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Post by tigiron on Apr 22, 2015 17:27:10 GMT -5
What is holding back SNY/MNKD from producing 2 unit cartridges? In my opinion, upsides include: 1) Introduce new patients and endos into this new therapeutic regime where a lot of them would like to be on cautious side. This will smooth the initiation and transition, and remove much of the dosing concern and anxiety. 2) Correction use. Afrezza maybe out of the system too quick, this would be good for avoid tail tick up. 3) "Continuous" use: like smoking/inhaling cigarettes every once in a while (say 1~ 3 hours), allowing flexibility --- knowing that BG would be down, but avoiding hypo. 4) May have higher profit margin.
Downside? Approval should not be that much a hassle? Crowding effect?
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Post by Deleted on Apr 23, 2015 9:07:09 GMT -5
T2 is a much larger target, therefore 2U is a lower priority. 2U will be linked to the pediatric study. When that starts to wrap up, imo, is when you'll see 2U, but thats quite a bit away.
Also keep in mind the pk profile. Is a 2U really needed or is it a better understaning of how to administer it and get a feel for how it reacts more important?
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Post by cubonwallstreet on Apr 23, 2015 10:25:27 GMT -5
I agree. Not sure the 2U is needed with the PK profile. It would, however, eliminate excessive use of insulin (waste) from adult patients. But from a manufacturing standpoint, this seems like the least profitable unit with the smallest target population.
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Post by jpg on Apr 23, 2015 10:45:35 GMT -5
It would probably need a new clinical study.
If type 1s need it for corrections as seems the case Mannkind and Sanofi would be wise to add add it sooner then later.
Type 1 may be a smaller group of patients but they are extraordinarily important as a gateway to the larger type 2 patient group.
Profitability per unit is irrelevant if you don't have a customer...
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