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Post by Deleted on Jan 31, 2018 6:02:31 GMT -5
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Post by hellodolly on Jan 31, 2018 7:34:36 GMT -5
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Post by sportsrancho on Jan 31, 2018 9:18:18 GMT -5
Interesting. Some good stuff, although I think Afrezza will surprise him in the next two months.
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Post by mnholdem on Jan 31, 2018 12:00:33 GMT -5
Interesting. Some good stuff, although I think Afrezza will surprise him in the next two months. Spencer wrote, "MannKind has not really created a new drug that can be viewed as best in class. The selling point will be whether its inhaled version of an existing drug can lead to better clinical results and/or a better quality of life."
Wouldn't a drug that leads to better clinical results than all the rest be considered best in class?
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Post by Omega on Jan 31, 2018 12:24:36 GMT -5
I'd rather have a Patented Technology that can make ANY Drug into the "Best in Class" such as we have. I think he is purposely focusing on the word "New" and trying to spin it.
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Post by peppy on Jan 31, 2018 13:02:15 GMT -5
Interesting. Some good stuff, although I think Afrezza will surprise him in the next two months. Spencer wrote, "MannKind has not really created a new drug that can be viewed as best in class. The selling point will be whether its inhaled version of an existing drug can lead to better clinical results and/or a better quality of life."
Wouldn't a drug that leads to better clinical results than all the rest be considered best in class?
Medications There are three major classes of drugs used to treat idiopathic pulmonary hypertension and pulmonary hypertension associated with collagen vascular diseases: 1) prostaglandins; 2) phosphodiesterase type 5 inhibitor; and 3) endothelium-receptor antagonists. Prostaglandins such as epoprostenol (Flolan), treprostinil (Remodulin, Tyvaso), iloprost (Ventavis). These drugs are very short-acting and often must be given intravenously or inhaled on a very frequent or continuous basis.Phosphodiesterase type 5 inhibitors such as sildenafil (Revatio, Viagra) and tadalafil (Adcirca, Cialis) are somewhat less effective than the prostaglandins, but are easily administered one to three times per day by mouth. (The dosing is much different when these drugs are used for erectile dysfunction.) Endothelium antagonists are the newest medications used for this condition. These include bosentan (Tracleer) and Ambrisentan (Letairis). These medications are also given by mouth one to two times per day.
Spence can just pop a viagra and wait 30 to 45 mins.
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Post by joeypotsandpans on Jan 31, 2018 13:30:33 GMT -5
From article: Disclosure: I am/we are long ARNA. Kastanes he at least put this disclosure at the end of the article because he mentions ARNA as a player in that (PAH) market, so would you agree now that he absolutely has a conflict of interest as he owns a potentially competing company in that market? His articles are obviously tilted with FUD inferences, he has backed off somewhat from his earlier inferences of the outright demise of the company now stating a company can go on for long periods of time without filing a BK, but still posts weekly articles on a company that he has "no interest in". Let me ask you Kastanes, why do you think he writes almost 95% of his articles extensively on this company which is a sub $5 stock, just a "hobby" lol as he states? .
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Post by Deleted on Jan 31, 2018 14:19:26 GMT -5
joeypotsandpans I regularly have long discussions with Osborne regarding MannKind and other biotechs including Arena. He is long Arena with a small position, however, I don't consider it a conflict since he started writing about Arena because of their diet drug years ago. From my limited knowledge of PAH, Arena's drug is considered 'best in class' and if approved will be priced at a premium compared to generic tresprostinil. Osborne does seem to enjoy writing, he is able to create articles in a relatively short amount of time compared to others and does a good job of modelling cash and scripts. Ironically he doesn't seem to make much money writing. As many know I was critical of him, however, despite my personal opinions I knew he was accurate with the cash modelling which as some well known poster knows has troubled me from day one. He writes articles from a traders point-of-view and they are making money trading on binary events. So if you are trader, he offers good information; for investors, not so good news. While he usually puts a negative spin on his articles, he does have a different tone when we talk on the phone. If Osborne could interview Mike, I believe many false assumptions would be corrected and bring some respect from Wall Street. Wishful thinking, but stranger things have happened.
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Post by dreamboatcruise on Jan 31, 2018 15:07:53 GMT -5
@kastanes... have you suggest he contact investor relations to try to set up an interview?
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Post by joeypotsandpans on Jan 31, 2018 15:44:35 GMT -5
joeypotsandpans I regularly have long discussions with Osborne regarding MannKind and other biotechs including Arena. He is long Arena with a small position, however, I don't consider it a conflict since he started writing about Arena because of their diet drug years ago. From my limited knowledge of PAH, Arena's drug is considered 'best in class' and if approved will be priced at a premium compared to generic tresprostinil. Osborne does seem to enjoy writing, he is able to create articles in a relatively short amount of time compared to others and does a good job of modelling cash and scripts. Ironically he doesn't seem to make much money writing. As many know I was critical of him, however, despite my personal opinions I knew he was accurate with the cash modelling which as some well known poster knows has troubled me from day one. He writes articles from a traders point-of-view and they are making money trading on binary events. So if you are trader, he offers good information; for investors, not so good news. While he usually puts a negative spin on his articles, he does have a different tone when we talk on the phone.If Osborne could interview Mike, I believe many false assumptions would be corrected and bring some respect from Wall Street. Wishful thinking, but stranger things have happened. Thanks for the clarity on your personal relationship, now one can understand what's behind your change of tone from your initial responses to his articles in the comments section. I've made my point about his conflict of interest and after realizing that any constructive criticism will get you deleted have not spent any more wasted time with him, he does not take criticism well (gets extremely defensive) but certainly loves to dish it out as you know well previously when you were a recipient of it
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Post by dreamboatcruise on Jan 31, 2018 17:16:51 GMT -5
I'd rather have a Patented Technology that can make ANY Drug into the "Best in Class" such as we have. I think he is purposely focusing on the word "New" and trying to spin it. That's a bit overstated since many drugs either would have no benefit from the fast onset of an inhaled delivery, or even be less useful. Though there certainly are many that would benefit from speed of onset.
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Post by lennymnkd on Jan 31, 2018 17:26:01 GMT -5
Useing drugs more efficiently ,,,DBC / a cost savings in of itself .
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Post by Omega on Jan 31, 2018 17:35:12 GMT -5
I'd rather have a Patented Technology that can make ANY Drug into the "Best in Class" such as we have. I think he is purposely focusing on the word "New" and trying to spin it. That's a bit overstated since many drugs either would have no benefit from the fast onset of an inhaled delivery, or even be less useful. Though there certainly are many that would benefit from speed of onset. Fast onset not a benefit? So people don't mind a long onset? Just that like how Diabetics don't mind injections?
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Post by dreamboatcruise on Jan 31, 2018 17:45:34 GMT -5
That's a bit overstated since many drugs either would have no benefit from the fast onset of an inhaled delivery, or even be less useful. Though there certainly are many that would benefit from speed of onset. Fast onset not a benefit? So people don't mind a long onset? Just that like how Diabetics don't mind injections? Think of all the extended release versions of oral drugs... slows down the absorption into bloodstream because much longer period of action is needed. So, yes... not only not minding, but wanting slower absorption. And other things like antibiotics where it might not be detrimental to have fast absorption, but likewise wouldn't have any benefit. The two areas where TS is a benefit are for drugs where faster onset needed or where it is large molecule that would otherwise require injection. This isn't me speculating... this is what MNKD itself says. Basal insulin good example of drug class where faster is not better. Load Tresiba on TS and inhale it and it would become a "worst in class" basal. Something can be good without needing to be sold as the solution to every problem in the world.
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Post by dreamboatcruise on Jan 31, 2018 17:48:29 GMT -5
Useing drugs more efficiently ,,,DBC / a cost savings in of itself . Inhalation actually isn't an efficient delivery mechanism for an API. Much more actual insulin is needed for TS for an equivalent "unit" compared to injected. A significant amount of powder does not reach the deep lungs. Fortunately insulin isn't hugely expensive to manufacture. The inefficiency could be a problem if a particular API is really costly to make.
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