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Post by goyocafe on May 4, 2018 9:57:01 GMT -5
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Post by peppy on May 4, 2018 10:07:27 GMT -5
MNKD ADA booth is next to Abbott. Afrezza/Libre. |
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Post by #NoMoreNeedles on May 4, 2018 10:12:07 GMT -5
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Post by #NoMoreNeedles on May 4, 2018 10:12:46 GMT -5
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Post by buyitonsale on May 4, 2018 11:01:34 GMT -5
50000 more patients a month are discovering that their mealtime insulin does not work well...
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Post by mytakeonit on May 4, 2018 13:22:38 GMT -5
If we add 50,000 more patients a month ... then, ... WE NEED TO BUILD MORE PRODUCTION PLANTS NOW !!!
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Post by mnkdorbust on May 4, 2018 13:26:08 GMT -5
If we add 50,000 more patients a month ... then, ... WE NEED TO BUILD MORE PRODUCTION PLANTS NOW !!! The good ol days when we were all worried about when new lines were getting certified and coming online! Bought another 6,000 shares today. Ready to get the lines fired back up! Anyone looking to buy should get ready as every time i do make a purchase the price drops. |
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Post by dreamboatcruise on May 4, 2018 13:27:59 GMT -5
If we add 50,000 more patients a month ... then, ... WE NEED TO BUILD MORE PRODUCTION PLANTS NOW !!! QUICK... Start Building!! OMG, it seemed like just yesterday we had way too much capacity. |
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Post by digger on May 4, 2018 17:51:37 GMT -5
The author hasn't done his homework in at least one respect -- "According to Abbott Laboratories, around two-thirds of diabetes patients have Type 1 diabetes while the rest have Type 2 diabetes." |
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Post by goyocafe on May 4, 2018 18:08:01 GMT -5
The author hasn't done his homework in at least one respect -- "According to Abbott Laboratories, around two-thirds of diabetes patients have Type 1 diabetes while the rest have Type 2 diabetes." I’m willing to give the author the benefit of the doubt, and in context of the article, he is referring to “patients” being those who use CGM to assist with disease management. From that perspective, the numbers seem to be about what I’ve read elsewhere. |
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Post by sayhey24 on May 4, 2018 18:39:39 GMT -5
The author hasn't done his homework in at least one respect -- "According to Abbott Laboratories, around two-thirds of diabetes patients have Type 1 diabetes while the rest have Type 2 diabetes." I think its a misunderstanding on the part of the reader. The article says Abbott’s Freestyle Libre’s patient mix - According to Abbott Laboratories, around two-thirds of diabetes patients have Type 1 diabetes while the rest have Type 2 diabetes. 90% of PWDs are T2. So the Libre has hardly scratched the T2 market. The biggest thing which will sell the Libre into this market is afrezza due to its real-time control and immediate feedback to the Libre and PWD. Lets see how ADA2018 shakes out. MNKD and Abbott are right next to each other. Mike had talked about potentially doing a deal in the U.S. to let a non-insulin company sell afrezza. Long-term this may limit some afrezza sales but short-term it would be huge. It would be nice to see some "scheduled" live demo's at the booth using the Libre to show how fast afrezza can bring down a high |
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Post by golfeveryday on May 4, 2018 19:51:11 GMT -5
The author hasn't done his homework in at least one respect -- "According to Abbott Laboratories, around two-thirds of diabetes patients have Type 1 diabetes while the rest have Type 2 diabetes." I think its a misunderstanding on the part of the reader. The article says Abbott’s Freestyle Libre’s patient mix - According to Abbott Laboratories, around two-thirds of diabetes patients have Type 1 diabetes while the rest have Type 2 diabetes. 90% of PWDs are T2. So the Libre has hardly scratched the T2 market. The biggest thing which will sell the Libre into this market is afrezza due to its real-time control and immediate feedback to the Libre and PWD. Lets see how ADA2018 shakes out. MNKD and Abbott are right next to each other. Mike had talked about potentially doing a deal in the U.S. to let a non-insulin company sell afrezza. Long-term this may limit some afrezza sales but short-term it would be huge. It would be nice to see some "scheduled" live demo's at the booth using the Libre to show how fast afrezza can bring down a high I don’t disagree at all and think Abbott is a real possibility. If that were to occur, what are your thoughts on why not Dexcom seeing that is what was used in the STAT study. How would that play out? |
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Post by dreamboatcruise on May 4, 2018 19:59:10 GMT -5
MNKD has stated they are looking for a partner to call on PCPs and not endos, so by that criteria it would seem Abbott nor Dexcom would not fit what MNKD says they are looking for.
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Post by sellhighdrinklow on May 4, 2018 22:11:33 GMT -5
MNKD has stated they are looking for a partner to call on PCPs and not endos, so by that criteria it would seem Abbott nor Dexcom would not fit what MNKD says they are looking for. Mannkind could and should have many partners to sell Afrezza. Logical. |
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Post by akemp3000 on May 5, 2018 5:31:39 GMT -5
IMO Dexcom is too small and currently requires good relationships with many diabetes solution providers to help sell their products and grow. If they were to partner with only one solution provider, i.e. MNKD, they could be blackballed by others in the industry and crushed. It would take giant kahunas for Dexcom to go all in with Afrezza but I guess anything's possible in today's competitive environment. Abbott is a different story. They are a very large company with many pipeline products such as the Libre. As such they have the horsepower to partner with a variety of companies without negative industry repercussions. I like the idea of a domestic partnership with Abbott plus international partnerships with companies specific to each country, i.e, Biomm in Brazil. I can't see Sanofi being involved again as long as Brandicourt is CEO. I also like the connections Mike has with Amgen and Dr. Kendall has with Lilly if either of those decided to pursue a new business model. There really aren't a lot of clues except that Mike clearly stated selling partnerships were desired. It's certainly time for an announcement...or two, three or four.
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