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Post by mnholdem on Jul 1, 2021 8:04:01 GMT -5
BTW, I do miss participating here. Domestic and international sales of the family of healthcare companies that I work for has exploded during the past several years, primarily because of better marketing. We’ve had great products for decades but had only recently implemented an aggressive marketing strategy to educate the market.
It keeps me extremely busy. I’m posting today because I’m on a well-deserved vacation at my lake cabin. I think I’ll go fishing now.
Good fortune to all.
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Post by mnholdem on Jul 1, 2021 7:54:31 GMT -5
The excerpts above are from the thread Blood Sugar 101, which I wrote and posted in 2015 in this forum’s MNKD Resources section.
As stated in that post, there are dozens of causes for blood sugar problems and the plain truth is that what works for one person doesn’t also work for another. One fact that all people have in common is the importance of 1st Phase Insulin release. In my opinion, this is the most important benefit of Afrezza. Immediately signaling the liver to stop producing glucose results in less insulin needing to be released during 2nd Phase insulin release, since a person no longer has both sources (food and liver) raising blood sugar levels.
Ultra-Fast Afrezza insulin signals the liver to stop dumping sugar and, because Afrezza clears from the blood stream quickly, it can much safer to introduce a higher amount of insulin at the start of a meal. Afrezza won’t linger like injected insulin. The benefits are outlined in the post.
I believe that many endocrinologists are loathe to increase units of insulin because of the difficulty of predicting the absorption of injected insulin. Rightly so. Fat level at the injection site and the speed of the insulin are perhaps the two biggest factors. Endos limit units so avoid a dangerously low blood sugar level, aka hypoglycemia.
Because Afrezza is inhaled, the absorption of insulin into the bloodstream is VERY consistent. That can be a tremendous benefit to a person who wants to control his/her blood sugar levels.
This attribute of Afrezza could be a major disruptor when compared to today’s treatments. Disruptive marketing is expensive, both because it can be complicated when the FDA limits the dissemination of any information that hasn’t been clinically proven and because healthcare professionals often place caution first and take a lot of education to convince. MannKind has not sufficiently proven that its insulin is “safer” than other brands/types of insulin treatments and the FDA won’t allow them to even use the word “safer”.
It can be done if directed by an experienced and competent person. Emphasizing the benefits of consistency and speed are critical if the company ever hopes to grow adoption levels among healthcare professions and diabetes associations.
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Post by mnholdem on Jul 1, 2021 7:10:29 GMT -5
Insulin Levels Signal the Liver Whether More Glucose is Needed
The steady insulin level as another function, too. A dropping insulin level signals the liver that blood sugar is getting low and that it is time to add more glucose. When this happens, the liver converts the carbohydrate it has stored, (known as glycogen) into glucose, and dumps it into the blood stream. This raises the blood sugar back to its normal level.
If a person has exhausted their glycogen stores, as can happen on a low carbohydrate diet, the liver converts protein into glucose to provide the glucose it makes in response to a low level of insulin in the blood. The protein can come from dietary protein or from your body's own muscles. That is why dieters can lose significant amounts of muscle mass if they don't get enough protein when they diet.
First Phase Insulin Release
When a health person starts to eat a meal, the beta-cells kick into high gear. Their stored insulin is released immediately. Then, if the blood sugar concentration rises over 100 mg/dl, (5.5 mmol/L) the beta-cells start secreting more insulin into the blood stream. This early release of stored insulin after a meal is called "First Phase Insulin Release." In a healthy person it keeps the blood sugar from rising very high because it is available to meet most of the glucose that comes from the digestion of the current meal.
The amount of insulin secreted in the first phase response to a meal is usually determined by the amount of glucose encountered in the previous meal. In a healthy person, this first phase response peaks a few minutes after you've started your a meal. The blood sugar rise caused by the meal peaks about half an hour after you start eating.
Glucose Toxicity
Whatever the reason for the failing first phase insulin release there's an ugly feedback mechanism that kicks in when blood sugar levels rise because of that failing first phase insulin release: High levels of circulating glucose themselves are toxic to beta-cells, a phenomenon called "glucose toxicity". So as blood sugars rise these high blood sugar concentrations further damage and or kill more beta-cells, making first and second phase insulin release even less able to control blood sugar concentrations.
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Post by mnholdem on Jul 1, 2021 6:42:17 GMT -5
There’s been so many questions by new shareholders/PB members and some disinformation lately. I recommend reading the original post of this thread.
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Post by mnholdem on Mar 13, 2021 18:58:39 GMT -5
I’ve been invested since 07. When my girlfriend..Al Mann’s daughter-in-law suggested it. My personal training client Tom got both his T1 children on Afrezza. The first kids to ever use it. I’ve been a Afrezza advocate for over a decade. I want to see it become a blockbuster. I’m not sure why Endo’s will prescribe it to kids if they won’t prescribe it to adults ...also 94% of diabetics don’t know about it yet. So we are in need of solutions. With that being said, I am excited about TrepT. This stock is going up I have no doubts💪🏻❣️👍🏻 A high tide raises all boats...just like the truth rises to the top. I believe the Peds trial design will show how much more effective and safe insulin can be for children, then adults will follow. Do most kids go to Pediatric endocrinologists? We heard MC say more than once that they wanted to get the dosing right for Peds and the India P3 trial to show superior results. The most important outcome for a pediatric trial is to provide data that should prove once for all that Technosphere Insulin is superior to SQ injected insulin. Alfred Mann once explained that earlier trials protocols were not controlled as tightly as they should have been and that HCPs at the trial sites were administering the doses 15-30 minutes ahead rather than immediately before eating. This resulted in many more hypo events than should have occurred. The result was that the comparator arm had less hypos, making Afrezza seem less safe. That’s still on the label and, in my opinion, has been the biggest hurdle for getting doctors on board.. Large clinical trials are expensive so it was financially prudent to wait until the pediatric trial to finally prove that TI is much safer than injecting insulin. And, as you mentioned, it is hoped that a new mindset will be adopted in the industry that, if the ped trial outcomes prove that Technosphere Inhaled Insulin Powder is proven safer for children than insulin injection, it should be safer for adults. |
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Post by mnholdem on Mar 13, 2021 10:03:22 GMT -5
I do like the Afrezza Healthcare Professional Site. Check it out. A link is available on the top toolbar of the patient site (see OP for link). You may be interested in the AfrezzaAssist:
”AfrezzaAssistSM is a one-stop-hub solution which helps your patients get access to Afrezza and stay on therapy. Services include comprehensive reimbursement support and pharmacy fulfillment, as well as product training and support to help improve patient care.”
One could make a valid argument that a better strategic business model is one that encourages HCPs to prescribe.
Is it true that ExpressScripts dropped coverage for Afrezza? I hope that wasn’t due to insurance negotiators at MannKind dropping the ball. A more likely scenario is that continuously low prescriptions since 2014 has convinced ES that there’s too little financial incentive to cover Afrezza. MannKind doesn’t have a family of TS drugs to use as leverage. It’s often an obstacle for many small drug makers.
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Post by mnholdem on Mar 6, 2021 18:34:02 GMT -5
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Post by mnholdem on Dec 25, 2020 17:41:01 GMT -5
Hello everybody and Happy Holidays!
I have been extremely busy for the past six months as my group of animal healthcare companies have been exploding! USA, UK, Australia, New Zealand has been phenomenal and we’re now expanding into Asian and South America markets. I think I’m putting in as many hours these days as the legendary Alfred E. Mann used to. It’s not uncommon for me to work 60 hours per week, which doesn’t leave me any spare time to peruse any stock discussion boards.
My daughter - a RN working in one of Minnesota’s largest COVID wards - received the Pfizer vaccine on Monday. She was excited!
I hope you’re all prospering and miss the discussions.
Best Wishes,
MnHoldem
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Post by mnholdem on May 20, 2020 6:30:29 GMT -5
Be advised that you will need your control number from your proxy vote in order to participate in the ASM. My voting form with control number was emailed to me via my stock company but I had to search a bit to locate it. I suggest that you find and record yours if you plan on joining.
Good fortune all.
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Post by mnholdem on May 20, 2020 6:05:09 GMT -5
Dunno but they hit Monday’s 52-Week High stocks list.
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Post by mnholdem on May 19, 2020 6:27:52 GMT -5
I don't understand the confusion. It's not like the administrator moved the thread to Off-Topics, where it would only be viewable to members. She simply moved a thread entitled Vdex Social Media Comments to the Afrezza in Blogs and Social Media folder of the main forum page. That folder was created specifically for social media posts about Afrezza.  |
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Post by mnholdem on May 11, 2020 15:20:50 GMT -5
Stock analysts at SVB Leerink lowered their FY2023 EPS estimates for shares of MannKind in a report issued on Thursday, May 7th. SVB Leerink analyst T. Smith now expects that the biopharmaceutical company will post earnings of $0.04 per share for the year, down from their prior estimate of $0.11. SVB Leerink also issued estimates for MannKind’s FY2024 earnings at $0.13 EPS. 2024 estimates seem very low. Let's say TreT alone brings in $100M in Revs and O/S is 400M that's $ .25 eps. Am I missing something?? I think so. If Tyvaso(TS) brings in $100M and MannKind gets paid a 10%-12% royalty, then your numerator would be ($10M-$12M)/400M OS shares. That would result in $.025-$.03 per share. Right? |
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Post by mnholdem on May 6, 2020 20:43:11 GMT -5
Minnesota Air National Guard did a flyover of every major hospital to honor nurses today.  |
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Post by mnholdem on Apr 29, 2020 21:11:59 GMT -5
I don’t believe so. You may recall that the original Agreement between MannKind and Biomm SA (filed with the SEC as an attachment) stated that financial terms would be determined only if Afrezza received approval by the Brazilian drug approval agency ANVISA.
After Afrezza received that approval, I contacted MannKind’s legal counsel to ask whether those financial terms would be disclosed to shareholders. To paraphrase his response, the company does not consider the financial terms to be material news. Of course, I disagreed but I suspect that General Counsel Thomson knows the SEC requirements of what constitutes a material event.
I do admit that I nearly filed a grievance with the SEC.
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Post by mnholdem on Apr 29, 2020 21:01:07 GMT -5
I appreciate the kind words by VDex’s former Vice President of Operations.
It’s true that had forwarded the deadline for submitting Board of Directors nominations to HfM and that I had recommended that Bill also file a Schedule 14N with the SEC, to notify the company that it had been served notice that the names of HFM’s shareholder nominations must be included in the company proxy for voting under Delaware law, which states that a qualified shareholder may submit nominations for Director positions and that the company proxy would only be required to include 25% of the open Director seats (two seats) with shareholder nominations if a Schedule 14N has been filed with the SEC by the nominations deadline.
I had no idea at the time that I would become one of the nominations but, regardless, I suspect that Bill was so busy with VDex that he let that option fall through the cracks.
As I stated when my nomination was announced, I had never spoken with or been associated with anyone from HFM (or VDex) so my nomination came as a surprise.
I wish Steve well with his future endeavors and pray for continued success for Afrezza and ALL efforts to successfully promote it throughout the diabetes community.
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