Tinkerbell
Researcher
Watcher of the Skies
Posts: 143
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Post by Tinkerbell on Jul 27, 2017 13:18:44 GMT -5
That sums it up pretty well. I have done a lot of healthcare deals in my career, some from inside a big company and some working with small clients seeking a deal. It is easy, very easy, to get an initial conversation with any big pharma company, but getting through to the next phase of discussion is usually frustrating as can be. In large companies you have different committees to deal with that are looking at hundreds of opportunities and are under pressure from their management to focus resources on a just a handful. When I managed the strategic portfolio for a large enterprise, I had 1,500 deals come across my desk every year, we took a serious look at maybe 100, and closed on about 20. Once a deal was rejected, it was almost impossible to have it looked at again (we maintained an Access database of deals to insure we were not reinventing the wheel). I knew many people in similar jobs at other companies, and we were all doing something similar to manage deal flow. Along comes Mike who is trying to do a deal with a major distribution partner. How many of those major companies have never been exposed to Afrezza before? Whatever you may think of Mike's predecessors, they were not terminally stupid and they approached most of the logical candidates. Al managed to sell Sanofi on the concept, but you can be sure that approaches were made to Lilly and Novo as well as players on the periphery of diabetes like Merck. Those companies are unlikely to return even phone calls from Mannkind at this point. There are whole groups of companies , like BMS, that focus on areas like oncology and are not interested in metabolic drugs at all, and true biotechs, like Amgen, that only invest in recombinant proteins or monoclonal antibodies. They won't even look at an insulin opportunity because it does not fit with their marketing focus, production expertise, or regulatory experience. Business model alignment is more important than you think. All of which means that Mike, despite his best intentions and substantial efforts, may not have that many potential partners left to pitch. Most of the companies still interested in metabolic disease that have the kind of money needed to help Mannkind are outside the US, and they are difficult to identify if you don't read the trade publications from those countries every day (does Mike read Japanese?). I suspect that management is doing all they can, but finding a serious partner at this point is like looking for the proverbial needle in the haystack and the process can only move as fast at the potential partner. Just because it is urgent for Mannkind to find a partner does not create a sense of urgency for the other company who may have other priorities. So big pharma doesn't really want to help people? The story is/was all a lie?
Don't fret. At some point denying the obvious becomes so obvious that even Big Pharma starts to look stupid for passing on the partnership opportunity of the century. In fact, we have many stories of huge opportunities that were shuttered out the door by CEOs (and not just in the pharma/biotech industries). In fact, some of those teeny companies went on to eclipse the company that shuttered them. So what is the reasoning offered by these same CEO's 10 years later? Let me see: A) 'We were focused on other more pressing business dealings at the time' B) 'The timing wasn't right for us.' C) 'The product didn't align with our portfolio.' D) [Insert an excuse you've heard before here] E) All of the above The reality is that less than 1% of CEOs today are visionaries on the order of Al Mann, Steve Jobs or a CEO like a Chris Vienbacher who was willing to get fired for what he believed was truly disruptive for diabetics and would eclipse sales of their Lantus over time. Mike does not need a partner that is unable to see PAST the current issues with Afrezza sales in the US. Mike needs a partner that can simply say, I get it. I see it and I want to work with you to ensure Afrezza is a success for both of us and for diabetics. Big pharma come to the rescue? Not likely however if one does come up from behind, then that CEO will join the ranks of the 1%.
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Post by dreamboatcruise on Jul 27, 2017 17:06:06 GMT -5
It's not yet approved in UAE or Brazil... and it is not as if scripts will somehow skyrocket the moment it is approved. Just like in the US it will take time for doctors and patients to become aware of Afrezza... and for doctors to get comfortable prescribing it. Won't contribute any meaningful amount of money this year.One Drop doesn't mean more docs will be prescribing. It may be useful marketing. Won't contribute any meaningful amount of money this year.RLS... management has made no mention of time frame for any follow on progress payments whereas they did give time frame for the prior one. I'm guessing with the political shift and noises from justice dept that RLS pipeline may be significantly delayed waiting for clarity on new administrations position/actions. This is just my hunch, but given track record with API partnering, and RLS in particular, I'm guessing that no meaningful amount of money this year. I'm curious what you mean by strategic partner for TS... something beyond a single API? I have been speculating Locust may have been brought in to try to sell TS entirely, with MNKD just retaining license rights for Afrezza. So I think Locust Walk effort is a potential for meaningful money this year... though no slam dunk given MNKDs failure to monetize over the past years. #6... yeah, we'd all love to ask and have answered. I imagine an answer is not forthcoming. I would like to know how you can say for certain that Brazil distribution and UAE distribution, quote: Won't contribute any meaningful amount of money this year.. How do you know that these government agency's will not be buying a lump sum amount of Afrezza for distribution in thier countries? My guess is you don't know and you are back to spreading fud for your agenda to try to lower the stock price so that as you have said to buy in at a lower price. People should be aware of posters like you that are telling untruthful posts.. Can you show one case in history where a huge quantity of a perishable drug was ordered for distribution in a country before doctors have even started writing prescriptions? Afrezza isn't even yet approved in either country. As far as we know the application hasn't even been done for Brazil. Is it FUD to assume that business will be conducted as it always is without some extraordinary event occurring? It is like me saying they aren't going to solve their cash flow problem by winning the lottery. It's not provably true, but it is common sense. If you wish to believe in unicorns no one is going to change that. Where is that ship heading to UAE... hmmm? I couldn't prove that was fake, but I was sure correct about saying it wasn't real because it didn't make sense.
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Post by dreamboatcruise on Jul 27, 2017 17:13:15 GMT -5
That is a question, and may be a very important one for patients. But there is another more important question when it comes to being invested in MNKD at this moment in time... can Mannkind survive with its current capital structure reasonably intact or will common shareholders be partially or wholly wiped out. 18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. And whatever the great advances in technology, revenue comes from prescriptions and those come from doctors... who are slow to change their clinical practices for a disease as complicated as diabetes. Big pharma often have drugs that flop... there is no one to do a "deal" with that has some magic power over doctors' prescribing practices. Medicine doesn't work the way you seem to think it does. Looking way out in the future, ADA guidelines may be changed where an inhaled insulin would be a go to as first line or right after metformin... but that is a LONG way, and many clinical trials, in the future. Doctors aren't in such awe of technology companies that they are going to turn away from ADA guidelines and look to google for treatment plans, unless/until google has done the requisite FDA approved clinical trials meeting superiority end points and then blessed by ADA. Thinking otherwise is kidding yourself. Talk to some doctors if you don't believe me. The VA and/or DoD and/or NASA. Al contributed invaluably to these in some way or another. Kent Kresa also comes to mind. Yeah, any one of those could change it all overnight. NASA? I think I just strained my optic nerve with my eyes rolling back so far. What, are they buying a huge shipment in preparation for stocking the medical bay for a manned mission to mars? The deal with VA is already done. Afrezza is on formulary. There are probably some of our scripts coming from there... and we're still way, way short of revenue needed to be cash flow positive.
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Post by mango on Jul 27, 2017 17:55:50 GMT -5
The VA and/or DoD and/or NASA. Al contributed invaluably to these in some way or another. Kent Kresa also comes to mind. Yeah, any one of those could change it all overnight. NASA? I think I just strained my optic nerve with my eyes rolling back so far. What, are they buying a huge shipment in preparation for stocking the medical bay for a manned mission to mars? The deal with VA is already done. Afrezza is on formulary. There are probably some of our scripts coming from there... and we're still way, way short of revenue needed to be cash flow positive. In case you have forgotten, Al Mann was an essential part of the first manned mission to the Moon. Of course they will use anything BUT a fuggin needle for long-term space missions. LOL. Hello! Duh.
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Post by agedhippie on Jul 27, 2017 18:17:41 GMT -5
NASA? I think I just strained my optic nerve with my eyes rolling back so far. What, are they buying a huge shipment in preparation for stocking the medical bay for a manned mission to mars? The deal with VA is already done. Afrezza is on formulary. There are probably some of our scripts coming from there... and we're still way, way short of revenue needed to be cash flow positive. In case you have forgotten, Al Mann was an essential part of the first manned mission to the Moon. Of course they will use anything BUT a fuggin needle for long-term space missions. LOL. Hello! Duh. It's immaterial because they will not allow a diabetic on a long term space mission on the mission. You would fail the medical.
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Post by mango on Jul 27, 2017 21:05:13 GMT -5
In case you have forgotten, Al Mann was an essential part of the first manned mission to the Moon. Of course they will use anything BUT a fuggin needle for long-term space missions. LOL. Hello! Duh. It's immaterial because they will not allow a diabetic on a long term space mission on the mission. You would fail the medical. LEO space tourism and Moon and Mars colonization.
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Post by sayhey24 on Jul 28, 2017 5:49:40 GMT -5
I don't think Mike needs to pull any rabbits out of hats. Mike has been in the job 18 months and has had ample time to understand the situation and setup the deals. The one thing Mike has going for him is afrezza is the greatest advance in diabetes care in 95 years. The problem Al Mann always had was his work was always 5 to 10 years ahead of the market. Mannkind is not much different than Minimed in that regard except afrezza is so much larger than the pump. When investing you are never investing for the past or present you are investing for the future. The question is will the future value of afrezza match Al Mann's expectation and the expectations of all these dumb MNKD investors who also see the potential in afrezza?The second thing Mike has going for him in addition to afrezza is the technology has caught up to demonstrate the value of afrezza. Prior to CGMs few people even considered time in range as the standard for diabetes control. Now it is becoming the norm. Prior to CGMs T2s had no idea their current T2 meds were doing nothing to address the problem they have which is post meal BG spikes. Whats going to happen when Tim Cook's new IWatch is being worn by everyone? People today are counting steps. Tomorrow these same people are going to freak when they see their post lunch BG at 135 and they will say get me some afrezza! With cloud 24/7 profiling there is no place to hide the BG numbers. No one will say get me some metformin. ADA 2017 demonstrated the current state of the market. No one is trying to develop a faster insulin. For the last 20 years this was the big ask. You simply can not do faster than afrezza so that problem has been solved. No one is developing new T2 meds. Why? They don't address the meal time BG spike and they all have bigger risks than reward. With CGMs they can't compete against afrezza. ADA 2017 was all about CGM and cloud monitoring and the big tech boys were not even there. How is Roche and MySugr going to compete against Sanofi and Googles Onduo? Who cares, they both need afrezza to address the post meal BG spike and to address the time in range problem. Now, all Mike has to do are the correct deals for explosive future growth. The great news for Mike and MNKD investors is it is now the perfect time as technology has finally emerged to marry with afrezza. That is a question, and may be a very important one for patients. But there is another more important question when it comes to being invested in MNKD at this moment in time... can Mannkind survive with its current capital structure reasonably intact or will common shareholders be partially or wholly wiped out. 18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. And whatever the great advances in technology, revenue comes from prescriptions and those come from doctors... who are slow to change their clinical practices for a disease as complicated as diabetes. Big pharma often have drugs that flop... there is no one to do a "deal" with that has some magic power over doctors' prescribing practices. Medicine doesn't work the way you seem to think it does. Looking way out in the future, ADA guidelines may be changed where an inhaled insulin would be a go to as first line or right after metformin... but that is a LONG way, and many clinical trials, in the future. Doctors aren't in such awe of technology companies that they are going to turn away from ADA guidelines and look to google for treatment plans, unless/until google has done the requisite FDA approved clinical trials meeting superiority end points and then blessed by ADA. Thinking otherwise is kidding yourself. Talk to some doctors if you don't believe me. I think its fair to say I see the diabetes world much different from you. I see it currently going through a technology revolution, not much different than what we saw with computers and the internet in the 90's. Technology is totally disrupting how diabetes is being treated but more importantly what the PWD knows about their BG. Doctors can no longer hide the PWDs numbers. It started with the T1s but will move quickly to the T2s. When Tim Cook launches his watch everyone will be talking BG levels at lunch. A1c will go the way of the land line and its starting now. If you watched ADA 2017 what was clear is the establishment lost control this year. They even tried to not allow presentations to be shared on the internet. What was also clear is the "Big Ask" for a faster insulin has been solved. No one is working on one and the reason is simple. Afrezza solved the problem. When the lunch group is all checking their BG numbers they are not going to be asking their doctors. That guy with the 140 is going to want a fix because everyone else is 125. He is going to want that little blue cartridge and he is going to want it now. I see the "afrezza" NASCAR winning the Daytona 500, "Nothing Faster". These same doctors you are talking to fought Dr. Bernstein with his meter. They use to get a monthly payday to check BG monthly. In the near term the Libre will soon be U.S. approved and will start this movement. Companies like Onduo will soon announce. Right now afrezza is living "rent free" in the heads of every Big Pharma President. We have Roche buying MySugr, why? We have Sanofi giving $250M to want to play in Ondou. What, is everyone going to be a monitor? These guys make drugs and they all need a drug which addresses the problem, meal time spikes. They all know it. They all knew Al Mann and they all know afrezza. afrezza has shut down all the new drug development, why? Nothing is faster or safer and the future is time in range not the current ADA A1c step program. Now, I suspect Mike does not have an offer from any of them. I think all of them that want to continue in the diabetes space started a discussion at ADA 2017. If I was Mike I would hire an agent which it seems he did. He is the new Star, the new Heisman winner and he is sitting on the Holy Grail of diabetes care. Now I could be wrong but I know afrezza pretty good. I know guys who 3 years ago like Gary Scheiner who said he would never touch it are not only saying its pretty good, they are using it themselves. Guys like Steve Edelman are not only using it they are putting together the protocol for new companies like Ondou. The bottom line 2017 is a negotiation year and the "season" won't start until 2018. I think Mike can figure out a way before he inks the deals to pay the bills because every Big Pharma wants to do the deal as afrezza is living "rent free" in the heads.
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Post by lookingforlogic on Jul 28, 2017 7:32:12 GMT -5
Tinkerbell and SayHay24,
I simply love your resent posts with beatifull and indisputable logic.
I think MNKD is right now exactly in the same place where SIRi was on 02.11.2009 at 0.055 after Ossborn in tandem with Rocco were able to run down this company from $69 a share to 5 cents and then a white knight; Liberty Media appeared with $530 mln to buy 40% of shares.
This time Osborn achieved the same result with the same trick but different team consisting of few more "experts" like risingsceptisism, TREND1 and bunch of other morons some of them posting here on mnkd.proboards with total impunity.
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Post by cretin11 on Jul 28, 2017 8:00:29 GMT -5
It's immaterial because they will not allow a diabetic on a long term space mission on the mission. You would fail the medical. LOE space tourism and Moon and Mars colonization. I knew there was a logical plan. We just need to hold on a little longer until Moon and Mars colonization, the SP is gonna explode then!
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Post by straightly on Jul 28, 2017 10:02:32 GMT -5
LOE space tourism and Moon and Mars colonization. I knew there was a logical plan. We just need to hold on a little longer until Moon and Mars colonization, the SP is gonna explode then! What Elon Musk has that we don't have while we wait? How come his stocks are so high?
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Tinkerbell
Researcher
Watcher of the Skies
Posts: 143
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Post by Tinkerbell on Jul 28, 2017 10:52:54 GMT -5
That is a question, and may be a very important one for patients. But there is another more important question when it comes to being invested in MNKD at this moment in time... can Mannkind survive with its current capital structure reasonably intact or will common shareholders be partially or wholly wiped out. 18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. And whatever the great advances in technology, revenue comes from prescriptions and those come from doctors... who are slow to change their clinical practices for a disease as complicated as diabetes. Big pharma often have drugs that flop... there is no one to do a "deal" with that has some magic power over doctors' prescribing practices. Medicine doesn't work the way you seem to think it does. Looking way out in the future, ADA guidelines may be changed where an inhaled insulin would be a go to as first line or right after metformin... but that is a LONG way, and many clinical trials, in the future. Doctors aren't in such awe of technology companies that they are going to turn away from ADA guidelines and look to google for treatment plans, unless/until google has done the requisite FDA approved clinical trials meeting superiority end points and then blessed by ADA. Thinking otherwise is kidding yourself. Talk to some doctors if you don't believe me. I think its fair to say I see the diabetes world much different from you. I see it currently going through a technology revolution, not much different than what we saw with computers and the internet in the 90's. Technology is totally disrupting how diabetes is being treated but more importantly what the PWD knows about their BG. Doctors can no longer hide the PWDs numbers. It started with the T1s but will move quickly to the T2s. When Tim Cook launches his watch everyone will be talking BG levels at lunch. A1c will go the way of the land line and its starting now. If you watched ADA 2017 what was clear is the establishment lost control this year. They even tried to not allow presentations to be shared on the internet. What was also clear is the "Big Ask" for a faster insulin has been solved. No one is working on one and the reason is simple. Afrezza solved the problem. When the lunch group is all checking their BG numbers they are not going to be asking their doctors. That guy with the 140 is going to want a fix because everyone else is 125. He is going to want that little blue cartridge and he is going to want it now. I see the "afrezza" NASCAR winning the Daytona 500, "Nothing Faster". These same doctors you are talking to fought Dr. Bernstein with his meter. They use to get a monthly payday to check BG monthly. In the near term the Libre will soon be U.S. approved and will start this movement. Companies like Onduo will soon announce. Right now afrezza is living "rent free" in the heads of every Big Pharma President. We have Roche buying MySugr, why? We have Sanofi giving $250M to want to play in Ondou. What, is everyone going to be a monitor? These guys make drugs and they all need a drug which addresses the problem, meal time spikes. They all know it. They all knew Al Mann and they all know afrezza. afrezza has shut down all the new drug development, why? Nothing is faster or safer and the future is time in range not the current ADA A1c step program.Now, I suspect Mike does not have an offer from any of them. I think all of them that want to continue in the diabetes space started a discussion at ADA 2017. If I was Mike I would hire an agent which it seems he did. He is the new Star, the new Heisman winner and he is sitting on the Holy Grail of diabetes care. Now I could be wrong but I know afrezza pretty good. I know guys who 3 years ago like Gary Scheiner who said he would never touch it are not only saying its pretty good, they are using it themselves. Guys like Steve Edelman are not only using it they are putting together the protocol for new companies like Ondou. The bottom line 2017 is a negotiation year and the "season" won't start until 2018. I think Mike can figure out a way before he inks the deals to pay the bills because every Big Pharma wants to do the deal as afrezza is living "rent free" in the heads. Precisely and the Senate session where Jeff Sparks spoke nails this point precisely. Time in range means everthing. Period. No need to argue this point. As you said, Big Pharma presidents are coming around to realizing that Afrezza will NOT be going away despite their best efforts to bury it. The truth always prevails. So, why the interest in the monitoring technologies? My hunch (only a hunch) is they still need to grow their diabetes franchises and bundling a monitor with preferred pricing on their basal, RA or URA might help. But, no matter what they do, Afrezza will be tagging along for each and every ride. Mike is sitting on the only diamond mine in the diabetes world. Oh and did I mention that other technosphere apps are/will be developed too? This is going to get immensely interesting with the Dash Network and label change to come. Might a patient presenting at a Senate hearing impact what the FDA may consider for their label request? I for one am looking forward to the August 7 earnings report though I am also anticipating that we will hear reasonable news based on where the company is now and where it needs to go. I am not expecting a WOWZA moment - just intelligent solid info with next steps for the following quarter and through year end.
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Post by isler45 on Jul 28, 2017 11:25:40 GMT -5
I don't think big pharma has any intention of trying to help people or doing the right thing. All they care about is profits and where the next money is coming from. If they make you too healthy or cure you then they can't sell you their other medications.
This what supposed to be a reply to someone else, not sure how to use this board completely yet.
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Post by peppy on Jul 28, 2017 11:30:18 GMT -5
I don't think big pharma has any intention of trying to help people or doing the right thing. All they care about is profits and where the next money is coming from. If they make you too healthy or cure you then they can't sell you their other medications. This what supposed to be a reply to someone else, not sure how to use this board completely yet. agreed. It took MNKD for me to see. That and reading @100 pharmaceutical package inserts. What a story we have been sold.
You think all the pharmaceutical commercials with all the warnings are there to desensitize us?
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Post by rockstarrick on Jul 28, 2017 12:18:19 GMT -5
I don't think big pharma has any intention of trying to help people or doing the right thing. All they care about is profits and where the next money is coming from. If they make you too healthy or cure you then they can't sell you their other medications. This what supposed to be a reply to someone else, not sure how to use this board completely yet. To reply to a comment, you can hit the quote feature @ the top/right of the comment, then directly respond to that comment. FYI Welcome ✌🏻
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Post by dreamboatcruise on Jul 28, 2017 12:31:20 GMT -5
That is a question, and may be a very important one for patients. But there is another more important question when it comes to being invested in MNKD at this moment in time... can Mannkind survive with its current capital structure reasonably intact or will common shareholders be partially or wholly wiped out. 18 months is ample time to set up deals... and the fact that two different deal advisers were just recently hired means that he wasn't having much luck finding deals that would bring in the money within the time frame required. And whatever the great advances in technology, revenue comes from prescriptions and those come from doctors... who are slow to change their clinical practices for a disease as complicated as diabetes. Big pharma often have drugs that flop... there is no one to do a "deal" with that has some magic power over doctors' prescribing practices. Medicine doesn't work the way you seem to think it does. Looking way out in the future, ADA guidelines may be changed where an inhaled insulin would be a go to as first line or right after metformin... but that is a LONG way, and many clinical trials, in the future. Doctors aren't in such awe of technology companies that they are going to turn away from ADA guidelines and look to google for treatment plans, unless/until google has done the requisite FDA approved clinical trials meeting superiority end points and then blessed by ADA. Thinking otherwise is kidding yourself. Talk to some doctors if you don't believe me. I think its fair to say I see the diabetes world much different from you. I see it currently going through a technology revolution, not much different than what we saw with computers and the internet in the 90's. Technology is totally disrupting how diabetes is being treated but more importantly what the PWD knows about their BG. Doctors can no longer hide the PWDs numbers. It started with the T1s but will move quickly to the T2s. When Tim Cook launches his watch everyone will be talking BG levels at lunch. A1c will go the way of the land line and its starting now. If you watched ADA 2017 what was clear is the establishment lost control this year. They even tried to not allow presentations to be shared on the internet. What was also clear is the "Big Ask" for a faster insulin has been solved. No one is working on one and the reason is simple. Afrezza solved the problem. When the lunch group is all checking their BG numbers they are not going to be asking their doctors. That guy with the 140 is going to want a fix because everyone else is 125. He is going to want that little blue cartridge and he is going to want it now. I see the "afrezza" NASCAR winning the Daytona 500, "Nothing Faster". These same doctors you are talking to fought Dr. Bernstein with his meter. They use to get a monthly payday to check BG monthly. In the near term the Libre will soon be U.S. approved and will start this movement. Companies like Onduo will soon announce. Right now afrezza is living "rent free" in the heads of every Big Pharma President. We have Roche buying MySugr, why? We have Sanofi giving $250M to want to play in Ondou. What, is everyone going to be a monitor? These guys make drugs and they all need a drug which addresses the problem, meal time spikes. They all know it. They all knew Al Mann and they all know afrezza. afrezza has shut down all the new drug development, why? Nothing is faster or safer and the future is time in range not the current ADA A1c step program. Now, I suspect Mike does not have an offer from any of them. I think all of them that want to continue in the diabetes space started a discussion at ADA 2017. If I was Mike I would hire an agent which it seems he did. He is the new Star, the new Heisman winner and he is sitting on the Holy Grail of diabetes care. Now I could be wrong but I know afrezza pretty good. I know guys who 3 years ago like Gary Scheiner who said he would never touch it are not only saying its pretty good, they are using it themselves. Guys like Steve Edelman are not only using it they are putting together the protocol for new companies like Ondou. The bottom line 2017 is a negotiation year and the "season" won't start until 2018. I think Mike can figure out a way before he inks the deals to pay the bills because every Big Pharma wants to do the deal as afrezza is living "rent free" in the heads. Well, I'll point out one thing... things you "see" are often just your speculation. I have the ability to distinguish between things I actually see and things that I would hope are true or that would be true if I had the ability to wave a magic wand. You state them as fact, but is pure wishful speculation on your part... such as you being convinced that all pharma execs must be thinking about Afrezza, and you stating that as if it must be true. Or... others are working on faster insulins. Novo has theirs approved in EU and resubmitted to FDA. Novo isn't the only one pursuing that. My view is grounded in what can currently be observed. Most docs follow ADA guidelines, and as far as we know there is no attempts to radically change them. I have an in that can get info about the committee that makes decisions about drug coverage for one very large insurance, medical provider (Kaiser)... they make decisions based on clinical trials not individual assessment (even if from the likes of Edelman), and as of present they see no clinical trials justifying adding Afrezza. I don't think it is in the best service of their patients, but that is their process... wishful thinking isn't going to change their processes. A company like Apple that you constantly mention as soon to play a major role has in fact indicated they don't even intend their BG enabled watch to be used by diabetics (i.e. skipping getting FDA approval and marketing solely for general population curious about their BG but not for management of diabetes or insulin dosing). I'm not even holding my breath for that to come out anytime soon. If the accuracy isn't at the point of being able to meet FDA standards, they may end up thinking there is too much liability in it. I'll get excited on that when the Apple leak sites start citing the supply chain prepping for actually building these things. FDA trials are required for any device or algorithms involved in dosing of insulins. WHEN you can point to any of these great advances you are certain are right around the corner actually accepting patients for a clinical trial I'll be very interested. Until then, all of this is still a significant ways off. How long is it taking to get Libre approved here after it was already approved in EU. Things take a lot longer to get approval than we'd wish... if you "see" with your eyes that is what you'd see. The medical community is surprisingly slow to adopt new technology. I recently had to go to a specialist. They asked me to bring paper copies of recent tests... and primary doctor created those copies by taking a folder from the file shelf and using a copier. How long ago (many years) were electronic medical record companies the HOT investment of the day that were going to save billions with every doctors office being automated? I do give you kudos for colorful pumping. But Holy Grail and Heisman in one sentence, it might be better stylistically to stick with one genre of hyperbole within a single sentence. If a revolution has started it is still discussions in basements and will be a very slow revolution. The vast majority of diabetics see no revolution. The vast majority go to doctors that are not in your revolution.
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