on Aug 16, 2017 18:41:32 GMT -5
Mannkind's factory $168 million exceeds the market cap $124 million)....lots of room for growth : ) something about Deerfield. Oh yes, collateral.
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Post by babaoriley on Aug 16, 2017 18:56:18 GMT -5
You mean my penis releases nitric oxide? Like laughing gas? Well, that explains all the laughter ... No, actually, nitrous oxide is the laughing gas, so you'll have to look elsewhere for the explanation...
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PAH
Aug 16, 2017 19:07:38 GMT -5
Post by peppy on Aug 16, 2017 19:07:38 GMT -5
You mean my penis releases nitric oxide? Like laughing gas? Well, that explains all the laughter ... No, actually, nitrous oxide is the laughing gas, so you'll have to look elsewhere for the explanation... Multiple Roles and Benefits of Nitric Oxide
Nitric oxide is a key signaling molecule throughout the body. Produced by the endothelial cells lining the arteries, it penetrates the underlying smooth muscles and acts as a potent vasodilator that relaxes the arteries. Therefore, nitric oxide plays a critical role in blood pressure and overall circulation. It also keeps the endothelium in shape by curbing inflammation and oxidative stress.
Unfortunately, atherosclerosis, the underlying cause of heart disease and other vascular disorders, is characterized by endothelial dysfunction and a limited capacity to produce nitric oxide. It’s a vicious cycle. Diseased arteries can’t generate enough protective nitric oxide, and low nitric oxide levels set the stage for further damage, hypertension, and increased risk of cardiac events.
This explains why nitroglycerin is such an effective therapy for angina. It triggers nitric oxide production, which dilates narrowed coronary arteries, improving circulation and delivering much-needed oxygen to the heart muscle. Restoring nitric oxide availability also lowers blood pressure and helps treat erectile dysfunction. In fact, the popular erectile dysfunction drugs Viagra, Cialis, and Levitra work on nitric oxide pathways to increase blood flow to the penis and substantially improve erections
www.drwhitaker.com/boost-nitric-oxide-levels-to-improve-health
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Post by oldfishtowner on Aug 16, 2017 21:15:30 GMT -5
Mike was playing fast and loose with the numbers. The US population of PAH patients is estimated to be between 10,000 and 20,000 according to the American Thoracic Society (see: www.thoracic.org/patients/patient-resources/breathing-in-america/, chapter 17), not 250,000. Using the higher end estimate for US PAH patients and the higher end of annual prostacyclin costs you can get the $6 billion estimated annual market. 20,000 x x $300,000 = $6 billion. However, if MNKD is going after the prostacyclin market, it would be 0.45 of this or 0.45 x $6 billion = $2.7. Actually it would be much less than this because we used the high end of the estimates for both number of people in the US with PAH and the cost of the drug. A more realistic estimate would be, assuming MNKD gets 75% of the prostacyclin market, 0.75 x 0.45 x 15,000 x $170,000 = $860.6 million Not a quite a blockbuster drug in this patient population (certainly not as impressive as $6 billion), but close. Even if MNKD is expected to lower the cost of treatment as well as improve outcomes, it is still not a bad market potential for a pipeline that could quickly produce several such products. oldfishtowner Mike was talking about a global target population, while you are talking about the US target population. "It’s estimated to impact of 250,000 individuals worldwide". If your number is close to accurate, then Mike's number is very conservative. And I do not think $860.6 million sales is anywhere underwhelming. And even if Mannkind does 1/10 of it, say $80 million a year, if Mannkind can get $20 million a year of profit out of it, and you give it a 20 time PE, that alone will give you a market cap of $400 million. Remember that our market cap has been hovering around $100 million for a while. So if we can indeed generate a sale of $800 million a year and if we can get $200 million a year of profit out of it, and you give it a 20 time PE, that alone will give you a market cap of $4 billion, which will translates into a PPS of $40. You are not happy about that? How about Mike finding some partner who is willing to provide a $50 million upfront fee for a PAH partnership? Mike, let's do it. I never said the potential market was insignificant or underwhelming. What I said was that it was close to a blockbuster drug, even with the more conservative estimate. However, I may have looked at it the wrong way. I realize that the 250,000 was a worldwide number. I guess what confused me was Mike justifying the $6 billion market by saying the therapies were expensive, providing prostacyclin costs as an example; whereas my reaction was, if treatment cost so much the $6 billion seemed to be way too small a number. Also, I may have looked at market share the wrong way. I was thinking percentage of patients, when Mike probably meant percentage of market value. Looking at it as percent of the $6 billion, 45% of $6 billion is $2.7 billion which represents 13,500 patients on prostacyclin if you assume the average annual cost of treatment is $200,000. The patients on prostacyclin represent a little over 5% of those 250,000 individuals impacted by PAH. While the 250,000 was probably cited primarily to emphasize the orphan status of PAH, what led to my confusion was the much smaller target market of patients on prostacyclin that was left unstated. I agree that if MNKD can reach even just another 5% or 10 % of the other 95% of individuals impacted by PAH, it is a huge market. But that depends on where those patients are, why they are not on prostacyclin, and the effectiveness and price point of MNKD's TI version. Regardless, it is a good market to go after. Thanks for motivating me to reanalyze this.
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PAH
Aug 17, 2017 3:54:08 GMT -5
Post by #NoMoreNeedles on Aug 17, 2017 3:54:08 GMT -5
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PAH
Aug 17, 2017 11:28:11 GMT -5
Post by traderdennis on Aug 17, 2017 11:28:11 GMT -5
Persistent Newborn Pulmonary Hypertension Persistent pulmonary hypertension of the newborn (PPHN) is defined as the failure of the normal circulatory transition that occurs after birth. It is a syndrome characterized by marked pulmonary hypertension that causes hypoxemia secondary to right-to-left shunting of blood.
Signs and symptoms PPHN is often associated with the following signs and symptoms of perinatal distress: • Asphyxia
• Tachypnea, respiratory distress
• Loud, single second heart sound (S2) or a harsh systolic murmur (secondary to tricuspid regurgitation)
• Low Apgar scores
• Meconium staining
• Cyanosis; poor cardiac function and perfusion
• Systemic hypotension
• Symptoms of shock emedicine.medscape.com/article/898437-overview --------------------------------------------------------------------------------------------- these babies are on ventilators.
Not sure if you have ever given meds to a child under 4 but I see no way on this earth that technosphere would work for a child who you are not able to reason with. Hard enough to give meds like liquid Tylenol. Just imagine having your dog puff a dose.
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PAH
Aug 17, 2017 11:29:54 GMT -5
Post by peppy on Aug 17, 2017 11:29:54 GMT -5
down the endo tracheal tube? medlineplus.gov/ency/imagepages/9295.htm not sure if you have ever given meds other than by mouth. Yes, it can be difficult to give children under 4 medication.
----------------------------INDICATIONS AND USAGE--------------------------- Remodulin is a prostacyclin vasodilator indicated for: • Treatment of pulmonary arterial hypertension (PAH) (WHO Group 1) to diminish symptoms associated with exercise. Studies establishing effectiveness included patients with NYHA Functional Class II-IV symptoms and etiologies of idiopathic or heritable PAH (58%), PAH associated with congenital systemic-to-pulmonary shunts (23%), or PAH associated with connective tissue diseases (19%) (1.1) • Patients who require transition from Flolan, to reduce the rate of clinical deterioration. The risks and benefits of each drug should be carefully considered prior to transition. (1.2) ----------------------DOSAGE AND ADMINISTRATION----------------------- PAH in patients with NYHA Class II-IV symptoms: • Initial dose for patients new to prostacyclin infusion therapy: 1.25 ng/kg/min (or 0.625 ng/kg/min if not tolerated); dose increase based on clinical response (increments of 1.25 ng/kg/min per week for the first 4 weeks of treatment, later 2.5 ng/kg/min per week). Limited experience with doses >40 ng/kg/min. Abrupt cessation of infusion should be avoided. (2.2, 2.3) • Mild to moderate hepatic insufficiency: Initial dose should be decreased to 0.625 ng/kg/min ideal body weight; cautious dosage increase. Severe hepatic insufficiency: No studies performed www.accessdata.fda.gov/drugsatfda_docs/label/2011/021272s015lbl.pdf
(idiot) to my chagrin, I have given medication multiple routes
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Post by kc on Sept 4, 2018 5:39:11 GMT -5
Great to see that we are going to partner with United therapeutics as this is a great step forward for MannKind. He is great validation to the Technosphere do you vice delivery system. Congratulations to Mike and the MannKind team.
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Post by mnholdem on Sept 4, 2018 6:55:37 GMT -5
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