While Pfizer is courting AstraZ, Merck may come in and scoop up Avanir.
On Thursday this week, Astra will announce its first quarter results.
Both Astra and Pzifer are facing up to the loss of patent protection for
several of their big-selling drugs which leaves such products open to
competition from generic rivals.
ray, why do you strongly support copyright holder's rights while you disdain patent holder's rights?
Your morality is questionable! AND I MEAN YOU! Your pursuing of your agenda is causing lost
karma for you. Consider your next life.
That's NOT a Yahoo MB. Each board has a moderator or two who have a lot of control
(not necessarily good) of the board activity. I just looked over there and there's not
much Avanir activity. This Yahoo message board has a long Avanir history and we
have had to adjust to changes, even rumbles that the boards may be discontinued.
IH may be an alternate if things fall apart here but we have to take the ugly with the good.
The shorts, lead by Jefferies and Wei, have been winning
the game since Jefferies' lead Avanir $4.40 secondary.
The game is changing and Avanir is surprising everyone
by leaving their dubious past.
mike bought attention to Acadia while he was attacking KK.
I have been comparing the two since 3/3//14:
AVNR down 16.8% ($3.46)
ACAD down 31% ($19.44)
Wei gave his target (over $40 and way over the other analysts) as Jefferies lead ACAD's secondary at $28,50 last month. I am looking at Wei's future performance. The market looks
forward, not backward. $4 through 2016 is a joke!
ray, what do you think of Wei"s $42 target for ACAD?
How accurate is he there?
We'll track these two stocks for a while.
It's interesting that Jefferies was the lead broker
of the last secondaries for both of these companies.
I'm going to watch the Sharks.
Wee wee Wei is supporting the short position until the end.
How can he give a target of $45 to ACAD? Oh, Jefferies was
the lead in the recent $28.50 ACAD secondary. ACAD closed today at $19.44.
Wei is just a Jefferies' tool!
ray, I just got back, but you are ignoring that Imitrex absorbs 10% in the nasal cavity
(THE REST TO THE TUMMY WITH 90 MINUETS TO T ) and OptiNose absorbes 30%,
ABOUT THE SAME RESULTS AS INJECTION. "moderately higher'?
ray, I agree it's delivered nasally but absorbed in the lungs, a major
problem with FDA. Their concern is the cancer that may develop in
this absorbtion method. If MannKind's delivery system went directly from the nose to
the jugular, etc., they could use a lower dose with less having to go through the lungs.
How about the study that shows that only about 10 % of the drug delivered by standard nasal spray (Imitrex) is absorbed rapidly across the nasal mucosa within the first 20 min with much of a dose undergoing delayed absorption from the GI tract with a Tmax of 90 min. Compared with
the PK curves showed a similar bi-phasic absorption pattern as described for sumatriptan nasal spray delivery, but with a substantially higher initial predominantly nasal absorption peak at 20 min estimated to account for approximately 30 % of the total absorption which is about three times the estimated 10 % fraction absorbed nasally for the marketed Imitrex nasal spray
From same report: (Bi-directional is OptiNose)
Sumatriptan—migraine: Unlike midazolam, the serotonin antagonist sumatriptan has poor BA when delivered orally (14 %) and is only marginally higher when delivered as a nasal spray (Pfeiffer single-dose device). It has been estimated that only about 10 % of the drug delivered by standard nasal spray (Imitrex) is absorbed rapidly across the nasal mucosa within the first 20 min with much of a dose undergoing delayed absorption from the GI tract with a Tmax of 90 min [92, 93]. Hypothesizing that breath-actuated Bi-Directional™ powder delivery may produce clinically different results than previously reported for nasal spray delivery, investigators conducted a cross-over PK study in 12 migraineurs, comparing subcutaneous injection of 6 mg sumatriptan with 10 and 20 mg of intranasal sumatriptan powder. Bi-directionally delivered nasal sumatriptan powder was pharmacodynamically similar to injection, inducing a similar EEG profile and preventing migraine attacks in patients when delivered 15 min before glyceryl trinitrate challenge. The PK curves showed a similar bi-phasic absorption pattern as described for sumatriptan nasal spray delivery, but with a substantially higher initial predominantly nasal absorption peak at 20 min estimated to account for approximately 30 % of the total absorption which is about three times the estimated 10 % fraction absorbed nasally for the marketed Imitrex nasal spray [89, 92]. These PK results lend credence to the conclusion that clinically differentiated nasal deposition is produced by the breath-powered Bi-Directional™ device compared to what has been previously reported with standard nasal spray delivery.
From Springer " Nasal drug delivery devices: characteristics and performance in a clinical perspective—a review"
Substances absorbed from the anterior regions are more likely to drain via the jugular veins, whereas drugs absorbed from the mucosa beyond the nasal valve are more likely to drain via veins that travel to the sinus cavernous, where the venous blood comes in direct contact with the walls of the carotid artery. A substance absorbed from the nasal cavity to these veins/venous sinuses will be outside the blood–brain barrier (BBB), but for substances such as midazolam, which easily bypass the BBB, this route of local “counter-current transfer” from venous blood may provide a faster and more direct route to the brain.
Another exception may be drugs intended for “nose-to-brain” delivery, where more targeted delivery to the upper parts of the nose housing the olfactory nerves has been believed to be essential. However, recent animal data suggest that some degree of transport can also occur along the branches of the first and second divisions of the trigeminal nerve innervating most of the mucosa at and beyond the nasal valve . This suggests that, in contrast to the prevailing opinion, a combination of targeted delivery to the olfactory region and a broad distribution to the mucosa innervated by the trigeminal nerve may be optimal for N2B delivery.
Look at MannKind who has a PDUFA in three months. They use powdered insulin and changed
nasal devices during their Phase III study. Studying the above paper and it's references will
make you an investor expert in nasal devices for drug delivery. I'll quote pertinent info
places, look at Avanir's site under "Career Opportunities".
They are looking for twenty highly qualified (experience and
education) people across the board. Growth is planned.
We'll see what the volume is tomorrow. Has to be over three million to
to give credence that theory. A judge's decision tonight would really
throw a monkey wrench in the works.
Not legal, not medical but financial?
It's Gerald Yakatan. You are right about educating the industry.
Commercial success is happening. There are a lot of higher cap bio's
with no: Phase III trials, NDA's, PUDFA's, FDA approvals
and commercial sales.
Another AVP-825 position:
Senior Product Manager, AVP-825
Aliso Viejo, CA 92656
Primary duties and responsibilities:
Reporting to the Marketing Director, the Senior Product Manager will be based in Aliso Viejo, CA. Working closely with other members of the marketing team, field sales, and sales training, this individual will support the marketing of AVP-825 (22 mg sumatriptan powder in a novel breath-powered device), when approved, for the acute migraine indication with a focus on health care provider audiences including neurologists, pain specialists and primary care physicians.
OptiNose moved it's headquarters to Yardley in 2000. They have offices in Norway
(their origin) and the UK. At this time Avanir's agreement is for North America only.
but ray, Teva is paying big bucks. It looks like the migraine market is like the SSRI market.
Many unsatisfied patients.
This is a test to see if Yahoo allows a link to its own site.
This is buried in another thread:
ray, how about what Teva paid for NuPath? Teva LIKES this market.
1/21/14 NEW YORK (TheStreet) -- Teva (TEVA_) announced Tuesday that it will acquire NuPathe (PATH_) for $144 million.
The deal will see Teva pay $3.65 in cash for each share of NuPathe. NuPathe shareholders can also receive cash payments of up to $3.15 per share if certain net sales of NuPathe's ZECUITY migraine treatment are met over time.
As part of the deal shareholders will receive $2.15 per share in cash after net sales of ZECUITY reach at least $100 million in any four consecutive calendar quarters. The other $1 per share will be paid when net sales of the migraine treatment reach at least $300 million in any four consecutive calendar quarters. Both payment agreements are only active until "the 60th day following the ninth anniversary of the date of the first commercial sale of ZECUITY."