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Post by ghochr on Sept 14, 2017 10:25:26 GMT -5
What you would like in a perfect world is a currently non insulin maker to aquire in part Afrezza with $40 billion down and percent of sales going to mnkd..for..ever..AMGEN has $40 Billion..just sitting there...hmm..for aquisition too..hmmm 40 billion? This company was valued at 4 billion on approval with the expectation that sales will take off. Now the sales estimates have come down. Pipeline is attractive but 40 billion? Can you tell me what you had this morning and how you established that figure? Any reasonable evaluation method that made you put that 40 billion figure
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Post by brotherm1 on Sept 14, 2017 11:10:02 GMT -5
straighty, itell, .... can we please get back on topic ?
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Post by rockstarrick on Sept 14, 2017 11:33:02 GMT -5
My uneducated guess is that most people think the closed loop cgm insulin pump "artificial pancreas" is the perfect near term solution and implantable beta cells are the perfect long term solution. This is where companies will spend their research money. We know that Afrezza is better than the AP but we don't count. The closed loop APS, (Artificial Pancreas System) also had problems with "mealtime glucose spikes" and the most efficient and effective way they overcame these spikes was by using Afrezza with the APS. Bottom line, when it comes to mealtime glucose spikes, Afrezza is, and always will be, the fastest way to overcome Mealtime spikes. This is the main reason why most, if not all Afrezza users have substantially improved A1c levels, because Afrezza tackles the Mealtime spike quickly, and the end result is more time in range. Good Luck Everybody πΊπΈ
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Post by dreamboatcruise on Sept 14, 2017 18:29:14 GMT -5
Seems like "smart" insulin that responds to BG levels is one area where next gen competition may eventually come from. I've not done a lot of research to know how development is going or posit a time frame or probability of success.
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Post by mango on Sept 14, 2017 19:00:10 GMT -5
Seems like "smart" insulin that responds to BG levels is one area where next gen competition may eventually come from. I've not done a lot of research to know how development is going or posit a time frame or probability of success. The problem for those people is the answer to the solution is already out. We're talking about utilizing a natural process to restore glucose homeostasis versus anything else.
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Post by dreamboatcruise on Sept 14, 2017 19:08:01 GMT -5
Seems like "smart" insulin that responds to BG levels is one area where next gen competition may eventually come from. I've not done a lot of research to know how development is going or posit a time frame or probability of success. The problem for those people is the answer to the solution is already out. We're talking about utilizing a natural process to restore glucose homeostasis versus anything else. It will all boil down to the results (A1c, time in range and hypo incidents) they can show in clinical trials. Time will tell.
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Post by agedhippie on Sept 14, 2017 21:24:23 GMT -5
Seems like "smart" insulin that responds to BG levels is one area where next gen competition may eventually come from. I've not done a lot of research to know how development is going or posit a time frame or probability of success. It is some way off but it would give you better than non-diabetic control. The insulin is encapsulated and released at a particular glucose level. The result is a hard cap at the release level. The nice thing is that you could replace both basal and prandial insulin with a single shot. All the insulin pharmas and Merck are researching this area, JDRF is funding research as well.
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Post by dreamboatcruise on Sept 15, 2017 1:43:16 GMT -5
Seems like "smart" insulin that responds to BG levels is one area where next gen competition may eventually come from. I've not done a lot of research to know how development is going or posit a time frame or probability of success. It is some way off but it would give you better than non-diabetic control. The insulin is encapsulated and released at a particular glucose level. The result is a hard cap at the release level. The nice thing is that you could replace both basal and prandial insulin with a single shot. All the insulin pharmas and Merck are researching this area, JDRF is funding research as well. So any investing opportunities you see? Mr. Lizard still has some quarters to invest that were found under sofa cushions.
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Post by sayhey24 on Sept 15, 2017 5:15:52 GMT -5
It is some way off but it would give you better than non-diabetic control. The insulin is encapsulated and released at a particular glucose level. The result is a hard cap at the release level. The nice thing is that you could replace both basal and prandial insulin with a single shot. All the insulin pharmas and Merck are researching this area, JDRF is funding research as well. So any investing opportunities you see? Mr. Lizard still has some quarters to invest that were found under sofa cushions. GRIs are an interesting research project. Merck has been looking at it for years. Lots of problems. IMO the non-invasive CGM is a much easier problem than GRIs. Between Tresiba and afrezza and CGMs and "Cloud Diabetes" the problem has been solved. The big investment opportunity IMO is the first company which puts these four components together for the T1 and the three (less Tresiba) for the T2s.
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Post by rockstarrick on Sept 15, 2017 10:16:56 GMT -5
So any investing opportunities you see? Mr. Lizard still has some quarters to invest that were found under sofa cushions. GRIs are an interesting research project. Merck has been looking at it for years. Lots of problems. IMO the non-invasive CGM is a much easier problem than GRIs. Between Tresiba and afrezza and CGMs and "Cloud Diabetes" the problem has been solved. The big investment opportunity IMO is the first company which puts these four components together for the T1 and the three (less Tresiba) for the T2s. And sayhey, when you figure out which Company that is, don't forget your o'l buddy RockStarRick π
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Post by bioexec25 on Sept 15, 2017 13:21:56 GMT -5
GRIs are an interesting research project. Merck has been looking at it for years. Lots of problems. IMO the non-invasive CGM is a much easier problem than GRIs. Between Tresiba and afrezza and CGMs and "Cloud Diabetes" the problem has been solved. The big investment opportunity IMO is the first company which puts these four components together for the T1 and the three (less Tresiba) for the T2s. And sayhey, when you figure out which Company that is, don't forget your o'l buddy RockStarRick π And Rick's once removed Gibson Black Beauty buddy bioexec25. :-))
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Post by sportsrancho on Sept 15, 2017 15:07:30 GMT -5
straighty, itell, .... can we please get back on topic ? Why is my picture on your profile?
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Post by brotherm1 on Sept 15, 2017 15:09:04 GMT -5
Sorry, I must have hit the wrong one. I'll fix it
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Post by mytakeonit on Sept 15, 2017 15:27:33 GMT -5
straighty, itell, .... can we please get back on topic ? Why is my picture on your profile? Probably for the same reason that it's tattooed on his chest.
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Post by agedhippie on Sept 15, 2017 17:14:56 GMT -5
It is some way off but it would give you better than non-diabetic control. The insulin is encapsulated and released at a particular glucose level. The result is a hard cap at the release level. The nice thing is that you could replace both basal and prandial insulin with a single shot. All the insulin pharmas and Merck are researching this area, JDRF is funding research as well. So any investing opportunities you see? Mr. Lizard still has some quarters to invest that were found under sofa cushions. Not at the moment, this is still early days. Merck is the furthest down the road since they bought a company that had been working on this a while back. There are at least four institutes researching this from several angles. Everything is years out and it's seen as the major competitor to the AP. The benefit is that it's one shot a day and you can eat what and when you want. The important thing here is the "when". One of the reasons people have bad A1c numbers is because they do not bolus after *everything* they eat. Bolusing for the three main meals is easy, bolusing after snacks is where people (including me) fall down. This is one reason why the first step in Type 2 insulin is basal and not bolus.
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