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Doctor Detroit

10/04/17 10:22 AM

#12345 RE: turks #12344

Yep. Agree with Serenity that Alkermes can't afford for another company to come to market with what is essentially a Vivitrol implant.

Also interesting that this happened this Summer...and shortly thereafter Titan announced a feasibility study for a kappa opioid agonist like CR845. Since CR845 has issues with being orally bioavailable, it would make sense for Cara to investigate an implant. They have a lot of money invested in this drug.

https://www.forbes.com/sites/kenkam/2017/07/06/cara-therapeutics-new-pain-drug-still-has-value-after-failed-clinical-trial/#505ff3631272
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Doctor Detroit

10/04/17 11:35 AM

#12346 RE: turks #12344

This language from the most recent press release is, IMHO, more exciting than the Opiant deal.

"Additional ProNeura feasibility evaluations are ongoing in the area of chronic pain treatment with a peripherally acting Kappa opioid receptor agonist, and in the treatment of type 2 diabetes with currently approved peptides."

Remember, Titan has said it will not initiate any new product develop programs unless it has a partner/government funding source from Day 1 (apparently they will keep parkinsons and T3 for themselves until a later date).

I'm 99% sure the kapa opioid receptor agonist partner would be Cara Therapeutics, who has the cash to fund development.

The most likely partner for type 2 diabetes with currently approved peptides would be Novo Nordisk, who held the recently expired patent on Victoza and will be anxious to retain market share.