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Post by sayhey24 on May 5, 2018 6:32:07 GMT -5
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? I think Kevin Sayer should have jumped in when Al passed. That was his window. The big market for both Libre and afrezza is the T2s and you need to get to the PCPs which Abbott can do. Over the next several years the CGM will become a commodity market. Both Google and Apple have their watch programs. Who knows what Amazon, IBM and the rest are doing. There is the embedded CGM which Edelman is involved with. San Meditech has still not made a move in the U.S. However, Abbott is now #1 in the T2 space and has the resources. Long term the market is not CGM. Its Cloud Tele-medicine and afrezza is the only real time insulin. No one else has anything close in their pipelines. IBM needs a big market for Watson and diabetes is #1. What did Matt tell us about 4 years ago, we have an embarrassment of riches? Maybe in the long run he was right.
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Post by golfeveryday on May 5, 2018 7:04:55 GMT -5
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? I think Kevin Sayer should have jumped in when Al passed. That was his window. The big market for both Libre and afrezza is the T2s and you need to get to the PCPs which Abbott can do. Over the next several years the CGM will become a commodity market. Both Google and Apple have their watch programs. Who knows what Amazon, IBM and the rest are doing. There is the embedded CGM which Edelman is involved with. San Meditech has still not made a move in the U.S. However, Abbott is now #1 in the T2 space and has the resources. Long term the market is not CGM. Its Cloud Tele-medicine and afrezza is the only real time insulin. No one else has anything close in their pipelines. IBM needs a big market for Watson and diabetes is #1. What did Matt tell us about 4 years ago, we have an embarrassment of riches? Maybe in the long run he was right. Good points as always sayhey. Abbott definitely has the resources to get to the T2 market with MNKD sales team focusing on specialty I suppose while we wait for pediatric approval. I guess the assumption from potentially good STAT data is that it translates across any CGM. Good STAT data is not a reflection of Dexcom specifically. It’s merely the window into what Afrezza can do for patients compared to slower insulin’s. I have been hoping for quite some time Abbott ends up being the US partner and maybe for more geographies as well.
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Post by barnstormer on May 5, 2018 7:53:20 GMT -5
We have an earnings call and an annual shareholders meeting within the next two weeks. Mike has stated he has one term sheet in hand and another in the works that were in the final negotiation stages. I think Mike will not go into earnings and a shareholder's meeting without being able to announce one of them. It's all about the timing at this point and the best impact would be on or just before the earnings call, especially if Mike thinks he is going to miss his guidance number. On another subject even SO has changed the tune of his articles about MNKD. May is looking like an exciting time for MNKD shareholders.
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Post by dreamboatcruise on May 5, 2018 14:36:13 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. You may be using the term "partner" differently than what was meant in the post I was responding to. I certainly don't see that it would make sense to have multiple groups of sales reps calling on the same set of doctors. But a broader use of the word "partner" in business could mean anything... or nothing.
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Post by babaoriley on May 5, 2018 14:45:12 GMT -5
DBC, I do understand that you post a lot; still, your posting activity seems to have spiked in the last day or so. What's up?
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Post by dreamboatcruise on May 5, 2018 14:55:19 GMT -5
DBC, I do understand that you post a lot; still, your posting activity seems to have spiked in the last day or so. What's up? People keep quoting or addressing posts to me. That was all three of the ones I've posted today... oops, make that four now But it's not a competition... there are others that I could never match when it comes to frequency of posts.
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Post by porkini on May 5, 2018 16:08:30 GMT -5
DBC, I do understand that you post a lot; still, your posting activity seems to have spiked in the last day or so. What's up? My guess, trying to hit the elusive 4% on the way to 5%.
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Post by slugworth008 on May 5, 2018 16:13:32 GMT -5
MNKD ADA booth is next to Abbott. Afrezza/Libre. I like how that sounds. Rolls right off the tongue.
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Post by boytroy88 on May 7, 2018 1:24:33 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. I thought that was only me....
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