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Post by mango on Jun 4, 2018 13:13:31 GMT -5
Don't know if this is good news or not ... I just talked to my casino host last night and he announced ... "I am now the proud owner of 356 shares of MNKD !!!" So you know that I talk to people about MNKD ... but, hope this isn't like the shoe shine boy buying shares before the market crashed !!! YIKES !!!!! That's pretty cool! Maybe got in at a high price or is there a story to the 356?
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Post by mytakeonit on Jun 4, 2018 13:17:56 GMT -5
He has a tight budget with kids headed to college and all ... I think it is more like "shooting" the whole $500 to buy MNKD shares at $1.50 or so. Sounds like a newbie who buys shares at a dollar amount instead of number of shares. Anyway, we both had a laugh talking about it.
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Post by golfeveryday on Jun 5, 2018 20:28:15 GMT -5
Something else I have noticed recently... It has to do with what I like to call the "collective voice." In the beginning post FDA approval, most of the anecdotal information about Afrezza and how well it worked, was posted by the early adopters, Sam, Eric, Laura Afrezza Guy, Matty B, and a couple of others whom after a while, with all respect, I started to view as the "Usual Suspects." Next Mike Hoskins from d mine who was originally skeptical about Afrezza came around to where he takes his extended pump breaks and relies on Afrezza for his TIR. Then sometime about a year ago or so we saw the next generation of Afrezza users such as Kevin M, Lilly, John, Brendan Laureen, etc... starting to take to social media, as ironically the Usual Suspects were now posting much less although by all accounts still very positive and active with Afrezza. And now I am hearing from a ariety of what I consider very credible sources, new anedoctal stories about how PCP's and Endos are starting to ask about Afrezza. One CGM rep has said that they are starting to see more endos and docs ask about Afrezza. I just saw a FB post on ST about a person whose endo actually volunteered info on Afrezza and recommend they try it. When they went to get the script their insurance approved it right away. Then there is the parent here on PB's looking for help to prescribe to their child who is under 18. Now admittely this is all anecdotal information but there is a nice progression taking place... in the conversation of the "Collective Voice..." To me it is the Perfect Storm that is brewing when you take all of this in context of CGM penetration growing, conversations about importance of TIR vs Hba1c, ADA review of SOC, and everything else we have discussed here on PB. And remember... nothing else on the market comes close to managing TIR at mealtime... I suspect it will take another 12 to 24 months to start to see enough weekly scripts that begin to challenge Humalog and Novolog but it feels like Mannkind is on the way. The shorts better get ready to put on their "Big Boy Pants" as their party is almost over and the house lights are starting to blink on and off imho... "The answers my friend(s) are blowin in the wind..." my son, recently 18 and diagnosed with Type 1 8 weeks ago, has a follow up appointment on Tuesday and the nurse mentioned Afrezza without even asking about it. 8 weeks ago the Ped Endo said Afrezza ‘really was just for T2’s’. 😳 I believe we will be walking away with a Rx on Tuesday. Yes, seems like things are moving in the right direction. Didn’t go that well. I was not at my sons appointment today. They wouldn’t prescribe it because ‘they don’t have enough data’ and ‘they need to talk to their director about the safety of Afrezza’. My wife is livid! I’m more just appalled that docs have no clue. An Endo!!!! She said ‘well do you think 4 units is too much?’ My wife said ‘not equivalent units to novolog’. Doc said ‘insulin is a growth hormone and who knows what could happen to the lungs’. My wife said ‘REMs were lifted last month, launched 4 years ago’. Wouldn’t prescribe it and wouldn’t give a timeframe. We are reaching out to other docs in the area listed on Afrezza.com website. It will happen but will take longer than I wanted as he is going to college in august and preferred to have him get used to it at home. Blows my mind that an Endo is that ignorant about a 4 year old treatment. Regardless how much money mnkd has for advertising or education, endo’s should know more than they do currently.
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Post by dreamboatcruise on Jun 5, 2018 20:32:27 GMT -5
my son, recently 18 and diagnosed with Type 1 8 weeks ago, has a follow up appointment on Tuesday and the nurse mentioned Afrezza without even asking about it. 8 weeks ago the Ped Endo said Afrezza ‘really was just for T2’s’. 😳 I believe we will be walking away with a Rx on Tuesday. Yes, seems like things are moving in the right direction. Didn’t go that well. I was not at my sons appointment today. They wouldn’t prescribe it because ‘they don’t have enough data’ and ‘they need to talk to their director about the safety of Afrezza’. My wife is livid! I’m more just appalled that docs have no clue. An Endo!!!! She said ‘well do you think 4 units is too much?’ My wife said ‘not equivalent units to novolog’. Doc said ‘insulin is a growth hormone and who knows what could happen to the lungs’. My wife said ‘REMs were lifted last month, launched 4 years ago’. Wouldn’t prescribe it and wouldn’t give a timeframe. We are reaching out to other docs in the area listed on Afrezza.com website. It will happen but will take longer than I wanted as he is going to college in august and preferred to have him get used to it at home. Blows my mind that an Endo is that ignorant about a 4 year old treatment. Regardless how much money mnkd has for advertising or education, endo’s should know more than they do currently. There is a lot of data available about MNKD going above and beyond on lung safety... and of course the adverse events database. Citing REMS isn't very convincing as that was merely an assessment that the risks had been properly communicated, not that the FDA had changed its position on the magnitude of those risks. Sorry to hear the outcome. It is frustrating. MNKD has beefed up the Medical Affairs team and being available to talk to said "director" is an important part of their job. Hopefully that process starts happening.
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Post by agedhippie on Jun 6, 2018 9:26:55 GMT -5
my son, recently 18 and diagnosed with Type 1 8 weeks ago, has a follow up appointment on Tuesday and the nurse mentioned Afrezza without even asking about it. 8 weeks ago the Ped Endo said Afrezza ‘really was just for T2’s’. 😳 I believe we will be walking away with a Rx on Tuesday. Yes, seems like things are moving in the right direction. Didn’t go that well. I was not at my sons appointment today. They wouldn’t prescribe it because ‘they don’t have enough data’ and ‘they need to talk to their director about the safety of Afrezza’. My wife is livid! I’m more just appalled that docs have no clue. An Endo!!!! She said ‘well do you think 4 units is too much?’ My wife said ‘not equivalent units to novolog’. Doc said ‘insulin is a growth hormone and who knows what could happen to the lungs’. My wife said ‘REMs were lifted last month, launched 4 years ago’. Wouldn’t prescribe it and wouldn’t give a timeframe. We are reaching out to other docs in the area listed on Afrezza.com website. It will happen but will take longer than I wanted as he is going to college in august and preferred to have him get used to it at home. Blows my mind that an Endo is that ignorant about a 4 year old treatment. Regardless how much money mnkd has for advertising or education, endo’s should know more than they do currently. If you don't mind me asking, which city was that in?
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Post by tiberious on Jun 6, 2018 9:34:33 GMT -5
my son, recently 18 and diagnosed with Type 1 8 weeks ago, has a follow up appointment on Tuesday and the nurse mentioned Afrezza without even asking about it. 8 weeks ago the Ped Endo said Afrezza ‘really was just for T2’s’. 😳 I believe we will be walking away with a Rx on Tuesday. Yes, seems like things are moving in the right direction. Didn’t go that well. I was not at my sons appointment today. They wouldn’t prescribe it because ‘they don’t have enough data’ and ‘they need to talk to their director about the safety of Afrezza’. My wife is livid! I’m more just appalled that docs have no clue. An Endo!!!! She said ‘well do you think 4 units is too much?’ My wife said ‘not equivalent units to novolog’. Doc said ‘insulin is a growth hormone and who knows what could happen to the lungs’. My wife said ‘REMs were lifted last month, launched 4 years ago’. Wouldn’t prescribe it and wouldn’t give a timeframe. We are reaching out to other docs in the area listed on Afrezza.com website. It will happen but will take longer than I wanted as he is going to college in august and preferred to have him get used to it at home. Blows my mind that an Endo is that ignorant about a 4 year old treatment. Regardless how much money mnkd has for advertising or education, endo’s should know more than they do currently. Bottom line... find another Endo or better yet a PA from known to prescribe medical outfit in your area that is "educated". Don't waste any time with this endo.
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Post by golfeveryday on Jun 22, 2018 16:22:40 GMT -5
my son, recently 18 and diagnosed with Type 1 8 weeks ago, has a follow up appointment on Tuesday and the nurse mentioned Afrezza without even asking about it. 8 weeks ago the Ped Endo said Afrezza ‘really was just for T2’s’. 😳 I believe we will be walking away with a Rx on Tuesday. Yes, seems like things are moving in the right direction. Didn’t go that well. I was not at my sons appointment today. They wouldn’t prescribe it because ‘they don’t have enough data’ and ‘they need to talk to their director about the safety of Afrezza’. My wife is livid! I’m more just appalled that docs have no clue. An Endo!!!! She said ‘well do you think 4 units is too much?’ My wife said ‘not equivalent units to novolog’. Doc said ‘insulin is a growth hormone and who knows what could happen to the lungs’. My wife said ‘REMs were lifted last month, launched 4 years ago’. Wouldn’t prescribe it and wouldn’t give a timeframe. We are reaching out to other docs in the area listed on Afrezza.com website. It will happen but will take longer than I wanted as he is going to college in august and preferred to have him get used to it at home. Blows my mind that an Endo is that ignorant about a 4 year old treatment. Regardless how much money mnkd has for advertising or education, endo’s should know more than they do currently. Quick update here. Found a new doc that prescribes Afrezza. She has 8,000 diabetes patients. Quite odd that she said she uses Afrezza more for T2’s because the doses are not adjustable for T1’s. Didn’t fight that one at first and heard her out some more. She said she would prefer to wait to try Afrezza because he is still in his honeymoon phase but said if he wants Afrezza she would write the Rx and he could try it because ‘if the patient wants something she is willing to try it.’ 👍🏻 Success.
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Post by lakon on Jun 24, 2018 2:33:38 GMT -5
When it comes to technosphere one has to look at where it really is competitive. 1) Some drugs would have no benefit from being delivered to lungs... they aren't to treat a lung disease and speed isn't an issue (think of how many drugs are formulated for "extended release"). 2) That leaves three classes for consideration... drugs targeting lungs, drugs that would benefit from speed and drugs that otherwise require injection. 3) With modern injection technology the latter isn't a slam dunk... as we've learned from Afrezza. 4) If the API can be formulated as an inhalable using technology other than technosphere (such as traditional dry powder formulation) then the value MNKD could extract is significantly reduced. 5) MNKD does not yet have a metered version of the inhaler as is available in some of the alternative technologies. 6) Technosphere does have stabilizing properties for larger peptide based APIs not present in the alternatives. What is Technosphere worth based on all of that ? ? ? #6 is PRICELESS! (It is extremely hard to value. For now, we are seeing a value of about $0.00 in large part because few seem to understand insulin, its weaknesses, and how to legally, under regulation, differentiate Afrezza from all the rest. When Afrezza wins the race for the long haul, certain facts should start to be realized from dogma, and a whole new area of scientific exploration can begin anew. Timing does matter more than anyone ever realized. We should already know that heat-stable oxytocin is priceless. More studies are needed for some alternative uses, but it will make Viagra laughable. Also, patentable non-addictive exploratory pain medications fit in this category as well as benefit from speed of action. PTH is another slam dunk. Yet, I do buy into TreT as a reasonable regulatory path forward as well as Epi and PAL being slightly more challenging.) #2 SPEED: Viagra-like drugs are also an area of research that MNKD mentioned. Oxytocin benefits from speed too besides the scalability, elimination of the cold-chain, and elimination of injection (even in the hospital setting, getting rid of needles is a good thing -- think safety, durability, transport, disposable, recycling, life cycle). #4-5: At scale the Dreamboat is superior and more cost-effective than metered dose inhalers of aerosols. Research why Al went this way in the first place. It's not the other way around as you suggested, that they are missing something. Yes, they are missing the downside of metered dose inhalers and aerosols. The future is bright by paving a new way forward. #7 Drugs that cause significant hepatic stress as well as digestive stress become possible to investigate closer without injections. Some of these would not be pain free as others claim for insulin injections, but I get your point. See mine? #8 CESSATION: Nicotine, etc. (speed/safety) #9 RECREATIONAL: Nicotine, (THC maybe one day), etc. (speed/safety) I do not know what it is worth, but I'm betting on BILLIONS.
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Post by lakon on Jun 24, 2018 2:36:38 GMT -5
RLS is definitely an interesting one. Very quiet for a long time. However, any positive move on that front has the ability to add rocket fuel to the current Afrezza and TrepT storyline. Given that they haven't registered any clinical trials, they are still years away from revenue. Yes, but not necessarily years away from HYPE. Sometimes, that's all you need on the stock market. Also, don't count out the revenue. Fast tracking -- to avoid the downsides of smoking -- seems like a wise regulatory decision for a new Administration...
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