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Alkermes, Lilly, Mannkind: Inhaled Insulin Just Got Interesting

Mr. Shulman -

Thanks for the heads up. I did a quick search on Lilly and Alkermes to get teh latest and it looks like Lilly pulled the plug on the AIR program with Alkermes. It also doesn't show up in Alkermes pipeline on their website. If I read it correctly the were not seeing a clear clinical benefit, which would mean they would not get insurance reimbursement, so the cost of further testing outweighed the upside. Here is the article:

I also looked up Nastech while I was at it

www.in-pharmatechnolog...

Mannkind does appear to have clinical benefits over current treatments. Their CEO says their therapy can "produce exceptional control of postprandial excursions, with very little, if any, risk of hypoglycemia, no need for complex meal titration, and no weight gain, even generating weight loss for prior insulin users." That would be a pretty nice set of clinical benefits. It looks like Phase 3 data is back and they report the therapy safe and efficacious with an NDA filing planned soon.

While I was at it I looked up NSTK for Jimmy. It looks like they changed their name and symbol. They are now MDrNA trading as MRNA and they no longer have any diabetes compounds in their pipeline, as they are now focusing on RNA compounds.