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Post by jmkopp on Mar 27, 2018 9:32:00 GMT -5
Maybe it is a Diabetes think tank or something and not a clinic. In any event, he actually answered the phone when I called. I was a little shocked.
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Post by matt on Mar 27, 2018 10:27:58 GMT -5
Finding a partner requires MNKD to have something the partner is truly interested in having. In the past 5-10 years most pharmas have exited or halted development on drugs to treat metabolic diseases in favor of neurology (Alzheimer's, Parkinson's), oncology, or pain management where the margins are better. You can't, for example, partner an insulin product with a company primarily focused on oncology drugs for example. That narrows the playing field very substantially, and with two strong players in the insulin sector (Lilly and Novo) and one weaker one (Sanofi) most companies can find more interesting opportunities where they are not starting out in fourth position doing battle with portfolios of well-established products.
TS meanwhile is a drug delivery technology; it is not a drug. Pharmas have a huge array of drug delivery technologies that they can license in when they need one, and most pharma companies (J&J being the notable exception) do not have separate drug delivery divisions. If a pharma partner decides that inhalation is the best way to get a drug into the patient they will gladly do a deal on TS, but the drug is the dog that wags the drug delivery tail. The tail does not wag the dog.
Remember that when looking at partnerships, the partner gets to vote too. It is not enough that Afrezza might be an interesting partnership opportunity, it has to be one of the best out of all opportunities available to the potential partner or else they will pick something else to invest in.
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Post by peppy on Mar 27, 2018 10:43:11 GMT -5
It is difficult to understand exactly what is stopping partnerships. As an example; ============================================================================ United States Patent 8,785,396 Leone-Bay , et al. July 22, 2014 Method and composition for treating migraines Abstract A method for treating migraines is disclosed. The method utilizes a rapid drug delivery system which prevents deactivation or degradation of the active agent, including small molecules and peptides being administered to a patient in need of treatment. In particular, the drug delivery system is designed for inhalation for delivery of drugs to the pulmonary circulation in a rapid and therapeutically effective manner. Here are the drugs mentioned in the patent: sumatriptan, almotriptan, eletriptan, frovatriptan, naratriptan, rizatriptan, zolmitriptan The migraine patent mentions triptans. Triptans (Serotonin Receptor Agonists) for Migraine Headaches Triptans narrow (constrict) blood vessels in the brain and relieve swelling. Read more: mnkd.proboards.com/thread/1028/technosphere-patent-migraines-granted-today#ixzz5Axq9Ll3q
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Post by agedhippie on Mar 27, 2018 10:48:29 GMT -5
Maybe it is a Diabetes think tank or something and not a clinic. In any event, he actually answered the phone when I called. I was a little shocked. He provides a counselling service focused around what he calls the law of small numbers - it's easier to stay in control if you use small amounts of insulin and eat small amounts of carbs. I have never used his services, but people who have swear by it. He was one of the pioneers for tight control, and went to medical school in his mid 40s because he couldn't get the medical world to take him seriously if he wasn't an MD. Something must work because he has had Type 1 for over 70 years and seems in good shape.
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Post by goyocafe on Mar 27, 2018 11:30:22 GMT -5
It is difficult to understand exactly what is stopping partnerships. As an example; ============================================================================ United States Patent 8,785,396 Leone-Bay , et al. July 22, 2014 Method and composition for treating migraines Abstract A method for treating migraines is disclosed. The method utilizes a rapid drug delivery system which prevents deactivation or degradation of the active agent, including small molecules and peptides being administered to a patient in need of treatment. In particular, the drug delivery system is designed for inhalation for delivery of drugs to the pulmonary circulation in a rapid and therapeutically effective manner. Here are the drugs mentioned in the patent: sumatriptan, almotriptan, eletriptan, frovatriptan, naratriptan, rizatriptan, zolmitriptan The migraine patent mentions triptans. Triptans (Serotonin Receptor Agonists) for Migraine Headaches Triptans narrow (constrict) blood vessels in the brain and relieve swelling. Read more: mnkd.proboards.com/thread/1028/technosphere-patent-migraines-granted-today#ixzz5Axq9Ll3qI've concluded we (shareholders) don't have all of the information needed to answer this question, and questions about why this company seems like the red headed step child in the industry. It has baffled me for years. All these patents, all these research firms making bold moves in treatment protocols and patents.
Sansom Institute/ JDRF Artificial Pancreas www.youtube.com/watch?v=GGgGjtM5ipg Aaron Kowalski (Chief Mission Officer or JDRF) uses Afrezza (or did). Spoke highly of it in the past. Recently tweeted about being in California, perhaps for the TCOYD fair in Monterrey last week and wanted to compare notes with some users. He must be aware of this study, yet we hear nothing about this for years.
Torrey Pines Institute; shares the patent on the pain portfolio with Mannkind. See this thread: mnkd.proboards.com/thread/2667/mannkind-torrey-joint-patent-treating
Where's the follow through. Not a peep from anyone on this from Mannkind in years.
I'm convinced we're not getting the whole story. Is it really only a funding issue? Seems that money would be there for these types of breakthroughs.
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Post by jonny80s on Mar 27, 2018 16:08:00 GMT -5
I'm convinced that RLS was created to protect Mannkind's patent portfolio from falling into big pharma's hands in the case of a Mannkind bankruptcy. Which also happens to be preventing partnership deals...
We may never know the entirety of the rabbit hole.
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Post by brotherm1 on Mar 27, 2018 17:02:12 GMT -5
That would seem majorly criminal to me.
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Post by nylefty on Mar 27, 2018 18:22:56 GMT -5
I'm convinced that RLS was created to protect Mannkind's patent portfolio from falling into big pharma's hands in the case of a Mannkind bankruptcy. Which also happens to be preventing partnership deals... We may never know the entirety of the rabbit hole. What makes you think that MannKind's patent portfolio is now in RLS's hands?
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Post by mnkdfann on Mar 27, 2018 18:45:55 GMT -5
I'm convinced that RLS was created to protect Mannkind's patent portfolio from falling into big pharma's hands in the case of a Mannkind bankruptcy. Which also happens to be preventing partnership deals... I think that would lead to all sort of legal troubles, given what Mannkind has said in the past. FAQ: MannKind Investor Call, February 3, 2016: Did Receptor Life Sciences (RLS) buy an equity stake in MannKind since there was no up‐front payment? RLS does not have an equity stake in MannKind. RLS is a wholly independent entity, unaffiliated with MannKind or Al Mann.
Is Technosphere technology being transferred to RLS? MannKind retains all rights for Technosphere technology, except for the use of our technology for the specific proprietary compounds of Receptor that are the subject of their license.Please elaborate on the impact of Dr. Leone‐Bay being named as an inventor on several MannKind patents? As is typical in scientific organizations, patent rights stay with the company at which the patent work was done. Dr. Leone‐Bay was part of MannKind’s scientific team for many years, and participated in many patent submissions during that time.
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